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Published
01 Jun 25
Updated
16 Apr 26
Views
89
Not Invested
FedExFDX
FDX logo
Fair Value
US$479
Share price16 Apr
US$309.1935.5% undervalued intrinsic discount
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1Y37.00%
7D-2.32%

E-commerce And Urbanization Will Drive Integrated Logistics Services

AN
AnalystHighTarget
AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
01 Jun 25
Updated
16 Apr 26
Views
89
Not Invested
Fair ValueUS$479
Share priceUS$309.19
35.5% undervalued intrinsic discount
Narrative
Updates3

Shared on 16 Apr 26

Fair value Increased 31%

FDX: Freight Spin Off And Cost Actions Will Support Long Term Earnings

FedEx's analyst fair value estimate has been revised to $479 from $365. Analysts point to updated assumptions for revenue growth, profit margins, and future P/E as key drivers behind the higher price target range seen across recent research.
Read more
16 viewsusers have viewed this narrative update

Shared on 03 Feb 26

Fair value Increased 1.39%

FDX: Cost Actions And Network Modernization Will Support Balanced Long Term Earnings Potential

Analysts have raised their FedEx fair value estimate to $365 from $360, reflecting updated views on revenue growth potential, a slightly lower discount rate, and a modestly higher future P/E assumption, while profit margin expectations remain broadly unchanged. Analyst Commentary Recent Street research on FedEx is mixed, but there is a clear pocket of optimism from bullish analysts who have raised price targets and issued upgrades.
Read more
14 viewsusers have viewed this narrative update

Shared on 23 Dec 25

Fair value Increased 5.93%

FDX: Cost Cuts And Network Optimization Will Drive Multiyear Earnings Upside

Analysts have lifted their FedEx price target by about $20 to roughly $360, reflecting growing conviction that accelerating revenue growth and improving cost efficiency can more than offset near term margin pressure and mixed views on the freight segment. Analyst Commentary Bullish analysts point to a stronger execution backdrop at FedEx, arguing that ongoing cost reductions and network optimization are beginning to translate into structurally higher margins over the medium term.
Read more
18 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$479
vs US$309.1935.5% undervalued intrinsic discount
PastFuture-350m110b2015201820212024202620272029Revenue US$109.5bEarnings US$7.0b
6%
Revenue growth
6.4%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on FedEx

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  • Narrative and analyst updates
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Company analysis

Excellent balance sheet established dividend payer.

Market capUS$74.3b
PB2.3x
Estimated Growth1.8%
Dividend Yield1.8%
Full analysis

CEO & management

Rajesh Subramaniam
CEO
2.3yrs
CEO Tenure

Provides transportation, e-commerce, and business services in the United States and internationally.

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