BofA Turns More Bullish on C.H. Robinson (CHRW) with Target Increase

Core Viewpoint - BofA has increased its price target for C.H. Robinson Worldwide, Inc. to $182 from $167, maintaining a Buy rating due to an improving outlook and effective cost controls [1] Group 1: Financial Performance - C.H. Robinson's Q4 EPS estimate has been raised to $1.14, slightly above the market forecast of $1.13 [1] - The stock saw a significant increase of nearly 57% in 2025, attributed to a strong quarterly profit beat amidst challenges in the logistics sector [2] - The North American Surface Transportation segment reported a 1.1% increase in revenue, supported by growth in shipment volumes across truckload and less-than-truckload businesses [3] Group 2: Technological Advancements - The company's performance has been closely linked to its implementation of artificial intelligence, which has automated various tasks such as generating shipping quotes and tracking shipments [2]