XPO Share Price Performance
US$150.41
12.83 (9.33%)
0.5% undervalued intrinsic discount
US$151.24
Fair Value
Price US$150.41
AnalystConsensusTarget US$151.24
AnalystHighTarget US$180.00
AnalystLowTarget US$84.00
Fair ValueUS$151.24
Share Pricen/a
- 3 Narratives written by author
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- 15 Fair Values set on narratives written by author
XPO Community Narratives
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Fair Value US$151.24 0.5% undervalued intrinsic discount
Cost Discipline And Efficiency Initiatives Will Support Future Network Resilience
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Fair Value US$180 16.4% undervalued intrinsic discount
E-commerce And Digitization Will Ignite Domestic LTL Demand
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Fair Value US$105.46 42.6% overvalued intrinsic discount
Automation And Regulatory Pressures Will Squeeze Operating Margins
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E-commerce And Digitization Will Ignite Domestic LTL Demand
Key Takeaways Strategic investments, AI-driven efficiencies, and new verticals position XPO for significant margin expansion and sustained above-market growth. Accelerating domestic freight trends and capital deployment will drive enhanced shareholder returns and operational leverage beyond current market expectations.Read more
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US$180
16.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6% p.a.
Profit Margin
7.81%
Future PE
35.79x
Price in 2029
US$227.98
Cost Discipline And Efficiency Initiatives Will Support Future Network Resilience
Key Takeaways AI-driven technology adoption and disciplined cost management are expected to boost productivity, margins, and free cash flow, supporting future earnings growth and financial flexibility. Strategic expansion into premium services and SME channels positions XPO for higher-margin revenue and stronger performance versus competitors as market conditions improve.Read more
91
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US$151.24
0.5% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.17% p.a.
Profit Margin
7.61%
Future PE
31.6x
Price in 2028
US$191.65
Automation And Regulatory Pressures Will Squeeze Operating Margins
Key Takeaways Rising automation, AI adoption, and new digital competitors threaten XPO's market share, efficiency, and ability to maintain pricing power. Sustainability mandates, labor shortages, and costly tech initiatives are likely to compress margins and impede future earnings growth.Read more
12
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US$105.46
42.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.16% p.a.
Profit Margin
6.49%
Future PE
28.58x
Price in 2028
US$133.65
Trending Discussion
Recently Updated Narratives
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XPO: AI Productivity And Margin Expansion Will Drive Next Freight Upcycle Outperformance
Fair Value: US$180 16.4% undervalued intrinsic discount
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XPO: Margin Gains And AI Productivity Will Support Future Cycle Upside Amid Uncertainty
Fair Value: US$151.24 0.5% undervalued intrinsic discount
9 followersusers have followed this narrative
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Automation And Regulatory Pressures Will Squeeze Operating Margins
Fair Value: US$105.46 42.6% overvalued intrinsic discount
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Snowflake Analysis
XPO, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 05, 2026
- 2.83
- 17.92%
- 4.12%
- 175.9%
About XPO
- Founded
- n/a
- Employees
- 38000
- CEO
- WebsiteView website
XPO, Inc., together with its subsidiaries, provides freight transportation services in the United States, North America, France, the United Kingdom, and rest of Europe. The company operates in two segments, North American Less-Than-Truckload (LTL) and European Transportation. The North American LTL segment provides shippers with geographic density and day-definite domestic and cross-border services to the U.S., Mexico, Canada, and the Caribbean. The European Transportation segment offers dedicated truckload, LTL, truck brokerage, managed transportation, last mile, freight forwarding, and warehousing and multimodal solutions, such as road-rail and road-short sea combinations to an extensive base of customers within the consumer, trade, and industrial markets. The company was formerly known as XPO Logistics, Inc. and changed its name to XPO, Inc. in December 2022. The company is based in Greenwich, Connecticut.
