The Big 3: RIVN, CSX, AMAT

01:00pm, Friday, 13'th Feb 2026
@Stockstotrade's Tim Bohen is back for another round of Big 3 picks to close the trading week. He explains his "contrarian take" on Rivian (RIVN), why CSX Corp. (CSX) has room to run in the rail trade
My top-down strategy targets 'mission-critical' sectors where capital is forced by secular and cyclical tailwinds—data centers, energy, AI, defense, and infrastructure. AI-driven data center and ene
CSX signs a $670M deal with Wabtec to buy 100 locomotives and modernize 50 units, which boosts fuel efficiency, reliability and long-term network performance.
JACKSONVILLE, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced that it has signed a $670 million deal with Wabtec Corporation (NYSE: WAB) to upgrade its fleet with 100 new Evo
CSX Corporation (NASDAQ: CSX - Get Free Report) EVP Stephen Fortune sold 31,456 shares of CSX stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $38.65, fo
CSX Corporation (NASDAQ: CSX - Get Free Report) shares hit a new 52-week high on Friday after Raymond James Financial raised their price target on the stock from $40.00 to $41.00. Raymond James Financ

CSX Q4 Earnings Call Highlights

03:04am, Saturday, 24'th Jan 2026
CSX (NASDAQ: CSX) executives told investors the company is planning for a soft demand environment in 2026, but expects meaningful margin and free cash flow improvement as cost actions and productivity
CSX Corporation delivered a flat Q4 and 2025, with revenue at $3.51B and subdued growth outlook. Management projects 200–300bps operating margin expansion and over 50% free cash flow growth in 2026,
CSX (CSX) shares are rising even after missing EPS expectations in its Q4 report. Revenue fell about 1% year-over-year to $3.5 billion, aligning with forecasts.
CSX Corp. (NASDAQ: CSX) posted downbeat earnings for the fourth quarter on Thursday.
CSX posts a 7% EPS drop in fourth-quarter 2025 as weak shipping demand and rising costs drag earnings and revenues below estimates.
Summary Wealth Group, Ltd. exited its position in CSX Corp (CSX) during the quarter, according to the latest 13F filing. Wealth Group, Ltd.
U.S. stock futures declined slightly on Friday after major benchmark indices posted their second consecutive day of gains on Thursday.
Volume Growth: Increased by 1% in the fourth quarter.Revenue: Decreased by 1% due to business mix headwinds and coal pricing.Operating Income: Fell by 9% year
Although the revenue and EPS for CSX (CSX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street es
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