RXO, Inc. Common Stock (RXO)

The financial markets in early February 2026 have been gripped by a phenomenon now dubbed the "Penny Stock Scare Trade." At the center of this storm is Algorhythm Holdings (NASDAQ: ALGO), a micro-cap company with a market capitalization previously under $5 million, which saw its shares surge over 30% in

The U.S. trucking and logistics sector is reeling this morning following a brutal 48-hour sell-off that has been described by market analysts as a "Category 5" level of industry paranoia. What began as a technical white paper release on February 12, 2026, by a relatively obscure tech firm has

RXO’s fourth quarter results disappointed the market, with revenue slightly missing analyst estimates and a wider-than-expected non-GAAP loss per share. Management attributed underperformance to ongoing softness in freight demand and sharp increases in transportation costs, which compressed brokerage margins. CEO Drew Wilkerson acknowledged that a significant tightening in truckload supply—driven by industry-wide carrier exits and regulatory actions—created “one of the largest structural changes to truckload supply since deregulation.” The company’s cost optimization and technology integration efforts were not enough to offset these near-term pressures, and management openly described the environment as challenging.

XPO, Inc. (NYSE: XPO) has emerged as a standout performer in the transportation sector, reaching all-time highs in February 2026. After a decade of high-speed acquisitions and subsequent structural spin-offs, the company has successfully transitioned into a focused powerhouse in the North American Less-Than-Truckload (LTL) market. With its stock surging over 40% year-to-date and a [...]

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

Freight Delivery Company RXO (NYSE:RXO) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 11.9% year on year to $1.47 billion. Its non-GAAP loss of $0.07 per share was 68% below analysts’ consensus estimates.

RXO (RXO) Q4 2025 Earnings Call Transcript

Freight Delivery Company RXO (NYSE:RXO) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 11.9% year on year to $1.47 billion. Its non-GAAP loss of $0.07 per share was 67.7% below analysts’ consensus estimates.

Freight Delivery Company RXO (NYSE:RXO) will be announcing earnings results this Friday before market hours. Here’s what to look for.

Over the past six months, RXO’s shares (currently trading at $15.75) have posted a disappointing 7.5% loss, well below the S&P 500’s 8.1% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the ground transportation industry, including RXO (NYSE:RXO) and its peers.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 13.2% gain over the past six months, beating the S&P 500 by 1.7 percentage points.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Check out the companies making headlines yesterday:

Shares of freight Delivery Company RXO (NYSE:RXO) fell 2.9% in the afternoon session after major indices pulled back from record highs reached the previous week. 

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

Shares of freight Delivery Company RXO (NYSE:RXO) fell 4.1% in the afternoon session after BofA Securities lowered its fourth-quarter 2025 adjusted EBITDA forecast for the company, citing near-term capacity tightening. 

Shares of freight Delivery Company RXO (NYSE:RXO) jumped 6.1% in the afternoon session after the company presented at the Goldman Sachs Industrials and Materials Conference, where its commentary was well-received by investors. Events like these provide a platform for a company's management to communicate its strategy and outlook. The positive stock movement suggested that the commentary from this conference, as well as a separate UBS conference, resonated positively with the market. The reaction indicated that investors were encouraged by the information shared by the company's leadership, boosting confidence in its future direction.

A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.