RXO stock touches 52-week low at $17.4 amid market challenges

Published 03/04/2025, 15:54
RXO stock touches 52-week low at $17.4 amid market challenges

RXO Inc. shares have stumbled to a 52-week low, trading at $17.17 as the logistics company grapples with a challenging market environment. With a market capitalization of $3.19 billion and annual revenue of $4.55 billion, InvestingPro analysis suggests the stock is slightly undervalued at current levels. This latest price level reflects a significant downturn from the stock’s performance, with a steep 27.78% decline over the past six months. Investors are closely monitoring the stock as it navigates through the current economic headwinds, which have been a test for many in the industry. The 52-week low serves as a critical point of observation for both analysts and shareholders, as they assess the company’s strategies for recovery and growth in the coming quarters. InvestingPro data reveals 8 additional key insights about RXO’s financial health and growth prospects, available in the comprehensive Pro Research Report.

In other recent news, RXO Inc. reported its fourth-quarter financial results, which included an adjusted earnings per share of $0.06, aligning with analyst estimates. The company’s revenue reached $1.67 billion, slightly surpassing the consensus forecast of $1.66 billion and marking a 70% year-over-year increase, largely attributed to the acquisition of Coyote Logistics. Despite the revenue beat, the company’s outlook for the first quarter of 2025 seemed to disappoint, with expected adjusted EBITDA ranging from $20 million to $30 million and projected brokerage gross margins between 12% and 14%. Barclays (LON:BARC) analyst Brandon Oglenski adjusted RXO’s stock price target to $24 from $30, maintaining an Overweight rating, following the recent earnings report. Oglenski noted that RXO’s fourth-quarter revenues exceeded expectations by 10%, with brokerage gross margins also surpassing projections. However, the company anticipates increased costs in purchased transportation and a dip in managed transportation revenue, leading to a more conservative volume outlook for 2025 and 2026. CEO Drew Wilkerson highlighted that the integration of Coyote Logistics is progressing ahead of schedule, with an increased estimate for annualized cost synergies expected to reach at least $50 million. RXO’s gross margin contracted to 15.5% in the fourth quarter from 18% a year earlier, reflecting ongoing challenges in the freight market.

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