Stifel analyst J. Bruce Chan raised the firm’s price target on XPO, Inc (XPO) to $167 from $149 and keeps a Buy rating on the shares. For 2026, the firm believes the focus for transport stocks will be on supply rationalization and cost-driven self-help, says the analyst, who continues to position “more conservatively in high-quality names that preserve or even expand share in a mild pullback.”
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