FedEx shares decline amid Amazon's supply chain service launch
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
0mins
Source: Benzinga
FedEx Corp shares fell 5.05% as the stock hit a 5-day low, reflecting concerns over increased competition in the logistics sector.
The decline follows Amazon's recent announcement of its 'Amazon Supply Chain Services', which allows businesses to utilize its extensive logistics network. This move has raised fears among logistics companies, including FedEx, as it enhances Amazon's competitive position in the market. The market reacted negatively, with FedEx shares dropping 4.4% following the announcement, indicating investor apprehension about the potential impact on FedEx's business.
As Amazon expands its logistics capabilities, FedEx may face challenges in maintaining its market share. The competitive landscape is shifting, and FedEx will need to adapt its strategies to counter the growing influence of Amazon in the supply chain services sector.
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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: 411.400
Low
210.00
Averages
315.05
High
365.00
Current: 411.400
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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- Separation Plan Advances: The FedEx board has formally approved the spin-off of its freight division, which is scheduled to begin trading on the NYSE on June 1, allowing shareholders to receive shares in the new company, potentially enhancing shareholder value significantly.
- Analyst Rating Upgrade: JPMorgan upgraded FedEx's rating from “Neutral” to “Overweight” and raised its price target from $432 to $460, indicating that the current stock setup offers a favorable risk-reward balance as operational changes gain traction.
- Retail Investor Sentiment Shift: On Stocktwits, retail sentiment around FedEx shifted from ‘neutral’ to ‘bullish’, with users noting that the spin-off will allow the company to focus on its
See More
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- SmallCap 600 Adjustments: EPAM Systems will take the place of Shutterstock in the S&P SmallCap 600, reflecting the dynamic shifts in the small-cap market and potentially impacting investor confidence in the index.
- Acquisition Activity: Shutterstock is anticipated to be acquired, a transaction that could affect its market performance, prompting investors to monitor the potential impact on its stock price.
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