
Norfolk Southern (NSC) Stock Forecast & Price Target
Norfolk Southern (NSC) Analyst Ratings
Bulls say
The positive outlook on Norfolk Southern's stock is supported by expectations for merchandise volumes to increase by 3% in both 2025 and 2026, outpacing forecasts for U.S. Industrial Production, which are projected at 1.2% and 1.4%, respectively. Additionally, there is a forecasted modest recovery in intermodal estimates for the second half of 2026, suggesting an improvement in overall freight demand. The company's revenues are also benefiting from higher revenue per unit, indicating effective pricing strategies amidst a challenging operational environment.
Bears say
The financial outlook for Norfolk Southern reflects significant headwinds, with full-year revenue growth estimates revised down to 1.3%, indicating a decline in expectations partly due to an unanticipated large land sale. Additionally, the company's intermodal shipping estimates for 2025 and 2026 have been downgraded to -1% and -3% respectively, largely driven by strong competition following Union Pacific's merger announcement and a challenging macroeconomic environment. Overall, the combination of declining volumes, below-consensus earnings, and a persistent struggle for market share has led to a downward revision in earnings per share estimates for 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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