Canadian National Railway to Announce Q4 Earnings on January 30

Written by Emily J. Thompson, Senior Investment Analyst

CNI+2.53%

Source: seekingalpha

Updated: 4h ago

0mins

Source: seekingalpha

Earnings Announcement: Canadian National Railway is set to release its Q4 earnings on January 30 before market open, with consensus EPS estimate at $1.46, reflecting a 19.8% year-over-year decline, and revenue expected at $3.28 billion, down 24.8% year-over-year.
Historical Performance: Over the past year, CNI has surpassed EPS estimates 75% of the time and has beaten revenue estimates 100% of the time, indicating a strong track record in meeting market expectations.
Estimate Revisions: In the last three months, EPS estimates have undergone 12 upward revisions and 9 downward adjustments, while revenue estimates have seen 11 upward and 8 downward revisions, highlighting mixed market sentiment regarding the company's future performance.
Market Focus: Despite facing temporary headwinds, Canadian National Railway continues to attract investor interest, particularly regarding its objections to the Norfolk Southern-Union Pacific merger, showcasing its active role in industry dynamics.

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CNI

$101.03+Infinity%1D

Analyst Views on CNI

Wall Street analysts forecast CNI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CNI is 113.56 USD with a low forecast of 105.00 USD and a high forecast of 136.77 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.

15 Analyst Rating

9 Buy

6 Hold

0 Sell

Moderate Buy

Current: 98.540

Low

105.00

Averages

113.56

High

136.77

Current: 98.540

Low

105.00

Averages

113.56

High

136.77

Scotiabank

NULL -> Outperform

maintain

$160 -> $163

2026-01-21

Reason

Scotiabank

Price Target

$160 -> $163

AI Analysis

2026-01-21

maintain

NULL -> Outperform

Reason

Scotiabank raised the firm's price target on CN to C$163 from C$160 and keeps an Outperform rating on the shares.

CIBC

NULL

to

Outperformer

maintain

$151 -> $154

2026-01-08

Reason

CIBC

Price Target

$151 -> $154

2026-01-08

maintain

NULL

to

Outperformer

Reason

CIBC raised the firm's price target on CN to C$154 from C$151 and keeps an Outperformer rating on the shares.

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About CNI

Canadian National Railway Company is a transportation and logistics company. The Company's services include rail, intermodal, trucking, and supply chain services. The Company’s rail services offer equipment, customs brokerage services, transloading and distribution, private car storage and others. Its intermodal container services help shippers expand their door-to-door market reach with about 23 strategically placed intermodal terminals. Its intermodal services include temperature-controlled cargo, port partnerships, logistics park, custom brokerage, transloading and distribution, and others. Its trucking services include door-to-door service, import and export dray, interline services, and specialized services. Its supply chain services offer comprehensive services across a range of industries and product types. The Company transports more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year.

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.