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
BUY ON WEAKNESS
For logistics exposure, look at Maersk, the biggest shipping company in the world. You can also look at FDX, CJT, or CHRW. Stocks have gone hyperbolic, and have now come back a bit. A lot of funds are selling out. Quality company, structural growth story. You make money when you buy, not when you sell. Buying on the pullback will lock in bigger gains. He owns other logistics plays, but would not be opposed to a position in FDX.
Transportation
BUY
A market bounce underway? Be cautious. Not all the market negatives are known. He predicts China will at some point still go after Taiwan. Russia does not have a big impact on the U.S. economy, but China does. Volkswagen has gotten cheap at 4-5x earnings and is a great buy. Similarly, FedEx at 10x earnings is a great buy. It's been bouncing off last week's earnings and he bought right after that report. Yes, stocks rise as interest rates do, but margins will be hit because of inflation and rising costs. It's a stockpicker's market.
Transportation
DON'T BUY
Longer-term 200-day MA trendline has been falling, and the share price is below that. Challenged by rising wages and labour market constraints. Struggling to improve ground express margins. Historical earnings growth of 6%. UPS has done much better with 14% growth, better technicals, better growth rate, better chart.
Transportation
DON'T BUY
Company is benefiting from supply chain issues.
Operations have been improving.
Ocean & air fright prices increasing which is good for company.
Does not own stock.
Jamie Murray No
Transportation
BUY
Continues to like it. Is economically sensitive, and he foresees continued economic expansion. A low-PE stock trading at a discount to the market. E-commerce deliveries are skyrocketing and work in their favour. They are controlling labour costs, base don their last report. Also, electrifying vehicles and drone deliveries will also control costs. UPS reported last week very positive results, which could bode well for FedEx when it reports later this quarter.
Gordon ReidOwned
Transportation
DON'T BUY
FDX vs. UPS The chart's long-term 200-day MA is starting to flatline and fall slightly, and the share price is still beneath it. Technically, doesn't look great. Challenged with severe labour market constraints and rising wages. Struggling to improve ground and express margins. UPS 5-year earnings growth is 12% a year, whereas FDX is around 6%. UPS has stronger technicals, with with 200-day MA moving higher and the share price above that. He'd choose UPS.
Transportation
DON'T BUY
Owns neither this nor UPS, but prefers UPS. Fedex struggles with rising labour costs. Over the past two quarters, Fedex has reduced guidance. She'd like them to meet their targets and to perform consistently. She has more faith in UPS' CEO, but she is not in this sector. The sector is expanding their business-to-consumer operations, but this is costly to build out.
Transportation
DON'T BUY
FDX vs. UPS Long-term 200-day MA is starting to dip, flatten out, and probably roll over. Trend lines and technicals don't look positive. Labour constraints and rising wages. Struggling to improve margins. UPS has done a lot better. FDX has grown 6% a year for 5 years, UPS 12% and he expects that momentum to continue. UPS is the better name until FDX can turn around.
Transportation
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