
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 both 2025 and 2026, which outpaces the anticipated increases in US Industrial Production of 1.2% and 1.4%, respectively. The outlook for intermodal traffic has also improved, with a revised estimate indicating a less severe decline of 1% as a modest recovery is expected in the latter half of the year, aligning with broader market revenue growth expectations. Additionally, revenue growth has been positively influenced by higher revenue per unit (RPU), reinforcing confidence in Norfolk Southern's financial performance despite minor increases in train accident rates.
Bears say
Norfolk Southern has revised its full-year revenue growth estimate down to 1.3%, reflecting a significant deterioration in expectations primarily due to a large land sale in Q3 that was not previously modeled. The company's intermodal traffic forecast for 2025 has been downgraded to a decrease of 1% amid ongoing challenges, including high truck capacity, weak import demand, and competitive pressures stemming from a proposed merger in the region. Additionally, the outlook for core Q4 earnings missed consensus expectations, leading to downward revisions of EPS estimates for 2026, now projected at $12.28, which is well below consensus estimates.
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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