XPO Logistics, Inc (XPO-N) Stock Predictions - Stockchase
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XPO Logistics, Inc (XPO-N)

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XPO Logistics, Inc

XPO-N

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XPO Logistics, Inc (XPO-N) SAVE Apr, 18, 2019, 8:35 am

64.88 2.37 (3.79%)

About XPO Logistics, Inc (XPO-N)

XPO Logistics, Inc. is a U.S. corporation and one of the world's ten largest providers of transportation and logistics services. More at Wikipedia

What the experts are saying about XPO-N



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Signal Opinion Expert
DON'T BUY
XPO Logistics, Inc(XPO-N) 

February 7, 2019

In the last little while it has had a tough go. It has beaten only 6% of stocks on the S&P over the last year. He likes the transports but the rails more. You could buy IYT-N and that would be a better bet.
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In the last little while it has had a tough go. It has beaten only 6% of stocks on the S&P over the last year. He likes the transports but the rails more. You could buy IYT-N and that would be a better bet.
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David Burrows

President , Barometer Capital Ma...

Price Price
$59.660
Owned Owned
Unknown

BUY
XPO Logistics, Inc(XPO-N) 

January 28, 2019

It's in a good spot if you don't own it. It's showing new strength, returning to past levels of strength. If you're new to this, buy.

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It's in a good spot if you don't own it. It's showing new strength, returning to past levels of strength. If you're new to this, buy.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$61.470
Owned Owned
Unknown

DON'T BUY
XPO Logistics, Inc(XPO-N) 

January 8, 2019

In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
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In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$60.240
Owned Owned
Unknown

SELL

It has exceeded by about 30% its fair market value.  It has pushed beyond its intrinsic value.  It could go higher to $118-$120 but he does not think it will grow any further than that.  Since 2016 the trajectory of earnings has been slow and steady.

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It has exceeded by about 30% its fair market value.  It has pushed beyond its intrinsic value.  It could go higher to $118-$120 but he does not think it will grow any further than that.  Since 2016 the trajectory of earnings has been slow and steady.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$107.410
Owned Owned
Unknown

TOP PICK
XPO Logistics, Inc(XPO-N) 

April 18, 2018

Transports are outperforming the market--a good sign. XPO does logistics, fullfilment, getting products from the plant to the customer. This is a tech company with 1,700 coders creating tech solutions. Organic revenue growth with smart acquisitins. Sufferered only a little pullback in the recent correction. Use a $95 stop loss. A strong performer in the transport space. (Analysts' price target $107.56)

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Transports are outperforming the market--a good sign. XPO does logistics, fullfilment, getting products from the plant to the customer. This is a tech company with 1,700 coders creating tech solutions. Organic revenue growth with smart acquisitins. Sufferered only a little pullback in the recent correction. Use a $95 stop loss. A strong performer in the transport space. (Analysts' price target $107.56)

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David Burrows

President , Barometer Capital Ma...

Price Price
$107.090
Owned Owned
Yes

COMMENT
XPO Logistics, Inc(XPO-N) 

October 5, 2017

The last time this peaked, it was at the equivalent P/B of about $71, and that would remain as his upside potential. It has overrun its FMV of about $55. It is getting on the expensive end of the spectrum.

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The last time this peaked, it was at the equivalent P/B of about $71, and that would remain as his upside potential. It has overrun its FMV of about $55. It is getting on the expensive end of the spectrum.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$66.220
Owned Owned
Unknown

COMMENT

Trucking. He likes it. They have a fantastic growth rate. Trucking has had some core fundamental positives. There is nothing wrong with this.

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Trucking. He likes it. They have a fantastic growth rate. Trucking has had some core fundamental positives. There is nothing wrong with this.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$61.300
Owned Owned
Unknown

PAST TOP PICK
XPO Logistics, Inc(XPO-N) 

January 10, 2017

(A Top Pick Aug 17/16. Up 21.05%.) A global freight logistics company. One of those businesses in 2015 that got hit really hard because it had done too many acquisitions with a little bit too much debt into early 2016. Likes that it is a very high, free cash flow business. Trading at about 8.5X EBITDA, and growing in the 20%-25% rate. A fantastic business.

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(A Top Pick Aug 17/16. Up 21.05%.) A global freight logistics company. One of those businesses in 2015 that got hit really hard because it had done too many acquisitions with a little bit too much debt into early 2016. Likes that it is a very high, free cash flow business. Trading at about 8.5X EBITDA, and growing in the 20%-25% rate. A fantastic business.

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Bruce Tatters

Founding P, Triumph Asset Manage...

Price Price
$43.510
Owned Owned
Yes

BUY
XPO Logistics, Inc(XPO-N) 

November 21, 2016

It ran into trouble when the roll up stories got into trouble in 2015.  They ended up with too much debt.  They ended up with fantastic businesses.  He got into it early this year.  He thought they would stop doing that and let the entity do well without further acquisitions and they did.  Its earnings and outlook have improved a lot over the last couple of quarters.  He really likes it.

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It ran into trouble when the roll up stories got into trouble in 2015.  They ended up with too much debt.  They ended up with fantastic businesses.  He got into it early this year.  He thought they would stop doing that and let the entity do well without further acquisitions and they did.  Its earnings and outlook have improved a lot over the last couple of quarters.  He really likes it.

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Bruce Tatters

Founding P, Triumph Asset Manage...

Price Price
$42.230
Owned Owned
Yes

PAST TOP PICK
XPO Logistics, Inc(XPO-N) 

October 31, 2016

(Top Pick Aug 22/16, Down 9.68%) It was just in the news because it sold its truck load business to TransForce here in Canada.  They are a logistics company.  They also own an LTL division.  People thought XPO’s sale was at a low valuation, but he disagrees.

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(Top Pick Aug 22/16, Down 9.68%) It was just in the news because it sold its truck load business to TransForce here in Canada.  They are a logistics company.  They also own an LTL division.  People thought XPO’s sale was at a low valuation, but he disagrees.

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John Kim

Portfolio , Aston Hill Financial...

Price Price
$32.170
Owned Owned
Yes

TOP PICK
XPO Logistics, Inc(XPO-N) 

August 22, 2016

A US logistics company. They will route and ship whatever products for you. This includes where it will be picked up, how it gets transported, and where it is going, as well as handling all the custom forms and way bills that are needed. They also own Conway Trucking which they bought last year in order to do the “last mile”. They’ve reached the inflection where they are starting to generate free cash flow now. Management has guided $500-$800 million of free cash flow in 2018, and that is on a $4 billion market cap company. You are either going to get a 25% upside or it could be a double by 2018.

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A US logistics company. They will route and ship whatever products for you. This includes where it will be picked up, how it gets transported, and where it is going, as well as handling all the custom forms and way bills that are needed. They also own Conway Trucking which they bought last year in order to do the “last mile”. They’ve reached the inflection where they are starting to generate free cash flow now. Management has guided $500-$800 million of free cash flow in 2018, and that is on a $4 billion market cap company. You are either going to get a 25% upside or it could be a double by 2018.

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John Kim

Portfolio , Aston Hill Financial...

Price Price
$36.460
Owned Owned
Yes

TOP PICK
XPO Logistics, Inc(XPO-N) 

August 17, 2016

This handles freight, last mile globally. It has been an acquisition story where it has been gaining the scale to do logistics businesses globally for major companies. This is going to benefit from all the e-commerce trends. It also has very, very strong organic growth for the next few years, despite a really weak overall freight market. Well-managed. Has incredibly strong earnings growth for the next couple of years. 

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This handles freight, last mile globally. It has been an acquisition story where it has been gaining the scale to do logistics businesses globally for major companies. This is going to benefit from all the e-commerce trends. It also has very, very strong organic growth for the next few years, despite a really weak overall freight market. Well-managed. Has incredibly strong earnings growth for the next couple of years. 

Transportation
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Bruce Tatters

Founding P, Triumph Asset Manage...

Price Price
$36.000
Owned Owned
Yes

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