XPO, Inc. (NYSE:XPO) Given Average Recommendation of “Moderate Buy” by Analysts

Shares of XPO, Inc. (NYSE:XPO) have earned an average recommendation of “Moderate Buy” from the twenty-five brokerages that are currently covering the firm, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, four have issued a hold recommendation, eighteen have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $174.5217.

Several equities analysts have weighed in on XPO shares. JPMorgan Chase & Co. upped their target price on XPO from $160.00 to $189.00 and gave the company an “overweight” rating in a report on Friday. Evercore set a $200.00 price target on shares of XPO in a report on Friday. Morgan Stanley restated an “underweight” rating and issued a $95.00 price target on shares of XPO in a research report on Thursday. Stephens restated an “overweight” rating and set a $170.00 target price on shares of XPO in a report on Tuesday, January 6th. Finally, Bank of America upped their target price on shares of XPO from $151.00 to $158.00 and gave the stock a “buy” rating in a research report on Tuesday, December 2nd.

XPO Trading Up 9.8%

XPO stock opened at $203.82 on Monday. XPO has a 52-week low of $85.06 and a 52-week high of $204.13. The firm has a market capitalization of $23.88 billion, a price-to-earnings ratio of 76.91, a PEG ratio of 2.74 and a beta of 2.01. The firm has a 50-day moving average price of $148.28 and a two-hundred day moving average price of $137.17. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 1.75.

XPO (NYSE:XPO) last issued its quarterly earnings results on Thursday, February 5th. The transportation company reported $0.88 earnings per share for the quarter, topping 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 net margin of 3.87% and a return on equity of 25.07%. The business’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.89 EPS. Sell-side analysts expect that XPO will post 4.15 earnings per share for the current year.

Institutional Investors Weigh In On XPO

Institutional investors and hedge funds have recently modified their holdings of the business. Amundi grew its position in XPO by 50.7% in the first quarter. Amundi now owns 5,412 shares of the transportation company’s stock valued at $582,000 after purchasing an additional 1,820 shares in the last quarter. AQR Capital Management LLC increased its stake in shares of XPO by 7.6% during the first quarter. AQR Capital Management LLC now owns 17,654 shares of the transportation company’s stock worth $1,856,000 after purchasing an additional 1,243 shares during the period. NewEdge Advisors LLC boosted its holdings in XPO by 3.2% in the 1st quarter. NewEdge Advisors LLC now owns 11,416 shares of the transportation company’s stock valued at $1,228,000 after purchasing an additional 355 shares during the period. Truist Financial Corp grew its position in XPO by 4.4% during the second quarter. Truist Financial Corp now owns 4,878 shares of the transportation company’s stock worth $616,000 after buying an additional 204 shares in the last quarter. Finally, Ameritas Advisory Services LLC acquired a new stake in XPO during the second quarter worth about $76,000. 97.73% of the stock is owned by institutional investors.

XPO News Roundup

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

About XPO

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.