Wabash National Corp Sees Growth in Parts and Services Amid Industry Challenges, Analysts Forecast 30.10% Upside.

Wabash National Corp (WNC) reported increased revenue in parts and services despite market challenges. Analysts forecast a 30.10% stock upside, while GuruFocus estimates suggest a 95.41% upside based on GF Value metrics. The company's upfit team is on track to nearly double its output as it opens new centers, further bolstering growth prospects. The brokerage firm's consensus recommendation rates WNC at an average of 2.5, indicating an "Outperform" status.

Wabash National Corp (WNC), a leading manufacturer of transportation equipment, reported increased revenue in its Parts & Services segment, demonstrating resilience despite ongoing market challenges. The company's earnings report highlighted robust performance in this segment, which has shown year-over-year growth. CEO Brent Yeagy emphasized the importance of this segment, noting that it is a key area of focus for the company.

Analysts have responded positively to the company's performance, forecasting a significant stock upside. The consensus target price stands at $12.75, suggesting a potential 30.10% increase from the current stock price of $9.80 [3]. GuruFocus estimates suggest an even more impressive upside potential, with an estimated GF Value of $19.15, reflecting a 95.41% increase from the current stock price [3].

The company's upfit team is also making significant strides, with output expected to nearly double as new centers open, further bolstering growth prospects. The brokerage firm's consensus recommendation rates WNC at an average of 2.5, indicating an "Outperform" status [3].

Despite these positive developments, Wabash National continues to face challenges in its core Transportation Solutions segment, which saw a significant year-over-year decline in revenue and operating margin [2]. The company's full-year 2025 guidance has been revised downward, reflecting these challenges [2].

In conclusion, while Wabash National faces significant headwinds in its core business, its strong performance in the Parts & Services segment and positive analyst forecasts provide a glimmer of optimism for the company's future prospects.

References:
[1] https://www.investing.com/news/earnings/wabash-national-earnings-beat-by-015-revenue-topped-estimates-4152972
[2] https://www.investing.com/news/company-news/wabash-national-q2-2025-slides-losses-continue-as-company-cuts-fullyear-outlook-93CH-4153955
[3] https://www.gurufocus.com/news/3006339/wabash-wnc-highlights-growth-in-parts-and-services-amid-industry-challenges