CSX (NYSE: CSX) reported its Q4 results last week, with revenues and earnings slightly above the street estimates. However, we believe that CSX CSX stock is appropriately priced, as discussed below.

We Initiate CSX with a Buy rating and $38 PT, seeing transitory cost/yield headwinds masking a robust margin inflection and capital efficiency setup for 2026. Precision Scheduled Railroading continues ...

CSX Corporation is rated Hold due to operational improvements but persistent macro headwinds limiting near-term upside. CSX's network efficiencies, infrastructure upgrades, and intermodal share gains ...