Rosa: FedEx is a cheap stock, but patience is needed
Portfolio Pulse from
Ariel Rosa from Citi has provided a nuanced analysis of FedEx (FDX), suggesting the stock is undervalued but requires investor patience. The analyst highlighted macroeconomic headwinds, freight sector risks, and broader industrial weakness as current challenges. Despite these short-term obstacles, Rosa implies potential long-term investment value.
March 21, 2025 | 11:45 am
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Citi analyst Ariel Rosa cut the stock rating but emphasized FedEx's long-term investment potential amid current economic challenges.
The analyst's commentary suggests FedEx is experiencing near-term challenges but has underlying value. The neutral score reflects balanced short-term outlook with potential long-term upside.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 100