BUZZ-Street View: Union Pacific on track despite challenges
U.S. railroad operator Union Pacific UNP.N on Thursday posted a better-than-expected Q4 profit, with improving volumes and robust pricing partially offseting lower fuel surcharge revenue and less profitable cargo mix
Median PT of 30 brokerages covering UNP stock is $265- data compiled by LSEG
MIXED BAG
J.P. Morgan ("neutral," PT: $248) says UNP is well-positioned with fewer chances of negative surprises
Jefferies ("hold," PT: $255) expects UNP to grow its domestic intermodal segment due to shifts from road transport in H2 2025
RBC ("outperform," PT: $276) says the outlook is mixed because of lower coal demand and other challenges, but is positive on grain, chemicals and plastics
"We believe the operating improvements engineered by the CEO present a powerful case for operating leverage and earnings upside, should volumes improve" - RBC
TD Cowen("buy," PT: $258) sees coal volumes declining in 2025, but says UNP has a new coal contract to help mitigate this; says auto OEMs are curtailing production, but output is expected to improve through the year
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