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AI Optimization And Fleet Modernization Will Transform LTL Operations

Published
22 Aug 24
Updated
11 Sep 25
AnalystConsensusTarget's Fair Value
US$139.38
9.6% undervalued intrinsic discount
11 Sep
US$126.05
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1Y
13.0%
7D
-3.7%

Author's Valuation

US$139.38

9.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on11 Sep 25
Fair value Increased 0.72%

Analysts have modestly raised XPO’s price target to $139.38, citing ongoing terminal expansion, margin improvement, and cost efficiencies that offset freight market softness, though near-term upside is limited by valuation and mixed sector demand trends. Analyst Commentary Bullish analysts see XPO's terminal expansion and continued growth in local accounts as offsetting domestic freight weakness, supporting stable volumes and core pricing despite choppy demand.

Shared on07 May 25
Fair value Increased 11%

Shared on30 Apr 25
Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.88%

AnalystConsensusTarget has decreased revenue growth from 3.9% to 3.5% and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on16 Apr 25
Fair value Decreased 5.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 5.75%

AnalystConsensusTarget has decreased revenue growth from 4.8% to 4.0%.

Shared on02 Apr 25
Fair value Decreased 4.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 13%

AnalystConsensusTarget has increased profit margin from 7.2% to 8.1%.