Goldman Sachs expects Nvidia ’beat and raise,’ lifts price target to $240
Investing.com - Stifel has raised its price target on XPO (NYSE:XPO) to $140.00 from $136.00 while maintaining a Buy rating on the logistics company’s stock. According to InvestingPro data, analyst targets for XPO range from $83 to $162, with the stock currently trading at $125.35.
The price target increase comes despite what Stifel describes as "a mixed, but generally weak macro backdrop" for the Less-than-Truckload (LTL) sector, with interest rate uncertainty, trade tensions, and geopolitical issues weighing on demand and sentiment heading into third-quarter earnings season. XPO maintains a "GOOD" overall Financial Health Score according to InvestingPro analysis, with particularly strong profit metrics.
According to Stifel’s channel checks and intra-quarter data, operations remain "soft but stable," with below-seasonal demand due to uneven restocking and slow industrial activity, though core pricing remains solid despite volume challenges.
XPO, currently trading at $125.25, has "fared best through the elongated trough" due to its "idiosyncratic cost reduction opportunities," a trend Stifel expects to continue in the near term.
The overall tone for the third quarter of 2025 is one of "cautious stability," featuring continued yield strength but soft demand and margin pressure for most carriers in the sector, with potential rate support in 2026 as truckload capacity may soon tighten.
In other recent news, XPO reported a 4.7% decrease in its less-than-truckload (LTL) tonnage for August 2025 compared to the same month last year. This decline was attributed to a 3.4% year-over-year decrease in shipments per day and a 1.3% reduction in weight per shipment. Moody’s Ratings has affirmed XPO’s Ba2 corporate family rating while changing the outlook from stable to positive, indicating expectations of continued operational improvement through 2026. JPMorgan reiterated its Overweight rating on XPO, maintaining a price target of $144,156.00, reflecting a positive outlook on the company. Additionally, Benchmark added XPO to its Best Ideas List, keeping a Buy rating with a $140.00 price target. These ratings and outlooks suggest confidence among analysts about XPO’s future performance.
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