FedEx Stock: Analyst Estimates & Ratings

Core Insights - FedEx Corporation is a leader in global express delivery services with a market cap of $63.1 billion, operating through FedEx Express and FedEx Freight segments [1] Performance Overview - FedEx has underperformed the broader market, with stock prices declining 4.9% year-to-date and 8.5% over the past 52 weeks, while the S&P 500 Index gained 14.5% in 2025 and 13.2% over the past year [2] - The company also lagged behind the Industrial Select Sector SPDR Fund, which saw a 15.4% increase year-to-date and an 8.7% rise over the past 52 weeks [3] Financial Results - Following the release of better-than-expected Q1 results, FedEx's stock gained 2.3%. The company's overall topline grew 3.1% year-over-year to $22.2 billion, exceeding expectations by 2.2% [4] - FedEx's adjusted EPS for the quarter increased 6.4% year-over-year to $3.83, beating consensus estimates by 4.9%. The company aims to achieve permanent cost reductions of $1 billion [5] Future Expectations - For the full fiscal 2026, analysts expect FedEx to deliver an adjusted EPS of $17.97, reflecting a 1.2% year-over-year decline. The company has a mixed earnings surprise history, surpassing estimates three times in the past four quarters [6] - The consensus rating among 30 analysts is a "Moderate Buy," with 15 "Strong Buys," two "Moderate Buys," 11 "Holds," and two "Strong Sells" [6] Analyst Sentiment - The current analyst sentiment is less optimistic compared to three months ago, when 18 analysts recommended "Strong Buy." Recently, Wells Fargo analyst maintained an "Equal-Weight" rating and raised the price target from $250 to $280 [7]