XPO (NYSE:XPO) Upgraded at Wall Street Zen

XPO (NYSE:XPO) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued on Saturday.

XPO has been the subject of a number of other reports. Rothschild & Co Redburn set a $156.00 target price on shares of XPO in a report on Wednesday, November 26th. Wells Fargo & Company increased their price objective on shares of XPO from $147.00 to $205.00 and gave the company an “overweight” rating in a research report on Friday. Raymond James Financial boosted their target price on shares of XPO from $132.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 14th. Susquehanna lowered their price target on shares of XPO from $162.00 to $160.00 and set a “positive” rating for the company in a report on Monday, January 5th. Finally, Zacks Research cut XPO from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $174.52.

XPO Trading Up 9.8%

Shares of XPO stock opened at $203.82 on Friday. The company has a current ratio of 1.05, a quick ratio of 1.02 and a debt-to-equity ratio of 1.75. The stock has a market capitalization of $23.92 billion, a price-to-earnings ratio of 76.91, a price-to-earnings-growth ratio of 3.37 and a beta of 2.01. XPO has a 12-month low of $85.06 and a 12-month high of $204.13. The stock’s 50-day moving average price is $148.28 and its 200-day moving average price is $137.12.

XPO (NYSE:XPO) last announced its quarterly earnings results on Thursday, February 5th. The transportation company reported $0.88 EPS for the quarter, beating analysts’ consensus estimates of $0.76 by $0.12. The company had revenue of $2.01 billion during the quarter, compared to analyst estimates of $1.95 billion. XPO had a return on equity of 25.07% and a net margin of 3.87%.During the same period in the prior year, the company earned $0.89 earnings per share. The firm’s revenue was up 4.7% on a year-over-year basis. Equities research analysts predict that XPO will post 4.15 EPS for the current fiscal year.

Institutional Investors Weigh In On XPO

Institutional investors and hedge funds have recently modified their holdings of the business. Forge First Asset Management Inc. purchased a new stake in shares of XPO in the 2nd quarter worth approximately $6,079,000. Allspring Global Investments Holdings LLC raised its stake in XPO by 86.5% in the third quarter. Allspring Global Investments Holdings LLC now owns 86,726 shares of the transportation company’s stock worth $11,008,000 after buying an additional 40,235 shares in the last quarter. Gateway Investment Advisers LLC lifted its holdings in XPO by 67.2% during the third quarter. Gateway Investment Advisers LLC now owns 18,431 shares of the transportation company’s stock worth $2,383,000 after buying an additional 7,406 shares during the period. First Citizens Bank & Trust Co. boosted its position in XPO by 128.8% during the 2nd quarter. First Citizens Bank & Trust Co. now owns 10,549 shares of the transportation company’s stock valued at $1,332,000 after acquiring an additional 5,939 shares in the last quarter. Finally, Cooke & Bieler LP increased its holdings in shares of XPO by 9.0% in the 3rd quarter. Cooke & Bieler LP now owns 933,745 shares of the transportation company’s stock valued at $120,705,000 after acquiring an additional 76,847 shares during the period. 97.73% of the stock is owned by institutional investors.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: XPO beat fourth-quarter estimates on both revenue and adjusted EPS (reported $0.88 adj. EPS vs. $0.76 consensus; revenue $2.01B vs. $1.95B est.), which validates near-term operating strength and drove buying interest. GlobeNewswire: XPO Reports Fourth Quarter 2025 Results
• Positive Sentiment: Management signaled an industrial demand recovery in early innings — CEO remarks and the earnings presentation highlight improving volumes in industrial end markets, which supports upside to revenue and utilization. Yahoo Finance: XPO CEO Interview
• Positive Sentiment: XPO outlined $500M–$600M of planned 2026 capex tied to AI-driven productivity and explicit margin-expansion initiatives — this suggests management is investing to boost throughput and margins, a favorable signal for future profitability. Seeking Alpha: Capex & Margin Plans
• Positive Sentiment: Macro tailwinds referenced by commentators — including a pickup in manufacturing activity per the ISM — are cited as a catalyst that could further lift freight volumes and pricing power. Coverage noting the stock’s strong YTD performance highlights investor momentum. Fool: This Stock Is Already Up 40% This Year
• Neutral Sentiment: JPMorgan raised its price target from $160 to $189 and kept an “overweight” rating — the raise is a positive signal from a major sell-side shop, though the new target remains below the current market level, implying mixed near-term analyst expectations. Benzinga: Analyst Note
• Neutral Sentiment: Company materials (earnings slide deck and call presentation) are available and provide more color on segment trends and guidance; these items help investors model forward performance but contain no material surprises beyond the quarter and capex plan. XPO Earnings Slide Deck
• Negative Sentiment: On a GAAP basis, diluted EPS declined (reported $0.50 vs. $0.63 a year ago), and adjusted EPS was roughly flat year-over-year — a reminder that profitability still faces headwinds and that some of the upside is tied to execution of margin initiatives. GlobeNewswire: Q4 Results

XPO Company Profile

XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.

In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.