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RXORXOIndustrials · Trucking

RXO Stock Forecast: RXO, Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$19
−0.10% on the day

The 21 Wall Street analysts covering RXO, Inc. hold a median 12-month price target of $23 — +18.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 12 Sept 2026 — in the upper half. Here, the model and the Street point the same way.

Market cap
$3.2B
Ticker Nerd rank
72 / 100
Median analyst target
$23
Analysts covering
21
Revenue$1.8B+25.0% y/y
Operating income$12.0M
Net income−$9.0M
Free cash flow−$52.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.6%
1M
−9.3%
YTD
+54.2%
1Y
+13.6%
From 52W high
−33.5%
From 52W low
+86.0%
$10
$29
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

RXO stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores RXO, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 12 Sept 2026
72 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
93
Momentum
72
Growth
65
Quality
62
Value
61
Accruals
57
Volatility
42
Issuance
33
Size
29

Revisions (93): Analysts have, on balance, been raising their forecasts.

Issuance (33): The company has been issuing shares or taking on financing, diluting existing holders.

Size (29): 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.

Wall Street

RXO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on RXO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$15$20$25$30$35Oct 25Jan 26Apr 26Jul 26RXOHigh $35Median $23Low $13

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

What Wall Street says21 analysts
7 Buy11 Hold3 Sell
Low $13Median $23High $35

The green dot is the last close — the median target sits +18.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 6 moved their price target up and 5 moved it down.

DateFirmActionRatingTarget
9 Sept 2026Wells FargoMaintainsEqual-Weight$22 → $23
7 Aug 2026CitigroupMaintainsNeutral$30 → $23
7 Aug 2026CitizensUpgradeMarket Outperform$30
7 Aug 2026TD CowenMaintainsSell$19 → $18
7 Aug 2026Truist SecuritiesMaintainsBuy$30 → $28
7 Aug 2026UBSMaintainsNeutral$26 → $23
28 July 2026TD CowenDowngradeSell$24 → $19
28 July 2026TD CowenDowngradeSell—
16 July 2026Goldman SachsMaintainsNeutral$18 → $20
16 July 2026Goldman SachsMaintainsNeutral—
15 July 2026Truist SecuritiesMaintainsBuy$26 → $30
15 July 2026Truist SecuritiesMaintainsBuy—
14 July 2026BMO CapitalInitiatesOutperform$35
14 July 2026BMO CapitalInitiatesOutperform—
14 July 2026SusquehannaMaintainsNegative$18 → $20
14 July 2026SusquehannaMaintainsNegative—
13 July 2026StifelMaintainsBuy$22 → $30
13 July 2026StifelMaintainsBuy—
9 July 2026CitigroupMaintainsNeutral$24 → $30
9 July 2026CitigroupMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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. RXO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

RXO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, RXO, Inc. returned +13.6% against +17.5% for the S&P 500, dividends included.

RXO vs S&P 500, last 12 monthsTotal return, rebased to 100
6080100120140160180Oct 25Jan 26Apr 26Jul 26RXOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

RXO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+103.2%
Analysts raising
12
Analysts cutting
1
Fundamentals

RXO, Inc. (RXO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
645.3×

Cheaper than 1% of US stocks

Price / sales
0.5×

Cheaper than 81% of US stocks

Price / book
2.1×

Cheaper than 43% of US stocks

EV / EBITDA
42.7×

Cheaper than 6% of US stocks

Growth & margins
Revenue growth (YoY)
25.0%

Higher than 74% of US stocks

Earnings growth (YoY)
25.0%

Higher than 62% of US stocks

Gross margin
12.6%

Higher than 11% of US stocks

Operating margin
0.7%

Higher than 46% of US stocks

Net margin
−1.7%

Higher than 28% of US stocks

Returns & dividend
Return on equity
−6.8%

Higher than 38% of US stocks

Return on assets
−0.3%

Higher than 42% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

RXO, Inc. (RXO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • RXO, Inc. has a market value of $3.2B and an enterprise value of $3.9B.

  • Revenue in the twelve months to 30 June 2026: $6.1B. The latest quarter grew 25.0% year on year.

  • Net income over the same four quarters: −$105.0M, a −1.7% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.61.

  • Free cash flow in the twelve months to 30 June 2026: −$76.0M.

  • Shares outstanding: 164.9M.

  • Trailing P/E: 645.3×; forward P/E: 32.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • RXO, Inc. employs 6,906 people — $882K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 14 Sept 2026

Data provided by Twelve Data

Peers

RXO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelTrucking
CompanyMarket capTKN rank
RXORXO, Inc.$3.2B
72
ARCBArcBest Corp.$3.0B
91
WERNWerner Enterprises, Inc.$2.2B
59
SNDRSchneider National, Inc.$6.0B
91
MRTNMarten Transport Ltd.$1.1B
62
SAIASaia, Inc.$9.4B
53
HTLDHeartland Express, Inc.$955.7M
80

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own RXO, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest RXO news & analysis

RXO Provides Positive Brokerage Update, Highlighting Strong Truckload Gross Profit Per Load

Business Wire · 9 Sept 2026positive

RXO announced stronger-than-anticipated quarter-to-date truckload gross profit per load. Spot market represented approximately 50% of the company's full-truckload volume through the first two months of the quarter, and the company continues to phase in higher contract rates while leveraging its scale for purchasing.

Why it matters — This update signals improved profitability metrics in RXO's core brokerage business, which RXO watchers track closely for signs of market recovery and operational performance.

Enterprise Purchasing Group and RXO Launch New Strategic Partnership

Business Wire · 3 Sept 2026positive

RXO announced a preferred partnership with Enterprise Purchasing Group (epg), the world's leading group purchasing organization for logistics procurement. Under the agreement, RXO becomes epg's official FTL and LTL provider, and epg becomes the only logistics GPO offering RXO's services.

Why it matters — This partnership could expand RXO's reach among epg's logistics-procurement members and strengthen its position in the FTL and LTL market.

RXO Announces Participation at Upcoming Investor Conferences

Business Wire · 27 Aug 2026neutral

RXO announced that company leaders, including Chairman and CEO Drew Wilkerson and Chief Strategy Officer Jared Weisfeld, will present at the 2026 Jefferies Global Industrials Conference in New York City on Sept. 9, 2026, and at the Morgan Stanley 14th Annual Laguna Conference. The announcement was made via Business Wire from Charlotte, N.C.

Why it matters — Company leadership appearing at prominent investor conferences gives RXO watchers an opportunity to hear directly from executives about the company's strategy and outlook.

RXO's Latest Curve Freight Market Forecast Shows the Biggest Sequential Increase in Truckload Spot Rates Since 2021

Business Wire · 25 Aug 2026positive

RXO released its latest Curve truckload market forecast, showing rapidly rising truckload spot rates excluding fuel impact. Spot rates rose 32.4% year-over-year in the second quarter, up from 16.5% in the first quarter, marking the ninth consecutive inflationary reading and the biggest sequential increase since 2021.

Why it matters — A RXO watcher would care because the proprietary Curve forecast signals strengthening market conditions for truckload spot rates, a core area of RXO's transportation business.

RXO, Inc. (RXO) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

Seeking Alpha · 12 Aug 2026neutral

RXO, Inc. presented at Deutsche Bank's Chicago Industrials Summit, and a transcript of the presentation has been published. The item reports that this presentation event occurred and is now available in transcript form.

Why it matters — RXO watchers would care because the summit presentation offers insight into how the company communicates its business and strategy to an investor audience in an industrials-focused setting.

FAQ

Frequently asked questions about RXO stock

What is the RXO stock price forecast for 2026-2027?

The 21 Wall Street analysts covering RXO, Inc. have a median 12-month price target of $23, with estimates ranging from $13 to $35. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is RXO stock a buy right now?

Of the 21 analysts covering RXO, Inc., 7 rate it a Buy, 11 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks RXO, Inc. 72 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank RXO?

As at 12 Sept 2026, RXO, Inc. ranks 72 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 Revisions (93 of 100).

Will RXO stock go up?

No one can know that. What the data says: the median 12-month target from 21 analysts implies +18.0% from the last close, and Ticker Nerd's factor model ranks RXO, Inc. 72 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the RXO stock forecast for 2030?

No analyst covering RXO, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for RXO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $13 to $35 over the next 12 months.

How has RXO stock performed over the past year?

RXO, Inc. returned +13.6% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does RXO, Inc. do?

RXO Inc. is an asset-light transportation and logistics company that specializes in truck brokerage, managed transportation, last mile delivery, and freight forwarding.

What is the latest news on RXO?

The most recent item we track (Business Wire, 9 Sept 2026): "RXO Provides Positive Brokerage Update, Highlighting Strong Truckload Gross Profit Per Load". RXO announced stronger-than-anticipated quarter-to-date truckload gross profit per load. Spot market represented approximately 50% of the company's full-truckload volume through the first two months of the quarter, and the company continues to phase in higher contract rates while leveraging its scale for purchasing.

Company

About RXO, Inc.

RXO Inc. is an asset-light transportation and logistics company that specializes in truck brokerage, managed transportation, last mile delivery, and freight forwarding. RXO connects shippers with third-party carriers through technology-driven platforms and service teams, helping manage freight movement across truckload, middle mile, ocean, air, and customs-related services. The company serves a broad range of industries, including retail, consumer goods, manufacturing, food and beverage, and industrials, with a focus on improving freight coordination and supply chain efficiency. Headquartered in Charlotte, North Carolina, RXO plays a significant role in the North American transportation market as a brokered transportation platform built around scale, digital visibility, and access to carrier capacity.

CEO Mr. Drew M. Wilkerson · 6,906 employees · United States · https://www.rxo.com