Union Pacific Corporation (UNP)

Outperform Recap: Q2 2026

The Merger Gets Real: STB Acceptance, a Canadian National Settlement, and a Guidance Raise Move Us to Outperform

Hold Recap: Q1 2026

Precision Railroading at Its Sharpest: Record Q1 and Merger Conviction Spark an 8.8% Pop, But We Initiate UNP at Hold on a Full Multiple