Impact of Policy Change: The U.S. government's end of the de minimis exemption will now subject parcels valued under $800 to tariffs, significantly affecting global e-commerce flows and consumer costs.
Logistics Challenges: With new tariff structures, logistics specialists predict increased costs for cross-border shipping, leading to potential delays and a shift towards more expensive carriers for small businesses.
Consumer Experiences: Consumers are already facing unexpected tariffs on international purchases, with examples highlighting significant additional costs that could deter cross-border shopping.
Future Implications: Analysts warn that smaller retailers may struggle to compete under the new tariff regime, while larger platforms might better absorb costs, indicating a critical transition period ahead for all stakeholders in global trade.
FDX
$282.46+Infinity%1D
Analyst Views on FDX
Wall Street analysts forecast FDX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDX is 271.61 USD with a low forecast of 200.00 USD and a high forecast of 320.00 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 fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDX is 271.61 USD with a low forecast of 200.00 USD and a high forecast of 320.00 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.
11 Buy
7 Hold
2 Sell
Moderate Buy
Current: 281.230
Low
200.00
Averages
271.61
High
320.00
Current: 281.230
Low
200.00
Averages
271.61
High
320.00
Stifel
Buy
maintain
$297 -> $305
2025-12-16
New
Reason
Stifel
Price Target
$297 -> $305
2025-12-16
New
maintain
Buy
Reason
Stifel raised the firm's price target on FedEx to $305 from $297 and keeps a Buy rating on the shares. For 2026, the firm believes the focus for transport stocks will be on supply rationalization and cost-driven self-help, says the analyst, who continues to position "more conservatively in high-quality names that preserve or even expand share in a mild pullback."
Barclays
Brandon Oglenski
maintain
$320 -> $360
2025-12-16
New
Reason
Barclays
Brandon Oglenski
Price Target
$320 -> $360
2025-12-16
New
maintain
Reason
Barclays analyst Brandon Oglenski raised the firm's price target on FedEx to $360 from $320 and keeps an Overweight rating on the shares. The firm says "weak" industrial growth and travel demand volatility could persist for a fourth consecutive year in 2026. As such, it recommends stocks with "idiosyncratic opportunities" in the North America airlines and transportation group.
Jefferies
analyst
Buy
maintain
$280 -> $315
2025-12-11
Reason
Jefferies
analyst
Price Target
$280 -> $315
2025-12-11
maintain
Buy
Reason
Jefferies raised the firm's price target on FedEx to $315 from $280 and keeps a Buy rating on the shares. Shares are up 23% in the last three months, fueled by strong U.S. growth and a continued focus on revenue quality and cost efficiencies, notes the analyst, who is "pleased by the strong momentum" and sees catalysts in 2026 from the upcoming LTL spin. Longer-term, the firm remains constructive on the self-help margin improvement story at both RemainCo and SpinCo, the analyst added.
Evercore ISI
Jonathan Chappell
In Line
maintain
$239 -> $275
2025-12-09
Reason
Evercore ISI
Jonathan Chappell
Price Target
$239 -> $275
2025-12-09
maintain
In Line
Reason
Evercore ISI analyst Jonathan Chappell raised the firm's price target on FedEx to $275 from $239 and keeps an In Line rating on the shares. FedEx is likely to beat expectations for fiscal Q2, driven by a robust pricing environment that offsets volume challenges, says the analyst, who adds that the company's upcoming investor day will be "crucial for any potential guidance changes."
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.
