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FedEx price target lowered to $297 from $311 at UBS

UBS lowered the firm’s price target on FedEx (FDX) to $297 from $311 and keeps a Buy rating on the shares. FedEx reported an upside Q4 earnings report, but there was a lack of clarity in the fiscal 2026 outlook due to lack of visibility on macro and trade, the analyst tells investors in a research note. The tariff headwind expected in Q1, which appears to be driven predominately by the elimination of the de minimis exemption, is larger than the firm expected.

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