Analysts are intrested in these 5 stocks: ( (FDX) ) and ( (XPEV) ). Here is a breakdown of their recent ratings and the rationale behind them.
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FedEx is back on investors’ radar after a strong quarter that beat Wall Street expectations and prompted HSBC’s Parash Jain to upgrade the stock from Reduce to Hold. The target price was raised to $360 as FedEx lifted its profit outlook on better U.S. and international express volumes, stronger pricing, and disciplined cost cuts, even as freight trends stay soft.
The company now sees faster revenue and earnings growth for FY26, with guidance sitting above consensus and showing confidence that recent momentum can carry into the next quarter. Management also highlighted that exposure to the Middle East conflict is limited, while easing capacity pressure in global air freight and market-share gains in Europe point to further support, though any fuel or demand shock could still cap upside.
XPeng has just crossed a major milestone by posting its first-ever quarterly net profit, helped by strong delivery growth, higher-margin models, and fast-rising service revenues. Even so, analyst Bo Pei at US Tiger Securities downgraded the stock from Outperform to Hold and cut the price target to $20, arguing that the near-term growth picture looks more cautious.
Guidance for early 2026 signals a sharp year-on-year drop in deliveries and revenue, with management expecting a rebound only in the second half as new SUV models roll out. XPeng is also planning heavy AI-related R&D spending on autonomous driving, robotaxis, and robotics, which strengthens its long-term story but is likely to weigh on margins and delay a more meaningful profit upswing, keeping some investors on the sidelines for now.