XPOIndustrials · TruckingThe 25 Wall Street analysts covering XPO, Inc. hold a median 12-month price target of $240 — +25.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 22 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores XPO, 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
Revisions (98): Analysts have, on balance, been raising their forecasts.
Volatility (30): The share price moves around a lot.
Size (10): 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 XPO, 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 +25.0% from it.
Of the 20 most recent actions, 7 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | Citigroup | Maintains | Neutral | $226 → $221 |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | $236 → $238 |
| 31 July 2026 | Stephens & Co. | Maintains | Overweight | $255 → $270 |
| 31 July 2026 | TD Cowen | Maintains | Buy | $224 → $228 |
| 21 July 2026 | Stifel | Maintains | Buy | $237 → $241 |
| 21 July 2026 | Stifel | Maintains | Buy | — |
| 15 July 2026 | Citizens | Initiates | Market Perform | — |
| 15 July 2026 | Citizens | Initiates | Market Perform | — |
| 14 July 2026 | Susquehanna | Maintains | Neutral | — |
| 14 July 2026 | Susquehanna | Maintains | Neutral | $212 → $214 |
| 13 July 2026 | Raymond James | Maintains | Outperform | $233 → $225 |
| 13 July 2026 | Raymond James | Maintains | Outperform | — |
| 9 July 2026 | Citigroup | Maintains | Neutral | $236 → $226 |
| 9 July 2026 | Citigroup | Maintains | Neutral | — |
| 7 July 2026 | UBS | Maintains | Buy | $236 → $257 |
| 7 July 2026 | UBS | Maintains | Buy | — |
| 6 July 2026 | Morgan Stanley | Maintains | Underweight | $105 → $115 |
| 6 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 1 July 2026 | Evercore ISI Group | Upgrade | Outperform | — |
| 15 June 2026 | Citigroup | Maintains | Neutral | — |
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. XPO appears on the weeks it earns a place.
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 13% of US stocks
Cheaper than 45% of US stocks
Cheaper than 8% of US stocks
Cheaper than 16% of US stocks
Higher than 59% of US stocks
Higher than 75% of US stocks
Higher than 14% of US stocks
Higher than 68% of US stocks
Higher than 59% of US stocks
Higher than 83% of US stocks
Higher than 83% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 XPO, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
XPO announced that three of its drivers earned top honors at the 2026 National Truck Driving Championships. Chris Poynor of Pasco, Washington, placed first in the 3-Axle class, and two other XPO drivers also earned podium spots.
Why it matters — The recognition highlights the skill and safety record of XPO's drivers, reflecting positively on the company's workforce and operations.
XPO is targeting a sub-80s LTL operating ratio, aiming for efficiency gains from its current 83.9%, with each one-point improvement estimated to add $85.762M in operating income and $12.45 to share price. The drivers include disciplined pricing, network density, and service improvements, supported by a recent 200bps year-over-year OR improvement.
Why it matters — Operating ratio improvement is a key earnings and valuation lever for XPO, so progress on the sub-80s target would directly influence its profitability and share performance.
XPO reported record second-quarter results, driven by growth in its North American less-than-truckload business, higher pricing, and productivity gains from technology initiatives. The company said it expects further margin improvement, faster free-cash-flow growth, and continued volume momentum in the second half of 2026.
Why it matters — An XPO watcher would care because record results and the company's outlook for continued margin improvement and faster free-cash-flow growth point to sustained momentum in its core North American LTL business.
XPO reported record second-quarter results, with margin expansion, pricing strength, and an improved outlook supported by AI, productivity gains, and improving freight trends.
Why it matters — The results show that XPO's investments in AI and productivity are translating into stronger financial performance and a positive forward outlook.
The Motley Fool notes the AI trade is faltering and suggests investors consider diversifying into industrial stocks, as the ISM manufacturing index indicates the industrial economy has returned to expansion.
Why it matters — As a transportation and logistics company tied to industrial activity, XPO could benefit from renewed expansion in the manufacturing sector.
The 25 Wall Street analysts covering XPO, Inc. have a median 12-month price target of $240, with estimates ranging from $115 to $275. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering XPO, Inc., 19 rate it a Buy, 4 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks XPO, Inc. 89 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, XPO, Inc. ranks 89 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 (98 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +25.0% from the last close, and Ticker Nerd's factor model ranks XPO, Inc. 89 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering XPO, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for XPO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $115 to $275 over the next 12 months.
XPO, Inc. returned +39.7% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
XPO Inc. is a transportation and logistics company specializing in asset-based less-than-truckload freight services.
The most recent item we track (GlobeNewsWire, 18 Aug 2026): "Three XPO Drivers Earn Top Awards at 2026 National Truck Driving Championships". XPO announced that three of its drivers earned top honors at the 2026 National Truck Driving Championships. Chris Poynor of Pasco, Washington, placed first in the 3-Axle class, and two other XPO drivers also earned podium spots.
XPO Inc. is a transportation and logistics company specializing in asset-based less-than-truckload freight services. Headquartered in Greenwich, Connecticut, and founded in the United States, XPO focuses on consolidating smaller freight shipments into efficient linehaul and distribution networks. The company operates a broad terminal and trucking infrastructure across North America, complemented by transportation operations in Europe. Its North American less-than-truckload segment provides day-definite and time-definite shipping, regional and long-haul services, and value-added options such as cross-border movements. In Europe, XPO offers services that include dedicated truckload, less-than-truckload, freight brokerage, managed transportation, last-mile delivery, and multimodal freight solutions. Across these markets, XPO uses proprietary technology to optimize routing, dock operations, and network density, aiming to improve reliability and transit times for shippers. The company serves a diversified customer base spanning manufacturing, industrial, retail, and other sectors, playing a key role in regional and national freight flows and in supporting complex supply chains.
CEO Mr. Mario A. Harik · 38,000 employees · United States · https://www.xpo.com