TSE:CNR

Canadian National R.R. (CNR.TO)

176.19
+0.09 (0.05%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
1170 watching
0
Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

Canadian National R.R. (CNR) appears to be navigating a challenging economic landscape marked by a prolonged freight recession and external pressures such as tariffs and geopolitical tensions. Experts suggest that while the rail network enjoys irreplaceable assets and pricing power, the current cyclical downturn in the economy is impacting volumes and investor confidence. Many analysts view CNR as more attractively valued than its peers, particularly given its recent stock price decline which is seen as an opportunity to accumulate shares for the long term. Despite mixed short-term performance predictions, the majority of experts believe in the resilience of CNR's business model, its historical share buybacks, and dividend growth as indicators of potential recovery when overall economic conditions improve. The consensus leans towards a wait-and-see approach, with recommendations to consider averaging into positions on dips.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Undervalued
review icon
Similar
CP,CP
HOLD
Top of the range. Very expensive. Rails are on fire. Volumes will probably exceed this quarter. Nice, visible growth rates. Hold if you own, but don't chase at these levels.
BUY

Transportation Companies? In light of e-commerce. Transportation is doing well. CNR-T and CP-T just keep going up. His model price is $161 or 14% upside on CNR-T. CP-T has a model price of $466.84 or a 15% upside.

BUY

CNR vs. TFII Prefers CNR in a recovering economy.

BUY
Rails have had many bad years, but now they've found religion in how they run their businesses. One of the best rail franchises in NA. Should see better volume growth, better margins, and free cashflow growth. Better consolidation and management. Has done very well and will continue.
BUY
They are expected to grow their bottom line by 10% through organic growth and buy backs. If you are a long term share holder, you should buy in batches and not wait for a pull-back. It is a great business and is resilient during any environment.
TOP PICK
The freight backbone for North America from Atlantic to Pacific to the US Gulf Coast. They work towards high capacity utilization, cost efficiency and technology enablement. They have boosted ROE to 23% over the past decade. It trades at 14 times earnings. This company is 100 years old and the iron will be in the ground adding to shareholder earnings for another 100 years to come, he thinks. Yield 2.01% (Analysts’ price target is $116.96)
HOLD
He thinks it is a pretty good company and the present crisis will not affect it as much as other sectors. Grain and so on will still have to be moved. It will be fine in the long term.
WATCH
The rails have held in relatively well despite all these shutdowns. Don't buy the rails until we see more stability in the economy. He's certainly watching this stock.
COMMENT
Rails have consolidated, so they have better pricing power. Rails are hard to duplicate. More environmentally friendly. Slower economic growth will make things difficult. Oil shipped by rail will slow down. This environment is a rough patch, but they're great businesses and will continue to be.
HOLD
Rails look fabulous here in terms of growth and valuation. You could sell them to put into a growth name. But if you have a tax situation, keep it, don't sell it.
DON'T BUY
He sold this by mistake on Friday. CNR broke support today, which is a big knock. It held off resistance for so long until today. He questions its growth long-term.
COMMENT
It's a recession call or non-recession call. If you expect the latter, then CN has room to run up to $140-150. If you're the former, then avoid this. CN is not recession-proof. He likes CN at this levels and expects it to grind higher at least into the summer. CN is a cyclical stock.
BUY ON WEAKNESS
Rail shutdowns due to protesters. Any slowdown is not the company's fault, but due to external factors. If it got below $120, she'd put new money into it.
BUY

CP-T vs. CNR-T. He likes the rails. There is no possibility of another national rail network in the US or Canada. He thinks CP-T has more levers to pull to offset volume declines in 2020. They have more projects they can do to offset mining sector headwinds.

BUY
He likes it. CNR is a good diversified business, and fairly efficient. It's a steady eddy with decent growth.
Showing 211 to 225 of 1,329 entries