Stifel analyst J. Bruce Chan reiterated a Buy rating and $70.00 price target on GXO Logistics Inc. (NYSE: GXO).

The analyst commented, "GXO continues to carry execution risk as 2026 marks another year of internal investment and integration work, with a back-half cadence that requires continued operational follow through. However, the pieces are seemingly lining up as secured business gives increasing revenue visibility, Wincanton should become a larger earnings contributor as synergies build, and management appears to be moving aggressively on both commercial and operational initiatives that could lift the medium-term margin profile. While the first half of the year will likely reflect similar trends of recent quarters as timing/start-ups remain uneven, we believe the focus will be on whether management continues to validate the path to accelerating growth and improving margins through the balance of the year and less about a clean 1Q26."

For an analyst ratings summary and ratings history on GXO Logistics Inc. click here. For more ratings news on GXO Logistics Inc. click here.

Shares of GXO Logistics Inc. closed at $53.02 yesterday.