GXO Logistics Stock Discussion

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Gap Ups
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$GXO Logistics (GXO.US)$
GXO Logistics customers are still doing well even as Wall Street fears that the economy is headed for a downturn, CEO Malcolm Wilson told CNBC’s Jim Cramer on Tuesday.
We just finished our quarter … nearly half a billion dollars of new customer contracts signed, and our business growing at 20% organic revenue. That’s a real statement of the economy,” Wilson said.

JPMORGAN
· $PACCAR Inc (PCAR.US)$ JPMorgan analyst Tami Zakaria sees an opportunity to own shares of Paccar following a survey of truck dealers to gauge sentiment and the current outlook for 2023. The survey supports management's view of an extended truck cycle as demand is outpacing supply with a near-record backlog and a 10%-15% older fleet versus the last couple of years, Zakaria tells investors in a research note. In the near-term, trucking de...

Upgrades
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$Roku Inc (ROKU.US)$
WOW!!
$EPAM Systems (EPAM.US)$  $Biohaven (BHVN.US)$  $GXO Logistics (GXO.US)$  $ASML Holding (ASML.US)$