Research Analysts’ Weekly Ratings Changes for XPO (XPO)

Several brokerages have updated their recommendations and price targets on shares of XPO (NYSE: XPO) in the last few weeks:

• 7/31/2026 – XPO had its price target raised by TD Cowen from $224.00 to $228.00. They now have a “buy” rating on the stock.
• 7/31/2026 – XPO had its price target raised by Oppenheimer Holdings, Inc. from $236.00 to $238.00. They now have an “outperform” rating on the stock.
• 7/31/2026 – XPO had its price target raised by Stephens from $255.00 to $270.00. They now have an “overweight” rating on the stock.
• 7/31/2026 – XPO had its price target lowered by Citigroup Inc. from $226.00 to $221.00. They now have a “neutral” rating on the stock.
• 7/30/2026 – XPO had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $247.00 price target on the stock.
• 7/28/2026 – XPO was downgraded by Weiss Ratings from “hold (c+)” to “hold (c)”.
• 7/21/2026 – XPO had its price target raised by Stifel Nicolaus from $237.00 to $241.00. They now have a “buy” rating on the stock.
• 7/15/2026 – XPO is now covered by Citigroup Inc.. They set a “market perform” rating on the stock.
• 7/15/2026 – XPO is now covered by Citizens Jmp. They set a “market perform” rating on the stock.
• 7/14/2026 – XPO had its price target raised by Susquehanna from $212.00 to $214.00. They now have a “neutral” rating on the stock.
• 7/13/2026 – XPO had its price target lowered by Raymond James Financial, Inc. from $233.00 to $225.00. They now have an “outperform” rating on the stock.
• 7/9/2026 – XPO had its price target lowered by Citigroup Inc. from $236.00 to $226.00. They now have a “neutral” rating on the stock.
• 7/8/2026 – XPO was upgraded by Stephens to “strong-buy”.
• 7/7/2026 – XPO had its price target raised by UBS Group AG from $236.00 to $257.00. They now have a “buy” rating on the stock.
• 7/1/2026 – XPO was upgraded by Evercore Inc from “in-line” to “outperform”.
• 6/15/2026 – XPO had its price target raised by Citigroup Inc. from $221.00 to $236.00. They now have a “neutral” rating on the stock.

Insider Activity

In other news, Director Allison Landry sold 2,400 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $215.61, for a total value of $517,464.00. Following the completion of the transaction, the director directly owned 4,849 shares in the company, valued at approximately $1,045,492.89. This represents a 33.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.87% of the company’s stock.

XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.

In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.