FedEx Shares Slip After Fiscal Q4 Earnings: ETFs in Focus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2025
0mins
Should l Buy FDX?
Source: NASDAQ.COM
FedEx Earnings Report: FedEx reported strong fourth-quarter fiscal 2025 results, exceeding earnings and revenue estimates, but provided a cautious outlook that led to a more than 5% drop in shares after market close. The company achieved its $4 billion cost-cutting goal and plans to cut an additional $1 billion in the upcoming fiscal year.
Impact on ETFs: The disappointing outlook from FedEx is expected to affect several ETFs with significant allocations to the company, including ProShares Supply Chain Logistics ETF, iShares U.S. Transportation ETF, First Trust Nasdaq Transportation ETF, and Pacer Industrials and Logistics ETF, which all have varying degrees of exposure to FedEx's performance.
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Analyst Views on FDX
Wall Street analysts forecast FDX stock price to fall
20 Analyst Rating
13 Buy
6 Hold
1 Sell
Moderate Buy
Current: 369.460
Low
210.00
Averages
315.05
High
365.00
Current: 369.460
Low
210.00
Averages
315.05
High
365.00
About FDX
FedEx Corporation provides customers and businesses with a portfolio of transportation, e-commerce, and business services. The Company offers integrated business solutions utilizing its flexible and efficient global network. Its segments include Federal Express, FedEx Freight, and Corporate, other, and eliminations. Federal Express segment includes express transportation, small-package ground delivery, and freight transportation, and it also operates combined sales, marketing, administrative, and information-technology functions in shared service operations for United States customers. FedEx Freight segment includes FedEx Freight (LTL freight transportation) and FedEx Custom Critical (time-critical transportation). Corporate, other, and elimination segments include FedEx Dataworks, Inc. (FedEx Dataworks), FedEx Office and Print Services, Inc. (FedEx Office), and FedEx Logistics, Inc. (FedEx Logistics). FedEx Logistics offers customs brokerage, specialty transportation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surge in Capital Expenditures: Tech giants like Amazon and Google have significantly raised their capital expenditure outlooks, with Amazon projecting spending to reach $200 billion, far exceeding the $147 billion consensus, which could impact stock performance and investor confidence.
- Intensified Market Competition: The rapid advancement of AI technology raises questions about the value of enterprise software, leading investors to adopt a pessimistic view on the future of traditional software companies, especially in labor-intensive areas that may face workforce reductions due to AI adoption.
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- Real-Time Order Flow Analysis: Order flow analytics examine real-time buying and selling trends by analyzing volume, timing, and order size across both retail and institutional traders, providing deeper insights into price behavior and market sentiment, enabling traders to make more informed decisions.
- FDX Price Performance: At the time of the Power Inflow signal, FDX was priced at $369.69, and it reached an intraday high of $378.50 (+2.38%) by 2:45 PM EST, demonstrating the effectiveness of the signal and market response.
- Market Sentiment Impact: The issuance of this signal not only influences FDX's short-term price movements but may also positively affect overall market sentiment, attracting more investors to the stock and potentially driving its price higher.
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- Strategic Focus on Digital Transformation: FedEx's participation reflects its long-term strategic goal of enabling global commerce to operate at the speed of data rather than paper or physical checkpoints, thereby achieving higher automation and compliance in increasingly digital supply chains.
- Governance and Risk Control: Hedera's enterprise-grade distributed ledger technology provides a governed trust and notarization layer that allows enterprises to control high-volume and sensitive operational data within their own environments, enhancing governance and risk controls in complex international trade settings.
- Node Operation and Voting Rights: As a Council member, FedEx will operate a node on the Hedera network and hold equal voting rights alongside other members, directly participating in the governance of Hedera software and services, further driving the industry's transition toward digitally native supply chains.
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FedEx Joins Hedera Council to Enhance Digital Infrastructure
- Strategic Partnership: FedEx announced its membership in the Hedera Council, aiming to leverage its extensive expertise in global logistics and commerce to advance trusted digital infrastructure that supports the digital transformation of global supply chains.
- Digital Transformation: FedEx's participation reflects its long-term strategy to enable global commerce to operate at the speed of data rather than paper, thereby enhancing efficiency and transparency in cross-border trade.
- Governance and Compliance: As a Council member, FedEx will operate a node on the Hedera network, participating in governance and holding equal voting rights alongside other members to ensure the security and integrity of the network.
- Future Vision: FedEx plans to collaborate with Hedera to reduce friction in cross-border commerce by promoting secure, shared data verification, facilitating the long-term digital evolution of global supply chains.
See More
FedEx Joins Hedera Council to Advance Digital Supply Chains
- Digital Infrastructure Development: FedEx announced its membership in the Hedera Council to drive the digital transformation of global supply chains, aiming to enhance efficiency and security in cross-border commerce through the establishment of trusted data infrastructure.
- Node Operation Participation: As a council member, FedEx will operate a node on the Hedera network, holding equal voting rights alongside other members, thereby directly participating in the governance of Hedera software and services, which enhances its influence in digital supply chains.
- Global Business Strategy: FedEx's participation reflects its long-term strategic goal of enabling global commerce to operate at the speed of data rather than paper or physical checkpoints, thereby improving automation and visibility in supply chains.
- Collaboration and Innovation: The Hedera Council comprises leading global organizations, and FedEx's involvement will provide deep operational insights to promote trusted data verification and cross-industry collaboration, supporting the future development of digital supply chains.
See More
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New Target Price: The new target price is set at $220.00, an increase from the previous target of $210.00.
See More
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- AI Disrupts Traditional Software: The rise of Anthropic poses significant challenges to traditional software companies like Workday and Salesforce, particularly in the application of AI technology, threatening their market share and customer loyalty.
- Surge in Capital Expenditures: Tech giants like Amazon and Google have significantly raised their capital expenditure outlooks, with Amazon projecting spending to reach $200 billion, far exceeding the $147 billion consensus, which could impact stock performance and investor confidence.
- Intensified Market Competition: The rapid advancement of AI technology raises questions about the value of enterprise software, leading investors to adopt a pessimistic view on the future of traditional software companies, especially in labor-intensive areas that may face workforce reductions due to AI adoption.
- Investor Confidence Shaken: Despite significant advancements by companies like Anthropic and OpenAI in the AI space, market confidence in traditional software companies is waning, resulting in poor stock performance over the past six months and raising concerns about future profitability.
See More
Analysis of Power Inflow Signal and FDX Performance
- Power Inflow Signal: The Power Inflow alert, developed by TradePulse, is issued within the first two hours of trading, indicating a significant shift in order flow that suggests a strong trend toward buying activity, thus signaling a potential bullish price movement for the day, making it a strategic entry point for active traders.
- Real-Time Order Flow Analysis: Order flow analytics examine real-time buying and selling trends by analyzing volume, timing, and order size across both retail and institutional traders, providing deeper insights into price behavior and market sentiment, enabling traders to make more informed decisions.
- FDX Price Performance: At the time of the Power Inflow signal, FDX was priced at $369.69, and it reached an intraday high of $378.50 (+2.38%) by 2:45 PM EST, demonstrating the effectiveness of the signal and market response.
- Market Sentiment Impact: The issuance of this signal not only influences FDX's short-term price movements but may also positively affect overall market sentiment, attracting more investors to the stock and potentially driving its price higher.
See More
FedEx Joins Hedera Council to Advance Digital Infrastructure
- Collaborative Digital Infrastructure: FedEx announced its membership in the Hedera Council, aiming to leverage its extensive expertise in global logistics and commerce to advance trusted digital infrastructure that supports the evolving lifecycle of global shipments and enhances supply chain intelligence.
- Strategic Focus on Digital Transformation: FedEx's participation reflects its long-term strategic goal of enabling global commerce to operate at the speed of data rather than paper or physical checkpoints, thereby achieving higher automation and compliance in increasingly digital supply chains.
- Governance and Risk Control: Hedera's enterprise-grade distributed ledger technology provides a governed trust and notarization layer that allows enterprises to control high-volume and sensitive operational data within their own environments, enhancing governance and risk controls in complex international trade settings.
- Node Operation and Voting Rights: As a Council member, FedEx will operate a node on the Hedera network and hold equal voting rights alongside other members, directly participating in the governance of Hedera software and services, further driving the industry's transition toward digitally native supply chains.
See More
FedEx Joins Hedera Council to Enhance Digital Infrastructure
- Strategic Partnership: FedEx announced its membership in the Hedera Council, aiming to leverage its extensive expertise in global logistics and commerce to advance trusted digital infrastructure that supports the digital transformation of global supply chains.
- Digital Transformation: FedEx's participation reflects its long-term strategy to enable global commerce to operate at the speed of data rather than paper, thereby enhancing efficiency and transparency in cross-border trade.
- Governance and Compliance: As a Council member, FedEx will operate a node on the Hedera network, participating in governance and holding equal voting rights alongside other members to ensure the security and integrity of the network.
- Future Vision: FedEx plans to collaborate with Hedera to reduce friction in cross-border commerce by promoting secure, shared data verification, facilitating the long-term digital evolution of global supply chains.
See More
FedEx Joins Hedera Council to Advance Digital Supply Chains
- Digital Infrastructure Development: FedEx announced its membership in the Hedera Council to drive the digital transformation of global supply chains, aiming to enhance efficiency and security in cross-border commerce through the establishment of trusted data infrastructure.
- Node Operation Participation: As a council member, FedEx will operate a node on the Hedera network, holding equal voting rights alongside other members, thereby directly participating in the governance of Hedera software and services, which enhances its influence in digital supply chains.
- Global Business Strategy: FedEx's participation reflects its long-term strategic goal of enabling global commerce to operate at the speed of data rather than paper or physical checkpoints, thereby improving automation and visibility in supply chains.
- Collaboration and Innovation: The Hedera Council comprises leading global organizations, and FedEx's involvement will provide deep operational insights to promote trusted data verification and cross-industry collaboration, supporting the future development of digital supply chains.
See More
Morgan Stanley Increases FedEx Corporation's Target Price to $220.00, Up from $210.00
Company Update: Morgan Stanley has raised the target price for FedEx Corporation's stock.
New Target Price: The new target price is set at $220.00, an increase from the previous target of $210.00.
See More
