BMO raises PT on Old Dominion, XPO and Saia as freight-cycle optimism builds

Old Dominion Freight Line

19/02/2026 17:29

** BMO lifts PT on U.S. transportation firms Old Dominion Freight Line ODFL.O, XPO XPO.N and Saia SAIA.O

** Brokerage says optimism around a freight-cycle recovery is rising, driven by tightening truckload capacity and early signs of industrial stabilization

** Notes XPO and SAIA face greater downside risk than ODFL, if the freight cycle fails to firm

** S&P 500 Transportation Index .SPLRCTRN up nearly 9.5% YTD

Companies
New PT
Old PT
Old Dominion Freight Line
$215
$185
XPO
$230
$205
Saia
$425
$415

 (Reporting by Apratim Sarkar in Bengaluru)

 ((Apratim.Sarkar@thomsonreuters.com))