GXO Logistics (GXO-N)
NYSE:GXO
39.91
0.37
(0.92%) 1d
Financials
Technical Analysis
This summary was created by AI, based on 3 opinions in the last 12 months.
GXO Logistics has experienced mixed reviews from experts, highlighting concerns over its recent performance and trajectory. One reviewer noted the company had a weak quarter with slowing growth and uncertainty surrounding the CEO's retirement, which raises questions about future growth prospects. Despite this, another expert acknowledged the company's recent substantial price movement, suggesting it may have become overvalued. However, a third review indicates that while GXO hasn't performed well in the short term, it reports good quarterly earnings, and its outsourcing business could show promise moving forward. Overall, while there are concerns, the company's underlying value remains acknowledged by some experts, suggesting it could be a candidate for acquisition.
A valuable company but it's had a monster move lately.
Hasn't do well recently, but they report good quarters. Their outsourcing should do well.
Continues to like it, though logistics is not his favourite sector. GXO enjoys ongoing outsourcing trends (i.e. Amazon, Nike, Intel) from companies who pay for their services. He's very long GXO, but it's tenuous.
They enjoy locked-in contracts with inflation kickers with a blue chip clientele. The e-commerce market is only 6% outsourced, so there's huge upside.
It got beaten down too much. They benefit from e-commerce and the outsourcing trend.
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.
They're saving Nike 100 basis points on their business. A fine performer and stock with growth ahead.
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.
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GXO Logistics(GXO-N) Rating
Ranking : 3 out of 5
Bullish - Buy Signals / Votes : 1
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 3
GXO Logistics(GXO-N) Frequently Asked Questions
What is GXO Logistics stock symbol?
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
Is GXO Logistics a buy or a sell?
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.
Is GXO Logistics a good investment or a top pick?
GXO Logistics was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for GXO Logistics.
Why is GXO Logistics stock dropping?
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.
Is GXO Logistics worth watching?
3 stock analysts on Stockchase covered GXO Logistics In the last year. It is a trending stock that is worth watching.
What is GXO Logistics stock price?
On 2025-03-26, GXO Logistics (GXO-N) stock closed at a price of $39.91.
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.