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Investor Insights

This summary was created by AI, based on 15 opinions in the last 12 months.

The reviews from different experts reveal a mixed sentiment towards FedEx's performance. While some experts express concerns about the company's ability to grow the business organically and its reliance on cost-cutting measures, others highlight the potential for a strong quarter and the company's resilience in the face of challenges. Overall, the reviews indicate a sense of uncertainty and caution regarding FedEx's future prospects.

Consensus
Mixed
Valuation
Fair Value
TOP PICK
FedEx

Typically cyclical, but two trucking companies have recently gone bankrupt. Reshoring will increase trucking, whether less-than-load or full load. Maryland bridge accident stopped a lot of ship traffic, so that should increase demand for rail and trucking at least temporarily. 

International business, which is growing faster than domestic. Likes management. Huge share buybacks. Guided to $17 EPS this year, he thinks can jump easily into $20s by next year. Best operator in the space worldwide. Not a huge valuation. Decent yield of 1.9%.

(Analysts’ price target is $309.61)
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WATCH
FedEx

They're cutting costs, not growing the business organically. Last quarter was really bad, so all they've done today is recover that loss. Give the new CEO some time to straighten out the cost base and then we'll see if things pick up. The stock isn't cheap; shorts are discounting the market but that's where it should be for this cyclical stock.

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DON'T BUY
FedEx
Shares rallying after report

Cost efficiency can only go so far. They aren't Meta which has Instagram and other levers of growth to pull. Yes, they've cut costs and introduced share buybacks, but after this you need to see organic growth.

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WEAK BUY
FedEx

Good company. Down from peak, bit of a bounce. Probably will keep pace with market, don't expect outperformance. Going to be part of the e-commerce economy. 

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BUY
FedEx

Was down an ugly 12% today after an earnings miss. Over-reaction? Earnings slightly missed. Adjusted operating income grew, though still came in a tad light. Saw 25.5% earnings growth YOY, but EPS still missed the street's estimate. The company cut their full-year forecast. The problems are rooted into their Express business, their largest, which saw revenues -6% YOY and operating income -49% YOY. FedEx ground is solid, and Freight continues to recover. In the US, some businesses moved from Express to the cheaper Ground service. Make sense. Also, there's less international air freight as competing rates have flatlined. Because oil prices are down this year, their fuel surcharges (and revenues) are lower. Also, they saw less business from the US Post Office than expected. Also, Wall St. priced in savings of the long-term Drive transformation plan too early. Yes, these problems are real, but are not enough to give up on FedEx. He believes the CEO who says that many of its problems are transitory (i.e. the post office deal ends next year and the shift to Ground sounds like a holiday season thing). Earnings took a hit, yes, but didn't evaporate as they would have a year ago. In fact, numbers are resilient and show how successful they've been in cutting costs. Costs are much better than in ages. Amazon: their parcel volume now surpasses FedEx and UPS, something that neither the CEO nor analysts mentioned. If Amazon keeps taking market share, then this will be a major problem for FedEx. Again, he feels FedEx's problems are temporary, and it trades under 14x PE. It could be in the penalty box for a quarter, but FedEx will get cheaper and shares fall lower.

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BUY
FedEx

Shares are up 10% in the past month. They report today. See what they say about their business in China, which accounts for a serious part of their business. He likes FedEx ahead of its quarter.

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BUY ON WEAKNESS
FedEx

It reports Tuesday. The new CEO has re-energized the company by cutting costs dramatically while revenues rise. He expects them to release a terrific quarter, but if there's any pullback, then buy. They're in a long-term refresh after showing choppy returns for a while. He likes this long-term and the e-commerce tailwind.

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BUY
FedEx
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

FDX is expected to grow the top-line in the mid-single digit range but EPS is expected to grow closer to the range of 20% over the next two years. The company would be sensitive to any economic slowdown that occurs but so far the US economy has remained resilient. At 12X forward earnings we think FDX looks fine. The last quarter was a solid beat on earnings (beating estimates by 22%) and the stock has done well this year. It produces strong cash flow ($9.6B annually) with decent conversion to free cash flow ($3.5B).
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BUY
FedEx

Run by a dynamite CEO. A definite buy.

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COMMENT
FedEx

They report Wednesday. He worries that even the best quarter won't send shares higher, and even decline, given high expectations. He expects a great quarter with beats. They took market share from UPS after fears of a UPS strike, but this seems like a one-time occurrence.

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COMMENT
FedEx

Are enjoying a good 2023 as they cut costs, but they are recapturing the losses of 2022. UPS is better for managing their balance sheet.

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PAST TOP PICK
FedEx
(A Top Pick Jul 12/22, Up 20%)

Exited, as he wasn't completely comfortable with management. Curveball from management last September made him lose confidence.

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TOP PICK
FedEx

Fedex connects people and possibilities through our worldwide portfolio of shipping, transportation, e-commerce and business services. we offer integrated business applications through our collaboratively managed operating companies — collectively delivering extraordinary service to our customers — using the expertise and reliability represented by the fedex brand. our people are the foundation of our success, and fedex has consistently ranked among the world’s most admired and trusted employers. we inspire our global workforce of more than 400,000 employees to remain absolutely, positively focused on safety, the highest ethical and professional standards, and the needs of their customers and communities. we owe our success as an industry leader to the more than 400,000 global team members who deliver exceptional customer service experiences day-in and day-out. want to be part of this dynamic team? check out our open positions located on the careers site on fedex.com: http://careers.va

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COMMENT
FedEx

Revenues missed, but EPS beat. Mixed. Shares are up 31% YTD and trades at 31x PE. Guidance wasn't great. An activist is focusing on continuing cost cuts and increasing productivity. He's still in this and evaluating this into the next quarter. It's been a winner for him but is considering taking some shares off the table.

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BUY
FedEx

They report Tuesday. He expects a solid report. Shares are up 36% YTD. The activist investor there is really focusing on efficiency and shareholder value. They raised the dividend 53% in the last quarter and had a strong investor day. He likes management and is confident they will successfully integrate their various businesses.

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Showing 1 to 15 of 275 entries

FedEx(FDX-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 9

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 10

Stockchase rating for FedEx is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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, 10 stock analysts published opinions about FDX-N. 9 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

10 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 2024-05-24, FedEx (FDX-N) stock closed at a price of $247.59.