Key Highlights

● CHRW closed at $142.31 on 9 October 2026, and no upside figure is calculated because price and target bases may be inconsistent after a large move.

● Market data shows a $194.76 average from 25 analysts and the second data set a $197.48 mean from 23 analysts, with many targets revised within days of the announcement.

● Market data shows 17 Buy, one Strong Buy, six Hold and one Sell rating, a Moderate Buy consensus.

● JPMorgan cut its target to $198 from $225 on 5 October, and Truist cut to $200 from $215 on 7 October while keeping Buy.

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) is a constituent of the S&P 500. The shares closed at $142.31 on Friday 9 October 2026. Headlines from 5 and 6 October linked a sharp share price fall to the announcement of a roughly $5.8 billion acquisition of RXO.

What Is the Latest Analyst Price Target?

Market data shows an average target of $194.76 from 25 analysts, with a high of $235 and a low of $90. The second data set shows a mean of $197.48 and a median of $200 from 23 analysts, with a high of $235 and a low of $135.

The reason is timing. The stock fell sharply on a major acquisition announcement, and many brokers revised their targets within days of it, while other targets on the list date from July and may pre-date the change in the company's outlook. The $90 low, attributed to Morgan Stanley, may be stale. Because the price and target bases may be inconsistent after such a large move, no upside figure is calculated.

What Are Wall Street Analysts Saying?

Ratings remain mostly positive. Market data shows 18 Buy-side ratings (17 Buy and one Strong Buy), six Hold and one Sell, a consensus of Moderate Buy. The second data set lists 15 Strong Buy, four Buy and four Hold, with no Sell.

Many named actions came in the week of the announcement. Stifel set a $209 target on 8 October, and Truist cut from $215 to $200 (Buy) on 7 October. On 6 October, Jefferies reiterated Buy with a $220 target, Evercore set $217, and Bank of America reiterated Buy at $203. JPMorgan lowered its target from $225 to $198 on 5 October, keeping Overweight. In late July, Baird cut from $230 to $200 and Janney set $155.

What Could Help the Stock Reach the Price Target?

Several brokers maintained Buy ratings after the announcement. A successful integration, realisation of cost savings, and a recovery in freight volumes and pricing would all support the shares.

What Could Prevent the Stock Reaching the Target?

A transaction of this size brings integration risk, financing costs and the possibility of regulatory scrutiny. The freight market is cyclical, and weak demand or pricing could weigh on earnings. The target cuts from JPMorgan, Truist and others show analysts are reassessing their models, and further revisions are possible as more details emerge.

What Should Investors Watch Next?

Items to watch include for more detail on the acquisition terms, financing and timetable, further analyst target revisions that would help establish a clearer consensus, and trends in freight volumes and pricing.

C.H. Robinson's Acquisition Fallout Leaves Targets Mid-Revision

C.H. Robinson closed at $142.31 on 9 October 2026, and many named actions came in the week of the acquisition announcement: JPMorgan and Truist cut, while Jefferies, Evercore, Stifel and Bank of America kept targets between $200 and $220. Ratings remain mostly positive, but targets are mid-revision, market data's $90 low attributed to Morgan Stanley may be stale, and integration risk, financing costs and a cyclical freight market are the factors behind further revisions.