
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, exceeding the forecasted growth of US Industrial Production, which is estimated at +1.2% and +1.4%, respectively. Additionally, there is an anticipated recovery in intermodal traffic, with estimates showing a less severe decline of -1% in 2026 compared to earlier expectations of -3%. Overall, these positive volume projections align with market expectations for revenue growth, suggesting a favorable financial outlook for Norfolk Southern.
Bears say
Norfolk Southern's financial outlook has deteriorated, with full-year revenue growth estimates revised down to 1.3% from 1.9%, alongside a projected operating ratio of 65% for 2025, indicating increasing operational inefficiencies. The company faces significant challenges, including a -1% forecast for intermodal traffic, attributable to competitive pressures, weak import demand, and an overall sluggish economic environment. Additionally, Q3 earnings fell short of expectations, prompting a reduction in EPS estimates for 2026 to $12.28, indicating persistent difficulties in volume and margin stability.
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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