Xerox Holdings Corp. (XRX)
NASDAQIndustrialsBusiness Equipment & SuppliesSnapshot 2026-10-29
$1.67-40.32%
Close 2026-10-29 · 1-day change
NASDAQIndustrialsBusiness Equipment & SuppliesSnapshot 2026-10-29
Research Workspace
Put XRX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve $450-$500 million adjusted operating income in 2026: Direct metric needs a verified mapping.
View ThesisRevenue growth is accelerating — up about 26% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 63% in its worst 12-month stretch.
View RiskXerox’s case depends on a turnaround, though revenue growth has reversed sharply. Revenue fell 4.7% year over year in Q3, despite an earnings beat. XRX trades at 0.0× sales versus a 1.5× peer median. Expectations look full because the market prices in more growth than our forecast. The specific risk is its 2026 adjusted operating income target, whose mapping needs verification. Our model puts the next-quarter miss probability near 46%. Peer multiples imply a price well below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. XRX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering XRX (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| XRX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Office Services & Supplies — fair value, gap to price, and forward P/E.
Compare the value case
Put XRX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Achieve $555-$605 million adjusted operating income in 2026
Forecast operating income falls below the 2026 target range, while dividend suspension signals financial pressure.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Activist changes may disrupt management's strategic focus.
Advances: Achieve revenue above $7.5 billion in 2026
Q2 beat and higher outlook support 2026 revenue delivery and improved execution.
Higher outlook supports revenue growth objectives.
Advances: Achieve revenue above $7.5 billion in 2026
Positive earnings signal potential revenue growth.
Advances: Reduce total debt outstanding by over $200 million
Pursuing a tariff refund could aid debt reduction, but timing and proceeds remain uncertain.
Advances: Achieve revenue above $7.5 billion in 2026
Reported $7.6 billion revenue forecast and higher synergies support key 2026 targets.
Advances: Achieve $555-$605 million adjusted operating income in 2026
Earnings beat despite a revenue miss supports profit delivery, while sales remain a concern.