RXO (RXO) Reiterated at Hold by Stifel Ahead of Anticipated Rough Q1 Print

Stifel analyst J. Bruce Chen reiterated a Hold rating and $15.00 price target on RXO, Inc. (NYSE: RXO).

The analyst commented, "We expect the 1Q26 print to look pretty rough for RXO, given the brokerage margin squeeze dynamics that continued throughout the first quarter, which is reinforced with the company's trough-like guidance. However, we expect there will be a heightened focus on management's overall commentary and outlook for the remainder of 2026 as the backdrop should become increasingly favorable across the brokers. The company's 1Q26 guidance is for adjusted EBITDA of between $5mm and $12mm, which at the midpoint implies a material sequential step down, driven by a combination of seasonally lower truckload volumes, weaker last mile demand, and elevated purchased transportation costs, as well as a $2m weather related headwind fom January. The company also expects brokerage gross margins of 11%-13%, remaining near similar trough-levels to 4Q25's 11.9% as contractual pricing continued to lag buy rates."

For an analyst ratings summary and ratings history on RXO, Inc. click here. For more ratings news on RXO, Inc. click here.

Shares of RXO, Inc. closed at $15.32 yesterday.

You May Also Be Interested In

• Bernstein SocGen Group Starts Terawulf Inc. (WULF) at Outperform
• Texas screwworm case 'presumptive positive,' USDA tells industry members - Reuters
• SpaceX sets IPO price at $135 ahead of roadshow in break with Wall Street norms