CSX Corporation (CSX)

NYSE · Industrials

Latest Move · 2026-01-27

+2.80%
Rises +2.80% as post-earnings rally extends on analyst upgrades and margin expansion outlook

CSX Stock Movement Summary CSX rose 2.80% following its earnings announcement, despite missing Q4 2025 earnings and revenue estimates. The positive market reaction was driven by the company's 2026 outlook. Key Facts: - CSX announced 200-300 basis points of margin expansion expected for 2026 - The company outlined a new long-term operating ratio target of high-50s, replacing the previous mid-50s goal - Management highlighted cost-saving initiatives and disciplined cost management strategies - The company projects modest volume gains in intermodal and internal productivity improvements Analyst Actions: - Raymond James raised its price target to $41.00 from $40.00, maintaining an "outperform" rating - Argus adjusted its price target to $42 from $40, maintaining a Buy rating - Citi maintained a Buy rating with a $41 price target - Susquehanna maintained a Neutral rating with a $39 price target The consensus rating remains "Moderate Buy" with an average target price of $39.00.

Read full analysis

Previous Move

+4.93%
Surges +4.93% as investor day reaffirms 200-300bp margin expansion target
2026-01-26

Frequently Asked Questions

Why did CSX Corporation stock move today?

CSX Stock Movement Summary CSX rose 2.80% following its earnings announcement, despite missing Q4 2025 earnings and revenue estimates. The positive market reaction was driven by the company's 2026 outlook. Key Facts: - CSX announced 200-300 basis points of margin expansion expected for 2026 - The company outlined a new long-term operating ratio target of high-50s, replacing the previous mid-50s goal - Management highlighted cost-saving initiatives and disciplined cost management strategies - The company projects modest volume gains in intermodal and internal productivity improvements Analyst Actions: - Raymond James raised its price target to $41.00 from $40.00, maintaining an "outperform" rating - Argus adjusted its price target to $42 from $40, maintaining a Buy rating - Citi maintained a Buy rating with a $41 price target - Susquehanna maintained a Neutral rating with a $39 price target The consensus rating remains "Moderate Buy" with an average target price of $39.00.

What does CSX Corporation do?

CSX Corporation (CSX) is a publicly traded company in the Industrials sector.

Industrials Stocks

AI-generated analysis · Not financial advice · Always do your own research
Disclaimer & Terms · Privacy Policy