Raymond James reiterates Market Perform rating on RXO stock

NodeGuardian · 2026-02-20T23:26:37+00:00

Raymond James has maintained a Market Perform rating on RXO, Inc., citing its stock's significant gains despite previous lack of profitability. The firm notes challenges from regulatory actions and decreased brokerage margins but sees RXO's valuation as balanced against risks.

NodeGuardian

2026-02-20 23:26:37

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Raymond James has reiterated its Market Perform rating on RXO, Inc. (NYSE:RXO), a logistics company, noting its stock’s significant year-to-date gain despite not being profitable in the past twelve months. The firm highlighted a reversal in RXO’s historical strengths post-Coyote Logistics acquisition and anticipates further pressure on brokerage margins due to regulatory actions. Despite challenges, RXO’s valuation at a two-turn discount to its closest peer on 2027 adjusted EBITDA estimates suggests a balanced risk/reward, leading to the maintained Market Perform rating.

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