CSX Corporation (CSX)

Hold Recap: Q1 2026

The Inflection Arrives, the Re-Rating Catches Up: Downgrading CSX to Hold Into the Beat-and-Raise

Outperform Recap: Q4 2025

A Soft Quarter, a Strong 2026 Guide, a Cheaper Stock: Maintaining CSX at Outperform

Outperform Recap: Q3 2025

A Dealmaker in the Chair, a Network Finally Healed: Upgrading CSX to Outperform

Hold Recap: Q2 2025

A Convincing Operational Recovery, Now Wrapped in a Merger Premium We Won't Chase