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Street View: Bullish calls give FedEx momentum in a messy macro environment

ReutersMar 20, 2026 3:30 PM

FedEx FDX.N said on Thursday that global demand has remained steady in early March despite the conflict in Iran and added that fuel surcharges are helping protect its profit margins from rising fuel prices.

Shares of the company were up 1.5%

DELIVERED AGAIN

TD Cowen ("buy," PT: $426) says FedEx is benefiting from "high-quality business wins" and continued progress on revenue‑quality initiatives that are lifting yields and helping offset macro headwinds, including Middle East disruptions and higher compensation costs

Raymond James ("outperform," PT: $415) believes "the recently announced spin-out of FedEx Freight into a standalone company should serve as a value-unlocking event and will put more scrutiny on the operations of the Freight segment"

Wells Fargo ("overweight," PT: $450) says FedEx's Express unit "delivered again," citing stronger-than-expected volume, pricing and margins; notes that transformation benefits are emerging as the company now expects about $1 billion in cost savings this year

Morningstar (fairvalue: $272) says will watch how rising oil prices and continued tensions in the Middle East feed through to shipping costs in the coming weeks

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

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