XPOIndustrials · TruckingThe 26 Wall Street analysts covering XPO, Inc. hold a median 12-month price target of $240 — +31.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 12 Sept 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 (96): Analysts have, on balance, been raising their forecasts.
Volatility (34): 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 +31.7% from it.
Of the 20 most recent actions, 5 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Sept 2026 | Bernstein | Initiates | Outperform | $244 |
| 8 Sept 2026 | Citigroup | Maintains | Neutral | $221 → $220 |
| 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 | — |
| 31 July 2026 | Stephens & Co. | Maintains | Overweight | $255 → $270 |
| 31 July 2026 | TD Cowen | Maintains | Buy | — |
| 31 July 2026 | TD Cowen | Maintains | Buy | $224 → $228 |
| 21 July 2026 | Stifel | Maintains | Buy | — |
| 21 July 2026 | Stifel | Maintains | Buy | $237 → $241 |
| 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 |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, XPO, Inc. returned +35.6% against +17.5% 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 13% of US stocks
Cheaper than 47% of US stocks
Cheaper than 9% of US stocks
Cheaper than 17% 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 82% 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 headline figures, each with its date. Every row carries its own link — cite it straight from here.
XPO, Inc. has a market value of $21.3B and an enterprise value of $25.1B.
Revenue in the twelve months to 30 June 2026: $8.6B. The latest quarter grew 13.2% 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: 53.7×; forward P/E: 28.1× — the forward figure prices analyst consensus estimates, not reported 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 (XPO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. The upgrade could drive the stock higher in the near term.
Why it matters — A Strong Buy upgrade signals increased confidence in XPO's earnings outlook, which could influence investor sentiment toward the stock.
A Barron's article reports on four trucking stocks Wall Street sees as buys after the sector has been pummeled, including XPO. It notes that tightening trucking capacity and improving freight rates could outweigh the impact of soaring diesel prices for these companies.
Why it matters — A XPO watcher would care because the piece identifies XPO as one of the trucking names Wall Street views favorably amid improving freight conditions.
XPO announced it will hold its third quarter 2026 earnings conference call and webcast on Thursday, October 29 at 8:30 a.m. Eastern Time. The company's results will be released earlier that morning and posted on www.xpo.com.
Why it matters — XPO watchers will know exactly when to expect the company's third-quarter financial results and earnings discussion.
XPO reported preliminary less-than-truckload (LTL) segment operating metrics for August 2026. The company, a leading North American freight transportation provider, released the data in a statement from Greenwich, Connecticut.
Why it matters — The monthly LTL operating data offers XPO watchers an early look at the company's recent freight segment performance.
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.
The 26 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 26 analysts covering XPO, Inc., 20 rate it a Buy, 4 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks XPO, Inc. 90 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.
As at 12 Sept 2026, XPO, Inc. ranks 90 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +31.7% from the last close, and Ticker Nerd's factor model ranks XPO, Inc. 90 out of 100 as at 12 Sept 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 +35.6% over the 12 months to 11 Sept 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 (Zacks Investment Research, 11 Sept 2026): "XPO (XPO) Upgraded to Strong Buy: Here's What You Should Know". XPO (XPO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. The upgrade could drive the stock higher in the near term.
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
