U.S. Logistics Stock News

V.F. Corporation (VFC) just posted Q3 2026 results with revenue of US$2.9b and basic EPS of US$0.77, setting a clear reference point for how the year is shaping up. The company has seen quarterly revenue move from US$2.8b in Q2 2026 and US$2.9b in Q3 2025, while EPS shifted from US$0.49 in Q2 2026 and US$0.43 in Q3 2025, giving investors a clean view of how the income statement is trending as margins settle after a volatile period. See our full analysis for V.F. With the latest numbers on the...

Sagebrush Health Services has filed a lawsuit accusing Amgen (NasdaqGS:AMGN) of unlawfully terminating discounted drug sales under the federal 340B Drug Pricing Program. The complaint alleges Amgen improperly retracted discounts and reclaimed millions in price concessions that supported clinics serving underserved patients. The dispute centers on access to Amgen therapies for vulnerable populations and the company’s handling of federal discount requirements. Amgen, a large biotechnology...

Multiple major analysts upgraded KLA (NasdaqGS:KLAC), citing strong demand for advanced semiconductor inspection equipment and growth in 2nm process technology. KLA reported significantly improved quarterly financial results, with revenue and profit both moving higher. The combination of analyst upgrades and the latest earnings release has sharpened investor focus on KLA's role in next generation chip manufacturing. KLA enters this news cycle with its share price at $1,684.71 and a very...

Pfizer (PFE) is back in focus after two fresh pipeline updates: a non-exclusive Matrix M vaccine adjuvant licensing deal with Novavax and FDA Breakthrough Therapy Designation for a gastrointestinal stromal tumor combination. See our latest analysis for Pfizer. These pipeline headlines arrive while the share price has been edging higher, with a 30 day share price return of 4.44% and a 90 day share price return of 5.88%. However, the 3 year total shareholder return decline of 29.45% shows how...

Intuit (INTU) is drawing fresh attention as the U.S. tax season opens, with investors weighing its new Career Pipeline Program, the QuickBooks partnership with Checkr, and recent stock price weakness together. See our latest analysis for Intuit. Those new product and partnership moves are landing at a tricky moment for the stock, with a 1 day share price return of 6.63% decline at US$502.98, a 30 day share price return of 24.91% decline, and a 1 year total shareholder return of 16.24%...

Third Point has escalated its activist campaign at CoStar Group, pushing for a board overhaul and fresh directors at NasdaqGS:CSGP. The fund is urging CoStar to refocus on its core commercial real estate data business and consider divesting its residential real estate operations. Third Point has publicly criticized governance, strategy, and management compensation, framing its campaign as an effort to restore shareholder value. For shareholders, this fight comes after a challenging run for...

In late January 2026, Texas Instruments reported full-year 2025 sales of US$17.68 billion and net income of US$5.00 billion, while issuing first-quarter 2026 guidance for revenue of US$4.32 billion to US$4.68 billion and earnings per share of US$1.22 to US$1.48. Management highlighted rapidly expanding data center and recovering industrial demand, areas that now meaningfully contribute to Texas Instruments’ analog and embedded processing business mix and future focus. We’ll now examine how...

Aptiv has finalized the leadership team for its Versigent spin off, appointing Joseph Liotine as CEO and Doug Ostermann as CFO. The company has confirmed the Versigent name and outlined the timeline for separating its Electrical Distribution Systems business into an independent entity. Aptiv, traded as NYSE:APTV, is moving ahead with a major restructuring step as it prepares to separate its Electrical Distribution Systems unit into Versigent. The stock closed at $78.83, with a 1 year return...

T1 Energy Inc. previously filed an omnibus shelf registration of up to US$7 million, covering common and preferred stock, debt securities, warrants, subscription rights and purchase units. The filing gives T1 Energy flexible access to multiple types of financing, which could be important as it develops its US$425 million solar cell facility in Texas. We'll now examine how this expanded financing toolkit, alongside the planned solar cell plant, shapes T1 Energy's broader investment...

Sally Beauty Holdings, Inc., a leader in professional hair color, recently announced it will host a February 9, 2026 conference call and webcast to review its first quarter financial results, with a detailed press release to be posted on its website before U.S. markets open that day. Separately, the company is widening its innovation pipeline by launching ion® 24K with TRICHOPOWER™ SCIENCE and planning new ion® tools aimed at delivering high-performance, accessible hair care...

EchoStar investors are reacting to reports of a potential merger between SpaceX and xAI. The focus is on how any restructuring or reprioritization at SpaceX could affect EchoStar's investment exposure. The situation introduces fresh uncertainty around future benefits or risks to EchoStar tied to its SpaceX position. For you as an EchoStar shareholder, the key issue is how tightly the company is linked to SpaceX at a time when a potential merger with xAI is being discussed. EchoStar, trading...

DICK'S Sporting Goods (DKS) is in focus after launching its DICK'S Team USA Ambassadors program, which connects Olympic and Paralympic athletes with youth sports grants ahead of the Milano Cortina 2026 Games and raises fresh questions about brand-driven stock appeal. See our latest analysis for DICK'S Sporting Goods. The ambassador launch follows a period where short term share price momentum has been mixed, with a 30 day share price return of 3.32% alongside a 1 year total shareholder return...

If you are wondering whether QuidelOrtho at around US$27.41 is a potential value opportunity or a value trap, you are in the right place. The stock has had a weak run, with a 10.3% decline over the last 7 days, a 6.5% decline over 30 days, a 4.8% decline year to date, and a 36.5% decline over the last year, building on much larger 3 year and 5 year declines of 70.0% and 88.0%. Recent coverage has focused on QuidelOrtho's position in the broader healthcare and diagnostics space and how...

In late January 2026, USA Rare Earth announced a non-binding letter of intent with the U.S. Department of Commerce and Department of Energy for up to US$1.60 billion in equity and senior secured debt, alongside a US$1.50 billion PIPE financing to accelerate its Round Top mine and Stillwater magnet plant. This prospective package would make the U.S. government one of the company’s largest shareholders, underscoring Washington’s effort to build a fully domestic mine-to-magnet supply chain for...

Boeing (NYSE:BA) has secured new commercial jet orders from Air India and Ethiopian Airlines. Air India placed an order for 30 additional 737 MAX jets to expand its single aisle fleet. Ethiopian Airlines ordered nine 787 Dreamliners as it builds out its long haul, fuel efficient widebody fleet. These commitments highlight demand for Boeing's next generation aircraft from carriers in key regions. Boeing's latest orders come as the stock trades around $234.04, with a 1 year return of 30.4%...

PagSeguro Digital (PAGS) drew fresh attention after its shares climbed 5.60% in mid-day trading on January 27, approaching a 52 week high as recent analyst commentary became more constructive. See our latest analysis for PagSeguro Digital. The latest move adds to a strong run, with a 7 day share price return of 9.79%, a 30 day gain of 23.20% and a 90 day rise of 25.13%. The 1 year total shareholder return of 65.42% contrasts with a 5 year total shareholder return decline of 77.09%, suggesting...

Gilead Sciences (GILD) is back in focus after positive Phase 3 ASCENT-04 data for Trodelvy plus Keytruda in metastatic triple-negative breast cancer, alongside fresh product launches such as the HIV prevention drug Yeztugo. See our latest analysis for Gilead Sciences. The recent Phase 3 ASCENT-04 success and the launch of HIV prevention drug Yeztugo sit against a strong backdrop, with a 30 day share price return of 13.29% and a 1 year total shareholder return of 47.96% pointing to building...

Why Open Text’s CEO transition matters for shareholders Open Text (NasdaqGS:OTEX) has appointed Ayman Antoun as Chief Executive Officer and Board member, effective April 20, 2026. This marks a leadership change focused on enterprise information management and AI. See our latest analysis for Open Text. Despite the leadership announcement, recent share price momentum has been weak, with a 30 day share price return of a 20.06% decline and a 90 day share price return of a 31.21% decline. The 1...

If you are wondering whether RTX is still reasonably priced after a strong run, this article will walk through how its current share price compares with different ways of thinking about value. RTX recently closed at US$199.88, with returns of 1.8% over 7 days, 8.6% over 30 days, 6.7% year to date and 57.9% over the past year. These figures put recent share price moves front and center for any valuation discussion. Investors have been reacting to a steady flow of RTX headlines, including...

A senior executive at Employers Holdings (EIG) recently bought shares, and the stock has moved above a widely watched long term moving average. These developments are attracting fresh attention from investors tracking sentiment and trend signals. See our latest analysis for Employers Holdings. That insider purchase and move above a long term average comes after a 90 day share price return of 17.23% and a 5 year total shareholder return of 71.83%, suggesting momentum has picked up recently...

Amphenol (APH) reported a 49.1% year over year revenue increase in its fourth quarter and issued guidance for 43% to 45% sales growth next quarter, while recent acquisitions and AI related datacom demand drew close investor attention. See our latest analysis for Amphenol. Those results and the AI related datacom story have come after a volatile stretch for the stock, with a 9.82% 1 month share price return and a 7.06% year to date share price return sitting alongside a very large 5 year total...

MSCI (NYSE:MSCI) is consulting on reclassifying Greece from Emerging to Developed Market status and has warned that Indonesia could be moved from Emerging to Frontier Market due to investability issues. The company recently reported Q4 results, outlined progress on AI initiatives, announced a leadership transition, and extended its ETF index licensing agreement with BlackRock. These developments come at a time when index classifications and data driven tools are central to how large...

Rush Street Interactive stock overview Rush Street Interactive (RSI) has drawn investor attention after recent share price moves, with the stock last closing at US$17.78 and showing mixed return patterns over the month and over the past 3 months. See our latest analysis for Rush Street Interactive. The recent 6.15% 1 day share price return, alongside a 4.83% 90 day share price return but a 7.92% year to date share price decline, sits against a 24.34% 1 year total shareholder return and a very...

Insmed (INSM) is back in focus after the company flagged four upcoming presentations on its treprostinil palmitil inhalation powder program at the PVRI 2026 congress, along with fresh, favorable coverage from Barclays. See our latest analysis for Insmed. Insmed’s recent TPIP data spotlight at PVRI 2026 and fresh coverage attention arrive after a mixed price patch, with a 1 day share price return of 1.24% following a year to date share price return of a 10.90% decline, all set against a 1 year...