
Norfolk Southern (NSC) Stock Forecast & Price Target
Norfolk Southern (NSC) Analyst Ratings
Bulls say
Norfolk Southern is positioned to benefit from projected merchandise volume growth of +3% in 2025, surpassing the anticipated +1.2% increase in US Industrial Production, indicative of robust operational performance. Operational metrics show substantial improvements, with locomotive productivity rising by 14% and terminal dwell time exhibiting a 1% year-on-year enhancement, reflecting efficient asset utilization. Additionally, the company is modeling a 2% year-on-year revenue growth alongside a 130 basis point improvement in its operating ratio, suggesting a strong alignment with market expectations for revenue growth.
Bears say
The fundamental outlook for Norfolk Southern's stock appears negative, primarily due to declining merchandise plan compliance and worsening intermodal service metrics, which reflect operational challenges. Additionally, full-year revenue growth estimates have been revised down to 1.3%, accompanied by a deterioration in the operating ratio expectation, which now stands at 65%. Headwinds such as excess highway truck capacity, weak import demand, and competitive pressures related to the proposed Union Pacific merger further contribute to a pessimistic forecast for intermodal revenues, leading to significant downward adjustments in EPS estimates for both 2025 and 2026.
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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