{"id":27592,"date":"2026-02-15T00:25:45","date_gmt":"2026-02-15T00:25:45","guid":{"rendered":"https:\/\/diyhaven858.wasmer.app\/index.php\/logistics-stock-selloff-thursday-brings-assurances-of-calm\/"},"modified":"2026-02-15T00:25:45","modified_gmt":"2026-02-15T00:25:45","slug":"logistics-stock-selloff-thursday-brings-assurances-of-calm","status":"publish","type":"post","link":"https:\/\/diyhaven858.wasmer.app\/index.php\/logistics-stock-selloff-thursday-brings-assurances-of-calm\/","title":{"rendered":"Logistics stock selloff Thursday brings assurances of calm"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div xmlns:default=\"http:\/\/www.w3.org\/2000\/svg\" data-testid=\"article-body\">\n<div class=\"bodyItems-wrapper\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->C.H. Robinson did two unusual things Thursday.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->First, its high-flying stock, driven in part by investor enthusiasm over the 3PL\u2019s embrace of AI, was one of the logistics companies that fell the hardest that day in a sea of red arrows that sucked in trucking firms as well. C.H. Robinson stock was down 14.54% on the day.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->(For perspective, C.H. Robinson hit its 52-week high on February 6 at $203.34. Its 52-week low was April 9 at $84.68. It closed Thursday at $179.48.)<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The second unusual thing it did was talk about it\u2026sort of.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Companies across the spectrum are generally reluctant to say anything publicly about why their stock is doing well or doing poorly. There are plenty of regulations on \u201cforward looking statements\u201d that company managements strive to ensure they are in compliance.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The statement released by C.H. Robinson (NASDAQ: CHRW) did not specifically address the size of the stock price decline. But it defended its use of AI and looked to the future, saying the company believes continued adoption of AI \u201cwill only continue to strengthen our performance and widen our competitive moat.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->But in what could be seen as a subtle boost to the owners of its stock, the C.H. Robinson statement said \u201cwe remain confident in our strategy and continue to execute on our disciplined share repurchases from the past year.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The enormous selloff also hit two other publicly-traded 3PL companies RXO (NYSE: RXO), whose stock already had been falling for a year unlike C.H. Robinson, fell more than C.H. Robinson, down 20.45%. Landstar (NASDAQ: LSTR) declined 15.6%.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Expeditors International (NYSE: EXPD) fell a whopping 13.18%. While it is not an over the road freight broker like RXO or C.H. Robinson, its business is an asset-light company that works to get freight from shipper\/manufacturer to an end customer via an ocean or air carrier on assets owned by others.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Although the selloff across markets appeared to be directed at companies whose business can be even further disrupted by AI than what was expected already, both logistics and trucking companies felt the sting of the decline.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Among the trucking companies whose stocks took a big hit Thursday, TFI International (NYSE: TFII) was down 8.11%; Forward Air (NASDAQ: FWRD) fell 8.75%; Werner Enterprises (NASDAQ: WERN) declined 5.34%; Heartland Express (NASDAQ: HTLD) fell 5.75%.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Among the bigger trucking companies, Old Dominion (NASDAQ: ODFL) fell 4.6%, J.B. Hunt (NASDAQ: JBHT) declined 5.06% and Knight Swift (NYSE: KNX) declined just 0.6%.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The S&amp;P 500 fell 1.57% for the day.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Just before 11 a.m. Friday, some of those stocks had rebounded but only a fraction of the prior day\u2019s decline. C.H. Robinson was up 3.42%; RXO was up 2.77%; and Landstar rose 0.81%.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p>   <button class=\"secondary-btn fin-size-large readmore-button    rounded   yf-r7dg9i\" data-ylk=\"elm:readmore;itc:1;sec:content-canvas;slk:Story%20Continues\" data-yga=\"{&quot;yLinkElement&quot;:&quot;readmore&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Story Continues&quot;}\" aria-label=\"Story Continues\" title=\"Story Continues\"> <span>Story Continues<\/span> <\/button> <\/p>\n<div class=\"read-more-wrapper\" style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The transportation research team at Baird Equity Research sought to figure out a reason for the decline in a published note.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cThe transport complex has come under meaningful pressure this morning for reasons that are not immediately identifiable,\u201d the company said in its research note. \u201cThat said, we would note that the weakness appears to be concentrated in the asset-light, technology-enabled brokerage platforms, both in domestic truck brokerage and international freight forwarding.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->It cited four possible causes for the selloff.<!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-h8k6hx\">\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The most important, Baird said, was \u201cemerging debate around open-source automation agents such as Molt Bot that offer increased potential to automate routine back-office tasks and help equalize the technology playing field for smaller operators.\u201d The size advantage of companies like C.H. Robinson would presumably shrink if that were to occur.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cSpot rates likely peaking following winter storm Fern and the bomb cyclone before the receipt of tax rebate checks that are expected to be meaningfully higher year-on-year.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The Self-Drive Act, which could speed autonomous trucking.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->And a reason that might seem counterintuitive: the FMCSA final rule on non-domiciled CDL holders. Some interpretations of the law have concluded that it will not reduce capacity as quickly as might have been expected.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Baird\u2019s note was primarily to express skepticism as it reiterated its Outperform rating on several stocks.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cAutomation is not a new theme,\u201d Baird said. \u201cThe digital brokers automated in the 2010-2015 period, but service dependability was lacking as was their ability to leverage high execution predictive analytics. Successful execution in digital brokerage requires a best in class data set, built over years across cycles. Only the large tech-enabled players like CHRW and EXPD possess that breadth and depth of shipment, pricing, and carrier performance data to deliver. Security is also a growing focus.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->A similar research note from the transportation research team at Barclays reiterated its Overweight rating on C.H. Robinson in addressing the causes for the selloff.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Its note linked to a tweet from the co-founder at Open Mercato regarding a freight management system built on Open Mercato. Barclays said it believed the promise inherent in this tweet from Tomasz Karwatka was a key driver in the decline in transportation stocks, particularly the 3PLs.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Barclays also suggested a press release from Algorhythm Holdings (NASDAQ: RIME) that its SemiCab platform \u201cin live customer deployments\u201d was able to \u201cscale freight volumes by 300% to 400% without a corresponding increase in operational headcount\u201d was a factor in the selloff.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Algorhythm released a white paper on its findings in conjunction with the press release. (A link to the white paper was not functional early Friday).<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->But Barclays said the key disruptor in transportation logistics remains C.H. Robinson.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cWe see the moves in asset-light transportation stocks as disproportionate to the risk and would be significant buyers of weakness, especially in CHRW shares,\u201d it said.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->C.H. Robinson\u2019s statement repeated many of its own boasts about where it stands in the cycle of AI adoption. It wrapped up its defense by alluding to its financial position without mentioning the stock price.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cOur leadership in AI enhances the already strong fundamentals of our company,\u201d C.H. Robinson said. \u201cWe have outperformed the freight market for eight consecutive quarters. Our strong balance sheet, liquidity and investment-grade credit rating allow us to continually invest in innovation, even when competitors can\u2019t, while also buying back our stock. We are a dividend aristocrat, returning higher dividends to our investors for 27 consecutive years.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START --><em>More articles by John Kingston<\/em><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->New territory: RXO debt rating from Moody\u2019s now below investment-grade cutoff<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Annual employment report revision shows huge decline in truck transportation jobs<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Amazon\u2019s LTL offering reaching out to shippers as possible customers: report<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The post Logistics stock selloff Thursday brings assurances of calm appeared first on FreightWaves.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p><br \/>\n<br \/><a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>C.H. Robinson did two unusual things Thursday. First, its high-flying stock, driven in part by investor enthusiasm over the 3PL\u2019s embrace of AI, was one of the logistics companies that fell the hardest that day in a sea of red arrows that sucked in trucking firms as well. C.H. Robinson stock was down 14.54% on [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":27593,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[10],"tags":[1086,3122,3121,143,1343,2589,3120,851,3119],"class_list":["post-27592","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","tag-c-h-robinson","tag-heartland-express","tag-logistics-companies","tag-nasdaq","tag-nyse","tag-rxo","tag-selloff","tag-stock-price","tag-trucking-companies"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/diyhaven858.wasmer.app\/wp-content\/uploads\/2026\/02\/838b539babf6d3144778993523bbece4.jpeg","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/27592","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/comments?post=27592"}],"version-history":[{"count":0,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/27592\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media\/27593"}],"wp:attachment":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media?parent=27592"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/categories?post=27592"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/tags?post=27592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}