NYSE:FDX
FedEx (FDX)
331.00
+3.00 (0.91%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
291 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 6, 2026, 12:00 amThis 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.
Consensus
Positive
Valuation
Undervalued
Similar
UPS,UPS
PAST TOP PICK
(A Top Pick Oct 19/21, Down 31%) June was all rosy. Investors were ambushed in September, and stock priced dropped. In normalized times, he feels they can move back to the low-mid $20s of earnings. Lots of opportunity here coming out of a recession. He'll be watching closely to see that management earns trust back.
Gordon ReidOwned
Transportation
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Premium contentPAST TOP PICK
BUY
Allan Tong’s Discover Picks Lately, the street has changed its tune on FedEx and has pushed shares up more than 15% over the past month vs. 8.7% for UPS. This isn't a knock against UPS. Rather, it's a sign that FedEx is snapping out of its slump and finally has momentum on its side. FedEx trades at 16.2x earnings, in-line with the industry, while it's dividend is 1.97% backed by a safe 20.76% payout ratio. There are 16 buys and five holds with a price target of $292.05, or 26.6% upside. Read 3 Options to Profit from Falling Crude Oil for our full analysis.
Transportation
TOP PICK
An activist investor is pushing them to be more diligent, and he likes the new management. He sees great opportunity here. Delivery for packages is growing exponentially. Drone delivery in the future will cut down labour costs. Also, they trade at only 10x earnings. Lots to like here. (Analysts’ price target is $295.65)
Gordon ReidOwned
Transportation
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly FDX is a global leader in global shipping and is well positioned to see a return to growth as supply chain issues become resolved. Its integration of it recent shipping acquisition is beginning to gain momentum. Recently reported earnings were inline with analyst expectations, but we like that it supports a 22% ROE and analysts see next year's earnings supporting a PEG ratio of under 1 -- meaning growth in earnings will be strong. We like that cash reserves are stable as they aggressively buy back shares and retire debt. The dividend is backed by a payout ratio of under 35% of cash flow. We recommend setting a stop loss at $195, looking to achieve $300 -- upside over 20%. Yield 1.89% (Analysts’ price target is $298.95)
Transportation
BUY
It's a rare and surprising bring spot in this market. Shares have surged 21% from its lows just a few weeks ago. After peaking nearly a year ago, FedEx became a total dog. Topped out at $305 in June 2021, then declined below $200 this past spring. It was rangebound around $190-200 caused by supply chain woes, higher labour costs and the great reopening means consumers moving away from e-commerce and package-delivery. Also, FDX faced very tough YOY comparisons at the height of e-commerce. But this month, FedEx delivered a great quarter last Thursday. Shares jumped from $201 to $240. Weak execution pre-Covid plagued FedEx and buying TNT Express of Europe was ill-fated; Trump's trade war didn't help; and reported failures during holiday seasons. Covid pushed FedEx to new all-time highs. Now, there's room to run.
Transportation
BUY
He added shares. It's always traded at a 50% discount to UPS and poorly managed. But now there's an activist tone to FedEx, which is good. With new management, there's opportunity to raise margins, reduce capex and take advantage of a big overall market sell-off.
Kevin O'LearyOwned
Transportation
TOP PICK
Pretty cheap now. Well-positioned for growth. It's the new go-to in the transportation sector. There's so much delivery of products these days. UPS has focussed more on profitability, while FedEx has focused more on growth and increasing revenue. FedEx will focus more on ground transportation margins. Their overnight business has done very well. Trades at 10x forward earnings and positioned well for growth in the wider economy. (Analysts’ price target is $293.78)
John ZechnerOwned
Transportation
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