U.S. Logistics Stock News

Novanta Inc. reported its fourth-quarter and full-year 2025 results, with quarterly sales rising to US$258.35 million and net income reaching US$17.47 million, while issuing 2026 revenue guidance of US$1.03–US$1.05 billion that aligns closely with market expectations. Alongside record quarterly revenue, Novanta highlighted a very large acquisition capacity of about US$1.5 billion and a 25% surge in bookings, underscoring strong demand for its technologies in areas such as AI-driven robotics...

L3Harris Technologies recently announced it secured its largest-ever full-rate production contract for submarine communication systems and a nearly US$400 million award to supply solid rocket boost motors and Liquid Divert and Attitude Control Systems for the Missile Defense Agency’s THAAD interceptors. These wins deepen L3Harris’s role in undersea communications and missile defense, reinforcing its position as a key supplier on long-lived defense platforms. We’ll now examine how this...

Huntington Ingalls Industries (HII) recently drew fresh attention after signing a memorandum of understanding with Path Robotics to explore physical AI welding in shipbuilding, as well as attracting renewed political and media focus on U.S. naval expansion. See our latest analysis for Huntington Ingalls Industries. The memorandum with Path Robotics and renewed attention on U.S. naval expansion come after a strong run in the stock, with a 90 day share price return of 41.25% and a 1 year total...

Recent moves in Bunge Global (BG) have been driven by a wave of upbeat analyst commentary following its fiscal Q4 earnings beat and conservative guidance. This has put fresh attention on the agribusiness group’s fundamentals. See our latest analysis for Bunge Global. The recent cluster of upbeat analyst views has come after a strong run in the shares, with a 24.31% 90 day share price return and 28.91% year to date share price return, while the 1 year total shareholder return of 68.06%...

In recent trading, Freedom Holding Corp reported that insurance premium income fell after regulators capped commissions on policies tied to bank and microfinance loans, while its brokerage customer base reached 828,000 and banking customers grew to 4.5 million as of December 31. This combination of regulatory pressure on a fee-generating line and simultaneous expansion in core brokerage and banking relationships highlights a shift in how Freedom Holding may be balancing revenue...

Software mix, earnings update and capital returns come into focus Donnelley Financial Solutions (DFIN) is leaning further into its software model, with management pointing to double digit SaaS growth, tighter cost control, ongoing transformation spend and continued share buybacks as key themes for investors. See our latest analysis for Donnelley Financial Solutions. At a share price of $49.74, Donnelley Financial Solutions has a year to date share price return of 9.01%, while the 5 year total...

Key recent performance and what it might mean for USA Rare Earth USA Rare Earth (USAR) has had a mixed run recently, with a roughly 24% decline over the past month but a gain of about 50% over the past 3 months, drawing more attention from investors. See our latest analysis for USA Rare Earth. At a share price of $20.13, USA Rare Earth sits above its year to date share price return of 42.26% and its 1 year total shareholder return of 82.01%. This suggests recent momentum has been building...

In February 2026, Jackson Financial Inc. reported fourth-quarter 2025 revenue of US$1,988 million but swung to a net loss of US$204 million, while also increasing its common dividend, declaring a preferred dividend, and completing a large share repurchase program that retired just over 40% of its shares since 2021. Despite record retail annuity sales and continued capital returns, the sharp drop in yearly net income to US$27 million and a move from earnings per share to a loss per share have...

Why AngloGold Ashanti (NYSE:AU) Is Suddenly on Investors’ Radar AngloGold Ashanti (NYSE:AU) has drawn fresh attention after reporting record free cash flow of more than US$1b in Q4 2025, stronger year over year earnings, and announcing a large interim dividend. See our latest analysis for AngloGold Ashanti. The recent earnings release, record free cash flow and large interim dividend appear to have fed into strong momentum, with the share price at US$126.07 and a 90 day share price return of...

Newmark Group (NMRK) has drawn investor interest after recent share moves, with the stock showing mixed returns over the past week, month, and past 3 months, while longer term performance has differed. See our latest analysis for Newmark Group. At a share price of US$14.89, Newmark Group has seen a 1 day share price return of 1.64%. Its 30 day and 90 day share price returns of 13.33% and 14.33% respectively point to fading short term momentum, despite a 3 year total shareholder return of...

Ultragenyx Pharmaceutical (NasdaqGS:RARE) announced that the US FDA has accepted its Biologics License Application for DTX401, a gene therapy for Glycogen Storage Disease Type Ia. The FDA has granted Priority Review to the application, signaling an expedited assessment timeline. If approved, DTX401 could become the first pharmacologic treatment option for people living with Glycogen Storage Disease Type Ia. For Ultragenyx, with a current share price of $23.04, this regulatory milestone...

Corning (GLW) is back in focus after its share price jumped on growing demand for AI data center fiber and a multiyear Meta Platforms agreement that could reach US$6b in value. See our latest analysis for Corning. The recent Meta agreement and rising AI data center interest sit alongside sharp stock moves, with a 36.96% 1 month share price return and a 78.50% 3 month share price return contributing to a very large 1 year total shareholder return. If Corning’s AI infrastructure story has...

MARA Holdings, Inc. recently announced a partnership with Starwood Capital Group and Starwood Digital Ventures to convert select, power-rich bitcoin mining sites into next-generation data centers aimed at enterprise, hyperscale, and AI customers, with plans for about 1 gigawatt of near-term IT capacity and a pathway to more than 2.5 gigawatts. An important feature of this agreement is that future campuses are expected to support both bitcoin mining and AI compute, allowing MARA to shift...

Earlier this week, CleanSpark reported a wider-than-expected quarterly loss while highlighting progress in pivoting from Bitcoin mining toward high-performance computing and AI infrastructure, including expected AI data center leases. What stands out is that, despite downward earnings estimate revisions for the current year, analysts and investors are increasingly focused on the potential upside from CleanSpark’s AI and HPC shift rather than its current losses. We’ll now examine how...

Nordic American Tankers (NAT) is back in focus after reporting its best quarter of 2025. The company paired higher net earnings with a fresh dividend, a new one year contract and strong spot charter rates. See our latest analysis for Nordic American Tankers. The earnings news has arrived alongside strong momentum in Nordic American Tankers’ shares. The 1 day share price return is 7.14%, the 30 day share price return is 31.71%, and the 1 year total shareholder return is 146.59%. This points to...

If you are looking at OceanFirst Financial and wondering whether its current share price lines up with its underlying worth, you are asking the exact question this article is built to tackle. The stock last closed at US$19.04, with returns of 3.8% over the past 30 days, 6.7% year to date, and 12.8% over the past year. The 3 year and 5 year returns sit at a 5.6% decline and a 5.0% gain respectively. These share price moves sit against a backdrop of ongoing sector wide attention on US regional...

Earlier this week, CDW Corporation filed an omnibus mixed securities shelf registration covering common and preferred stock, depositary shares, warrants, debt securities, and various share purchase instruments, enhancing its flexibility to raise capital for operations and growth initiatives. This filing, combined with recent commentary highlighting CDW’s stronger-than-expected quarterly results and focus on higher-demand areas like cloud, cybersecurity, and AI, underscores how the company is...

MarketAxess Holdings (NasdaqGS:MKTX) has appointed William Quan as Chief Technology Officer to lead its AI and technology modernization efforts. The company has also announced an integration with DirectBooks that is designed to streamline primary market workflows for its clients. MarketAxess runs an electronic trading platform focused on fixed income markets, connecting institutional investors and dealers in credit products. The arrival of William Quan as CTO brings a leader with experience...

Hewlett Packard Enterprise (HPE) is back in focus after unveiling new networking and compute products aimed at helping service providers roll out AI infrastructure more quickly and efficiently in the lead-up to Mobile World Congress 2026. See our latest analysis for Hewlett Packard Enterprise. HPE’s recent product launches and Juniper integration news come after a stretch where the 1 month share price return of 3.52% and year to date share price return of 13.78% contrast with a 5 year total...

Lear (LEA) is back on traders’ radar after recent share price moves, with the stock showing a gain over the past month and past 3 months that stands out against its longer term record. See our latest analysis for Lear. That recent burst of momentum, including a 10.35% 1 month share price return and 23.90% 3 month share price return, sits alongside a 42.47% 1 year total shareholder return and a weaker 5 year total shareholder return. This suggests sentiment around Lear has strengthened in the...

Several class action lawsuits have been filed against NuScale Power (NYSE:SMR) alleging misrepresentations about key commercialization partner ENTRA1 Energy. Plaintiffs claim NuScale understated the risks tied to ENTRA1, as fresh details emerge about substantial payments and project delays. At the same time, NuScale received approval for a small modular reactor project in Romania and major shareholder Fluor announced plans to exit its position. NuScale Power, trading at $13.33, is facing a...

Pennant Group’s FY 2025 Earnings Set Up the Next Phase of the Story The Pennant Group (PNTG) closed FY 2025 with fourth quarter revenue of US$289.3 million and basic EPS of US$0.25, capping a trailing twelve month period where revenue reached US$947.7 million and EPS came in at US$0.86. Over the past six reported quarters, the company has seen revenue move from US$188.9 million in Q4 2024 to US$289.3 million in Q4 2025, while quarterly EPS ranged between US$0.17 and US$0.25. This leaves...

If you are looking at Benchmark Electronics and wondering whether the current share price reflects its true worth, this article will walk through the key pieces you need to weigh that question up. The stock most recently closed at US$59.18, with returns of 3.2% over 7 days, 20.8% over 30 days, 34.8% year to date, 52.0% over 1 year and 163.2% over 3 years, so valuation now sits front and center for many investors. Recent coverage has focused on Benchmark Electronics as an established...

Quantum Computing (QUBT) has moved into the spotlight after raising US$1.25b in cash and agreeing to acquire Luminar Semiconductor for US$110 million, steps that reshape its photonics focused quantum computing ambitions. See our latest analysis for Quantum Computing. Those moves come after a choppy year for the stock, with a recent 1 day share price return of 4.15% and 7 day return of 9.98% contrasting with a 30 day share price decline of 20.07%. Even so, total shareholder return sits at...