UBS raises C.H. Robinson PT on AI-led labor productivity
ReutersJan 23, 2026 12:25 PM
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
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