Goldman Sachs analyst Jordan Alliger maintains $XPO (XPO.US)$ with a buy rating, and sets the target price at $136.
According to TipRanks data, the analyst has a success rate of 53.4% and a total average return of 7.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $XPO (XPO.US)$'s main analysts recently are as follows:
The expectations for Q3 EPS for less-than-truckload shippers have been adjusted downward, which also impacts the EPS forecasts for the years 2025/2026 due to a generally weak mid-Q3 operational performance. However, this is juxtaposed with the 'still-solid volume intake trends' noted for one company which is experiencing growth through ongoing terminal expansions across its network.
An analyst described a broadly positive outlook on the transportation and logistics sector, highlighting that the current cyclical downturn appears to be nearing its end with expectations of strong earnings resurgence in 2025 to 2026 as rates and margins improve from their lows. This perspective is reinforced by the belief that numerous companies within the industry boast experienced management teams known for their prudent investment strategies. Additionally, the indispensability and critical nature of transportation services to the North American market is emphasized, with a suggestion of minimal risk for disruption or substitution. Investors are advised to gear up for a cyclical upturn and focus on companies poised to benefit significantly from tightening freight conditions.
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