CNIIndustrials · RailroadsThe 30 Wall Street analysts covering Canadian National Railway Co. hold a median 12-month price target of $141 — +11.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Canadian National Railway Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (99): The share price has been relatively steady.
Accruals (49): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CNI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +11.3% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 July 2026 | Barclays | Maintains | Equal-Weight | $109 → $130 |
| 27 July 2026 | Evercore ISI Group | Maintains | Outperform | $124 → $139 |
| 27 July 2026 | RBC Capital | Maintains | Outperform | $195 → $205 |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | $135 → $145 |
| 14 July 2026 | Susquehanna | Downgrade | Neutral | — |
| 14 July 2026 | Susquehanna | Downgrade | Neutral | $138 → $140 |
| 9 July 2026 | Citigroup | Maintains | Buy | $124 → $141 |
| 9 July 2026 | Citigroup | Maintains | Buy | — |
| 8 July 2026 | Wells Fargo | Maintains | Overweight | $110 → $135 |
| 8 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 25 June 2026 | Barclays | Maintains | Equal-Weight | — |
| 25 June 2026 | CIBC | Maintains | Outperformer | — |
| 25 June 2026 | Evercore ISI Group | Upgrade | Outperform | — |
| 23 June 2026 | B of A Securities | Maintains | Buy | — |
| 9 June 2026 | CIBC | Maintains | Outperformer | — |
| 30 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 30 Apr 2026 | Citigroup | Maintains | Buy | — |
| 30 Apr 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 30 Apr 2026 | RBC Capital | Maintains | Outperform | — |
| 9 Apr 2026 | B of A Securities | Upgrade | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CNI appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 35% of US stocks
Cheaper than 30% of US stocks
Cheaper than 23% of US stocks
Cheaper than 36% of US stocks
Higher than 56% of US stocks
Higher than 43% of US stocks
Higher than 52% of US stocks
Higher than 92% of US stocks
Higher than 87% of US stocks
Higher than 83% of US stocks
Higher than 87% of US stocks
Higher than 47% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| CNICanadian National Railway Co. | $76.7B | 85 |
| NSCNorfolk Southern Corp. | $75.1B | 77 |
| CPCanadian Pacific Kansas City Ltd. | $83.6B | 55 |
| CSXCSX Corp. | $93.3B | 87 |
| WABWestinghouse Air Brake Technologies Corp. | $50.7B | 63 |
| UNPUnion Pacific Corp. | $174.5B | 89 |
| FDXFedEx Corp.* | $78.7B | 74 |
* Nearest Industrials names by size — few railroads companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Canadian National Railway Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
CN announced the advancement of its hybrid locomotive development program, calling it a milestone in its commitment to more efficient and sustainable rail operations.
Why it matters — A CNI watcher would care because the company's progress on hybrid locomotive technology signals a continued focus on innovation, efficiency, and sustainability in its operations.
Canadian National Railway Co. reported record grain movement in the 2025-26 crop year. The company attributed this to network strength, reliable execution, and its capacity to meet elevated customer demand.
Why it matters — A record grain movement volume signals strong operational performance in a key freight category for CNI.
CN announced it closed the 2025-26 crop year with a record movement of more than 33.8 million metric tonnes of grain from Western Canada, surpassing the prior record of 31.2 MMT set in 2024-25. The year ended with a strong July, when CN moved 2.62 MMT of grain, exceeding the previous July record of 2.43 MMT set in 2020.
Why it matters — Record grain volumes indicate strong freight demand in a core revenue segment for CN, which is closely watched by investors as a measure of its agricultural shipping performance.
The article discusses the concept of economic moats—durable competitive advantages that protect profits—and notes that Alphabet, Costco, Visa, and Microsoft hold top positions in the author's portfolio because of such advantages.
Why it matters — CNI watchers may find the article relevant for understanding how economic moats can be applied to evaluate Canadian National Railway's competitive position relative to other companies.
Brown Advisory's Flexible Equity Strategy Q2 2026 portfolio report notes Taiwan Semiconductor Manufacturing traded higher after strong results, Intuit declined following weaker-than-expected DIY tax growth, and the strategy initiated a position in Capital One Financial. The update does not reference Canadian National Railway.
Why it matters — The portfolio update contains no mention of Canadian National Railway, so it offers no direct insight or bearing for CNI watchers.
The 30 Wall Street analysts covering Canadian National Railway Co. have a median 12-month price target of $141, with estimates ranging from $115 to $153. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering Canadian National Railway Co., 15 rate it a Buy, 13 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Canadian National Railway Co. 85 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Canadian National Railway Co. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (99 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +11.3% from the last close, and Ticker Nerd's factor model ranks Canadian National Railway Co. 85 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Canadian National Railway Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CNI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $115 to $153 over the next 12 months.
Canadian National Railway Co. returned +39.3% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Canadian National Railway Company is a North American transportation and logistics company focused on rail freight and related services. Canadian National Railway Company operates an extensive network that moves goods across Canada and the United States, supporting intermodal transport, trucking connections, customs brokerage, warehousing, transloading, and supply chain services.
The most recent item we track (GlobeNewsWire, 14 Aug 2026): "CN Continues to Advance Locomotive Innovations". CN announced the advancement of its hybrid locomotive development program, calling it a milestone in its commitment to more efficient and sustainable rail operations.
Canadian National Railway Company is a North American transportation and logistics company focused on rail freight and related services. Canadian National Railway Company operates an extensive network that moves goods across Canada and the United States, supporting intermodal transport, trucking connections, customs brokerage, warehousing, transloading, and supply chain services. Its operations serve a broad mix of industries, including automotive, grain, forest products, metals, minerals, petroleum, chemicals, fertilizer, coal, and consumer goods. The company also provides specialized services such as temperature-controlled transport, logistics park access, private railcar storage, and short-line connections, making it an important carrier in cross-border and domestic freight movement. Headquartered in Montreal, Canada, Canadian National Railway Company plays a central role in large-scale freight transportation and industrial supply chains across North America.
CEO Ms. Tracy A. Robinson · 23,825 employees · Canada · https://www.cn.ca