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Barclays upgrades C.H. Robinson on expected efficiency gains in 2026

Barclays upgraded C.H. Robinson (CHRW) to Overweight from Equal Weight with a price target of $200, up from $145. Following several years of a “stagnant if not contracting” industrial economy for freight carriers and a volatile air travel market, Barclays sees “idiosyncratic stock opportunities” across the transports and airlines, the analyst tells investors in a research note. The firm expects C.H. Robinson’s focus on operations, including its use of artificial intelligence agent, to drive better efficiency in 2026.

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