Cowen

A research note from investment firm Cowen predicts reciprocal switching will hurt U.S. Class I railroads financially.

The CEOs of Union Pacific, CSX and Norfolk Southern anticipate rail volumes to grow amid service improvements and despite macroeconomic uncertainties, according to their comments at an investor conference this week.

Electric chassis startups from A to Z are tapping a legacy bodybuilder for help while one company creates its own complete electric van.

As investors and rail stakeholders digest the Class I railroads’ first-quarter 2022 financial results, discussions about service metrics, crews and capacity, and inflation could creep into earnings calls.

Cowen analyst lowers earnings estimates for truckers as data showing a loosening market mounts.

The railroads have been facing a number of headwinds in recent months, all of which could put pressure on their financial outlooks for 2021, according to investment firm Cowen.

Rising container rates and the semiconductor shortage could hurt electric vehicle startups Arrival and ELMS, but not enough to dampen the outlook, according to the analysts at Cowen.

Four rail labor groups have banded together to warn regulators about potential post-merger efforts to trim labor costs, while investment banking firm Cowen says regulators’ denial of CN’s voting trust signals that CN will have to make a strong case for its proposed merger.

Arrival, which has a large electric van order from UPS, has selected HERE Technologies to provide turn-by-turn navigation and a location visibility platform for vehicles.

Research firm Cowen has set a price target of $28.50 per share for EV startup Arrival – more than $10 higher than Monday’s trading price. Cowen cited its unique approach to manufacturing as one reason for its optimism.

Canadian Pacific wants to acquire Kansas City Southern. Here are five thoughts from Wall Street transportation analysts about the transaction.

Lyft said it is investing in the business so it is positioned to benefit in an expected rideshare rebound, perhaps as early as Q2.

As U.S. weekly carloads have trended lower for months, rail industry stakeholders discuss how to relieve the railcar supply glut.

Nikola experienced a V-shaped recovery in its share price as storytelling in place of revenue drives enthusiasm and disdain for publicly traded electric truck startups.

Year-to-date U.S. rail traffic down 3.8 percent from the same period in 2018.

With enough investor capital and vision, profit might not matter as much as analysts think.

The three stocks get an upgrade not just on Cowen’s optimistic view of the market, but by how much their prices have been hit.

A number of rail equipment lessors and manufacturers have been merging and consolidating in recent months as a way to leverage themselves against marketplace changes brought about by precision scheduled railroading. Meanwhile, industry observers are watching whether railcar utilization grow in 2019.

A Norfolk Southern executive suggested that the company’s management will have a lot to talk about on its next quarterly earnings call.