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

Group 1 - C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) has been recognized as one of the 20 Best Performing Dividend Stocks in 2025 [1] - Stifel analyst J. Bruce Chan raised the price target for C.H. Robinson to $184 from $155, maintaining a Buy rating, indicating confidence in the company's performance amid a challenging logistics sector [2] - The company reported a profit beat in Q3 2025, attributed to its use of AI for operational efficiency, which has helped streamline processes such as generating shipping quotes and tracking shipments [2][3] Group 2 - C.H. Robinson experienced a 1.1% revenue increase in its North American Surface Transportation segment, despite a challenging backdrop of soft US freight volumes and excess capacity [3] - The shift towards agentic AI, combined with earlier generative AI gains, is expected to lead to visible cost reductions and margin improvements for the company [4] - C.H. Robinson operates in third-party logistics, providing freight transportation services across multiple modes, positioning itself well for future growth [4]