UNP

Union PacificC

NYSE / Transportation

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment AI

B+

Bull case

20%

Probability

Target price

$307.65

+16.2% vs current

Most likely

Base case

60%

Probability

Target price

$261.81

-1.1% vs current

B-

Bear case

20%

Probability

Target price

$215.00

-18.8% vs current

AI sentiment snapshot

Latest data as of 2026-02-04

AI commentary

Market and sell-side consensus skews mildly positive with a median near $261.81; several sources show highs near $286–307 and lows near $215–245 indicating dispersion in views [#SERP-1] [#SERP-3]. Recent analyst summaries emphasize execution on network performance and pricing as key drivers. The tone is constructive but contingent on operational improvements and stable demand [#SERP-3].

RankAlpha Sentiment AI - 2026-02-04

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-05eventOperational/guidance update (cost, fuel, network performance)High impact

Material operational updates (fuel cost outlook, network performance) could alter margin outlook and analyst targets; timing assumed within the upcoming quarter window and the date chosen is the window end for conservatism [#SERP-1].

2026-05-05catalystQuarterly earnings / guidance (Q1 2026)Medium impact

Q1 results and management guidance can drive a re-rate; analysts show a one-year median target above current price which may be updated after the release [#SERP-3]. Assumed release date used due to no exact public date in the reviewed snippets.

2027-02-04catalystInfrastructure investment returns and rate environment normalizationHigh impact

Multi-quarter benefits from announced capex and potential freight volume recovery could drive medium-term upside versus peers; reflected in many sell-side one-year targets [#SERP-1] [#SERP-3].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-02-04 • Updated nightlySource: Internal modelMethodology