FedEx shares advanced on Monday as analysts said a likely labor action by dockworkers could lift demand for air freight.

As a massive dockworker strike leaves billions of dollars worth of cargo stranded near U.S. ports, companies that transport cargo by air could stand to benefit. The supply chain logistics platform Flexport is telling their by-sea clients to consider the skies instead.

FedEx ($FDX) is in the news recently, with speculators chasing FedEx stock higher. That could prove to be a dangerous venture, however. FedEx has