FedEx (FDX) News Today

FedEx Corporation (NYSE:FDX) shares rose after the company reported stronger-than-expected Q1 results, reinstated full-year guidance and highlighted cost-saving initiatives. Elevated trading volume reflects broad market strength and investor enthusiasm around margin expansion and strategic spin-off plans.

• Positive Sentiment: FedEx posted Q1 EPS of $3.83, beating consensus by $0.12, with revenue of $22.2 billion vs. $21.74 billion expected. Net margin was 4.65%, and ROE reached 16.34%. Article
• Positive Sentiment: FedEx reinstated its FY2026 EPS guidance to $17.20–19.00, above consensus, and raised revenue outlook to $91.4–93.2 billion. Article
• Positive Sentiment: Jefferies raised its FDX price target to $280 (buy), Susquehanna to $300 (positive), TD Cowen to $271 (buy) and Wells Fargo to $250 (equal weight). Article
• Positive Sentiment: Bank of America lifted its forecast to $244, citing cost-cutting measures that will boost margins. Article
• Neutral Sentiment: U.S. stock indices hit record highs, lifting FedEx shares as part of broader market gains. Article
• Neutral Sentiment: FedEx’s planned Freight spin-off remains on track for completion by June 2026, supporting a streamlined strategic focus. Article
• Negative Sentiment: FedEx expects a $1 billion headwind from the end of the U.S. de minimis exemption on small packages, potentially pressuring margins. Article
• Negative Sentiment: Evercore ISI downgraded FDX to “hold” and cut its target to $243 from $249, citing near-term earnings risk. Article
• Negative Sentiment: Morgan Stanley kept a sell rating on FDX with a $200 target, citing structural challenges despite strong revenue forecasts. Article