Street View: Brokerages focus on Union Pacific's deal breakthrough
U.S. railroad operator Union Pacific UNP.N said on Thursday it is in advanced talks with rival Norfolk Southern NSC.N, signaling that deal to form $200 billion coast-to-coast rail company could be close
This could trigger further consolidation among remaining freight rail giants
UNP's quarterly profit rose to $3.03/share vs analysts' average estimate of $2.91/share - data compiled by LSEG
WELL POSITIONED FOR GROWTH
Baird ("neutral," PT: $239) sees near-term catalysts for sustained growth given UNP's 400 projects in industrial development pipeline
On deal with NSC, Baird said, "the greatest risk to a potential transcontinental rail merger is political, not commercial"
J.P.Morgan ("neutral," PT: $267) says UNP continues to navigate uncertainty in trade and volume well; says factors weighing on stock are "in the rear view"
TD Cowen ("buy," PT: $252) says UNP is well-positioned to show merger would result in higher quality service product and enhanced competition
Benchmark ("buy," PT: $260) sees strong operational momentum from UNP going forward
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