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CSX · NASDAQ · STOCK

CSX (CSX) Stock Analysis

Industrials Updated August 24, 2026
$51.45
52W $31.80 – $53.60
68/100
$95.57B
29.8
1.21
AI Committee Verdict
Buy
68/100
Conviction: High · 80% agreement · 5 analysts
+3.5%
-26.5%
0.13:1
High
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is CSX Bullish or Bearish?

Bullish. Innellis AI committee rates CSX Corporation (CSX) Buy with a composite score of 68/100 , based on 5 analysts with 80% agreement. Last updated August 24, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +6.81 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -13.19 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 24, 2026
Overall Committee Score
68/100
Agreement
80%
Analysts
5
Conviction
High
Sector Rank
Top 4%
of 226 Industrials peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bullish
70 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score strengthened from 58.2 to 68.2.

Analyst-level changes:
  • Growth Analyst: score 62->85 (+22).
  • Risk Analyst: stance neutral->bullish; score 52->70 (+18).
  • Value Analyst abstained (was neutral at 48).

Comparing 2026-08-23 to 2026-08-24 (1 day apart).

Technical Analysis

RSI (14)
69.5
Neutral
MACD Histogram
-0.009
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$37.92
Resistance
$53.40
Bollinger %B
0.98
Inside Bands
Price vs Moving Averages
EMA 9
$50.73 Above
EMA 21
$50.46 Above
EMA 50
$49.33 Above
EMA 200
$43.67 Above

Fundamental Analysis

Valuation
20
Growth
82
Profitability
88
Financial Health
29
Cash Flow
70
Valuation
P/E Ratio 29.8×
P/B Ratio 6.80×
PEG Ratio 4.86
Dividend Yield 1.05%
52W High $53.60
52W Low $31.80
Quality & Growth
ROE 2195.3%
ROA 661.4%
Gross Margin 5487.9%
Operating Margin 3415.1%
Revenue Growth YoY
Debt / Equity 1.37
AI Fundamental Assessment
P/E ratio of 29.8 (moderate relative to a 15-40x range); Price-to-book of 6.8x; PEG ratio of 4.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 22.0%; Return on assets of 6.6%; Net margin of 22.2%; Gross margin of 54.9%; Current ratio of 0.82 (tight short-term liquidity); Debt-to-equity of 1.37; Free cash flow per share is positive (2.71); Most recent quarter beat estimates by 3.4%; 2 consecutive earnings beats; EPS growth accelerating (+10.3% -> +25.6% QoQ); Average YoY EPS growth of 22.7%; Analyst estimates rising over recent quarters
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