16 handpicked stocks

Railroad Rivals Poised For Expansion

A potential merger between Union Pacific and Norfolk Southern is set to create the first transcontinental railroad in the U.S. This consolidation could lead to regulatory concessions that benefit competing railroad operators.

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Author avatar

Han Tan | Market Analyst

Published on July 28

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

$214.91

NSC

Norfolk Southern Corporation

NSC

Current price

$274.72

CSX

CSX Corp.

CSX

Current price

$32.47

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

In 12 months it might be worth:

$1,000.00

+22.02%

About This Group of Stocks

1

Our Expert Thinking

A potential mega-merger between Union Pacific and Norfolk Southern could create the first transcontinental railroad in U.S. history. This massive consolidation will likely face significant regulatory hurdles, requiring the combined entity to make concessions that could benefit competing railroad operators and logistics companies.

2

What You Need to Know

This group focuses on North American railroad operators and logistics firms that form the backbone of the continent's supply chain. The potential $200 billion merger would fundamentally alter the freight and logistics landscape, creating both challenges and opportunities across the transportation sector.

3

Why These Stocks

These companies were handpicked by professional analysts as the primary players positioned to capitalize on regulatory fallout from the merger. Rival firms could acquire divested assets at favorable terms, expanding their networks and strengthening their competitive positions in this transformative industry event.

Group Performance Snapshot

22.02%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 22.02% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 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 Industry Transformation

This potential merger would create the first transcontinental railroad in U.S. history, fundamentally reshaping how goods move across America. The ripple effects could create significant opportunities for positioned competitors.

⚖️

Regulatory Goldmine Ahead

A $200 billion mega-merger will face intense regulatory scrutiny, likely forcing asset sales and concessions. Smart competitors could acquire valuable railroad assets and rights at favorable terms during this process.

📈

Supply Chain Powerhouses

These companies form the backbone of North America's freight network, moving everything from agricultural products to manufactured goods. Any major industry shift creates both challenges and lucrative expansion opportunities.

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