U.S. Logistics Stock News

NYSE:UAN
NYSE:UANChemicals

CVR Partners (UAN) Is Down 7.4% After Turnaround-Driven Q4 Loss And Distribution Cut - What's Changed

CVR Partners, LP reported fourth-quarter 2025 sales of US$131.07 million versus US$139.56 million a year earlier, swinging from net income of US$18.3 million to a net loss of US$10.27 million, and declared a reduced fourth-quarter cash distribution of US$0.37 per common unit. Management linked the quarterly loss to planned maintenance and startup issues at the Coffeyville facility but highlighted progress on debottlenecking projects and an aim for higher utilization rates above 95% to...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil Board Change Raises Questions For Guyana Project Priorities

Exxon Mobil (NYSE:XOM) director Jeffrey W. Ubben will not stand for re election. Ubben is known for focusing on environmentally minded, returns driven decision making. The announcement comes as Exxon Mobil advances large scale oil developments in Guyana. Exxon Mobil is one of the largest integrated energy companies globally, with operations that span oil and gas production, refining, chemicals, and low carbon initiatives. The exit of a director associated with sustainability and returns...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

A Look At Definium Therapeutics (DFTX) Valuation After Fresh Analyst Support And New Board Appointment

Definium Therapeutics (DFTX) has drawn fresh attention after Jefferies issued a new positive rating and Baird lifted its expectations, both highlighting the clinical potential of DT120, along with Roger Adsett’s appointment to the Board. See our latest analysis for Definium Therapeutics. At a share price of US$17.13, Definium’s recent 8.76% 7 day share price return and 45.79% 90 day share price return suggest momentum has picked up again. The 124.51% 1 year total shareholder return points to...
NasdaqGS:BANF
NasdaqGS:BANFBanks

How Strong Revenue But Softer EPS At BancFirst (BANF) Has Changed Its Investment Story

BancFirst recently reported quarterly results showing revenue up 10.7% year on year and ahead of analyst expectations, while earnings per share fell short of forecasts. This combination of stronger-than-expected top-line growth and weaker profitability offers a nuanced view of how the bank is managing costs and margins. Next, we will examine how BancFirst’s earnings-per-share miss, despite robust revenue growth, influences the company’s broader investment narrative. Find 54 companies with...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

How Trupanion’s Profitability Turnaround And Strategy Update At Trupanion (TRUP) Has Changed Its Investment Story

In February 2026, Trupanion, Inc. reported past fourth-quarter 2025 results showing revenue of US$376.85 million and net income of US$5.63 million, alongside reduced goodwill impairment charges of US$1.13 million compared with US$5.30 million a year earlier. Management also highlighted stronger retention, increased pet acquisition, and margin gains from better pricing alignment and operational efficiencies, supported by plans for new products and a 36‑month strategy targeting a broader...
NYSE:WMS
NYSE:WMSBuilding

Is Advanced Drainage Systems’ Major Refinancing Package Reshaping The Investment Case For WMS?

Advanced Drainage Systems, Inc. recently completed a US$500,000,000 private offering of 5.375% senior unsecured notes due 2034, alongside plans to amend and expand its senior secured credit facility and extend maturities while refinancing its existing borrowings and redeeming its 5.000% senior notes due 2027. This refinancing package reshapes the company’s capital structure by locking in long-term funding, enlarging its revolving and term loan capacity, and potentially increasing financial...
NasdaqGS:KHC
NasdaqGS:KHCFood

Kraft Heinz Delays Breakup To Fund Core Turnaround And Test Valuation Gap

Kraft Heinz (NasdaqGS:KHC) has postponed its planned breakup into two companies to focus on a core business turnaround. The company announced a US$600 million investment aimed at refreshing key brands and product quality, with a focus on the U.S. market. Nicolas Amaya has been appointed President, North America, as part of a broader leadership reshuffle under new CEO Steve Cahillane. Kraft Heinz, known for pantry staples such as ketchup, cheese, and packaged meals, is refocusing on its core...
NYSE:FE
NYSE:FEElectric Utilities

Assessing FirstEnergy (FE) Valuation After Recent Share Price Momentum And Grid Investment Plans

Why FirstEnergy is on investors’ radar today FirstEnergy (FE) is in focus for investors after recent share price moves and updated performance data highlighted how this regulated utility has been trading relative to its own history and the broader market. See our latest analysis for FirstEnergy. The recent 1-month share price return of 7.82% and year to date share price return of 10.91% suggest improving momentum. The 1-year total shareholder return of 23.54% and 5-year total shareholder...
NYSE:SIG
NYSE:SIGSpecialty Retail

Is Signet Jewelers (SIG) Still Attractive After A 89% One Year Share Price Jump

If you are wondering whether Signet Jewelers at around US$97.92 still offers value, you are not alone. This article is going to focus squarely on what that price might imply. The stock has returned 8.7% over the past 7 days, 9.1% over the last 30 days, 13.7% year to date, 88.6% over 1 year, 39.3% over 3 years and 109.1% over 5 years. This naturally raises questions about what is already priced in and how much risk the market is currently assigning to the shares. Recent coverage around Signet...
NYSE:CMG
NYSE:CMGHospitality

Did Chipotle’s (CMG) Aggressive Expansion Amid Softer Same-Store Sales Just Recast Its Growth Trade-Offs?

In recent months, Chipotle Mexican Grill has continued to open new restaurants and pursue menu, loyalty, and operational initiatives, even as same-restaurant sales last year fell 1.7% amid weaker customer traffic and broader macroeconomic pressures. This combination of aggressive expansion to more than 4,000 locations and a price-to-earnings ratio below the sector average has sharpened investor focus on how effectively Chipotle can convert its growth plans into resilient performance. Next,...
NYSE:CRM
NYSE:CRMSoftware

Does Salesforce’s AI Agent Pivot and Job Cuts Reshape The Bull Case For CRM?

In recent days, GoDaddy, REI Systems and Asymbl have each announced new Salesforce-linked AI agent integrations and deployments, while Salesforce itself has cut nearly 1,000 jobs as it reallocates resources toward artificial intelligence. Together with upcoming earnings and an acquisition of Momentum to deepen voice and video AI, these moves highlight how Salesforce is rapidly repositioning its platform around agentic AI, governance and automation even as AI disruption fears weigh on the...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute (UTI) Valuation Check After Strong Multi Month Share Price Momentum

Recent share performance and business snapshot Universal Technical Institute (UTI) has drawn fresh attention after a recent 1 day share move of about 3.6% and a past 3 months return of roughly 40%. This has prompted a closer look at its fundamentals. The company, a Phoenix based provider of transportation, skilled trades, and healthcare education programs, reports annual revenue of about US$855.0 million and net income of roughly US$53.7 million across its UTI and Concorde segments. See our...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Clearway Energy (CWEN.A) Valuation Check After Strong One Year Total Return And Modest Narrative Upside

Clearway Energy at a glance Clearway Energy (CWEN.A) has been drawing attention after a period of mixed short term performance and stronger longer term total returns, prompting investors to reassess how its clean energy portfolio and current valuation line up. See our latest analysis for Clearway Energy. With the share price at US$36.98, Clearway Energy has seen momentum cool slightly in the very near term, but its 30 day share price return of 10.06% sits alongside a 1 year total shareholder...
NasdaqCM:DVLT
NasdaqCM:DVLTSemiconductor

A Look At Datavault AI (DVLT) Valuation After Steep Share Price Weakness

Datavault AI overview and recent trading context Datavault AI (DVLT) has drawn investor attention after recent share price weakness, with the stock last closing at US$0.73 and recording negative returns over the past day, week, month, past 3 months, and year. See our latest analysis for Datavault AI. With the latest share price at US$0.73, Datavault AI’s 1 day, 7 day and 30 day share price returns of 3.87%, 7.57% and 10.53% declines respectively extend a much steeper 69.83% 90 day share price...
NYSE:TX
NYSE:TXMetals and Mining

Assessing Ternium (NYSE:TX) Valuation After Strong 1 Year And 3 Month Shareholder Returns

What Ternium’s Recent Performance Tells You Ternium (NYSE:TX) has been on investors’ radar after a 62% total return over the past year, paired with a 35% total return over the past 3 months, prompting a closer look at its fundamentals. See our latest analysis for Ternium. At a share price of US$43.52, Ternium’s recent 23% 3 month share price return sits within a much stronger 1 year total shareholder return of about 62%. This suggests momentum has been building over a longer stretch even as...
NYSE:RNG
NYSE:RNGSoftware

A Look At RingCentral (RNG) Valuation After Profitability Turnaround Dividend Launch And AI Partnership Expansion

RingCentral (RNG) is back in focus after its latest quarterly report, where the company moved from a net loss to positive net income, introduced its first dividend and expanded capital returns. See our latest analysis for RingCentral. The stock’s sharp 1 day share price return of 34.4% and 30 day share price return of 47.3% reflect how investors are reacting to the profitability milestone, dividend launch and expanded AI partnership. However, the 5 year total shareholder return of 89.6% still...
NYSE:TPB
NYSE:TPBTobacco

The Bull Case For Turning Point Brands (TPB) Could Change Following New Stoker’s Launch And FRE Award – Learn Why

Turning Point Brands’ Stoker’s line recently introduced Stoker’s Proud®, a value-focused sub-brand using 100% American-grown tobacco in two long-cut styles, while its FRE® Nicotine Pouches won a 2026 Product of the Year USA Award for the Lush 15mg Mega Pack format. Together, the expanded Stoker’s portfolio and award-winning FRE offering highlight Turning Point Brands’ emphasis on product quality, packaging innovation, and appeal to both value-oriented and modern oral consumers. We’ll now...
NYSE:ASGN
NYSE:ASGNIT

ASGN (ASGN) Rebrands Federal Arm as Everforth: A Subtle Shift in Its AI and Cloud Story?

In February 2026, ASGN appointed former Idemia executive Donnie Scott as president of its U.S. government unit, rebranded its federal segment as Everforth, and saw Apex Systems partner with Cloudaware to launch a FinOps-focused cloud management solution. Together, the leadership change, Everforth rebrand, and FinOps partnership highlight ASGN’s push to integrate federal and commercial capabilities around digital modernization and cloud governance. Next, we’ll examine how the Everforth...
NYSE:DELL
NYSE:DELLTech

Did McLaren’s AI-Fueled Racing Partnership Quietly Redefine Dell Technologies’ (DELL) Enterprise AI Narrative?

In recent days, McLaren Racing confirmed it has extended its partnership with Dell Technologies, continuing to use Dell’s AI Factory, PowerEdge servers, storage, and AI PCs to process race data, power simulations, and support operations across its Formula 1 and sim racing programs. This renewal showcases Dell’s AI and data infrastructure in one of the most data‑intensive, time‑critical environments in sport, highlighting how its enterprise offerings can support complex, real‑time...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku (ROKU) Valuation Check After Profit Return And Strong Fourth Quarter Earnings

Roku (ROKU) has come into focus after reporting fourth quarter and full year 2025 earnings that moved from a prior loss to a profit, with revenue and net income ahead of earlier results. See our latest analysis for Roku. Despite the strong earnings story and new advertising and content initiatives, the 30 day share price return of 16.16% and year-to-date share price return of 18.08% indicate that momentum has cooled recently. This is occurring even though the 3 year total shareholder return...
NYSE:PB
NYSE:PBBanks

A Look At Prosperity Bancshares (PB) Valuation After Recent Share Price Moves

Why Prosperity Bancshares Is On Investors’ Radar Today Prosperity Bancshares (PB) is back in focus after recent share price moves, with the stock closing at $73.53 and showing mixed total returns across the past month, past 3 months, and longer periods. See our latest analysis for Prosperity Bancshares. Recent trading has been relatively firm, with a 90 day share price return of 8.26% and a modest 5.60% year to date share price gain. However, the 1 year total shareholder return of a 0.60%...
NasdaqGS:XMTR
NasdaqGS:XMTRTrade Distributors

A Look At Xometry (XMTR) Valuation As RBC Flags Potential Upside Ahead Q4 Earnings

RBC Capital Markets has flagged Xometry (XMTR) ahead of its Feb. 24 Q4 earnings release, noting potential upside related to stronger enterprise adoption, TeamSpace usage, ERP integration, and improved sales execution. See our latest analysis for Xometry. At a share price of $56.68, Xometry has recently seen a 2.3% 7 day share price return alongside a 7.9% 30 day share price decline. Its 1 year total shareholder return of 75.6% and 3 year total shareholder return of 82.0% indicate momentum...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

A Look At ExlService Holdings (EXLS) Valuation After Share Buyback And New Data And AI Patents

ExlService Holdings (EXLS) has been active on two fronts, completing a share repurchase of 1.55 million shares for US$63.4 million and securing 10 new U.S. patents tied to its data and AI capabilities. See our latest analysis for ExlService Holdings. Despite the recent share repurchase and new data and AI patents, ExlService Holdings' share price has declined 29.48% over the past 30 days and 27.03% year to date, while its 1 year total shareholder return is down 37.35%. However, its 5 year...
NYSE:SLVM
NYSE:SLVMForestry

Sylvamo (SLVM) Valuation After Weaker 2025 Sales And Earnings Results

Why Sylvamo’s Latest Earnings Matter for Shareholders Sylvamo (SLVM) reported fourth quarter and full year 2025 results with lower sales and net income than the prior year, putting profitability trends and the investment case for the stock back in focus. See our latest analysis for Sylvamo. The earnings release appears to have weighed on sentiment, with a 7 day share price return of 5.20% and a 30 day share price return of 4.60%, even though the 90 day share price return is 6.31% and the 3...