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

CH Robinson Worldwide

23/01/2026 12:25

** 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;))