Analyst ConfidenceAnalyst upgrades NSC to Buy due to increased likelihood of East-West rail consolidation, which could substantially boost share prices.
Merger PotentialThe proposed merger between NSC and UNP could create the first transcontinental railroad in the U.S., potentially benefiting industry, communities, shippers, and labor.
Productivity SavingsNSC now sees a minimum of $175M+ of y/y productivity savings versus its prior forecast of $150M+.