XP

XP Inc. has just seen a sharp share price reset, and the question now is whether the current market value lines up with the returns it earns on its capital.

XP Inc. (NASDAQ:XP) saw its share price climb by 49.86 percent week-on-week—topping the US market gainers—as investors cheered Senator Flavio Bolsonaro’s unexpected win in the first round of general elections in Brazil.

The latest XP model update lifts fair value from US$23.17 to US$25.58, a move that aligns with several higher analyst price targets, including JPMorgan’s shift from US$26 to US$38.

XP Inc.A (XP) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

XP stock jumped more than 30% to $29 on heavy volume yesterday with no obvious news. The valuation still looks reasonable at 11.9x 2027 earnings. If you’re looking for a 3-5 year hold in mind, XP is a long-term buy.

A little fiscal conservatism might ease double-digit interest rates.

XP is Thursday's IBD Stock Of The Day as Brazil's leading provider of low-fee financial services stands to benefit from Wednesday's rate cut by the central bank even as the Federal Reserve hiked its key rate.

XP Inc (XP) reports 8% revenue growth to BRL5.1 billion, with corporate segment surging 117% and ROE improving to 22.5% despite challenging market conditions.

The mean of analysts' price targets for XP Inc.A (XP) points to a 39.2% upside in the stock.

After a difficult run for shareholders over the past five years, XP now screens as cheap on both its intrinsic value estimate and market multiples. This puts fresh attention on whether the current share price reflects the underlying business.

XP (XP) is back in focus after its second quarter 2026 earnings release. The company reported year on year increases in revenue, net income and diluted earnings per share, alongside recent share repurchase activity. See our latest analysis for XP.

XP Inc. reported past second-quarter 2026 results with revenue of R$4.85 billion, net income of R$1.38 billion and diluted EPS of R$2.67, all modestly higher than a year earlier.