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TickerTalks›$XRX
XRXRX

Xerox Holdings Corporation

Buzzing onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$XRX·$449M·Business Equipment & Supplies·Industrials
$3.43+8.2%YTD+33.3%1Y-7.3%
Price updated 2d ago·X counts updated 55m ago
XRXRX
$XRXXerox Holdings Corporation
$3.43+8.20%114 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $XRX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

114X posts · last 7 days
Aug 30Sep 12
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $XRX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 75% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-13

Xerox sentiment is bullish after activist Starteepo filed a 13D and sent a letter urging the Board to review a Xerox Financial Services (XFS) unit sale, estimating XFS alone could be worth roughly $7.69 per share, more than double the current price. Starteepo raised its stake from 8.8M to 9.58M shares.

Read what X is saying about $XRX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $XRX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-12

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Xerox microcap with activist pressure to unlock XFS value — real 22% Q2 growth, low-multiple turnaround coiled.

Xerox Holdings is the workplace-technology franchise pivoting away from legacy print into managed services and digital-workflow platforms. The stock is up 33% year to date and coiled with real activist pressure from Starteepo to unlock Xerox Financial Services (XFS) value.

  • The mechanics say genuine turnaround underway: revenue grew 22% year over year with 47% gross margin (unusually high due to timing), operating margin was 1.6%, and Q2 delivered a 398% EPS surprise ($0.36 vs -$0.10 est) — the FCF yield of 68.6% shows real cash generation, and the P/E is 3x forward once losses normalize.
  • The setup has real value-unlock catalysts: Starteepo issued a public letter and presentation to the Xerox board calling for XFS spinoff or sale, precedent transactions suggest significant upside if right strategy executes, and the $2.92-$3.20 floor thesis has held — activist-plus-value setup is the classic multi-quarter coiled trade.

Oct 29 earnings needs firm response to activist plus cleaner print-decline offset commentary — either restarts the setup; another wide EPS miss on the underlying print business is the invalidation from these levels.

Agrees with X sentimentThe bullish X read on Starteepo's activist pressure to unlock XFS value, the $2.92-$3.20 floor thesis, and the precedent-transaction upside framing aligns with real activist-plus-turnaround mechanics — 22% revenue growth and 68% FCF yield are legitimate turnaround signals. The 'same old, different cycle' skepticism is fair but doesn't override the specific catalyst.

What to watch: Oct 29 earnings — firm response to Starteepo's activist proposal plus cleaner print-decline offset commentary restarts the setup; another wide EPS miss on the underlying print business invalidates.

On the calendar: 2026-10-29 — Q3 earnings

microcapactivist target

Read the AI verdict on $XRX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Printing and document management technology company providing workplace printers, IT services, and digital workflow solutions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Business Equipment & Supplies sits in its cycle right now — and what that implies for $XRX.

Business Equipment & Supplies · Industrials

Secular print-volume decline from digital workflows continues as the structural driver; activist investor STARTEEPO's public letter calling for board action at Xerox is the week's catalyst, adding an event-driven overhang to an industry in structural contraction. XLI +12.8% T12M reflects industrial peers, not this cohort's declining print economics.

What this means for $XRX

Headwind — Xerox's printing and document management revenue declines structurally as hybrid work and digital workflows shrink enterprise print volumes; activist pressure (STARTEEPO Sep 11 letter) creates event-driven catalyst potential but also signals management credibility risk.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+12.1%YTD
+12.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
68.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-161%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
7.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.36$-0.12+398.0%
Q1 2026Apr 30, 2026$-0.43$-0.20-115.0%
Q4 2025Jan 29, 2026$-0.10$0.15-166.7%
Q3 2025Oct 30, 2025$0.20$0.04+400.0%
Next earningsThu, Oct 29·consensus EPS $-0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.9B+22.0%113%1.6%$0.08$37.0M
Q1 FY26$1.8B+26.7%28.1%1.4%$-0.85$-165.0M
Q4 FY25$2.0B+25.7%26.8%2.0%$-0.59$310.0M
Q3 FY25$2.0B+28.3%21.2%-6.9%$-6.02$131.0M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.6B$7.6B – $7.6B$0.14$0.14 – $0.153
FY27$7.5B$7.5B – $7.5B$0.43-$60.84 – $31.293
FY28$7.4B$7.3B – $7.4B$0.63$0.63 – $0.633

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+38.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 119.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 21 other (9 exempts · 8 awards · 4 inkinds) in window

See when $XRX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentSep 8SC 13D/A
AI summary

STARTEEPO SICAV a.s. (Czech Republic) filed Amendment No. 3 to its SC 13D/A on Xerox Holdings Corp (XRX), reflecting a continued update to a European institutional ownership position. Specific current share counts and changes are in the full filing.

SC 13D/AActivist amendmentJul 13SC 13D/A
AI summary

Row 13: Based on 130,779,611 shares of Common Stock outstanding as of April 30, 2 filed an amended SC 13D/A on 2026-07-13 disclosing a 5%+ beneficial ownership stake in XRX (XRX) representing 5.58 % of outstanding shares (130,779,611 shares). The reported intent is passive investment. This amendment updates a prior position — watch for changes in share count or intent. The disclosure could presage further accumulation, board engagement, or a takeover bid depending on intent.

8-KOfficer or director changeJul 28-K — Item 5.02: Officer or director change
AI summary

XRX (XRX) disclosed a leadership departure of Participants in the Retention Plan may include executive in an 8-K filed on 2026-07-02. On June 29, 2026, the Compensation and Human Capital Committee (the “Committee”) of the Board of Directors (the “Board”) of Xerox Holdings Corporation (“ This is largely an administrative personnel disclosure with limited direct financial impact.

SC 13D/AActivist amendmentJun 3SC 13D/A
AI summary

Row 13: Based on 130,779,611 shares of Common Stock outstanding as of April 30, 2 filed an amended SC 13D/A on 2026-06-03 disclosing a 5%+ beneficial ownership stake in XRX (XRX) representing 4.97 % of outstanding shares (130,779,611 shares). The reported intent is passive investment. This amendment updates a prior position — watch for changes in share count or intent. The disclosure could presage further accumulation, board engagement, or a takeover bid depending on intent.

8-KOfficer or director changeMay 278-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
SC 13DActivist position (5%+)May 14SC 13D
SC 13DActivist position (5%+)Apr 8SC 13D
SC 13DActivist position (5%+)Apr 8SC 13D
+ 14 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 3s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Xerox Holdings Corporation (XRX) is a Top Momentum Stock for the Long-Termzacks.com·3d agoXerox Holdings Corporation (XRX) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·4d agoSTARTEEPO Issues Letter and Presentation to the Board of Xerox Calling for Action to Unlock Shareholder Valuebusinesswire.com·6d agoHere's Why Investors Must Hold XRX Stock in Their Portfolios Nowzacks.com·19d agoIs Xerox Stock Worth Buying as Cost Savings Clash With Print Decline?zacks.com·24d ago
Voices on X · top 7 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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