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: 181.610
Low
85.00
Averages
167.65
High
210.00
Current: 181.610
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.
The Importance of Market Capitalization Analysis
- Market Capitalization Comparison: KeyCorp's market cap stands at $23.5 billion, while C.H. Robinson Worldwide, Inc. is at $19.81 billion, allowing investors to accurately assess the true value of both companies in the market.
- Investor Misconceptions: Many novice investors mistakenly compare company values solely based on stock prices, but market capitalization provides a more accurate comparison of company sizes, preventing investment decision errors caused by misleading stock prices.
- Fund Investment Strategies: The size of a company's market cap directly influences which mutual funds and ETFs are willing to hold its stock; for instance, funds focused on large-cap stocks typically only consider companies with market caps over $10 billion, impacting portfolio construction.
- Market Performance Discrepancies: On the latest trading day, KeyCorp's stock rose approximately 0.4%, while C.H. Robinson's stock increased by about 8.1%, highlighting significant differences in market performance and reflecting varying market expectations regarding their future growth potential.
See More
CITIGROUP LOWERS TARGET PRICE FOR CH ROBINSON WORLDWIDE INC TO $191, DOWN FROM $202
- Citigroup Price Adjustment: Citigroup Group has reduced its target price for a specific asset from $202 to $191.
- Market Impact: This adjustment may reflect changes in market conditions or company performance that could influence investor sentiment.
See More
C.H. Robinson to Release Q1 2026 Results and Host Conference Call
- Earnings Release Schedule: C.H. Robinson will issue its Q1 2026 results after market close on April 29, 2026, reflecting the company's latest performance and developments in global supply chain management.
- Conference Call Timing: The company will hold a conference call at 5:30 PM Eastern Time on the same day to discuss the earnings report and answer questions from investors, enhancing engagement with the investment community.
- Investor Resources: Investors can access presentation slides and a live audio webcast of the conference call through the company's website, ensuring transparency and timely communication of information.
- Company Background: C.H. Robinson is a global leader in Lean AI supply chains, managing 37 million shipments annually, representing $23 billion in freight, and committed to driving sustainable supply chain solutions through innovative offerings.
See More
Veteran Value Fund Manager Highlights Williams, Henry Schein, and 3 Other Discount Stocks
Market Performance: Wall Street has had a challenging start to the year, with mixed results across different stock categories.
Value vs. Growth Stocks: Investors in value stocks are performing better, as evidenced by the Vanguard Value ETF's 3.3% increase in 2026, contrasting with a 9.5% decline in the Vanguard Growth ETF.
See More
C.H. Robinson Offers Fuel Assistance Amid Rising Diesel Costs
- Surging Diesel Prices: As of March 30, the national average for ultra-low sulfur diesel reached $5.401 per gallon, marking the highest level since late 2022, indicating significant impacts on the transportation sector due to rising energy prices driven by the Iran conflict.
- Company Response: C.H. Robinson announced the provision of free fuel discount cards and cash advance services to assist its network of contract carriers in coping with soaring fuel costs, particularly affecting nearly 60% of owner-operators facing financial strain.
- Fuel Card Benefits: The company's fuel card offers savings of up to $385 per fill and up to $9,000 annually per truck, with application fees waived for carriers applying in April and May, further alleviating operational burdens.
- Cash Advance Policy: C.H. Robinson will also waive cash advance fees for fuel card requests made during these two months, allowing carriers to receive up to 60% of their pay after picking up a load, aiming to leverage technology platforms to support carriers amid rising fuel prices.
See More
Impact of War on Metal Markets
- Aluminum Surge: Since the onset of the war, aluminum futures have surged nearly 12%, indicating strong market demand that may reflect supply chain tensions and investor optimism about future needs.
- Precious Metals Decline: In stark contrast to aluminum, gold futures have fallen about 9%, while silver, palladium, and platinum futures have dropped between 17% and 19%, suggesting a waning interest in safe-haven assets and potential for increased market volatility.
- Tariff Impact: One year after Trump's tariff announcement, Walmart's stock has risen nearly 40%, and Tesla's shares have soared about 35%, indicating that some companies have successfully adapted to policy changes, while Best Buy's 15% decline highlights the varied impacts across different firms.
- Jobless Claims Expectations: Initial jobless claims are expected to reach 212,000, with a trade deficit forecast of $62 billion, up from last month's $54.46 billion, reflecting the complexities of economic recovery and market focus on upcoming economic data.
See More
The Importance of Market Capitalization Analysis
- Market Capitalization Comparison: KeyCorp's market cap stands at $23.5 billion, while C.H. Robinson Worldwide, Inc. is at $19.81 billion, allowing investors to accurately assess the true value of both companies in the market.
- Investor Misconceptions: Many novice investors mistakenly compare company values solely based on stock prices, but market capitalization provides a more accurate comparison of company sizes, preventing investment decision errors caused by misleading stock prices.
- Fund Investment Strategies: The size of a company's market cap directly influences which mutual funds and ETFs are willing to hold its stock; for instance, funds focused on large-cap stocks typically only consider companies with market caps over $10 billion, impacting portfolio construction.
- Market Performance Discrepancies: On the latest trading day, KeyCorp's stock rose approximately 0.4%, while C.H. Robinson's stock increased by about 8.1%, highlighting significant differences in market performance and reflecting varying market expectations regarding their future growth potential.
See More
CITIGROUP LOWERS TARGET PRICE FOR CH ROBINSON WORLDWIDE INC TO $191, DOWN FROM $202
- Citigroup Price Adjustment: Citigroup Group has reduced its target price for a specific asset from $202 to $191.
- Market Impact: This adjustment may reflect changes in market conditions or company performance that could influence investor sentiment.
See More
C.H. Robinson to Release Q1 2026 Results and Host Conference Call
- Earnings Release Schedule: C.H. Robinson will issue its Q1 2026 results after market close on April 29, 2026, reflecting the company's latest performance and developments in global supply chain management.
- Conference Call Timing: The company will hold a conference call at 5:30 PM Eastern Time on the same day to discuss the earnings report and answer questions from investors, enhancing engagement with the investment community.
- Investor Resources: Investors can access presentation slides and a live audio webcast of the conference call through the company's website, ensuring transparency and timely communication of information.
- Company Background: C.H. Robinson is a global leader in Lean AI supply chains, managing 37 million shipments annually, representing $23 billion in freight, and committed to driving sustainable supply chain solutions through innovative offerings.
See More
Veteran Value Fund Manager Highlights Williams, Henry Schein, and 3 Other Discount Stocks
Market Performance: Wall Street has had a challenging start to the year, with mixed results across different stock categories.
Value vs. Growth Stocks: Investors in value stocks are performing better, as evidenced by the Vanguard Value ETF's 3.3% increase in 2026, contrasting with a 9.5% decline in the Vanguard Growth ETF.
See More
C.H. Robinson Offers Fuel Assistance Amid Rising Diesel Costs
- Surging Diesel Prices: As of March 30, the national average for ultra-low sulfur diesel reached $5.401 per gallon, marking the highest level since late 2022, indicating significant impacts on the transportation sector due to rising energy prices driven by the Iran conflict.
- Company Response: C.H. Robinson announced the provision of free fuel discount cards and cash advance services to assist its network of contract carriers in coping with soaring fuel costs, particularly affecting nearly 60% of owner-operators facing financial strain.
- Fuel Card Benefits: The company's fuel card offers savings of up to $385 per fill and up to $9,000 annually per truck, with application fees waived for carriers applying in April and May, further alleviating operational burdens.
- Cash Advance Policy: C.H. Robinson will also waive cash advance fees for fuel card requests made during these two months, allowing carriers to receive up to 60% of their pay after picking up a load, aiming to leverage technology platforms to support carriers amid rising fuel prices.
See More
Impact of War on Metal Markets
- Aluminum Surge: Since the onset of the war, aluminum futures have surged nearly 12%, indicating strong market demand that may reflect supply chain tensions and investor optimism about future needs.
- Precious Metals Decline: In stark contrast to aluminum, gold futures have fallen about 9%, while silver, palladium, and platinum futures have dropped between 17% and 19%, suggesting a waning interest in safe-haven assets and potential for increased market volatility.
- Tariff Impact: One year after Trump's tariff announcement, Walmart's stock has risen nearly 40%, and Tesla's shares have soared about 35%, indicating that some companies have successfully adapted to policy changes, while Best Buy's 15% decline highlights the varied impacts across different firms.
- Jobless Claims Expectations: Initial jobless claims are expected to reach 212,000, with a trade deficit forecast of $62 billion, up from last month's $54.46 billion, reflecting the complexities of economic recovery and market focus on upcoming economic data.
See More
