Loading...

PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings

Published
06 Aug 24
Updated
18 Oct 25
AnalystConsensusTarget's Fair Value
US$312.53
7.6% undervalued intrinsic discount
18 Oct
US$288.63
Loading
1Y
12.3%
7D
-0.4%

Author's Valuation

US$312.537.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on18 Oct 25
Fair value Increased 1.68%

Analysts have modestly increased their average price target for Norfolk Southern, raising it from approximately $307 to $313 per share. They cite resilient profit margin projections and relatively unchanged earnings outlooks, despite ongoing sector headwinds and uncertainty following the pending Union Pacific merger.

Shared on03 Oct 25
Fair value Increased 2.31%

Analysts have increased their fair value estimate for Norfolk Southern by approximately $7 to $307. They cite resilience in 2025 earnings forecasts and upward price target revisions, despite sector underperformance and ongoing merger developments.

Shared on18 Sep 25
Fair value Increased 0.76%

Analysts modestly raised Norfolk Southern’s price target to $300.42, driven by the merger premium with Union Pacific and anticipated strategic benefits, but note that regulatory uncertainty and near-term valuation constraints are likely to keep the shares trading sideways until greater clarity emerges. Analyst Commentary Bullish analysts note near-term financial upside for Norfolk Southern has become limited after the merger announcement with Union Pacific, as share prices are now close to the proposed deal value and the extended regulatory review period constrains further appreciation.

Shared on07 May 25
Fair value Increased 16%

Shared on30 Apr 25
Fair value Decreased 2.30%

AnalystConsensusTarget has increased revenue growth from 3.5% to 4.0%.

Shared on23 Apr 25
Fair value Increased 0.88%

AnalystConsensusTarget has decreased revenue growth from 4.0% to 3.5% and decreased shares outstanding growth rate from 0.0% to -0.0%.

Shared on16 Apr 25
Fair value Decreased 4.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 2.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 4.58%