The Goldman Sachs Group Issues Positive Forecast for FedEx (NYSE:FDX) Stock Price

Key Points

• Goldman Sachs raised its FedEx price target to $369 and kept a "buy" rating, implying about a 4.8% upside, while the analyst consensus is a "Moderate Buy" with an average target of $371.19 and several firms (e.g., Barclays, UBS) recently lifting targets substantially.
• FedEx beat quarterly expectations with $4.82 EPS (vs. $4.02 est.) and $23.47B revenue, and set FY2026 guidance of $17.80–$19.00 EPS (analysts model ~19.14), supporting the bullish fundamental view.
• Management's push into AI agents and reusable packaging are potential long‑term tailwinds for efficiency and customer retention, but risks include a multibillion‑dollar legal dispute over surcharges, valuation concerns after a ~52% one‑year rally, and tariff/macroeconomic exposure.

FedEx (NYSE:FDX - Get Free Report) had its price objective upped by The Goldman Sachs Group from $364.00 to $369.00 in a research report issued on Friday,MarketScreener Latest Ratings reports. The firm currently has a "buy" rating on the shipping service provider's stock. The Goldman Sachs Group's price objective would suggest a potential upside of 4.80% from the stock's current price.

FDX has been the subject of a number of other research reports. UBS Group raised their target price on shares of FedEx from $314.00 to $412.00 and gave the company a "buy" rating in a research note on Wednesday, February 4th. Susquehanna cut their price target on FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Barclays raised their price objective on FedEx from $360.00 to $450.00 and gave the company an "overweight" rating in a research report on Tuesday, February 10th. Argus boosted their target price on FedEx from $250.00 to $350.00 and gave the stock a "buy" rating in a report on Wednesday, January 21st. Finally, TD Cowen raised their price target on FedEx from $313.00 to $383.00 and gave the company a "buy" rating in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, FedEx presently has a consensus rating of "Moderate Buy" and an average target price of $371.19.

FedEx Stock Down 0.3%

FDX traded down $1.04 during trading on Friday, reaching $352.09. The stock had a trading volume of 1,290,213 shares, compared to its average volume of 1,895,781. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $82.78 billion, a price-to-earnings ratio of 19.41, a P/E/G ratio of 1.71 and a beta of 1.29. The stock's 50 day moving average is $345.31 and its two-hundred day moving average is $285.74. FedEx has a one year low of $194.29 and a one year high of $392.86.

FedEx (NYSE:FDX - Get Free Report) last released its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, topping analysts' consensus estimates of $4.02 by $0.80. The firm had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The company's revenue was up 6.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, analysts expect that FedEx will post 19.14 earnings per share for the current year.

Hedge Funds Weigh In On FedEx

Hedge funds have recently bought and sold shares of the business. EFG International AG purchased a new stake in FedEx in the 4th quarter worth $27,000. Ulland Investment Advisors LLC purchased a new position in shares of FedEx in the fourth quarter valued at about $29,000. Tucker Asset Management LLC bought a new position in shares of FedEx in the fourth quarter worth about $29,000. Wilkerson Advisory Group LLC bought a new position in shares of FedEx in the fourth quarter worth about $29,000. Finally, ORG Partners LLC grew its position in shares of FedEx by 50.0% during the fourth quarter. ORG Partners LLC now owns 105 shares of the shipping service provider's stock worth $30,000 after purchasing an additional 35 shares in the last quarter. Hedge funds and other institutional investors own 84.47% of the company's stock.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Management is pushing a major AI transformation — FedEx plans AI agents in more than half of core workflows by 2028, aiming to boost efficiency and reduce operating costs across logistics and customer service. That long-term productivity story supports revenue and margin upside. FedEx Is Planning an AI Agent Workforce FedEx Replaces Legacy Tech to Empower AI Agents
• Positive Sentiment: Wall Street support and earnings momentum — recent analyst commentary (including a bullish JPMorgan note) and previews that FedEx is positioned to beat estimates are pro-share sentiment ahead of results, underpinning investor optimism. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for FedEx FedEx Expected to Beat Earnings
• Positive Sentiment: Sustainable-product offering — rollout of reusable packaging for B2B shippers supports long-term customer retention and ESG positioning, a modest positive for contract win rates and volume stability. FedEx offers reusable packaging for closed-loop shipping
• Neutral Sentiment: Investor day materials and slides were published — useful context for strategy and margins but not immediate catalysts; markets will parse the slides for execution risk and ROI timing. Analyst/Investor Day - Slideshow
• Negative Sentiment: Legal risk — FedEx is suing the U.S. government to limit exposure to multibillion-dollar class-action claims over surcharge collections; potential liabilities and legal costs add downside risk and uncertainty. Why FedEx Is Suing US Government
• Negative Sentiment: Valuation concerns — some analysts argue the stock's rally (~52% one-year) and current multiples may leave limited margin of safety; profit-taking or multiple compression could pressure the share price. Valuation Has Already Traveled Quite Too Far Is It Too Late To Consider FedEx After A 52% Rally?
• Negative Sentiment: Macro/tariff risk — reports that the U.S. is exploring higher tariffs raise costs and cross-border volume risk for global shippers, an outsized headwind if implemented. Trump tariffs live updates

FedEx Company Profile

FedEx Corporation NYSE: FDX is a global logistics and courier company headquartered in Memphis, Tennessee. Founded by Frederick W. Smith in 1971 and beginning operations in the early 1970s, the company pioneered overnight express shipping and has since expanded into a diversified portfolio of transportation, e-commerce and supply-chain services. FedEx operates an integrated air-and-ground network that moves parcels, freight and documents for businesses and consumers worldwide.

FedEx's core operating segments include express parcel delivery via its FedEx Express division, domestic and residential parcel delivery through FedEx Ground, less-than-truckload (LTL) freight services, and logistics and supply-chain management solutions.

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