This summary was created by AI, based on 8 opinions in the last 12 months.
Union Pacific Corp (UNP-N) has been a past top pick with mixed reviews from different experts. While some experts recommend selling the position due to a triggered stop at $230, others view it as a progressing pick and recommend trailing up the stop. Concerns have been raised regarding its 18x forward PE and limited pricing power. However, the stock is viewed as fairly priced and has potential upside due to US capex spending. Warren Buffet owns a similar railroad, BNSF, and supports UNP's dividend, aggressive debt retirement, and share buybacks. The recent report showcased better-than-expected revenues and earnings, indicating positive growth. Overall, there are mixed opinions about UNP's performance and potential.
He sold UNP to buy Wabtec, because the former services only one geography while Wabtec goes everywhere.
His concern is its 18x forward PE. A railroad stock can grow only so much more than GDP. Pricing power is limited. He needs to see earnings outperform.
Transports haven't seen a tailwind lately. Has the sector bottomed? The timing is tough for transports now.
Been on a downtrend, though fairly priced. Earnings need to beat for shares to also rise. Trades at 18x forward PE and a PEG ratio of 1.7. A tailwind is US capex spending and all those materials that need transporting, like steel.
They just reported: revenues beat though flat for the year, costs are under control, and they beat earnings. Total volumes were up, including fertilizer up 15%, and industrial chemicals 7%. Their report was better than CSX, though guidance was guarded and mixed, including a muted first half of 2024. It's good to buy now.
Great acquisition of Kansas City by CP was a game changer. CNR is the gold standard in North America. US is not in a recession yet, but if it does happen, all the rails will get cheaper. Don't settle for just a 1% differential from the historical average, when you might be able to get it 20% cheaper.
Performs well during strong economic environment.
Infrastructure spending in USA rising.
Union negotiations rising costs for company.
New CEO good for business.
Overall is a strong business for the long term investor.
Below $200/share a good place to buy.
Owns shares in company.
Good exposure to US economy.
NEW CEO good for business.
Steady company that is safe investment.
Current share price a good place to buy.
Expecting new highs in share price in 2024/25.
Attractive industry with strong, defensive attributes. Wait. We're coming into a time when there's potential for the economy to weaken, with a big impact on the rails. His preference is CP.
Great industry to be in with consolidation and pricing power. Environmentally friendly. Rails predict the economy. Numbers were down, so UNP anticipates deceleration in economy. All rails will do really well when we come out of the slowdown. He owns CNR.
The CEO has left, but the stock will lost alot of today's gain (on the news), but pounce on that. A great long-term play that he prefers CP.
Union Pacific Corp is a American stock, trading under the symbol UNP-N on the New York Stock Exchange (UNP). It is usually referred to as NYSE:UNP or UNP-N
In the last year, 5 stock analysts published opinions about UNP-N. 3 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Union Pacific Corp.
Union Pacific Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Union Pacific Corp.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
5 stock analysts on Stockchase covered Union Pacific Corp In the last year. It is a trending stock that is worth watching.
On 2024-12-11, Union Pacific Corp (UNP-N) stock closed at a price of $233.78.
Our PAST TOP PICK with UNP has triggered its stop at $230. To remain disciplined, we recommend covering the position at this time.