XPO (NYSE:XPO) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

Key Points

• Wells Fargo raised its price target on XPO to $235 and keeps an overweight rating—implying roughly a 9.65% upside—while other firms (e.g., Jefferies $275, TD Cowen $224) have also lifted targets, leaving a MarketBeat consensus of Moderate Buy with a $207.81 target.
• XPO's Q1 results beat estimates with adjusted EPS of $1.01 (vs. $0.89) and revenue of $2.10B (vs. $2.04B), and management highlighted margin strength driven by AI-driven productivity, pricing momentum and capacity investments.
• The stock traded at $214.31 (market cap $25.16B) and carries a P/E of 80.74, with a 52‑week range of $105.90–$231.46, signaling elevated valuation and recent volatility amid bullish analyst revisions.

XPO (NYSE:XPO - Get Free Report) had its price objective boosted by investment analysts at Wells Fargo & Company from $225.00 to $235.00 in a report released on Friday,Benzinga reports. The brokerage presently has an "overweight" rating on the transportation company's stock. Wells Fargo & Company's price objective indicates a potential upside of 9.65% from the company's current price.

Several other research analysts also recently weighed in on XPO. Jefferies Financial Group increased their price target on shares of XPO to $275.00 and gave the stock a "buy" rating in a research report on Wednesday, April 22nd. The Goldman Sachs Group reaffirmed a "buy" rating and set a $220.00 target price on shares of XPO in a research note on Thursday. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of XPO in a research note on Friday, February 6th. Truist Financial lifted their price objective on shares of XPO from $160.00 to $200.00 and gave the stock a "buy" rating in a research report on Friday, February 6th. Finally, TD Cowen boosted their price objective on shares of XPO from $192.00 to $224.00 and gave the stock a "buy" rating in a research note on Friday. One 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's stock. Based on data from MarketBeat, XPO presently has a consensus rating of "Moderate Buy" and a consensus target price of $207.81.

XPO Stock Performance

XPO traded down $5.82 during trading on Friday, hitting $214.31. The company's stock had a trading volume of 264,453 shares, compared to its average volume of 1,629,944. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 1.75. XPO has a one year low of $105.90 and a one year high of $231.46. The firm has a market cap of $25.16 billion, a PE ratio of 80.74, a P/E/G ratio of 2.84 and a beta of 1.94. The business's 50 day simple moving average is $204.05 and its 200-day simple moving average is $167.28.

XPO (NYSE:XPO - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The transportation company reported $1.01 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.12. XPO had a net margin of 3.87% and a return on equity of 25.07%. The business had revenue of $2.10 billion for the quarter, compared to the consensus estimate of $2.04 billion. During the same period last year, the firm earned $0.73 earnings per share. The company's quarterly revenue was up 7.3% on a year-over-year basis. As a group, sell-side analysts predict that XPO will post 4.49 EPS for the current fiscal year.

Institutional Trading of XPO

A number of hedge funds have recently made changes to their positions in XPO. Allspring Global Investments Holdings LLC raised its stake in shares of XPO by 86.5% during the third quarter. Allspring Global Investments Holdings LLC now owns 86,726 shares of the transportation company's stock valued at $11,008,000 after purchasing an additional 40,235 shares in the last quarter. Cooke & Bieler LP raised its stake in shares of XPO by 9.0% during the third quarter. Cooke & Bieler LP now owns 933,745 shares of the transportation company's stock valued at $120,705,000 after purchasing an additional 76,847 shares in the last quarter. Gateway Investment Advisers LLC grew its holdings in XPO by 67.2% during the third quarter. Gateway Investment Advisers LLC now owns 18,431 shares of the transportation company's stock worth $2,383,000 after acquiring an additional 7,406 shares during the period. Primecap Management Co. CA grew its holdings in XPO by 6.3% during the third quarter. Primecap Management Co. CA now owns 587,534 shares of the transportation company's stock worth $75,951,000 after acquiring an additional 35,050 shares during the period. Finally, Rakuten Investment Management Inc. acquired a new position in XPO during the third quarter worth about $5,808,000. Institutional investors and hedge funds own 97.73% of the company's stock.

More XPO News

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Q1 results beat expectations — XPO reported adjusted EPS of $1.01 and revenue of $2.10B, topping Street estimates and showing y/y revenue and profit improvement. XPO Reports First-Quarter 2026 Results
• Positive Sentiment: Earnings call highlighted margin strength and an upbeat tone on operational execution — management emphasized margin improvements that support the stronger results and outlook. XPO, Inc. Earnings Call Highlights Margin Strength
• Positive Sentiment: Analysts raised price targets — Benchmark upgraded to Buy and lifted its target to $240, and TD Cowen raised its target to $224, adding buy-side momentum after the quarter. Benchmark price-target raise (Benzinga)
• Positive Sentiment: TD Cowen also raised its target to $224 and maintained a Buy rating, reinforcing the analyst support following results. TD Cowen price-target raise (Tickerreport)
• Positive Sentiment: Management points to AI-driven productivity, pricing momentum and capacity investments as drivers of the outlook — these operational initiatives underpin the bullish narrative on margins and efficiency. XPO Q1 deep dive (MSN)
• Neutral Sentiment: Company guidance items to watch — XPO forecasted a 23–24% adjusted effective tax rate for 2026 and reiterated a target for its LTL operating ratio “in the 70s”; tax-rate clarity reduces uncertainty but raises effective tax expense vs. prior expectations. Tax-rate and LTL target (Seeking Alpha)
• Neutral Sentiment: Analyst coverage and metric deep-dives continue — Zacks and others examined Q1 metrics versus estimates, reinforcing the view that XPO’s beat was broad-based but leaving longer-term forecasts to be watched. Q1 metrics vs. estimates (Zacks)

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.

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