J.P. Morgan analyst Brian Ossenbeck maintains $Canadian National Railway (CNI.US)$ with a hold rating, and adjusts the target price from $129.26 to $123.75.
According to TipRanks data, the analyst has a success rate of 48.0% and a total average return of 6.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Canadian National Railway (CNI.US)$'s main analysts recently are as follows:
The initiation of coverage on the transportation and logistics industry reflects an overall positive outlook, underpinned by the assessment that the sector is nearing the end of a cyclical downturn, with current rates and margins suggesting a trough. This sets the stage for potential strong earnings growth in the coming years as rates begin to rebound. The optimism is further bolstered by the belief that many companies within the sector boast robust management teams known for prudent capital management and that the essential nature of transport services to the North American economy minimizes the risk of disruption or substitution. A general recommendation has been made to investors to align their portfolios in anticipation of a cyclical upturn, favoring companies poised to benefit significantly from tightening freight conditions.
Against an unpredictable freight environment, an optimistic stance is maintained on the rail industry, with its relative positioning appearing increasingly favorable. It is suggested that Canada is poised for robust growth by 2025, owing to accelerated growth prospects and uncomplicated comparative figures. Although forecasts for Q3 are being adjusted downwards, these changes are mostly attributed to temporary disruptions such as strikes and wildfires, which are expected to improve the outlook for 2025. There is a growing confidence that Canadian volume growth will drive stronger earnings growth compared to certain peers.
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摩根大通分析師Brian Ossenbeck維持$加拿大國家鐵路 (CNI.US)$持有評級，並將目標價從129.26美元下調至123.75美元。
根據TipRanks數據顯示，該分析師近一年總勝率為48.0%，總平均回報率為6.8%。
此外，綜合報道，$加拿大國家鐵路 (CNI.US)$近期主要分析師觀點如下：
對運輸和物流行業的報道的開始反映了整體樂觀的前景，這一評估表明，該行業已接近週期性衰退的尾聲，目前的利率和利潤率表明處於低谷。隨着利率開始反彈，這爲未來幾年潛在的強勁收益增長奠定了基礎。人們認爲，該行業的許多公司擁有以審慎的資本管理而聞名的強大管理團隊，而且北美經濟運輸服務的基本性質最大限度地降低了中斷或替代的風險，這進一步增強了這種樂觀情緒。已經向投資者提出了一項一般性建議，要求他們調整投資組合，以應對週期性回升，這有利於有望從緊縮的運費條件中受益的公司。
在不可預測的貨運環境下，鐵路行業保持樂觀立場，其相對定位似乎越來越有利。有人認爲，由於增長前景加速和比較數據不復雜，加拿大有望在2025年實現強勁增長。儘管對第三季度的預測正在向下調整，但這些變化主要歸因於罷工和野火等暫時性中斷，預計這將改善2025年的前景。與某些同行相比，人們越來越有信心加拿大的銷量增長將推動更強勁的收益增長。
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