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.

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Consensus
Neutral
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Valuation
Undervalued
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Similar
CP,CP
HOLD
Likes the rails. Has a little further multiple expansion and pretty good earnings growth for 2/3 years.
BUY ON WEAKNESS
What happens in this stock will depend on what happens over the summer. Has pulled back into a price range that he is more interested in. Would probably buy $3 lower.
BUY
Looks interesting here. Arguably the best railroad in North America. Reported great earnings. Continued good cost control. Commodity sensitive. Strong management. Could go a little bit lower, but it is a long-term investment.
WEAK BUY
Roads are essentially economy stocks. Prefers CP (CP-T) a little bit better because it is more centred in Canada. A little concerned about the US economy’s prospects going into 2007.
HOLD
Over the next 2/3 years, it may very well go through the old highs. Could be considered at $45/46.
BUY
Rails is a very good industry. Only 6 major rails in North America so there is no new competition coming and they raise prices at a pretty prodigious rate. This is the best rail with the best operating metrics globally. Good long-term investment but prefers Canadian Pacific (CP-T) or Burlington (BNI-N) right now.
BUY
Good value. The earnings prospects remained very good. The best managed rail company in North America. Best operating ratios and the best chance for continued ongoing profits.
BUY
Have always had great operating ratios. Not as affected by oil/gas prices as their trucking competition. Have done a really great job of cutting their costs, increasing the size of their cargo and giving more efficient engines to work for them. A great company.
DON'T BUY
Rails have been a leading group in the market. This one's earnings look very good but, the problem is, they may be a little bit over owned. Has lightened up a little bit.
BUY
Likes the railway business and this one in particular. It is the best run and has the best operating ratios and has the best long-term outlook.
BUY
His model price is $57/58, a positive 15% differential.
BUY
Just recently bought some. Doesn't have a lot, but quite happy to hold. Has some important traffic in the US. Brilliantly run and should be held long term.
WEAK BUY
1.2% dividend. The best run railroad in North America. It is benefiting hugely from the high demand of resources. The share price is very high. Favours CP Rail (CP-T), as it is still catching up.
BUY
Likes the railroads. The rails were starved for capital many years ago. They now have great pricing power. The commodity boom is really helping these companies out. This one is the better Canadian rail. It is better run. You can own either one, and do well.
BUY
The best run rail in North America. This is a good way to play the sector with traffic going east and west as well as north and south.
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