XPO Inc.

XPO Inc.

XPO Logistics, Inc. provides transportation and logistics solutions globally

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying XPO's stock with a target price of $151.14, indicating strong growth potential.

Above Average

Financial Health

XPO Inc. is performing well with strong revenue, cash flow, and profit margins.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring XPO

Amazon Logistics: What's Next for Holiday Partners?

Amazon Logistics: What's Next for Holiday Partners?

Amazon is hiring 250,000 seasonal workers, defying the retail industry's trend of slowing recruitment and signaling a massive holiday sales push. This creates a potential investment opportunity in the logistics, packaging, and transportation companies that support Amazon's vast e-commerce ecosystem.

Published: October 14, 2025

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Tech Tariffs: Could Supply Chain Shifts Create Value?

Tech Tariffs: Could Supply Chain Shifts Create Value?

A massive tech sell-off, triggered by new U.S. tariffs on Chinese goods, has rattled the market. This theme focuses on companies poised to benefit from the resulting supply chain shifts and the increasing need for geopolitical diversification.

Published: October 14, 2025

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Logistics Stocks: What's Next After Flight Chaos?

Logistics Stocks: What's Next After Flight Chaos?

A government shutdown is causing severe air traffic control staff shortages, triggering nationwide flight delays and cancellations. This disruption may create a compelling investment opportunity in ground-based transportation and logistics companies poised to capture displaced travel and shipping demand.

Published: October 13, 2025

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OPEC+ Supply Boost: What's Next for Transportation

OPEC+ Supply Boost: What's Next for Transportation

An OPEC+ decision to increase oil production could put downward pressure on global energy prices. This creates a potential investment opportunity in fuel-dependent industries, such as airlines and logistics, which stand to benefit from lower operating costs.

Published: October 5, 2025

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OPEC+ Oil Boost: Risks & Rewards for Fuel-Heavy Stocks

OPEC+ Oil Boost: Risks & Rewards for Fuel-Heavy Stocks

OPEC+ is expected to increase oil production, which is likely to push crude prices lower. This creates an opportunity for industries that rely heavily on fuel, such as airlines and shipping, as their operating costs decrease.

Published: September 30, 2025

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Downstream Winners From Falling Oil Prices in 2025

Downstream Winners From Falling Oil Prices in 2025

Recent data shows oil prices are dropping due to oversupply and concerns about U.S. demand. This theme identifies companies in sectors like transportation and manufacturing that stand to benefit from lower energy costs.

Published: September 12, 2025

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OPEC+ Oil Production Impact on Transportation Explained

OPEC+ Oil Production Impact on Transportation Explained

Anticipation of an OPEC+ meeting to discuss raising oil production has caused crude prices to decline. This scenario creates a potential tailwind for industries heavily reliant on fuel, such as airlines and logistics, which could see reduced operating expenses and improved profitability.

Published: September 4, 2025

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Supply Chain Stocks: May Tariff Impacts Drive Growth?

Supply Chain Stocks: May Tariff Impacts Drive Growth?

The continued contraction of the U.S. manufacturing sector, heavily influenced by tariff wars, underscores the challenges facing domestic producers. This environment may create investment opportunities in companies that provide solutions for supply chain optimization and cost reduction.

Published: September 3, 2025

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Tariff Removal Impact Explained: Investment Overview

Tariff Removal Impact Explained: Investment Overview

A federal court has ruled most of the Trump-era tariffs illegal, setting the stage for their potential removal. This decision creates an investment opportunity in companies poised to benefit from lower import costs and a normalization of global trade relations.

Published: September 2, 2025

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Import Cost Relief Stocks to Watch 2025

Import Cost Relief Stocks to Watch 2025

A federal court has declared many of the Trump-era tariffs illegal, creating a potential shift in U.S. trade policy. This development could create an investment opportunity in companies poised to benefit from reduced trade barriers and lower import costs.

Published: September 1, 2025

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Import Costs Drop: What's Next for Companies

Import Costs Drop: What's Next for Companies

A federal court has ruled most of former President Trump's tariffs illegal, creating a potential shift in U.S. trade policy. This development presents an investment opportunity in companies poised to benefit from lower import costs and normalized international trade relations.

Published: August 31, 2025

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Import Cost Relief Stocks to Watch in 2025

Import Cost Relief Stocks to Watch in 2025

A federal court has invalidated most of the Trump-era tariffs, signaling a potential shift in U.S. trade policy. This development could create investment opportunities in companies poised to benefit from lower import costs and a return to more open global trade.

Published: August 30, 2025

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Brazil's Retail Revolution

Brazil's Retail Revolution

Fast-fashion retailer H&M has launched its first store and e-commerce site in Brazil, signaling a major new competitor in the region. This move creates a potential ripple effect, boosting local manufacturing partners and challenging existing domestic apparel companies to innovate.

Published: August 25, 2025

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Discount Retail Trends 2025: Market Analysis & Risks

Discount Retail Trends 2025: Market Analysis & Risks

Walmart has raised its sales and earnings forecast, demonstrating strong performance despite rising tariff costs. This success highlights an investment opportunity in discount retailers and the logistics companies that support their growing e-commerce operations.

Published: August 22, 2025

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North American Travel Disruption

North American Travel Disruption

A major strike has grounded Air Canada's entire fleet, creating significant disruption for travelers across North America. This event presents a potential investment opportunity for competing airlines and alternative transportation companies poised to capture displaced customers.

Published: August 18, 2025

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Grounded Giant: Rivals Poised To Gain From Air Canada Strike

Grounded Giant: Rivals Poised To Gain From Air Canada Strike

A potential strike at Air Canada threatens to ground the nation's largest airline, creating significant travel disruption. This presents a tactical opportunity for rival airlines to capture market share and benefit from the surge in demand from displaced travelers.

Published: August 14, 2025

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Supplying The Grocery Wars

Supplying The Grocery Wars

Amazon is aggressively expanding its same-day fresh grocery delivery service, intensifying competition with rivals like Instacart and Walmart. This move creates a significant investment opportunity in the logistics, warehouse automation, and cold chain companies that support this large-scale fulfillment network.

Published: August 14, 2025

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Riding The Tariff Truce

Riding The Tariff Truce

A 90-day extension of the tariff pause between the U.S. and China has eased immediate trade war fears, boosting oil prices and market optimism. This de-escalation creates a favorable environment for companies in global logistics, manufacturing, and retail that depend on stable trade.

Published: August 12, 2025

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Supply Chain Shift: The Southeast Asia Advantage

Supply Chain Shift: The Southeast Asia Advantage

Chinese exporters accelerated shipments to the U.S. ahead of potential tariffs, strategically rerouting goods through Southeast Asia. This shift creates an investment opportunity in the logistics and manufacturing firms in these intermediary countries that are facilitating this new trade flow.

Published: August 7, 2025

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Global Trade Shift: China's New Export Routes

Global Trade Shift: China's New Export Routes

China's exports surged unexpectedly as companies rushed shipments to beat the expiration of a trade truce with the U.S. This shift is creating investment opportunities in the Southeast Asian and Belt and Road Initiative economies that are facilitating this redirected trade.

Published: August 7, 2025

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Tailwinds From Cheaper Oil

Tailwinds From Cheaper Oil

OPEC+ has announced a significant increase in oil production, which is expected to lower global crude prices. This creates a potential investment opportunity in industries that rely heavily on fuel, such as transportation and logistics, as they may benefit from reduced operating costs.

Published: August 3, 2025

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Europe's Food Delivery Consolidation

Europe's Food Delivery Consolidation

Prosus's major acquisition of Just Eat Takeaway is set to reshape the European food delivery landscape, pending regulatory approval. This consolidation creates opportunities for other companies in the digital food ecosystem, including technology providers and logistics firms that can support these growing giants.

Published: August 2, 2025

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Forging America's First Transcontinental Railroad

Forging America's First Transcontinental Railroad

Union Pacific's acquisition of Norfolk Southern creates the first transcontinental US railroad, a landmark deal set to reshape the nation's supply chain. This could create opportunities for other logistics and transportation companies that stand to benefit from enhanced network efficiency.

Published: July 31, 2025

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America's New Transcontinental Railroad

America's New Transcontinental Railroad

Union Pacific's acquisition of Norfolk Southern for $85 billion creates the first coast-to-coast railroad in the U.S. This theme focuses on companies poised to benefit from the resulting improvements in supply chain efficiency and logistics.

Published: July 30, 2025

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The New Transcontinental Railroad

The New Transcontinental Railroad

Union Pacific's historic $85 billion acquisition of Norfolk Southern creates the first U.S. transcontinental railroad, fundamentally reshaping the nation's logistics network. This theme invests in companies poised to benefit from the enhanced supply chain efficiencies and improved market access.

Published: July 30, 2025

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Railroad Rivals Poised For Expansion

Railroad Rivals Poised For Expansion

A potential merger between Union Pacific and Norfolk Southern is set to create the first transcontinental railroad in the U.S. This consolidation could lead to regulatory concessions that benefit competing railroad operators.

Published: July 28, 2025

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Beyond The Box: UK E-Commerce Shakeup

Beyond The Box: UK E-Commerce Shakeup

Amazon is facing multi-billion dollar lawsuits in the UK for allegedly favoring its own logistics, creating an anti-competitive environment. This legal challenge could disrupt its dominance and create growth opportunities for rival e-commerce platforms and independent fulfillment services.

Published: July 27, 2025

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Railroad Titans: The Transcontinental Merger

Railroad Titans: The Transcontinental Merger

A potential merger between Union Pacific and Norfolk Southern is set to create a coast-to-coast railroad giant, reshaping the U.S. freight landscape. This consolidation could drive growth for ancillary service providers, including logistics firms and railcar manufacturers, who will support the newly integrated network.

Published: July 27, 2025

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Fortress America: Insulated From Trade Wars

Fortress America: Insulated From Trade Wars

Puma's recent profit warning, driven by U.S. tariffs, highlights the significant financial risks associated with global trade disputes. This event underscores a potential investment opportunity in companies with primarily domestic supply chains that are better insulated from such geopolitical volatility.

Published: July 25, 2025

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Beyond The Buy Box: UK E-Commerce Challengers

Beyond The Buy Box: UK E-Commerce Challengers

Amazon is facing major lawsuits in the UK for allegedly anti-competitive practices, creating a potential opening for rival e-commerce and logistics firms. This theme invests in companies that could gain market share as retailers and consumers seek alternatives.

Published: July 25, 2025

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Railroad Revolution: The Transcontinental Merger

Railroad Revolution: The Transcontinental Merger

Union Pacific and Norfolk Southern are in talks for a historic merger to create the first U.S. transcontinental railroad. This theme focuses on the companies poised to benefit from the resulting shifts in national logistics, including key competitors and logistics partners.

Published: July 25, 2025

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The Automated Warehouse

The Automated Warehouse

Amazon just deployed its one millionth warehouse robot, triggering an automation arms race across the entire logistics industry. These carefully selected stocks represent the companies building and benefiting from the automated warehouses of tomorrow.

Published: July 2, 2025

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Japan's Tariff-Driven Supply Chain Shift

Japan's Tariff-Driven Supply Chain Shift

As US tariffs threaten Japanese exports, manufacturers are looking to relocate production to tariff-friendly countries like Mexico and Canada. This carefully selected group of stocks represents companies positioned to benefit from this major supply chain realignment.

Published: June 30, 2025

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Low-Cost Leaders

Low-Cost Leaders

These companies have mastered the art of operational efficiency, allowing them to offer highly competitive pricing that attracts loyal customers. Handpicked by our analysts, this collection features businesses positioned to thrive even during economic uncertainty.

Published: June 17, 2025

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Radical Transparency

Radical Transparency

Companies that aren't afraid to pull back the curtain on how they operate. These stocks represent businesses that prioritize openness about their operations, supply chains, and pricing—building deep customer loyalty and trust in an era where authenticity matters more than ever.

Published: June 17, 2025

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Friend-Shoring Fund

Friend-Shoring Fund

Capitalize on a major economic shift as companies move supply chains to friendly, stable countries. These carefully selected stocks represent the industrial, tech, and logistics leaders building tomorrow's resilient trade networks, chosen by our expert analysts for growth potential.

Published: June 17, 2025

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Global Crossroads

Global Crossroads

This collection features essential companies that power worldwide commerce and travel. Carefully selected by our analysts, these logistics leaders form the backbone of international trade, connecting people and goods across continents.

Published: June 17, 2025

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Last-Mile Delivery

Last-Mile Delivery

Tap into the companies mastering the final step of e-commerce. These carefully selected stocks represent businesses solving the complex challenge of getting products from distribution centers to customers' doorsteps, a critical growth frontier in our digital economy.

Published: June 17, 2025

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Fortified Supply Chain

Fortified Supply Chain

These carefully selected companies build resilience by keeping their operations close to home. Professional analysts have identified these businesses for their secure supply lines, which create a competitive advantage and protect against global disruptions.

Published: June 17, 2025

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Steady Operators

Steady Operators

This collection features companies that excel through superior operational control and logistical expertise. Hand-selected by our analysts, these stocks represent businesses that prioritize consistent execution over flashy trends, creating lasting value through disciplined management and efficiency.

Published: June 17, 2025

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Delivery Masters

Delivery Masters

These carefully selected companies own the trucks, ships, and planes that keep global goods moving. By controlling their own transportation networks, they have a powerful edge in today's complex supply chains. Our analysts have handpicked firms with significant fleet ownership for your consideration.

Published: June 17, 2025

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Why You’ll Want to Watch This Stock

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Freight & Brokerage Engine

XPO’s mix of brokerage and LTL operations can drive revenue when volumes and pricing improve, though performance varies with demand cycles.

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Macro Sensitivity

Demand for XPO’s services tracks industrial activity and trade flows, so global and regional economic shifts can materially affect results.

Operational Efficiency Focus

Investment in routing tech and network optimisation can lift margins, but execution risk and competitive pressures remain important considerations.

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Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

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6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

UNP

Union Pacific Corporation

Operates in the railroad industry

UPS

United Parcel Service, Inc.

Provides delivery and logistics services

CSX

CSX Corp.

CSX is a transportation company operating a freight rail system in the eastern United States

Frequently asked questions