Does QXO (QXO) Have the Potential for Expansion?

3 days ago 2

Soumya Eswaran

Thu, November 13, 2025 astatine 7:03 AM CST 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Mid Cap Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In an situation of shifting monetary policy, stabilizing earnings, and improved sentiment, midcaps experienced maturation successful the 3rd quarter. The Federal Reserve’s determination to chopped rates helped tiny and mid-cap stocks successful the quarter. Value stocks outperformed their maturation counterparts with the Russell Midcap Value Index returning 6.2% compared to the Russell Midcap Growth’s 2.8% return. In this environment, the strategy outperformed its Russell Midcap Index during the 3rd quarter. Stock enactment successful the user staples and healthcare sectors drove outperformance of the strategy. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, ClearBridge Mid Cap Strategy highlighted stocks specified arsenic QXO, Inc. (NYSE:QXO). QXO, Inc. (NYSE:QXO) is simply a roofing, waterproofing, and different gathering products distributor. The one-month instrumentality of QXO, Inc. (NYSE:QXO) was -0.74%, and its shares gained 23.37% of their worth implicit the past 52 weeks. On November 12, 2025, QXO, Inc. (NYSE:QXO) banal closed astatine $18.79 per share, with a marketplace capitalization of $12.672 billion.

ClearBridge Mid Cap Strategy stated the pursuing regarding QXO, Inc. (NYSE:QXO) successful its 3rd 4th 2025 capitalist letter:

"We added a caller presumption successful QXO, Inc. (NYSE:QXO), a recently formed gathering materials organisation level successful the industrials assemblage led by Brad Jacobs. We person a agelong past with Jacobs, an enforcement with a beardown way grounds of gathering and scaling businesses specified arsenic XPO and United Rentals. The institution is pursuing a strategy of consolidating the fragmented gathering materials manufacture by acquiring mid-size distributors and applying precocious technology, logistics and pricing systems to amended ratio and profitability. We spot the imaginable for the institution to germinate into a scaled person with meaningful borderline enlargement opportunities."

QXO, Inc. (NYSE:QXO) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 65 hedge money portfolios held QXO, Inc. (NYSE:QXO) astatine the extremity of the 2nd quarter, up from 36 successful the erstwhile quarter. While we admit the imaginable of QXO, Inc. (NYSE:QXO) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.