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Get what investors say about GXO next
2 investor calls on GXO in the last 90 days (2 bullish, 0 bearish). Follow GXO free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what GXO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about GXO
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-15 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | GXO is the largest pure-play warehousing company and is already deploying robots and humanoids in its… |
| 2026-09-29 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | AI beneficiary via warehouse/logistics implementation rather than AI developer spend; inventory cycle… |
| 2025-07-28 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | GXO Logistics is one of only two dominant warehousing automation companies in the US, positioning it to… |
Next report: 3 Nov 2026 after the close
Notable options days
Sessions in the last 120 where GXO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 19 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
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| 2026-05-27 |
GXO on the Wheel
GXO is not in our put test yet; you can still add it to your Wheel and see its puts.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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