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XPXP Inc.Hold6.1·$19.89-0.57%

XP (XP) Q2 2026 earnings — TrendMatrix coverage

BEAT+2.0% vs estimateEPS $2.67 vs $2.62 estVerdict Buy (Wait)Sell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$2.67
Estimate
$2.62
Surprise
+2.0%
Score at report (before → after)
5.95.9/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

XP (XP) beat the $2.62 estimate with diluted EPS of $2.67 — a modest 2.0% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.9/10) to Sell at 5.9/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates XP Hold at 6.1/10.

3 of the last 4 quarters beat the estimate; this quarter's +2.0% surprise compares with a +1.2% four-quarter average. Next scheduled report: 2026-11-16.

What supports the rating

  • V7 quality resilience bonus: +0.2 (Q=7.4 in RISK_OFF)
  • Sector modifier (Financial Services): +1.0

What argues against it

  • Analyst target reached - limited upside remaining
  • Leverage penalty (D/E 6.4): -1.5
  • Overbought (RSI 86)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$19.89
Price target
$20.31
Stop
$18.48
Upside to target
+2.1%
Reward-to-risk
0.1:1

The stock trades at 10.2× trailing but 8.4× forward earnings — consensus estimates already build in a substantial earnings recovery.

Risk check: RSI 86 — a level conventionally read as overbought; gains at these levels often lean on momentum.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Financial Services context

XP at TrendMatrix's latest read

For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.

Industry
Capital Markets
Market cap
$10.15B
P/E (fwd)
8.4
P/E (ttm)
10.2
52-week range
$14.80$23.13
Off 52-week high
14.0%
RSI (14)
86
Volume vs avg
0.49×
Score today
6.1/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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