U.S. Logistics Stock News

In recent weeks, AppLovin has highlighted its expansion beyond mobile gaming into e-commerce advertising, including plans to roll out a self-service ad platform and AI-powered tools for smaller developers and merchants. An interesting angle is how AppLovin is pairing this push with heavy share repurchases, effectively using its high-margin cash generation to both broaden its advertiser base and shrink its share count. Next, we’ll explore how AppLovin’s move into self-service e-commerce...

Recent quarterly results put Arm Holdings (NasdaqGS:ARM) back in focus, with revenue tied to AI, data center, and premium silicon markets growing, while heavier R&D spending squeezed margins and left sentiment more mixed. See our latest analysis for Arm Holdings. At a share price of $115.75, Arm has had a mixed stretch, with a 30-day share price return of a 7.61% decline and a 1-year total shareholder return of a 4.63% loss. This suggests recent momentum has cooled even as AI related news...

Conference spotlight and recent business momentum Primoris Services (PRIM) is set to present at the 2026 Cantor Global Technology & Industrial Growth Conference in New York on March 10, giving investors fresh context on its recent business momentum. The company has reported very large average backlog growth of 108% over the past two years, alongside 40.4% annual earnings per share growth and a 6 percentage point improvement in free cash flow margin over five years. See our latest analysis for...

Ascendis Pharma A/S recently reported two-year data from its pivotal ApproaCH Trial, showing that once-weekly TransCon CNP (YUVIWEL) maintained consistent improvements in growth and body proportionality in children with achondroplasia, with a generally well-tolerated safety profile and strong trial retention. These longer-term results reinforce YUVIWEL’s clinical profile shortly after its U.S. approval for pediatric achondroplasia and ahead of a key European regulatory decision expected...

Why the leadership reshuffle at Playtika Holding (PLTK) matters for shareholders Playtika Holding (PLTK) is reshaping its senior ranks, with long serving President and CFO Craig Abrahams set to depart on April 1, 2026, and responsibilities shifting to existing insiders. Board chair Robert Antokol will add the President role. Senior finance leader Tae Lee will step in as acting CFO after several years overseeing corporate finance and investor relations. See our latest analysis for Playtika...

Mirion Technologies (MIR) has come under pressure after issuing 2026 adjusted EPS guidance below market expectations, with the latest move extending a share price slide of 7.3% and prompting fresh analyst reassessments. See our latest analysis for Mirion Technologies. The weak 1 day share price return of 6.74%, extending to a 22.61% share price decline over 90 days and a 21.57% negative year to date share price return, points to fading near term momentum. At the same time, the 1 year and 3...

Netskope (NTSK) is back in focus after launching its Netskope One AI Security suite, alongside fresh earnings results and new healthcare integrations that together highlight how it is positioning around enterprise AI security. See our latest analysis for Netskope. Despite the launch of Netskope One AI Security and new healthcare integrations, Netskope’s short term share price return has been mixed. The 7 day share price return is 20.75% and the 90 day share price return is 51.40%, which...

Why Customers Bancorp Is On Investors’ Radar Customers Bancorp (CUBI) has drawn attention after a period of weaker share performance. The stock has shown negative returns over the past week, month, and past 3 months, while still delivering a positive 1 year total return. See our latest analysis for Customers Bancorp. Recent trading has been soft, with a 30 day share price return showing an 11.01% decline and a year to date share price return showing a 13.13% decline, even though the 1 year...

EchoStar Corporation has released its full-year 2025 results, reporting revenue of US$15.00 billion, a net loss of US$14.50 billion, and basic and diluted losses per share from continuing operations of US$50.41, all widening significantly from the prior year. Alongside these weak financials, investor attention has shifted toward EchoStar’s move away from declining pay-TV operations toward wireless and MVNO services, and to the potential importance of its non-operating assets such as its...

PBF Energy (PBF) is back in focus after fourth quarter 2025 adjusted earnings per share of $0.66 came in well above expectations, alongside sizeable insider share sales that give investors fresh information to weigh. See our latest analysis for PBF Energy. The strong fourth quarter surprise, heavy insider selling and upcoming Piper Sandler conference appearance have all coincided with powerful momentum. This includes a 30 day share price return of 25.94% and a 1 year total shareholder return...

TG Therapeutics recently reported that a post hoc pooled analysis of the Phase 3 ULTIMATE I and II trials, published in Neurology and Therapy, showed BRIUMVI delivered statistically significant improvements over teriflunomide in relapse rates, MRI activity, and NEDA-3 outcomes for people with highly active relapsing multiple sclerosis over 96 weeks. This peer‑reviewed analysis of a high‑risk subgroup, with benefits emerging by Week 12 and maintained through nearly two years, may strengthen...

Microsoft (NasdaqGS:MSFT) has joined AMD, Broadcom, Meta, NVIDIA and OpenAI to form the Optical Compute Interconnect (OCI) Multi Source Agreement. The consortium aims to create open standards for optical based interconnects that support AI and cloud infrastructure at higher scale. The initiative focuses on addressing physical distance and energy constraints of copper connectivity for high performance compute clusters. Microsoft, trading around $395.55, sits in a different place than many...

The Trump administration previously issued an executive order under the Defense Production Act directing Sable Offshore to restart its long-idled Santa Ynez offshore unit and associated California pipelines, aiming to bolster fuel supplies during the conflict with Iran. This federal push, alongside ongoing court challenges and questions over permitting and safety, has turned Sable Offshore into a high-profile test case for how far Washington can go in overriding state-level environmental...

EverCommerce Inc. recently reported its fourth-quarter and full-year 2025 results, posting Q4 revenue of US$151.15 million and net income of US$6.04 million, while guiding 2026 revenue to a range of US$612.0 million to US$632.0 million. At the same time, the company accelerated its AI focus through initiatives such as the EverHealth Scribe launch and the ZyraTalk acquisition, aiming to deepen workflow integration across its core vertical platforms. We will now examine how EverCommerce’s...

If you are wondering whether UnitedHealth Group at around US$282 per share offers value today or just more volatility, the starting point is understanding how the current price stacks up against what the business may be worth. The stock has seen a 1.1% decline over the past week, a 3.8% decline over the past month, and is down 16.1% year to date, with a 41.9% decline over the last year and a 37.3% decline over three years. This is likely to have shifted how many investors view both its...

H2O America recently completed a follow-on equity offering of US$608.70 million, issuing 11,484,824 common shares at US$53 each with a US$1.7225 discount per share to help fund an acquisition. At the same time, Baird initiated coverage on H2O America with an Outperform rating, signaling increased institutional attention just as the company raises fresh capital for expansion. Next, we’ll explore how this sizable equity raise to fund an acquisition could reshape H2O America’s previously...

Willis Towers Watson (WTW) shares are in focus after the company expanded its GB Affinity technology ecosystem through a partnership with Qover, targeting embedded insurance solutions that are integrated directly into customer journeys across multiple sectors. See our latest analysis for Willis Towers Watson. Despite the Qover partnership putting the focus on Willis Towers Watson’s technology capabilities, the shares trade at US$289.54 after a 12.2% decline in the 3 month share price return,...

Exelon (EXC) is back in focus after recent commentary highlighted its Q4 2025 earnings beat, supported by higher electricity rates and stronger power demand, along with an extensive multi year capital spending plan. See our latest analysis for Exelon. Exelon’s recent Q4 2025 earnings beat and capital spending plan appear to be feeding into a positive trend, with a 90 day share price return of 13.85% and a 1 year total shareholder return of 16.23%. The 5 year total shareholder return of 94.67%...

InnovAge Holding (INNV) has just been upgraded to a higher Zacks rank, supported by rising earnings estimate revisions and a hammer chart pattern that points to improving sentiment and renewed attention on the stock. See our latest analysis for InnovAge Holding. At a share price of $8.39, InnovAge Holding has seen short term share price pressure, with a 7 day share price return of a 4.22% decline, alongside strong recent momentum reflected in a 90 day share price return of 51.17% and a 1 year...

VEON (VEON) shares reacted to fresh fourth quarter and full year 2025 results, where record digital revenue growth, higher group revenue and EBITDA, a new share buyback program, and 2026 guidance drew investor attention. See our latest analysis for VEON. VEON’s share price jumped 14.2% on the day of the results, even though the 30 day and year to date share price returns of 3.5% and 4% point to fading short term momentum. At the same time, the 3 year total shareholder return of about 215%...

Apollo Global Management has launched the CG Apollo Global Diversified Credit LTAF, a newly FCA‑authorized multi-sector private credit fund offering UK defined contribution schemes access to a diversified global credit portfolio in a semi-liquid format. This fund is the first sub-fund in Apollo’s broader Private Markets LTAF umbrella and extends its push to bring institutional-grade private market retirement solutions to defined contribution plans across the UK, US and Europe. We’ll now...

Allison Transmission Holdings: recent performance snapshot Allison Transmission Holdings (ALSN) has drawn attention after a recent pullback, with the stock showing a 4.2% decline over the past month even as the past 3 months remain positive. See our latest analysis for Allison Transmission Holdings. At a latest share price of US$112.82, Allison Transmission Holdings has cooled off in the past month but still sits on solid momentum, with a 14.3% 90 day share price return and very strong 3 and...

Wondering if Agree Realty at around US$79.20 is offering fair value or a potential bargain? This article focuses squarely on what the current price might imply about the stock. The share price shows mixed recent returns, with a 2.3% decline over the last 7 days, a 1.4% gain over 30 days, and returns of 9.8% year to date, 7.0% over 1 year, 31.6% over 3 years, and 48.2% over 5 years. These moves are set against ongoing interest in high quality real estate investment trusts, where income...

With no single headline event driving attention to Sealed Air (SEE), investors are instead looking at the packaging company’s fundamentals, including US$5,359.8m in revenue and US$441.2m in net income, to reassess the stock. See our latest analysis for Sealed Air. At a share price of US$41.84, Sealed Air’s short term share price returns have been fairly muted, while the 1 year total shareholder return of 41.67% points to stronger momentum over a longer horizon. If Sealed Air’s mix of...