CSX Corporation — Wall Street Analyst Estimates & Price Targets

CSX

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Last close · Oct 16, 202648.68−0.01 (−0.02%)

Market cap$90.2B

8 firms' latest targets, last 90 days: median $53.50 ($51.00–$60.00), 10% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 8 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-15	Raymond James	$53.00	$56.00	▼ 5%	+9%	+9%
2026-09-24	RBC Capital	$53.00	$54.00	▼ 2%	+12%	+9%
2026-07-31	Argus Research	$56.00	—	—	+12%	+15%
2026-07-24	Deutsche Bank	$59.00	—	—	+11%	+21%
2026-07-23	Stifel	$54.00	—	—	+3%	+11%
2026-07-23	BMO Capital	$52.00	$45.00	▲ 16%	+0%	+7%
2026-07-23	Evercore ISI	$51.00	$47.00	▲ 9%	-3%	+5%
2026-07-23	Barclays	$60.00	$55.00	▲ 9%	+20%	+23%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$14.7B	-1%	$1.85	-5%	est. $14.6B+0%	est. $1.83	15
2024reported	$14.5B	-1%	$1.79	-3%	est. $14.6B+0%	est. $1.83	13
2025reported	$14.1B	-3%	$1.54	-14%	est. $14.1B+0%	est. $1.64	13
2026	$15.3B	+8%	$2.01	+22%	$15.0B–$15.6B	$1.94–$2.07	15
2027	$16.1B	+5%	$2.29	+14%	$15.6B–$16.3B	$2.20–$2.41	15
2028	$16.6B	+3%	$2.53	+10%	$16.2B–$17.2B	$2.37–$2.62	13
2029	$17.5B	+5%	$2.76	+9%	$17.1B–$18.0B	$2.68–$2.86	11
2030	$18.4B	+5%	$2.94	+6%	$17.9B–$18.9B	$2.84–$3.03	6

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$53.50median target, 10% above the last close

Firms with a target · last 90 days: 8
Lowest – highest target: $51.00 – $60.00
Current grades of 15 firms: positive / neutral / negative: 9 / 5 / 1
Upgrades / downgrades · 12 months: 1 / 3
Consensus revenue growth · next 3 FY: +6% a year

Current grades

each firm's latest · 15 firms

As of	Firm	Grade
2026-10-07	Citigroup	“Neutral”
2026-10-05	J.P. Morgan	“Overweight”
2026-10-02	Susquehanna	“Positive”
2026-09-18	Bank of America	“Buy”
2026-07-23	Evercore ISI	“In Line”
2026-07-23	RBC Capital	“Outperform”
2026-07-23	TD Cowen	“Buy”
2026-07-23	BMO Capital	“Market Perform”
2026-07-23	Barclays	“Overweight”
2026-07-15	Benchmark	“Buy”

5 more

2026-07-08	Wells Fargo	“Overweight”
2026-07-07	Baird	“Outperform”
2026-07-06	Morgan Stanley	“Underweight”
2026-04-23	Goldman Sachs	“Neutral”
2026-03-31	Bernstein	“Market Perform”

Grade changes

last 24 months · 13

Date	Firm	Grade
2026-07-14	Susquehanna	“Neutral” → “Positive” upgrade
2026-04-23	Morgan Stanley	“Equal Weight” → “Underweight” downgrade
2026-04-07	Citigroup	“Buy” → “Neutral” downgrade
2026-03-19	Evercore ISI	“Outperform” → “In Line” downgrade
2025-09-25	Wells Fargo	“Equal Weight” → “Overweight” upgrade
2025-09-18	RBC Capital	“Sector Perform” → “Outperform” upgrade
2025-08-18	BMO Capital	“Outperform” → “Market Perform” downgrade
2025-07-21	TD Cowen	“Hold” → “Buy” upgrade
2025-07-17	Bank of America	“Neutral” → “Buy” upgrade
2025-06-24	Susquehanna	“Positive” → “Neutral” downgrade

50 more

2025-06-02	Goldman Sachs	“Buy” → “Neutral” downgrade
2025-02-03	Loop Capital	“Buy” → “Hold” downgrade
2025-01-10	Jefferies	“Hold” → “Buy” upgrade
2024-07-08	Bank of America	“Buy” → “Neutral” downgrade
2024-01-08	Susquehanna	“Neutral” → “Positive” upgrade
2023-10-11	J.P. Morgan	“Neutral” → “Overweight” upgrade
2023-09-08	Bank of America	“Neutral” → “Buy” upgrade
2023-08-04	Bank of America	“Buy” → “Neutral” downgrade
2023-07-31	RBC Capital	“Outperform” → “Sector Perform” downgrade
2023-06-01	UBS	“Neutral” → “Buy” upgrade
2023-04-04	Morgan Stanley	“Underweight” → “Equal Weight” upgrade
2022-09-28	Susquehanna	“Positive” → “Neutral” downgrade
2022-09-27	UBS	“Buy” → “Neutral” downgrade
2022-09-14	Bernstein	“Outperform” → “Market Perform” downgrade
2022-07-21	Loop Capital	“Hold” → “Buy” upgrade
2022-07-15	Stifel	“Hold” → “Buy” upgrade
2022-05-19	Citigroup	“Buy” → “Neutral” downgrade
2022-04-18	TD Securities	“Buy” → “Hold” downgrade
2022-03-17	RBC Capital	“Sector Perform” → “Outperform” upgrade
2021-09-17	RBC Capital	“Outperform” → “Sector Perform” downgrade
2021-07-22	TD Securities	“Hold” → “Buy” upgrade
2021-06-29	Citigroup	“Neutral” → “Buy” upgrade
2021-04-21	BMO Capital	“Market Perform” → “Outperform” upgrade
2021-01-22	Stifel	“Buy” → “Hold” downgrade
2020-12-10	Morgan Stanley	“Equal Weight” → “Underweight” downgrade
2020-10-30	RBC Capital	“Sector Perform” → “Outperform” upgrade
2020-10-13	Bernstein	“Market Perform” → “Outperform” upgrade
2020-10-02	Evercore ISI	“In Line” → “Outperform” upgrade
2020-09-25	Benchmark	“Hold” → “Buy” upgrade
2020-09-23	Atlantic Equities	“Neutral” → “Overweight” upgrade
2020-08-31	Stephens & Co.	“Equal Weight” → “Overweight” upgrade
2020-05-20	UBS	“Neutral” → “Buy” upgrade
2020-04-08	Goldman Sachs	“Neutral” → “Buy” upgrade
2020-03-30	CFRA	“Hold” → “Buy” upgrade
2020-03-23	Morgan Stanley	“Underweight” → “Equal Weight” upgrade
2020-02-07	Deutsche Bank	“Hold” → “Buy” upgrade
2020-01-07	Susquehanna	“Neutral” → “Positive” upgrade
2019-12-10	Citigroup	“Buy” → “Neutral” downgrade
2019-11-12	Deutsche Bank	“Buy” → “Hold” downgrade
2019-10-29	Wells Fargo	“Market Perform” → “Perform” revised
2019-10-04	J.P. Morgan	“Overweight” → “Neutral” downgrade
2019-07-26	Atlantic Equities	“Underweight” → “Neutral” upgrade
2019-07-17	Stephens & Co.	“Overweight” → “Equal Weight” downgrade
2019-07-10	Loop Capital	“Buy” → “Hold” downgrade
2019-04-05	UBS	“Buy” → “Neutral” downgrade
2019-04-03	Susquehanna	“Positive” → “Neutral” downgrade
2019-03-06	Stifel	“Buy” → “Hold” downgrade
2019-02-19	RBC Capital	“Outperform” → “Sector Perform” downgrade
2018-09-05	BMO Capital	“Outperform” → “Market Perform” downgrade
2018-07-18	Loop Capital	“Hold” → “Buy” upgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.