XPO Share Price Performance
US$206.86
60.38 (41.22%)
32.5% overvalued intrinsic discount
US$156.08
Fair Value
Price US$206.86
AnalystConsensusTarget US$156.08
AnalystHighTarget US$180.00
AnalystLowTarget US$84.00
Fair ValueUS$156.08
Share Pricen/a
- 3 Narratives written by author
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- 16 Fair Values set on narratives written by author
XPO Community Narratives
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Fair Value US$156.08 32.5% overvalued intrinsic discount
Cost Discipline And Efficiency Initiatives Will Support Future Network Resilience
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Fair Value US$180 14.9% overvalued intrinsic discount
E-commerce And Digitization Will Ignite Domestic LTL Demand
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Fair Value US$105.46 96.2% 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
14.9% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6.1% p.a.
Profit Margin
7.88%
Future PE
35.34x
Price in 2029
US$227.68
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
99
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US$156.08
32.5% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5% p.a.
Profit Margin
7.62%
Future PE
32.72x
Price in 2029
US$197.78
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
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US$105.46
96.2% 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 Versus Cyclical Freight And Multiple Risk
Fair Value: US$180 14.9% overvalued intrinsic discount
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XPO: Margin Efficiency And AI Productivity Will Shape Mixed 2026 Risk Reward Profile
Fair Value: US$156.08 32.5% overvalued intrinsic discount
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Automation And Regulatory Pressures Will Squeeze Operating Margins
Fair Value: US$105.46 96.2% overvalued intrinsic discount
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Snowflake Analysis
XPO, Inc. Key Details
About XPO
- Founded
- 1989
- Employees
- 37300
- 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 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.
