Norfolk Southern (NSC) — What Changed

Material changes in the AI committee's view · 29 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

NSC's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

NSC's Committee score moved from 52.79 to 54.57 (+1.78, 1 day(s) apart).

52.79 → 54.57 (+1.8)

2026-07-31 MATERIAL
▲ Agreement Shift

NSC's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

NSC's Committee score moved from 55.55 to 52.79 (-2.76, 1 day(s) apart).

55.55 → 52.79 (-2.8)

2026-07-31 MAJOR
— Rating Change

NSC moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-30 MAJOR
▼ Agreement Shift

NSC's Committee agreement moved from 80.00% to 42.90% (-37.10pp, 1 day(s) apart).

80.00 → 42.90 (-37.1)

2026-07-30 MAJOR
▼ Score Change

NSC's Committee score moved from 65.34 to 55.55 (-9.79, 1 day(s) apart).

65.34 → 55.55 (-9.8)

2026-07-30 MAJOR
— Conviction Change

NSC's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-28 MAJOR
▲ Agreement Shift

NSC's Committee agreement moved from 57.10% to 80.00% (+22.90pp, 1 day(s) apart).

57.10 → 80.00 (+22.9)

2026-07-28 MAJOR
▲ Score Change

NSC's Committee score moved from 55.08 to 65.34 (+10.26, 1 day(s) apart).

55.08 → 65.34 (+10.3)

2026-07-28 MAJOR
— Conviction Change

NSC's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-28 MAJOR
— Rating Change

NSC moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-24 MINOR
▲ Score Change

NSC's Committee score moved from 51.80 to 53.97 (+2.17, 1 day(s) apart).

51.80 → 53.97 (+2.2)

2026-07-18 MINOR
▼ Score Change

NSC's Committee score moved from 52.37 to 50.94 (-1.43, 1 day(s) apart).

52.37 → 50.94 (-1.4)

2026-07-16 MATERIAL
▲ Agreement Shift

NSC's Committee agreement moved from 60.00% to 71.40% (+11.40pp, 1 day(s) apart).

60.00 → 71.40 (+11.4)

2026-07-16 MAJOR
▼ Score Change

NSC's Committee score moved from 60.60 to 52.37 (-8.23, 1 day(s) apart).

60.60 → 52.37 (-8.2)

2026-07-16 MAJOR
— Rating Change

NSC moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-15 MAJOR
▼ Agreement Shift

NSC's Committee agreement moved from 80.00% to 60.00% (-20.00pp, 1 day(s) apart).

80.00 → 60.00 (-20.0)

2026-07-15 MINOR
▲ Score Change

NSC's Committee score moved from 59.40 to 60.60 (+1.20, 1 day(s) apart).

59.40 → 60.60 (+1.2)

2026-07-15 MATERIAL
— Conviction Change

NSC's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-15 MAJOR
— Rating Change

NSC moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MAJOR
▲ Agreement Shift

NSC's Committee agreement moved from 60.00% to 80.00% (+20.00pp, 1 day(s) apart).

60.00 → 80.00 (+20.0)

2026-07-14 MINOR
▼ Score Change

NSC's Committee score moved from 63.40 to 59.40 (-4.00, 1 day(s) apart).

63.40 → 59.40 (-4.0)

2026-07-14 MATERIAL
— Conviction Change

NSC's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-14 MAJOR
— Rating Change

NSC moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▲ Agreement Shift

NSC's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-13 MAJOR
▲ Score Change

NSC's Committee score moved from 55.23 to 63.40 (+8.17, 1 day(s) apart).

55.23 → 63.40 (+8.2)

2026-07-13 MATERIAL
— Conviction Change

NSC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MAJOR
— Rating Change

NSC moved from Watch to Buy (1 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →