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    Is FedEx (FDX) Undervalued As Raised 2026 Guidance Follows Strong Earnings?

    Simply Wall St·11/08/2026 23:25:15
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    FedEx (FDX) has just paired fresh earnings with a reset outlook, reporting higher sales for the third quarter and four month period while lifting full year 2026 revenue and EPS guidance.

    FedEx shares trade at US$308.14 after a 1-day share price return that declined 2.73% and a 7-day return that eased 1.64%. The 1-month share price return of 5.63% and 1-year total shareholder return of 48.48% suggest momentum has built over time, supported by the raised 2026 guidance and the incoming CFO appointment in late October 2026, which is reshaping how investors weigh growth potential against execution risk.

    Compare the earnings-driven momentum around FedEx with other logistics and transportation plays by exploring our curated list of 38 high quality undervalued stocks that feature resilient cash flows and stronger balance sheets.

    FedEx now carries a long run of gains paired with a softer recent pullback. Are investors reacting to changing sentiment around the guidance and CFO hire, or to what the latest earnings actually imply for value?

    Most Popular Narrative: 13% Undervalued

    FedEx closed at $308.14, while the most followed narrative places fair value closer to $355, so the gap between price and story remains wide and very specific about what needs to go right.

    The main factor that has to go right is successful execution of FedEx's technology and automation agenda, including AI driven tools, digital platforms, and physical automation that management is deploying across its global network.

    Expansion of data and AI driven tools such as delivery time window tightening, aircraft maintenance efficiency and computer vision surcharge capture is turning FedEx's large first party data set into a driver of higher revenue per shipment and leaner operating costs, which feeds directly into operating income and margin structure.

    See why 102 investors see FedEx as 13% undervalued.

    Result: Fair Value of $355.10 (UNDERVALUED)

    Still, FedEx faces real pressure if premium verticals underdeliver or if renewed weakness in industrial shipping undercuts the margin and free cash flow story.

    Find out about the key risks to this FedEx narrative.

    Next Steps

    Mixed sentiment around FedEx only matters if you test it against the numbers yourself. Move quickly, review both sides of the story, and weigh the 1 key reward and 3 important warning signs.

    Looking for more investment ideas beyond FedEx?

    If you stop with FedEx, you only see part of the opportunity set. Broaden your research and let high quality screeners point you toward fresh ideas.