FedEx Corp's stock is down 5.24% in pre-market trading, hitting a 5-day low. This decline occurs despite the Nasdaq-100 rising 0.39% and the S&P 500 gaining 0.14%, indicating a potential sector rotation.
The drop in FedEx's stock price can be attributed to a mixed analyst sentiment following its recent earnings report. While the company raised its fiscal 2026 revenue growth forecast and reported strong Q2 earnings, some analysts remain cautious about long-term earnings potential and market pressures. This uncertainty may have contributed to the stock's decline despite the overall market's positive performance.
Investors are closely monitoring FedEx's strategic plans, including the upcoming spin-off of its freight business, which is expected to unlock significant value. The company's ability to navigate operational challenges and maintain profitability will be crucial for its stock performance moving forward.
Wall Street analysts forecast FDX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDX is 315.05 USD with a low forecast of 210.00 USD and a high forecast of 365.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
Wall Street analysts forecast FDX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDX is 315.05 USD with a low forecast of 210.00 USD and a high forecast of 365.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
6 Hold
1 Sell
Moderate Buy
Current: 304.470
Low
210.00
Averages
315.05
High
365.00
Current: 304.470
Low
210.00
Averages
315.05
High
365.00
Rothschild & Co Redburn
Buy -> Neutral
downgrade
$271
2026-01-21
Reason
Rothschild & Co Redburn
Price Target
$271
AI Analysis
2026-01-21
downgrade
Buy -> Neutral
Reason
Rothschild & Co Redburn downgraded FedEx to Neutral from Buy with a $271 price target. The firm says current valuation levels fairly reflect the potential value creation from the spinoff of FedEx's freight division. Investor perception toward the less-than-truckload sector has tilted positive, bringing into focus FedEx's June spinoff while also driving group valuation higher, the analyst tells investors in a research note.
Rothschild & Co Redburn
Buy -> Neutral
downgrade
$317
2026-01-21
Reason
Rothschild & Co Redburn
Price Target
$317
2026-01-21
downgrade
Buy -> Neutral
Reason
Rothschild & Co Redburn downgraded FedEx to Neutral from Buy with a $317 price target which offers 3% upside. The firm says current valuation levels fairly reflect the potential value creation from the spinoff of FedEx's freight division. Investor perception toward the less-than-truckload sector has tilted positive, bringing into focus FedEx's June spinoff while also driving group valuation higher, the analyst tells investors in a research note.
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BofA
Ken Hoexter
Neutral -> Buy
upgrade
$365
2026-01-09
Reason
BofA
Ken Hoexter
Price Target
$365
2026-01-09
upgrade
Neutral -> Buy
Reason
BofA analyst Ken Hoexter upgraded FedEx to Buy from Neutral with a $365 price target. The firm looks to expand its exposure to cyclical Transport stocks into 2026, with a focus on cost conscious AI-enabled share gainers, the analyst tells investors in a year-ahead note on the sector. Demand should be aided by the Big Beautiful Bill's benefits of bonus depreciation, leading to infrastructure investments, $1.4 trillion in expected expenditures over the next three years on data centers and power supply, lower interest rates and potential flow through to the housing and forest product segments, the analyst says.
Bernstein
Market Perform
maintain
$250 -> $306
2026-01-09
Reason
Bernstein
Price Target
$250 -> $306
2026-01-09
maintain
Market Perform
Reason
Bernstein raised the firm's price target on FedEx to $306 from $250 and keeps a Market Perform rating on the shares. The firm sees a parcel transformation story with a Freight spin. FedEx is generating better cash flow, but return profiles and valuation of separated businesses remain to be seen, Bernstein argues.
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.
