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
PARTIAL BUY

Pretty good valuation here but is currently flirting with the 200 day moving average. He’d like to see it flatten out a little bit. Valuation is good, so perhaps you buy a half position and watch it.

BUY

The transports are the US economy. Good one to own.

DON'T BUY

Turning into a serial disappointer. Just can’t seem to get a lot of traction. Part of it is that they are really a proxy for the economy, which has been struggling. Has some real good potential and a lot of it is built on the new economy of the practice of buying online.

WAIT

This is a proxy for the world market and the economy and things are certainly not stable. Long-term this is a great company that has been a frustrating hold for some time. If you wait for a correction in the market you will be able to buy at a lower price.

BUY

Just announced some cost reductions with more details coming out in October. Pretty decent company. Decent multiple at about 14X this year’s earnings and 12X next year’s. Seeing the US economy slowly starting to pick up should bode well.

BUY
More and more of our economy is about online purchases and moving those purchases quickly and efficiently in a cost effective way. This company is right in the middle of that.
HOLD
A barometer of the economy and it hasn't done much over the last 4 or 5 years. Earnings are not much different than they were 5 years ago. If you are looking for a catalyst for a company like this, it is probably e-commerce and purchasing more from Internet sites. Opportunity for volume growth is definitely there. Well-managed.
DON'T BUY
Ranks in the middle of his model on industrial space. Can they pass on the rising energy costs? Prefers others in the industrial space. Missed earnings in the last quarter.
COMMENT
Very profitable company with a strong franchise. Global distribution network is very hard for competition to replicate. Highly cyclical and depends on the level of shipments, which is dependent on the economy.
BUY
FedEx (FEX-N) and United Parcel Service (UPS-N) are both viewed as barometers for the general economy. He prefers FedEx of the two. Gross margins and expense ratios indicate they are better run company.
DON'T BUY
PE multiple is way too high. Any time the consumer falls back, Fedex will have a problem. 15 times or less would make it a buy.
BUY
If you buy this, you are buying the US economy. Have as good an outlook on the economy as the treasury. CEO was signalling that he is seeing more of the bottom of the market.
COMMENT
Just raised their earnings estimate from $.95 to $1.25 based solely on jet fuel prices.
BUY
This is really a proxy for the US economy. Good value here. Longer-term fundamentals are very good. Growing at about 15% a year. Trading at 13X earnings. Have been able to pass on fuel surcharges. Have an operation in China, which has huge potential.
DON'T BUY
His model price is $101, a 6% negative differential.
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