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Susquehanna upgrades C.H. Robinson to Buy on profitability progress

Susquehanna upgrades C.H. Robinson to Buy on profitability progress

Susquehanna upgraded C.H. Robinson (CHRW) to Positive from Neutral with a price target of $130, up from $115. While 2025 “won’t be a banner year” for truckload-related transports, it should deliver enough progress to “keep the hope for real recovery in 2026 alive,” the analyst tells investors in a research note. The firm says C.H. Robinson shares have given back the post-investor day rally, which provides an “interesting mid-term entry point” for investors to capitalize on the company’s new operating model into 2026. The company is still in the early innings of a “meaningful” culture and cost accountability change that is delivering above-peer progress on profitability, contends Susquehanna.

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