XPO Inc's stock rose by 5.04% as it crossed above the 5-day SMA, reflecting positive market conditions.
The company has been named to Fortune's 2026 list of the World's Most Admired Companies, marking a significant recognition of its leadership in the North American LTL transportation sector. CEO Mario Harik emphasized that this honor reflects the exceptional performance of the XPO team in customer service, which strengthens its competitive position in the market. This recognition is based on a survey conducted by Fortune in partnership with Korn Ferry, involving 3,000 corporate executives and financial community members.
This accolade not only enhances XPO's brand value but also positions it favorably in the eyes of investors, potentially leading to increased customer trust and business opportunities.
Wall Street analysts forecast XPO stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for XPO is 155.22 USD with a low forecast of 90.00 USD and a high forecast of 171.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
Wall Street analysts forecast XPO stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for XPO is 155.22 USD with a low forecast of 90.00 USD and a high forecast of 171.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Buy
3 Hold
1 Sell
Moderate Buy
Current: 163.060
Low
90.00
Averages
155.22
High
171.00
Current: 163.060
Low
90.00
Averages
155.22
High
171.00
Stifel
Buy
downgrade
$167 -> $166
2026-01-21
Reason
Stifel
Price Target
$167 -> $166
AI Analysis
2026-01-21
downgrade
Buy
Reason
Stifel lowered the firm's price target on XPO to $166 from $167 and keeps a Buy rating on the shares. The firm's base case expectation is for mid-to-high single digit percentage organic and regulatory-driven attrition in long-haul over-the-road supply this year and while it expects significantly less supply impact for Less-than-Truckload than it does in its Truckload group coverage, the firm believes tightening in truckload creates marginal demand spillover, as well as pricing support, the analyst tells investors in a Q4 earnings preview for the group.
Benchmark
Buy
maintain
$150 -> $165
2026-01-16
Reason
Benchmark
Price Target
$150 -> $165
2026-01-16
maintain
Buy
Reason
Benchmark raised the firm's price target on XPO to $165 from $150 and keeps a Buy rating on the shares. While the firm notes it recently reduced Q4 and FY26 estimates to reflect quarter-to-date volumes running below normal seasonality and prior assumptions, it views the near-term softness as "cyclical rather than structural" and XPO remains on Benchmark's Best Ideas list.
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TD Cowen
Jason Seidl
Buy
maintain
$141 -> $158
2026-01-09
Reason
TD Cowen
Jason Seidl
Price Target
$141 -> $158
2026-01-09
maintain
Buy
Reason
TD Cowen analyst Jason Seidl raised the firm's price target on XPO, Inc to $158 from $141 and keeps a Buy rating on the shares. The firm adjusted targets in the trucking group as part of a Q4 preview. The quarter likely saw modest peak and limited project work, but a carrier survey corroborates regulation-driven capacity attrition, which bodes well for 2026, the analyst tells investors in a research note.
BofA
Buy
maintain
$156 -> $160
2026-01-09
Reason
BofA
Price Target
$156 -> $160
2026-01-09
maintain
Buy
Reason
BofA raised the firm's price target on XPO, Inc to $160 from $156 and keeps a Buy rating on the shares. The firm looks to expand its exposure to cyclical Transport stocks into 2026, with a focus on cost conscious AI-enabled share gainers, the analyst tells investors in a year-ahead note on the sector. Demand should be aided by the Big Beautiful Bill's benefits of bonus depreciation, leading to infrastructure investments, $1.4 trillion in expected expenditures over the next three years on data centers and power supply, lower interest rates and potential flow through to the housing and forest product segments, the analyst says.
About XPO
XPO, Inc. is a provider of freight transportation services. The Company moves goods through its customers supply chains in North America and Europe. It operates through 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 United States (U.S.), as well as Mexico, Canada, and the Caribbean. It also includes trailer manufacturing operations. The European Transportation segment offers a range of services, such as truckload, LTL, truck brokerage, managed transportation, last mile, freight forwarding and multimodal solutions, including road-rail and road-short sea combinations. It serves a base of customers in consumer, trade, and industrial markets. The Company offers XPO Smart, its proprietary suite of intelligent tools and analytics that self-adjusts site by site to drive productivity across LTL service center operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
