Market Cap
$12.1B
QXO
QXO, Inc.
$12.02 ▼ -0.21%
Prev close $12.05Market cap$12.1B
ConsensusStrong Buy
12-mo target$28.94 (+140.7%)
▲ Bullish
Analyst conviction 10/10
High Impact Filing (9/10)47 New Institutional Positions3 Institutional Exits Materials & Mining
Snapshot
The big-picture read on QXO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$10.3B
Inst. Activity
47 buys / 3 sells
Social Sentiment
66° Warm
SEC Reports
17
Price chart 30d -9.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: QXO — 57.9% short (5.9M / 10.2M)
Short: 5,912,745 | Exempt: 99,568 | TRF Vol: 10,209,405 | Short Ratio: 57.9% | Off-exchange volume (
Sep 15, 2026 Insider
West Kenneth J was granted 75,857 shares
President and COO
Sep 15, 2026 Insider
West Kenneth J was granted 480,769 shares
President and COO
Sep 15, 2026 Insider
Jul 23, 2026 SEC West Kenneth J was granted 218,531 shares
President and COO
QXO filed a prospectus supplement registering 41,405,099 common shares issuable upon conversion of Series C Convertible
8-K — Impact 2/10
QXO posted an investor Q&A and supplemental financials on July 9, 2026. The filing outlines the company's post-TopBuild
8-K — Impact 4/10
QXO filed an automatic shelf registration statement (S-3ASR) to register 19,352 shares of common stock issuable upon ves
S-3ASR — Impact 2/10
Jun 30, 2026 Inst.
BAILLIE GIFFORD & CO — DOUBLED
47,867,886 shares ($827.2M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 25, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Jul 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 10, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Jul 1, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| May 15, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 14, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| May 13, 2026 | Baird | MAINTAIN | Outperform | 54% |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 20, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 7 | 13 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% |
Price targets
Where 18 covering analysts think QXO trades over the next 12 months.
$28.94 +140.7% upside Strong Buy
Current$12.03 Low$18.00 Median$27.00 High$50.00 18 analysts
$18.00$50.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
66°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 13 neutral · avg impact 4.2/10.
NEUTRAL8-K2/10
QXO filed a prospectus supplement registering 41,405,099 common shares issuable upon conversion of S
Jul 23, 2026
NEUTRAL8-K4/10
QXO posted an investor Q&A and supplemental financials on July 9, 2026. The filing outlines the comp
Jul 9, 2026
NEUTRALS-3ASR2/10
QXO filed an automatic shelf registration statement (S-3ASR) to register 19,352 shares of common sto
Jul 1, 2026
NEUTRAL8-K4/10
QXO announced the final results of its tender offers for TopBuild's notes and the stockholder electi
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: QXO — 57.9% short (5.9M / 10.2M)
Short: 5,912,745 | Exempt: 99,568 | TRF Vol: 10,209,405 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: QXO — 65.0% short (7.7M / 11.8M)
Short: 7,673,262 | Exempt: 516,752 | TRF Vol: 11,802,796 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: QXO — 60.3% short (7.7M / 12.7M)
Short: 7,686,703 | Exempt: 8,229 | TRF Vol: 12,749,991 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: QXO — 55.9% short (6.3M / 11.3M)
Short: 6,318,063 | Exempt: 41,367 | TRF Vol: 11,312,485 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: QXO — 56.3% short (3.4M / 6.1M)
Short: 3,410,914 | Exempt: 10,467 | TRF Vol: 6,056,711 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.15 | $0.13–$0.23 | 7.8% | -1.9% | 0↑ 8↓ | $4.9B | 14 |
| Next Q | $0.09 | $0.06–$0.13 | 329.3% | -1.6% | 3↑ 4↓ | $4.4B | 14 |
| Current FY | $0.28 | $0.15–$0.50 | -19.0% | -3.0% | 3↑ 9↓ | $14.2B | 17 |
| Next FY | $0.64 | $0.46–$0.86 | 132.7% | -0.9% | 0↑ 11↓ | $19.2B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.151 | — |
| 7d ago | $0.152 | -0.001 |
| 30d ago | $0.154 | -0.003 |
| 60d ago | $0.189 | -0.038 |
| 90d ago | $0.131 | +0.020 |
Institutional ownership
Which big funds own QXO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.3B total value (592,812,660 shares) as of 2026-Q2. Top holders: MORGAN, Orbis, Invesco. Net buying activity: 47 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 86,495,549 | $1.5B | 14.6% | — |
| Orbis Allan Gray Ltd | 73,951,325 | $1.3B | 12.5% | — |
| Invesco Ltd. | 48,108,252 | $831.3M | 8.1% | — |
| BAILLIE GIFFORD & CO | 47,867,886 | $827.2M | 8.1% | DOUBLED +251.3% |
| BlackRock, Inc. | 46,536,649 | $804.2M | 7.8% | ADD +84.1% |
| UBS Group AG | 30,180,372 | $521.5M | 5.1% | ADD +98.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 29,686,910 | $513.0M | 5.0% | — |
| FRED ALGER MANAGEMENT, LLC | 27,362,195 | $472.8M | 4.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,069,727 | $467.8M | 4.6% | — |
| NORGES BANK | 11,613,483 | $200.7M | 2.0% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | DOUBLED | 13,624,239 | 47,867,886 | +251.3% | $827.2M |
| BlackRock, Inc. | ADD | 25,284,369 | 46,536,649 | +84.1% | $804.2M |
| UBS Group AG | ADD | 15,223,507 | 30,180,372 | +98.2% | $521.5M |
| NORGES BANK | NEW | — | 11,613,483 | — | $200.7M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 167,973 | 7,762,412 | +4521.2% | $134.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 74,982 | 7,289,644 | +9621.9% | $126.0M |
| Schonfeld Strategic Advisors LLC | DOUBLED | 111,138 | 6,925,608 | +6131.5% | $119.7M |
| FIL Ltd | DOUBLED | 1,114,477 | 6,557,218 | +488.4% | $113.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 3,766,990 | 5,934,004 | +57.5% | $102.5M |
| SOUND SHORE MANAGEMENT INC /CT/ | ADD | 3,929,810 | 5,198,401 | +32.3% | $89.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 21 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | West Kenneth J | President and COO | AWARD | 75,857 | — | — |
| Sep 15, 2026 | West Kenneth J | President and COO | AWARD | 480,769 | — | — |
| Sep 15, 2026 | West Kenneth J | President and COO | AWARD | 218,531 | — | — |
| Sep 15, 2026 | West Kenneth J | President and COO | AWARD | 75,857 | — | — |
| Jul 15, 2026 | OTERO MADELINE | Interim CAO | AWARD | 32,637 | — | — |
| Jul 15, 2026 | Covington Alec C | Director | AWARD | 9,639 | — | — |
| Jul 1, 2026 | Covington Alec C | Director | AWARD | 3,494 | — | — |
| Jul 1, 2026 | Covington Alec C | Director | AWARD | 150,368 | — | — |
| May 5, 2026 | Aiken Jason W | Director | AWARD | 9,274 | — | — |
| May 5, 2026 | Aiken Jason W | Director | EXERCISE | 12,111 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for QXO.
Shares short
108,660,843
Settlement Sep 15, 2026
Change vs prior
+3.1%
Semi-monthly cycle
Days to cover
7.0
At avg daily volume
Of shares outstanding
≈10.5%
Estimate — not % of float
All QXO filing & press-release reports (17)
- 8-K reportJul 23, 2026
- 8-K reportJul 9, 2026
- S-3ASR reportJul 1, 2026
- 8-K reportJun 30, 2026
- 8-K reportJun 29, 2026
- 8-K reportJun 17, 2026
- 8-K reportJun 12, 2026
- 8-K reportJun 4, 2026
- 8-K reportJun 2, 2026
- EFFECT reportJun 1, 2026
- 8-K reportMay 29, 2026
- 8-K reportApr 29, 2026
- 8-K reportApr 20, 2026
- DEFA14A reportMar 24, 2026
- 8-K reportMar 17, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026