This summary was created by AI, based on 1 opinions in the last 12 months.
XPO Logistics, Inc. has recently faced significant downward pressure in its stock price, with a notable decline of 15% in just one week. This decline appears to be influenced by broader negative trends within the freight sector, which has been struggling for some time. Despite XPO reporting adequate earnings earlier this month, the overall market sentiment remains cautious. The recent disappointing quarter reported by TFI has further exacerbated concerns among investors. As market dynamics continue to evolve, XPO's performance is closely linked to the health of the freight sector, leading to uncertain prospects for the company.
Is up 105% this year. She took some profits in September. They're taking market share and trade at 8.5x EBITDA vs. Old Dominion's 18x. That's a huge gap they can close. UPS's struggles worry her, though they are slightly different companies. Is a little nervous ahead of earnings.
It's isn't cheap now, but it is compared to peers like Old Dominion. Management is super, correcting previous problems. This stock is okay here to hold, but wouldn't buy more given the economic backdrop.
He used to own it for its value. Then it spin out two companies. Doesn't own it now because of the freight environment.
Companies like this can still move up in a tough economic environment. The upgrades show that there is a lot of value in this stock.
Companies like this can still move up in a tough economic environment. The upgrades show that there is a lot of value in this stock.
Is higher despite downgrades today. They spun off GXO and RXO. It now trades at 6x EBITDA vs. peers of 10x or 18x, so it's trading at a discount. XPO gained market share last quarter. Shares ran up 32% year to date before earnings, but expectations were so high, so shares fell back after the report. Still, it's cheap vs. peers and run by superior management.
It's economically sensitive. A tremendous value creator. Has always been a dirt-cheap stock that he once owned, and will own again, just not now. The money will go more towards FedEx and UPS, though.
GXO spin-off 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.
XPO Logistics, Inc is a American stock, trading under the symbol XPO-N on the New York Stock Exchange (XPO). It is usually referred to as NYSE:XPO or XPO-N
In the last year, 1 stock analyst published opinions about XPO-N. 0 analysts 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 XPO Logistics, Inc.
XPO Logistics, Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for XPO Logistics, Inc.
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.
1 stock analyst on Stockchase covered XPO Logistics, Inc In the last year. It is a trending stock that is worth watching.
On 2025-03-21, XPO Logistics, Inc (XPO-N) stock closed at a price of $108.61.
The whole freight sector has been terrible for a while, then TFI recently reported a lousy quarter. XPO is -15% in one week, despite reporting okay earnings earlier this month.