ETF Analyst Target Price: The iShares ESG Aware MSCI USA ETF (ESGU) has an implied analyst target price of $165.32 per unit, indicating a potential upside of 9.95% from its recent trading price of $150.36.
Notable Holdings with Upside: Key underlying holdings of ESGU, such as Horton Inc (DHI), Zimmer Biomet Holdings Inc (ZBH), and CSX Corp (CSX), show significant upside potential based on analyst target prices, with DHI at 11.76%, ZBH at 11.06%, and CSX at 10.36%.
Analyst Target Justification: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to downgrades if they do not align with current market conditions.
Investor Research Importance: Investors are encouraged to conduct further research to assess the validity of analyst targets in light of recent developments in the companies and their respective industries.
Wall Street analysts forecast CSX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSX is 39.50 USD with a low forecast of 30.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
Wall Street analysts forecast CSX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSX is 39.50 USD with a low forecast of 30.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
4 Hold
0 Sell
Strong Buy
Current: 35.780
Low
30.00
Averages
39.50
High
45.00
Current: 35.780
Low
30.00
Averages
39.50
High
45.00
Citi
Buy
downgrade
$42 -> $41
2026-01-23
New
Reason
Citi
Price Target
$42 -> $41
AI Analysis
2026-01-23
New
downgrade
Buy
Reason
Citi lowered the firm's price target on CSX to $41 from $42 and keeps a Buy rating on the shares following the Q4 report. The firm says a cautious macro and demand outlook held back the company's 2026 outlook. Citi sees share upside when demand recovers.
Bernstein
David Vernon
Market Perform
downgrade
$37 -> $36
2026-01-23
New
Reason
Bernstein
David Vernon
Price Target
$37 -> $36
2026-01-23
New
downgrade
Market Perform
Reason
Bernstein analyst David Vernon lowered the firm's price target on CSX to $36 from $37 and keeps a Market Perform rating on the shares. The firm notes CSX reported a headline EPS miss of 6% on weaker-than-expected revenue; adjusting for one-time items the miss was closer to 2%. Guide implies operating earnings 3% lower than street forecasts. Bernstein is taking its numbers down, and its multiple up a touch. The stock looks fully valued, the firm adds.
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RBC Capital
Walter Spracklin
Outperform
downgrade
$41 -> $40
2025-12-18
Reason
RBC Capital
Walter Spracklin
Price Target
$41 -> $40
2025-12-18
downgrade
Outperform
Reason
RBC Capital analyst Walter Spracklin lowered the firm's price target on CSX to $40 from $41 and keeps an Outperform rating on the shares as part of a broader research note previewing Q4 for Class 1 Railroads. The firm is updating its models with refreshed estimates reflecting carload trends, management commentary at conferences, and its own channel checks, the analyst tells investors in a research note.
Morgan Stanley
Equal Weight
maintain
$27 -> $30
2025-12-08
Reason
Morgan Stanley
Price Target
$27 -> $30
2025-12-08
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on CSX to $30 from $27 and keeps an Equal Weight rating on the shares. The firm adjusted ratings and targets in the freight transportation group as part of its 2026 outlook. It upgraded its freight transportation industry view to Attractive from In-Line for 2026. Risk/rewards are the best they have been since 2020, "even if the coast is not entirely clear," the analyst tells investors.
About CSX
CSX Corporation is a transportation company. The Company provides rail, intermodal and rail-to-truck transload services and solutions to customers across an array of markets, including energy, industrial, construction, agricultural and consumer products. It provides rail-based freight transportation services, including traditional rail service, the transport of intermodal containers and trailers, as well as other transportation services such as rail-to-truck transfers and bulk commodity operations. Through its subsidiary, CSX Transportation, Inc. (CSXT), it provides a link to the transportation supply chain through its approximately 20,000 route-mile rail network and serves major population centers in 26 states east of the Mississippi River, the District of Columbia and the Canadian provinces of Ontario and Quebec. CSXT is also engaged in real estate sales, leasing, acquisition and management and development activities. It serves merchandise, intermodal, coal, and trucking businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
