
XPO Logistics (XPO) Stock Forecast & Price Target
XPO Logistics (XPO) Analyst Ratings
Bulls say
XPO is experiencing growth within its less-than-truckload (LTL) segment, reporting an adjusted EBITDA of $246 million, which reflects a year-over-year increase of 5.6%. The company also achieved a 5.8% increase in revenue per shipment, reaching $325.62, alongside a significant rise in LTL yield, which was up 6.3% year-over-year, indicating strong pricing power and improved service levels. Furthermore, XPO's adjusted LTL operating ratio improved by 260 basis points year-over-year, underscoring its operational efficiency and positioning the company favorably within the competitive landscape of public LTL carriers.
Bears say
XPO is experiencing significant challenges, with January tonnage down 8.5% year-over-year, influenced by severe weather that had a 3-point impact, reflecting a broader trend of declining shipments and weight metrics. Additionally, February showed a continued decline with shipments per day down 6.2% year-over-year and weight per shipment dropping 2.0%, suggesting that the company's growth trajectory is under pressure. The combination of these factors, along with a 22.6% decrease in fuel surcharge revenue, implies that XPO's high growth expectations may not be met, leading to a potential decrease in overall company valuation.
This aggregate rating is based on analysts' research of XPO Logistics and is not a guaranteed prediction by Public.com or investment advice.
XPO Logistics (XPO) Analyst Forecast & Price Prediction
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