SunTrust analyst Stephanie Benjamin expects FedEx's (FDX) earnings miss and lowered guidance last night to negatively pressure the Trucking and Logistics group today. However, the positive pricing and margin results for FedEx's less-than-truckload business should not be overlooked, Benjamin tells investors in a research note. She attributes the majority of the earnings miss to weakness internationally, particularly in Europe, which impacted FedEx's Ground and Express businesses. Benjamin recommends using any selloff today in shares of Saia (SAIA) and ArcBest (ARCB) as buying opportunities. Both companies are entirely U.S. based and benefiting from a "highly rational" less-than-truckload pricing environment. She reiterates a Buy rating and $35 price target on ArcBest and boosted her price target for Saia to $105 from $95. Benjamin believes both companies can see revenue upside and greater than expected margin expansion in 2020.