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.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
沃爾夫研究分析師Scott Group維持$XPO (XPO.US)$買入評級，並將目標價從105美元上調至143美元。
根據TipRanks數據顯示，該分析師近一年總勝率為56.5%，總平均回報率為8.0%。
此外，綜合報道，$XPO (XPO.US)$近期主要分析師觀點如下：
汽運零擔託運人對第三季度每股收益的預測已向下調整，基於較低的起點，2025/2026年的每股收益預測有所下調。此次修訂主要源於這些公司在第三季度中期的運營情況普遍疲軟。儘管如此，隨着Saia（SAIA）繼續通過新航站樓的開放擴大其網絡，其吞吐量仍呈穩健的增長趨勢。
對運輸和物流公司的報道的開始反映了普遍樂觀的前景。分析表明，運輸業的週期性衰退已接近後期階段，目前的利率和利潤率接近最低點。隨着利率開始反彈，預計這種情況將導致到2025年和2026年的收益增長大幅上升。該行業的許多公司都擁有以戰略資本管理聞名的強大領導團隊，這進一步強化了這種有利前景，鑑於該行業在北美經濟框架中的重要作用，這一點至關重要。運輸服務的這種基本性質還將重大中斷的可能性或這些服務被取代的風險降至最低。分析師建議投資者調整投資，以從預期的週期性回升中受益，並專注於有望從貨運條件緊縮中獲得不成比例收益的公司。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
