InPost Enters Acquisition Agreement with Consortium
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy FDX?
Source: Newsfilter
- Acquisition Offer Price: The consortium's proposed acquisition price of EUR 15.60 per share values InPost at EUR 7.8 billion, representing a 50% premium over the undisturbed share price as of January 2, 2026, providing immediate and certain value for shareholders and demonstrating strong market appeal.
- Shareholder Support: Currently, 48% of shareholders have committed to support the transaction, with PPF selling its entire stake to back the deal while planning to reinvest part of the proceeds to become a 10% shareholder in the consortium, reflecting confidence in InPost's future growth.
- Strategic Partnership Outlook: The consortium will leverage FedEx's global network and technological expertise to support InPost's expansion of its parcel locker network and consumer-centric digital solutions, which is expected to drive growth potential in the European e-commerce solutions market.
- Future Operational Plans: Following the completion of the transaction, InPost will continue to operate as an independent company, maintaining its headquarters and management structure in Poland, with CEO Rafał Brzoska continuing to lead the company, ensuring its innovation capabilities and market competitiveness remain intact.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy FDX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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 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
13 Buy
6 Hold
1 Sell
Moderate Buy
Current: 363.960
Low
210.00
Averages
315.05
High
365.00
Current: 363.960
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.
Advent and FedEx Agree to Acquire InPost for €7.8 Billion
- Acquisition Agreement: A consortium led by Advent and FedEx has agreed to acquire InPost for €15.60 per share, valuing the company at €7.8 billion ($9.2 billion) and aiming to expand its market presence across Europe.
- Market Expansion Plans: InPost operates in nine countries, including Poland, and plans to extend its business into major European e-commerce markets such as France, Spain, Portugal, Italy, Benelux, and Britain, enhancing its automated parcel machine network.
- Equity Structure Adjustment: Post-transaction, Advent and FedEx will each own 37% of InPost, while CEO Rafal Brzoska's investment vehicle A&R will hold 16%, and PPF, the investment firm of the Czech Kellner family, will retain 10%, ensuring the management structure and headquarters remain in Poland.
- Future Outlook: Brzoska stated that the acquisition will strengthen the network and provide faster, more flexible delivery options, with the transaction expected to close in the second half of this year, further reshaping the European e-commerce sector.
See More
Advent and FedEx Agree to Acquire InPost for €7.8 Billion
- Acquisition Agreement: Advent International LP and FedEx Corp. have reached an agreement to acquire Polish parcel-locker company InPost SA for €7.8 billion ($9.3 billion), reflecting strong interest in Europe’s rapidly growing delivery market.
- Cash Offer Details: The consortium will initiate a public offer at €15.60 per share in cash, allowing investors to directly participate in this attractive deal, which is expected to close in the second half of 2026.
- Stable Management Structure: InPost will continue to operate under its existing brand, with CEO Rafał Brzoska retaining his stake and leading the company, ensuring business continuity and stability during the transition.
- Board Support for Transaction: InPost's board, through a special committee, conducted a thorough review of the transaction and unanimously deemed the offer to be in the best interest of all stakeholders, demonstrating confidence in future growth and value creation.
See More
Advent and FedEx Reach Acquisition Agreement for InPost
- Acquisition Offer Details: Advent, FedEx, and their partners have reached an agreement to acquire InPost at a cash offer price of EUR 15.60 per share, valuing the transaction at approximately EUR 7.8 billion, expected to close in the second half of 2026, aimed at enhancing InPost's competitiveness in the European e-commerce market.
- Shareholder Structure Changes: Post-transaction, Advent and FedEx will each hold 37% of shares, A&R will hold 16%, and PPF will hold 10%, with PPF selling its entire stake and reinvesting to gain a 10% equity stake in the consortium, ensuring long-term strategic support.
- Market Expansion Plans: InPost plans to expand into markets including France, Spain, Portugal, Italy, Benelux, and the UK, leveraging its network of 61,000 automated parcel lockers and flexible delivery options, with parcel volumes expected to quadruple by 2025, further solidifying its market position in Europe.
- Strategic Investment Commitment: The consortium is committed to supporting InPost's existing strategy, including deepening partnerships across the value chain and continued investment in consumer-centric mobile offerings to address rising e-commerce demand and the shift towards sustainable delivery solutions.
See More
InPost Enters Acquisition Agreement with Consortium
- Acquisition Offer Price: The consortium's proposed acquisition price of EUR 15.60 per share values InPost at EUR 7.8 billion, representing a 50% premium over the undisturbed share price as of January 2, 2026, providing immediate and certain value for shareholders and demonstrating strong market appeal.
- Shareholder Support: Currently, 48% of shareholders have committed to support the transaction, with PPF selling its entire stake to back the deal while planning to reinvest part of the proceeds to become a 10% shareholder in the consortium, reflecting confidence in InPost's future growth.
- Strategic Partnership Outlook: The consortium will leverage FedEx's global network and technological expertise to support InPost's expansion of its parcel locker network and consumer-centric digital solutions, which is expected to drive growth potential in the European e-commerce solutions market.
- Future Operational Plans: Following the completion of the transaction, InPost will continue to operate as an independent company, maintaining its headquarters and management structure in Poland, with CEO Rafał Brzoska continuing to lead the company, ensuring its innovation capabilities and market competitiveness remain intact.
See More
AI-Exposed Stocks Face Challenges Amid Market Shift
- Market Sentiment Shift: As fears grow that artificial intelligence could disrupt demand rather than enhance it, software and AI-exposed stocks have faced significant sell-offs at the start of 2023, particularly in February, leading investors to reassess their risk exposure.
- Capital Flow Changes: Goldman Sachs equity strategist Ben Snider indicates that capital is rotating towards sectors perceived as insulated from AI disruption, marking a clear departure from last year's market strategies and reflecting diminished investor confidence in AI themes.
- Cyclical Industry Rally: Despite software stocks experiencing one of their worst weeks since the 2022 rate-hike panic, cyclical and consumer-linked industries have continued their recent rallies, indicating a growing preference for traditional sectors among investors.
- Strong Dow Jones Performance: Amid the decline in software stocks, the Dow Jones Industrial Average has rallied towards all-time highs, suggesting increased investor confidence in industries tied to physical assets and cyclical activity, further emphasizing the market's demand for safety from AI-driven productivity risks.
See More
SkyWest Reports Strong Q4 Earnings Exceeding Expectations
- Strong Performance: SkyWest reported a Q4 2025 GAAP EPS of $2.21, exceeding estimates by $0.13, indicating robust profitability growth for the company.
- Revenue Growth: The company achieved $1.02 billion in revenue for Q4, an 8% year-over-year increase, surpassing market expectations by nearly $28.5 million, reflecting solid performance in the regional airline sector.
- Annual Net Income Increase: For the full year 2025, SkyWest reported a net income of $428 million, or $10.35 per diluted share, marking a nearly 33% increase from last year's $323 million, showcasing sustained profitability growth potential.
- Investment Outlook: Despite SkyWest's strong performance, analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk, prompting investors to consider alternative investment opportunities.
See More
Advent and FedEx Agree to Acquire InPost for €7.8 Billion
- Acquisition Agreement: A consortium led by Advent and FedEx has agreed to acquire InPost for €15.60 per share, valuing the company at €7.8 billion ($9.2 billion) and aiming to expand its market presence across Europe.
- Market Expansion Plans: InPost operates in nine countries, including Poland, and plans to extend its business into major European e-commerce markets such as France, Spain, Portugal, Italy, Benelux, and Britain, enhancing its automated parcel machine network.
- Equity Structure Adjustment: Post-transaction, Advent and FedEx will each own 37% of InPost, while CEO Rafal Brzoska's investment vehicle A&R will hold 16%, and PPF, the investment firm of the Czech Kellner family, will retain 10%, ensuring the management structure and headquarters remain in Poland.
- Future Outlook: Brzoska stated that the acquisition will strengthen the network and provide faster, more flexible delivery options, with the transaction expected to close in the second half of this year, further reshaping the European e-commerce sector.
See More
Advent and FedEx Agree to Acquire InPost for €7.8 Billion
- Acquisition Agreement: Advent International LP and FedEx Corp. have reached an agreement to acquire Polish parcel-locker company InPost SA for €7.8 billion ($9.3 billion), reflecting strong interest in Europe’s rapidly growing delivery market.
- Cash Offer Details: The consortium will initiate a public offer at €15.60 per share in cash, allowing investors to directly participate in this attractive deal, which is expected to close in the second half of 2026.
- Stable Management Structure: InPost will continue to operate under its existing brand, with CEO Rafał Brzoska retaining his stake and leading the company, ensuring business continuity and stability during the transition.
- Board Support for Transaction: InPost's board, through a special committee, conducted a thorough review of the transaction and unanimously deemed the offer to be in the best interest of all stakeholders, demonstrating confidence in future growth and value creation.
See More
Advent and FedEx Reach Acquisition Agreement for InPost
- Acquisition Offer Details: Advent, FedEx, and their partners have reached an agreement to acquire InPost at a cash offer price of EUR 15.60 per share, valuing the transaction at approximately EUR 7.8 billion, expected to close in the second half of 2026, aimed at enhancing InPost's competitiveness in the European e-commerce market.
- Shareholder Structure Changes: Post-transaction, Advent and FedEx will each hold 37% of shares, A&R will hold 16%, and PPF will hold 10%, with PPF selling its entire stake and reinvesting to gain a 10% equity stake in the consortium, ensuring long-term strategic support.
- Market Expansion Plans: InPost plans to expand into markets including France, Spain, Portugal, Italy, Benelux, and the UK, leveraging its network of 61,000 automated parcel lockers and flexible delivery options, with parcel volumes expected to quadruple by 2025, further solidifying its market position in Europe.
- Strategic Investment Commitment: The consortium is committed to supporting InPost's existing strategy, including deepening partnerships across the value chain and continued investment in consumer-centric mobile offerings to address rising e-commerce demand and the shift towards sustainable delivery solutions.
See More
InPost Enters Acquisition Agreement with Consortium
- Acquisition Offer Price: The consortium's proposed acquisition price of EUR 15.60 per share values InPost at EUR 7.8 billion, representing a 50% premium over the undisturbed share price as of January 2, 2026, providing immediate and certain value for shareholders and demonstrating strong market appeal.
- Shareholder Support: Currently, 48% of shareholders have committed to support the transaction, with PPF selling its entire stake to back the deal while planning to reinvest part of the proceeds to become a 10% shareholder in the consortium, reflecting confidence in InPost's future growth.
- Strategic Partnership Outlook: The consortium will leverage FedEx's global network and technological expertise to support InPost's expansion of its parcel locker network and consumer-centric digital solutions, which is expected to drive growth potential in the European e-commerce solutions market.
- Future Operational Plans: Following the completion of the transaction, InPost will continue to operate as an independent company, maintaining its headquarters and management structure in Poland, with CEO Rafał Brzoska continuing to lead the company, ensuring its innovation capabilities and market competitiveness remain intact.
See More
AI-Exposed Stocks Face Challenges Amid Market Shift
- Market Sentiment Shift: As fears grow that artificial intelligence could disrupt demand rather than enhance it, software and AI-exposed stocks have faced significant sell-offs at the start of 2023, particularly in February, leading investors to reassess their risk exposure.
- Capital Flow Changes: Goldman Sachs equity strategist Ben Snider indicates that capital is rotating towards sectors perceived as insulated from AI disruption, marking a clear departure from last year's market strategies and reflecting diminished investor confidence in AI themes.
- Cyclical Industry Rally: Despite software stocks experiencing one of their worst weeks since the 2022 rate-hike panic, cyclical and consumer-linked industries have continued their recent rallies, indicating a growing preference for traditional sectors among investors.
- Strong Dow Jones Performance: Amid the decline in software stocks, the Dow Jones Industrial Average has rallied towards all-time highs, suggesting increased investor confidence in industries tied to physical assets and cyclical activity, further emphasizing the market's demand for safety from AI-driven productivity risks.
See More
SkyWest Reports Strong Q4 Earnings Exceeding Expectations
- Strong Performance: SkyWest reported a Q4 2025 GAAP EPS of $2.21, exceeding estimates by $0.13, indicating robust profitability growth for the company.
- Revenue Growth: The company achieved $1.02 billion in revenue for Q4, an 8% year-over-year increase, surpassing market expectations by nearly $28.5 million, reflecting solid performance in the regional airline sector.
- Annual Net Income Increase: For the full year 2025, SkyWest reported a net income of $428 million, or $10.35 per diluted share, marking a nearly 33% increase from last year's $323 million, showcasing sustained profitability growth potential.
- Investment Outlook: Despite SkyWest's strong performance, analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk, prompting investors to consider alternative investment opportunities.
See More
