C.H. Robinson (CHRW) Plunges 14.54% Amid Logistics Selloff; Baird, Barclays Highlight AI and Automation Pressure

Thursday, February 13, 2026: Logistics stocks tumbled as C.H. Robinson (NASDAQ: CHRW) fell 14.54%, joining RXO (NYSE: RXO) (-20.45%), Landstar (NASDAQ: LSTR) (-15.6%) and Expeditors (NYSE: EXPD) (-13.18%). The S&P 500 declined 1.57% for the day. C.H. Robinson closed at $179.48, down from its 52-week high of $203.34 on February 6 and $84.68 on April 9. The sell-off appears concentrated in asset-light, technology-enabled platforms, per Baird and Barclays research. Drivers cited include AI/automation disruption, competition from platforms like Open Mercato, and Algorhythm Holdings’ (NASDAQ: RIME) claims of 300%-400% volume scaling without adding headcount. C.H. Robinson released a non-commentary statement reaffirming its AI strategy, disciplined share repurchases and outperformance for eight consecutive quarters. It noted a strong balance sheet and dividend aristocrat status, while some shares rebounded modestly Friday (+3.42% for CHRW, +2.77% for RXO, +0.81% for LSTR).