Impact of Global Trade War: The CNBC Supply Chain survey indicates that the global trade war has affected holiday shopping, with mixed results in freight volumes and consumer spending remaining stable despite economic concerns.
E-commerce Trends: E-commerce holiday volumes have increased, with housewares, apparel, and promotional items performing well, while luxury goods and furniture show weaker demand.
Freight Market Outlook: The freight market is expected to remain volatile into 2026, with many respondents predicting a recession in freight volumes due to ongoing trade tensions and economic uncertainties.
AI and Supply Chain Strategies: Companies are increasingly adopting AI for inventory management and logistics, shifting from traditional models to hybrid approaches that enhance efficiency and reduce costs.
Wall Street analysts forecast CHRW stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHRW is 167.65 USD with a low forecast of 85.00 USD and a high forecast of 210.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
Wall Street analysts forecast CHRW stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHRW is 167.65 USD with a low forecast of 85.00 USD and a high forecast of 210.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Buy
5 Hold
1 Sell
Moderate Buy
Current: 177.900
Low
85.00
Averages
167.65
High
210.00
Current: 177.900
Low
85.00
Averages
167.65
High
210.00
TD Cowen
Hold
maintain
$138 -> $165
2026-01-09
Reason
TD Cowen
Price Target
$138 -> $165
AI Analysis
2026-01-09
maintain
Hold
Reason
TD Cowen raised the firm's price target on C.H. Robinson to $165 from $138 and keeps a Hold rating on the shares. The firm adjusted targets in the trucking group as part of a Q4 preview. The quarter likely saw modest peak and limited project work, but a carrier survey corroborates regulation-driven capacity attrition, which bodes well for 2026, the analyst tells investors in a research note.
BofA
Ken Hoexter
Buy
maintain
$182 -> $188
2026-01-09
Reason
BofA
Ken Hoexter
Price Target
$182 -> $188
2026-01-09
maintain
Buy
Reason
BofA analyst Ken Hoexter raised the firm's price target on C.H. Robinson to $188 from $182 and keeps a Buy rating on the shares. The firm looks to expand its exposure to cyclical Transport stocks into 2026, with a focus on cost conscious AI-enabled share gainers, the analyst tells investors in a year-ahead note on the sector. Demand should be aided by the Big Beautiful Bill's benefits of bonus depreciation, leading to infrastructure investments, $1.4 trillion in expected expenditures over the next three years on data centers and power supply, lower interest rates and potential flow through to the housing and forest product segments, the analyst says.
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Bernstein
Market Perform
maintain
$135 -> $153
2026-01-09
Reason
Bernstein
Price Target
$135 -> $153
2026-01-09
maintain
Market Perform
Reason
Bernstein raised the firm's price target on C.H. Robinson to $153 from $135 and keeps a Market Perform rating on the shares. The firm says the company was a standout in a challenge domestic brokerage market.
Susquehanna
Bascome Majors
Positive
maintain
$160 -> $210
2026-01-08
Reason
Susquehanna
Bascome Majors
Price Target
$160 -> $210
2026-01-08
maintain
Positive
Reason
Susquehanna analyst Bascome Majors raised the firm's price target on C.H. Robinson to $210 from $160 and keeps a Positive rating on the shares. The firm adjusted ratings and price targets in the logistics and trucking group as part of its 2026 outlook. The truckload recovery is taking place on the supply side, and Susquehanna is "shifting to a bullish valuation framework with some nearer-term caution toward chasing shares into softer seasonality," the analyst tells investors in a research note.
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.
