Union Pacific Option Alert: Aug 15 $245 Puts at the Bid: 460 vs 51 OI

Union Pacific Option Alert: Aug 15 $245 Puts at the Bid: 460 @ $22.87 vs 51 OI; Ref=$222.41

Union Pacific Option Alert: Jan 16 $270 Calls at the Ask: 4043 vs 616 OI

Union Pacific Option Alert: Jan 16 $270 Calls at the Ask: 4043 @ $1.65 vs 616 OI; Ref=$227.03

Union Pacific (NYSE:UNP) Bolsa

UNION PACIFIC CORP

Union Pacific

Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the US, Union Pacific generated $24 billion of revenue in 2024 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.

warren buffett ai4

Trading Ideas

Buffett podría impulsar nuevas adquisiciones ferroviarias con Berkshire Hathaway, según informes recientes. Goldman Sachs entra en juego.

¿Buffett va por más trenes? Las acciones ferroviarias podrían estar en el radar de Berkshire Hathaway

Earnings

News

Pre-Market Outlook

Markets

PLXS

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este jueves: GE, PLXS, AAL, KNX y UNP.

5 acciones en el foco este jueves: GE, PLXS, AAL, KNX y UNP

Politics

General

Reuters Cites Top Senate Democrat Schumer Calling Union Pacific Deal To Buy orfolk Southern "Hostile Takeover Of America's Infrastructure"

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Seaport Global analyst Tom Curran downgraded the rating for Baker Hughes Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) from Buy to Neutral. Baker Hughes shares closed at $45.75 on Tuesday. <a href="https://www.benzinga.com/quote/BKR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc analyst Aleksey Yefremov downgraded the rating for Albemarle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>) from Overweight to Sector Weight. Albemarle shares closed at $71.60 on Tuesday. <a href="https://www.benzinga.com/quote/ALB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Brian Ossenbeck downgraded Norfolk Southern Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) from Overweight to Neutral and raised the price target from $282 to $288. Norfolk Southern shares closed at $277.70 on Tuesday. <a href="https://www.benzinga.com/quote/NSC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Emily Field downgraded Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) from Overweight to Equal-Weight. Novo Nordisk shares closed at $53.94 on Tuesday. <a href="https://www.benzinga.com/quote/NVO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Ariel Rosa downgraded the rating for Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from Buy to Neutral and slashed the price target from $270 to $250. Union Pacific shares closed at $223.77 on Tuesday. <a href="https://www.benzinga.com/quote/UNP/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying UNP stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="599" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30135615/image-479-1024x599.png" alt="" class="wp-image-1007620" style="width:624px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30135615/image-479-1024x599.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30135615/image-479-300x175.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30135615/image-479-768x449.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30135615/image-479.png 1117w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46684052/jim-cramer-prefers-this-financial-stock-over-brighthouse-financial">Jim Cramer Prefers This Financial Stock Over Brighthouse Financial</a></li>
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Photo via Shutterstock

Downgrades

Analyst Ratings

This Union Pacific Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday

RBC Capital analyst Walter Spracklin maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Outperform and raises the price target from $257 to $276.

Price Target

RBC Capital Maintains Outperform on Union Pacific, Raises Price Target to $276

Susquehanna analyst Bascome Majors maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Positive and lowers the price target from $260 to $257.

Susquehanna Maintains Positive on Union Pacific, Lowers Price Target to $257

Citigroup analyst Ariel Rosa downgrades Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from Buy to Neutral and lowers the price target from $270 to $250.

Citigroup Downgrades Union Pacific to Neutral, Lowers Price Target to $250

Norfolk Southern Corp Says Union Pacific Will Pay Co A Termination Fee Of $2.5B In Cash In Certain Circumstances If Deal Is Terminated; Co, Union Pacific To Pay The Other $2.5B If Deal Terminated Due To Change In Board Recommendation Or Alternative Proposals

Reuters Reports Largest U.S. Rail Union Intends To Oppose Norfolk Southern And Union Pacific Merger

WIIM

Union Pacific shares are trading lower after the company announced it will acquire Norfolk Southern in a cash and stock deal.

Management

Live On CNBC, Union Pacific CEO Vena On Deal With Norfolk, Says Have Guaranteed Jobs For Anybody That's Unionized At Norfolk Southern

Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) reported financial results for the second quarter ahead of the market open on Tuesday. Here&#8217;s a look at the key metrics <a href="https://www.benzinga.com/pressreleases/25/07/n46683047/norfolk-southern-reports-second-quarter-2025-results">from the quarter</a>.
Q2 Earnings: Norfolk Southern reported second-quarter revenue of $3.11 billion, beating analyst estimates of $3.10 billion, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company reported second-quarter adjusted earnings of $3.29 per share, beating analyst estimates of $3.27 per share.
Railway operating revenues were up $66 million year-over-year to&nbsp;$3.1 billion on volume growth of&nbsp;3%. Excluding the impact of fuel surcharge revenue, railway revenue was up 4% year-over-year. 
&#8220;This quarter, Norfolk Southern delivered another set of strong results — growing volumes, managing costs, and delivering&nbsp;8%&nbsp;EPS growth. While we remain clear-eyed about market uncertainty, our performance reflects the strength of our strategy and our ability to continue disciplined execution, relentless focus on safety and seamless customer service,&#8221; said Mark George, president and CEO&nbsp;of Norfolk Southern.
Guidance: Norfolk Southern expects full-year 2025 revenue growth of 3% to 4% compared to 2024. The company anticipates an improvement of 100 to 150 basis points in adjusted operating ratio for 2025, but said it expects the third quarter to be pressured due to weaker revenue than expected early in the quarter.
Norfolk Southern now expects productivity savings in 2025 of over $175 million due to strong results from cost-control measures. 
Norfolk Southern also announced an agreement with Union Pacific Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) to combine in a stock and cash transaction. Union Pacific will acquire Norfolk Southern at an implied value of $320 per share. Shareholders are set to receive one share of Union Pacific and $88.82 in cash for each share of Norfolk Southern stock held.&nbsp;The deal will create America&#8217;s first transcontinental railroad.
NSC Price Action: <a href="http://benzinga.com/quote/NSC" target="_blank" rel="noreferrer noopener">Norfolk Southern shares</a> were down 1.58% at $281.89 at the time of publication Tuesday, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Read Next:
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<li><a href="https://www.benzinga.com/m-a/25/07/46644138/deal-dispatch-will-buffett-catch-the-train-plus-bezos-circles-cnbc">Deal Dispatch: Will Buffett Catch The Train? Plus — Bezos Circles CNBC</a></li>
</ul>
Photo: Ian Dewar Photography/Shutterstock.com

Movers

Norfolk Southern Q2 Earnings: Revenue, EPS Beat Estimates, Company Flags 'Weaker' Revenue Early In Q3

Termination

Movers & Shakers

Based On 2024 Results, Pro-Forma combined Co. Would Have Revenues ~$36B, EBITDA ~$18B; Deal Expected To Be Accretive To UNP's Adj. EPS In Second Full Year After Closing

Union Pacific To Acquire Norfolk Southern In Cash And Stock Deal, Implying Value Of $320/Share For Norfolk Southern

<h2 class="wp-block-heading">New On The Block</h2>
<ul class="wp-block-list">
<li>Warren Buffett might be preparing to punch a one-way ticket to <a href="https://www.benzinga.com/topic/transportation">transcontinental rail dominance</a>. With Union Pacific Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) confirming it&#8217;s in "advanced discussions" to <a href="https://www.wsj.com/business/deals/union-pacific-norfolk-southern-in-advanced-discussions-for-deal-348a3158?gaa_at=eafs&amp;gaa_n=ASWzDAiDBso8V46Fe_WJK-KsthP48eSHqJQJ-ZTMJ-ouJTsnBR3LVqpvFjJ_JEf1IHg%3D&amp;gaa_ts=6883c558&amp;gaa_sig=oXtGVAu0Q5qx5XVQ0ggMHeqdYWaH7amlOErlCGq6EXRl9ZaO836CqlXss11XusQHdOlt4dMk4L-uR3gD4-G6ww%3D%3D">merge</a> with Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>), all eyes have turned to Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), which owns Burlington Northern Santa Fe, to see if the Oracle of Omaha will counter by scooping up CSX Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>). Such a deal, according <a href="https://www.barrons.com/articles/berkshire-buffett-csx-merger-bnsf-1ae24485">to</a> Barron&#8217;s, would create a second coast-to-coast railroad, reshaping the freight landscape in the U.S. CSX CEO Joseph Hinrichs didn't exactly pour cold water on the idea during the company&#8217;s earnings call Wednesday, saying CSX is "open to anything" that delivers shareholder value.</li>
</ul>
<ul class="wp-block-list">
<li>Jeff Bezos may be eyeing CNBC as his <a href="https://www.benzinga.com/news/entertainment/25/07/46613555/bezos-spent-500-million-on-yacht-how-much-to-buy-cnbc#google_vignette">next big media acquisition</a>, according to a report from the New York Post. As Comcast prepares to spin off CNBC and other networks into a new company called Versant, the Amazon founder is rumored to be considering a bid that would align with his growing media portfolio, which already includes The Washington Post.</li>
</ul>
<ul class="wp-block-list">
<li>Sony Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) is exploring a <a href="https://www.reuters.com/business/sony-explores-sale-cellular-chipsets-business-sources-say-2025-07-23/">sale</a> of its cellular chipset unit, Sony Semiconductor Israel. The company, which acquired the unit (formerly Altair Semiconductor) in 2016 for $212 million, is working with investment bankers on an auction process. The business, which generates about $80 million in recurring annual revenue, could fetch close to $300 million. Potential buyers include private equity firms and industry players. The move comes as Sony also prepares to partially spin off and list its financial services arm, while considering other options for its broader semiconductor business, such as partnering with external companies or adopting a fab-light model.</li>
</ul>
See Also: <a href="https://www.benzinga.com/real-estate/25/07/46598634/heres-how-much-warren-buffett-pockets-every-time-you-buy-a-bottle-of-coke">Here&#8217;s How Much Warren Buffett Pockets Every Time You Buy A Bottle of Coke</a>
<h2 class="wp-block-heading">Updates From The Block</h2>
<ul class="wp-block-list">
<li>Recall that Spanish telecom giant Telefónica had agreed to sell its Uruguayan unit to Millicom International for $440 million. The divestiture was part of a broader strategy to reduce debt and limit currency risk by putting Latin American assets up for auction. Beyond ONE is <a href="https://www.reuters.com/business/media-telecom/telefonica-exclusive-talks-sell-its-mexican-unit-beyond-one-sources-say-2025-07-25/">reportedly</a> in exclusive talks to buy Telefónica&#8217;s Mexican unit.</li>
</ul>
<ul class="wp-block-list">
<li>Pinnacle Financial Partners Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PNFP#NASDAQ">PNFP</a>) shares <a href="https://www.bloomberg.com/news/articles/2025-07-24/pinnacle-synovus-agree-to-combine-in-8-6-billion-stock-deal?sref=TBDibEcD">plunged</a> the most in over five years after announcing an $8.6 billion all-stock merger with Synovus Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNV#NYSE">SNV</a>), forming the largest U.S. bank deal announced so far in 2025. The two Southeast-based banks — each with market values near $8 billion — will merge under a new Pinnacle parent company, with Pinnacle shareholders owning 51.5% and Synovus shareholders 48.5%. Investors reacted negatively, with Pinnacle shares falling as much as 17% and Synovus down 13%, amid expectations that both could have attracted higher takeover premiums from larger regional banks.</li>
</ul>
<h2 class="wp-block-heading">Off The Block</h2>
<ul class="wp-block-list">
<li>The FCC <a href="https://www.benzinga.com/m-a/25/07/46619864/paramount-global-stock-jumps-after-fcc-approves-8-billion-merger-with-skydance">approved the $8 billion merger</a> between Paramount Global Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>) and Skydance. According to the New York Times, the combined entity agreed to install an official to monitor bias at CBS's news division. Sen. Elizabeth Warren (D-Mass.) is calling for an investigation into the approval of the "wink-wink" deal, suggesting it may be tied to a $16 million settlement President Trump received from Paramount. &#8220;Trump is open for business [but] bribery is still illegal,&#8221; <a href="https://www.benzinga.com/markets/tech/25/07/46622070/elizabeth-warren-slams-trump-administrations-paramount-skydance-approval-calls-it-wink-wink-deal-signaling-president-is-open-for-business">Warren said</a>.</li>
</ul>
<ul class="wp-block-list">
<li>Chevron Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) has <a href="https://www.bloomberg.com/news/articles/2025-07-23/chevron-cut-575-positions-as-53-billion-hess-takeover-closed">completed</a> its $55 billion merger with Hess. According to a Texas Workforce Commission filing on Wednesday, following the deal's closure, Chevron cut 575 jobs in Houston and 70 in North Dakota.</li>
</ul>
<h2 class="wp-block-heading">Bankruptcy Block</h2>
<ul class="wp-block-list">
<li>CareerBuilder and Monster, once leading online job boards, have been <a href="https://www.reuters.com/legal/litigation/monster-careerbuilder-job-sites-sell-28m-bankruptcy-2025-07-21/">sold</a> for $28 million in bankruptcy to Bold Holdings following a competitive auction. This sale marks a significant transition for these platforms, reflecting changes in the job market and digital recruitment strategies. Bold Holdings aims to revitalize the online job search industry, currently dominated by LinkedIn. </li>
</ul>
<a href="https://www.benzinga.com/m-a/25/07/46500376/deal-dispatch-del-taco-tanks-tylenol-sale-joyebells-burns-the-pie">For the previous edition of Deal Dispatch, click here</a>.
Now Read
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<li><a href="https://www.benzinga.com/personal-finance/management/25/07/46633455/how-rich-are-you-this-is-the-net-worth-it-takes-to-join-the-top-2-of-households">How Rich Are You? This Is The Net Worth It Takes To Join The Top 2% Of Households</a></li>
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Image: Edited by Benzinga using Shutterstock

PARA

PARAA

PNFP

Sony Group Corporation American Depositary Shares

SONY

Deal Dispatch: Will Buffett Catch The Train? Plus — Bezos Circles CNBC

Union Pacific Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) is demonstrating a clear acceleration in its operational and financial performance, fueled by significant productivity gains and a strong earnings beat in its latest quarter. 
This resurgence, coupled with strategic advancements and a dividend increase, signals a strong trajectory for the rail giant amid evolving market dynamics.
Bank of America Securities (BofA) analyst Ken Hoexter reiterated a Buy rating on Union Pacific Corp. and raised the <a href="https://www.benzinga.com/quote/UNP/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast</a> to $271 from $262, citing growing confidence in the company&#8217;s operational and financial trajectory under CEO Jim Vena.
Also Read: <a href="https://www.benzinga.com/trading-ideas/rumors/25/07/46557532/is-warren-buffetts-347-billion-cash-buying-railroads-heres-what-the-oracle-of-omaha-said" target="_blank" rel="noreferrer noopener">Is Warren Buffett&#8217;s $347 Billion Cash Buying Railroads? Here&#8217;s What The Oracle Of Omaha Said</a>
Hoexter now applies a 20.5x multiple to 2026 EPS, above Union Pacific&#8217;s historical 14x–20x range, to reflect meaningful improvements in service, cost discipline, and the cultural transformation already underway.
He expects a strong earnings recovery in 2025, with EPS projected to rise from $11.06 in 2024 to $11.80 in 2025 and $13.20 in 2026. This outlook aligns with management&#8217;s long-term target of high-single to low-double-digit compound annual growth.
The second-quarter <a href="https://www.benzinga.com/markets/earnings/25/07/46609130/union-pacific-sticks-to-annual-outlook-confirms-merger-talks-with-norfolk-southern" target="_blank" rel="noreferrer noopener">earnings beat</a>, $3.03 adjusted EPS versus $2.92 consensus, and an industry-best adjusted operating ratio of 58.1% further strengthen his conviction in the turnaround story.
While acknowledging potential dilution risks from merger talks with Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>), Hoexter sees the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46600288/union-pacific-and-norfolk-southern-discussing-possible-merger/" rel="noreferrer noopener">proposed</a> combination as strategically aligned with the Trump administration&#8217;s push to modernize U.S. infrastructure and create a more competitive transcontinental rail network.
He also expects Union Pacific to maintain healthy leverage between 2.7x and 3.0x, continue scaling its share repurchase program, and reaccelerate top-line growth.
Union Pacific outperformed in the second quarter, posting $6.15 billion in revenue, up 2% year over year, driven by 4% volume growth, strong core pricing, and record productivity.
Adjusted operating income rose 5% to $2.53 billion, while key efficiency metrics showed notable gains: freight car velocity improved 10%, locomotive productivity increased 5%, and workforce productivity jumped 9%.
The board approved a 3% <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46454775/union-pacific-corporation-announces-3-dividend-increase-for-third-quarter-2025" rel="noreferrer noopener">increase</a> in the quarterly dividend to $1.38 per share, payable Sept. 30. Management reaffirmed its full-year guidance, with earnings tracking toward the high end of its long-term growth outlook.
Beyond BofA, other analysts have also adjusted their positions on Union Pacific. Wells Fargo analyst Christian Wetherbee maintained an Overweight rating and raised his price target from $250 to $260. Conversely, Evercore ISI&#8217;s Jonathan Chappell maintained an In-Line rating but slightly trimmed his price target from $244 to $238. Notably, Jefferies analyst Stephanie Moore upgraded the stock from Hold to Buy, significantly lifting her price target from $250 to $285.
Price Action: UNP shares are trading higher by 2.27% at $224.64 at the last check on Friday.
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Photo via Shutterstock

Analyst Color

Reiteration

Union Pacific's Turnaround Gains Momentum With Stellar Q2 Operations

UBS analyst Thomas Wadewitz maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Neutral and raises the price target from $238 to $240.

UBS Maintains Neutral on Union Pacific, Raises Price Target to $240

BMO Capital analyst Fadi Chamoun maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Outperform and raises the price target from $270 to $277.

BMO Capital Maintains Outperform on Union Pacific, Raises Price Target to $277

Wells Fargo analyst Christian Wetherbee maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Overweight and raises the price target from $250 to $260.

Wells Fargo Maintains Overweight on Union Pacific, Raises Price Target to $260

Evercore ISI Group analyst Jonathan Chappell maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a In-Line and lowers the price target from $244 to $238.

Evercore ISI Group Maintains In-Line on Union Pacific, Lowers Price Target to $238

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Deutsche Bank raised Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>) price target from $97 to $105. Deutsche Bank analyst Brian Bedell maintained a Buy rating. Nasdaq shares closed at $93.50 on Thursday. See how other <a href="https://www.benzinga.com/quote/NDAQ/analyst-ratings">analysts view this stock</a>.</li>
<li>Keybanc increased the price target for United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) from $865 to $960. Keybanc analyst Ken Newman maintained an Overweight rating. United Rentals shares closed at $875.25 on Thursday. <a href="https://www.benzinga.com/quote/URI/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan slashed Teck Resources Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TECK#NYSE">TECK</a>) price target from $46 to $41. JP Morgan analyst Bill Peterson downgraded the stock from Overweight to Neutral. Teck Resources shares closed at $35.12 on Thursday. <a href="https://www.benzinga.com/quote/TECK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies boosted the price target for Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from $250 to $285. Jefferies analyst Stephanie Moore upgraded the stock from Hold to Buy. Union Pacific shares closed at $220.52 on Thursday. <a href="https://www.benzinga.com/quote/UN[/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Sidoti &amp; Co. increased the price target for Plexus Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLXS#NASDAQ">PLXS</a>) from $135 to $150. Sidoti &amp; Co. analyst Anja Soderstrom upgraded the stock from Neutral to Buy. Plexus shares closed at $118.29 on Thursday. <a href="https://www.benzinga.com/quote/PLXS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird raised Knight-Swift Transportation Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNX#NYSE">KNX</a>) price target from $55 to $60. Baird analyst Daniel Moore maintained an Outperform rating. Knight-Swift Transportation shares settled at $45.55 on Thursday. <a href="https://www.benzinga.com/quote/KNX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt increased Synopsys, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) price target from $625 to $650. Rosenblatt analyst Blair Abernethy maintained a Buy rating. Synopsys shares closed at $609.68 on Thursday. <a href="https://www.benzinga.com/quote/SNPS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Stifel cut Henry Schein, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSIC#NASDAQ">HSIC</a>) price target from $80 to $75. Stifel analyst Jonathan Block downgraded the stock from Buy to Hold. Henry Schein shares closed at $72.62 on Thursday.  <a href="https://www.benzinga.com/quote/HSIC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt raised the price target for IMAX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) from $35 to $37. Rosenblatt analyst Steve Frankel maintained a Buy rating. IMAX shares settled at $28.29 on Thursday. <a href="https://www.benzinga.com/quote/IMAX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley increased Labcorp Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LH#NYSE">LH</a>) price target from $283 to $306. Morgan Stanley analyst Ricky Goldwasser maintained an Overweight rating. Labcorp shares closed at $267.69 on Thursday. <a href="https://www.benzinga.com/quote/lh/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying NDAQ stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="582" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-1024x582.png" alt="" class="wp-image-1000765" style="width:593px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-1024x582.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-300x170.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-768x436.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401.png 1102w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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HSIC

IMAX

Laboratory Corporation Of America Holdings

NDAQ

SNPS

TECK

Nasdaq To Rally More Than 12%? Here Are 10 Top Analyst Forecasts For Friday

Jefferies analyst Stephanie Moore upgrades Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from Hold to Buy and raises the price target from $250 to $285.

Upgrades

Jefferies Upgrades Union Pacific to Buy, Raises Price Target to $285

Press Releases

Union Pacific Corporation Announces Second Quarter 2025 Earnings Release Date

Union Pacific Celebrates its 163rd Birthday with New Commemorative No. 1616 Lincoln Locomotive in President Lincoln's Hometown

Union Pacific Corporation Announces 3% Dividend Increase for Third Quarter 2025

Union Pacific Reports Second Quarter 2025 Results

Union Pacific and Norfolk Southern Discussing Possible Merger

Norfolk Southern and Union Pacific Discussing Possible Merger

Union Pacific and Norfolk Southern to Create America's First Transcontinental Railroad

UNP Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Union Pacific Corporation Is Fair to Shareholders

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates NSC, GTLS, UNP on Behalf of Shareholders

GTLS

ArcBest

Avis Budget Gr

Covenant Logistics Group, Inc. Class A Common Stock

Covenant Logistics Gr

FTAI Infrastructure

Grab Holdings Limited - Class A Ordinary Shares

Grab Holdings

Hertz Global Holdings, Inc - Common Stock

Hertz Global Holdings

J.B. Hunt Transport Services, Inc. - Common Stock

JB Hunt Transport Servs

Knight-Swift Transportation Holdings Inc.

Knight-Swift

Landstar System

Lyft

Marten Transport

Norfolk Southern Corporation Common Stock

Norfolk Southern

Old Dominion Freight Line, Inc. - Common Stock

Old Dominion Freight Line

Ryder System

Saia

Schneider National

Uber Technologies

U-Haul Holding

U-Haul Holding Company Series N Non-Voting Common Stock

Universal Logistics Holdings, Inc. - Common Stock

Universal Logistics Hldgs

Werner Enterprises

Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Shares)

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:31 PMJul 31, 2025	PUT	$245.00	Aug 15, 2025	13	527	460	1033	51	TRADE	NEUTRAL
10:08 AMJul 28, 2025	CALL	$270.00	Jan 16, 2026	167	5002	4043	812	616	TRADE	BULLISH

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