Wolfe Research Raises Rating on RXO (RXO)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 15 2025
0mins
Source: NASDAQ.COM
Analyst Upgrade: Wolfe Research upgraded RXO's outlook from Underperform to Peer Perform on November 14, 2025, with a projected average one-year price target of $17.03/share, indicating a potential upside of 56.86% from its recent closing price of $10.86/share.
Revenue and EPS Projections: RXO's projected annual revenue is estimated at $5,556 million, reflecting a decrease of 6.46%, while the projected annual non-GAAP EPS is 1.01.
Fund Sentiment: There are 542 funds reporting positions in RXO, with a slight decrease of 1.63% in ownership over the last quarter, although the average portfolio weight dedicated to RXO has increased by 18.58%.
Shareholder Activity: Notable shareholders include Orbis Allan Gray, which increased its stake by 3.68%, and Wellington Management Group, which raised its allocation by 1.85%, while IJR - iShares Core S&P Small-Cap ETF reduced its holdings by 20.63%.
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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.
RXO to Participate in Multiple Investor Conferences
- Conference Schedule: RXO will participate in the Stifel 2026 Transportation & Logistics Conference on February 10, 2026, in Miami, featuring Chairman and CEO Drew Wilkerson and Chief Strategy Officer Jared Weisfeld, showcasing the company's leadership in transportation solutions.
- Industry Engagement: At the Barclays 43rd Annual Industrial Select Conference on February 18, 2026, Chief Strategy Officer Jared Weisfeld and Senior Market Strategist Kevin Sterling will discuss RXO's market strategies, further enhancing the company's influence in the industry.
- Technology Showcase: RXO will present its tech-enabled truck brokerage services at Citi's 2026 Global Industrial Tech and Mobility Conference on February 19, 2026, aiming to improve freight efficiency through innovative solutions and build customer trust.
- Live Streaming: Live webcasts and replays of all presentations will be available on RXO's investor website, ensuring investors can stay updated on the company's latest developments, thereby enhancing transparency and investor relations.
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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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