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Bloomberg· 2025-09-18 09:45
FedEx earnings are likely to provide some clues about how much further the stock market rally can go — at least according to one theory https://t.co/wu0u1AZ3D1 ...
Old Time Dow Theory Sees Clues to Stock Market Rally in FedEx Earnings
Yahoo Finance· 2025-09-18 09:30
A FedEx delivery in San Francisco. FedEx Corp.’s earnings on Thursday are likely to provide some clues about how much further the stock market rally can go after its latest record run, at least according to the stock market thesis called the Dow Theory. Coined around the turn of the 20th century by Charles Dow, who invented the Dow Jones Industrial Average and the Dow Jones Transportation Average, the Dow Theory states that a move by the industrials index must be confirmed by the transportation index, or ...
Darden Restaurants, Factset Research And 3 Stocks To Watch Heading Into Thursday - Bullish (NYSE:BLSH), Darden Restaurants (NYSE:DRI)
Benzinga· 2025-09-18 07:43
Group 1 - Darden Restaurants Inc. (DRI) is expected to report quarterly earnings of $2.00 per share with revenue of $3.04 billion [2] - Bullish BLSH reported a profit of 93 cents per share for the second quarter, recovering from a loss of $1.03 per share a year ago, with revenue increasing to $58.63 million from $49.57 million [2] - Factset Research Systems Inc. (FDS) is anticipated to post quarterly earnings of $4.13 per share on revenue of $593.45 million [2] - 89bio Inc. (ETNB) has agreed to be acquired by Roche for $14.50 per share, representing a 79% premium to its closing stock price on September 17 [2] - FedEx Corp. (FDX) is expected to report quarterly earnings of $3.62 per share with revenue of $21.67 billion [2]
Stifel Lowers FedEx Price Target Ahead of Q1 Earnings
Financial Modeling Prep· 2025-09-17 21:20
Core Viewpoint - Stifel has reduced its price target for FedEx to $308 from $315 while maintaining a Buy rating, citing macroeconomic pressures and consumer caution as potential challenges ahead of the company's fiscal first-quarter 2026 earnings [1]. Group 1: Market Challenges - Macroeconomic pressures, tariff uncertainty, and changes to the de minimis import rule are expected to negatively impact shipping volumes [1]. - Consumer caution may dampen the peak shipping season, further affecting demand [1]. Group 2: Cost-Cutting Initiatives - FedEx's Network 2.0 initiative presents cost-cutting opportunities, with clearer progress anticipated in the upcoming quarter [2]. - Successful execution of this initiative could help mitigate or even exceed the challenges posed by demand fluctuations [2]. Group 3: Valuation and Future Outlook - Despite the variability in earnings outcomes, FedEx's current valuation indicates an attractive risk-reward profile [3]. - There is potential for upside from an expected upcycle within the next 12 months and the planned spin-off of FedEx Freight in 2026 [3].
FedEx's Q1 profit report will reveal impact of tariffs on previously exempt parcels
Fastcompany· 2025-09-17 18:21
FedEx will report a quarterly profit hit from President Donald Trump's decision to end tariff-exempt treatment for popular direct-to-consumer shipments when the global delivery firm reports results on... ...
FedEx Q1 Preview: Transportation Giant 'Showing Some Signs Of A Turnaround'
Benzinga· 2025-09-17 15:58
Core Viewpoint - FedEx Corporation is expected to show revenue and earnings per share growth in its upcoming first-quarter financial results, despite a recent trend of stock sell-offs following earnings reports [1]. Earnings Estimates - Analysts predict FedEx will report first-quarter revenue of $21.67 billion, an increase from $21.60 billion in the same quarter last year [2]. - Expected earnings per share for the first quarter are $3.62, up from $3.60 in the previous year [2]. - The company has beaten revenue estimates in three consecutive quarters but only in four of the last ten quarters overall [2]. Recent Performance and Guidance - FedEx beat earnings per share estimates in the fourth quarter and has surpassed estimates in six of the last ten quarters [3]. - The company's guidance for first-quarter earnings per share is between $3.40 and $4.00, with revenue guidance ranging from $21.60 billion to $22.03 billion [3]. Analyst Sentiment - Analysts have been reducing their price targets for FedEx ahead of the earnings report, indicating a cautious outlook [4]. - Jay Woods from Freedom Capital Markets noted that FedEx has been a frustrating stock, with shares declining after each of the last four earnings reports [4]. - The implied volatility on FedEx's earnings day is +/- 7.1% [5]. Key Items to Watch - Investors will focus on shipment volumes and the impact of a recent partnership with Amazon on FedEx's shipments [5]. - The expiration of a partnership with the United States Postal Service may also affect the company's performance [6]. - FedEx is targeting $1 billion in cost savings by fiscal 2026, and investors will be keen to see any updates on this goal [6]. Analyst Ratings and Price Targets - Evercore ISI Group downgraded FedEx from Outperform to In-Line, lowering the price target from $249 to $243 [7]. - Bernstein maintained a Market Perform rating but reduced the price target from $249 to $247 [7]. - Bank of America Securities downgraded from Buy to Neutral, lowering the price target from $245 to $240 [7]. - JPMorgan maintained an Overweight rating but lowered the price target from $290 to $285 [7]. - UBS maintained a Buy rating while reducing the price target from $297 to $293 [7]. Stock Performance - FedEx stock is currently up 0.9% to $229.64, with a 52-week trading range of $194.30 to $308.53 [8]. - The stock has declined 16.3% year-to-date in 2025 [8].
Evercore ISI下调联邦快递评级至“与大市同步”
Ge Long Hui· 2025-09-17 15:13
Evercore ISI将联邦快递的评级从"跑赢大市"下调至"与大市同步",目标价从249美元下调至243美元。 (格隆汇) ...
Opening Bell: September 17, 2025
CNBC Television· 2025-09-17 14:34
are going to make it. So X is a company I love very much isn't going to make it. >> Okay, I want to come back to that on FedEx.Let's get the opening bell here. Get the opening bell. And that is stuff I'm celebrating public over 8 billion um as well.Okay. Um you mentioned there he is earthquake. you mention uh oh by the way we should mention also at the NASDAQ uh wow they're really there it is Dan Odds channel of the board frequency uh contributor of uh 8 I think it's called >> I just point out >> wow and th ...
联邦快递(FDX.US)财报前夕遭Evercore降级 需求逆风或压制EPS
Zhi Tong Cai Jing· 2025-09-17 13:04
此外,Evercore ISI还将联邦快递的目标股价从249美元下调至243美元。 截至发稿,盘前交易中,联邦快递股价下跌0.5%,其52周股价波动区间为194.30美元至308.53美元。据 悉,联邦快递定于美东时间9月18日盘后发布财报。 分析师乔纳森.查普尔强调,两大因素将为联邦快递带来额外压力:一是全球范围内逐步取消"小额免税 政策"(de minimis exemptions),二是旗下联邦快递货运(FDX Freight)业务仍未解决的运量难题。 他警示称:"我们认为,正如过去两年'DRIVE计划'的成功所证明的那样,联邦快递可通过'2.0网络'相 关的网络重组,抵消部分收入端的不利影响;但今年的成本节约效益很可能集中在下半年兑现,且随着 运量与收入端压力不断累积,我们不再认为仅靠提升生产效率,就能完全扭转宏观层面的逆风。" 联邦快递(FDX.US)周三盘前交易股价走低,此前投资机构Evercore ISI将该股评级从"跑赢大 盘"(Outperform)下调至"与大盘持平"(In Line)。该机构指出,联邦快递当前面临持续的需求逆风,这可 能会给其短期每股收益(EPS)预期带来更大风险。 ...
This FedEx Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday - FedEx (NYSE:FDX), Dayforce (NYSE:DAY)
Benzinga· 2025-09-17 12:26
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying FDX stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading...Loading... ...