BUZZ - Analyst Opinion: Union Pacific Railroad's growth momentum will remain strong until 2027

October 23 - ** On Thursday, Union Pacific Corporation (UNP.N) reported third-quarter profits that surpassed Wall Street expectations (link), thanks to an increase in core pricing. However, the company also noted that rising fuel prices had an impact.

** According to data compiled by the London Stock Exchange Group (LSEG), the median target price given by 26 brokers covering the stock is $335, with an average rating of “Buy”.

A stock that “can profit no matter what”

** Jefferies (“Buy”, target price: $375) stated that fuel prices could not shake record third-quarter results—a testament to strong execution of core business. Meanwhile, tightening truck capacity, intermodal pricing adjustments, as well as supportive demand will provide upside potential for 2027.

** StoneX (“Buy”, target price: $335) said: “We believe that business opportunities, productivity improvements, and high-quality services should continue to drive growth in 2027.”

** Evercore ISI (“Outperform”, target price: $329) believes the stock “can profit no matter what”, but acknowledges that M&A-related news could cause short-term price fluctuations.

** JPMorgan (“Neutral”, target price: $321) pointed out that as the operations team effectively deploys idle capacity to address recent freight growth, Union Pacific continues to deliver significant productivity improvements, and service levels are expected to remain strong through year-end.

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