XPO (NYSE:XPO) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

XPO (NYSE:XPO) had its target price increased by investment analysts at Wells Fargo & Company from $225.00 to $235.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the transportation company’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 9.65% from the stock’s current price.

Other equities research analysts have also issued reports about the company. Susquehanna lowered XPO from a “positive” rating to a “neutral” rating and lifted their price target for the company from $160.00 to $210.00 in a report on Wednesday, February 11th. Oppenheimer lifted their price target on XPO from $198.00 to $228.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. BMO Capital Markets set a $230.00 price objective on XPO in a research report on Thursday, February 19th. TD Cowen boosted their price objective on XPO from $192.00 to $224.00 and gave the company a “buy” rating in a research report on Friday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of XPO in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, XPO has an average rating of “Moderate Buy” and an average price target of $207.81.

XPO Stock Down 2.6%

NYSE XPO traded down $5.82 during trading on Friday, reaching $214.31. 264,453 shares of the company’s stock were exchanged, compared to its average volume of 1,629,944. XPO has a fifty-two week low of $105.90 and a fifty-two week high of $231.46. The firm has a market capitalization of $25.16 billion, a PE ratio of 80.74, a P/E/G ratio of 2.84 and a beta of 1.94. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 1.75. The company’s fifty day simple moving average is $204.05 and its 200-day simple moving average is $167.28.

XPO (NYSE:XPO) last announced its quarterly earnings data on Thursday, April 30th. The transportation company reported $1.01 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.12. XPO had a return on equity of 25.07% and a net margin of 3.87%.The firm had revenue of $2.10 billion during the quarter, compared to analyst estimates of $2.04 billion. During the same period last year, the company posted $0.73 EPS. The business’s quarterly revenue was up 7.3% compared to the same quarter last year. Sell-side analysts predict that XPO will post 4.49 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Smartleaf Asset Management LLC grew its position in shares of XPO by 13.8% in the fourth quarter. Smartleaf Asset Management LLC now owns 494 shares of the transportation company’s stock valued at $68,000 after purchasing an additional 60 shares in the last quarter. V Square Quantitative Management LLC boosted its stake in XPO by 19.1% during the first quarter. V Square Quantitative Management LLC now owns 374 shares of the transportation company’s stock valued at $73,000 after buying an additional 60 shares during the period. UMB Bank n.a. boosted its stake in XPO by 4.4% during the fourth quarter. UMB Bank n.a. now owns 1,483 shares of the transportation company’s stock valued at $202,000 after buying an additional 63 shares during the period. Root Financial Partners LLC boosted its stake in XPO by 21.1% during the first quarter. Root Financial Partners LLC now owns 362 shares of the transportation company’s stock valued at $70,000 after buying an additional 63 shares during the period. Finally, Blair William & Co. IL lifted its stake in XPO by 1.4% during the fourth quarter. Blair William & Co. IL now owns 4,927 shares of the transportation company’s stock worth $670,000 after purchasing an additional 70 shares during the last quarter. 97.73% of the stock is currently owned by institutional investors.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Q1 results beat expectations — XPO reported adjusted EPS of $1.01 and revenue of $2.10B, topping Street estimates and showing y/y revenue and profit improvement. XPO Reports First-Quarter 2026 Results
• Positive Sentiment: Earnings call highlighted margin strength and an upbeat tone on operational execution — management emphasized margin improvements that support the stronger results and outlook. XPO, Inc. Earnings Call Highlights Margin Strength
• Positive Sentiment: Analysts raised price targets — Benchmark upgraded to Buy and lifted its target to $240, and TD Cowen raised its target to $224, adding buy-side momentum after the quarter. Benchmark price-target raise (Benzinga)
• Positive Sentiment: TD Cowen also raised its target to $224 and maintained a Buy rating, reinforcing the analyst support following results. TD Cowen price-target raise (Tickerreport)
• Positive Sentiment: Management points to AI-driven productivity, pricing momentum and capacity investments as drivers of the outlook — these operational initiatives underpin the bullish narrative on margins and efficiency. XPO Q1 deep dive (MSN)
• Neutral Sentiment: Company guidance items to watch — XPO forecasted a 23–24% adjusted effective tax rate for 2026 and reiterated a target for its LTL operating ratio “in the 70s”; tax-rate clarity reduces uncertainty but raises effective tax expense vs. prior expectations. Tax-rate and LTL target (Seeking Alpha)
• Neutral Sentiment: Analyst coverage and metric deep-dives continue — Zacks and others examined Q1 metrics versus estimates, reinforcing the view that XPO’s beat was broad-based but leaving longer-term forecasts to be watched. Q1 metrics vs. estimates (Zacks)

XPO Company Profile

XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.

In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.