Benchmark reaffirms QXO stock Buy rating after Kodiak deal
Benchmark reiterated a Buy rating and $50.00 price target for QXO Inc. following its agreement to acquire Kodiak Building Partners, projecting a nearly 93% upside from the current stock price. The acquisition is expected to be accretive to earnings and is part of QXO's strategy to deploy up to $6 billion in capital, focusing on roofing and building materials. Analysts predict QXO will become profitable this year despite recent losses, with the Kodiak deal closing in early Q2 2026.
Benchmark reaffirms QXO stock Buy rating after Kodiak deal By Investing.com
Benchmark has reiterated its Buy rating for QXO Inc (NASDAQ:QXO), setting a $50.00 price target after the company announced its agreement to acquire Kodiak Building Partners. This acquisition is expected to be accretive to earnings, and analysts predict QXO will turn profitable this year despite recent losses. The company is actively pursuing a strategy of strategic acquisitions and equity offerings to bolster its market position and capital resources.
QXO stock hits 52-week high at 27.55 USD
QXO Inc.'s stock recently hit a 52-week high of $27.55, reflecting a significant 110.81% appreciation over the last year. The company's stock is trading just 1% below this peak, with a strong "Buy" consensus from analysts and price targets up to $50. This surge is supported by positive recent news, including Q4 2025 financial results, a public stock offering, and analyst upgrades.
QXO Lays Out Growth Plan After $2.25 Billion Kodiak Acquisition
QXO is detailing its growth strategy following the $2.25 billion acquisition of Kodiak Building Partners, aiming for $50 billion in building products distribution by 2030. The acquisition significantly expands QXO's market reach, adding new product categories and leveraging Kodiak's strong market positions. QXO emphasizes that future growth will involve a mix of strategic acquisitions and operational improvements, driven by technology and price discipline.
QXO names new roof recipients
QXO Inc. has announced the 13 grand-prize winners of its seventh annual "QXO for Veterans" initiative, a North American program providing home improvements like new roofs to veterans, Gold Star Families, and veteran-serving organizations. Since its launch in 2018, QXO has installed over 60 roofs, partnering with local contractors and suppliers. The 2025 recipients were chosen by a panel of judges following a nomination period from Veterans Day to December 17, 2025.
QXO Announces 13 Veteran Recipients of New Roofs
QXO Inc. announced the 13 grand-prize winners of its annual "QXO for Veterans" program, which provides new roofs to veterans, Gold Star Families, and veteran organizations in North America. This year marks the seventh anniversary of the program, which has installed over 60 roofs since 2018. The winners were selected by a panel including QXO executives and industry experts.
QXO Announces 13 Veteran Recipients of New Roofs
QXO Inc. has announced the 13 grand-prize winners of its annual QXO for Veterans initiative, which provides new roofs to veterans, Gold Star Families, and organizations assisting veterans. This year's recipients include individuals and organizations across the U.S. and Canada. Since its inception in 2018, the program has installed over 60 roofs, partnering with local contractors and suppliers to honor those who have served.
QXO Announces 13 Veteran Recipients of New Roofs
QXO Inc. announced the 13 grand-prize winners of its annual "QXO for Veterans" initiative, a North American program providing new roofs to veterans, Gold Star Families, and organizations serving veterans. This year's recipients include individuals from various states and two American Legion posts. The program, now in its seventh year, has installed over 60 roofs since 2018.
13 veterans and families to get free roofs in QXO program
QXO Inc. announced the 13 grand-prize winners of its annual "QXO for Veterans" initiative, which provides new roofs to veterans, Gold Star Families, and organizations assisting veterans. This year's recipients include 10 individuals and three organizations across North America. Since its inception in 2018, the program has installed over 60 roofs, utilizing TRI-BUILT® products and GAF materials.
QXO Inc. Announces 2025 Veterans Initiative Winners
QXO Inc. has announced the 13 grand-prize winners of its 2025 "QXO for Veterans" initiative, which provides new roof installations to veterans and Gold Star Families to restore security and dignity. Since its inception in 2018, the program has installed over 60 roofs, showcasing QXO's commitment to community support and partnerships with local contractors. The company also aims for significant future growth, targeting $50 billion in annual revenues within the next decade through strategic acquisitions and organic growth in the building products distribution industry.
QXO Inc. (QXO) announces $2.25B acquisition of Kodiak Building Partners to expand addressable market
QXO Inc. has announced the acquisition of Kodiak Building Partners for $2.25 billion in cash and stock. This strategic move is expected to significantly expand QXO's addressable market in the building products sector, bringing their total addressable market to $700 billion. The acquisition aims to enhance QXO's growth trajectory and market position.
QXO Inc. (QXO) Announces $2.25B Acquisition of Kodiak Building Partners to Expand Addressable Market
QXO Inc. (NYSE:QXO) has announced its definitive agreement to acquire Kodiak Building Partners for approximately $2.25 billion, comprising $2.0 billion in cash and 13.2 million shares. This acquisition is expected to close in early Q2 2026 and aims to significantly expand QXO's addressable market to over $200 billion while driving earnings accretion. Kodiak, a major US distributor of construction supplies with $2.4 billion in 2025 revenue, will help QXO increase market share among homebuilders and enhance operational efficiencies through scaled procurement and AI-powered inventory management.
Kodiak shares open letter on QXO acquistion
Kodiak Building Partners CEO Steve Swinney issued an open letter to employees and the LBM industry following the news of QXO's $2.25 billion acquisition of Kodiak. Swinney highlighted that this partnership provides Kodiak with additional resources and strategic support for long-term growth, while preserving its culture, people, and local leadership. Both companies share commitments to employee engagement, continuous improvement, and the vision to build the biggest and best company in the industry.
Channel Insights on the QXO Acquisition of Kodiak Building Partners
QXO has acquired Kodiak Building Partners for $2.25 billion, expecting the transaction to close early in Q2 2026. This acquisition is seen as part of QXO's consolidation strategy, leading to potential facility restructuring in overlapping markets. Independent retailers are advised to leverage this transition by emphasizing personalized service and stability to customers.
QXO INC (NYSE:QXO) Fits the Minervini Growth Momentum Framework
QXO INC (NYSE:QXO) meets the criteria of Mark Minervini's growth momentum framework, displaying both strong technical indicators and robust fundamental growth. The stock is in a confirmed Stage 2 uptrend, with its price well above key moving averages and near its 52-week high, supported by exceptional relative strength. Fundamentally, QXO shows significant year-over-year earnings and sales growth, consistently beating analyst estimates, although current volatility suggests waiting for consolidation before entry.
The Worst May Be Over for Housing. Building-Supplies Firm QXO Bets on a Rebound.
QXO, a building-supplies company led by Brad Jacobs, is anticipating a rebound in the housing market, indicated by their latest deal. This move suggests that the company believes the worst period for housing may be behind us.
Denver-area construction giant being sold in deal worth over $2.3B
Kodiak Building Partners, a Denver-area construction giant, is being acquired by QXO Inc. in a deal valued at over $2.3 billion. Following the announcement, QXO's stock saw a nearly 12% jump, and Kodiak's current leader is expected to remain with the company.
QXO to Acquire Kodiak for $2.25 Billion, Shares Jump 5.7%
QXO Inc. is acquiring Kodiak Building Partners for $2.25 billion, funded by $2 billion in cash and 13.2 million shares, as part of its strategy to expand its position in construction products. Kodiak, which generates approximately $2.4 billion in annual revenue with a strong presence in the Sun Belt and Mountain states, is expected to enhance QXO's platform and create cross-selling opportunities. Following the announcement, QXO's shares rose by 5.7% in premarket trading, indicating investor confidence in the deal's potential to accelerate the company's growth.
QXO Stock Jumps After It Announces $2.25 Billion Acquisition of Kodiak Building Partners
QXO stock surged after announcing the acquisition of Kodiak Building Partners for $2.25 billion, marking QXO's first major acquisition since raising $3 billion from investors. This strategic move aims to expand QXO's market presence in high-growth regions like the Sun Belt, leveraging Kodiak's strong position in construction supplies. The acquisition is expected to be highly accretive to QXO's 2026 earnings and validates CEO Brad Jacobs's strategy of growth through strategic acquisitions and operational optimization.
QXO (QXO) Climbs to 52-Week High on $2.25-Billion Kodiak Takeover
QXO Inc. (NYSE:QXO) stock reached a new 52-week high after announcing its plan to acquire Kodiak Building Partners for $2.25 billion, comprising $2 billion in cash and 13.2 million shares. This strategic acquisition is set to expand QXO's market presence in a potential $200 billion addressable market, leveraging Kodiak's $2.5 billion in annual revenues from various building products and services. QXO anticipates the integration will drive margin expansion through procurement, network optimization, and AI-powered inventory management.
Greenwich-based QXO announces $2.25 billion deal to acquire Colorado-based Kodiak Building Partners
QXO, a Greenwich-based building-products distributor founded by Brad Jacobs, has announced a $2.25 billion agreement to acquire Englewood, Colorado-based Kodiak Building Partners. This acquisition will expand QXO's market presence in key areas like Florida and Texas and is expected to drive margin expansion through operational efficiencies. The deal is projected to close early in the second quarter of this year and will integrate Kodiak's $2.4 billion in annual revenues from 2025 into QXO's operations.
Paul Weiss, Dechert Lead QXO’s $2.25B Acquisition of Kodiak Building Partners
QXO Inc. has agreed to acquire Kodiak Building Partners for approximately $2.25 billion, comprising $2 billion in cash and 13.2 million shares of QXO stock. This acquisition is part of QXO's strategy to scale and achieve $50 billion in annual revenue within the next decade, enhancing its product offerings and market presence, especially in the Sun Belt and Mountain regions. The deal is expected to close early in the second quarter of 2026.
QXO set to acquire Kodiak Building Partners for $2.25 billion
QXO, a building materials distributor backed by Brad Jacobs, is acquiring Kodiak Building Partners for $2.25 billion, comprising $2 billion in cash and 13.2 million QXO shares. This acquisition is a strategic move to help QXO reach its ambitious goal of $50 billion in annual revenue within five years by consolidating the fragmented building products industry. The deal is expected to triple QXO's market opportunity and open new inroads in various building products categories, with potential for further acquisitions given QXO's significant "war chest."
Court Square to sell Kodiak Building Partners to QXO Inc for $2.25bn
Court Square is set to sell Kodiak Building Partners to QXO Inc for $2.25 billion. The deal includes $2 billion in cash and 13.2 million shares, with QXO having the option to repurchase shares at $40 each. This transaction highlights significant activity in the industrial and manufacturing sector.
QXO TO ACQUIRE KODIAK BUILDING PARTNERS FOR $2.25 BILLION
QXO, Inc. has entered into a definitive agreement to acquire Kodiak Building Partners from Court Square Capital Partners for approximately $2.25 billion, consisting of cash and QXO shares. Kodiak, operating 110 locations across 26 states and generating $2.4 billion in revenues in 2025, distributes lumber, trusses, windows, doors, and other building products. This acquisition will expand QXO's market presence, enhance cross-selling opportunities, and accelerate margin expansion through operational efficiencies.
Kodiak acquired by QXO: a strategic $2 billion-plus leap in building products
QXO, led by Brad Jacobs, has acquired Kodiak from a private equity firm for an estimated $2.25 billion (growing to $2.35 billion due to QXO's stock increase). This marks QXO's second acquisition, significantly expanding its market opportunity in the building products industry, particularly in lumber, trusses, gypsum, and construction supplies. The deal, which analysts view as a "bold contrarian move" due to Kodiak's exposure to challenging housing markets, is expected to be immediately accretive to QXO's earnings and leverages improved logistics through vendor overlap.
QXO Set to Buy Kodiak Building Partners for $2.25 Billion
QXO Inc. has agreed to acquire Kodiak Building Partners for $2.25 billion, expanding its construction products business into key U.S. markets, particularly the Sun Belt and Mountain states. The deal, funded by cash and shares, comes as QXO's CEO Brad Jacobs indicates an active acquisition pipeline and follows their previous acquisition of Beacon Roofing Supply Inc. Kodiak generated $2.4 billion in revenue in 2025 by distributing various construction supplies.
QXO to Acquire Kodiak for $2.25 Billion
QXO Inc. announced its agreement to acquire Kodiak Building Partners for approximately $2.25 billion in cash and stock. This acquisition is expected to triple QXO's existing market opportunity, expanding its total addressable market to over $200 billion by moving into various building product categories like lumber, trusses, and gypsum. The deal, targeted to close in Q2 2026, is anticipated to be highly accretive to QXO's earnings, driven by procurement, network optimization, and AI-powered inventory management synergies.
QXO to Buy Kodiak Building for $2.25 Billion
QXO has agreed to acquire Kodiak Building Partners for approximately $2.25 billion in cash and stock, marking a significant expansion in the building materials distribution sector. The deal is expected to close in early Q2 2026 and is projected to substantially boost QXO's 2026 earnings, growing its addressable market to $200 billion. Kodiak's owners will receive $2 billion in cash and 13.2 million shares.
QXO to Buy Kodiak Building Partners for $2.25 Billion
QXO, Inc. has announced its definitive agreement to acquire Kodiak Building Partners from Court Square Capital Partners for approximately $2.25 billion, expecting the transaction to significantly boost its 2026 earnings and expand its addressable market to over $200 billion. Kodiak, a U.S. distributor generating $2.4 billion in 2025 revenues, specializes in building materials with strong market presence in the Sun Belt and Mountain states. The acquisition is anticipated to close in early Q2 2026, enhancing QXO's offerings and market share through cross-selling, scaled procurement, and tech-enabled efficiencies.
Baader Bank Aktiengesellschaft Takes Position in QXO, Inc. $QXO
Baader Bank Aktiengesellschaft has acquired a new position in QXO, Inc. (NYSE:QXO) by purchasing 230,000 shares valued at approximately $4.384 million in the third quarter. This move highlights significant institutional interest, with investors now owning about 58.68% of QXO's stock. Despite some analysts trimming their price targets, the consensus rating for QXO remains a "Moderate Buy" with a target price of $32.43.
QXO, Inc. $QXO Shares Purchased by Wellington Shields Capital Management LLC
Wellington Shields Capital Management LLC significantly increased its stake in QXO, Inc. (NYSE:QXO) by 213.4% during the third quarter, bringing its total holdings to 413,430 shares. This investment now represents 1.2% of Wellington Shields' portfolio. The article also details QXO's recent financial performance, including a Q3 EPS beat and substantial revenue growth, alongside an overview of other institutional investors' activities and current analyst ratings for the stock.
Fishman Jay A Ltd. MI Makes New $10.44 Million Investment in QXO, Inc. $QXO
Fishman Jay A Ltd. MI has made a new investment of $10.44 million in QXO, Inc. (NYSE:QXO), acquiring 547,940 shares in Q3. This positions QXO as the firm's 26th-largest holding, representing 0.08% of QXO, while institutional investors cumulatively own 58.68% of the company's stock. Analysts generally rate QXO as a "Moderate Buy" with an average price target of $32.43, despite the company having negative P/E and net margin, but it did beat Q3 EPS estimates.
QXO, Inc. (QXO): A Bull Case Theory
This article summarizes a bullish thesis on QXO, Inc., highlighting Brad Jacobs' strategy to consolidate the fragmented U.S. building materials distribution industry through aggressive acquisitions and operational improvements. The strategy, which involves rebranding, streamlining, and leveraging technology, aims for a base-case revenue of $50 billion by 2032-2035 and a potential $48 per share. While acknowledging risks, the article suggests substantial upside if Jacobs' proven roll-up playbook succeeds.
Mirae Asset Global Investments Co. Ltd. Invests $2.26 Million in QXO, Inc. $QXO
Mirae Asset Global Investments Co. Ltd. has acquired a new position in QXO, Inc. (NYSE:QXO), purchasing 118,700 shares valued at approximately $2.26 million during the third quarter. This investment is part of broader institutional interest, with hedge funds and institutional investors owning 58.68% of the company's stock. QXO recently reported quarterly earnings that beat EPS estimates but slightly missed revenue expectations, with significant year-over-year revenue growth.
Strs Ohio Has $278,000 Position in QXO, Inc. $QXO
Strs Ohio significantly reduced its stake in QXO, Inc. (NYSE:QXO) by 95% in the third quarter, holding 14,607 shares valued at $278,000. Despite this, other institutional investors, such as Vanguard Group Inc., substantially increased their positions, leading to institutional ownership of 58.68%. Wall Street analysts maintain a "Moderate Buy" rating for QXO, with a consensus price target of $32.43 against a current trading price near $22.
QXO, Inc. $QXO Position Boosted by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in QXO, Inc. by 240.9% in Q3, now holding 87,521 shares valued at approximately $1.668 million. Other hedge funds have also adjusted their positions in QXO. The company's stock has a market capitalization of $14.96 billion and a negative P/E ratio, but recent earnings beat analyst estimates with a staggering 20,726.7% year-over-year revenue increase.
(QXO) and the Role of Price-Sensitive Allocations
This article analyzes QXO Inc. (NYSE: QXO) with a focus on price-sensitive allocations. It highlights weak near and mid-term sentiment but a strong long-term outlook, identifying a short setup with a 47.0:1 risk-reward ratio. The analysis provides AI-generated trading strategies (long, breakout, and short) and multi-timeframe signal analysis indicating support and resistance levels.
Is It Too Late To Consider QXO (QXO) After A 73% One Year Rally?
QXO has seen a significant 73% rally over the past year, leading investors to question its current valuation. According to Simply Wall St's analysis using a Discounted Cash Flow (DCF) model and Price-to-Sales (P/S) ratio, QXO appears undervalued with a 57.3% discount to its DCF estimate and a P/S ratio below its proprietary "Fair Ratio." The article encourages investors to use the "Narratives" feature to form their own valuation based on company-specific assumptions.
Attractive Valuations Drive Interest in QXO Inc (QXO)
QXO Inc (NYSE: QXO) is gaining interest due to attractive valuations, with RBC Capital Markets and Citi reaffirming Outperform and Buy ratings despite lowering target prices slightly. The company is a tech-enabled distributor of building products aggressively expanding and is seen as a strong large-cap stock. The article also discusses broader AI investment opportunities, suggesting some AI stocks offer even greater promise for returns.
Making Moves: How Mega Mergers are Redefining Roofing Distribution
The roofing distribution industry is undergoing a significant transformation due to mega-mergers and acquisitions, with major players like QXO, Home Depot (through SRS Distribution), and Lowe’s making multi-billion dollar moves. These acquisitions, driven by technology integration and expansion into related markets, are reshaping the competitive landscape. While large companies consolidate, independent distributors are striving to maintain their presence and competitiveness through agility and cooperatives like IDAC and NEMEON.
Intact Investment Management Inc. Takes Position in QXO, Inc. $QXO
Intact Investment Management Inc. has initiated a new position in QXO, Inc. during the third quarter, acquiring 51,500 shares valued at approximately $982,000. Several other institutional investors also adjusted their stakes, leading to hedge funds and institutional investors owning 58.68% of the company. QXO recently reported strong quarterly EPS results and maintains a consensus "Moderate Buy" rating from analysts with an average target price of $32.43.
Baillie Gifford & Co. Buys Shares of 90,859 QXO, Inc. $QXO
Baillie Gifford & Co. acquired a new stake of 90,859 shares in QXO, Inc. (NYSE:QXO) during the third quarter, valued at approximately $1.73 million. This purchase contributes to institutions and hedge funds now owning 58.68% of the company's stock. QXO beat its Q3 EPS estimates, and analysts currently maintain a "Moderate Buy" rating with an average target price of $32.43.
Investment House LLC Boosts Stock Holdings in QXO, Inc. $QXO
Investment House LLC significantly increased its stake in QXO, Inc. by 241.6% in Q3, now holding 687,379 shares valued at $13.10 million. Institutional investors collectively own 58.68% of QXO, which currently trades near $23.90, has a market cap of $16.12 billion, and holds a "Moderate Buy" consensus rating with an average target price of $32.43 from analysts.
How QXO’s US$753 Million Follow-on Equity Raise At QXO (QXO) Has Changed Its Investment Story
QXO, Inc. recently completed a US$753.16 million follow-on equity offering as part of a larger US$3 billion funding effort aimed at supporting its acquisition-focused growth in building products distribution. This significant capital injection strengthens QXO's investment narrative, emphasizing deal flow and integration progress. While the equity raise mitigates financial risk, investors should monitor potential dilution and execution challenges associated with its rapid expansion strategy.
How QXO’s US$753 Million Follow-on Equity Raise At QXO (QXO) Has Changed Its Investment Story
QXO, Inc. recently completed a US$753 million follow-on equity offering as part of a larger US$3 billion funding effort. This capital infusion is intended to fuel QXO's acquisition strategy in building products distribution and specialty contractor supply. The move sharpens QXO's investment narrative, with a focus on deal flow and integration progress, though risks related to dilution and execution remain.
Oppenheimer bets on QXO, Inc. (QXO)’s M&A pipeline, lifts target
Oppenheimer has reiterated an Outperform rating for QXO, Inc. (QXO) and raised its price target, citing confidence in the company's M&A pipeline and the potential for a significant re-rating of its multiple. Analyst Scott Schneeberger believes near-term acquisitions are likely, which could drive substantial growth and investor interest.
Carmel Capital Partners LLC Purchases Shares of 46,360 QXO, Inc. $QXO
Carmel Capital Partners LLC recently acquired a new stake of 46,360 shares in QXO, Inc. (NYSE:QXO) during the third quarter, valued at approximately $884,000. QXO reported strong Q3 earnings, beating EPS estimates, with revenue showing extraordinary year-over-year growth, though it slightly missed revenue forecasts. The company holds a "Moderate Buy" consensus rating from analysts, with institutional investors owning a significant portion of its stock.
QXO Inc (QXO) Shares Up 3.05% on Jan 22
Shares of QXO Inc (QXO) rose 3.05% on January 22, closing at $24.19, which is 7.83% below its 52-week high and 104.16% above its 52-week low. Wall Street analysts forecast an average target price of $32.13 for QXO, implying a 32.86% upside, and an "Outperform" consensus recommendation. However, GuruFocus estimates a GF Value of $6.09 for QXO, suggesting a significant downside of 74.82% from its current price.
Oppenheimer Bets on QXO, Inc. (QXO)'s M&A Pipeline, Lifts Target
Oppenheimer has increased its price target for QXO, Inc. (QXO) to $30 from $27, maintaining an Outperform rating, due to anticipated significant M&A activity. Benchmark also reiterated its Buy rating with a $50 price target, considering QXO its "Best Idea" and highlighting the company's strong financial position for future acquisitions. QXO, a distributor of building products, has recently issued equity, with previous raises tied to announcing meaningful M&A by July 15, 2026.
