Johnson Fistel Investigates RXO, Inc. for Potential Securities Violations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2025
0mins
Source: PRnewswire
- Investigation Launched: Johnson Fistel, PLLP is investigating whether RXO, Inc. violated federal securities laws by failing to timely disclose material information, which could lead to investor losses and negatively impact the company's reputation and stock price stability.
- Investor Rights Protection: The firm encourages investors who purchased RXO securities and suffered losses to join the investigation, highlighting its commitment to protecting investor rights and potentially prompting further legal actions to safeguard their interests.
- Legal Services Background: Johnson Fistel is a nationally recognized shareholder rights law firm that was ranked among the Top 10 Plaintiff Law Firms in 2024, indicating its expertise and influence in the securities litigation field.
- Historical Achievements: The firm has recovered approximately $90.725 million for clients in securities class actions, showcasing its successful track record in this area, which may attract more affected investors seeking legal assistance.
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Analyst Views on RXO
Wall Street analysts forecast RXO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RXO is 15.42 USD with a low forecast of 11.00 USD and a high forecast of 20.00 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.
16 Analyst Rating
3 Buy
11 Hold
2 Sell
Hold
Current: 14.600
Low
11.00
Averages
15.42
High
20.00
Current: 14.600
Low
11.00
Averages
15.42
High
20.00
About RXO
RXO, Inc. is a provider of asset-light transportation solutions. The Company offers tech-enabled truck brokerage services together with complementary solutions, including managed transportation and last-mile delivery. It combines massive capacity and cutting-edge technology to move freight through supply chains across North America. Its self-learning RXO Connect digital brokerage platform encompasses Freight Optimizer, as well as its mobile app, application programming interface (API) integrations, self-service dashboards and real-time functionality for transacting and tracking freight shipments. Its managed transportation service provides asset-light solutions for shippers who outsource their freight transportation. Its control tower solution leverages the expertise of a dedicated team focused on continuous improvement, and digital, door-to-door visibility into order status and freight in transit. Its last mile offering is an asset-light service that facilitates consumer deliveries.
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.
Cass Transportation Index: Freight Market Softness with Rising Rates
- Volume Decline: The Cass Freight Index reported a 7.2% month-over-month drop in shipments for December, with a year-over-year decline of 7.5%, indicating softness in the freight market despite stabilizing prices, highlighting industry challenges.
- Elevated Expenditures: Although expenditures fell by 1.9% month-over-month in December and only 0.6% year-over-year, this reflects persistent high freight costs that have not decreased as much as shipment volumes, following significant increases in 2021 and 2022.
- Truckload Index Recovery: The Cass Truckload Linehaul Index rose by 1.0% month-over-month in December and posted a 1.8% increase for 2025, recovering from declines of 10% in 2023 and 3.4% in 2024, indicating gradual market recovery.
- Future Demand Outlook: Cass Information Systems suggests that after significant destocking in Q4, a favorable Supreme Court ruling on IEEPA tariffs could act as a positive catalyst for freight demand moving forward.
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Analyst Cautions That RXO May Experience Margin Pressure Due to Tightening Truck Supply
Margin Pressure and Profitability: RXO Inc. is experiencing increased margin pressure due to tightening truck capacity and rising spot rates, leading to expected results falling below the company's target range.
Analyst Outlook: Bank of America Securities analyst Ken Hoexter has lowered his fourth-quarter 2025 adjusted EBITDA estimate for RXO to $18 million, citing rising costs and soft demand as key factors affecting brokerage profitability.
Spot Rates and Capacity Issues: Spot rates have risen, with dry van pricing climbing to $1.73 per mile, but demand remains soft, and sustained tender rejection rates are necessary for a significant increase in spot volumes.
Forecast Adjustments: Hoexter has cut his fourth-quarter brokerage gross margin estimate and adjusted his loss and profit forecasts for 2025 and 2026, while maintaining a valuation based on 2027 estimates, emphasizing the importance of capacity durability and market recovery.
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