Wabash National (WNC) Maintains Neutral Recommendation, Analysts Expect 52.46% Upside

DA Davidson has maintained a neutral recommendation for Wabash National (NYSE:WNC), with a 52.46% upside potential to its average one-year price target of $13.00/share. The company's projected annual revenue is 3,154MM, an increase of 83.31%, and the projected annual non-GAAP EPS is 2.61. There are 430 funds or institutions reporting positions in WNC, with an average portfolio weight of 0.09%.

DA Davidson has maintained a neutral recommendation for Wabash National (NYSE:WNC), with a 52.46% upside potential to its average one-year price target of $13.00/share. The company's projected annual revenue is $3,154MM, an increase of 83.31%, and the projected annual non-GAAP EPS is $2.61. There are 430 funds or institutions reporting positions in WNC, with an average portfolio weight of 0.09%.

DA Davidson lowered its price target on Wabash National to $9.00 from $9.50, while maintaining a Neutral rating, following disappointing third-quarter results. The transportation equipment manufacturer pre-announced adjusted earnings per share of -$0.51, significantly below analyst expectations of -$0.24 consensus and DA Davidson’s estimate of -$0.21. Revenue came in at $382 million, falling short of both DA Davidson’s $399 million projection and the consensus estimate of $391 million for the quarter. The firm cited "low visibility" as attention shifts to 2026, when industry forecaster ACT Research expects a decline in the first half followed by growth in the second half DA Davidson lowers Wabash National stock price target on weak Q3 results^[1].

Wabash National has expanded its operations in the Southeast by opening a new Parts & Service center in the Atlanta area and forming strategic partnerships with Fleetco and CS Truck and Trailer. The company has also partnered with Global Tank to extend its tank trailer network into eight new states, including Kansas and Missouri. DA Davidson has reiterated its Neutral rating on Wabash National stock, maintaining a price target of $9.50. The firm noted a year-over-year increase in trailer orders for August but advised caution, as it is an off-peak month for the industry DA Davidson lowers Wabash National stock price target on weak Q3 results^[1].

Wabash National Corporation announced new Trailers as a Service (TaaS) category offerings, designed to transform how trailer capacity is sourced, managed, and deployed across North America. The TaaS portfolio introduces two solutions, TaaS Pools and TaaS Plus, each designed to solve distinct challenges facing shippers, 3PLs, and carriers. Together, these offerings deliver the flexibility, scalability, and visibility needed in today's supply chain without the long-term cost and risk of trailer ownership Wabash National Corporation Redefines Trailer Accessibility with Trailers as A Service^[2].