Are Wall Street Analysts Bullish on C.H. Robinson Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2025
0mins
Should l Buy CHRW?
Source: NASDAQ.COM
Company Overview and Performance: C.H. Robinson Worldwide, Inc. is a leading logistics company with a market cap of $11.7 billion, specializing in freight brokerage and supply chain solutions. While its shares have returned 33.6% over the past year, they are down 3.5% in 2025, following mixed Q4 results that caused a 6.9% drop in share price.
Analyst Ratings and Future Outlook: The consensus rating for CHRW stock is a "Moderate Buy" among 23 analysts, with expectations for EPS growth of 6.9% this fiscal year. Despite a lowered price target by Citi to $124, the mean price target suggests a potential upside of 15.6%.
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Analyst Views on CHRW
Wall Street analysts forecast CHRW stock price to fall
20 Analyst Rating
14 Buy
5 Hold
1 Sell
Moderate Buy
Current: 196.330
Low
85.00
Averages
167.65
High
210.00
Current: 196.330
Low
85.00
Averages
167.65
High
210.00
About CHRW
C.H. Robinson Worldwide, Inc. is a global logistics provider. The Company's segments include North American Surface Transportation (NAST), Global Forwarding, and All Other and Corporate. NAST segment provides transportation and logistics services across North America through a network of offices in the United States, Canada, and Mexico. NAST segment’s services include truckload and less than truckload transportation brokerage services. Global Forwarding segment provides transportation and logistics services through an international network of offices in North America, Europe, Asia, Oceania, South America, and the Middle East and also contracts with independent agents worldwide. Global Forwarding segment’s services include ocean freight services, air freight services, and customs brokerage. All Other and Corporate segment includes Robinson Fresh and Managed Solutions. Robinson Fresh provides sourcing services. In its Managed Solutions business, it often acts as the shipper’s agent.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Software Stock Volatility: Despite a historic sell-off last week, software stocks faced renewed pressure on Thursday, with Palantir Technologies down 1.5%, highlighting market concerns over AI's impact that could affect future investment decisions.
- Investor Strategy Adjustments: UBS strategists noted that the latest advances in AI validate its monetization potential, recommending investors diversify across sectors and geographies to navigate the transformative changes brought by AI, reflecting a reassessment of future investment portfolios.
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Tech Sector Decline: A key index tracking the "Magnificent Seven" tech giants has entered correction territory, reflecting challenges in the technology sector.
Increased Volatility: Volatility measures have surged, suggesting heightened uncertainty in the markets.
Impact of AI Disruption: A rotation trade linked to artificial intelligence disruption is expected to continue affecting market performance in the upcoming weeks.
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Stock Market Plummets as AI Disruption Trade Intensifies
- Market Decline: The stock market experienced a significant drop on Thursday, with the S&P 500 falling below its 50-day moving average, indicating a notable deterioration in market sentiment that could lead to decreased investor confidence and increased selling pressure.
- Intensifying AI Trade: As the AI disruption trade intensifies, there is a growing focus on related tech stocks, which, despite potential short-term volatility, are still viewed favorably for their long-term potential, possibly attracting more capital inflows.
- Earnings Reports Released: Applied Materials and Arista Networks reported their earnings after hours, and the market's reaction to their performance will significantly impact investor confidence in tech stocks, especially in the current market environment.
- Investor Strategy Reevaluation: In light of increasing market volatility, investors may need to reassess their investment strategies to navigate potential risks and opportunities, particularly in the AI sector.
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- Weak Economic Data: Initial jobless claims in the U.S. fell by 5,000 to 227,000, below the expected 223,000, while January existing home sales dropped 8.4% month-over-month to 3.91 million, marking a 16-month low, which reflects signs of economic slowdown that could impact market sentiment.
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- Operating Margin Improvement: AWS achieved a 35% operating margin, slightly widening from the previous quarter, indicating positive progress in cost control and efficiency enhancement, thereby strengthening its profitability.
- Impact of AI Technology: AWS CEO Matt Garman stated that while market fears regarding AI models potentially slowing software company growth are overblown, AI is indeed a disruptive force that will change how software is consumed and built, emphasizing the necessity for continuous innovation.
- Growing Customer Demand: Garman highlighted that customer demand for computing technology and infrastructure will continue to rise, whether through self-building, AI-based solutions, or purchasing from SaaS vendors, a trend that will drive AWS's future business expansion.
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- AI-Driven Industry Transformation: Garman noted that AI will change how software is consumed and built, and while large SaaS providers face challenges, they still have an advantage in innovation and must continuously evolve to avoid disruption.
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