UBS Group Has Lowered Expectations for ArcBest (NASDAQ:ARCB) Stock Price

Posted by Brenda Bartman on Nov 7th, 2026

ArcBest (NASDAQ:ARCB – Get Free Report) had its price target lowered by stock analysts at UBS Group from $154.00 to $146.00 in a research report issued on Thursday, Benzinga reports. The brokerage currently has a “neutral” rating on the transportation company’s stock. UBS Group‘s price target points to a potential upside of 14.14% from the company’s current price.

ARCB has been the subject of a number of other research reports. JPMorgan Chase & Co. lifted their price target on shares of ArcBest from $158.00 to $164.00 and gave the stock a “neutral” rating in a research note on Thursday. Citizens Jmp started coverage on shares of ArcBest in a report on Wednesday, July 15th. They issued a “market outperform” rating and a $180.00 price target on the stock. Zacks Research downgraded shares of ArcBest from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 5th. The Goldman Sachs Group reissued a “buy” rating and set a $172.00 price objective on shares of ArcBest in a report on Wednesday, July 29th. Finally, Stephens raised shares of ArcBest to a “strong-buy” rating in a report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, ArcBest currently has an average rating of “Moderate Buy” and a consensus target price of $153.54.

Get Our Latest Stock Analysis on ARCB

ArcBest Stock Down 4.3%

NASDAQ:ARCB traded down $5.68 on Thursday, reaching $127.91. The stock had a trading volume of 283,449 shares, compared to its average volume of 211,655. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 0.10. The company has a 50-day moving average of $131.19 and a 200 day moving average of $125.35. The stock has a market cap of $2.86 billion, a P/E ratio of 100.72, a price-to-earnings-growth ratio of 0.40 and a beta of 1.71. ArcBest has a 12-month low of $59.43 and a 12-month high of $176.69.

ArcBest (NASDAQ:ARCB – Get Free Report) last announced its earnings results on Wednesday, November 4th. The transportation company reported $2.62 earnings per share for the quarter, beating the consensus estimate of $2.50 by $0.12. ArcBest had a return on equity of 7.92% and a net margin of 0.39%. The company had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.20 billion. During the same period last year, the firm earned $1.46 earnings per share. The company’s revenue was up 15.5% on a year-over-year basis. On average, research analysts predict that ArcBest will post 7.31 earnings per share for the current year.

Insider Activity

In related news, VP Jason Parks sold 855 shares of the firm’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $135.09, for a total transaction of $115,501.95. Following the transaction, the vice president directly owned 3,794 shares in the company, valued at $512,531.46. This trade represents a 18.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.98% of the company’s stock.

Institutional Trading of ArcBest

Several institutional investors have recently added to or reduced their stakes in the business. Parallel Advisors LLC raised its holdings in shares of ArcBest by 51.3% during the third quarter. Parallel Advisors LLC now owns 466 shares of the transportation company’s stock worth $59,000 after purchasing an additional 158 shares during the period. C M Bidwell & Associates Ltd. bought a new position in shares of ArcBest in the 2nd quarter worth about $74,000. Nykredit A S bought a new position in shares of ArcBest in the 2nd quarter worth about $75,000. Northwestern Mutual Wealth Management Co. acquired a new position in shares of ArcBest in the 2nd quarter valued at about $92,000. Finally, Pinnacle Holdings LLC acquired a new position in shares of ArcBest in the 2nd quarter valued at about $246,000. Institutional investors own 99.27% of the company’s stock.

Key Headlines Impacting ArcBest

Here are the key news stories impacting ArcBest this week:

Positive Sentiment: Citigroup raised its price target to $175 from $170 and maintained a buy rating, implying substantial upside from the cited share price. ArcBest Given New Price Target at Citigroup
Positive Sentiment: JPMorgan lifted its target to $164 from $158, while keeping a neutral rating. JPMorgan recommendations
Positive Sentiment: ArcBest beat third-quarter earnings and revenue expectations: EPS was $2.62 versus $2.50 expected, and revenue rose 15.5% year over year to $1.21 billion. Reports cited higher shipment weights, tonnage gains, and operational improvements following a July reorganization as contributors. Higher shipment weights help ArcBest beat Q3 expectations
Neutral Sentiment: Management described emerging “green shoots” in demand, but shipment volumes remain soft, leaving the durability and timing of a recovery uncertain. ArcBest’s Runser says demand green shoots are emerging
Negative Sentiment: UBS cut its price target to $146 from $154 and retained a neutral rating, a less optimistic signal than the target increases from other analysts. UBS lowers ArcBest price target
Negative Sentiment: ArcBest’s outlook included a sequential increase of 50–150 basis points in ABF’s fourth-quarter operating ratio and projected $7–$10 million in Asset-Light operating income, which could weigh on near-term margin expectations. ArcBest signals fourth-quarter operating outlook
Negative Sentiment: One recent analysis argued the shares look overvalued after a substantial run-up, potentially limiting investor appetite despite the earnings beat. ArcBest stock looks overvalued after its run

ArcBest Company Profile

(Get Free Report)

ArcBest Corporation (NASDAQ: ARCB) is a multibillion-dollar logistics company headquartered in Fort Smith, Arkansas. The company provides freight transportation and supply chain solutions through a combination of asset-based and asset-light operations, serving businesses across North America and supporting select international shipping needs.

Its asset-based business is led by ABF Freight, a less-than-truckload carrier that transports palletized and industrial freight. ArcBest also offers expedited transportation, truckload and brokerage services, intermodal transportation, managed transportation, warehouse and distribution support, and supply chain consulting.