B+
Bull case
20%
Probability
Target price
$23.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
QXO
QXOANYSE / Capital Goods
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
55%
Probability
Target price
$16.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$11.25
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-14
Recent news sentiment (30D)
-0.1
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+97.6
Score
AI commentary
The official earnings release is confirmed and the print was mixed: revenue and adjusted EBITDA were strong, but adjusted EPS missed the stored preview expectation and declined year over year. The packet does not provide a reliable post-release price comparison or post-print analyst revision set, and social coverage is absent. The company-specific evidence supports monitoring TopBuild integration and technology execution rather than a stronger directional thesis.
RankAlpha Sentiment Codex - 2026-08-14
Open post-earnings memoEvidence flagged
high-coverage report lacks a dated company-specific catalyst beyond generic cadence
Impact
tentative
Confidence
-
AI events
2026-07-01eventTopBuild acquisition completion and platform expansionMedium impact
QXO stated that the TopBuild acquisition was completed on July 1, 2026, making QXO the second-largest publicly traded building-products distributor in North America. Management linked the larger platform to technology upgrades, broader customer reach, and long-term financial growth ambitions. [#SEC-8K-2026-08-13]
2026-08-13eventMixed Q2 2026 earnings printMedium impact
QXO reported Q2 net sales of $3.246 billion and adjusted diluted EPS of $0.08. This was modestly above the stored Zacks revenue expectation of $3.21 billion but below its $0.09 EPS expectation; adjusted EBITDA rose to $272 million from $204 million year over year. [#SEC-8K-2026-08-13] [#PR-EARNINGS-2026-08-06]
2026-11-12catalystFirst post-TopBuild operating updateHigh impact
The next company operating update should provide the first clearer evidence of post-close TopBuild contribution, integration progress, technology investment costs, customer demand, and margin performance. This is a company-specific monitoring point, but no detailed guidance or milestone has been disclosed in the available evidence. [#SEC-8K-2026-08-13]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-14 • Updated nightlySource: Internal modelMethodology