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Oppenheimer Reaffirms Buy Rating on XPO Despite Q2 Profit Drop and LTL Decline

XPO, Inc. (NYSE:XPO) is one of the 13 Best Freight Stocks to Invest in Now.

Amid mixed second-quarter performance and a decline in August, analysts have reiterated the company’s Buy rating.

The company’s net income was down by 29% compared to the previous year’s same quarter, reaching $106 million in Q2 2025. The decline occurred despite the $2.08 billion revenue remaining almost parallel with the Q2 2024 revenue, suggesting that the business is becoming more expensive. The company’s North American LTL Segment declined by 2.5% in terms of year-over-year revenue. But the European Transportation Segment performed well during the quarter, reaching 4.1% growth.

On September 3, 2025, the company reported its August decline in LTL tonnage per day in its North American LTL segment by 4.7% compared to last year’s August. Despite these mixed results, Oppenheimer reiterated the Buy rating on the stock with a price target of $150 on September 4, 2025, suggesting confidence in the company’s growth prospects.

XPO, Inc. (NYSE:XPO) also benefits from the strong institutional confidence acquired from 48 hedge funds invested in the company. Its upside potential stands at 9.24%.

Based in Connecticut, XPO, Inc. (NYSE:XPO) is a leading provider of less-than-truckload (LTL) freight transportation services in North America. Spun off from its logistics business in 2022, the company focuses on technology-driven solutions to optimize its extensive network and improve operational efficiency.

While we acknowledge the risk and potential of XPO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than XPO and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best EV Stocks to Buy According to Hedge Funds and 11 Best Energy Dividend Stocks to Invest in 

Disclosure. None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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