Street Calls of the Week
Investing.com - Benchmark maintained its Buy rating and $125.00 price target on C.H. Robinson Worldwide (NASDAQ:CHRW) on Tuesday, keeping the logistics company on its Best Idea list for 2025. With a current market capitalization of $14.88 billion, the stock trades near its 52-week high of $126.85. InvestingPro data shows analyst targets ranging from $71 to $136, reflecting diverse market opinions on this prominent player in the Air Freight & Logistics industry.
The freight broker has delivered the strongest stock performance in Benchmark’s coverage following second-quarter earnings and year-to-date, rising 21% compared to an average 12.2% decline across the firm’s coverage universe. InvestingPro data reveals an impressive 30.42% return over the past six months, with the stock’s RSI suggesting overbought conditions. For deeper technical analysis and more insights, investors can access 14 additional ProTips on InvestingPro.
Benchmark highlighted C.H. Robinson’s emergence as an artificial intelligence story, noting the company has deployed over 30 AI agents that streamline operations, reduce manual processes, and deliver faster service, improving productivity by more than 35%.
The firm pointed to C.H. Robinson’s North American Surface Transportation (NAST) volume growth of 1% year-over-year, which outpaced the Cass Freight Index (-3.4%), RXO (-12%), and J.B. Hunt’s Integrated Capacity Solutions (-9%), marking the ninth consecutive quarter of market share growth.
Despite this volume growth, C.H. Robinson reduced its average headcount by 11.2% year-over-year in Q2 and 3.7% sequentially, which Benchmark believes demonstrates how productivity improvements are decoupling volume growth from headcount requirements, with the firm seeing potential upside to $140 for the stock.
In other recent news, C.H. Robinson Worldwide has reported notable developments. S&P Global Ratings upgraded the company’s credit rating to ’BBB+’ due to improved credit metrics, citing operational initiatives and disciplined capital allocation as key factors. The company also declared a quarterly dividend of $0.62 per share, continuing its long-standing record of uninterrupted dividend distributions for over 25 years. Additionally, C.H. Robinson appointed Edward Feitzinger, a veteran with over 30 years of supply chain experience, to its board of directors.
In the financial sector, Baird upgraded C.H. Robinson’s stock rating from Neutral to Outperform, highlighting significant progress in cost reduction and operational efficiency. This upgrade followed an impressive second-quarter earnings report for 2025. BMO Capital also raised its price target for the company to $110, acknowledging strong performance in the Forwarding segment and overall efficiency gains. These recent developments reflect a period of strategic growth and operational improvement for C.H. Robinson Worldwide.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.