Wells Fargo Gives XPO Buy Rating, Sets $144 Price Target

Wells Fargo analyst Christian Wetherbee maintains a Buy rating on XPO with a price target of $144. XPO has an analyst consensus of Strong Buy, with a price target consensus of $131.35. The company reported a quarterly revenue of $1.95 billion and a net profit of $69 million for the quarter ending March 31.

XPO Logistics (NYSE: XPO) has been receiving positive attention from analysts, with several firms raising their price targets on the logistics company's stock. Wells Fargo analyst Christian Wetherbee maintains a Buy rating on XPO with a price target of $144. This follows a trend of analyst optimism, as XPO has an analyst consensus of Strong Buy, with a price target consensus of $131.35 [1].

XPO reported a quarterly revenue of $1.95 billion and a net profit of $69 million for the quarter ending March 31. Despite a decline in less-than-truckload (LTL) freight metrics in May 2025, the company's first-quarter performance exceeded expectations. Oppenheimer analysts raised their price target to $150, citing strong momentum and the company's ability to outperform within the North American LTL industry [2].

Oppenheimer expects XPO to deliver adjusted operating ratio improvement year-over-year in the second quarter of 2025 and for the full year 2025, despite challenging macroeconomic headwinds. This outperformance is attributed to "idiosyncratic drivers," including significant pricing improvement due to enhanced customer service and operational efficiency initiatives [2].

Stifel analysts lowered their price target to $135, while maintaining a Buy rating due to XPO's margin expansion efforts. TD Cowen adjusted its price target to $133, maintaining a Buy rating and noting the company's cost efficiency measures amid industrial economic challenges. BMO Capital reiterated its Outperform rating and $140 price target, expressing confidence in XPO's strategic execution and medium-term trajectory [2].

XPO's insiders have shown strong conviction by refusing to sell shares over the last year and with Chief Operating Officer David Bates spending $200,000 on shares. The company's management and board hold a significant stake in the stock, currently valued at $282 million, which may indicate alignment with shareholders [3].

As of July 2, 2025, XPO Logistics continues to demonstrate resilience and strategic advancements, making it a stock worth keeping an eye on for growth investors. However, investors should remain aware of potential risks and monitor the company's performance in the face of economic challenges.

References:
[1] https://www.investing.com/news/analyst-ratings/xpo-stock-price-target-raised-to-150-from-126-at-oppenheimer-93CH-4124818
[2] https://finance.yahoo.com/news/heres-why-think-xpo-nyse-140901488.html
[3] https://finance.yahoo.com/news/xpo-apos-results-show-improved-145616182.html