RXO Share Price Performance
US$18.69
1.85 (10.99%)
17.9% overvalued intrinsic discount
US$15.85
Fair Value
Price US$18.69
AnalystConsensusTarget US$15.85
AnalystLowTarget US$12.00
AnalystHighTarget US$25.50
Fair ValueUS$15.85
Share Pricen/a
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 7 Fair Values set on narratives written by author
RXO Community Narratives
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Fair Value
·Fair Value US$15.85 17.9% overvalued intrinsic discount
Freight Market Stabilization Will Lead To Opportunities Amid Evolving E-Commerce Trends
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Fair Value
·Fair Value US$12 55.8% overvalued intrinsic discount
Automation Advances Will Erode Margins As Compliance Costs Mount
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Fair Value
·Fair Value US$25.5 26.7% undervalued intrinsic discount
Omni-channel Demand And AI Will Revolutionize Freight Solutions
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Omni-channel Demand And AI Will Revolutionize Freight Solutions
Key Takeaways Accelerating AI adoption and a transformative LTL mix shift position RXO for sustained margin expansion and outperformance versus industry peers. Expanding delivery franchise, automated digital platform, and proprietary pricing enable RXO to capture significant market share and drive superior long-term earnings power.Read more
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US$25.5
26.7% undervalued intrinsic discount
Fair Value
Profit Margin
2.43%
Future PE
29.36x
Price in 2029
US$32.48
Automation Advances Will Erode Margins As Compliance Costs Mount
Key Takeaways Advances in automation, industry consolidation, and digital platforms threaten RXO's brokerage differentiation, pricing power, and future revenue growth. Regulatory, sustainability, and labor pressures risk driving up costs and reducing both margin stability and capital efficiency.Read more
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US$12
55.8% overvalued intrinsic discount
Fair Value
Profit Margin
0.35%
Future PE
111.93x
Price in 2029
US$15.29
Freight Market Stabilization Will Lead To Opportunities Amid Evolving E-Commerce Trends
Key Takeaways Proprietary digital technology, unified platforms, and asset-light operations are driving sustainable margin expansion and differentiating RXO as a logistics industry leader. Diversification and growth in LTL brokerage and e-commerce shield RXO from cyclical downturns, supporting stable free cash flow and consistent earnings strength.Read more
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US$15.85
17.9% overvalued intrinsic discount
Fair Value
Profit Margin
1.31%
Future PE
38.57x
Price in 2029
US$20.25
Trending Discussion
Recently Updated Narratives
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RXO: Freight Market Turn And New Services Will Shape Balanced Outlook
Fair Value: US$25.5 26.7% undervalued intrinsic discount
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RXO: Freight Turn Will Expose Growing Credit Strain And Execution Risk
Fair Value: US$12 55.8% overvalued intrinsic discount
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RXO: Mixed Truckload Recovery And Credit Concerns Will Shape EPS Normalization
Fair Value: US$15.85 17.9% overvalued intrinsic discount
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Snowflake Analysis
RXO, Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -0.64
- 15.92%
- -1.83%
- 28.4%
About RXO
- Founded
- 2022
- Employees
- 6906
- CEO
- WebsiteView website
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.
