Wall Street Zen Upgrades XPO (NYSE:XPO) to “Buy”

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

Several other equities research analysts have also recently issued reports on XPO. Evercore set a $200.00 price objective on shares of XPO in a research report on Friday. TD Cowen restated a “buy” rating on shares of XPO in a research note on Friday. Citigroup cut XPO from a “buy” rating to a “neutral” rating and upped their price objective for the stock from $164.00 to $171.00 in a research report on Wednesday, January 7th. Rothschild & Co Redburn set a $156.00 price objective on XPO in a report on Wednesday, November 26th. Finally, Evercore ISI set a $200.00 target price on XPO in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $174.52.

XPO Stock Performance

Shares of XPO stock opened at $203.82 on Friday. The business has a 50-day simple moving average of $148.28 and a 200-day simple moving average of $137.17. The company has a debt-to-equity ratio of 1.75, a quick ratio of 1.05 and a current ratio of 1.05. XPO has a one year low of $85.06 and a one year high of $204.13. The company has a market cap of $23.88 billion, a PE ratio of 76.91, a P/E/G ratio of 2.74 and a beta of 2.01.

XPO (NYSE:XPO) last issued its earnings results on Thursday, February 5th. The transportation company reported $0.88 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.12. XPO had a net margin of 3.87% and a return on equity of 25.07%. The firm had revenue of $2.01 billion for the quarter, compared to analysts’ expectations of $1.95 billion. During the same quarter last year, the company earned $0.89 earnings per share. The firm’s revenue was up 4.7% compared to the same quarter last year. On average, equities research analysts forecast that XPO will post 4.15 EPS for the current fiscal year.

Institutional Investors Weigh In On XPO

A number of institutional investors and hedge funds have recently added to or reduced their stakes in XPO. Capital World Investors increased its holdings in shares of XPO by 7.3% in the 3rd quarter. Capital World Investors now owns 10,860,803 shares of the transportation company’s stock valued at $1,403,973,000 after acquiring an additional 735,450 shares during the period. Invesco Ltd. boosted its stake in XPO by 19.8% during the 3rd quarter. Invesco Ltd. now owns 6,267,881 shares of the transportation company’s stock worth $810,249,000 after purchasing an additional 1,036,434 shares during the period. Durable Capital Partners LP grew its position in XPO by 20.5% during the 3rd quarter. Durable Capital Partners LP now owns 4,331,280 shares of the transportation company’s stock worth $559,905,000 after purchasing an additional 736,224 shares during the last quarter. Orbis Allan Gray Ltd grew its position in XPO by 16.8% during the 2nd quarter. Orbis Allan Gray Ltd now owns 3,150,052 shares of the transportation company’s stock worth $397,820,000 after purchasing an additional 452,891 shares during the last quarter. Finally, Norges Bank acquired a new position in XPO in the second quarter valued at $168,840,000. Hedge funds and other institutional investors own 97.73% of the company’s stock.

More XPO News

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.