Why LSTR (LSTR) stock moved
LSTR shares tumbled 15.4% to $142.81 as of October 28, 2026, a sharp decline from the prior close of $168.78. BestStocks flagged the session as a major change for LSTR. Below, we break down what changed for LSTR, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
LSTR fell 15.4% to $142.81
Landstar System filed an 8-K material event report today alongside its earnings report (both confirmed in SEC filings), triggering a sharp 14.08% intraday decline to $145.01. The specific content of the material event has not yet been disclosed in available sources, but the concurrent timing with earnings suggests a significant operational, financial, or strategic announcement. Publication of the full 8-K text (d176512d8k.htm) and the earnings release transcript; watch for management commentary on the material event and any forward guidance revision or operational impact disclosure.
What it means for LSTR investors
For LSTR investors, the recent signals add up to a strong bearish shift. Weighing against that: Earnings missed expectations; Sharp 15.4% decline — elevated risk. Wall Street's consensus price target sits at $197.82, implying +38.5% upside from $142.81. Over the past 90 days analysts logged 1 upgrade and 0 downgrades. BestStocks rates the overall signal quality low (54/100). With earnings roughly 91 days out, the next report is the most likely near-term test of the move.
LSTR price reaction
LSTR last traded at $142.81, down $25.97 (-15.38%) from the previous close of $168.78. The session traded on 0.4× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $142.81 and $173.48, and it currently sits about 0% of the way up that band.
Bullish and bearish analyst opinions on LSTR
The consensus analyst price target on LSTR is $197.82, 38.5% above the recent $142.81. Over the past 90 days analysts logged 1 upgrade, 5 maintains, and 0 downgrades. Here is how the bullish and bearish cases on LSTR line up.
The bullish case
- Wall Street's consensus price target of $197.82 implies +38.5% upside from $142.81.
- The Street's most bullish target is $230.00 (+61.0%).
- 1 analyst upgrade in the past 90 days, most recently Wolfe Research to Outperform (2026-08-04).
The bearish case
- Earnings missed expectations.
- Sharp 15.4% decline — elevated risk.
- Landstar System filed an 8-K material event report today alongside its earnings report (both confirmed in SEC filings), triggering a sharp 14.08% intraday decline to $145.01.
- Landstar System, Inc. moved -4.47% intraday from $207.97 to $198.68.
Weighing both sides, BestStocks' composite read of recent signals is strongly bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Oct 28, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Previous notable changes for LSTR
Frequently asked questions about LSTR
Why did LSTR stock move?
LSTR tumbled 15.4% to $142.81. The move coincided with the context summarized above, though no single company-specific catalyst was independently confirmed.
How much did LSTR stock fall?
LSTR lost 15.38% ($25.97) versus the prior close of $168.78, last trading at $142.81 on 0.4× average volume.
When is LSTR's next earnings date?
LSTR's next earnings report is estimated for 2027-01-27 — about 91 days away.
What is the analyst price target for LSTR?
The consensus analyst price target for LSTR is $197.82, about 38.5% above the current $142.81. Over the past 90 days, analysts recorded 1 upgrade, 5 maintains, and 0 downgrades.
How BestStocks tracks LSTR
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared LSTR-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for LSTR, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 28, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.