UBS analyst Thomas Wadewitz upgrades $C.H. Robinson Worldwide (CHRW.US)$ to a buy rating, and adjusts the target price from $100 to $140.
According to TipRanks data, the analyst has a success rate of 51.7% and a total average return of 6.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $C.H. Robinson Worldwide (CHRW.US)$'s main analysts recently are as follows:
Initiatives to improve operations at C.H. Robinson are anticipated to contribute to earnings per share gains and share price appreciation. The company's adoption of technological tools is expected to aid in the expansion of gross margins, while productivity initiatives are likely to facilitate the company's advance towards a 40% operating margin in its NAST segment. A steady march towards margin enhancement is projected for 2025, with expectations set at a 37.5% margin even under the assumption of only slight cyclical improvements.
As we approach the third-quarter earnings season, the transportation sector may perceive the gradual decline in key profit-driving factors as relatively benign, aligning with the current modest expectations. There might be minimal, yet present, threats to the third-quarter earnings per share predictions. On the flip side, the usually robust fourth quarter is commencing on a weaker note, and the underlying economic indicators suggest potential jeopardy to the fourth-quarter forecasts.
Note:
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瑞士銀行分析師Thomas Wadewitz上調$羅賓遜物流 (CHRW.US)$至買入評級,並將目標價從100美元上調至140美元。
根據TipRanks數據顯示,該分析師近一年總勝率為51.7%,總平均回報率為6.8%。
此外,綜合報道,$羅賓遜物流 (CHRW.US)$近期主要分析師觀點如下:
改善C.H. Robinson運營的舉措預計將促進每股收益的增長和股價的上漲。預計該公司採用技術工具將有助於擴大毛利率,而生產率舉措可能會促進該公司在NaST細分市場向40%的營業利潤率邁進。預計2025年利潤率將穩步提高,即使假設週期性略有改善,預期利潤率仍爲37.5%。
隨着第三季度業績期的臨近,運輸行業可能認爲關鍵利潤驅動因素的逐漸下降相對溫和,與當前的溫和預期一致。對第三季度每股收益預測的威脅可能微乎其微,但仍然存在。另一方面,通常強勁的第四季度開始時表現疲軟,基礎經濟指標表明第四季度的預測可能受到威脅。
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