B+
Bull case
0%
Probability
Target price
$16.50
Analysis reference price unavailable
Analysis 2026-09-10 · RankAlpha Sentiment Codex
QXO
QXOCNYSE / Capital Goods
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
1%
Probability
Target price
$12.50
Analysis reference price unavailable
Analysis 2026-09-10 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$9.00
Analysis reference price unavailable
Analysis 2026-09-10 · 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 2026-09-10
Recent news sentiment (30D)
-0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+75.7
Score
AI commentary
News tone is mixed: the primary earnings release confirms substantial scale and EBITDA growth, but also ongoing losses and ambitious targets. Secondary coverage in the packet reported approximately 10% weekly share-price weakness after earnings and the TopBuild completion. Social, options, short-interest, and employee-sentiment coverage are unavailable, so confidence remains moderate and the setup is best treated as cautious monitoring.
RankAlpha Sentiment Codex - 2026-09-10
Open full AI memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-08-13eventQ2 2026 results and TopBuild integration resetMedium impact
QXO reported Q2 sales of $3.246 billion, adjusted EBITDA of $272 million, net loss of $55 million, and adjusted diluted EPS of $0.08. Management said the TopBuild acquisition was completed July 1 and reiterated targets to more than double EBITDA by 2030 and reach $50 billion of revenue within the decade. The scale progress is constructive, but losses and integration execution remain the key market debate [#SEC-8K-2026-08-13].
2026-12-31catalystPersistent losses and integration execution riskHigh impact
Six-month net loss was $282 million and adjusted diluted EPS was negative $0.02, while the company is undertaking large acquisitions and technology and integration investments. Failure to convert scale into sustainable earnings could keep pressure on the shares [#SEC-8K-2026-08-13].
2030-12-31catalystAcquisition integration and operating leverageHigh impact
Successful technology upgrades, integration of acquired businesses, and realization of management's EBITDA and revenue targets could support a longer-term re-rating. Evidence remains forward-looking and unproven, with no detailed operating milestone schedule in the packet [#SEC-8K-2026-08-13].
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-10 • Updated nightlySource: Internal modelMethodology