Morgan Stanley analyst Ravi Shanker maintains $C.H. Robinson Worldwide (CHRW.US)$ with a sell rating, and maintains the target price at $65.
According to TipRanks data, the analyst has a success rate of 49.9% and a total average return of -1.7% 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:
C.H. Robinson's initiatives aimed at operational enhancement are expected to contribute to an increase in EPS and the company's stock value. This is anticipated as a result of the firm's continued implementation of technological solutions to aid in gross margin growth, along with productivity initiatives that are projected to advance the company towards a 40% operating margin in its NAST segment. It is forecasted that margin improvements will materialize by 2025, with expectations of achieving a 37.5% margin, even with only a slight improvement in the business cycle.
Entering the third quarter earnings season, the transportation sector received somewhat positive news indicating that the quarter's decline in key bottom-line drivers probably didn't significantly impact the already modest expectations. There is minimal, yet present, risk to the third quarter EPS forecasts. Conversely, the typically more robust fourth quarter is commencing on a weaker note, and the fundamental outlook suggests potential risk to the fourth quarter projections.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Ravi Shanker維持$羅賓遜物流 (CHRW.US)$賣出評級,維持目標價65美元。
根據TipRanks數據顯示,該分析師近一年總勝率為49.9%,總平均回報率為-1.7%。
此外,綜合報道,$羅賓遜物流 (CHRW.US)$近期主要分析師觀點如下:
C.H. Robinson旨在提高運營效率的舉措預計將有助於提高每股收益和公司股價。這是因爲公司持續實施技術解決方案來促進毛利率增長,同時推動公司朝着實現NASt板塊40%的營業利潤率的目標邁進。預計到2025年,利潤率將有所改善,有望實現37.5%的利潤率,即使業務週期僅略有改善。
進入第三季度收益季,運輸板塊收到了一些積極的消息,表明該季度主要利潤驅動因素的下降可能並未顯著影響已經很適度的預期。對第三季度每股收益的預測存在少許風險。相比之下,通常更強勁的第四季度以一個較弱的開局開始,基本前景顯示可能存在第四季度預期的風險。
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