QXO, Inc.
No SEC Form 4 filings for $QXO in the last 30 days.
MarketBeat says Hims & Hers (HIMS) missed Q1 revenue and EPS estimates and faces higher customer acquisition costs. It also cites insider selling and notes deals including Novo Nordisk distribution and a $1.15B Eucalyptus acquisition. For QXO, it highlights a widening Q1 net loss and high short interest. For KLA (KLAC), it links the decline to semiconductor/AI sell-off and cyclical capex concerns.
A roundup of Tuesday Wall Street analyst actions included Deutsche Bank upgrading Palantir to Buy and keeping a $200 target, and Wells Fargo initiating APi Group at Overweight with a $53 target. Other calls covered CoreWeave, Micron, Walmart, Nike, Apple, and SK Hynix, with multiple price targets and rating changes ahead of earnings for some names.
Spyglass Capital Management’s Q2 2026 investor letter for its Spyglass Growth Strategy said the strategy gained 24.63% in Q2, citing easing geopolitical tensions and a software rebound. The letter highlighted QXO, Inc. (NYSE:QXO) as a new position after it announced a $17 billion acquisition of TopBuild, financed with QXO stock and debt. QXO closed at $13.46 on July 30, 2026.
Over the past 7 days, alphai's AI scored 2 news stories mentioning QXO (QXO, Inc.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent QXO coverage spans financial news, mergers & acquisitions and market movers.
The stock is positioned for a squeeze or sharp mean reversion if losses stabilize, but fundamentals remain weak with consecutive quarterly losses.
Reinstatement can refresh coverage and influence expectations for execution post-M&A.
The article frames QXO’s TopBuild acquisition as a major catalyst that could drive volatility via leverage and integration risk, despite improving margins and growth tailwinds.
Analyst target cut tied to deal-multiple compression, but rating stays Overweight with deal-closure and stability catalysts.
Acquisition narrative is the only company-specific catalyst, but the text provides no deal terms or new post-announcement datapoints.
alphai scores every news story that mentions QXO with an AI model for sentiment and relevance, and aggregates insider trades from QXO, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
MarketBeat says Hims & Hers (HIMS) missed Q1 revenue and EPS estimates and faces higher customer acquisition costs. It also cites insider selling and notes deals including Novo Nordisk distribution and a $1.15B Eucalyptus acquisition. For QXO, it highlights a widening Q1 net loss and high short interest. For KLA (KLAC), it links the decline to semiconductor/AI sell-off and cyclical capex concerns.
7 min readA roundup of Tuesday Wall Street analyst actions included Deutsche Bank upgrading Palantir to Buy and keeping a $200 target, and Wells Fargo initiating APi Group at Overweight with a $53 target. Other calls covered CoreWeave, Micron, Walmart, Nike, Apple, and SK Hynix, with multiple price targets and rating changes ahead of earnings for some names.
6 min readSpyglass Capital Management’s Q2 2026 investor letter for its Spyglass Growth Strategy said the strategy gained 24.63% in Q2, citing easing geopolitical tensions and a software rebound. The letter highlighted QXO, Inc. (NYSE:QXO) as a new position after it announced a $17 billion acquisition of TopBuild, financed with QXO stock and debt. QXO closed at $13.46 on July 30, 2026.
6 min readKeyBanc kept an Overweight rating on QXO and cut its price target to $28 from $32 on July 1, citing lower market multiples after QXO shareholders approved its TopBuild acquisition. KeyBanc said deal arbitrage and a tough macro environment pressured shares, but deal closure and stability at Beacon are catalysts. QXO also said it closed the TopBuild deal and expects at least $300M annual synergies by 2030.
4 min readMar Vista U.S. Quality Strategy’s Q2 2026 investor letter reported a +12.71% net return, below the Russell 1000 (+15.14%) and S&P 500 (+15.20%). It discussed QXO, Inc. (NYSE:QXO), noting shares closed at $14.58 on July 9, 2026, and underperformed amid housing weakness and high rates. The letter cites QXO’s acquisition of TopBuild as strengthening long-term positioning.
3 min readQXO shares rose about 8% after QXO said preliminary TopBuild (BLD) merger election results were released. About 91% of TopBuild shares elected cash consideration. Under proration, each TopBuild share will receive ~$249.71 cash plus 10.211 QXO shares (final agent calculations). Election ended June 29; closing expected around July 1, 2026.
3 min readQXO, Inc. (QXO) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. EX-10.1 5 tm2618991d7_ex10-1.htm EXHIBIT 10.1 Exhibit 10.1 Execution Version INCREMENTAL ASSUMPTION AND AMENDMENT AGREEMENT NO. 2 Dated as of July 1, 2026 among QUEEN HOLDCO, LLC, as Holdings, QXO BUILDING PRODUCTS, INC., as Borrower, THE SUBSIDIARY LOAN PARTIES PARTY HERETO, THE
4 min readJim Cramer’s Wednesday watchlist cites lower stock futures and profit-taking. He highlights Meta’s reported plan to build a cloud business for AI compute, Micron’s expectation of more long-term supply deals, and Nike’s uninspiring quarter. He also notes upgrades for Salesforce/ServiceNow, a Goldman buy on FedEx Freight (PT $186), Citi raising Affirm PT to $115, QXO’s TopBuild acquisition, and U.S. export easing for Anthropic’s Claude models.
7 min readQXO, Inc. (QXO) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. false 0001236275 0001236275 2026-06-29 2026-06-29 0001236275 us-gaap:CommonStockMember 2026-06-29 2026-06-29 0001236275 QXO:DepositarySharesMember 2026-06-29 2026-06-29 iso4217:USD xbrli:shares iso4217:USD xbrli:shares UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington,
4 min readS&P Dow Jones Indices said Honeywell Aerospace Inc. will be added to the S&P 500 and S&P 100 on June 29, replacing Conagra Brands in the S&P 500 and Honeywell International in the S&P 100 after Honeywell International’s planned June 29 spin-off. Conagra will replace Grid Dynamics in the S&P SmallCap 600. National Health Investors will replace Apollo Commercial Real Estate Finance in the S&P SmallCap 600 on June 30. Toast will replace TopBuild in the S&P MidCap 400 on July 1, and IES Holdings wil
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