
Norfolk Southern (NSC) Stock Forecast & Price Target
Norfolk Southern (NSC) Analyst Ratings
Bulls say
Norfolk Southern is projected to achieve merchandise volume growth of 3% in 2025, outpacing the anticipated 1.2% increase in US Industrial Production, indicating strong demand for its diverse transportation services. Operational efficiencies are evident, as the company has seen a 14% improvement in locomotive productivity and a 1% enhancement in terminal dwell time year-over-year, suggesting better utilization of resources. The expectation of 2% year-over-year revenue growth and a 130 basis point improvement in the operating ratio aligns positively with market forecasts, reinforcing confidence in the company's financial performance.
Bears say
Norfolk Southern's stock outlook is negatively affected by a decline in merchandise plan compliance and a worsening intermodal service composite, which fell by three and two points year-over-year, respectively. The company's projected full-year 2025 earnings per share (EPS) has been revised downward to $12.58 from $12.76, alongside a reduction in revenue growth estimates from 1.9% to 1.3% and an increase in operating ratio to 65%, indicating a significant deterioration of financial expectations. Furthermore, the intermodal segment faces several challenges, including abundant trucking capacity, tariff-induced demand fluctuations, and competitive pressures related to a proposed merger, leading to revised negative growth 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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