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 12, 2026, 12:00 am

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

Experts have a range of opinions on Canadian National R.R. (CNR-T), indicating it may currently represent a buying opportunity given its recent price declines and historical valuation lows. Many analysts perceive CNR as well-positioned due to its unique rail network, strong market position, and capacity for growth once economic conditions improve. However, concerns about the ongoing freight recession and the impact of tariffs on the earnings of both CNR and other rail companies persist. While some analysts express caution, advocating for a 'wait and see' approach, others emphasize the significant long-term value of CNR due to its operational efficiencies and competitive advantages in a recovering economy. Overall, the sentiment is mixed but leans toward optimism for future growth as macroeconomic conditions stabilize.

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Consensus
Neutral
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Valuation
Undervalued
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Similar
CP,CP
TOP PICK
Cut their forecast because of weather. That's a good time to buy a company, because weather is not a fundamental factor for them. Remains the best operator in North America. Believes global demand is going to remain reasonably strong and the railways will benefit from this. Dividend has grown 22% in the last 5 years.
BUY
Will be coming out with earnings on Monday and analyst are estimating $.65 per share for the quarter. This is a tremendous operator. Extremely good at making their numbers. Stronger Cdn$ has had an impact on expectations so the stock has suffered. If he had to pick between Canadian National and Canadian Pacific (CP-T), he would pick the latter because they are more of a bulk shipper.
HOLD
In the rail sector, he prefers and owns Canadian Pacific (CP-T) as opposed to this one. Dynamics for CP are a little more Canada centric with grain handling, coal. CNR will be hit more with the slowdown in the US. Earnings forecasts are in the neighbourhood of $3.50/$3.60 this year, going up to the $4 level next year.
PAST TOP PICK
(A Top Pick Apr 2/07. Down 2 and %.) Felt the market was approaching a downturn> This was a safer and lower multiple way of playing and still have some economic sensitivity. Sold earlier this year with the intention of buying this or Canadian Pacific (CP-T) back. If reported earnings coming out are poor, stock will drop and this would be when he would buy.
COMMENT
The railroad sector is very strong right now, especially in the US. Canadian National (CNR-T) and Canadian Pacific (CP-T) are not trading very well right now and he is not sure why. He prefers Canadian Pacific.
WAIT
UPS (UPS-N) announced net earnings and said the outlook is bad. That hurt all of the transportation stocks. Transportation stocks had been rallying and hadn't been acting too badly but it looks like they will roll over again. Transportation is the ”Canary in the mines” and you can get a pretty good idea of what is happening in the economy through rails, trucks and airfreight. When this stock sells off again, that is the time to Buy.
WATCH
Both Canadian National (CNR-T) and Canadian Pacific (CP-T) are the kind of stocks that start off together with the bull market. Sometimes the picture does not look so exciting but they are both usually the leaders in a bull market. Once a gets past $53, this is a signal that there could be an up leg.
WEAK BUY
Good long term. Not exciting recently. Most efficient and well run. Good growth prospects. CP has less U.S exposure and more commodity exposure so it’s held up much better.
WEAK BUY
Like the rail business. One of the better run companies. May be some volatility, the strength of the Canadian dollar hurts them. It will do well in the next couple years.
BUY
The rails he likes, in both US and Canada. If you don't own it, take a hard look at CN and CP.
WEAK BUY
Like both the railroads, favour CP. The commodities boom is favourable to the Canadian railways. Worth owning.
WEAK BUY
CN and CP are both basically the same. About to begin a better year than we had for the last 6 months. Big caps such as this should recover quite well. Take defensive measures. It should start moving back up.
BUY
(Market Call Minute.) For a longer-term investor, this is the best railway in North America.
SELL
In the short term, he would be out of the rails. Thinks they will miss the area of expectation for the next couple of quarters. They are great longer-term plays.
HOLD
Likes the rails right now. Could see some higher prices going out a couple of months. In Canada, he prefers Canadian Pacific (CP-T) because of the strong demand for a lot of resources. Also have more of an East/West capacity.
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