Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BEARISH
Norfolk Southern Stock: Quiet Rebound, Hard Questions After A Year On The Defensive
Norfolk Southern's stock has shown a quiet rebound recently, but long-term investors are still facing losses compared to a year ago, reflecting ongoing challenges. The company continues to grapple with the fallout from the East Palestine derailment, elevated operating expenses, and a slow-recovering freight market. Wall Street analysts hold a cautious "hold" stance with selective optimism, noting the stock's potential for high single-digit percentage upside if the company executes its plan and macroeconomic conditions remain stable.
Dec 31, 2025 • Baking Business
NEUTRAL
Union Pacific, Norfolk Southern seek merger approval
Union Pacific Corp. and Norfolk Southern Corp. have filed a nearly 7,000-page application with the US Surface Transportation Board seeking approval for a merger that would create the country's first transcontinental railroad. The proposed merger aims to enhance freight services, eliminate interchange delays, and strengthen the US supply chain, although it could lead to reduced competition in overlapping areas. Both companies anticipate the merger closing in early 2027, provided it receives STB approval.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Calamos Advisors LLC Purchases 20,301 Shares of Norfolk Southern Corporation $NSC
Calamos Advisors LLC increased its stake in Norfolk Southern Corporation by 10.5%, acquiring 20,301 additional shares to own a total of 214,274 shares valued at approximately $64.37 million. Other institutional investors also adjusted their positions in the railroad operator. The company recently reported Q3 EPS of $3.30, slightly missing consensus estimates, and analysts currently hold an average "Hold" rating with a price target of $299.45.
Dec 31, 2025 • ts2.tech
NEUTRAL
Union Pacific stock slips as rivals press regulators to reject Norfolk Southern merger filing; UNP sets Q4 earnings date
Union Pacific shares declined after rival railroads urged the Surface Transportation Board to deem its merger application with Norfolk Southern incomplete. The STB is currently conducting a "completeness" review of the $85 billion deal, and a decision to reject the application would reset the review clock. Meanwhile, Union Pacific has announced it will report its fourth-quarter 2025 results on January 27, 2026.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Deere stock slips ahead of ex-dividend day as Fed minutes hit year-end trade
Deere & Company (DE) stock experienced a slight dip ahead of its ex-dividend date, influenced by thin year-end trading and cautious investor sentiment following the release of Federal Reserve minutes. Investors are also considering rate expectations and Deere's upcoming February earnings call. The stock's performance reflects broader market trends and specific concerns related to farm income and financing conditions, which impact demand for big-ticket agricultural machinery.
Dec 29, 2025 • www.ussteel.com
BULLISH
U. S. Steel, Norfolk Southern, and Greenbrier Collaborate on New, Sustainable High-Strength Steel Railcar
U. S. Steel, Norfolk Southern, and Greenbrier have collaborated to create a new, sustainable high-strength steel gondola railcar. This innovative design reduces the railcar's unloaded weight by up to 15,000 pounds, employing an advanced steel formula developed by U. S. Steel. The partnership aims to replace North America's aging gondola fleet with a stronger, lighter, and more energy-efficient product, offering an extended lifecycle, increased sustainability through lower fuel consumption and emissions, and greater freight capacity.