C.H. Robinson (CHRW) Gets Target Lift as Stifel Backs High-Quality Transport Names

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) is included among the 20 Best Performing Dividend Stocks in 2025.

On December 16, Stifel analyst J. Bruce Chan raised the firm’s price target on C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) to $184 from $155 and kept a Buy rating on the shares. Looking ahead to 2026, the firm expects transport stocks to be shaped by supply rationalization and cost-focused self-help. Chan said he continues to position “more conservatively in high-quality names that preserve or even expand share in a mild pullback.”

That view aligns with the company’s performance. In the third quarter of 2025, C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) reported a profit beat, standing out in a logistics sector that has largely struggled. A big reason has been its use of AI to streamline operations. The company has been deploying artificial intelligence to automate tasks like generating shipping quotes, scheduling pickups and deliveries, and tracking shipments. Those tools have helped speed up execution and reduce reliance on manual processes, at a time when efficiency matters more than ever.

Operational gains showed up in the numbers. C.H. Robinson grew shipment volumes across both its truckload and less-than-truckload businesses. That supported a 1.1% increase in revenue for its North American Surface Transportation segment. The broader backdrop remains challenging as US freight volumes have been soft, and excess capacity has continued to pressure rates. Many logistics firms have responded by cutting costs and running tighter operations.

Evercore ISI analyst Jonathan Chappell said the shift toward agentic AI, layered on top of earlier gains from generative AI, gives management confidence in visible cost reductions and further margin improvement, even without help from a stronger market.

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) is a US-based transportation company operating in third-party logistics. It provides freight transportation services across multiple modes.

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