Related posts
Nervous markets await NvidiaThis summary was created by AI, based on 2 opinions in the last 12 months.
GXO Logistics, represented by the symbol GXO-N, has generated mixed reviews from industry experts. One expert noted that despite a long holding period, the company recently experienced a weak quarter characterized by slowing growth, compounded by the upcoming retirement of the CEO. This situation raises concerns about the company's future, as it is seen as a potential acquisition candidate, although there is uncertainty about the resumption of growth. On the other hand, another expert emphasized that while GXO is a valuable company, it has already witnessed a significant price increase recently, which raises questions about its current valuation. Overall, the outlook for GXO Logistics remains cautious, as the company navigates through leadership changes and growth challenges.
FedEx still missed revenues. The best thing that happened to UPS was FedEx kicking Amazon out, because they no longer playinng against one another one in terms of pricing. GXO is completely different from FedEx. GXO is a cost-plus or take-or-pay business with inflation escalators. GXO has 6% of the 3rd-party logistics business globally and are the largest independent amid more outsourcing. GXO will be fine and will trade with market, outperforming UPS or FedEx.
Splitting up a business can unlock value. GXO is the spin-off from XPO whose CEO boasts a long record of creating value when he ran United Rentals. The CEO consolidated in a highly fragmented industry by buying many companies. From 2014-2018, shares quadrupled. Then, the stock stumbled until last December 2020 when XPO did the spin-off. XPO kept the freight transportation and truck brokerage business, while spinning off the lucrative contract logistics division to make it the second-largest company in this space globally. Which one to buy? The XPO spun-off has given XPO a 73% gain since Jan. 2020. GXO has already surged from $57-79 after only a few weeks. People want a logistics stock, important to the new e-commerce economy. He likes both. XPO has more upside. GXO's warehouses give great exposure to e-commerce and logistics outsourcing, powerful long-term trends. GXO could be lowballing its forecasts and faces little competition in this space. There's still room to run here, too.
GXO Logistics is a American stock, trading under the symbol GXO-N on the New York Stock Exchange (GXO). It is usually referred to as NYSE:GXO or GXO-N
In the last year, 3 stock analysts published opinions about GXO-N. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for GXO Logistics.
GXO Logistics was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for GXO Logistics.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
3 stock analysts on Stockchase covered GXO Logistics In the last year. It is a trending stock that is worth watching.
On 2025-05-06, GXO Logistics (GXO-N) stock closed at a price of $37.8.
After holding it a long time, he sold it. They had a weak quarter with slowing growth a lot. The CEO is retiring. GXO is an acquisition candidate, but isn't sure if growth will resume.