XPO stock reaffirmed at Buy by StoneX on strong LTL trends

StoneX lowered its price target on Winnebago (WGO) to $36 from $40, maintaining a Buy rating. The stock trades at $26.83 with a 5.62% dividend yield. Winnebago issued fiscal 2027 guidance for sales of $2.65B-$2.80B and adjusted EPS of $1.65-$2.25, with midpoints above consensus. The company reduced 2026 RV shipment expectations and guided 2027 shipments to 265,000-295,000 units. The stock rose 10.5% on Monday following earnings and guidance.

StoneX reiterated a Buy rating on MaxLinear (MXL) with a $125 price target ahead of its October 22 earnings report. The firm expects Q3 revenue of $215M-$220M, matching consensus. MXL shares are down 20% in a week but up 320% year-to-date. S&P upgraded its outlook to positive, citing strong infrastructure revenue growth. Analysts highlight MXL's potential in the optical market.

StoneX reduced its price target for Equity Bancshares (EQBK) to $58 from $59, citing net interest margin expectations. The firm raised its fiscal 2026 EPS forecast to $5.18 but lowered the 2027 estimate to $5.27. EQBK's stock trades at a P/E ratio of 10.58, and analysts expect net income growth. The company recently reported Q3 earnings beating estimates, with EPS of $1.40 vs. $1.29 expected, but revenue missed slightly.

StoneX initiated coverage of ON Semiconductor (ON) with a Buy rating, citing potential benefits from semiconductor demand recovery and growth in automotive and AI data center power systems. The stock is down 3% in premarket trading.

Onsemi (ON) guided Q3 revenue between $1.65B and $1.75B, up from $1.6B in Q2. StoneX initiated coverage with a bullish outlook, suggesting nearly 50% upside. Retail sentiment on Stocktwits is 'extremely bearish,' despite a 29% year-to-date rally for ON shares, compared to a 65% rise in the iShares Semiconductor ETF (SOXX).

StoneX maintained a Buy rating on Domino's Pizza (DPZ) with a $400 price target, implying a 35.1% upside from the Oct 13 close. The firm cited strong traffic growth drivers and attractive valuation relative to historical ranges. Recent analyst price targets for DPZ range from $320 to $425.