Added to YB: 2025-10-10
Pitch date: 2025-10-08
HTLD [bullish]
Heartland Express, Inc.
+61.67%
current return
Author Info
Company Info
Heartland Express, Inc., together with its subsidiaries, provides short, medium, and long-haul truckload carrier and transportation services in the United States, Mexico, and Canada.
Market Cap
$954.7M
Pitch Price
$8.83
Price Target
31.01 (+117%)
Dividend
0.65%
EV/EBITDA
10.69
P/E
-22.03
EV/Sales
1.39
Sector
Ground Transportation
Category
turnaround
Markets on Edge, Trucking in Turmoil: Heartland Express $HTLD (Reprise)
HTLD: Immigration crackdown removing ~25% of illegal truck drivers (130/500 inspected had invalid CDLs), causing freight rates to spike 50%+ regionally. Trucking depression ending as illegal team drivers who suppressed rates go into hiding. 30% rate increase ($2.30→$3.00/mile) swings HTLD from -$43M loss to +$41M profit. Short-term PT $13.95, long-term $31.01.
Read full article (8 min)