NYSE:FDX

FedEx (FDX)

331.00
+3.00 (0.91%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
291 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

FedEx (FDX-N) has shown resilience amidst challenging market conditions, rallying significantly since last April despite recent volatility due to geopolitical tensions and oil price spikes. Analysts noted a robust earnings report with revenues and EPS exceeding expectations, bolstered by an efficient CEO who has focused on cost-cutting measures. FedEx's strategic move to spin off its freight business is anticipated to unlock additional value. While the B2B sector has faced some stagnation, growth in e-commerce and international shipping could provide a buffer against negative impacts from tariffs. Overall, experts express optimism about FedEx's ability to navigate economic challenges, pointing to a potentially favorable valuation with a PE ratio of 16x for 2027.

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Consensus
Positive
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Valuation
Undervalued
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Similar
UPS,UPS
DON'T BUY
He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
DON'T BUY
UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
DON'T BUY
They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
PAST TOP PICK
(A Top Pick Jan 11/18, Down 38%) Probably one of his worst pick to date. The stock got pummeled after they highlighted that the macro uncertainty and trade tension with China was problematic. Sold it.
DON'T BUY
Guidance totally shocked the street, and in this market if you do that, you're done. An amazing business, but everyone's worried about Amazon. Pullback was just a concern about a recession, which he doesn't see. So the stock has some rallying to go, but not one of his best ideas.
TOP PICK
It struggled as the concerns about China trade fell into the stock. Their mid-December results said that things were slowing in China. They have already been hit. It is discounting a big pain in China. It is a great company at a cheap price and the multiple has come down. He owns it for multiple correction. (Analysts’ price target is $227.21)
TOP PICK
It has come down such a long way yet is a good growth story. It trades at 10 times forward earnings. Everyone is worried about AMZN-Q coming in but he thinks it is overdone on the downside. (Analysts’ price target is $227.21)
TOP PICK
Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)
STRONG BUY
How important is the holiday season? Very. They compete against UPS. Great at execution. Shipping/transportation is now an e-commerce story including international and express deliveries. People expect things to arrive instantly now. FedEx boasts 150,000 trucks and 650 airplanes. Trade at 14x earnings, not expensive. they have pricing power. This is a jewel. He'd add to it.
WATCH
He was watching until recently. It has not been a winner this year. Their biggest cost is fuel, and oil went up. AMZN-Q is developing their own transportation infrastructure so competing with them. He is just going to watch it for now.
BUY ON WEAKNESS
His model price is $273.75. He would prefer to be a buyer near $209. He thinks there is better value elsewhere at the moment. (Analysts’ price target is $288)
BUY

Disappointed him when it recently fell 5% in one day. But he's not spooked and would even suggest buying it now with this pullback. It's also entering seasonality.

TOP PICK

Express and ground are 80% of their business and are doing exceptionally well in terms of growth prospects. They are expanding in advance of the holiday season. They are starting a pilot of 50 stores inside of Wal-Marts. Trades at 14 times forward earnings. (Analysts’ target: $288.15).

COMMENT

Is has the best part of the business. The cargo. The problem is that they have to reinvest so much in their infrastructure and they are never generating enough free cash flow. Everybody is concern about Amazon (AMZN-Q) building their own logistics. Benefiting from the growth in the US economy.

DON'T BUY

He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

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