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.
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瑞士银行分析师Thomas Wadewitz上调$罗宾逊物流 (CHRW.US)$至买入评级,并将目标价从100美元上调至140美元。
根据TipRanks数据显示,该分析师近一年总胜率为51.7%,总平均回报率为6.8%。
此外,综合报道,$罗宾逊物流 (CHRW.US)$近期主要分析师观点如下:
改善C.H. Robinson运营的举措预计将促进每股收益的增长和股价的上涨。预计该公司采用技术工具将有助于扩大毛利率,而生产率举措可能会促进该公司在NaST细分市场向40%的营业利润率迈进。预计2025年利润率将稳步提高,即使假设周期性略有改善,预期利润率仍为37.5%。
随着第三季度财报季的临近,运输行业可能认为关键利润驱动因素的逐渐下降相对温和,与当前的温和预期一致。对第三季度每股收益预测的威胁可能微乎其微,但仍然存在。另一方面,通常强劲的第四季度开始时表现疲软,基础经济指标表明第四季度的预测可能受到威胁。
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