Schneider National upgraded to Buy from Hold at Stifel

Stifel analyst J. Bruce Chan upgraded Schneider National (SNDR) to Buy from Hold with a price target of $25, down from $26. The shares have underperformed in 2025 due to a prolonged freight bottom driven, the analyst tells investors in a research note. With indications of tightening regulatory supply pressure, Stifel is feels “incrementally better” about a cycle upturn. The firm believes Schneider’s upside valuation potential now “comfortably exceeds” downside to the stock.