XPO (NYSE:XPO) Given New $235.00 Price Target at Wells Fargo & Company

XPO (NYSE:XPO) had its price objective boosted by Wells Fargo & Company from $225.00 to $235.00 in a research note released on Friday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the transportation company’s stock.

Several other research firms also recently commented on XPO. Morgan Stanley reaffirmed an “underweight” rating and issued a $95.00 price objective on shares of XPO in a research note on Thursday, February 5th. Zacks Research upgraded XPO from a “strong sell” rating to a “hold” rating in a research note on Thursday, February 12th. Wall Street Zen raised shares of XPO from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Susquehanna cut shares of XPO from a “positive” rating to a “neutral” rating and raised their target price for the stock from $160.00 to $210.00 in a research note on Wednesday, February 11th. Finally, Citigroup upped their price target on shares of XPO from $207.00 to $221.00 and gave the stock a “neutral” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $210.86.

XPO Stock Performance

Shares of XPO stock traded down $4.99 during mid-day trading on Friday, reaching $215.14. 2,131,969 shares of the company’s stock traded hands, compared to its average volume of 1,169,373. XPO has a 12 month low of $105.90 and a 12 month high of $231.46. The firm has a 50 day moving average price of $204.05 and a two-hundred day moving average price of $167.28. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.05 and a current ratio of 0.99. The firm has a market capitalization of $25.26 billion, a PE ratio of 81.19, a price-to-earnings-growth ratio of 2.88 and a beta of 1.88.

XPO (NYSE:XPO) last announced its earnings results on Thursday, April 30th. The transportation company reported $1.01 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.12. The company had revenue of $2.10 billion for the quarter, compared to analysts’ expectations of $2.04 billion. XPO had a return on equity of 26.21% and a net margin of 4.19%.XPO’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period last year, the firm earned $0.73 EPS. On average, research analysts forecast that XPO will post 4.49 EPS for the current year.

Institutional Trading of XPO

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Bayforest Capital Ltd lifted its holdings in XPO by 72.8% in the 3rd quarter. Bayforest Capital Ltd now owns 197 shares of the transportation company’s stock worth $25,000 after purchasing an additional 83 shares in the last quarter. Toth Financial Advisory Corp grew its holdings in XPO by 100.0% during the 4th quarter. Toth Financial Advisory Corp now owns 200 shares of the transportation company’s stock valued at $27,000 after buying an additional 100 shares in the last quarter. Elyxium Wealth LLC bought a new stake in shares of XPO during the fourth quarter valued at approximately $28,000. Root Financial Partners LLC purchased a new position in shares of XPO in the third quarter worth $32,000. Finally, Torren Management LLC purchased a new position in shares of XPO in the fourth quarter worth $37,000. Institutional investors own 97.73% of the company’s stock.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Q1 results topped estimates — XPO reported adjusted EPS of $1.01 and revenue of $2.10B, both ahead of consensus, with revenue up ~7.3% year-over-year; the beat supports the company’s growth narrative and margin progress. XPO Reports First Quarter 2026 Results
• Positive Sentiment: Earnings-detail coverage highlights stronger margins and operational momentum (AI-driven productivity, pricing power, capacity investments) that management emphasized on the call — factors analysts cite to lift estimates. XPO forecasts 23% to 24% adjusted effective tax rate for 2026…
• Positive Sentiment: Analyst upgrades/price-target raises — Benchmark, Wells Fargo and TD Cowen raised targets and kept buy/overweight stances, providing additional bullish support and signaling analyst confidence in upside from current levels. Benzinga The Fly TickerReport
• Neutral Sentiment: Full earnings call transcript, slide deck and summaries are posted — useful for digging into margin bridge, pricing cadence and LTL operating-ratio targets if you need to model forward results. XPO Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Macro/market context: broader economic commentary (e.g., jobless claims) featured in coverage with XPO noted alongside peers — gives context but not direct company-specific news. XPO and Amgen post strong Q1 as jobless claims hit lows

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.