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UNP

Union Pacific Corp

OPPORTUNISTIC BUY 2026-08-29 Data 14 days old USD 307.83 Industrials - RailroadsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 307.83
Buy <=wait / entry
USD 265.00
Trim >=take some off
USD 325.00
Thesis breakConfirmed Surface Transportation Board rejection or conditional remedy package t...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q2 2026 earnings beat with actual EPS $3.41 vs est $3.16 (+7.91%)
  • Merger application with Norfolk Southern affirmed and enhanced with new customer protections
  • Agreement reached with CN to expand customer opportunities
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.