QXO QXO, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:54
May 28
May 28
Buy QXO on peak rates.
QXO is a buy because interest rates have likely peaked with a new Fed chief, which will benefit the stock.
LOW
23:54
Apr 27
Apr 27
2XO winner with rate cut catalyst
2XO (Brad Jacobs) is a winner; acquisitions and eventual rate cuts should drive the stock from $20 to $30.
MED
16:51
Apr 20
Apr 20
QXO is aggressively consolidating homebuilding product distributors.
Brad Jacobs is aggressively consolidating the homebuilding products and insulation space through QXO, having just acquired TopBuild for $17 billion, and is well-funded to continue making both large and small acquisitions.
MED
10:50
Apr 20
Apr 20
QXO, led by Brad Jacobs, is acquiring TopBuild for $17 Billion. This massive acquisition signals aggressive execution of Jacobs' known roll-up strategy in the building products sector. Long QXO as it scales rapidly through major strategic acquisitions. No counter-arguments or risks were mentioned in the thread.
LOW
02:06
Apr 20
Apr 20
Buy QXO as Brad Jacobs executes a John Malone-style serial acquirer playbook — issuing 50x P/E paper to acquire assets at 22x, generating automatic accretion on close, with $300M in synergies by 2030 in a fragmented $800B building products market.
HIGH
17:55
Apr 19
Apr 19
Buy QXO as author discloses an active core holding, re-entered in February and at March lows; company has reached scale as the second-largest building products supplier in the U.S., supporting a long-term consolidation thesis.
MED
13:01
Apr 17
Apr 17
QXO consolidating building products with great leadership.
QXO, led by serial entrepreneur Brad Jacobs, is consolidating the fragmented building products market. Jacobs plans to increase EBITDA from $1 billion to $5 billion by 2029-30 by adding efficiency, technology, and taking pricing in the industry.
HIGH
20:13
Mar 09
Mar 09
Buy QXO alongside homebuilder theme; Brad Jacobs-led building supply roll-up benefited from oil-driven sector selloff creating an entry point in a quality compounder.
MED
00:56
Feb 27
Feb 27
A caller asked about "USO" but Cramer identified the company as "Brad Jacobs's company... roofing." (Brad Jacobs is the Chairman of QXO, a building products distribution company). Cramer's rule is simple: "I don't bet against Brad [Jacobs]." LONG. Cyclicality in the construction/roofing market.
About QXO Analyst Coverage
Buzzberg tracks QXO (QXO, Inc.) across 5 sources. 9 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (100%). 9 total trade ideas tracked. Latest voices: Jim Cramer, Liana Baker, r/stocks community.