JPMorgan Chase & Co. Issues Positive Forecast for XPO (NYSE:XPO) Stock Price

XPO (NYSE:XPO) had its price objective boosted by stock analysts at JPMorgan Chase & Co. from $160.00 to $189.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price target suggests a potential downside of 7.27% from the stock’s current price.

XPO has been the subject of a number of other research reports. Morgan Stanley reiterated an “underweight” rating and set a $95.00 price objective on shares of XPO in a research note on Thursday. Zacks Research downgraded shares of XPO from a “hold” rating to a “strong sell” rating in a research report on Wednesday, January 14th. Citigroup downgraded XPO from a “buy” rating to a “neutral” rating and upped their price target for the company from $164.00 to $171.00 in a report on Wednesday, January 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $180.00 target price on shares of XPO in a research report on Thursday. Finally, Rothschild & Co Redburn set a $156.00 price objective on XPO in a research report on Wednesday, November 26th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, XPO currently has a consensus rating of “Moderate Buy” and a consensus target price of $174.52.

XPO Stock Up 9.8%

XPO stock traded up $18.20 during midday trading on Friday, hitting $203.82. The stock had a trading volume of 4,770,521 shares, compared to its average volume of 1,868,041. The business has a 50-day moving average of $147.04 and a two-hundred day moving average of $136.60. The company has a debt-to-equity ratio of 1.77, a current ratio of 1.02 and a quick ratio of 1.02. The firm has a market cap of $23.92 billion, a price-to-earnings ratio of 73.32, a price-to-earnings-growth ratio of 3.26 and a beta of 2.01. XPO has a 52-week low of $85.06 and a 52-week high of $204.13.

XPO (NYSE:XPO) last announced its earnings results on Thursday, February 5th. The transportation company reported $0.88 EPS for the quarter, beating analysts’ consensus estimates of $0.76 by $0.12. The firm had revenue of $2.01 billion for the quarter, compared to analysts’ expectations of $1.95 billion. XPO had a net margin of 4.13% and a return on equity of 26.14%. The company’s quarterly revenue was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.89 EPS. As a group, equities research analysts forecast that XPO will post 4.15 earnings per share for the current fiscal year.

Institutional Trading of XPO

A number of institutional investors and hedge funds have recently bought and sold shares of XPO. Bayforest Capital Ltd increased its holdings in shares of XPO by 72.8% in the third quarter. Bayforest Capital Ltd now owns 197 shares of the transportation company’s stock worth $25,000 after purchasing an additional 83 shares during the last quarter. Toth Financial Advisory Corp raised its holdings in shares of XPO by 100.0% during the 4th quarter. Toth Financial Advisory Corp now owns 200 shares of the transportation company’s stock worth $27,000 after acquiring an additional 100 shares in the last quarter. Elyxium Wealth LLC purchased a new position in shares of XPO in the fourth quarter valued at $28,000. Root Financial Partners LLC bought a new stake in XPO in the third quarter worth $32,000. Finally, Torren Management LLC purchased a new stake in XPO during the fourth quarter valued at $37,000. 97.73% of the stock is currently owned by institutional investors.

XPO News Roundup

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Q4 beat on both revenue and adjusted EPS: XPO reported adjusted EPS of $0.88 (vs. consensus $0.76) and revenue of $2.01B (above estimates), signaling demand resilience. First look: XPO posts Q4 earnings beat
• Positive Sentiment: Management is upbeat on an industrial recovery: CEO called the recovery “early innings,” implying potential revenue upside if manufacturing demand broadens. XPO CEO: Early Innings of Industrial Demand Recovery
• Positive Sentiment: Capital allocation aimed at growth and margin improvement: XPO outlined $500M–$600M of 2026 capex tied to AI-driven productivity and explicit margin-expansion plans, which could boost operating leverage over time. XPO outlines $500m–$600m capex and margin expansion plans for 2026 amid AI-driven productivity
• Positive Sentiment: Macro tailwind developing: ISM data showed manufacturing expansion in January — a potential cyclical tailwind for XPO’s freight and LTL exposure. This Stock Is Already Up 40% This Year, And an Emerging Tailwind Could Push It Even Higher
• Neutral Sentiment: Adjusted results roughly flat YoY; GAAP EPS fell: Adjusted EPS beat but was essentially flat vs. prior year ($0.88 vs. $0.89), while GAAP diluted EPS declined to $0.50 from $0.63 — important for earnings quality context. XPO Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Analyst materials and decks are available for deeper review: management slide deck and earnings presentation provide detail on segment trends, capex uses, and productivity assumptions. XPO, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Pre-earnings concerns about soft freight: analysts warned freight softness could weigh on near-term outlook and margins, a risk if demand improvement stalls. XPO faces earnings test Thursday as soft freight weighs on outlook
• Negative Sentiment: Valuation and leverage are risks to monitor: XPO trades at a rich multiple and carries meaningful leverage, which increases sensitivity to any demand or margin miss. Here’s What Key Metrics Tell Us About XPO (XPO) Q4 Earnings

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.