Raymond James cuts target to USD 205 for XPO stock

Published on 10/18/2026 at 12:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

XPO will report third-quarter results on October 29, 2026. XPO stock follows Q2 revenue of USD 2.35 billion and 13.2 percent growth.

Analyst targets and operating scale

Raymond James lowered its XPO target to USD 205 from USD 225 on October 15, 2026.
XPO reported USD 2.35 billion in second-quarter 2026 revenue, up 13.2 percent year over year.
XPO expanded to 300 North American service centers on October 1, 2026.
XPO's next earnings event is scheduled for October 29, 2026.

XPO, US9837931008, Illustration mit AI erstellt.

XPO (ISIN US9837931008) faces a lower analyst valuation ahead of its next earnings report. Markets Insider reported on October 15, 2026, that Raymond James cut its XPO target to USD 205 from USD 225 while keeping an Outperform rating.

Target cut meets operating improvement

The reduction came despite a stronger second-quarter operating base. XPO reported USD 2.35 billion in second-quarter 2026 revenue, up 13.2 percent from the year-earlier period, while earnings per share reached USD 1.70 against a USD 1.48 consensus estimate, according to MarketBeat. The figures give investors a clear comparison point before the next operating update.

Three dates chart the change

On July 30, 2026, XPO reported second-quarter revenue of USD 2.35 billion and earnings per share of USD 1.70, as reported by MarketBeat. On October 1, 2026, XPO announced two new service centers, bringing its North American network to 300 locations, according to XPO. On October 15, 2026, Raymond James lowered its target to USD 205 from USD 225, while StoneX maintained a USD 240 target and Buy rating, according to Investing.com.

What does the target cut mean?

The USD 20 reduction by Raymond James contrasts with StoneX's USD 240 target and shows how analysts weigh improving freight trends against a more cautious valuation framework. The operating test arrives next: XPO's investor-relations calendar lists the third-quarter 2026 earnings call for October 29, 2026 at 8:30 a.m. ET, with the upcoming date also carried by MarketBeat.

Network scale remains central

XPO's latest network expansion adds physical capacity to a business serving less-than-truckload freight customers across North America. The October 1 release said the new Mesa and Cameron facilities added 118 dock doors and more than 130 employees, while the 300-center network provides direct service to 99 percent of US ZIP codes.

The company is listed on the NYSE under ticker XPO and operates in the Industrials sector, with trucking as its industry classification. The next earnings date is October 29, 2026.

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