Wolfe Research analyst Scott Group maintains $XPO (XPO.US)$ with a buy rating, and adjusts the target price from $105 to $143.
According to TipRanks data, the analyst has a success rate of 56.5% and a total average return of 8.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $XPO (XPO.US)$'s main analysts recently are as follows:
The forecast for Q3 EPS for less-than-truckload shippers has been adjusted downwards, leading to a reduction in the EPS forecasts for 2025/2026 based on lower starting points. This revision primarily stems from the generally weak operational updates in the middle of Q3 from these companies. Despite this, there are still solid volume intake trends observed for Saia (SAIA) as it continues to expand its network with new terminal openings.
The initiation of coverage on transportation and logistics companies reflects a broadly optimistic outlook. Analysis indicates that the cyclical downturn in the transport sector is approaching its latter stages, with current rates and margins nearing their low points. This situation is anticipated to lead to a significant uptick in earnings growth by 2025 and 2026 as the rates begin to rebound. The favorable perspective is reinforced by the belief that many companies in the sector possess robust leadership teams known for their strategic capital management, which is crucial given the sector's vital role in the North American economic framework. This essential nature of transportation services also minimizes the likelihood of major disruptions or the risk of these services being supplanted. Analysts recommend investors to align their investments to benefit from the expected cyclical upturn and to focus on companies that are poised to gain disproportionately from the tightening of freight conditions.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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沃尔夫研究分析师Scott Group维持$XPO (XPO.US)$买入评级，并将目标价从105美元上调至143美元。
根据TipRanks数据显示，该分析师近一年总胜率为56.5%，总平均回报率为8.0%。
此外，综合报道，$XPO (XPO.US)$近期主要分析师观点如下：
汽运零担托运人对第三季度每股收益的预测已向下调整，基于较低的起点，2025/2026年的每股收益预测有所下调。此次修订主要源于这些公司在第三季度中期的运营情况普遍疲软。尽管如此，随着Saia（SAIA）继续通过新航站楼的开放扩大其网络，其吞吐量仍呈稳健的增长趋势。
对运输和物流公司的报道的开始反映了普遍乐观的前景。分析表明，运输业的周期性衰退已接近后期阶段，目前的利率和利润率接近最低点。随着利率开始反弹，预计这种情况将导致到2025年和2026年的收益增长大幅上升。该行业的许多公司都拥有以战略资本管理闻名的强大领导团队，这进一步强化了这种有利前景，鉴于该行业在北美经济框架中的重要作用，这一点至关重要。运输服务的这种基本性质还将重大中断的可能性或这些服务被取代的风险降至最低。分析师建议投资者调整投资，以从预期的周期性回升中受益，并专注于有望从货运条件紧缩中获得不成比例收益的公司。
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