Earnings Estimates Cut: Susquehanna Financial Group has reduced earnings estimates for asset-based truckload carriers by mid-single- to low-double-digit percentages ahead of the third-quarter earnings season, citing soft volumes and muted peak season outlook.
Concerns for Future Performance: Analyst Bascome Majors expressed skepticism about the truckload market's near-term price and margin momentum, predicting potential declines in spot rates and a lack of demand catalysts due to uncertain macroeconomic conditions and trade policies.
CHRW
$159.04+Infinity%1D
Analyst Views on CHRW
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 147.10 USD with a low forecast of 77.00 USD and a high forecast of 177.00 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 147.10 USD with a low forecast of 77.00 USD and a high forecast of 177.00 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.
12 Buy
6 Hold
2 Sell
Moderate Buy
Current: 157.610
Low
77.00
Averages
147.10
High
177.00
Current: 157.610
Low
77.00
Averages
147.10
High
177.00
Barclays
Equal Weight -> Overweight
upgrade
$200
2025-12-16
New
Reason
Barclays
Price Target
$200
2025-12-16
New
upgrade
Equal Weight -> Overweight
Reason
Barclays upgraded C.H. Robinson to Overweight from Equal Weight with a $200 price target.
Barclays
Equal Weight -> Overweight
upgrade
$145 -> $200
2025-12-16
New
Reason
Barclays
Price Target
$145 -> $200
2025-12-16
New
upgrade
Equal Weight -> Overweight
Reason
Barclays upgraded C.H. Robinson to Overweight from Equal Weight with a price target of $200, up from $145. Following several years of a "stagnant if not contracting" industrial economy for freight carriers and a volatile air travel market, Barclays sees "idiosyncratic stock opportunities" across the transports and airlines, the analyst tells investors in a research note. The firm expects C.H. Robinson's focus on operations, including its use of artificial intelligence agent, to drive better efficiency in 2026.
Morgan Stanley
Underweight
maintain
$77 -> $85
2025-12-08
Reason
Morgan Stanley
Price Target
$77 -> $85
2025-12-08
maintain
Underweight
Reason
Morgan Stanley raised the firm's price target on C.H. Robinson to $85 from $77 and keeps an Underweight rating on the shares. The firm adjusted ratings and targets in the freight transportation group as part of its 2026 outlook. It upgraded its freight transportation industry view to Attractive from In-Line for 2026. Risk/rewards are the best they have been since 2020, "even if the coast is not entirely clear," the analyst tells investors.
Goldman Sachs
Jordan Alliger
Neutral
maintain
$117 -> $131
2025-10-31
Reason
Goldman Sachs
Jordan Alliger
Price Target
$117 -> $131
2025-10-31
maintain
Neutral
Reason
Goldman Sachs analyst Jordan Alliger raised the firm's price target on C.H. Robinson to $131 from $117 and keeps a Neutral rating on the shares. The firm updated its model following the Q3 report.
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.
