XPO stock rating reiterated as Overweight by JPMorgan

Published 08/10/2025, 12:54
XPO stock rating reiterated as Overweight by JPMorgan

Investing.com - JPMorgan has reiterated its Overweight rating on XPO (NYSE:XPO) with a price target of $144,156.00. The transportation giant, currently valued at $15.59 billion, has demonstrated strong momentum with a 44.77% price return over the past six months, according to InvestingPro data.

The firm maintained its positive outlook on the transportation and logistics company in a research note issued Wednesday. XPO maintains a GOOD Financial Health Score and generates annual revenue of $8 billion, though InvestingPro analysis indicates the stock is trading above its Fair Value.

JPMorgan analyst Brian Ossenbeck affirmed the rating, suggesting continued confidence in XPO’s business model and growth prospects.

The price target of $144,156.00 represents a significant premium to the stock’s current trading level.

XPO provides freight transportation services including less-than-truckload, truck brokerage, and other supply chain solutions across North America and Europe.

In other recent news, XPO reported a 4.7% decrease in 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 and changed the outlook from stable to positive, indicating expectations of continued operational improvement through 2026. Benchmark has maintained its Buy rating on XPO, citing the company’s progress in improving pricing and margins, and has added XPO to its Best Ideas List with a price target of $140.00. The firm has expressed confidence in XPO’s ability to achieve best-in-class pricing and margins, highlighting these as key drivers for long-term earnings growth.

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