UBS lowers price target for C.H. Robinson due to weaker performance in forwarding segment.

2025-07-03 15:32:00

UBS lowered its price target on C.H. Robinson Worldwide (NASDAQ:CHRW) to $129 from $130, maintaining a Buy rating. Q2 2025 EPS forecast reduced to $1.15 from $1.20 due to weak performance in the forwarding segment. Forwarding EBIT revised from $40 million to $33 million, with EPS estimate below consensus at $1.18.

Analysts cited reductions in forwarding gross revenue and operating margin assumptions. UBS expects Street estimates to decrease as models are updated for softer ocean freight activity. Despite near-term challenges, UBS remains positive on C.H. Robinson’s shares, noting potential for earnings upside in the truckload market recovery.

UBS remains optimistic on C.H. Robinson’s shares, highlighting improving operational execution and potential for a cyclical recovery in the truckload market. Despite lowering price target to $129 from $130, UBS maintains a Buy rating on the stock. Q2 2025 EPS forecast reduced to $1.15 from $1.20 due to weaker-than-expected performance in forwarding segment.