XPO (NYSE:XPO) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

XPO (NYSE:XPO) had its price target upped by JPMorgan Chase & Co. from $160.00 to $189.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price objective would suggest a potential downside of 7.27% from the stock’s previous close.

XPO has been the topic of several other research reports. Stephens reaffirmed an “overweight” rating and issued a $170.00 price target on shares of XPO in a research note on Tuesday, January 6th. Evercore ISI set a $200.00 price objective on XPO in a research note on Friday. Stifel Nicolaus boosted their target price on shares of XPO from $166.00 to $206.00 and gave the company a “buy” rating in a research note on Friday. Benchmark reaffirmed a “buy” rating on shares of XPO in a report on Friday. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $180.00 target price on shares of XPO in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $174.52.

XPO Stock Performance

NYSE XPO opened at $203.82 on Friday. XPO has a twelve month low of $85.06 and a twelve month high of $204.13. The company has a quick ratio of 1.02, a current ratio of 1.05 and a debt-to-equity ratio of 1.75. The stock has a market cap of $23.92 billion, a P/E ratio of 76.91, a PEG ratio of 3.70 and a beta of 2.01. The company’s 50-day simple moving average is $148.28 and its 200 day simple moving average is $137.15.

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

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Legato Capital Management LLC boosted its position in XPO by 16.2% in the 4th quarter. Legato Capital Management LLC now owns 3,056 shares of the transportation company’s stock valued at $415,000 after buying an additional 427 shares during the last quarter. RD Lewis Holdings Inc. bought a new stake in shares of XPO during the fourth quarter worth $275,000. Global Retirement Partners LLC lifted its stake in shares of XPO by 24.2% during the fourth quarter. Global Retirement Partners LLC now owns 3,516 shares of the transportation company’s stock valued at $478,000 after acquiring an additional 685 shares during the period. Leonteq Securities AG bought a new position in XPO in the fourth quarter valued at about $69,000. Finally, Jag Capital Management LLC acquired a new stake in XPO in the fourth quarter worth about $605,000. Institutional investors own 97.73% of the company’s stock.

XPO News Summary

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.