Stockchase Opinions

Stephen Weiss, Founder, Short Hills Capital PartnersQXOQXOBUYAug 22, 2025

Run by a fine CEO. They project $10 billion revenue, and they are disciplined when they buy companies. A long-term compounder. Lower interest rates will drive their end market.

N/A

Stock price when the opinion was issued

$16.31

As of Jun 03, 2026. Market Open.

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PARTIAL BUY

He just bought a small position. The CEO has a good track record, aggressively buying and absorbing companies (XPO is an example). QXO is in one of the last gigantically fragmented markets.

BUY

They announced an acquisition of $2 billion this week. The stock will keep going higher.

DON'T BUY

The moving business is not good, though the CEO will find a way, like consolidate.