U.S. Logistics Stock News

Wendy's (WEN) is back in focus after management paired cautious 2026 guidance, including flat global systemwide sales, with plans to close 5% to 6% of U.S. stores and rising pressure from activist Trian Partners. See our latest analysis for Wendy's. At a share price of US$7.77, Wendy's has seen a 3.9% one day share price decline and a 7.8% 90 day share price return decline, while the 1 year total shareholder return is down 48.3%. This suggests that recent activist headlines and cautious...

NewAmsterdam Pharma Company N.V. reported past full-year 2025 results on February 18, showing sales of US$22.5 million and a net loss of US$203.82 million, while also filing an omnibus shelf registration for up to 5,719,966 common shares. Despite lower revenue and continued losses, analysts highlighted management’s confidence in obicetrapib’s late-stage trials and regulatory path, underscoring its central role in the company’s future. We’ll now examine how confidence in obicetrapib’s...

In February 2026, Bank of America Corporation completed and announced multiple senior unsecured bond offerings across maturities from 2027 to 2046 totaling several hundred million US dollars, while also unveiling a new Art Consulting service for wealth clients and deepening its data partnership with London Stock Exchange Group. Together with a US$25.00 billion commitment to private-credit deals, these moves highlight Bank of America’s push to broaden fee and interest income sources across...

If you are wondering whether Kirby's current share price truly reflects its underlying value, you are not alone. That is exactly what this article will unpack. With the stock at US$128.46 after a 2.8% gain over the last 7 days, a flat 0.2% move over 30 days, and returns of 14.8% year to date, 27.3% over 1 year, 76.4% over 3 years and 100.0% over 5 years, many investors are asking what is already priced in. Recent attention on Kirby has largely centered on its role in the U.S. marine...

Supplier OMI has announced a new active cathode material that supports full battery charging in about three minutes. Harley-Davidson, listed as NYSE:HOG, is identified as a potential beneficiary as an existing participant in OMI's supplier base. Discussions have started between OMI and Harley-Davidson on how this technology could be scaled for future electric motorcycle platforms. Harley-Davidson's share price stands at $19.37, with returns of a 5.1% decline over the past week, a 4.6%...

If you are wondering whether ASGN is starting to look like value after a rough stretch, this article will walk through what the current share price might be telling you. The stock closed at US$40.94, with returns of a 1.2% decline over 7 days, 19.8% decline over 30 days, 12.3% decline year to date, 40.3% decline over 1 year, 54.0% decline over 3 years and 57.2% decline over 5 years. These moves may be changing how investors think about its risk and potential. Recent news coverage around ASGN...

MPLX LP recently raised its quarterly distribution by 12.5%, lifting its forward yield to 7.71% and reinforcing its fee-based midstream model supported by long-term contracts with Marathon Petroleum extending into the 2030s. This step, underpinned by strong contracted cash flows and disciplined capital allocation, signals management’s confidence in sustaining meaningful distribution growth for years. We’ll now explore how this sizable distribution increase and its backing by long-term...

Victory Capital Holdings (VCTR) has drawn investor attention after recent share price moves, with the stock last closing at $74.33. That puts recent monthly and past 3 months returns into sharper focus. See our latest analysis for Victory Capital Holdings. The recent 1-month share price return of 9.36% and 3-month share price return of 17.82% suggest building momentum. A 1-year total shareholder return of 18.98% and a very large 5-year total shareholder return indicate that longer term...

Recent commentary on Chewy (CHWY) has focused on two issues: slowing projected sales growth and the company’s broad definition of subscription revenue, even as it reports ongoing revenue growth and sustained profitability. See our latest analysis for Chewy. Chewy’s share price, now at $24.71, has seen a 1-day share price return decline of 6.58% and a 30-day share price return decline of 22.03%. Its 1-year total shareholder return decline of 28.29% underlines fading momentum as investors...

Monster Beverage (MNST) is back in focus after several major banks upgraded their views, pointing to management execution, strong free cash flow and a solid balance sheet ahead of a closely watched quarterly earnings update. See our latest analysis for Monster Beverage. The recent wave of bank upgrades and attention around the upcoming Q4 2025 earnings call comes after Monster Beverage’s share price climbed to US$84.69, with a 90 day share price return of 13.19% and a 1 year total shareholder...

Main Street Capital (NYSE:MAIN) has expanded its revolving credit facility with the addition of a new lender. This increases available commitments and gives the company more financing capacity for future activity. Main Street Capital, trading at $56.78, has seen mixed recent performance, with a 4.5% decline over the past week and an 11.4% decline over the past month. Over longer periods, returns have been more positive, including a 70.5% gain over three years and 127.1% over five years,...

Camtek stock moves and recent performance snapshot Camtek (NasdaqGM:CAMT) has recently attracted investor attention after a mix of short term pullback and longer term strength, with the share price up over the past month and past 3 months despite a weaker week. See our latest analysis for Camtek. At a share price of $153.11, Camtek has seen momentum cool slightly in the past week, but its 30 day share price return of 6.6% sits alongside a very strong 1 year total shareholder return of 95.3%...

Event overview and recent performance context Zevra Therapeutics (ZVRA) has attracted attention recently as investors reassess its rare disease pipeline alongside its current trading level of US$8.70. Recent returns range from a 1.1% decline over the past day to a 16.8% gain over the past year. See our latest analysis for Zevra Therapeutics. For Zevra, a 4.3% year to date share price return and 16.8% one year total shareholder return suggest momentum has been building, even as shorter term...

Investors may be wondering whether Autodesk’s current share price lines up with its underlying worth, or if the stock is starting to look interesting again after a pullback. Autodesk closed at US$218.64, with the stock showing a 5.4% decline over the past 7 days, a 19.0% decline over 30 days, and a 23.7% decline year to date, while the 3 year return sits at 11.2%. Recent coverage around Autodesk has focused on its role as a major software provider to design and engineering professionals, and...

If you are wondering whether Western Midstream Partners is still offering value at current levels, this article walks through what the numbers suggest and how to think about the price you are paying. The units last closed at US$41.20, with returns of a 5.1% decline over 7 days, 1.1% over 30 days, 3.7% year to date and 11.7% over the past year. The 3-year return is a bit more than 2x and the 5-year return is very large. Recent coverage around Western Midstream Partners has focused on its...

Terreno Realty Corporation recently expanded its industrial footprint by acquiring two New York properties for a combined expected investment of about US$115.6 million and securing a long-term lease in Rancho Dominguez, California that will run from June 2026 to September 2036. Together, these transactions highlight Terreno Realty’s focus on high‑traffic coastal logistics corridors, with planned renovations and interior build-outs aimed at enhancing property functionality and income...

Virtu Financial (VIRT) has just filed its latest Form 10-K, outlining growth in revenue and net income linked to higher trading volumes and greater institutional activity, alongside capital moves such as share repurchases and debt refinancing. See our latest analysis for Virtu Financial. Those capital moves come against a backdrop of strong recent momentum, with a 22.64% year to date share price return and a 137.72% three year total shareholder return. This suggests investors have been...

Why IPG Photonics Is Back on Investors’ Radar IPG Photonics (IPGP) is in focus after reporting a quarter that exceeded market expectations, alongside a fresh US$100 million share repurchase plan and guidance for the next quarter’s revenue range. See our latest analysis for IPG Photonics. The latest earnings beat, new revenue guidance for the first quarter of 2026 and a fresh US$100 million buyback plan come after a sharp share price run. The 30 day share price return is 55.69% and the 1 year...

IAC (IAC) has been drawing attention after recent share price moves, with the stock closing at US$35.20. For investors, the key question is how current performance lines up with the company’s underlying fundamentals. See our latest analysis for IAC. The latest move to US$35.20 comes after a 5.9% 1 day share price decline. This caps a choppy few months where the 30 day share price return is a 10.8% decline but the 90 day share price return is a 2.4% gain, while the 5 year total shareholder...

Meritage Homes (MTH) is back on investors’ radar after recent share price moves, with the stock showing mixed short term returns despite positive year to date and multi year total return figures. See our latest analysis for Meritage Homes. The recent pullback, with a 1 day share price return of a 1.32% decline and a 7 day share price return of a 4.71% decline to around $76.80, sits against a stronger backdrop. This includes a 30 day share price return of 6.67% and a 5 year total shareholder...

Lamar Advertising (LAMR) is back on investor radars after recent share price moves, with the stock closing at US$132.03. That puts fresh attention on how its billboard focused business is currently valued. See our latest analysis for Lamar Advertising. While the latest move leaves Lamar Advertising at US$132.03 after a 1 day share price return of a 1.46% decline, the year to date share price return of 6.37% and 1 year total shareholder return of 12.69% sit within a much stronger 5 year total...

Why Costamare’s latest earnings matter for shareholders Costamare (CMRE) recently reported fourth quarter and full year 2025 results, with net income and earnings per share rising while revenue edged lower. This puts the focus squarely on profitability and the durability of its charter driven cash flows. See our latest analysis for Costamare. At a share price of US$16.77, Costamare has had a 30 day share price return of 5.34% and a 90 day gain of 9.90%. Its 1 year total shareholder return of...

In recent weeks, analysts including Roth Capital, DA Davidson, and Oppenheimer have initiated or reiterated positive coverage on Modine Manufacturing, emphasizing its strengthening position in thermal solutions for high-growth end markets such as AI-focused data centers. At the same time, Modine has reported record orders, multi-year visibility, and capacity expansion in its data center cooling business, while broadening its Climate Solutions portfolio through acquisitions that extend its...

If you are wondering whether West Pharmaceutical Services at around US$244 per share is offering fair value or presenting an opportunity, this article will walk you through what the current price may be implying. The stock has been mixed recently, with a 2.5% decline over the last 7 days, a 3.2% gain over the past month, and returns of 10.9% over 1 year. However, it has seen declines of 11.6% year to date, 21.3% over 3 years, and 12.6% over 5 years. These moves have kept West Pharmaceutical...