XPO shares surge 9.37% after-hours as analysts raise price targets and Q4 results beat expectations with AI-driven efficiency gains.

XPO surged 9.37% in after-hour trading following multiple analyst upgrades and strong earnings reports. Stifel raised its price target to $206 from $166 while maintaining a Buy rating, citing the company’s AI-driven efficiency gains and improved operational performance. Separately, JP Morgan increased its target to $189 from $160, maintaining an Overweight rating. XPO’s Q4 2025 results exceeded expectations, with revenue up 4.7% year-on-year to $2.01 billion and adjusted EPS of $0.88, a 15.3% beat. Management highlighted AI-driven productivity, pricing power, and margin expansion, particularly in local and premium services. The stock’s rally also followed a Q3 2025 beat, with analysts from Citigroup, Evercore ISI, and others raising price targets. Despite some caution from Morgan Stanley (Underweight rating), the broader analyst optimism and XPO’s operational execution, including $312 million in adjusted EBITDA, fueled the after-hours surge.