XP jumps as analysts flag upside to targets ahead of May earnings date

XPXP

XP shares rose about 3% Tuesday as bullish analyst commentary highlighted upside to consensus targets and improving earnings expectations. Investors are positioning ahead of XP’s next earnings report, scheduled for May 19, 2026 (after market close).

1. What’s moving the stock

XP Inc. (XP) traded higher in Tuesday’s session, extending a recent rebound as investors focused on analyst price-target upside and improving earnings expectations. A new research note circulated highlighting that Wall Street targets still imply meaningful upside from recent prices, reinforcing the bid in the stock today. (zacks.com)

2. Analyst-target tailwinds

Recent analyst activity has been constructive, including a notable target increase earlier in April that reiterated a positive stance and pushed the price target higher. The accumulation of higher targets and optimistic framing around the shares is contributing to today’s move as traders lean into the positive revisions cycle. (sahmcapital.com)

3. Near-term catalyst: earnings on May 19

XP’s next scheduled earnings release is May 19, 2026 (after the close), which can amplify day-to-day sensitivity to estimate changes and bullish research notes as investors position into the print. Market participants often re-rate brokers and asset managers into earnings when revisions and sentiment turn positive. (tipranks.com)

4. Capital returns remain in the backdrop

Beyond analyst notes, XP still has an active share repurchase authorization running through November 18, 2026, which can provide incremental support to sentiment by signaling management confidence and potential demand for shares. While the buyback is not necessarily the sole driver of today’s move, it remains a supportive overlay as the stock trades higher. (nasdaq.com)