Analyst Fadi Chamoun from BMO Capital maintained a Hold rating on CH Robinson and increased the price target to $140.00 from $135.00.
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Fadi Chamoun has given his Hold rating due to a combination of factors impacting CH Robinson’s current and future performance. While the company showed encouraging trends in adjusted gross profit and productivity gains during Q3/25, these were largely offset by anticipated headwinds in Q4/25, particularly due to expected increases in SG&A costs and a normalization in the Forwarding segment.
The company’s management has raised its productivity targets for 2026, which has led to a slight increase in the earnings estimate for that year. However, the lack of clear visibility into a turning point in the freight cycle means that the risk and reward appear balanced at the current stock levels. Consequently, while the long-term outlook has improved with potential productivity gains, the short-term uncertainties justify a Hold rating.
According to TipRanks, Chamoun is a 5-star analyst with an average return of 14.1% and a 62.26% success rate. Chamoun covers the Industrials sector, focusing on stocks such as CH Robinson, Union Pacific, and Canadian National Railway.
In another report released today, TD Cowen also reiterated a Hold rating on the stock with a $138.00 price target.