Morgan Stanley raised the firm’s price target on C.H. Robinson (CHRW) to $90 from $85 and keeps an Underweight rating on the shares. A Q4 miss on net revenues but beat on EBIT, again driven by personnel costs, will fuel both the bull case for productivity gains from AI and the bear case for cycle pressures emerging into 2026, the analyst tells investors. The firm would like to see more definitive evidence of the sustainability and uniqueness of the AI initiatives, the analyst added.
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