FedEx Stock: Analyst Ratings & Earnings Preview
- FedEx (FDX) is scheduled to announce its Q4 2025 earnings Tuesday after the market closes.
- Of the 14 analysts surveyed by Visible alpha, 12 rate FedEx as a "buy," while the remaining two recommend a "hold." Their average price target is $281, representing...
- Revenue for the quarter is projected to decrease slightly, just over 1%, year-over-year to $21.82 billion.
Get the inside scoop on FedEx (FDX) as the company prepares to announce its Q4 2025 earnings. Even though generally bullish, analysts are mixed on the shipping giant, looking to see if the improved profit outlook will continue. revenue might dip slightly, but the projected increase in earnings per share is the key to watch. This FedEx earnings report will reveal how the company navigates tariffs and a softening economy. Discover the concerns of UBS and Morgan Stanley regarding tariffs and the future, impacting 2026 performance. News Directory 3 is staying on top of the key indicators. investors will also be watching the company’s cost-cutting efforts. Discover what’s next …
FedEx Earnings Preview: Analysts Mixed Ahead of Q4 Report
Updated June 22, 2025
FedEx (FDX) is scheduled to announce its Q4 2025 earnings Tuesday after the market closes. Analysts are generally positive on the shipping giant’s stock, despite some concerns about future challenges. the FedEx earnings report will provide insights into the company’s performance amid a complex economic landscape, with potential impacts from tariffs and other factors.
Of the 14 analysts surveyed by Visible alpha, 12 rate FedEx as a “buy,” while the remaining two recommend a “hold.” Their average price target is $281, representing a potential 24% increase from Friday’s closing price.However, the stock has declined nearly 20% year-to-date.
Revenue for the quarter is projected to decrease slightly, just over 1%, year-over-year to $21.82 billion. However, adjusted earnings per share (EPS) are expected to climb more than 8% to $5.88, reflecting the company’s ongoing cost-reduction initiatives. This improved profit outlook is a key factor for investors to watch.
In the previous quarter,FedEx missed expectations and lowered its full-year guidance for the third consecutive quarter,citing a “very challenging operating surroundings.” The company’s ability to navigate these challenges will be closely scrutinized in the upcoming report.
Tariff Concerns and Future Outlook
UBS analysts recently lowered their price target for FedEx from $331 to $311, anticipating weaker volume and revenue growth in 2026, along with reduced margin improvements for both Federal Express (FEC) and Freight. The potential impact of tariffs on demand is a significant concern.
morgan stanley analysts, who have an “underweight” rating and a $200 price target, anticipate FedEx will fall short of Q4 estimates. They cite “inflationary pressures, one fewer operating day, tariff-related volume headwinds, and [business-to-business] weakness.” they also suggest that the fiscal year 2026 outlook will be more critical for the stock than the Q4 results themselves.
What’s next
Investors will be watching closely to see if FedEx can deliver on its cost-cutting promises and navigate the challenges posed by tariffs and a slowing global economy. the company’s guidance for fiscal year 2026 will be especially significant.
