U.S. Logistics Stock News

Gavin Baker has reduced his stake in GitLab (NasdaqGS:GTLB) while increasing positions in other software names. GitLab continues to invest in AI capabilities, including work on agentic AI use cases. The company is also presenting at a major technology conference, keeping it visible with enterprise and developer audiences. GitLab runs a DevSecOps platform that helps software teams plan, build, secure, and deploy code in one place. In a period when many companies are looking to streamline...

Zscaler unveiled its AI Security Suite after its ThreatLabz unit reported rising enterprise AI usage and critical gaps in how these tools are currently secured. The new suite targets security risks around AI deployments, including data exposure and model abuse, which have become a higher priority for regulators and large organizations. For investors watching NasdaqGS:ZS, this launch comes at a time when the stock is trading at $172.59 and has seen a 19.3% decline over the past 30 days. Over...

Carillon Eagle Small Cap Growth Fund recently highlighted Establishment Labs Holdings in its fourth-quarter 2025 investor letter as a leading contributor, citing robust post-FDA-approval demand, strong brand recognition, and clinical advantages. The fund also pointed to tight expense control and a path toward EBITDA profitability and cash flow positivity, underscoring growing confidence in Establishment Labs’ operational progress. We’ll now explore how this endorsement of Establishment Labs’...

If you are looking at Cadence Design Systems and wondering whether the recent price gives you fair value or not, this article will walk through what the numbers actually say. The stock last closed at US$283.46, after a 5.2% decline over the past week and a 10.7% decline over the past month, while still showing a 47.1% return over 3 years and 113.8% over 5 years. Recent moves in the share price are drawing renewed attention to how much investors are willing to pay for Cadence Design Systems...

NewAmsterdam Pharma has begun late stage RUBENS Phase 3 trials of obicetrapib in patients with Type 2 diabetes and metabolic syndrome. The company also plans to launch a new trial of obicetrapib in early Alzheimer's disease. These programs expand obicetrapib's potential use into major cardiometabolic and neurological conditions. For investors watching NasdaqGM:NAMS, these trial moves come as the stock trades at $35.24 and has returned 75.8% over the past year and 237.2% over the past five...

Latest FY 2025 Results Set the Stage for Knife River Knife River (KNF) just wrapped up FY 2025 with Q4 revenue of US$755.1 million and EPS of US$0.56, alongside net income of US$32 million that gives investors a clear read on recent profitability. The company has seen revenue move from US$657.2 million and EPS of US$0.41 in Q4 2024 to US$755.1 million and EPS of US$0.56 in Q4 2025, which feeds directly into trailing 12 month figures of US$3.1 billion in revenue and EPS of US$2.77. With a 5%...

Equitable Holdings recently declared quarterly cash dividends of US$0.27 per common share and payouts on its Series A and C preferred depositary shares, while also reporting lower fourth-quarter and full-year 2025 earnings compared with the prior year. On the same day, the company lifted its equity repurchase authorization by US$1.00 billion to US$4.30 billion, signaling continued focus on capital returns even after buying back US$854 million of stock in the fourth quarter of 2025 and...

John Paulson recently made a large reduction in his stake in Madrigal Pharmaceuticals, while the position still remains his largest holding. Madrigal Pharmaceuticals has approved significant equity inducement awards for new employees as part of recent hiring activity. These developments come as shares of NasdaqGS:MDGL last closed at $487.32. Madrigal Pharmaceuticals, trading under NasdaqGS:MDGL, is drawing attention as a major shareholder reshuffles exposure, while the stock trades at...

Why TAL Education Group Is On Investors’ Radar Today TAL Education Group (NYSE:TAL) has drawn fresh attention after recent share price moves, with the stock down 3.2% over the past day and showing weaker returns across the week, month, past 3 months, and year. See our latest analysis for TAL Education Group. The recent 1 day share price decline of 3.2% to US$10.89 extends a weaker trend, with a 7 day share price return of 11.25% and a 1 year total shareholder return decline of 24.9%,...

Planet Fitness (NYSE:PLNT) has signed a new franchise agreement with Impulso Gym to expand its footprint in Mexico. The company is growing its presence in markets where fitness club penetration is relatively low. Planet Fitness has also appointed Stephen Beard, an experienced executive in education and organizational transformation, to its board of directors. For investors, this move into Mexico highlights how Planet Fitness is focusing on international opportunities where gym membership...

Wondering whether Insmed's current share price lines up with its underlying value, or if expectations have simply run ahead of the story. The stock last closed at US$150.52, with returns of 1.3% over 7 days, a 6.8% decline over 30 days, a 15.0% decline year to date, and 85.0% over the past year, which naturally raises questions about how much optimism is already in the price. Recent news coverage has focused heavily on Insmed's progress and prospects in the pharmaceuticals and biotech space...

Viatris has launched Inpefa (sotagliflozin) in the United Arab Emirates, its first commercialization of the therapy outside the U.S. The move marks the beginning of a wider international rollout, with further global expansion planned. The current Viatris (NasdaqGS:VTRS) share price is $15.74. For investors watching Viatris, the Inpefa launch in the UAE puts fresh attention on how the company is building out its branded therapy portfolio beyond the U.S. market. The stock is trading at...

If you are wondering whether Casella Waste Systems at around US$103.88 is priced attractively or asking too much, you are in the right place for a closer look at what that means for you as a shareholder or potential investor. The stock has returned 5.3% year to date, with a 0.3% decline over the last 7 days, a 2.1% decline over 30 days, a 9.7% decline over 1 year, 35.5% total return over 3 years and 75.4% total return over 5 years. Recent news around Casella Waste Systems has largely focused...

BridgeBio Pharma (BBIO) has become a focus for investors after reporting positive topline results from its global Phase 3 PROPEL 3 trial of oral infigratinib in children with achondroplasia. See our latest analysis for BridgeBio Pharma. The positive PROPEL 3 data sits alongside a very strong 1-year total shareholder return of 113.72% and a roughly 7x total shareholder return over 3 years. The 90-day share price return of 15.73% suggests momentum has recently picked up again, despite a softer...

Roku expanded its free Live TV offering with nine additional channels, broadening its ad supported content lineup. The company is testing Smart TV interface updates that prioritize its own content and advertising inventory on the home screen. These changes aim to deepen user engagement while supporting revenue growth from advertising and Roku branded services. Roku, traded as NasdaqGS:ROKU, is making these product changes as its share price stands at $88.58. The stock has seen a 35.0%...

If you are looking at Antero Resources and wondering whether the current share price really lines up with its underlying value, you are not alone. The stock last closed at US$33.63, with returns of 4.0% over the past 30 days, a 1.7% decline year to date and a 15.4% decline over the last year. This is set against a 39.1% gain over three years and a 277.0% gain over five years. Recent price moves have kept Antero Resources on the radar for investors who follow US energy names, and the stock...

In early February 2026, EastGroup Properties, Inc. reported higher fourth-quarter and full-year 2025 revenue and net income, alongside diluted earnings per share of US$1.27 for the quarter and US$4.87 for the year, and issued first-quarter and full-year 2026 net income and EPS guidance. A key takeaway is that management’s 2026 outlook, with projected net income attributable to common stockholders between US$263.43 million and US$274.11 million, gives investors a clearer view of expected...

If you are trying to figure out whether Samsara's current share price reflects its real worth, you are not alone. Many investors are asking the same question. The stock recently closed at US$26.16, with a 6.2% decline over the last 7 days, a 25.0% decline over 30 days, a 22.9% decline year to date, and a 57.1% decline over 1 year. However, the 3 year return sits at 61.4%. Recent attention on Samsara has been shaped by ongoing interest in connected operations software and how companies in...

If you are wondering whether Ralph Lauren is still fairly priced after a strong run, you are not alone. This article focuses squarely on what you might be paying for each dollar of the business today. The stock last closed at US$370.50, with returns of 4.0% over the past week, 2.1% over the past month, 2.2% year to date and 30.8% over the past year. The 3 year and 5 year returns of 229.6% and 250.0% show how different holding periods can look. Recent headlines around Ralph Lauren have...

In early February 2026, Moelis & Company reported fourth-quarter 2025 net income of US$87.87 million and full-year net income of US$233.04 million, alongside a regular quarterly dividend of US$0.65 per share payable on March 26, 2026 to holders of record on February 17, 2026. On the same day, the firm completed a multi-year US$196.47 million buyback and launched a new, open-ended US$300 million repurchase program, reinforcing a capital return approach that pairs earnings growth with...

Steel Dynamics (NasdaqGS:STLD) and SGH have submitted a revised, best and final offer to acquire BlueScope Steel. Under the proposal, Steel Dynamics would acquire BlueScope's North American operations, while SGH would retain other assets. The deal would expand Steel Dynamics' steel and building products footprint across North America. Steel Dynamics focuses on steel production and related metal recycling and fabrication, with a broad customer base across construction, manufacturing, and...

Recent coverage on Baldwin Insurance Group, which rebranded from BRP Group in May 2024, highlighted its independent insurance distribution model and emphasized that over the past two years the business has delivered average organic revenue growth of 13.6% alongside a 7.1 percentage point improvement in adjusted operating margin across five years. Analysts and commentators have pointed to this combination of consistent organic expansion and margin efficiency as evidence that Baldwin’s...

Berkshire Hathaway cut its Amazon.com (NasdaqGS:AMZN) stake by more than 75% in the final quarter as Warren Buffett retired as CEO. The move coincides with Amazon planning around $200b in capital spending on AI and cloud infrastructure. At the same time, the company is facing labor disputes at its Delta, B.C. warehouse in Canada. Italian authorities have opened a new tax investigation, adding to existing regulatory and legal pressures in Europe. Amazon.com (NasdaqGS:AMZN) enters this news...

Recent attention on Mondelez International (MDLZ) has centered on its 2026 CAGNY Conference messaging regarding long term growth plans and the appointment of Ziad Abla to lead Mondelez Arabia in Saudi Arabia. See our latest analysis for Mondelez International. Against this backdrop of conference messaging, dividends and buybacks, Mondelez International’s share price has a 30 day return of 4.6% and a year to date share price return of 11.6%, while the 5 year total shareholder return sits at...