Stockchase Opinions

Stephen Weiss, Founder, Short Hills Capital PartnersQXOQXOBUYFeb 13, 2026

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

$27.05

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.

DON'T BUY

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

BUY

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.