Shared on08 Sep 25
CSX’s consensus price target has seen a slight downward revision as analysts, tempered by macro uncertainty and neutralizing after a strong rally, weigh mixed implications of the CSX-BNSF intermodal deal—viewed both as a volume opportunity and dampener on merger speculation—resulting in a marginal decrease in fair value from $37.92 to $37.60. Analyst Commentary Bullish analysts cite the new CSX-BNSF intermodal service agreement as months in the making, likely delivering volume benefits and not ruling out potential future M&A activity.
Shared on30 Apr 25Fair value Increased 0.68%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Decreased 5.15%
AnalystConsensusTarget has increased revenue growth from 2.5% to 3.2%.
Shared on16 Apr 25Fair value Decreased 1.58%
AnalystConsensusTarget has decreased revenue growth from 2.8% to 2.5%.
Shared on09 Apr 25Fair value Decreased 1.55%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Decreased 1.86%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Decreased 0.19%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Decreased 1.23%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Increased 5.35%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.