QXO (QXO) Is Down 9.1% After Wider Losses And Legal Hit Despite Revenue Growth
QXO, Inc. (QXO) experienced a 9.1% share price drop after reporting wider losses in Q2 2026 and facing an $86 million legal verdict, despite significant revenue growth. The company's net loss for the first half of 2026 sharply increased to US$282 million, highlighting ongoing financial and legal pressures. Investors are urged to consider the company's aggressive scale-up strategy against its persistent losses and balance sheet risks, with fair value estimates from the community varying widely.
A Look at QXO Inc (QXO) After 3.6% Decline -- GF Value $18.91 vs Price $13.98
QXO Inc (QXO) recently experienced a 3.6% stock decline, bringing its price to $13.98, while its GF Value is estimated at $18.91, suggesting it is "Modestly Undervalued" with a 26.1% upside. Despite a low GF Score of 65/100 due to weaknesses in profitability and financial strength, nine gurus hold shares, with eight adding to their positions, contrasting with a lack of insider transactions. Investors should weigh the potential for recovery against the risks associated with the company's current unprofitability and negative cash flow.
QXO (QXO) Stock Revenue Surge Meets Deepening Losses
QXO reported a significant revenue increase in Q2 2026 to US$3,246 million but also saw its net losses widen to US$109 million for the quarter and US$656.3 million over the past twelve months. Despite a slight improvement in basic EPS loss, the company faces ongoing concerns about persistent losses, rising leverage, and legal risks, which investors are pricing into the stock. While bulls hope for technology-driven synergies, bears focus on the financial risks and lack of clear evidence for improved profitability.
QXO (QXO) Stock May Be A Bargain As An $86 Million Verdict Looms
QXO (QXO) stock has experienced a 69.6% decline over the past five years, yet market multiples suggest it is undervalued, even with a recent $86 million verdict against the company. The article discusses whether the current share price of US$14.51 already accounts for the legal and earnings risks, or if investors are overpaying. It highlights that QXO's Price/Sales ratio of 1.8x is significantly below its estimated fair P/S ratio of 4.5x, suggesting potential undervaluation despite its challenges.
QXO Posts 2Q Sales of $3.25B as Net Loss Narrows
Building materials distributor QXO reported second-quarter 2026 sales of $3.25 billion, including $595 million from the acquisition of Kodiak Building Partners. The company narrowed its net loss to $55 million from $59 million a year earlier and saw increases in gross profit and adjusted EBITDA. QXO's CEO, Brad Jacobs, highlighted the company's growth strategy, aiming to more than double EBITDA by 2030 and achieve $50 billion in revenue within the decade following the acquisition of TopBuild.
Orbis-led investors report 10.4% QXO (QXO) stake via common and preferred
Orbis Investment Management Ltd, Orbis Investment Management (U.S.), L.P., and Allan Gray Australia Pty Ltd have collectively reported a beneficial ownership stake of 10.4% in QXO, Inc. This aggregate ownership totals 75,359,961 shares, comprising common stock and shares convertible from Series B Mandatory Convertible Preferred Stock. The filing clarifies the individual voting and dispositive powers of each entity within the group, while disclaiming beneficial ownership of shares held by others in the group.
QXO Hits $3.25 Billion in Q2 Net Sales
QXO Inc. reported net sales of $3.25 billion for the second quarter of 2026, a significant increase from $1.91 billion in Q2 2025. The company's adjusted diluted earnings per common share was $0.08, and adjusted net income reached $130 million. QXO also completed the acquisition of TopBuild, making it the second-largest publicly traded building products distributor in North America, with plans to double EBITDA by 2030 and achieve $50 billion in revenue within the decade.
Earnings Flash (QXO) QXO, Inc. Posts Q2 Adjusted EPS $0.08 per Share, vs. FactSet Est of $0.08
QXO, Inc. announced its Q2 adjusted EPS of $0.08 per share, matching the FactSet estimate. This financial report was released on August 13, 2026, alongside other news regarding the company's Q2 revenue and a recent acquisition of TopBuild Corp.
QXO Expands Building Products Platform as Kodiak, TopBuild Deals Reshape Business
QXO Inc. reported $3.25 billion in second-quarter sales, a significant increase from $1.91 billion a year earlier, reflecting the impact of its acquisitions of Kodiak Building Partners and Beacon Roofing Supply. The company's recent acquisition of TopBuild, completed after the quarter, further solidifies its position as the second-largest publicly traded building products distributor in North America. QXO aims to achieve $50 billion in annual sales within the decade through continued acquisitions and organic growth, transforming its product mix and expanding its market presence.
Benchmark reiterates QXO stock rating on tech rollout progress
Benchmark has reiterated its Buy rating and $50.00 price target for QXO Inc (NASDAQ:QXO) after the company reported strong second-quarter 2026 results that exceeded revenue and EBITDA estimates. The company's technology platform rollout is progressing as planned, with integration across Beacon branches underway and Kodiak and TopBuild scheduled for early 2027, which Benchmark sees as a key long-term catalyst. Despite a slight downward revision in fiscal 2026 EPS estimates due to macroeconomic outlook, analysts still project profitability for the year.
QXO, Inc. Stock 12‑Month Price Target Cut to $28.93, Implies 94% Upside
QXO, Inc.'s average stock price target has been reduced to $28.93 from $29.13 by 15 analysts, with a range of $18 to $50 per share. Despite the cut, this new target implies a 94% potential upside based on the August 13 closing price. The consensus rating from 17 analysts remains a "Buy."
QXO Reports Second Quarter 2026 Results
QXO, Inc. reported its second-quarter 2026 financial results, with basic and diluted loss per common share at $(0.14) and Adjusted Diluted Earnings per Common Share at $0.08. Net sales reached $3.25 billion, including $595 million from Kodiak Building Partners. Chairman and CEO Brad Jacobs highlighted ongoing technology upgrades and stated that QXO is now the second-largest publicly traded building products distributor in North America, with a goal to more than double EBITDA by 2030 and achieve $50 billion in revenue within the decade.
QXO, Inc. (QXO) Misses Q2 Earnings Estimates
QXO, Inc. (QXO) reported Q2 earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 and falling short of the $0.11 per share from a year ago. Despite the earnings miss, the company's Q2 revenues of $3.25 billion surpassed the Zacks Consensus Estimate by 3.06% and significantly increased from $1.91 billion in the prior year. The stock currently holds a Zacks Rank #3 (Hold) due to a mixed outlook in earnings estimate revisions.
QXO Reports Second Quarter 2026 Results
QXO, Inc. reported its financial results for the second quarter of 2026, with a basic and diluted loss per common share of $(0.14) and Adjusted Diluted Earnings per Common Share of $0.08. CEO Brad Jacobs highlighted the company's progress in upgrading technology and its position as the second-largest publicly traded building products distributor in North America after the TopBuild acquisition. The company aims to more than double EBITDA by 2030 and achieve $50 billion in revenue within the decade.
QXO Inc earnings matched, revenue topped estimates
QXO Inc (NYSE: QXO) reported second-quarter earnings per share (EPS) of $0.080, meeting analyst expectations, and revenue of $3.25 billion, surpassing the consensus estimate of $3.19 billion. Despite these results, the company's stock has seen a decline of -8.910% over the last three months and -29.230% over the past year. InvestingPro assesses QXO Inc's financial health as "fair performance," with the company having experienced 10 negative EPS revisions in the last 90 days.
Earnings Flash (QXO) QXO, Inc. Reports Q2 Revenue $3.25B, vs. FactSet Est of $3.18B
QXO, Inc. reported its second-quarter revenue of $3.25 billion, surpassing FactSet's estimate of $3.18 billion. This financial update indicates a stronger-than-expected sales performance for the company during the quarter. The article also briefly mentions QXO's adjusted earnings decline despite the revenue increase.
QXO's $17B acquisitions boost market lead amid profit concerns ahead of earnings report.
QXO, Inc. has significantly expanded its market position in building-products distribution through major acquisitions, including a $17 billion deal for TopBuild Corp. Despite strong financial health, analysts anticipate its upcoming earnings report on August 13, 2026, to show a potential decline in profitability, with an expected revenue of $3.18 billion. The company's stock experienced a 23% drop in July due to interest rate concerns, yet it secured $3 billion in funding from major investors, indicating institutional confidence.
Building Supplies Consolidator Takes Over Shepley
Shepley Wood Products, a long-standing building supplier on Cape Cod, has been acquired by QXO, a Connecticut-based venture founded by Brad Jacobs. This acquisition is part of QXO's broader strategy to consolidate the building supplies industry across North America. Local builders are concerned about potential impacts on staffing, product availability, and community involvement, recalling similar changes after another local supplier was acquired by a large corporation.
QXO Stock Drifts Lower As Traders Weigh Profitability Path
QXO Inc. stock is experiencing a downward trend, trading down by 3.41% due to regulatory scrutiny and legal uncertainty. Despite generating multi-billion-dollar revenue, the company continues to post losses with negative margins, leading traders to watch for signs of profitability. QXO's balance sheet, however, shows modest leverage and substantial cash reserves, providing room to fund growth while working towards positive earnings.
Hudson Value Partners LLC Purchases 100,856 Shares of QXO, Inc. $QXO
Hudson Value Partners LLC significantly increased its stake in QXO, Inc. by 87.6% during the second quarter, acquiring 100,856 additional shares and bringing its total holdings to 215,998 shares valued at approximately $3.73 million. This comes as institutional investors now own 58.68% of QXO, with analysts maintaining a "Moderate Buy" consensus and an average price target of $29.71. Despite a recent earnings miss, the company's stock opened at $15.54, near its 50-day average.
Renaissance Technologies LLC Has $1.92 Million Stock Holdings in QXO, Inc. $QXO
Renaissance Technologies LLC significantly reduced its stake in QXO, Inc. by 93.3% in the first quarter, selling 1.38 million shares but still holding 98,800 shares valued at $1.92 million. Despite this, other institutional investors increased or initiated positions, and institutions collectively own 58.68% of QXO's stock. Analysts maintain a "Moderate Buy" rating with an average price target of $29.71, even though the company reported a quarterly EPS loss and its shares are trading around $15.54.
A Look at QXO Inc (QXO) After 4.8% Decline -- GF Value $19.09 vs Price $15.38
QXO Inc (QXO) experienced a 4.8% decline in shares, bringing its price to $15.38, significantly below the GF Value™ estimate of $19.09, suggesting it is undervalued by 19.4%. Despite a "Modestly Undervalued" label and an above-average GF Score™ of 67/100, the company's lack of profitability and cash-flow negative status raise concerns. Gurus show mixed sentiment, while the absence of insider transactions indicates a neutral stance.
QXO in the spotlight: First earnings since $17B acquisition
QXO Inc. is preparing to report its second-quarter earnings, which will be the first since its $17 billion acquisition of TopBuild Corp. and the $2.25 billion acquisition of Kodiak Building Partners. Analysts expect a significant increase in revenue and earnings per share, reflecting the company's aggressive dealmaking. Investors will be closely watching for signs of successful integration and operational improvements, as well as the impact of current end-market conditions.
Does QXO’s (QXO) Mixed Earnings Signals Hint At Shifting Profitability Priorities?
QXO, Inc. is expected to report June 2026 quarterly results with declining earnings but increased revenues, indicating a potential shift in profitability priorities. The company faces challenges related to the integration of TopBuild, managing interest costs on new debt, and potential shareholder dilution. Analysts have mixed estimates for QXO's fair value, highlighting the need for investors to carefully consider balance sheet and integration risks.
Baillie Gifford Expands QXO Inc (QXO) Stake -- Shares Trade Near GF Value
Baillie Gifford significantly increased its stake in QXO Inc, purchasing over 34 million shares at $17.28, despite the stock's subsequent decline to $16.16. This transaction reflects Baillie Gifford's long-term growth philosophy and conviction in QXO's plan to become a tech-enabled leader in building products distribution, aiming for $50 billion in annual revenues. Although QXO faces financial challenges with negative growth rates and a low GF-Score, Baillie Gifford's substantial investment suggests a calculated bet on the company's ambitious transformation strategy.
Earnings Preview: QXO Inc to Report Financial Results Post-market on August 13
QXO Inc is scheduled to release its financial results after the market closes on August 13. Investors will be keenly watching for key metrics such as revenue, earnings per share, and management's outlook, as these factors typically influence stock performance and market sentiment. The report could also offer insights into the company's operational efficiency and strategic direction.
QXO, Inc. (NYSE:QXO) Receives Consensus Rating of "Moderate Buy" from Analysts
QXO, Inc. (NYSE:QXO) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $29.71 against a recent share price of $15.95. Institutional investors hold 58.68% of the company, with several major firms increasing or initiating stakes. Despite strong revenue growth, QXO missed EPS expectations in its latest quarterly report, and its shares have traded within a range of $13.18 to $27.61 over the past year.
Earnings Preview: QXO, Inc. (QXO) Q2 Earnings Expected to Decline
QXO, Inc. (QXO) is projected to report a year-over-year decline in Q2 earnings despite an expected increase in revenues. The consensus estimate is $0.09 earnings per share on $3.21 billion in revenue. However, with a negative Zacks Earnings ESP of -5.88% and a Zacks Rank #3, it is difficult to conclusively predict if the company will beat the consensus EPS estimate.
Morgan Stanley Maintains QXO Inc(QXO.US) With Buy Rating, Maintains Target Price $35
Morgan Stanley has reiterated its "Buy" rating for QXO Inc (QXO.US) and maintained its price target of $35. This indicates a continued positive outlook from the investment bank regarding the company's stock performance.
Morgan Stanley resumes QXO stock coverage with overweight rating By Investing.com
Morgan Stanley has resumed coverage of QXO Inc. (NASDAQ:QXO) with an overweight rating and a price target of $35.00, suggesting a significant upside from its current trading price. The firm views QXO as an undervalued stock that is well-positioned to consolidate the fragmented building products distribution market through technology and strategic acquisitions. This positive outlook is further supported by analyst predictions of profitability for QXO this year, with an EPS forecast of $0.29 for FY2026, and expectations of operational improvements in 2027 following the integration of recently acquired businesses, including TopBuild Corp.
QXO, Inc. Stock 12‑Month Price Target Raised to $29.13, Implies 107% Upside
QXO, Inc.'s average stock price target has been raised to $29.13 by 15 analysts, suggesting a 107% potential upside from its Aug. 3 closing price. The consensus rating from 17 analysts remains a "Buy," with no "Holds" or "Sells." Investors can find more detailed price target data and analyst recommendations on TradingView's platform.
Morgan Stanley resumes QXO stock coverage with overweight rating By Investing.com
Morgan Stanley has resumed coverage on QXO Inc. with an overweight rating and a price target of $35.00, citing the company's strategy to become a technology-led consolidator in the fragmented building products distribution market. The firm believes QXO is positioned to acquire competitors and leverage its technology to improve fundamentals, expecting operational improvements and profitability this year. This comes as QXO recently completed its acquisition of TopBuild Corp., a move that has also drawn coverage from Wells Fargo, KeyBanc, and Benchmark with varying price targets but generally positive outlooks on its strategic positioning.
A Look at QXO Inc (QXO) After 5.9% Gain -- GF Value $17.47 vs Price $14.09
QXO Inc (QXO) shares rose 5.9% to $14.09, and the stock is currently estimated to be 19.3% undervalued based on its GF Value™ of $17.47. Despite a strong GF Score™ of 69/100, the company faces profitability concerns and a lack of recent insider transactions, indicating a cautious outlook among investors. The article suggests that a deeper examination of financial health and market conditions is necessary for a comprehensive assessment.
Morgan Stanley resumes QXO stock coverage with overweight rating By Investing.com
Morgan Stanley has resumed coverage on QXO Inc. with an overweight rating and a price target of $35.00, representing a significant upside from its current trading price. The firm views QXO as an undervalued technology-led consolidator in the fragmented building products distribution market, poised to acquire underperforming competitors and leverage its technology to improve fundamentals. Analysts expect the company to be profitable this year, with a focus on business integration over the next 12 months and significant operational execution improvements anticipated in 2027.
$QXO Inc (QXO.US)$ scalping some today.....
A user named "Ticker Tamer" on the moomoo Community platform announced their intention to "scalp" the stock of QXO Inc (QXO.US) today. The post includes a disclaimer that the community content is for educational purposes only and emphasizes that trading is a game of probability.
Morgan Stanley resumes QXO stock coverage with overweight rating By Investing.com
Morgan Stanley has resumed coverage on QXO Inc (NASDAQ:QXO) with an overweight rating and a price target of $35.00, representing a 148% upside. The firm believes QXO is building a technology-led consolidator in the fragmented building products distribution market and is well-positioned to acquire underperforming competitors. Analysts predict QXO will be profitable this year, with a focus on business integration and operational improvement expected over the next 12 months.
Traders Buy High Volume of Call Options on QXO (NYSE:QXO)
Investors in QXO (NYSE:QXO) saw a significant surge in call option activity on Tuesday, with 36,622 contracts purchased, marking a 52% increase above the average volume. Despite the company missing its latest quarterly EPS estimate and reporting a negative net margin, institutional ownership remains high, and analysts maintain a "Moderate Buy" consensus with an average price target of $29.71. Shares of QXO recently rose by 9.6% to $15.45 following this activity.
QXO (NYSE:QXO) Earns Overweight Rating from Analysts at Morgan Stanley
Morgan Stanley initiated coverage on QXO (NYSE:QXO) with an "Overweight" rating and a $35 price target, suggesting a significant upside of 149% from its previous close. This positive outlook contrasts with the company's recent quarterly loss of $0.12 per share, which missed estimates, and its stock opening near a one-year low. Despite recent earnings misses, the consensus analyst rating for QXO remains a "Moderate Buy" with an average price target of $29.71.
Amundi Has $24.55 Million Stock Position in QXO, Inc. $QXO
Amundi increased its stake in QXO, Inc. by 11.3% in the first quarter, now holding 1.26 million shares valued at $24.55 million. Despite QXO missing earnings expectations, institutional investors own 58.68% of the company, and analysts maintain a "Moderate Buy" rating with an average price target of $29.71.
A Look at QXO Inc (QXO) After 5.9% Gain -- GF Value $17.47 vs Price $14.09
QXO Inc. (QXO) shares rose 5.9% to $14.09, trading at a 19.3% discount to its GF Value™ of $17.47, suggesting it is modestly undervalued. Despite a GF Score™ of 69/100, indicating above-average quality, the company is unprofitable and cash-flow-negative, raising concerns about its financial stability. The absence of insider transactions and mixed guru activity reflect a cautious outlook among investors.
QXO, Round Two: Time For A Pause That Refreshes? (NYSE:QXO)
QXO has quickly become a dominant player in the building materials distribution sector through a series of rapid acquisitions, including Beacon Roofing, Kodiak Partners, and TopBuild. Despite a recent decline in its stock price, the company has secured significant financial backing from Apollo and Temasek. The author maintains a long-term bullish outlook on QXO, citing CEO Brad Jacobs' successful roll-up strategy and the company's strong market position in roofing, insulation, and MRO.
Baillie Gifford & Co (QXO) discloses 47.9M QXO shares, a 6.6% ownership stake
Baillie Gifford & Co has disclosed a 6.6% ownership stake in QXO, Inc., amounting to 47,867,886 shares of common stock. The investment adviser, based in Scotland, holds these shares on behalf of various investment advisory clients and possesses sole voting power over 27,213,875 shares and sole dispositive power over all 47,867,886 shares. This disclosure was made via a SCHEDULE 13G SEC filing.
Lombard Odier Asset Management Europe Ltd Sells 118,474 Shares of QXO, Inc. $QXO
Lombard Odier Asset Management Europe Ltd reduced its stake in QXO, Inc. by 13.9% during the first quarter, selling 118,474 shares and retaining 733,928 shares valued at approximately $14.3 million. Despite institutional investors collectively owning 58.68% of QXO, the company's shares opened at $13.34, near their 52-week low, and QXO missed EPS expectations in its latest quarterly report. Analysts, however, maintain a consensus "Moderate Buy" rating with an average price target of $29.71.
First Trust Advisors LP Has $6.37 Million Stock Position in QXO, Inc. $QXO
First Trust Advisors LP significantly increased its stake in QXO, Inc. by 608.6% in the first quarter, bringing its total holdings to $6.37 million. Despite institutional interest, QXO's shares opened near their 12-month low and missed earnings expectations, reporting an adjusted loss of $0.12 per share. Analysts generally maintain a "Moderate Buy" rating with an average price target of $29.71, even with some recent target reductions.
California State Teachers Retirement System Increases Stock Holdings in QXO, Inc. $QXO
The California State Teachers Retirement System increased its stake in QXO, Inc. by 22.4% in the first quarter, acquiring an additional 129,164 shares to hold a total of 704,530 shares valued at approximately $13.7 million. Despite QXO missing earnings expectations with a loss of $0.12 per share, analysts maintain a "Moderate Buy" rating with an average price target of $29.71. Institutional investors collectively own 58.68% of the company's stock.
QXO Inc. Stock (QXO) Opinions on Wells Fargo Analyst Coverage
Recent discussions indicate growing interest in QXO Inc. following Wells Fargo's "Overweight" rating and an $18 price target, driven by an expected roofing sector recovery and the company's TopBuild integration. The article also highlights QXO's significant revenue growth in Q1 2026 and varied institutional investor activity, with a median analyst price target of $28.0.
TopBuild Acquisition Seals QXO’s (QXO) North American Dominance
QXO, Inc. was a new addition to Spyglass Growth Strategy's portfolio in Q2 2026, despite being a bottom contributor due to investor concerns about its acquisition of TopBuild. The firm believes the acquisition, though leading to short-term volatility, underpins strong long-term demand drivers for QXO such as housing undersupply and energy efficiency, and that the company has significant competitive advantages. Spyglass remains confident in QXO's fundamentals, expecting them to prevail over market volatility.
QXO (NYSE:QXO) Raised to "Strong-Buy" at Wells Fargo & Company
Wells Fargo & Company upgraded QXO (NYSE:QXO) to a "strong-buy" rating, although the company's shares opened down 6.0% and are near their 52-week low. QXO recently missed its quarterly EPS estimates, reporting a loss of $0.12 per share, while still achieving significant year-over-year revenue growth. The company has an overall "Moderate Buy" consensus rating and a target price of $29.71 from analysts.
Principal Financial Group Inc. Acquires 130,424 Shares of QXO, Inc. $QXO
Principal Financial Group Inc. significantly increased its stake in QXO, Inc. by 779.2% in the first quarter, acquiring 130,424 additional shares to own a total of 147,163 shares valued at approximately $2.86 million. Institutional investors now hold 58.68% of QXO, and while analyst sentiment is generally positive with a "Moderate Buy" rating, the company's shares are near their 52-week low after missing earnings expectations and several analysts lowering their price targets.
QXO|QXO Inc|Price:13.405|Chg%:-0.845
This article provides a comprehensive stock analysis of QXO Inc (QXO) based on TradingKey's proprietary scoring system. It highlights QXO's strong fundamentals, significant growth potential, and fair valuation within the Software & IT Services industry. The analysis also notes high institutional ownership and a recent 'Buy' rating from multiple analysts, despite a recent weak stock market performance.
