Research Analysts’ Recent Ratings Updates for XPO (XPO)

Several brokerages have updated their recommendations and price targets on shares of XPO (NYSE: XPO) in the last few weeks:

• 10/30/2026 – XPO was given a new $235.00 price target by Stifel Nicolaus.
• 10/30/2026 – XPO had its price target lowered by UBS Group from $257.00 to $232.00. They now have a “buy” rating on the stock.
• 10/30/2026 – XPO had its “outperform” rating reaffirmed by Raymond James Financial. They now have a $210.00 price target on the stock.
• 10/30/2026 – XPO had its “buy” rating reaffirmed by Jefferies Financial Group. They now have a $275.00 price target on the stock.
• 10/30/2026 – XPO was upgraded by Zacks Research from “hold” to “strong-buy”.
• 10/30/2026 – XPO had its price target raised by JPMorgan Chase & Co. from $205.00 to $207.00. They now have an “overweight” rating on the stock.
• 10/30/2026 – XPO had its price target raised by TD Cowen from $228.00 to $230.00. They now have a “buy” rating on the stock.
• 10/30/2026 – XPO had its price target raised by Citigroup from $224.00 to $229.00. They now have a “buy” rating on the stock.
• 10/30/2026 – XPO had its price target lowered by Wells Fargo & Company from $250.00 to $230.00. They now have an “overweight” rating on the stock.
• 10/15/2026 – XPO was given a new $205.00 price target by Raymond James Financial.
• 10/8/2026 – XPO had its price target lowered by Stifel Nicolaus from $257.00 to $230.00. They now have a “buy” rating on the stock.
• 10/7/2026 – XPO had its price target lowered by Truist Financial from $240.00 to $220.00. They now have a “buy” rating on the stock.
• 10/7/2026 – XPO had its “outperform” rating reaffirmed by BMO Capital Markets.
• 10/7/2026 – XPO was upgraded by Citigroup from “neutral” to “buy”. They now have a $224.00 price target on the stock, up from $220.00.
• 10/5/2026 – XPO had its price target lowered by JPMorgan Chase & Co. from $214.00 to $205.00. They now have an “overweight” rating on the stock.
• 10/2/2026 – XPO had its price target lowered by Susquehanna from $225.00 to $194.00. They now have a “neutral” rating on the stock.
• 10/2/2026 – XPO had its price target raised by Bank of America from $228.00 to $230.00. They now have a “buy” rating on the stock.
• 9/29/2026 – XPO was downgraded by Zacks Research from “strong-buy” to “hold”.

XPO Price Performance

XPO stock traded up $2.52 during midday trading on Thursday, reaching $191.52. The company’s stock had a trading volume of 129,667 shares, compared to its average volume of 1,401,708. XPO, Inc. has a fifty-two week low of $124.82 and a fifty-two week high of $232.05. The company has a debt-to-equity ratio of 1.52, a quick ratio of 0.99 and a current ratio of 0.99. The stock’s 50 day simple moving average is $182.88 and its 200 day simple moving average is $197.64. The firm has a market capitalization of $22.31 billion, a PE ratio of 45.17, a P/E/G ratio of 1.72 and a beta of 1.87.

XPO (NYSE:XPO) last issued its earnings results on Thursday, October 29th. The transportation company reported $1.70 EPS for the quarter, topping the consensus estimate of $1.58 by $0.12. The company had revenue of $2.37 billion for the quarter, compared to analyst estimates of $2.38 billion. XPO had a net margin of 5.69% and a return on equity of 32.80%. The business’s revenue was up 12.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.07 EPS. On average, equities research analysts forecast that XPO, Inc. will post 5.77 earnings per share for the current year.

Insider Activity

In other XPO news, CFO Kyle Wismans sold 750 shares of the company’s stock in a transaction dated Monday, November 2nd. The shares were sold at an average price of $191.62, for a total transaction of $143,715.00. Following the transaction, the chief financial officer directly owned 47,216 shares in the company, valued at approximately $9,047,529.92. This represents a 1.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO David Bates sold 2,615 shares of XPO stock in a transaction that occurred on Monday, November 2nd. The shares were sold at an average price of $194.08, for a total transaction of $507,519.20. Following the sale, the chief operating officer owned 59,505 shares of the company’s stock, valued at approximately $11,548,730.40. The trade was a 4.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 10,095 shares of company stock valued at $1,851,171 in the last quarter. Company insiders own 0.87% of the company’s stock.

XPO Inc. is a transportation company focused on less-than-truckload (LTL) shipping in North America. Its network combines freight from multiple customers into shared truckloads, serving businesses that need to ship goods too large for parcel delivery but not large enough to fill an entire trailer. The company provides pickup and delivery, linehaul transportation between service centers, and related freight-handling services. Its operations primarily serve customers in the United States, with cross-border coverage in Canada and Mexico.