$XP

XP Inc.

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XP (XP) Is Up 6.8% After Q2 2026 Earnings Beat With Revenue And EPS Both Rising

XP Inc. reported Q2 2026 results with revenue of R$4,849 million, net income of R$1,384 million, and EPS of R$2.67, all up year-over-year. The company is executing share buybacks and faces competition and fee pressure risks. Analysts' 2029 revenue and earnings estimates range from R$24.5B to R$25.8B and R$7.1B to R$7.2B, respectively.

This Deere Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday - Deere (NYSE:DE), XP (NASDAQ:XP)

Baird upgraded Deere (NYSE:DE) to Outperform, raising its price target to $800 from $640. Itau BBA upgraded XP Inc. (NASDAQ:XP) to Outperform with a $22 target. Baird also upgraded AGCO (NYSE:AGCO) to Outperform, lifting its target to $150 from $120. Argus upgraded Abercrombie & Fitch (NYSE:ANF) to Buy with a $162 target. UBS upgraded Kaiser Aluminum (NASDAQ:KALU) to Buy, raising its target to $184 from $179.

Here Are Monday’s Top Wall Street Analyst Research Calls: AGCO Corporation, Deere & Co., Edison International, Lumentum Holdings, PG&E, Sempra Energy, STAG Industrial, Ticketplus, and More

Wall Street analysts made several calls: Baird upgraded AGCO to $150 and Deere to $800, while Mizuho downgraded Edison International and Sempra Energy. Evercore ISI initiated Lumentum at Outperform with a $1,100 target, and Roth Capital started Ticketplus at Buy with a $14 target. Markets closed lower Friday due to Fed rate-hike concerns, with Treasury yields rising and major indices down.

XP sentiment & insider activity

Over the past 7 days, alphai's AI scored 3 news stories mentioning XP (XP Inc.). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.

Recent XP coverage spans earnings, financial news and market movers.

What's driving XP

alphai scores every news story that mentions XP with an AI model for sentiment and relevance, and aggregates insider trades from XP Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $XP

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$DEMed

This Deere Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday - Deere (NYSE:DE), XP (NASDAQ:XP)

Baird upgraded Deere (NYSE:DE) to Outperform, raising its price target to $800 from $640. Itau BBA upgraded XP Inc. (NASDAQ:XP) to Outperform with a $22 target. Baird also upgraded AGCO (NYSE:AGCO) to Outperform, lifting its target to $150 from $120. Argus upgraded Abercrombie & Fitch (NYSE:ANF) to Buy with a $162 target. UBS upgraded Kaiser Aluminum (NASDAQ:KALU) to Buy, raising its target to $184 from $179.

$AGCOLow

Here Are Monday’s Top Wall Street Analyst Research Calls: AGCO Corporation, Deere & Co., Edison International, Lumentum Holdings, PG&E, Sempra Energy, STAG Industrial, Ticketplus, and More

Wall Street analysts made several calls: Baird upgraded AGCO to $150 and Deere to $800, while Mizuho downgraded Edison International and Sempra Energy. Evercore ISI initiated Lumentum at Outperform with a $1,100 target, and Roth Capital started Ticketplus at Buy with a $14 target. Markets closed lower Friday due to Fed rate-hike concerns, with Treasury yields rising and major indices down.

$XPHighAI 8/10

XP (XP) Q2 2026 Earnings Call Transcript

XP reported Q2 2026 earnings, targeting double-digit growth for the year. Total client assets reached $2.2 trillion, up 17% YoY. Net new money was $28 billion, meeting soft targets. Retail revenue grew 8% YoY to BRL 3.9 billion. The company aims to be Brazil's investment leader by 2033, focusing on personalized financial services and expanding its ecosystem.

$XPMed

Why XP (XP) Is Up 6.3% After Strong Q2 Results And U.S. Banking Ambitions

XP Inc. reported Q2 2026 revenue of R$4.85 billion and net income of R$1.38 billion, completing share repurchases worth R$1.21 billion. Management is considering a U.S. banking operation, which could reshape its business. The company projects R$25.8 billion revenue and R$7.1 billion earnings by 2029, a 38% upside from current prices. Analysts remain cautious about fee compression and rising costs.

XP Inc. (XP) Beat Estimates. Is a U.S. Banking Operation Growth or Distraction?

XP Inc. (XP) reported managerial net revenue of R$4.884 billion, up 9% and slightly above estimates. Adjusted net income rose 5% to R$1.384 billion, and adjusted diluted EPS increased 9% to R$2.67. Shares fell 1% after hours. CEO Thiago Maffra discussed potential U.S. banking operations, though no decision has been made. Domestic client assets grew 12% to R$1.535 trillion. Retail revenue increased 8%, while wholesale revenue rose 32%. Active clients decreased 0.4% to 4.772 million. The company c

$XPMedAI 8/10

XP Q2 Earnings Call Highlights

XP Inc. reported Q2 combined client assets of BRL 2.2T, up 17% YoY. Retail net new money was BRL 20B, meeting targets. Active clients and advisors grew 1% YoY. Retail revenue rose 8% YoY to BRL 3.9B. Wholesale banking revenue increased 32% YoY. The company plans to expand small business offerings and expects capital distributions to exceed 50% of earnings.

$MRVLMed

Stocks Mixed on Strength in Chipmakers vs Weakness in Software Companies

US stocks are mixed, with chipmakers and AI-infrastructure stocks rising, while software companies decline. Treasury Secretary Bessent announced upcoming economic measures against Iran. S&P 500 is tracking for 32% Q2 earnings growth, with 85% of companies beating estimates. Marvell (MRVL) and Sandisk (SNDK) lead gains, while Datadog (DDOG) and Salesforce (CRM) lead losses. Astera Labs (ALAB) and Onto Innovation (ONTO) received upgrades, while EyePoint (EYPT) plunged after a failed trial.

$XPMedAI 8/10

XP Inc. Q2 2026 Earnings: Revenue Beats at R$5.06 Billion

XP Inc. reported Q2 2026 adjusted diluted EPS of R$2.67, up 9% YoY, on gross revenue of R$5.06 billion, up 8% YoY. Results beat consensus, but XP shares fell 0.76% on Aug. 17 and 1.15% pre-market Aug. 18. Fixed-income revenue declined 16% YoY amid product-mix and mark-to-market pressure.

$XPLow

XP Inc eyes US banking license as next business step

XP Inc, according to CEO Thiago Maffra, is considering expanding into US banking by seeking a US banking license or buying an existing financial institution. Maffra said the company is nearing a decision but has not finalized a path. The move could affect XP’s growth strategy as investors watch upcoming Fed minutes and retail earnings.

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