Susquehanna lowered the firm’s price target on CSX (CSX) to $39 from $40 and keeps a Positive rating on the shares. The firm said Rails enter 2025 like they ended 2024, with intermodal leading volume growth for most, sluggish demand in higher-value industrial business and coal, negative mix from outsized intermodal growth and lower diesel prices dragging down RPU, and sell-side consensus reflecting modest margin optimism vs. typical margin seasonality nearer-term. Susquehanna recommends the shares as they represent value with company-specific reasons for profit growth to accelerate into 2026 as 2025 coal/rerouting drags ease.
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