GXO Logistics, Inc. (NYSE:GXO – Get Free Report) has earned an average rating of “Moderate Buy” from the thirteen research firms that are presently covering the stock, Marketbeat.com reports. One research analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation and ten have assigned a buy recommendation to the company. The average twelve-month target price among analysts that have updated their coverage on the stock in the last year is $69.1667.
A number of equities analysts recently commented on GXO shares. Morgan Stanley reiterated an “overweight” rating and issued a $75.00 target price on shares of GXO Logistics in a research report on Tuesday, February 17th. UBS Group lifted their target price on shares of GXO Logistics from $63.00 to $74.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Citigroup lifted their target price on shares of GXO Logistics from $66.00 to $68.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. The Goldman Sachs Group cut shares of GXO Logistics from a “buy” rating to a “neutral” rating and set a $68.00 target price on the stock. in a research report on Wednesday, March 4th. Finally, Stifel Nicolaus set a $70.00 target price on shares of GXO Logistics in a research report on Thursday, February 12th.
Check Out Our Latest Analysis on GXO Logistics
GXO Logistics Stock Performance
GXO Logistics (NYSE:GXO – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.13. The firm had revenue of $3.30 billion for the quarter, compared to analysts’ expectations of $3.22 billion. GXO Logistics had a net margin of 0.24% and a return on equity of 9.83%. The business’s quarterly revenue was up 10.8% on a year-over-year basis. During the same quarter last year, the company posted $0.29 EPS. GXO Logistics has set its FY 2026 guidance at 2.90-3.200 EPS. On average, equities research analysts expect that GXO Logistics will post 3 earnings per share for the current fiscal year.
Hedge Funds Weigh In On GXO Logistics
A number of large investors have recently added to or reduced their stakes in the business. Allworth Financial LP grew its holdings in GXO Logistics by 175.0% in the 3rd quarter. Allworth Financial LP now owns 517 shares of the company’s stock worth $27,000 after acquiring an additional 329 shares during the last quarter. Accredited Wealth Management LLC grew its holdings in GXO Logistics by 1,100.0% in the 3rd quarter. Accredited Wealth Management LLC now owns 600 shares of the company’s stock worth $32,000 after acquiring an additional 550 shares during the last quarter. Chapman Financial Group LLC bought a new stake in GXO Logistics in the 2nd quarter worth $34,000. Farther Finance Advisors LLC grew its holdings in GXO Logistics by 177.9% in the 3rd quarter. Farther Finance Advisors LLC now owns 767 shares of the company’s stock worth $41,000 after acquiring an additional 491 shares during the last quarter. Finally, Quent Capital LLC bought a new stake in GXO Logistics in the 3rd quarter worth $50,000. Hedge funds and other institutional investors own 90.67% of the company’s stock.
GXO Logistics News Summary
Here are the key news stories impacting GXO Logistics this week:
- Positive Sentiment: Q1 earnings and revenue beat — GXO reported $0.50 EPS vs. a $0.37 consensus and revenue of $3.30B vs. $3.22B consensus, showing year-over-year revenue growth and an operating beat that supports valuation re-rating. GXO Logistics (GXO) Q1 Earnings and Revenues Top Estimates
- Positive Sentiment: Raised FY?2026 guidance and outlook — management increased guidance for adjusted EBITDA and adjusted diluted EPS and set FY?2026 EPS guidance at 2.90–3.20, signaling confidence in margin improvement and cash flow. GXO Reports First Quarter 2026 Results
- Positive Sentiment: New business wins and healthy pipeline — $227M in new wins (?40% in strategic growth sectors) and a record $2.7B sales pipeline support future revenue visibility and potential margin expansion. GXO Reports First Quarter 2026 Results
- Neutral Sentiment: FY?2026 EPS range versus street — the 2.90–3.20 guidance overlaps the consensus (~3.00), so while upside is possible, the range leaves room for investor interpretation about beat vs. just-in-line execution. GXO on MarketBeat
- Negative Sentiment: Sector shock from Amazon launch — Amazon’s announcement opening its freight/supply?chain services to outside businesses triggered a selloff across logistics names, increasing competitive risk and pressuring short?term sentiment for GXO and peers. One move from Amazon takes logistics stocks lower on Wall Street by up to 24%
- Negative Sentiment: Market?structure and index attention — GXO’s intra?day slide drew notice around Russell 1000 reweighting and index flows, which can amplify volatility even when fundamentals remain solid. GXO Logistics Slide Sparks Focus In Russell 1000 Index
About GXO Logistics
GXO Logistics (NYSE: GXO) is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.
The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.
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