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RXO, Inc. Stock Price

NYSE:RXO Community·US$4.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

RXO Share Price Performance

US$29.30
12.73 (76.83%)
US$21.53
Fair Value
US$29.30
12.73 (76.83%)
36.1% overvalued intrinsic discount
US$21.53
Fair Value
Price US$29.30
AnalystConsensusTarget US$21.53
AnalystLowTarget US$12.00
AnalystHighTarget US$35.00

RXO Community Narratives

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Fair Value US$21.53 36.1% overvalued intrinsic discount

Freight Market Stabilization Will Lead To Opportunities Amid Evolving E-Commerce Trends

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·
Fair Value US$12 144.2% overvalued intrinsic discount

Automation Advances Will Erode Margins As Compliance Costs Mount

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Fair Value US$35 16.3% undervalued intrinsic discount

Omni-channel Demand And AI Will Revolutionize Freight Solutions

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US$21.53
36.1% overvalued intrinsic discount
Profit Margin
1.62%
Future PE
38.34x
Price in 2029
US$27.3
US$12
144.2% overvalued intrinsic discount
Profit Margin
0.35%
Future PE
111.93x
Price in 2029
US$15.29

Trending Discussion

No trending discussion available.

Updated Narratives

RXO logo

RXO: Tightening Truckload Cycle Will Drive Freight Brokerage Upside Potential

Fair Value: US$35 16.3% undervalued intrinsic discount
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RXO: Credit Concerns Will Restrain Stock Despite Truckload Recovery Signs

Fair Value: US$21.53 36.1% overvalued intrinsic discount
3 users have set this as their fair value
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RXO: Freight Turn Will Expose Growing Credit Strain And Execution Risk

Fair Value: US$12 144.2% overvalued intrinsic discount
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Snowflake Analysis

Adequate balance sheet with moderate growth potential.

0 Risks
1 Reward

RXO, Inc. Key Details

US$5.7b

Revenue

US$4.8b

Cost of Revenue

US$913.0m

Gross Profit

US$1.0b

Other Expenses

-US$105.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
-0.64
15.92%
-1.83%
28.4%
View Full Analysis

About RXO

Founded
2022
Employees
6906
CEO
Drew Wilkerson
WebsiteView website
www.rxo.com

RXO, Inc. engages in truck brokerage business in the United States, Canada, Mexico, Asia, and Europe. It offers truckload freight brokering services. The company also provides asset-light managed transportation and last mile services, as well as freight forwarding services, including facilitation of ocean and air transportation, customs brokerage, and additional domestic services including middle mile. RXO, Inc. was incorporated in 2022 and is headquartered in Charlotte, North Carolina.

Recent RXO News & Updates

Narrative Update Jul 15

RXO: Tightening Truckload Cycle Will Drive Freight Brokerage Upside Potential

Analysts have raised the RXO fair value estimate to $35.00 from $29.00. The revised estimate reflects updated views that sector forecasts, tighter truckload capacity, and improving freight demand support higher revenue growth assumptions, even as margin expectations and the implied future P/E move lower.

Recent updates

No updates