Stephens analyst Jack Atkins upgraded Saia to Overweight from Equal Weight and raised his price target for the shares to $96 from $75. The company's Q2 results demonstrated that its expansion into the Northeast has reached an inflection point, Atkins tells investors in a research note. Moreover, Saia's tonnage turned positive year-over-year in June and has remained positive in July, despite a challenging comparison, says the analyst. He believes the company's geographic expansion and yield initiatives are creating a "compelling and differentiated story" within the transportation sector.