BUZZ-UBS raises C.H. Robinson PT on AI-led labor productivity

Reuters
Jan 23
BUZZ-UBS raises C.H. Robinson PT on AI-led labor productivity

** UBS raises PT on global freight forwarder C.H. Robinson Worldwide CHRW.O to $224 from $177; maintains "buy" rating

** New PT represents a 24.9% upside to stock's last close

** Brokerage lifts 2027 EPS forecast to $8.00 from $6.80 earlier to reflect a strong upcycle in truckload pricing, 15% gross profit growth in North American Surface Transportation and a 4% lift to labor productivity

** "CHRW has previously pointed to the implementation of agentic AI as a driver of step change type of labor productivity gains in second-half of 2026 and we expect this momentum to carry into 2027" - UBS

** 16 of 26 brokerages rate the stock "buy" or higher, 8 "hold" and 2 "sell"; median PT is $177 - LSEG data

** CHRW gained about 56.4% in 2025

(Reporting by Parth Chandna)

((Parth.Chandna@thomsonreuters.com;))

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10