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17 handpicked stocks

America's New Transcontinental Railroad

Union Pacific's acquisition of Norfolk Southern for $85 billion creates the first coast-to-coast railroad in the U.S. This theme focuses on companies poised to benefit from the resulting improvements in supply chain efficiency and logistics.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

UNP

Union Pacific Corporation

UNP

Current price

$220.78

NSC

Norfolk Southern Corporation

NSC

Current price

$280.74

CSX

CSX Corp.

CSX

Current price

$36.32

About This Group of Stocks

1

Our Expert Thinking

The $85 billion Union Pacific-Norfolk Southern merger creates America's first single-owner transcontinental railroad network. This historic consolidation has the potential to revolutionize national logistics by streamlining freight movement from coast to coast, creating significant opportunities for companies throughout the supply chain ecosystem.

2

What You Need to Know

This group includes the primary railroad operators involved in the consolidation, their key competitors, and logistics companies that rely heavily on rail transport. These businesses may benefit from reduced transit times, lower shipping costs, and enhanced network reliability as the new unified system takes shape.

3

Why These Stocks

These companies were handpicked by professional analysts as direct and indirect beneficiaries of this landmark railroad merger. From intermodal transport providers to trucking firms, each stock represents exposure to the potential long-term impact of America's new transcontinental rail network.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+28.59%

Group Performance Snapshot

28.59%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 28.59% over the next year.

11 of 17

Stocks Rated Buy by Analysts

11 of 17 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚂

Historic Infrastructure Play

This is the first time in U.S. history that a single company will own a true coast-to-coast railroad network. You're looking at a once-in-a-generation infrastructure transformation that could reshape American commerce.

Supply Chain Revolution

A unified transcontinental rail system means faster, cheaper, and more reliable freight movement. Companies that depend on shipping goods across the country could see their costs drop and efficiency soar.

💎

Expert-Selected Winners

These aren't random logistics stocks. Professional analysts handpicked each company based on their potential to benefit from this $85 billion mega-merger and the new opportunities it creates.

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