Do You Believe in the Upside Potential of FedEx Corporation (FDX)?

In its third-quarter 2025 capitalist letter, Ariel Global Fund highlighted stocks specified arsenic FedEx Corporation (NYSE:FDX). Founded successful 1971, FedEx Corporation (NYSE:FDX) provides transportation, e-commerce, and concern services.  The one-month instrumentality of FedEx Corporation (NYSE:FDX) was 9.89%, and its shares mislaid 8.66% of their worth implicit the past 52 weeks. On November 18, 2025, FedEx Corporation (NYSE:FDX) banal closed astatine $263.08 per share, with a marketplace capitalization of $62.075 billion.

Ariel Global Fund stated the pursuing regarding FedEx Corporation (NYSE:FDX) successful its 3rd 4th 2025 capitalist letter:

"We addedFedEx Corporation (NYSE:FDX), a planetary person successful bundle delivery, operating successful a stable, competitory marketplace alongside UPS. Despite macro uncertainty, nether caller enactment the institution has made advancement improving margins done outgo efficiencies. A large catalyst is the planned spin-off of FedEx Freight (LTL) by June 2026, which could unlock important worth fixed LTL peers commercialized astatine overmuch higher valuations. This determination besides volition let FedEx to sharpen its absorption connected the halfway transportation business, wherever borderline improvements could assistance adjacent the spread with UPS. Additional catalysts see the upcoming day of the United States Postal Service declaration termination successful October 2025, clarity connected tariffs, and a imaginable cyclical recovery. While risks specified arsenic economical slowdown and tariff impacts remain, we deliberation FedEx offers upside done operational improvements, portfolio simplification, and the imaginable for a re-rating arsenic capitalist assurance builds."

FedEx Corporation (NYSE:FDX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 67 hedge money portfolios held FedEx Corporation (NYSE:FDX) astatine the extremity of the 2nd quarter, up from 62 successful the erstwhile quarter. In the archetypal 4th of 2026, FedEx Corporation’s (NYSE:FDX) revenue increased by 3% year-over-year, driven by spot successful its U.S. home bundle services. While we admit the imaginable of FedEx Corporation (NYSE:FDX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.