From Yahoo Finance: 2025-04-23 10:33:00

Bill Gates’ 10 Stock Positions with Huge Upside Potential list includes FedEx Corporation (NYSE:FDX). Gates, a billionaire since 1987, plans to donate 99.96% of his wealth to charity. The Bill & Melinda Gates Foundation Trust manages his investments, overseen by Gates and his wife, Melinda French. Michael Larson at Cascade Asset Management has helped Gates grow his wealth to almost $130 billion.

Gates recently discussed tariffs, stating uncertainty about their economic impact. He emphasized the importance of focusing on AI, predicting its significance in the future. Gates believes tariffs will slow down overall welfare and innovation in the U.S. Bruce Kasman from JP Morgan Chase sees a 60% chance of a global recession.

The Gates Foundation reported managing $42.28 billion in 13F securities in Q4 2024. The portfolio is diversified, with tech and industrial goods sectors representing the largest allocations. Cascade Asset Management has overseen Gates’ investments since 1994, helping him achieve significant growth in wealth.

FedEx Corporation (NYSE:FDX) is a top stock in Gates’ portfolio with a 34.91% analyst upside. The company operates globally, offering logistics, e-commerce, and express shipping services. FedEx is implementing the DRIVE program to enhance delivery efficiency and cost management, expected to save $4 billion by FY2025 compared to the FY2023 baseline.

Facing tariff policy headwinds, analysts have adjusted FDX’s price target. Ariel Rosa from Citigroup reduced the target to $267 with a Buy rating. Longleaf Partners Fund mentioned macro headwinds affecting FedEx, but noted improvements in its European business. The company plans to separate into Express and Freight entities for more efficient operations.

FedEx ranks 4th in the list of top stocks in Gates’ portfolio with potential growth. While acknowledging FDX’s prospects, there is a belief that AI stocks offer higher returns in a shorter timeframe. An AI stock has shown promise in 2025, contrasting with popular AI stocks. For investors seeking a promising AI stock at a low valuation, consider exploring options beyond FDX.

Read more: Among Top Stocks in Bill Gates’ Portfolio with Huge Upside Potential