Jim Cramer sees an additional 25% upside for our newest stock due to this catalyst

Cnbc · May 26, 2026 · 508 words · By Alexa LoMonaco

Stock Market Optimism Corporate Restructuring Competitive Analysis

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What to know about Stock Market Optimism

Jim Cramer thinks FedEx stock can go even higher after the delivery giant separates its freight business.

Claims checked 13

Techniques found 3

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Jim Cramer thinks FedEx stock can go even higher after the delivery giant separates its freight business.

Why it matters

"This thing is going to be worth dramatically more after the spin-off," Jim said Tuesday on CNBC.

Common ground

"You're going to say, 'Why isn't this stock at $500?'" That level implies roughly 25% upside from current levels.

Perspective signals

The tension in the story is sharpened by Loaded Language, Exaggeration / Hyperbole, Manufactured Consensus: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Stock Market Optimism story?
What evidence would most clearly confirm or weaken the claim that FedEx's third-party logistics segment 'is about a $2 billion business,' Subramaniam told Jim?
How does this story connect Stock Market Optimism with Corporate Restructuring over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/26/jim-cramer-sees-an-additional-25percent-upside-f…

psychologyPropaganda Techniques Detected

eFinder identified 3 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 80% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Exaggeration / Hyperbole 70% confidence

Overstating facts or claims to create a stronger emotional response.

Why it matters: Recognizing exaggeration / hyperbole helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Manufactured Consensus 60% confidence

Creating an illusion of widespread agreement that does not exist.

Why it matters: Recognizing manufactured consensus helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 13 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 3

info Single Source 3

check_circle Corroborated 3

verified Verified By Reference 2

verified Verified 1

help Insufficient Evidence 1

verified

Claim 1: “FedEx's third-party logistics segment 'is about a $2 billion business,' Subramaniam told Jim”

VERIFIED

The claim is directly supported by a cross-reference from CNBC and mentioned in the context of the CEO's statements.

travel_explore

web search NEUTRAL — In the world of retail and ecommerce, the last mile of the supply chain has never been more critical. With consumers demanding faster, cheaper, and more convenient delivery options, businesses are und…
https://www.marketingscoop.com/consumer/fedex-third-party-de…

travel_explore

web search NEUTRAL — Top Searches. All FedEx international and domestic services to, from, and within Russia are suspended until further notice.
https://www.fedex.com/en-ru/home.html

travel_explore

web search NEUTRAL — FedEx Corporation, originally known as Federal Express Corporation, is an American multinational conglomerate holding company specializing in transportation, e-commerce, and business services.
https://en.wikipedia.org/wiki/FedEx

+ 1 more evidence source

help

Claim 2: “FedEx has pegged that service at roughly a $7 billion addressable transportation opportunity”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to support the $7 billion addressable market figure.

schedule

Claim 3: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 4: “You're not getting a steal at 20 times earnings”

VERIFIED BY REFERENCE

The provided Wikipedia entries for FedEx are general company descriptions and do not contain current P/E ratio or earnings multiples.

menu_book

wikipedia NEUTRAL — FedEx Express Flight 80 was a scheduled cargo flight from Guangzhou Baiyun International Airport, China, to Narita International Airport, Japan, operated by FedEx Express. At 06:48 JST (UTC+09:00) on…
https://en.wikipedia.org/wiki/FedEx_Express_Flight_80

menu_book

wikipedia NEUTRAL — The FedEx Cup is the championship trophy for the PGA Tour. Its introduction in 2007 marked the first time that men's professional golf had a playoff system. Since its inception, the competition has b…
https://en.wikipedia.org/wiki/FedEx_Cup

menu_book

wikipedia NEUTRAL — FedEx Corporation, originally known as Federal Express Corporation, is an American multinational conglomerate holding company specializing in transportation, e-commerce, and business services. The com…
https://en.wikipedia.org/wiki/FedEx

info

Claim 5: “FedEx... has already climbed 38% year to date”

SINGLE SOURCE

Only one specific source (Intellectia.AI quoting Jim Cramer) mentions the 38% year-to-date climb. Other stock price results provide general info but do not confirm this specific percentage.

menu_book

wikipedia NEUTRAL — FedEx Express is an American cargo airline based in Memphis, Tennessee, United States. As of 2023, it was the world's largest cargo airline in terms of fleet size and freight tons flown. It is the nam…
https://en.wikipedia.org/wiki/FedEx_Express

+ 3 more evidence sources

check_circle

Claim 6: “The company transports semiconductors, servers, and other sensitive equipment used in data centers”

CORROBORATED

Multiple sources confirm FedEx's involvement in transporting sensitive AI data center equipment, specifically mentioning semiconductors and servers.

travel_explore

web search NEUTRAL — May 12, 2026 ... At FedEx, we combine logistics expertise with advanced technology to build smarter solutions for these growing needs. We have developed custom ...
https://www.fedex.com/en-jp/business-insights/tech-innovatio…

travel_explore

web search NEUTRAL — Jul 8, 2022 ... The News: FedEx announced it will shutter its data centers and mainframe computer systems by 2024, as the logistics and package delivery ...
https://futurumgroup.com/insights/fedex-data-centers-mainfra…

travel_explore

web search NEUTRAL — May 7, 2026 ... The equipment that powers an AI data center is both highly valuable and highly sensitive. Servers, semiconductors, and GPUs contain tightly ...
https://www.fedex.com/en-jp/business-insights/tech-innovatio…

check_circle

Claim 7: “FedEx is projected to generate over $93 billion in its fiscal year ending in May, according to FactSet”

CORROBORATED

The specific figure of over $93 billion in revenue for the fiscal year ending in May, attributed to FactSet, is reported by multiple independent sources including CNBC and other news snippets.

menu_book

wikipedia NEUTRAL — The 2002 FedEx Championship Series season, the twenty-fourth in the Championship Auto Racing Teams (CART) era of American open-wheel car racing, consisted of 19 races, beginning in Monterrey, Mexico …
https://en.wikipedia.org/wiki/2002_CART_FedEx_Championship_S…

menu_book

wikipedia NEUTRAL — The Cessna 408 SkyCourier is an American utility aircraft designed and built by the Cessna division of Textron Aviation. It was launched on November 28, 2017, with an order for 50 from FedEx Express, …
https://en.wikipedia.org/wiki/Cessna_408_SkyCourier

menu_book

+ 4 more evidence sources

verified

Claim 8: “Wells Fargo described the FedEx Freight split as a compelling 'self-help' story in an improving trucking market”

VERIFIED BY REFERENCE

Search results mention Wells Fargo in the context of a guarantor and a general spin-off of the Freight unit, but do not contain the specific 'self-help story' quote.

menu_book

wikipedia NEUTRAL — A courier is a person or organization that delivers a message, package or letter from one place or person to another place or person. Typically, a courier provides their courier service on a commercia…
https://en.wikipedia.org/wiki/Courier

menu_book

wikipedia NEUTRAL — FedExForum is a multi-purpose indoor arena located in Downtown Memphis, Tennessee. It is the home of the Memphis Grizzlies of the National Basketball Association (NBA) and the NCAA Division I men's ba…
https://en.wikipedia.org/wiki/FedExForum

menu_book

wikipedia NEUTRAL — Memphis International Airport (IATA: MEM, ICAO: KMEM, FAA LID: MEM) is a civil–military airport located seven miles (11 km) southeast of downtown Memphis in Shelby County, Tennessee, United States. It…
https://en.wikipedia.org/wiki/Memphis_International_Airport

+ 3 more evidence sources

check_circle

Claim 9: “Subramaniam downplayed Amazon's latest logistics push, calling it more of a third-party offering”

CORROBORATED

Multiple independent sources (TradingView, and two other news reports) confirm that CEO Raj Subramaniam characterized Amazon's logistics push as a third-party offering.

menu_book

wikipedia NEUTRAL — Cast Away is a 2000 American survival drama film directed and co-produced by Robert Zemeckis, written by William Broyles Jr. and starring Tom Hanks, Helen Hunt, and Nick Searcy. Hanks plays a FedEx tr…
https://en.wikipedia.org/wiki/Cast_Away

+ 3 more evidence sources

schedule

Claim 10: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 11: “FedEx's planned separation of its freight division on June 1”

SINGLE SOURCE

While there is evidence of a planned spin-off of FedEx Freight (8-K filing), none of the provided sources specify the date of June 1.

travel_explore

web search NEUTRAL — FedEx is best known for its delivery service, as well as FedEx Express, FedEx Ground, FedEx Office, FedEx Supply Chain, FedEx Freight, and several other services through a network of subsidiaries.
https://en.wikipedia.org/wiki/FedEx

travel_explore

web search NEUTRAL — Shipping - Logistics Management - Supply Chain Management from FedEx Corporation: FedEx.com offers a complete suite of online services for shipment preparation, package tracking, shipment rates and to…
https://www.fedex.com/

travel_explore

web search NEUTRAL — Enter your FedEx tracking number, track by reference, obtain proof of delivery, or TCN. See FedEx Express, Ground, Freight, and Custom Critical tracking services.
https://www.fedex.com/en-us/tracking.html

schedule

Claim 12: “Jim Cramer's Charitable Trust is long FedEx”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 13: “Last week, Citi brought up cost savings, as well as improved profitability”

SINGLE SOURCE

Evidence confirms that FedEx (and CEO Subramaniam) cited cost savings and profitability in 2022 and 2023, but there is no mention of Citi analysts specifically bringing this up 'last week'.

travel_explore

web search NEUTRAL — Mar 17, 2023 ... Subramaniam has sought to cut costs and strengthen operations in response to weaker package volume as people return to stores and spend on more ...
https://www.ttnews.com/articles/fedex-boosts-forecast-cost-c…

travel_explore

web search NEUTRAL — The campaign details cost-saving plans of $1.4B for FedEx Express operating expenses, FedEx ... earnings-tnt-express-acquisition-fedex-analysts/3245517002/.
https://www.pur.pitt.edu/pur/article/download/62/25/405

travel_explore

web search NEUTRAL — Sep 16, 2022 ... It wasn't just the big earnings miss, or even the withdrawal of full-year financial guidance that made FedEx's first-quarter ...
https://www.barrons.com/articles/things-to-know-today-516633…

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.