XPOIndustrials · TruckingThe 25 Wall Street analysts covering XPO, Inc. hold a median 12-month price target of $230 — +21.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 31 Oct 2026 — among the strongest tenth. 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 (95): Analysts have, on balance, been raising their forecasts.
Volatility (36): The share price moves around a lot.
Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +21.4% from it.
Of the 20 most recent actions, 5 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | Stifel | Maintains | Buy | $257 → $230 |
| 7 Oct 2026 | Citigroup | Upgrade | Buy | $220 → $224 |
| 7 Oct 2026 | Truist Securities | Maintains | Buy | $240 → $220 |
| 5 Oct 2026 | JP Morgan | Maintains | Overweight | $214 → $205 |
| 2 Oct 2026 | B of A Securities | Maintains | Buy | $228 → $230 |
| 2 Oct 2026 | Susquehanna | Maintains | Neutral | $225 → $194 |
| 10 Sept 2026 | Bernstein | Initiates | Outperform | $244 |
| 10 Sept 2026 | Bernstein | Initiates | Outperform | — |
| 8 Sept 2026 | Citigroup | Maintains | Neutral | — |
| 8 Sept 2026 | Citigroup | Maintains | Neutral | $221 → $220 |
| 4 Sept 2026 | B of A Securities | Maintains | Buy | — |
| 4 Sept 2026 | B of A Securities | Maintains | Buy | $248 → $228 |
| 31 July 2026 | Citigroup | Maintains | Neutral | $226 → $221 |
| 31 July 2026 | Citigroup | Maintains | Neutral | — |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | $236 → $238 |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 31 July 2026 | Stephens & Co. | Maintains | Overweight | $255 → $270 |
| 31 July 2026 | Stephens & Co. | Maintains | Overweight | — |
| 31 July 2026 | TD Cowen | Maintains | Buy | — |
| 31 July 2026 | TD Cowen | Maintains | Buy | $224 → $228 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
XPO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, XPO, Inc. returned +39.4% against +12.4% 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 16% of US stocks
Cheaper than 45% of US stocks
Cheaper than 8% of US stocks
Cheaper than 18% of US stocks
Higher than 58% of US stocks
Higher than 86% of US stocks
Higher than 14% of US stocks
Higher than 69% of US stocks
Higher than 62% of US stocks
Higher than 86% of US stocks
Higher than 85% 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.
XPO, Inc. has a market value of $22.2B and an enterprise value of $25.8B.
Revenue in the twelve months to 30 June 2026: $8.6B. The latest quarter grew 12.4% year on year.
Net income over the same four quarters: $404.0M, a 4.7% net margin.
Diluted earnings per share, trailing twelve months: $3.39.
Free cash flow in the twelve months to 30 June 2026: $588.0M.
XPO, Inc. spent $215.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 44.6×; forward P/E: 28.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
XPO, Inc. employs 38,000 people — $226K 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 XPO, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
XPO reported Q3 2026 revenue of $2.4 billion, up 12% year over year. Adjusted EBITDA rose 27% to $433 million, and adjusted diluted earnings per share increased 59% to $1.70.
Why it matters — The results provide XPO watchers with an update on the company's revenue and adjusted earnings growth in the third quarter.
XPO reported 5% tonnage growth in the third quarter, its strongest performance in years. North American LTL revenue, including fuel surcharges, increased 17%.
Why it matters — The reported growth and headline’s reference to further margin-improvement potential are relevant to investors following XPO’s operating performance.
Seeking Alpha published a transcript of XPO, Inc.’s Q3 2026 earnings call.
Why it matters — The transcript provides XPO watchers with a record of the company’s discussion during its Q3 2026 earnings call.
Zacks Investment Research says XPO’s headline Q3 earnings numbers provide insight into its performance for the quarter ended September 2026. The item suggests comparing key metrics with Wall Street estimates and year-ago actuals.
Why it matters — Those comparisons may help XPO watchers assess quarterly performance against expectations and the prior-year period.
XPO reported quarterly earnings of $1.70 per share, above the Zacks Consensus Estimate of $1.56. Earnings were $1.07 per share in the year-ago quarter.
Why it matters — The results show XPO exceeded the consensus earnings estimate and posted higher per-share earnings than a year earlier.
The 25 Wall Street analysts covering XPO, Inc. have a median 12-month price target of $230, 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., 20 rate it a Buy, 3 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks XPO, Inc. 91 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, XPO, Inc. ranks 91 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 (95 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +21.4% from the last close, and Ticker Nerd's factor model ranks XPO, Inc. 91 out of 100 as at 31 Oct 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 +39.4% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
XPO, Inc. is a transportation and logistics company focused on asset-based less-than-truckload freight services in North America.
The most recent item we track (MarketBeat, 31 Oct 2026): "What XPO (XPO) Said on Its Q3 Earnings Call". XPO reported Q3 2026 revenue of $2.4 billion, up 12% year over year. Adjusted EBITDA rose 27% to $433 million, and adjusted diluted earnings per share increased 59% to $1.70.
XPO, Inc. is a transportation and logistics company focused on asset-based less-than-truckload freight services in North America. The company helps businesses move large and time-sensitive shipments through a network of owned trucks, terminals, and service centers, supported by proprietary technology designed to improve routing, visibility, and operational efficiency. XPO serves a wide range of customers across consumer, trade, and industrial markets, offering domestic and cross-border freight transportation into the United States, Canada, Mexico, and the Caribbean. Its business is centered on freight movement that requires flexible handling, coordinated delivery, and dense network coverage, making it an important provider within the commercial shipping and supply chain market. XPO is headquartered in Greenwich, Connecticut.
CEO Mr. Mario A. Harik · 38,000 employees · United States · https://www.xpo.com
