Narrative Edge

CHRW

USD 128.31 -13.44% · 1Y
Latest: bear
Price
Oct 30 Nov 2 Nov 3 Nov 4 Nov 5 133.89 131.56 129.22 126.89 124.55
Oct 6 Oct 14 Oct 21 Oct 28 Nov 5 143.82 139.02 134.22 129.41 124.61
Aug 6 Aug 28 Sep 22 Oct 14 Nov 5 157.72 149.44 141.17 132.89 124.61
May 6 Jun 23 Aug 7 Sep 22 Nov 5 209.42 188.22 167.01 145.81 124.61
Nov 6 Feb 6 May 8 Aug 10 Nov 5 209.42 188.22 167.01 145.81 124.61
Nov 4 May 5 Nov 3 May 11 Nov 5 208.50 178.62 148.74 118.85 88.97
Nov 6 Aug 5 May 5 Feb 9 Nov 5 208.50 173.93 139.36 104.79 70.22
Full synthesis

Viewpoint Synthesis

Bull Thesis

No bullish source candidates provided; not possible to construct bull viewpoint.

No bull arguments extracted yet.
Bear Thesis

Amazon’s managed transport push caps CHRW’s multiple due to heightened competition fears.

1. Competitive Overhang

  • Selloff across logistics names including CHRW implies market prices in Amazon threat. ↴
Opinion timeline

Opinion Timeline

Bull Plane
TIME
Bear Plane
No bull argument in this report.
2026-05-05

C.H. Robinson Worldwide experienced a sharp selloff due to Amazon's expansion into managed transport, though TD Cowen believes the reaction is largely overdone.

2026-05-05 Back to thesis
Sources and method

Research through 2026-05-05 · 2026-05-05 to 2026-05-05 · 1 source reports.

Price through 2026-11-05 · USD
Price cutoff for each chart range
RangePrices through
1W
1M
3M
6M
1Y
2Y
3Y
AI synthesis current. Synthesis as of 2026-10-01; evidence available through 2026-05-05. Verified source bindings; generated 2026-10-01, analyzed evidence through 2026-05-05.
Research coverage and method

Research through 2026-11-03. Artifact validity does not establish factual accuracy or research freshness.

Technical diagnostics
Research source: 2026-11-03 Processed through: 2026-11-03 Generated: 2026-11-05T21:27:35+00:00 · 0d ago Generation SHA: 9b30b4021932 Service SHA: be4f205fbe0e Bounded refresh backlog: 1 Processing failures: 2