CNR Stock Forecast & Price Target

Core Natural Resources Inc. displayed a strong financial performance, with Q3/25 revenue of $4,165 million aligning with consensus estimates and reflecting a year-over-year increase of 1%, driven by higher volume and yield. The company reported a notable increase in labor productivity by 20% year-over-year, alongside a 6% rise in earnings per share to $1.83, exceeding consensus expectations. Additionally, enhanced margins and an anticipated improvement in free cash flow conversion are projected to contribute positively to the company's financial outlook.

Core Natural Resources Inc has faced a downward revision in its full-year EPS growth expectations, now forecasted to be in the mid to high single digits, reflecting a cautious outlook on operational performance. Despite a modest EPS growth of 1.6% year-over-year, the company's overall revenue decline of 1% year-over-year, coupled with a decline in key sector metrics such as RTMs, indicates underlying weaknesses in market demand. The anticipated headwinds, including adverse weather conditions, currency fluctuations, and economic volatility, further contribute to a negative outlook for the stock’s performance in the near term.