From Yahoo Finance: 2025-05-13 11:15:00

Wabash National Corporation (WNC) is analyzed in a bullish thesis by DeepValue Capital, with shares trading at $9.25 on May 12th and a trailing P/E of 6.13. The company is transforming into a logistics solutions provider, focusing on aftermarket services, trailer technology innovation, and subscription-based models. Backlogs cover nine months of production, signaling a potential rebound in 2026. Management is aggressively cutting costs and preparing for the next upturn. If free cash flow returns to $200 million, a conservative valuation implies a $1.2 billion valuation, representing 243% upside or a 51% CAGR over three years. WNC is not among the 30 Most Popular Stocks Among Hedge Funds, with 20 hedge fund portfolios holding WNC at the end of the fourth quarter. While WNC holds potential, some AI stocks may offer greater returns within a shorter timeframe.

Read more: Wabash National Corporation (WNC): A Bull Case Theory