Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$21.3B
117M shares
52-week range
$121.48 – $232.05
53% from low
Sector
TRANSPORTATION SERVICES
Exchange
NYSE
CS
P/S (TTM)
2.5
EV / FCF (TTM)
42.8
Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.
www.xpo.comNo one on the platform currently holds XPO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 178,720 | $34.8M |
| Bridgewater Associatesas of 2026-03-31 | 25,191 | $4.9M |
| Execution date | Ratio |
|---|---|
| 2022-11-01 | 1683-for-1000 |
| 2021-08-02 | 1718-for-1000 |
| 2011-09-02 | 1-for-4reverse |
No one on the platform has traded XPO yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.4% | 7.9% | 7.0% | — | — | — |
| Rev. Growth % | 1.1% | 5.7% | ||||
| Profit Margin % | 3.9% | 4.9% | 3.5% | |||
| Free Cash Flow Margin % | 4.0% | 0.7% | 2.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +11.0% on the P/E track.
At today's price, your expected annual return is +17.1% on the P/E track.
At today's price, your expected annual return is +22.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $9.0B | +11.5% | $5.49 | $5.32–$5.62 | 32.9× | 15 |
| 2027 | $9.5B | +5.3% | $6.52 | $5.97–$6.91 | 27.7× | 15 |
| 2028 | $10.1B | +6.6% | $7.91 | $7.05–$9.42 | 22.8× | 4 |
| 2029 | $10.8B | +6.0% | $9.86 | $9.45–$10.18 | 18.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $1.48 | $1.70 | +14.9% |
| 2026-04-30 | $0.88 | $1.01 | +14.9% |
| 2026-02-05 | $0.76 | $0.88 | +15.2% |
| 2025-10-30 | $1.02 | $1.07 | +4.9% |
| 2025-07-31 | $0.99 | $1.05 | +6.1% |
| 2025-04-30 | $0.65 | $0.73 | +12.3% |
| 2025-02-06 | $0.68 | $0.89 | +30.9% |
| 2024-10-30 | $0.91 |
| $1.02 |
| +12.1% |
| +1.22% |
| $25.7B |
| — |
| LUVSouthwest Airlines Co. | $39.23 | -0.03% | $19.2B | — |
| MTZMasTec, Inc. | $229.15 | -4.68% | $18.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
RECAP 9/11 Unusual Puts: $VSH Apr 17.5 P $XPO Oct 155 P $CCJ Oct30 80 P $SYF Sep 75 P Live Breaking trading news www.openoutcrier.com
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$QXO Imagine getting $URI below it's book value of $147.97 a share. (It's $1,041 today.) Or being able to buy $XPO at it's book value of $16.77 a share knowing it would trade up to $185.41. Let's add buying $RXO at $9.9 a share when it trades at $20.00, $GXO at $26 when it trades at $45, $UW at etc. etc. Our beloved market makers are valuing and trading $QXO below book value today. :)
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$QXO Y'all need to do some $XPO research and see how 2013-2017 (or so) played out. "Oh no, BJ made too big an acquisition, he'll never integrate such a large company" "Oh no, the debt is rising too fast" "Brad has lost his touch, he's bit off more than he can chew" AI: "commentary focused heavily on debt, integration risk and Jacobs's apparent change from an asset-light logistics model into a much larger asset-heavy company" Meanwhile, $100,000 in XPO in late 2011 would be worth $7,000,000 today. Am I smart? No, I was impatient and bought WAY too many LEAPs last year that are way, way under water. I thought 18 months was more than enough time for this to take off, but Trump's war blew it all up. But just owning shares over the next 10 years? I'll be flying in a private jet between my various vacation homes.
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$XPO What does the U.S. and Canada tariffing the F out of each other do for XPO prospects?
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$ODFL $XPO $JBHT tue group is doing good. I like mine odfl
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Algorhythm Holdings, Inc. (NASDAQ: $RIME ) announced that its Board of Directors authorized management to evaluate strategic alternatives intended to enhance shareholder value, including a potential acquisition of a company in the energy infrastructure market supporting data centers. Algorhythm Holdings, Inc. is a B2i Digital (@B2iDigital) Featured Company. See the company's in-depth profile at: https://b2idigital.com/algorhythm-holdings-1 The potential transaction, if completed, would move the company into power generation infrastructure for data centers: • The company is evaluating a potential transaction with an energy company focused on highly scalable, island power generation infrastructure solutions for data centers • If completed, the acquisition would make the energy business the company's principal operating business • No binding definitive agreement has been entered into, and any transaction remains subject to due diligence, negotiation of definitive agreements, Board and shareholder approvals, and Nasdaq requirements Regarding the potential data center energy combination, Gary Atkinson, Chief Executive Officer of Algorhythm said, "The target company provides a power generation solution that we believe is particularly well suited to the rapidly growing power requirements of hyperscale data centers." Read the full release: https://www.globenewswire.com/news-release/2026/08/19/3347525/0/en/algorhythm-holdings-announces-strategic-review-and-evaluation-of-potential-business-combination-in-data-center-energy-infrastructure-sector.html Algorhythm Holdings, Inc. is an AI technology company that owns and operates SemiCab. Since 2020, SemiCab has enabled major retailers, brands and transportation providers to address common supply-chain problems globally. Its AI-enabled, cloud-based Collaborative Transportation Platform predicts and optimizes millions of loads and hundreds of thousands of trucks, using real-time data from API-based load tendering and pre-built integrations with TMS and ELD partners. Discover more emerging growth Featured Companies, Featured Experts, and upcoming Featured Conferences at https://b2idigital.com. David Shapiro, Chief Executive Officer of B2i Digital, personally purchased in the open market and currently owns shares of unrestricted RIME stock, in line with B2i Digital’s practice of investing alongside its Featured Companies. B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at https://b2idigital.com/disclaimer. $XPO, $XRO, $CHRW, $BIRD
The most recent Roc Curve signal on $XPO triggered on 2026-08-17. The expected return for the selected horizon is +18.13% with a historical profit probability of +71.43%. Learn more: https://axlfi.com/factor-analysis?symbol=XPO&factor=roc_curve&timeframe=daily
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Algorhythm Holdings, Inc. (NASDAQ: $RIME ) reported revenue of $3.0 million for the second quarter ended June 30, 2026, up 161% from $1.2 million in the second quarter of 2025 and 25% from the first quarter of 2026. The company owns and operates SemiCab, whose AI platform addresses supply-chain problems globally. Algorhythm Holdings, Inc. is a B2i Digital Featured Company. See the company’s in-depth profile at: https://b2idigital.com/algorhythm-holdings-1 Enterprise customer expansion in India ran alongside the revenue growth: • SemiCab expanded its Procter & Gamble India relationship through an additional contract expansion, increasing annualized contract value by approximately 32% • Commercial expansion of the SemiCab Apex SaaS platform continued in North America, with Jonathan Miller hired as Vice President of U.S. Sales • Cash and restricted cash totaled approximately $8.0 million at June 30, 2026 • Total assets grew 46% to $18.6 million at June 30, 2026 from $12.7 million at December 31, 2025 “During the quarter, we signed a new master services agreement with Onida Electronics and expanded our relationship with Procter & Gamble India, providing us with additional validation for our SemiCab technology platform,” said Gary Atkinson, Chief Executive Officer of Algorhythm Holdings. Read the full release: https://www.globenewswire.com/news-release/2026/08/14/3345377/0/en/algorhythm-holdings-reports-second-quarter-2026-financial-results.html During the quarter the company participated as a Gold Sponsor at Reuters Events: Supply Chain USA 2026, showcasing Apex to enterprise shippers, logistics providers and transportation leaders, and hosted the inaugural SemiCab Freight Network Forum, bringing together supply chain executives to discuss AI, freight orchestration and transportation network optimization. Algorhythm Holdings, Inc. is an AI technology company that owns and operates SemiCab. Since 2020, SemiCab has enabled major retailers, brands and transportation providers to address common supply-chain problems globally. Its AI-enabled, cloud-based Collaborative Transportation Platform achieves the scalability required to predict and optimize millions of loads and hundreds of thousands of trucks, using real-time data from API-based load tendering and pre-built integrations with TMS and ELD partners to orchestrate collaboration across manufacturers, retailers, distributors, and their carriers. Learn more at http://www.semicab.com. Discover more emerging growth Featured Companies, Featured Experts, and upcoming Featured Conferences at https://b2idigital.com. David Shapiro, Chief Executive Officer of B2i Digital, personally purchased in the open market and currently owns shares of unrestricted RIME stock, in line with B2i Digital’s practice of investing alongside its Featured Companies. B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at https://b2idigital.com/disclaimer. $XPO, $XRO, $CHRW, $BIRD
@fingers4L it’s not time. It’s not in position to have a move yet. If you do get a move I will revert, and if you want to profit you will have to trade and then you lose your position. I got worn out of $XPO and ended up missing 90% of the move. In the early stages it’s a lot of investment, raising capital, integrating acquisitions. It all takes time. If you want to make money now, find a proven system that delivers immediate feedback and profits when you are right. #CANSLIM That got me on $HPE a few days ago at $50.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.