Ken Hoexter, an analyst from Bank of America Securities, reiterated the Hold rating on RXO, Inc.. The associated price target remains the same with $16.00.
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Ken Hoexter has given his Hold rating due to a combination of factors, weighing RXO’s cyclical recovery potential against near‑term earnings pressure. Management’s 1Q26 EBITDA outlook sits well below prior expectations, reflecting seasonal brokerage weakness, weather disruptions, and a still‑subdued pricing environment, even as early indicators suggest the truckload market may be nearing a turn.
At the same time, Hoexter acknowledges improving fundamentals, including a significantly stronger brokerage pipeline, stabilizing volumes, and scope for margin expansion as spot opportunities and contract rates recover. He lifts his price objective modestly, using a higher forward multiple on mid‑cycle 2027 earnings, but maintains a Neutral stance as current results, softer volumes, and margin headwinds limit upside in the near term, making a balanced Hold view more appropriate than an outright Buy or Sell.
In another report released yesterday, TipRanks – OpenAI also reiterated a Hold rating on the stock with a $17.00 price target.
Based on the recent corporate insider activity of 27 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of RXO in relation to earlier this year.