FDX FedEx Corporation Loading... : Bullish and Bearish Analyst Opinions
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21:23
Sep 02
Sep 02
FedEx Freight Holding Company terminated Executive Vice President Michael B.
FedEx Freight Holding Company terminated Executive Vice President Michael B. Lyons after an internal investigation found a code of conduct violation that did not affect financial reporting or performance.
20:13
Sep 01
Sep 01
Oil spike pressures transportation stocks.
The oil-price spike is hitting transportation stocks hardest; Old Dominion Freight Line is down about 6%, while peers CSX, Union Pacific and FedEx are also pressured, and the transportation basket is down nearly 3% as fuel costs and economic toll rise.
MED
20:00
Sep 01
Sep 01
Oil prices are spiking rapidly, with WTI crude crossing $90 and USO over $140. Surging fuel costs directly compress margins for logistics and shipping companies like FedEx. Short FDX, as the community notes the broader market has been slow to price in the negative impact of the oil spike on the stock. The market remains irrational and ignores the fundamental margin compression, delaying the expected selloff.
LOW
17:34
Aug 21
Aug 21
FedEx and UPS received $2.7B in government contract modifications through 2030.
FedEx and UPS received $2.7B in government contract modifications through 2030, but the Seeking Alpha Quant rating is a HOLD, so this is a factual research summary without a directional call.
01:53
Aug 13
Aug 13
Tariff refunds totaling billions are being distributed to major U.S.
Tariff refunds totaling billions are being distributed to major U.S. companies like Apple, Nike, FedEx, Amazon, and General Motors, boosting their quarterly earnings and with FedEx planning to pass refunds to customers.
23:30
Aug 07
Aug 07
AI drives volume and efficiency growth.
AI acts as a differentiator for FedEx by enabling more visibility and predictability for customers, which drives greater volume and package shipments. The company has become the largest healthcare transportation provider as a result, and its network transformation allows it to handle more volume with 30% less capacity, fueling growth while adding jobs.
HIGH
20:37
Aug 04
Aug 04
Watch freight names on fuel-cost headwinds
Watch FDX, UPS, KNX, and JBHT for diesel/jet-fuel cost headwinds, partly mitigated by fuel surcharges; no author position or short call.
MED
12:00
Aug 04
Aug 04
The company flagged approximately $20 million of upward pressure from logistics and energy costs, but has implemented a mitigation playbook including targeted pricing actions, seeing no near-term risk to supply or output. — While this is a modest cost increase for Qnity, it signals broader inflationary pressures in logistics and energy that could impact other companies with similar exposure.
MED
21:00
Aug 03
Aug 03
Inflationary pressures are now spreading beyond just commodity inputs to broader supply chain categories like ocean freight, trucking, and other logistics expenses, making the overall $200M inflation estimate for FY2027 more persistent and less predictable. — This signals that inflation is becoming a broader logistics issue, which could translate into higher freight costs for shippers and pricing power for logistics providers.
MED
18:09
Jul 30
Jul 30
FedEx announces expansion of its collaboration with Dexterity to deploy AI robots at its.
FedEx announces expansion of its collaboration with Dexterity to deploy AI robots at its Hagerstown hub in Maryland.
14:00
Jul 30
Jul 30
Transportation costs are rising meaningfully due to diesel surcharges and demand, alongside oil-based products like foam used in products. — Indicates freight cost inflation is a headwind for manufacturers, which could indicate stronger pricing power for transportation and logistics providers.
MED
11:30
Jul 29
Jul 29
Freight costs are a $300M headwind, driven by Middle East conflict and domestic transport shortages, causing logistics delays and delivery disruptions. — Persistent freight inflation and capacity constraints suggest continued pricing power for logistics providers and potential cost pass-through pressures for manufacturers.
MED
10:00
Jul 23
Jul 23
Tractor Supply's final-mile delivery volume in H1 2026 already matched all of 2025's total, accelerating rollout ahead of schedule and improving economics as scale grows. — Rapid organic build of last-mile capability could reduce Tractor Supply's reliance on third-party parcel carriers for bulky rural deliveries, potentially pressuring volumes for FedEx and UPS in that niche.
MED
23:46
Jul 21
Jul 21
Buy FedEx and its freight spin-off.
FedEx, run by Raj Subramaniam, is executing well and should be owned into the holiday season. The spin-off FedEx Freight is terrific because it can cut costs and focus better. Cramer kept both positions in his charitable trust.
MED
23:41
Jul 21
Jul 21
Holiday catalyst and freight spinoff
FedEx, led by CEO Raj Subramaniam, is a buy into the holiday season, and the planned spinoff of FedEx Freight will unlock value and improve focus.
MED
00:04
Jul 21
Jul 21
Comprehensible non-tech, buy on dips.
FedEx is a high-quality, comprehensible non-tech company that is not subject to Chinese AI rumors. It can be bought with confidence on dips, and today was a day to buy it.
MED
23:55
Jul 20
Jul 20
Rotate to non-tech, buy on weakness
Turn away from tech and rotate into high-quality, comprehensible non-tech companies that are not subject to AI/China rumors. Names like Goldman Sachs, Wells Fargo, FedEx, Honeywell Aerospace, Boeing, and GE can be bought confidently on weakness and offer lower volatility.
HIGH
19:10
Jul 10
Jul 10
FedEx announces pricing for cash tender offers targeting up to 4.1 billion dollars in notes.
19:00
Jul 09
Jul 09
UPS and FedEx shares fell after an analyst warned that Amazon's growing third-party delivery.
UPS and FedEx shares fell after an analyst warned that Amazon's growing third-party delivery services pose a risk to traditional shipping firms.
23:42
Jul 08
Jul 08
Buy FedEx on pullback.
FedEx's pullback is a buying opportunity; strong demand, cost initiatives, cheap valuation below 18x forward earnings, and conservative guidance likely to be beaten.
HIGH
13:32
Jul 01
Jul 01
FedEx agreed to sell a supply chain subsidiary to French container shipping company CMA CGM.
FedEx agreed to sell a supply chain subsidiary to French container shipping company CMA CGM Group in a deal valued at 1.4 billion dollars.
04:16
Jul 01
Jul 01
CMA CGM is nearing a 1.4 billion dollar deal to acquire FedEx's logistics unit according.
CMA CGM is nearing a 1.4 billion dollar deal to acquire FedEx's logistics unit according to the Financial Times.
17:46
Jun 30
Jun 30
The author reports daily performance of stocks on a focus list without stating any.
The author reports daily performance of stocks on a focus list without stating any forward-looking position or trade idea.
LOW
20:22
Jun 25
Jun 25
FedEx Freight is pursuing new business in data center infrastructure, grocery.
FedEx Freight is pursuing new business in data center infrastructure, grocery, and health care sectors to chart its future as a newly independent company.
20:30
Jun 24
Jun 24
FedEx shares fell after the delivery giant reported lower margins in its core segment.
FedEx shares fell after the delivery giant reported lower margins in its core segment, fueling doubts about its future following the spinoff of its profitable trucking unit.
19:09
Jun 24
Jun 24
FedEx reported full-year adjusted EPS of $20.24 and a $1B buyback plan.
FedEx reported full-year adjusted EPS of $20.24 and a $1B buyback plan, but the tweet is a neutral research summary with no explicit author position or forward call.
17:31
Jun 24
Jun 24
FedEx well-positioned for growth.
FedEx is well positioned after spinning off its truckload business to focus on its core parcel operations; second-half revenue growth is forecast at 17-20%, even though near-term model confusion and post-outperformance profit-taking are creating a pullback.
MED
12:23
Jun 24
Jun 24
Freight spinoff unlocks value
Separating the freight business into a separately traded stock will unlock value for FedEx shareholders, continuing the company's pattern of value creation through cost cutting, buybacks, and efficiency.
MED
12:00
Jun 24
Jun 24
Premarket movers include Alphabet rising on Dow replacement news.
Premarket movers include Alphabet rising on Dow replacement news, Cerebras falling on disappointing forecast, FedEx dropping on earnings miss, FuelCell Energy surging on data center deal, Hertz slumping on update, Twilio rising on Goldman Sachs buy rating, and Wendy's climbing on social media buzz.
11:46
Jun 24
Jun 24
Pre-market movers show Mag 7 stocks mixed with HTZ falling 20.5% on a share offering.
Pre-market movers show Mag 7 stocks mixed with HTZ falling 20.5% on a share offering and disappointing guidance while TTWO rises 3% on GTA 6 pre-order news.
About FDX Analyst Coverage
Buzzberg tracks FDX (FedEx Corporation) across 21 sources. 24 bullish vs 5 bearish calls from 51 analysts. Sentiment: predominantly bullish (22%). 88 total trade ideas tracked. Past 7 days: 2 bearish, 1 watch. Latest voices: FirstSquawk, Jess Menton, r/wallstreetbets community.