NYSE:FDX

FedEx (FDX)

331.00
+3.00 (0.91%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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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
BUY
Higher wages are a concerns and earnings missed although they beat top line numbers. A name that is the future of delivery. Home delivery and international delivery will be huge. 11% earnings growth trading at 10x. Could buy it here.
WEAK BUY
The thesis is pretty simple. Everyone is shopping online. The more demand on online shopping, more demand on its infrastructure and labour. It is capital intensive. It can offset some of the costs since revenue tailwinds look strong. However, not his preferred way to play e-com play.
TOP PICK
He sees growth ahead. They have huge opportunity to use technology to reduce costs, like using e-trucks and drone delivery. Yes, wages will be sticky, but this technology will offset those labour hikes. FDX trades around 11-12x earnings. Lots of runway ahead, because e-commerce volumes are exploding. Shares are currently discounted. (Analysts’ price target is $300.18)
TOP PICK
Most sophisticated global logistics company in the world. Trading at 6x cashflow. Staffing shortage due to Covid is a short-term problem. Best global integrated supply chain as an alternative to AMZN or UPS. Yield is 1.32%. (Analysts’ price target is $304.80)
COMMENT
It reports Tuesday. It has been hit with a ton of negative commentary. Will they say anything to give us a reason to buy? We'll see.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 22/20, Down 4.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FDX has triggered its stop at $260. We recommend covering the balance of the position at this time. Combined with the previous recommendation to cover half, this results in a net investment return of 5%.
COMMENT

They're in a fantastic position, but maybe they can't maintain their momentum. When UPS spoke recently, their shares got crushed. He thinks they can achieve rich profit margins and growth. They have the edge of UPS, though UPS' price is better.

DON'T BUY

Stay away from FedEx and UPS. Look at the rails instead, because they really don't face competition.

BUY
You can buy FedEx here. Trades at 20x PE and has a target of $360. They report June 24.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 22/20, Up 15.7%)Stockchase Research Editor: Michael O'Reilly FDX has achieved our objective of $315. To be disciplined we recommend covering 50% of the position and trailing up the stop from $220 to $260. This would all but guarantee a minimum investment return of 5% if triggered.
PAST TOP PICK
(A Top Pick May 12/20, Up 160%) It's riding the e-commerce boom but also will benefit from the reopening. It's the proxy for economic growth and he believes the US economy will boom this year. Fedex is doing well in air freight as well, given fewer airplanes in the air now. There's lots of growth in this company. They can cut costs in the future with drone deliveries and other technological uses.
PAST TOP PICK
(A Top Pick Feb 25/20, Up 94%) Had the potential to make $18, with revision of the multiple. He was right and it is now 15x earnings. Earnings of $3.47 were very solid, beating streets on the back of e-commerce. 100M packages by 2023. Things are happening quickly, and margins are rising quickly. They will make $18 this fiscal year (May 31, 2021) with 15-18% of growth next year. Will trade over $300 in the not too distant future. Still has opportunities.
DON'T BUY
Their ROE is about 4-15% and he likes it to be over 20%. Their free cash flow has a checkered history, such as back in 2017/18. They have a lot of expenses that are not within their control. This is just not a strong consistent brand compounder that he looks for.
PAST TOP PICK
(A Top Pick Feb 25/20, Up 79%) Good operators. Macro issues sorted themselves out. The valuation's moved up to fair value. Continues to be a good holding. E-commerce will drive organic growth.
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