GXOIndustrials · Integrated Freight & LogisticsThe 17 Wall Street analysts covering GXO Logistics, Inc. hold a median 12-month price target of $65 — +41.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 56 of 100 as at 6 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores GXO Logistics, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (78): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Issuance (44): The company has been issuing shares or taking on financing, diluting existing holders.
Size (22): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on GXO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +41.3% from it.
Of the 20 most recent actions, 1 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | Susquehanna | Maintains | Positive | $62 → $60 |
| 6 Aug 2026 | Susquehanna | Maintains | Positive | — |
| 6 Aug 2026 | Susquehanna | Maintains | Positive | $75 → $62 |
| 6 Aug 2026 | UBS | Maintains | Buy | — |
| 6 Aug 2026 | UBS | Maintains | Buy | $74 → $64 |
| 15 July 2026 | Stifel | Maintains | Buy | $71 → $70 |
| 15 July 2026 | Stifel | Maintains | Buy | — |
| 15 July 2026 | Truist Securities | Maintains | Buy | — |
| 15 July 2026 | Truist Securities | Maintains | Buy | $70 → $55 |
| 8 July 2026 | Stephens & Co. | Initiates | Overweight | — |
| 6 July 2026 | Morgan Stanley | Maintains | Overweight | $75 → $78 |
| 6 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 27 May 2026 | Barclays | Upgrade | Overweight | — |
| 7 May 2026 | Wells Fargo | Maintains | Overweight | — |
| 12 Feb 2026 | Truist Securities | Maintains | Buy | — |
| 12 Feb 2026 | UBS | Maintains | Buy | — |
| 12 Feb 2026 | Wells Fargo | Maintains | Overweight | — |
| 11 Feb 2026 | Citigroup | Maintains | Buy | — |
| 8 Jan 2026 | Citigroup | Maintains | Buy | — |
| 8 Jan 2026 | Susquehanna | Maintains | Positive | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. GXO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, GXO Logistics, Inc. returned −15.2% against +17.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 85% of US stocks
Cheaper than 49% of US stocks
Cheaper than 32% of US stocks
Higher than 37% of US stocks
Higher than 32% of US stocks
Higher than 10% of US stocks
Higher than 50% of US stocks
Higher than 49% of US stocks
Higher than 53% of US stocks
Higher than 61% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
GXO Logistics, Inc. has a market value of $5.3B and an enterprise value of $10.7B.
Revenue in the twelve months to 30 June 2026: $13.6B. The latest quarter grew 4.3% year on year.
Net income over the same four quarters: $135.0M, a 1.0% net margin.
Diluted earnings per share, trailing twelve months: $1.13.
Free cash flow in the twelve months to 30 June 2026: $180.0M, after $329.0M of capital spending.
GXO Logistics, Inc. spent $18.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 40.7×; forward P/E: 13.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
GXO Logistics, Inc. employs 150,000 people — $91K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own GXO Logistics, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Research highlights GXO, along with UPS and FDX, as well-positioned to benefit from improving freight conditions and industry cost-cutting measures within the air-freight and cargo sector.
Why it matters — The piece suggests GXO is positioned to capitalize on favorable industry tailwinds, which could be relevant for investors tracking its near-term prospects.
An article highlights strains on America's trucking-dependent supply chain, noting that nearly all consumer goods rely on the nation's highways for at least part of their journey. The piece suggests the supply chain is under pressure.
Why it matters — A GXO watcher would care because the company's logistics and transportation operations depend heavily on the health of the nation's trucking and supply-chain infrastructure.
GXO Logistics announced the launch of a 10-year strategic logistics relationship with Columbia Sportswear Company covering its European supply chain. The partnership aims to provide operational continuity today and a multi-year plan to strengthen Columbia Sportswear's European operations.
Why it matters — A new decade-long contract with a global brand strengthens GXO's long-term revenue visibility and expands its European footprint, which is significant for those tracking the company's contract wins.
GXO Logistics announced the appointment of Dan Davis as President of Aerospace & Defense, a newly created enterprise role aimed at accelerating growth and strengthening the company's position in that strategic vertical.
Why it matters — A dedicated leadership role signals GXO's increased focus and investment in the Aerospace & Defense sector, one of its most strategic growth areas.
GXO Logistics is piloting a global labor management system intended to standardize workforce planning and boost productivity, with plans for a broader rollout in 2027.
Why it matters — The pilot signals GXO's effort to modernize and standardize its workforce operations, which could enhance operational efficiency ahead of the 2027 rollout.
The 17 Wall Street analysts covering GXO Logistics, Inc. have a median 12-month price target of $65, with estimates ranging from $55 to $90. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering GXO Logistics, Inc., 16 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks GXO Logistics, Inc. 56 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, GXO Logistics, Inc. ranks 56 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (78 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +41.3% from the last close, and Ticker Nerd's factor model ranks GXO Logistics, Inc. 56 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering GXO Logistics, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GXO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $55 to $90 over the next 12 months.
GXO Logistics, Inc. returned -15.2% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
GXO Logistics, Inc. is a global contract logistics company that provides outsourced supply chain services to businesses across multiple industries.
The most recent item we track (Zacks Investment Research, 1 Oct 2026): "3 Air-Freight & Cargo Stocks to Watch as Industry Prospects Improve". Zacks Research highlights GXO, along with UPS and FDX, as well-positioned to benefit from improving freight conditions and industry cost-cutting measures within the air-freight and cargo sector.
GXO Logistics, Inc. is a global contract logistics company that provides outsourced supply chain services to businesses across multiple industries. GXO focuses on warehousing, distribution, order fulfillment, e-commerce logistics, reverse logistics, and value-added supply chain support, helping customers manage the movement, storage, and processing of goods. Its operations serve sectors such as e-commerce, omnichannel retail, technology, consumer electronics, food and beverage, industrial manufacturing, and consumer packaged goods. The company also uses technology-enabled solutions, including warehouse automation, labor and inventory management, and predictive analytics, to support efficient and customized logistics operations. Headquartered in Greenwich, Connecticut, GXO operates a broad international network of facilities and plays a significant role in the contract logistics market by supporting large enterprises with scalable, outsourced fulfillment and distribution capabilities.
CEO Mr. Patrick Kelleher · 150,000 employees · United States · https://www.gxo.com
