XPO (NYSE:XPO) Upgraded to Buy 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 to clients and investors on Saturday.

Several other brokerages have also recently issued reports on XPO. Zacks Research cut shares of XPO from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 14th. Barclays set a $195.00 price objective on shares of XPO and gave the stock an “overweight” rating in a report on Friday. JPMorgan Chase & Co. upped their price objective on XPO from $160.00 to $189.00 and gave the company an “overweight” rating in a research report on Friday. Rothschild & Co Redburn set a $156.00 target price on XPO in a report on Wednesday, November 26th. Finally, Oppenheimer boosted their price target on XPO from $154.00 to $198.00 and gave the stock an “outperform” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, XPO currently has a consensus rating of “Moderate Buy” and an average target price of $174.52.

XPO Stock Up 9.8%

Shares of NYSE:XPO 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 fifty day simple moving average of $148.28 and a two-hundred day simple moving average of $137.12. XPO has a 12-month low of $85.06 and a 12-month high of $204.13. The stock has a market capitalization of $23.92 billion, a price-to-earnings ratio of 76.91, a PEG ratio of 3.37 and a beta of 2.01.

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, beating the consensus estimate of $0.76 by $0.12. The firm had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $1.95 billion. XPO had a return on equity of 25.07% and a net margin of 3.87%.The company’s revenue was up 4.7% on a year-over-year basis. During the same period last year, the company earned $0.89 earnings per share. On average, research analysts anticipate that XPO will post 4.15 earnings per share for the current fiscal year.

Institutional Trading of XPO

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Capital World Investors boosted its stake in shares of XPO by 7.3% in the third quarter. Capital World Investors now owns 10,860,803 shares of the transportation company’s stock worth $1,403,973,000 after acquiring an additional 735,450 shares during the period. Invesco Ltd. lifted its holdings in XPO by 19.8% in 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 in the last quarter. Durable Capital Partners LP boosted its stake in XPO by 20.5% in 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 period. Orbis Allan Gray Ltd grew its holdings 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 valued at $397,820,000 after buying an additional 452,891 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of XPO during the second quarter valued at approximately $168,840,000. 97.73% of the stock is owned by hedge funds and other institutional investors.

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.