NYSE:FDX
158.59
2.85
(1.83%)
FedEx Corporation is an American multinational courier delivery services company headquartered in Memphis, Tennessee.
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FedEx
FDX-N
Analysis and Opinions about FDX-N
Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 26, 2020
(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.
Show full opinionHide full opinion
(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.
COMMENT
TOP PICK
TOP PICK
May 12, 2020
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)
Show full opinionHide full opinionYes, 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)
BUY
BUY
April 13, 2020
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.
Show full opinionHide full opinionHe 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.
PAST TOP PICK
PAST TOP PICK
March 11, 2020
(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.
Show full opinionHide full opinion(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.
TOP PICK
TOP PICK
February 25, 2020
Consumers are demanding cheap, instant delivery. They have $70 billion of sales, 150,000 ground vehicles and 650 aircraft. They lead in this area. Sure, they compete with Amazon, but FedEx is able to grow over their ground delivery in the next 3-4 years by 100%. They will get out of the penalty and the market will reward them. (Analysts’ price target is $172.08)
Consumers are demanding cheap, instant delivery. They have $70 billion of sales, 150,000 ground vehicles and 650 aircraft. They lead in this area. Sure, they compete with Amazon, but FedEx is able to grow over their ground delivery in the next 3-4 years by 100%. They will get out of the penalty and the market will reward them. (Analysts’ price target is $172.08)
COMMENT
COMMENT
February 21, 2020
He likes the UPS name. There are really only two big players in the space, them and FedEx. He prefers FedEx and owns that one. The problem is that there is a growing need for capital to move towards same-day delivery. He thinks FedEx did a smart thing pushing back on Amazon pricing terms and they have reduced their exposure to them to only 1% of revenues.
He likes the UPS name. There are really only two big players in the space, them and FedEx. He prefers FedEx and owns that one. The problem is that there is a growing need for capital to move towards same-day delivery. He thinks FedEx did a smart thing pushing back on Amazon pricing terms and they have reduced their exposure to them to only 1% of revenues.
DON'T BUY
DON'T BUY
February 14, 2020
It keeps missing earnings. Based on expected earnings, it's very cheap. Value has underperformed growth with the highest differential since 19 years. The company cannot hit the earnings. They are facing competition from Amazon. Organic revenue growth is zero and the balance sheet is worsening.
It keeps missing earnings. Based on expected earnings, it's very cheap. Value has underperformed growth with the highest differential since 19 years. The company cannot hit the earnings. They are facing competition from Amazon. Organic revenue growth is zero and the balance sheet is worsening.
WATCH
WATCH
February 11, 2020
FedEx vs. UPS FedEx has more problems, namely absorbing a big European acquisition of TNT Express, but both are impacted by Amazon's move into overnight delivery and the trade war. He won't buy them, but prices are starting to look attractive. Wants to see a turnaround before buying either.
HOLD
HOLD
January 29, 2020
It's seen a perfect storm from internal and external factors: the US-China trade war, a costly cyberattack overseas, and Amazon competition. But there is enormous potential as overnight delivery grows and drone delivery and e-cars reduce labour costs. He sees a $12 EPS trough this year. On the upside, he sees $17-18 EPS on a 15x multiple as FedEx improves. FedEx is a force led by a tough CEO.
It's seen a perfect storm from internal and external factors: the US-China trade war, a costly cyberattack overseas, and Amazon competition. But there is enormous potential as overnight delivery grows and drone delivery and e-cars reduce labour costs. He sees a $12 EPS trough this year. On the upside, he sees $17-18 EPS on a 15x multiple as FedEx improves. FedEx is a force led by a tough CEO.
HOLD
HOLD
January 28, 2020
It has struggled as it competes more with Amazon, but what they do well is B2B (not B2C). Fedex is seeing a lot of change to build that infrastructure to fulfill B2C. If you are patient, there is enough asset quality in Fedex that they own around the world to make it worth holding. Be patient. Fedex will come around maybe in three years. Also own this with Cargojet or Amazon.
It has struggled as it competes more with Amazon, but what they do well is B2B (not B2C). Fedex is seeing a lot of change to build that infrastructure to fulfill B2C. If you are patient, there is enough asset quality in Fedex that they own around the world to make it worth holding. Be patient. Fedex will come around maybe in three years. Also own this with Cargojet or Amazon.
DON'T BUY
DON'T BUY
January 9, 2020
They have such a strong position that you wonder why they don't have a stronger position. It is the AMZN-Q situation. They are more of a value trap. People seem to prefer UPS.
COMMENT
COMMENT
December 23, 2019
You have to have a stop loss with it. You can always buy something back if you need to.
Show full opinionHide full opinionYou have to have a stop loss with it. You can always buy something back if you need to.
PAST TOP PICK
PAST TOP PICK
December 20, 2019
(A Top Pick Dec 19/18, Down 7%) They are in the penalty box by investors due to the trade war issues and an acquisition that became the victim of a cyber attack. E-commerce has created competition with Amazon. Will it become part of the next wave of e-commerce (including autonomous vehicles), he thinks so. He expects this will lead to a 15 times multiple pushing almost $300 in the future. You need patience, but should be a holding.
(A Top Pick Dec 19/18, Down 7%) They are in the penalty box by investors due to the trade war issues and an acquisition that became the victim of a cyber attack. E-commerce has created competition with Amazon. Will it become part of the next wave of e-commerce (including autonomous vehicles), he thinks so. He expects this will lead to a 15 times multiple pushing almost $300 in the future. You need patience, but should be a holding.
WAIT
WAIT
December 18, 2019
This is a good indicator of the economy as it represents the movement of goods to the consumer. Amazon has disrupted their part of the world as they have setup their own delivery service in the US. At some point it will be time to buy, but it is not now.
This is a good indicator of the economy as it represents the movement of goods to the consumer. Amazon has disrupted their part of the world as they have setup their own delivery service in the US. At some point it will be time to buy, but it is not now.
FedEx(FDX-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 14
Neutral - Hold Signals / Votes : 5
Bearish - Sell Signals / Votes : 11
Total Signals / Votes : 30
FedEx(FDX-N) Frequently Asked Questions
What is FedEx stock symbol?
FedEx is a American stock, trading under the symbol FDX-N on the New York Stock Exchange (FDX). It is usually referred to as NYSE:FDX or FDX-N
Is FedEx a buy or a sell?
In the last year, 30 stock analysts published opinions about FDX-N. 14 analysts recommended to BUY the stock. 11 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. Read the latest stock experts' ratings for FedEx.
Is FedEx a good investment or a top pick?
FedEx was recommended as a Top Pick by John O'Connell, CFA on 2020-05-26. Read the latest stock experts ratings for FedEx.
Why is FedEx stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is FedEx worth watching?
30 stock analysts on Stockchase covered FedEx In the last year. It is a trending stock that is worth watching.
What is FedEx stock price?
On 2020-07-10, FedEx (FDX-N) stock closed at a price of $158.59.
