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Expeditors International of Was (EXPD) Stock Analysis

Breakout setup

SellModerate Confidence

Industrials · Integrated Freight & Logistics

Earnings in 4 days (2026-05-05). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Analyst target reached at $147.82 — A.R:R is negative (-3.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings in 4 days (event risk).

Expeditors International is a third-party logistics provider offering airfreight, ocean freight, customs brokerage, and warehousing globally through ~20,000 employees. It purchases cargo space from carriers and resells to customers but does not own aircraft or ships.

$147.82+0.7% A.UpsideScore 4.8/10#6 of 10 Integrated Freight & Logistics
Stop $142.06Target $148.88(resistance)A.R:R -3.6:1
Analyst target$139.50-5.6%14 analysts
$148.88our TP
$147.82price
$139.50mean
$95
$166

Sell if holding. Analyst target reached at $147.82 — A.R:R is negative (-3.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings in 4 days (event risk). Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Score 4.8/10, moderate confidence.

Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 4d<=7d. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
Earnings estimates trending UP
Risks
Analyst target reached - limited upside remaining
Earnings in 4 days (event risk)
Weak overall score: 4.8/10

Key Metrics

P/E (TTM)25.0
P/E (Fwd)23.0
Mkt Cap$19.8B
EV/EBITDA17.2
Profit Mgn7.3%
ROE35.4%
Rev Growth-3.3%
Beta1.08
Dividend1.04%
Rating analysts22

Quality Signals

Piotroski F6/9

Options Flow

P/C1.24bearish
IV55%elevated

Concentration Risks(10-K Item 1A)

  • LOWGeographicChina and Hong Kong19%
    10-K Item 1A: 'we generated 19% and 22% of our revenues and 15% and 17% of our operating income in 2025 and 2024, respectively, on exports from China and Hong Kong'

Material Events(8-K, last 90d)

  • 2026-02-19Item 5.02LOW
    Roberto A. Martinez appointed President, Global Products at Expeditors effective June 1, 2025, via employment agreement. Annual base salary 100,000 plus incentive compensation. No reason cited for prior vacancy.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Revenue shrinking — -3.3% YoY. Growth thesis broken unless recovery story develops.static

Earnings Growth
0.0
Revenue Growth
1.7
Declining revenue: -3%
GatesA.R:R -3.6=NEGATIVEEARNINGS PROXIMITY 4d<=7dMomentum 6.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
62 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $142.22Resistance $151.92

Price Targets

$142
$149
A.Upside+0.7%
A.R:R-3.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-17.9% upside)
! Negative risk/reward — downside exceeds upside
! EARNINGS_PROXIMITY:4d<=7d

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-05 (4d)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EXPD stock a buy right now?

Sell if holding. Analyst target reached at $147.82 — A.R:R is negative (-3.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings in 4 days (event risk). Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Prior stop was $142.06. Score 4.8/10, moderate confidence.

What is the EXPD stock price target?

Take-profit target: $148.88 (+0.7% upside). Prior stop was $142.06. Stop-loss: $142.06.

What are the risks of investing in EXPD?

Analyst target reached - limited upside remaining; Earnings in 4 days (event risk); Weak overall score: 4.8/10.

Is EXPD overvalued or undervalued?

Expeditors International of Was trades at a P/E of 25.0 (forward 23.0). TrendMatrix value score: 4.5/10. Verdict: Sell.

What do analysts say about EXPD?

22 analysts cover EXPD with a consensus score of 2.7/5. Average price target: $140.

What does Expeditors International of Was do?Expeditors International is a third-party logistics provider offering airfreight, ocean freight, customs brokerage, and...

Expeditors International is a third-party logistics provider offering airfreight, ocean freight, customs brokerage, and warehousing globally through ~20,000 employees. It purchases cargo space from carriers and resells to customers but does not own aircraft or ships.

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