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
TOP PICK
It was beaten down substantially earlier in the year. They have built a compelling infrastructure where 90% of the US population is within 5 miles of a Fedex facility. They are putting in price increases for the holiday which is positive since there will probably be a move away from retail store shopping. (Analysts’ price target is $284.92)
Zachary Curry Owned
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BUY
Whole sector has had a resurgence because of e-commerce. His first choice is FedEx because of international priority freight. A timely area.
Gordon ReidOwned
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BUY
FedEx reports on Tuesday and should deliver a strong upside, given that e-commerce is on fire. Tailwinds include a Christmas surcharge and overseas strength, including China. Has long liked this. United Parcel is also a buy.
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BUY ON WEAKNESS
He sold puts, but the risk happens when this broke out--and it really broke out. It appears to be righting its ship; the ship has turned. This will probably be cheaper and will see volatility between now and when it reports in September. If you buy now, you will see a decent return in a year or two.
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Premium contentBUY ON WEAKNESS
One of the world's largest air freight and logistics companies, FDX, is near 52 week highs, but would be a buy again if it shows a short term retracement. Q2 EPS of $2.53 crushed analyst estimates of $1.42. Capital invested into upgrading their infrastructure is starting to pay off. It has a nice dividend kicker to go with it and the payout ratio of under 55% of cashflow provides security to it being maintained. We would look for pullback towards $185 as a good entry point. Yield 1.3%
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BUY
Allan Tong’s Discover Picks FedEx has had a rocky few years. It struggled to integrate TNT Express, buying it in 2016 for US$4.4 billion in order to carve a bigger slice of the European delivery market away from UPS. Read FedEx Stock and Walmart Stock: Discover the U.S. Market Bellwethers for our full analysis.
Stockchase DiscoverOwned
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HOLD
Watching it. Has had a rough couple of years. Acquisition in Europe had issues. You'd think that Fedex would benefit from Covid, but it didn't because their focus is business to business. Starting to turn around. It's cheap, but has disappointed many times. E-commerce will continue to grow and should benefit Fedex. If you own it, continue to hold.
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Premium contentTOP PICK
Last year, investors shied away from this delivery giant as Amazon crept into this business. Then, the virus hit. FedEx not only endured the lockdown, but capitalized on the surge in e-commerce orders as people stayed home and bought more stuff online. In fact, consumers will likely continue buying online even as they gradually return to shopping in brick-and-mortar stores. FedEx released its quarterly on March 17 soon after the start of the lockdown and reported a 2.8% YOY sales increase for Q1. The day before that, the stock plunged to a low of $90.49. It has since bounced back over to trade near $140, rising 5% last Tuesday alone. FedEx is hanging onto its 2% dividend. Analysts are starting to like FedEx again.
Analyst Gordon Reid recently named it a top pick based on its solid $70 billion annual revenues. Also, its investments in e-cars, drones and other technology will ultimately save money and fatten the bottom line. John O'Connell agrees: FedEx troubles are behind them, and they are too big and dominant to go anywhere. The street warns of a upcoming shaky quarters, but many buyers are taking a long-term view.
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PAST TOP PICK
(A Top Pick May 13/19, Down 27%) He's disappointed, though many stocks are also down. He bought it when FedEx had already fallen 40% off highs. It seems like they've turned the corner with problems integrating DHL in Europe, and that big cyberattack from a few years ago is behind them. During the pandemic, FedEx is doing a major job and is a huge beneficiary of the lockdown (home deliveries). This is a good stock long-term. Yes, it's exposed to the broad, global economic slowdown, but that slowdown is mostly in restaurants, cinemas and entertainment, which doesn't effect FedEx much. Visa proves how huge online buying is, and someone needs to deliver those packages. With its dominance, FedEx can benefit.
John O'Connell, CFAOwned
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TOP PICK
Yes, they've had their issues, internal and external, like a European acquisition that got hit with a very costly cyber attack. But these problems are baked into the stock now. This company at $70 billion of revenues which are entrenched could easily double in stock price down the road. The company has lots of legs, because technology (e-cars, drone deliveries) can save lots of money and build efficiency. But be patient with this as they still have to prove themselves. (Analysts’ price target is $139.67)
Gordon ReidOwned
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BUY
He started adding under $100. He likes the positioning of the business in this environment. The next couple of quarters could be a little shaky. He likes it.
John ZechnerOwned
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PAST TOP PICK
(A Top Pick Feb 21/19, Down 38%) Earnings estimates will probably come down. Good, long-term value. Here, he'd be more of a buyer than a seller.
Greg NewmanOwned
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