Three Stocks Poised for Significant Gains from Tariff Reductions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 02 2026
0mins
Should l Buy FDX?
Source: Marketbeat
Supreme Court Ruling: The Supreme Court ruled against President Trump's use of the International Emergency Economic Powers Act (IEEPA) to impose tariffs without Congressional consent, leading to the immediate vacating of all tariffs imposed under that authority.
Market Reaction: Following the ruling, the market reacted with confusion, as the new effective tariff rate was slightly reduced, but the overall sentiment was more subdued than celebratory, indicating uncertainty among investors.
Temporary Tariffs: The tariffs established under Section 122 are temporary and must be reauthorized by Congress after 150 days, which could coincide with mid-term elections, adding political complexity to the situation.
Potential Refunds: Companies affected by the tariffs are seeking refunds, with estimates suggesting that around $175 billion was collected under the IEEPA tariffs, and successful lawsuits could lead to significant financial relief for many businesses.
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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: 361.100
Low
210.00
Averages
315.05
High
365.00
Current: 361.100
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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- Sustainable Dividends: Realty Income's normalized FFO for 2025 is projected at $4.27 per share, significantly above the annual dividend cost of $3.24, ensuring a sustainable dividend yield of 4.8%.
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- Legal Victory Impact: The U.S. Court of International Trade is now authorized to provide relief for businesses contesting global tariffs, with FedEx seeking a full refund of all duties paid, potentially benefiting from a $133 billion pool of contested funds, significantly enhancing its financial position.
- Revenue Growth Target: FedEx is executing an ambitious strategy aimed at achieving a $3 billion operating income surge by 2029, and despite rapid price appreciation, its value score of 74.82 suggests it remains fairly valued relative to peers, indicating a balanced growth outlook.
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- Rising Unemployment Rate: The unemployment rate increased to 4.4%, reflecting job losses across key sectors, although a broader measure of unemployment, which includes discouraged workers and part-time workers for economic reasons, decreased to 7.9%, suggesting some resilience in the labor market.
- Wage Growth Exceeds Expectations: Despite the weak job data, average hourly earnings rose by 0.4% for the month and 3.8% year-over-year, both exceeding forecasts by 0.1 percentage points, indicating persistent labor cost pressures that could influence future monetary policy decisions.
- Significant Industry Impact: The healthcare sector lost 28,000 jobs due to the Kaiser Permanente strike, while information services and manufacturing saw declines of 11,000 and 12,000 jobs respectively, highlighting structural challenges within industries that may lead policymakers to adopt a more cautious approach in response to economic slowdown.
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