Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market Challenges

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

09 Dec 25

Views

451

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-0.8%

7D

1.7%

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1Y

-0.8%

7D

1.7%

You can edit this narrative until Dec 10 1:10 AM. Then, changes will post as Updates.

Author's Valuation

US$275.142.2% overvalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Increased 1.18%

FDX: Cost Discipline And Network Efficiency Will Support Earnings Amid Freight And Tariff Risks

Analysts have nudged their blended price target for FedEx modestly higher, with implied fair value rising by about $3 to roughly $275 per share. They cite building cost cutting momentum, improving network efficiency, and potential upside from a gradually firmer macro backdrop despite lingering freight and tariff uncertainties.

Shared on 24 Nov 25

Fair value Increased 1.57%

FDX: Cost Discipline And Network Efficiency Will Offset Freight And Operational Risks

FedEx's analyst price target increased by approximately $4 to $271.93. Analysts cite improving cost discipline, incremental revenue growth, and continued focus on network efficiency as key drivers behind the upward revision.

Shared on 05 Nov 25

Fair value Increased 0.58%

FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight Uncertainty

FedEx's analyst price target has edged up slightly to $267.71 from $266.17, as analysts point to stabilizing freight markets and improved efficiency efforts. They also note ongoing cautious management messaging and mixed results in the freight segment.

Shared on 22 Oct 25

Fair value Decreased 0.083%

FedEx's analyst-derived fair value saw a slight decrease of $0.22 to $266.17 per share. Analysts cite ongoing freight market uncertainty, cautious management guidance, and mixed sentiment on operating leverage as key factors influencing their more conservative outlook.

Shared on 08 Oct 25

Fair value Increased 1.28%

FedEx's analyst fair value price target has been modestly increased from $263.04 to $266.39. Analysts cite stronger revenue growth expectations and signs of ongoing operational improvement, despite continued industry challenges.

Shared on 13 Sep 25

Fair value Decreased 0.46%

FedEx's consensus price target was slightly reduced to $263.04 due to weaker package volume growth, macroeconomic uncertainties, and a lack of full-year EPS guidance, though analysts remain optimistic about long-term margin expansion from cost-cutting initiatives. Analyst Commentary Softer package volume growth, especially in business-to-consumer and less-than-truckload segments, along with weaker industrial demand, are pressuring near-term results and leading to lowered earnings estimates.

Shared on 07 May 25

Fair value Decreased 4.86%

Shared on 30 Apr 25

Fair value Decreased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 9.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 20%

AnalystConsensusTarget has increased revenue growth from 3.0% to 3.8%, decreased discount rate from 8.5% to 7.7% and decreased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget Fair Value

US$275.14

2.2% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.89%

Logistics revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.86%

Calculation

US$5.30b

Earnings '28

x

14.80x

PE Ratio '28

=

US$78.46b

Market Cap '28

US$78.46b

Market Cap '28

/

221.86m

No. shares '28

=

US$353.67

Share Price '28

US$353.67 Share Price '28

Discounted to 2025 @ 8.87% p.a.

=

US$274.08

Fair Value '25