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XPO, Inc. Stock Price

NYSE:XPO Community·US$23.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author

XPO Share Price Performance

US$199.26
78.97 (65.65%)
US$223.50
Fair Value
US$199.26
78.97 (65.65%)
10.8% undervalued intrinsic discount
US$223.50
Fair Value
Price US$199.26
AnalystConsensusTarget US$223.50
AnalystLowTarget US$156.57
AnalystHighTarget US$275.00

XPO Community Narratives

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Fair Value US$223.5 10.8% undervalued intrinsic discount

Cost Discipline And Efficiency Initiatives Will Support Future Network Resilience

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Fair Value US$156.57 27.3% overvalued intrinsic discount

Automation And Regulatory Pressures Will Squeeze Operating Margins

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·
Fair Value US$275 27.5% undervalued intrinsic discount

E-commerce And Digitization Will Ignite Domestic LTL Demand

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US$156.57
27.3% overvalued intrinsic discount
Revenue
6.31% p.a.
Profit Margin
8.6%
Future PE
26.99x
Price in 2029
US$198.87
US$275
27.5% undervalued intrinsic discount
Revenue
8.97% p.a.
Profit Margin
8.1%
Future PE
46.74x
Price in 2029
US$349.35
US$223.5
10.8% undervalued intrinsic discount
Revenue
6.3% p.a.
Profit Margin
7.94%
Future PE
41.74x
Price in 2029
US$284.1

Trending Discussion

No trending discussion available.

Updated Narratives

XPO logo

XPO: Freight Upcycle Optimism Will Face Test From Rich P E

Fair Value: US$156.57 27.3% overvalued intrinsic discount
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XPO: LTL Momentum And Tightening Truckload Capacity Are Expected To Reprice Shares

Fair Value: US$275 27.5% undervalued intrinsic discount
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XPO: LTL Execution And Refinancing Terms Will Shape 2026 Risk Balance

Fair Value: US$223.5 10.8% undervalued intrinsic discount
10 users have set this as their fair value
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Snowflake Analysis

Mediocre balance sheet with limited growth.

1 Risk
2 Rewards

XPO, Inc. Key Details

US$0

Revenue

US$0

Cost of Revenue

US$0

Gross Profit

US$0

Other Expenses

US$0

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.96
18.56%
4.19%
166.9%
View Full Analysis

About XPO

Founded
1989
Employees
37000
CEO
Mario Harik
WebsiteView website
www.xpo.com

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 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 was founded in 1989 and is based in Greenwich, Connecticut.

Recent XPO News & Updates

Narrative Update Jul 16

XPO: Freight Upcycle Optimism Will Face Test From Rich P E

Analysts have nudged their fair value estimate for XPO higher to about $157 from roughly $152, reflecting slightly firmer margin assumptions and updated price targets that point to tighter freight capacity and a gradually improving transport cycle. Analyst Commentary Recent Street research on XPO shows generally constructive views on the freight cycle, but it also highlights a set of valuation and execution risks that readers should keep in mind when weighing the stock.
Narrative Update Jul 02

XPO: Elevated P/E Will Depend On Sustaining Freight Cycle Upswing

Analysts have lifted the XPO fair value estimate by about $17 to $151.90, reflecting updates to revenue growth, profit margin, and future P/E assumptions in light of higher price targets across recent Street research on the stock. Analyst Commentary Recent Street research around XPO shows a cluster of higher price targets and constructive views on the less than truckload segment, but it also highlights areas where expectations and valuations are becoming more sensitive to execution and freight cycle trends.

Recent updates

No updates