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Assessing C.H. Robinson (CHRW) Valuation After Strong Q3 2025 Beat and Upgraded 2026 Profit Target

Simply Wall St · 1d ago

C.H. Robinson Worldwide (CHRW) just delivered Q3 2025 numbers that did more than clear the bar, as adjusted EPS beat expectations, profitability improved, and management lifted its 2026 operating income goal.

See our latest analysis for C.H. Robinson Worldwide.

The Q3 beat and upgraded 2026 profit target landed on top of an already strong run. The share price at $157.61 and a roughly 53 percent year to date share price return point to clear, building momentum, backed by a three year total shareholder return near 84 percent.

If this kind of sustained strength has you rethinking your watchlist, it could be a good moment to explore fast growing stocks with high insider ownership for other fast moving opportunities.

With earnings momentum surging, a fatter dividend, and analysts racing to lift targets, has C.H. Robinson’s near 84 percent three year total return still left room for upside, or is the market already pricing in its next leg of growth?

Most Popular Narrative: 2.8% Overvalued

With C.H. Robinson Worldwide closing at $157.61 against a narrative fair value near $153, the story leans toward optimism, not cheapness.

The analysts have a consensus price target of $117.56 for C.H. Robinson Worldwide based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $136.0, and the most bearish reporting a price target of just $71.0.

Read the complete narrative.

Want to see how modest growth, rising margins, and a richer future earnings multiple still justify today’s premium price tag? The narrative lays out the full playbook.

Result: Fair Value of $153.36 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, a prolonged freight downturn or faster moving, tech enabled rivals could undercut margin gains and challenge the premium multiple the market now assigns.

Find out about the key risks to this C.H. Robinson Worldwide narrative.

Build Your Own C.H. Robinson Worldwide Narrative

If you see the story differently or want to test your own assumptions against the numbers, you can build a custom take in just minutes: Do it your way.

A great starting point for your C.H. Robinson Worldwide research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.