花旗：将联邦快递(FDX.US)目标价上调至279美元，此前为275美元。 ...

Market Overview - U.S. stock index futures are showing mixed performance as investors react to a recent Federal Reserve interest rate cut and anticipate upcoming economic data [1][2] - Major indexes closed at record highs on Thursday, with the Dow Jones Industrial Average up 0.27%, S&P 500 rising 0.48%, and Nasdaq Composite increasing by 0.94% [3] Economic Indicators - The 10-year Treasury yield rose by 2 basis points to 4.13%, while the 2-year yield increased by 1 basis point to 3.58% [2] - Strong labor market data indicated a drop in U.S. Weekly Initial Jobless Claims to 231K for the week ending September 13, below expectations, which reassured investors about economic stability [3] Upcoming Economic Data - Key economic data releases include Flash Purchasing Managers' Index (PMI) surveys and the U.S. core Personal Consumption Expenditures (PCE) price index, scheduled for September 26, 2025 [5] - Other significant upcoming data includes revised GDP numbers, consumer confidence data, home sales figures, durable goods orders, and inventories [5] Corporate Earnings - Several companies are set to report earnings, including MoneyHero Limited, IperionX Limited ADR, and FedEx, which reported better-than-expected FQ1 earnings and projected 4%-6% revenue growth for fiscal year 2026 [6][11] - 22nd Century Group's shares surged 31% after announcing it is now debt-free, while 89bio's shares skyrocketed 85% following Roche's agreement to acquire the biotech firm for $14.50 per share [11] Key Corporate News - Nvidia shares advanced 3.5% after announcing a $5 billion investment in Intel, which saw its stock surge over 23% [7] - CoreWeave's shares rose 0.3% after Loop Capital initiated coverage with a "Buy" rating, highlighting its growing prominence among chip giants and AI labs [11] - FedEx's strong results positively impacted UPS, which saw its stock increase by 2% [11] Stock Movements - Red Cat Holdings' shares fell 12% after pricing an offering of 15.6 million shares at $9.60 each [11] - Nucor's shares slipped 4% after guiding its Q3 EPS to $2.05-$2.15, below the consensus estimate of $2.56 [11]

Core Insights - FedEx shares rose by up to 2% following better-than-expected first-quarter results, driven by strong domestic deliveries and effective cost-cutting measures that mitigated a decline in international volumes [1][4] Financial Performance - Overall average daily volumes increased by 4% in the quarter, supported by strong summer holiday demand in the U.S., despite a 3% drop in international exports. Revenue per package also rose by 2% [2] - FedEx reported a 2.2% increase in adjusted profit for the quarter ending in August, contrary to analysts' expectations of a profit hit due to global trade headwinds [4] Strategic Initiatives - The company has implemented efficiency measures and tighter cost controls, including parking planes, closing facilities, and merging units, aiming to reduce costs by billions [2] - The end of the partnership with the U.S. Postal Service, which had negatively impacted earnings, is expected to improve profitability moving forward [3] Market Position - FedEx's profit forecast for fiscal 2026 was slightly below Wall Street estimates, but the issuance of this guidance was seen as a positive surprise given the company's recent challenges [5] - FedEx trades at 11.83 times projected 12-month forward earnings, slightly lower than UPS at 12.04, with both companies facing pressure from softening industrial demand and a shift to cheaper ground shipping [6]

FedEx Corporation - FedEx Corporation reported better-than-expected financial results for the first quarter of fiscal 2026, leading to a sharp rise in its shares by 4.8% to $237.50 in pre-market trading [1] - The company expects revenue growth of 4% to 6% year-over-year for fiscal 2026 and reaffirmed plans for permanent cost reductions of $1 billion through structural cost reductions and the advancement of Network 2.0 [1] AGM Group Holdings Inc. - AGM Group Holdings Inc. saw its shares gain 111.6% to $4.72 after announcing the sale of its subsidiary Nanjing Lucun Semiconductor Co. Ltd. for $57.45 million [5] Other Notable Gainers - AlphaVest Acquisition Corp increased by 71.4% to $25.90 [5] - 22nd Century Group, Inc. rose 45.5% to $2.56 after repaying $3.9 million of its senior secured debt [5] - Millennium Group International Holdings Limited jumped 29.1% to $3.15 [5] - Robo.ai Inc. gained 25.1% to $2.44 following an investment announcement [5] - Adaptimmune Therapeutics plc surged 23.4% to $0.1993 after a significant increase the previous day [5] - Sow Good Inc. rose 19.3% to $1.15 [5] - Asset Entities Inc. increased by 11.8% to $4.27 [5] Notable Losers - CEVA, Inc. fell 8.2% to $28.51 after a previous gain [5] - Reviva Pharmaceuticals Holdings, Inc. dipped 28.8% to $0.2987 following a public offering announcement [5] - AtlasClear Holdings, Inc. shares decreased by 12% to $1.03 after securing financing [5] - Fathom Holdings Inc. declined 10.8% to $2.14 after announcing a proposed stock offering [5] - AquaBounty Technologies Inc. fell 10.3% to $1.33 after regaining Nasdaq compliance [5] - Scholastic Corp dropped 10.3% to $24.70 after reporting disappointing financial results [5] - Lennar Corp fell 2.8% to $129.17 after posting weaker-than-expected third-quarter results, with adjusted earnings of $2 per share, missing the consensus estimate of $2.10 [5]

Logistics company, FedEx Corp. FDX, is aiming to make the most of the large volumes of data it generates every day, with CEO Raj Subramaniam calling the company's logistics dataset one of the most valuable in the world.‘Unmatched View’ of Physical Supply Chain PatternsSpeaking on the company's fiscal first-quarter earnings call, Subramaniam said, “We moved 17 million packages through our network daily, generating 2 petabytes of data and 100 billion transactions across software applications.”More importantly ...

Core Viewpoint - FedEx reported strong first-quarter earnings, exceeding analyst expectations, which led to a pre-market stock increase of over 5% [1] Financial Performance - FedEx's earnings per share (EPS) for the first fiscal quarter ending August 31 was $3.83, surpassing the average analyst estimate of $3.68 [1] - The company's revenue for the same period was $22.2 billion, higher than the market consensus of $21.69 billion [1] Future Guidance - For the fiscal year 2026, FedEx projects an EPS range of $17.20 to $19.00, compared to Wall Street's expectation of $18.25 [1]

Company Performance - MoneyHero Ltd. is expected to report a quarterly loss of $0.02 per share on revenue of $19.92 million, with shares gaining 8.1% to $2.40 in after-hours trading [2] - FedEx Corp. reported better-than-expected financial results for Q1 of fiscal 2026, expecting revenue growth of 4% to 6% year-over-year, and reaffirmed $1 billion in permanent cost reductions, with shares jumping 5.5% to $238.91 in after-hours trading [2] - Globus Maritime Ltd. is anticipated to post a quarterly loss of $0.18 per share on revenue of $8.80 million, with shares gaining 0.6% to $1.14 in after-hours trading [2] - Lennar Corp. reported weaker-than-expected Q3 results, with adjusted earnings of $2 per share missing the consensus estimate of $2.10, and quarterly revenue of $8.81 billion falling short of the Street estimate of $8.99 billion, leading to a 3.2% drop in shares to $128.62 in after-hours trading [2] - Scholastic Corp. reported disappointing financial results for Q1, resulting in a 10.3% decline in shares to $24.70 in after-hours trading [2]

FedEx Corp. FDX reported a better-than-expected first quarter for fiscal year 2026, driven by robust U.S. domestic growth and significant cost-cutting. However, the package delivery giant issued a cautious outlook, revealing an anticipated $1 billion headwind for the full year, largely attributed to the U.S. elimination of the de minimis trade exemption, a policy initiated by the Donald Trump administration.Check out FDX’s stock price here. FedEx To Take $1 Billion Hit From De Minimis ExemptionDespite beati ...

杰富瑞将联邦快递目标价从275美元上调至280美元。 ...

Group 1 - FedEx Corporation (NYSE:FDX) is facing challenges due to a decline in Chinese package volumes, attributed to the loss of tariff exemptions [1] - The company's services encompass transportation, e-commerce solutions, express shipping, small-package deliveries, and freight services [1] - FedEx's business-to-business service has struggled, remaining stagnant, while the business-to-consumer segment is performing adequately [1] Group 2 - Analysts have been consistently lowering their expectations for FedEx's performance in light of current market conditions [1] - There is a perception that certain AI stocks may present better investment opportunities compared to FedEx, with less downside risk [2]