Core Insights - FedEx Corporation is recognized as one of the best all-time high stocks to buy according to Wall Street, with analysts raising price targets significantly [1][2] Group 1: Analyst Ratings and Price Targets - Stifel analyst J. Bruce Chan raised the price target on FedEx to $412 from $328, maintaining a Buy rating after the company's Investor Day [1] - Morgan Stanley analyst Ravi Shanker increased the price target to $220 from $210, indicating a shift in growth dynamics post-2027 [2] Group 2: Strategic Roadmap and Financial Targets - At the 2026 Investor Day, FedEx outlined its strategic roadmap aiming for $98 billion in revenue, $8 billion in operating income, and an 8% operating margin by 2029 [3] - The company plans to focus on premium growth in high-margin verticals, enhance digital and AI capabilities, and transform its network for improved profitability [3] Group 3: Market Context and Challenges - FedEx is emerging from a challenging period in the parcel market, influenced by a 3.5-year freight cycle softness and post-COVID e-commerce normalization [1] - The company is addressing structural challenges in the industry, which are expected to become more prominent after the implementation of Network 2.0 in early 2027 [2]

Market Overview - The market reaction to the Supreme Court ruling against Liberation Day tariffs was relatively muted, indicating ongoing investor uncertainty [2][4]. - The Dow Jones Industrial Average ended the day up by about 0.5%, while the S&P 500 increased by approximately 0.7% [7]. - The Russell 2000, which includes small-cap stocks, finished unchanged, reflecting a divergence in market performance [8]. Sector Performance - The communications services sector was the biggest gainer, up by about 2.7%, driven by Alphabet [9]. - Energy and healthcare sectors were the only ones to finish in the red, with energy down about 0.7% and healthcare down about 0.3% [10]. - Overall, 334 names in the S&P 500 saw gains, with 169 declining [8]. Individual Stock Highlights - FDX (Comfort Systems) was the top gainer in the S&P 500, hitting an all-time high with a gain of about 6.5% [11]. - General Electric also reached an all-time high, closing up about 2.5% [13]. - Alphabet was the top gainer in the NASDAQ 100, increasing by about 4%, as the company explores new markets for its AI chips [15]. Company-Specific News - Blue Owl shares fell by 4% due to concerns over liquidity in private credit, following the restriction of withdrawals from one of its funds [17]. - Wal-Mart's stock decreased by 1.5% after a recommendation cut from HSBC, despite solid fourth-quarter results [20]. - CoreWeave shares dropped by 8% amid fears regarding financing for a $4 billion data project [22].

Financial giants have made a conspicuous bullish move on FedEx. Our analysis of options history for FedEx (NYSE:FDX) revealed 18 unusual trades.Delving into the details, we found 44% of traders were bullish, while 11% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $409,710, and 13 were calls, valued at $695,323.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between ...

FedEx package moves on a conveyor in a logistics hub, underscoring shipping demand and transport stock performance. Key Points The planned separation of the freight business is expected to unlock significant shareholder value by removing the conglomerate discount. Network integration and fleet modernization are driving structural cost reductions while improving operational efficiency across the board. A strategic acquisition in Europe is positioning the company to capture global e-commerce growth throu ...

FedEx Corporation (FDX) operates a global network for express shipping, ground transportation, freight forwarding, and logistics support. Headquartered in Memphis, Tennessee, it coordinates global delivery and e-commerce activities. The company has a market capitalization of $88.24 billion. Based on strong analyst sentiment regarding FedEx’s strategic success, the company has the potential to capitalize on growing demand for logistics and delivery services. Over the past 52 weeks, the stock has gained 43 ...

FedEx delivered its bluntest message yet about its approach toward fast fashion and other low-cost parcel shippers at last week’s Investor Day event, doubling down on its shift in recent years toward more high-margin B2B logistics relationships and premium direct-to-consumer shipments. E-commerce sellers looking for cheap, no-frills home delivery: Goodbye. And B2C retailers with more specialized needs for high-quality shipping and reliability? Be ready to pay a larger premium and lots of surcharges. “Ou ...

Core Insights - The London Company Large Cap Strategy reported a 0.4% return in Q4 2025, underperforming the Russell 1000 Index which rose by 2.4% [1] - The economic environment heading into 2026 presents a mix of confidence and doubt, impacting investor sentiment [1] Group 1: Performance Overview - US equities experienced their third consecutive quarter of higher returns, with the Russell 3000 Index increasing by 2.4% [1] - The London Company Large Cap portfolio faced headwinds from volatility factors and concentrated market leadership [1] Group 2: FedEx Corporation Highlights - FedEx Corporation (NYSE:FDX) was identified as a top performer, benefiting from improved revenue quality, disciplined pricing, and cost savings [3] - As of February 17, 2026, FedEx's stock closed at $375.30, with a one-month return of 22.27% and a twelve-month increase of 40.63% [2] - FedEx has a market capitalization of $88.554 billion, indicating its significant presence in the market [2] Group 3: Investment Sentiment - Despite FedEx's strong performance, it is not among the 30 most popular stocks among hedge funds, with 60 hedge fund portfolios holding it at the end of Q3 2025, down from 67 in the previous quarter [4] - The company is viewed as a potential investment, but certain AI stocks are considered to offer greater upside potential with less downside risk [4]

Group 1 - The event is hosted by Jenifer Hollander, Vice President of Investor Relations, indicating a focus on engaging with investors [1] - The company is addressing participants both in-person and online, highlighting its commitment to investor relations and communication [1] Group 2 - The company reminds participants that certain statements may be forward-looking, which are subject to various factors that could lead to actual results differing from expectations [2] - Additional information is available through press releases, suggesting transparency and a proactive approach to investor communication [2]

Core Insights - FedEx is entering a "new era of value creation" with a focus on financial discipline, network optimization, and technology to achieve its 2029 goals [1] - The company projects a 4% annual revenue growth to $98 billion (excluding FedEx Freight) by 2029, with $8 billion in operating income and $6 billion in adjusted free cash flow [1] Group 1: Market Context - The company is responding to a slower parcel market, normalized e-commerce demand, uneven global trade, and increased delivery options for large customers [2] - The emphasis has shifted from revenue growth to improving returns [2] Group 2: Operational Strategy - FedEx plans to monetize its existing network more effectively rather than expanding it, with a focus on margin expansion, operating income growth, and achieving a targeted 11% return on invested capital (ROIC) [3] - Capital expenditures are targeted to remain near 4% of revenue, with aircraft capex capped at $1 billion annually [3] Group 3: Cost Management - The company aims to remove $4 billion in structural costs through operational integration, combining Express and Ground under a unified "One FedEx" structure [4] - This integration will involve consolidating facilities, linehaul, procurement, and capital planning [4] Group 4: Execution Challenges - The integration of Express and Ground presents challenges due to their different operational models and cost structures, making customer disruption a significant concern [5] Group 5: Cost Savings and Efficiency - FedEx's DRIVE program is expected to deliver over $4 billion in structural cost savings across fiscal years 2024 and 2025, with an additional $1 billion in permanent savings anticipated by the end of 2026 [6] - The company aims to push capital expenditures to a record-low share of revenue as Network 2.0 scales [6] Group 6: Data and Procurement - Establishing key performance indicators (KPIs) and measuring operational and financial results are crucial for better business decisions [7] - A centralized procurement function is being implemented to leverage FedEx's purchasing power, along with centralized capital allocation for major projects [8]

Aberdeen to vote against $9.2 billion FedEx-led InPost takeover | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A woman stands at an InPost locker with an ASOS package at her feet in Hackney, London, Britain, January 26, 2021. REUTERS/Simon Newman/File Photo [Purchase Licensing Rights, opens new tab]Feb 16 (Reuters) - British money manager Aberdeen [(ABDN.L), opens new tab] will vote against the proposed 7.8 billion euro ($9.25 bil ...