
Norfolk Southern (NSC) Stock Forecast & Price Target
Norfolk Southern (NSC) Analyst Ratings
Bulls say
Norfolk Southern's positive outlook is supported by a 3% year-over-year increase in Q4 volumes, primarily driven by higher intermodal carloads due to strong demand and strategic sales pipeline wins. The company anticipates a revenue growth of 3% in 2025, bolstered by continued pricing increases above inflation and improvements in operational efficiency, with expected operating ratio enhancements of 150 basis points. Additionally, the shift towards intermodal and merchandise segments suggests resilience against potential declines in coal demand, reinforcing the company's growth strategy aligned with broader industrial production trends.
Bears say
Norfolk Southern's outlook reflects several concerning trends, including a downward revision of the full-year 2025 EPS estimate to $13.12, signaling potential earnings stagnation. The intermodal sector is experiencing a decline, with revenues down 0.3% year-over-year, primarily due to a significant drop in revenue per unit (RPU) by 4.9%, compounded by projected declines in coal production and automotive revenues of 4.4%. Additionally, coal revenue has also decreased by 9.3% year-over-year, driven by declining demand and increased competition, which could further pressure the company's financial performance.
This aggregate rating is based on analysts' research of Norfolk Southern and is not a guaranteed prediction by Public.com or investment advice.
Norfolk Southern (NSC) Analyst Forecast & Price Prediction
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