XPO (NYSE:XPO) Price Target Raised to $207.00

Key Points

• JPMorgan raised XPO’s price target from $205 to $207 while maintaining an “overweight” rating, implying approximately 9% upside from the reported share price.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $221.45; Citigroup also raised its target to $229.
• XPO exceeded quarterly EPS expectations, reporting $1.70 versus the $1.58 consensus, while revenue increased 12.4% year over year to $2.37 billion.

XPO (NYSE:XPO - Get Free Report) had its price objective boosted by JPMorgan Chase & Co. from $205.00 to $207.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has an "overweight" rating on the transportation company's stock. JPMorgan Chase & Co.'s price target suggests a potential upside of 9.06% from the company's current price.

Several other equities research analysts have also issued reports on the company. Citigroup upped their price target on XPO from $224.00 to $229.00 and gave the company a "buy" rating in a research report on Friday. Truist Financial decreased their price target on shares of XPO from $240.00 to $220.00 and set a "buy" rating for the company in a report on Wednesday, October 7th. Citizens Jmp initiated coverage on shares of XPO in a research note on Wednesday, July 15th. They set a "market perform" rating on the stock. Oppenheimer raised their target price on shares of XPO from $236.00 to $238.00 and gave the stock an "outperform" rating in a report on Friday, July 31st. Finally, Stephens upped their target price on XPO from $255.00 to $270.00 and gave the company an "overweight" rating in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $221.45.

XPO Trading Up 3.7%

Shares of XPO stock traded up $6.80 during trading hours on Friday, reaching $189.81. The stock had a trading volume of 2,058,126 shares, compared to its average volume of 1,413,193. XPO has a 1 year low of $124.82 and a 1 year high of $232.05. The firm has a 50 day simple moving average of $183.82 and a two-hundred day simple moving average of $196.17. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 1.55. The firm has a market capitalization of $22.22 billion, a price-to-earnings ratio of 55.99, a P/E/G ratio of 1.82 and a beta of 1.85.

XPO (NYSE:XPO - Get Free Report) last released its quarterly earnings results on Thursday, October 29th. The transportation company reported $1.70 earnings per share for the quarter, topping analysts' consensus estimates of $1.58 by $0.12. The firm had revenue of $2.37 billion during the quarter, compared to analysts' expectations of $2.38 billion. XPO had a return on equity of 29.64% and a net margin of 4.71%. XPO's quarterly revenue was up 12.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.07 EPS. As a group, equities research analysts anticipate that XPO will post 5.47 earnings per share for the current year.

Insider Buying and Selling

In other XPO news, COO David J. Bates sold 2,615 shares of the business's stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $177.93, for a total transaction of $465,286.95. Following the sale, the chief operating officer directly owned 62,120 shares of the company's stock, valued at $11,053,011.60. The trade was a 4.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kyle Wismans sold 750 shares of the company's stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $175.47, for a total value of $131,602.50. Following the transaction, the chief financial officer directly owned 47,966 shares in the company, valued at $8,416,594.02. The trade was a 1.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 11,730 shares of company stock worth $2,208,974. Corporate insiders own 0.87% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of XPO. BlackRock Inc. bought a new stake in XPO during the second quarter worth about $2,985,276,000. MFN Partners Management LP acquired a new position in shares of XPO during the 2nd quarter worth approximately $2,026,148,865. Bessemer Group Inc. raised its stake in shares of XPO by 115.9% during the 1st quarter. Bessemer Group Inc. now owns 2,420,899 shares of the transportation company's stock worth $470,986,000 after purchasing an additional 1,299,480 shares in the last quarter. Findlay Park Partners LLP bought a new stake in shares of XPO during the 2nd quarter worth approximately $236,104,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of XPO in the 2nd quarter valued at approximately $151,798,000. 97.73% of the stock is owned by institutional investors and hedge funds.

XPO News Roundup

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Quarterly earnings beat expectations. XPO reported adjusted diluted EPS of $1.70, up from $1.07 a year earlier and above the $1.58 analyst consensus. Revenue rose 12.4% year over year to $2.37 billion, broadly in line with estimates. XPO Reports Third Quarter 2026 Results
• Positive Sentiment: Operating momentum strengthened. North American less-than-truckload tonnage increased 5%, the company’s best performance in years, while revenue including fuel surcharges climbed 17%. Pricing actions and operating initiatives helped drive margin improvement, with management indicating there is additional room for gains. After Another Strong Quarter, XPO Sees More Room for Margin Improvements
• Positive Sentiment: Analyst targets remain bullish. TD Cowen raised its target from $228 to $230 and assigned a “buy” rating, while Citigroup increased its target from $224 to $229 and also rated the stock “buy.” Both targets imply more than 20% potential upside from the referenced price. TD Cowen XPO recommendations
• Neutral Sentiment: Wells Fargo reduced its target but retained a positive view. The firm lowered its price target from $250 to $230 while maintaining an “overweight” rating, suggesting tempered expectations rather than a bearish change in stance. Wells Fargo XPO recommendations
• Negative Sentiment: Valuation and recent gains remain risks. Commentary noted that XPO’s stock has already risen substantially, potentially limiting near-term upside. Its elevated earnings multiple means further appreciation depends on continued freight growth, margin expansion and execution.

About XPO

XPO, Inc is a transportation and logistics company that provides freight-moving services to businesses across North America and Europe. Its operations are centered on less-than-truckload (LTL) transportation, which involves consolidating shipments from multiple customers onto a single truck and is commonly used for freight that does not require a full trailer.

In North America, XPO provides regional, interregional and national LTL services, along with related offerings such as freight pickup and delivery, shipment visibility and technology-enabled transportation management.

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