Landstar System (LSTR) Stock Forecast and Price Target (2026)

Last updated July 2026

Short answer

16 analysts covering Landstar System (LSTR) carry an average price target of $196.38 as of September 2026, +12.0% against the $175.41 price at the time of the pull. The published targets run from $145.00 to $240.00, a spread of 48% of the average, so the disagreement is moderate. The rating split is 4 buy, 11 hold, 3 sell. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market. Walnut is not an investment adviser.

LSTR analyst price targets

Price
$175.41
Average target
$196.38
Median target
$193.00
Implied vs price
+12.0%
Target range
$145.00 to $240.00
Analysts covering
16
Ratings
4 buy11 hold3 sell

LSTR analyst data as of September 2026, sourced from Yahoo Finance and may be delayed. A price target is what an analyst published on a date, not a forecast Walnut endorses, and targets are typically set on a 12-month view. Verify current figures before deciding.

The average target of $196.38 sits above the $175.41 price, +12.0%. The median is $193.00, and where the two differ the median is the steadier read, because one unusually high or low target cannot drag it.

What the LSTR target range actually tells you

The published targets span $145.00 to $240.00. That gap is 48% of the average target, which counts as moderate disagreement. That is a fairly typical spread: enough agreement that the average means something, enough disagreement that it should not be treated as precise.

The useful move is to read the high target as one bull scenario and the low target as one bear scenario, then ask which set of assumptions you find more plausible. Both cases are worked through on the LSTR is it a buy page.

Recent analyst actions on LSTR

FirmActionTargetPriorDate
Wolfe ResearchInitiated (Outperform)$214.00-August 4, 2026
JP MorganRaised (Neutral)$204.00$198.00July 29, 2026
StifelRaised (Hold)$197.00$186.00July 29, 2026
BairdLowered (Outperform)$215.00$225.00July 29, 2026
TD CowenLowered (Hold)$178.00$200.00July 28, 2026
Goldman SachsRaised (Sell)$168.00$147.00July 16, 2026
Truist SecuritiesRaised (Hold)$205.00$190.00July 15, 2026
SusquehannaRaised (Neutral)$230.00$195.00July 14, 2026
StifelRaised (Hold)$186.00$175.00July 13, 2026
Morgan StanleyMaintained (Underweight)$145.00$145.00July 6, 2026
Evercore ISI GroupRaised (In-Line)$193.00$181.00July 1, 2026
BarclaysRaised (Equal-Weight)$190.00$155.00June 25, 2026

The most recent published rating actions on LSTR within the last six months, from Yahoo Finance. Each row is dated because a target only means something alongside the date it was set. Walnut is not an investment adviser and does not endorse any of these views.

In the last six months there have been 8 raises and 2 cuts among these actions. The direction of revisions is often more telling than the level, because it shows which way informed opinion is moving.

How analysts rate LSTR

Of the analysts with a published rating, 4 say buy, 11 say hold, and 3 say sell, so 22% carry a buy. That buy share has risen over the last three months, so sentiment is drifting more positive.

Read the distribution rather than the label. Sell ratings are rare across the entire market for structural reasons, so a stock with no sell ratings is unremarkable, while even a handful of them is worth understanding.

Why a LSTR price target is not a prediction

  • It is a 12-month model output. An analyst picks assumptions for revenue, margin, and a multiple, and the target falls out of the arithmetic. Change one assumption and the target moves a lot.
  • The distribution is skewed. Sell-side coverage carries far more buy ratings than sell ratings across the whole market, so the average is not a balanced vote.
  • Targets follow price as often as they lead it. Revisions frequently arrive after a move, not before, which is why a rising target is weak evidence on its own.
  • Nobody is scored on it. There is no cost to a target that never gets close, so treat accuracy as unverified unless you check the firm's record yourself.

Is there a 2030 forecast for LSTR?

Not a published one. Analyst price targets run to about twelve months, occasionally two years, and the firms covering LSTR do not put out a 2030 number. Anything presenting one is extrapolating a growth rate rather than reporting research, and a figure produced that way tells you about the assumption chosen, not about the company.

On the figures we hold as of September 2026, LSTR trades at about 45.4 times trailing earnings and 22.9 times forward earnings. A forward multiple below the trailing one means the market expects earnings to grow, and the size of that gap is roughly how much growth is already in the price.

That is the more useful frame for a ten-year question. A share price is the market’s estimate of future cash flows discounted to today, so the multiple is already a statement about growth. The long-horizon question is whether Landstar System can deliver what is priced in, and what would have to change for that to break. Both are answerable from the drivers and risks below. A number for 2030 is not.

What could move LSTR from here

In short: the drivers cited most often are Asset-light, high-return model, Freight-cycle recovery leverage, Specialized and heavy-haul strength. The risk cited most often against it is landstar is highly cyclical: its revenue and profits track truckload volumes and spot rates, which fell sharply during the 2023 to 2025 freight recession and can weaken again in an economic slowdown.

Both sides are worked through properly, with the high and low targets used as the bull and bear anchors, on the LSTR is it a buy page. This page deliberately stops at the numbers.

Investing in Landstar System with AI

Connect the broker you already use and ask Walnut's AI how LSTR fits what you actually hold: whether you own it already through a fund, what it would do to your concentration, and how it has tracked the S&P 500. Read-only by default, and you approve anything before it reaches your broker.

FAQ

What is the price target for Landstar System (LSTR)?

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The average analyst price target for LSTR is $196.38 as of September 2026, across 16 analysts. That is +12.0% against the $175.41 price at the time of the data pull, so the consensus sits above where the stock trades. The median target, which is less distorted by one extreme view, is $193.00. Targets move constantly; verify the current figure before relying on it.

How high could LSTR go?

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The highest published target is $240.00, which is +36.8% against the $175.41 price. That is one analyst's most optimistic case, not a ceiling and not a forecast. The lowest is $145.00. The gap between them is the honest answer to this question: analysts who all follow Landstar System closely disagree by 48% of the average target, so treat any single number as one scenario.

How many analysts cover LSTR?

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16 analysts publish estimates on LSTR as of September 2026. Of those with a published rating, 4 say buy, 11 hold, and 3 sell, so 22% carry a buy rating. More coverage usually means the consensus is better informed, though it also means the obvious points are already in the price.

Are analyst price targets for LSTR accurate?

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Treat them as informed opinion, not measurement. Two things are worth knowing. Sell-side ratings skew positive across the market, and LSTR is no exception at 22% buy ratings, so the distribution is not a balanced vote. And targets tend to follow the share price at least as often as they lead it, getting raised after a stock has already run. They are most useful as a read on what the informed consensus expects, and least useful as a prediction of where the price lands.

Has the LSTR price target been raised or cut recently?

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In the last six months there have been 8 raises and 2 cuts among the published actions on LSTR. The most recent was Wolfe Research, which initiated its target to $214.00 on August 4, 2026. The direction of revisions often tells you more than the level, because it shows which way the informed view is moving.

Is analyst sentiment on LSTR improving?

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Over the last three months the share of analysts rating LSTR a buy has been rising. That is a shift in opinion, not in the business, and it often lags the news that caused it. It is worth watching alongside the target revisions rather than on its own.

What is the LSTR stock price prediction for 2030?

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There is no published one. Analyst targets run to about twelve months and no firm covering LSTR publishes a 2030 figure, so any site showing one has extrapolated a growth rate rather than reported research. The answerable version of the question is what the current price already assumes about Landstar System's earnings, which the forward multiple on this page sets out, and what would have to change for that to break.

Will LSTR go up in 2026?

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Nobody knows, including the analysts publishing targets. What the numbers on this page tell you is where informed opinion currently sits and how much it disagrees with itself, which is genuinely useful and completely different from a prediction. The risk most often cited against Landstar System: Landstar is highly cyclical: its revenue and profits track truckload volumes and spot rates, which fell sharply during the 2023 to 2025 freight recession and can weaken again in an economic slowdown. Walnut is not an investment adviser.

Walnut is informational, not investment advice, and does not publish price targets of its own. The analyst figures on this page come from a September 2026 data pull of published third-party research, are approximate, and change constantly. Verify current figures with your broker before acting on them.

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