Union Pacific Corporation (UNP) stock is among the Top 10 Transportation and Industrial Stocks to Buy Now. Baird resumed coverage with a “Neutral” rating and $231 price target, citing balanced views on headwinds, risks, and earnings prospects for the trucking, logistics, and rail sectors in 2025.

In Q1 2025, Union Pacific (UNP) saw $6.0 billion in operating revenue, flat despite 7% volume growth. Freight revenue of $5.7 billion rose 1%, boosted by robust volume growth. The company affirmed its 2025 outlook, aiming for high single to low double-digit EPS growth consistent with its 3-year view.

Bretton Capital Management’s Q4 2024 investor letter mentioned Union Pacific (UNP) as a minor detractor, with the rail industry facing revenue challenges from shifting volume sources. Despite this, Union Pacific managed to cut costs and grow earnings per share by 6% in Q4 2024.

While acknowledging Union Pacific’s potential as an investment, some believe AI stocks offer greater upside potential and lower downside risk. For those seeking undervalued AI stocks with potential benefits from tariffs and onshoring trends, a free report on the best short-term AI stock is available.

For more insights on AI stocks, check out “13 Cheap AI Stocks to Buy According to Analysts” and “11 Unstoppable Growth Stocks to Invest in Now” on Insider Monkey. No disclosure provided.

Read more at Yahoo Finance: Baird Resumes Coverage of Union Pacific (UNP) Stock With a Neutral Rating