FedEx Corporation (FDX)
The Big 3: FDX, UPS, LULU
Global shipping and retail take focus for Joel Hawthorne in today's Big 3. He explains why he leans bearish on FedEx (FDX), UPS Inc. (UPS) and Lululemon (LULU) and offers example options trades for each company.
FedEx Stock's Sell-Off Drags Down UPS. Is the High-Yield Dividend Stock a Buy Now?
Shares of FedEx (FDX -0.84%) hit a new 52-week low on March 21 after the company reported fiscal third-quarter earnings and trimmed its full-year guidance again. Shares of rival package delivery company United Parcel Service (UPS -1.18%) also fell on the news, and then sold off by another 5.1% on March 25 in apparent response to Bank of America analyst Ken Hoexter's downward revision of his forecast for the logistics giant.
FedEx Stock Hits 52-Week Low. Is the Dividend Stock a Buy Now?
FedEx (FDX -0.84%) hit a 52-week low on March 21 after reporting earnings and slashing its full-year guidance. However, the stock has since recovered nearly all of the losses from that sell-off -- although FedEx is still down over 14% in the past year at the time of this writing.
How Should Investors Approach FDX Stock Post Q3 Earnings Miss?
With FDX stock moving south, here we assess if it is a buy at current levels.
Stock Of The Day: Does 'Good Action' In FedEx Mean A Move Higher?
FedEx Corporation FDX is trading higher on Monday after the stock fell by almost 6.5% on Friday.
FedEx: Post-Earnings Correction Is A Buying Opportunity
FedEx's revenue outlook is mixed, with macro and tariff-related headwinds offset by strong pricing and growth in high-margin markets like healthcare and e-commerce. The company's DRIVE program and network optimization efforts are expected to deliver solid cost savings and help margins. Valuation is lower than historical and when we look at upcoming catalysts like Freight spin off, cost reduction, and growth in profitable verticals, risk-reward looks attractive.
Rising E-Commerce Sales May Spark a Stock Breakout—What to Buy
After the latest round of economic data hit every professional trader's desk, the moves were made into three distinct names in the retail sector. The moves were backed by leading growth in retail sales data pointing to a breakout in non-store retailers, otherwise known as the E-commerce companies of the economy.
FedEx Cut Its Outlook Again. Should Investors Worry?
FedEx (FDX -6.49%) stock dropped more than 6% on Friday. This came after the company released earnings Thursday afternoon.
FedEx: Cheap, But Comes With Baggage
The stock trades at an attractive 7.7x cash flow and 14.4 P/E, yet I remain cautious as weak demand in B2B and priority services could push prices lower. On the positive side, I see potential in the DRIVE cost-cutting plan, which saved $600M this quarter and is targeting $2.2B in annual savings in fiscal 2025. Additionally, I anticipate long term benefits if US tariffs improve domestic manufacturing, though I'm skeptical about the scale and timing of such a shift.
FedEx Corp.: Management's Optimism Has Gone Too Far (Rating Downgrade)
FedEx's Q3 report showed mixed results with a top-line beat but a bottom-line miss, leading to another lowered FY25 guidance due to macroeconomic challenges. Management's bullish tone contrasts with continuous guidance cuts, raising concerns about their credibility and the effectiveness of initiatives like DRIVE and Network 2.0. The Freight spinoff remains on track, offering a potential long-term investment opportunity, but the current stock is overvalued and faces significant headwinds.
FedEx's Plunge Could Make This An Epic Buying Opportunity
FedEx shares fell 7% after Q3 FY 2025 earnings missed expectations and guidance was reduced, despite revenue exceeding forecasts. Despite disappointing results, I see this as a fantastic buying opportunity, upgrading FedEx to a 'Strong buy' due to its undervaluation. The DRIVE initiative is expected to save $4 billion in costs by 2025, enhancing long-term profitability.
FedEx: Another Earnings Stock Price Crash
FedEx's recent earnings missed expectations, leading to a 9% drop in stock price, highlighting recurring post-earnings volatility. Despite 12% operating income growth, $600 million in cost reductions were offset by $450 million in headwinds, reflecting industrial weakness. Lowered FY25 guidance includes a $400 million revenue pressure and adjusted EPS down by $1.00-$1.40, driven by international and industrial demand uncertainties.
