C.H. Robinson: Market Share Gains and Operational Leverage in a Difficult Freight Environment. Analysts See Potential of up to $200 (+27%)

The stock of C.H. Robinson (CHRW) has recently drawn investor interest through two consecutive upward gaps. It is an asset-light logistics intermediary that does not sell transport capacity, but rather ensures access, control, and utilization of capacity (Truckload, LTL, Ocean, Air) along with managed services. In weak freight rate cycles, less emphasis is placed on "price," but rather on yield/mix management and productivity. CHRW positions itself through automation/AI and an operational transformation program. CHRW claims to be the largest truckload...