U.S. Logistics Stock News

PHINIA: recent returns and earnings context PHINIA (PHIN) has attracted attention after a recent period of positive share price performance, with the stock showing gains over the past week, month and past 3 months alongside reported revenue and net income figures. See our latest analysis for PHINIA. At a latest share price of US$71.08, PHINIA has seen a firm build up in momentum, with a 33.16% 3 month share price return and a 44.23% 1 year total shareholder return. These figures point to...

To the annoyance of some shareholders, Doximity, Inc. ( NYSE:DOCS ) shares are down a considerable 27% in the last...

In early February 2026, JCapital Research released a critical report on Ondas Holdings, questioning its acquisition-driven business model, reliance on share issuance for funding, and aspects of management governance and financial sustainability. This scrutiny landed just as Ondas was expanding its defense-focused autonomous systems footprint through the planned acquisition of UK-based Rotron Aero and new government drone contracts. We’ll now explore how JCapital’s critique of Ondas’...

Federal Trade Commission reaches a settlement with Cigna Group’s Express Scripts unit, requiring major reforms to its pharmacy benefit management practices. Key changes include ending spread pricing, adopting cost plus reimbursement for independent pharmacies, increasing transparency on drug spending, and relocating its group purchasing organization to the U.S. The settlement carries implications for drug pricing, patient costs, and how pharmacy benefit managers operate across the U.S...

Coursera (NYSE:COUR) has entered into a merger agreement with Udemy, combining two major online learning platforms. The companies outlined expected annual cost synergies and product fit across their course catalogs and learner bases. Management also highlighted plans to use AI native products and data driven tools across the combined platform. Coursera is coming into this merger with a share price of $5.98 and a mixed recent track record, including a 22.3% decline over the past year and a...

What the SLAS2026 product launches mean for Revvity stock Revvity (RVTY) just used the SLAS2026 conference to roll out several new tools for high throughput drug discovery, including a high content screening system, a multimode plate reader, and an automated liquid handling workstation. For you as an investor, the focus is not the trade show itself, but what these launches say about how Revvity is trying to compete in automated, data heavy lab workflows that many pharma and biotech customers...

BioNTech (NasdaqGS:BNTX) has created a new Chief People Officer role. Kylie Jimenez has been appointed to the position, effective immediately. The move is tied to BioNTech’s goal of becoming a multi product oncology leader beyond its COVID 19 work. BioNTech, known widely for its COVID 19 vaccine partnership, is working to build a broader pipeline in oncology and other therapeutic areas. The new Chief People Officer role indicates that leadership views talent, organizational design, and...

If you are wondering whether ON Semiconductor's current share price reflects its true worth, this article will help you unpack what the numbers are saying about value. The stock last closed at US$63.10, with returns of 5.4% over 7 days, 2.0% over 30 days, 11.3% year to date, 23.1% over 1 year, a 24.7% decline over 3 years, and 52.9% over 5 years. Recent news coverage has focused on ON Semiconductor's role in key semiconductor end markets and how investors are weighing that against sector...

In recent days, Oklo has come under pressure as analyst reports and sector-wide weakness in uranium and nuclear-energy names raised questions about how higher nuclear fuel costs and easing geopolitical risk premiums could affect its advanced reactor business model. At the same time, the company still benefits from substantial U.S. government support and large-scale tech partnerships, creating an unusual mix of perceived opportunity and execution risk for a pre-revenue nuclear...

Proto Labs (PRLB) is back on investor radars after recent share price swings, prompting a closer look at how its digital manufacturing business, profitability, and recent returns fit into a broader portfolio. See our latest analysis for Proto Labs. Recent moves have been mixed, with a 1 day share price return of a 1.83% decline and a 90 day share price return of 7.12%, while the 1 year total shareholder return of 18.22% hints at improving momentum despite a weaker 5 year total shareholder...

Mettler-Toledo International Inc. recently reported its full-year 2025 results, with sales of US$4,026.40 million and net income of US$869.19 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. The company also issued 2026 guidance calling for local currency sales increases in both the first quarter and full year, giving investors a clearer view of expected near-term business trends. Next, we’ll examine how Mettler-Toledo’s outlook...

Recently, Raytheon, an RTX business, entered into a series of long-term framework agreements with the U.S. Department of Defense to significantly expand production of key munitions including Tomahawk, AMRAAM, SM-3 and SM-6 missiles, backed by investments in facilities, technology and workforce over periods of up to seven years. The scale and duration of these missile production agreements highlight how deeply embedded RTX has become in U.S. defense modernization and high-volume weapons...

Johnson & Johnson (NYSE:JNJ) released new real world evidence on ERLEADA for metastatic castration sensitive prostate cancer. The study reports a significant survival benefit and reduced risk of death compared with darolutamide. The analysis follows FDA aligned methodological standards and provides head to head, real world comparative data. For a company like Johnson & Johnson, whose pharmaceutical arm is a core part of its business, real world data like this can be as important as headline...

Natera has recently advanced three major programs: launching the EDEN study for a new non-invasive prenatal preeclampsia risk test, submitting an FDA premarket approval application for its Signatera CDx assay in muscle-invasive bladder cancer, and completing enrollment in a key Prospera Heart trial aiming to reduce invasive biopsies in transplant care. Together, these moves highlight how Natera is trying to extend its cell-free DNA technology across prenatal health, oncology, and transplant...

Credo Technology Group Holding (NasdaqGS:CRDO) introduced its Blue Heron 224G AI scale up retimer for extended cable and backplane use in AI infrastructure. The product targets longer reach connections between GPUs and switch ICs while aiming to maintain high signal integrity. The launch focuses on AI data center deployments that require flexible rack and system layouts for hyperscale workloads. Credo Technology, through its networking and connectivity portfolio, is positioning this launch...

Ubiquiti Inc. has reported past second-quarter and six-month results to December 31, 2025, with sales and net income higher than the prior year, and declared a US$0.80 per share cash dividend payable on February 23, 2026 to shareholders of record on February 17, 2026. The combination of stronger earnings per share from continuing operations and the continued cash dividend underscores Ubiquiti’s focus on returning capital while growing its business scale. With these stronger earnings figures...

Iridium Communications: Recent Returns and Business Profile Iridium Communications (IRDM) has been drawing attention after a mixed stretch in its share price, with a 1 day return showing a 1.9% decline, contrasted with positive moves over the month and the past 3 months. The company runs a global mobile satellite communications business from its headquarters in McLean, Virginia, serving commercial customers, governments, non governmental organizations, and consumers with voice, data,...

UDR Inc., an apartment-focused REIT, recently drew attention as Wall Street analysts issued positive expectations for its upcoming quarterly results, including modest year-over-year increases in earnings per share and revenues. The company’s Zacks Rank #2 (Buy) and anticipated outperformance versus the broader market highlight how analyst sentiment and interest-rate expectations are shaping perceptions of UDR’s income-focused appeal. We’ll now examine how this upbeat analyst outlook ahead of...

A surge in institutional buying of Uranium Energy (UEC) shares has coincided with the US government’s new Project Vault initiative, which focuses on securing domestic critical minerals and is drawing fresh attention to American uranium producers. See our latest analysis for Uranium Energy. Despite a 6.58% one day share price decline to US$15.04 and a 19.14% pullback over the past week, Uranium Energy still has a 23.28% 90 day share price return and a very large 5 year total shareholder...

If you have ever wondered whether Shake Shack's current share price reflects what you are actually getting as an investor, you are not alone. The stock recently closed at US$93.07, with returns of 5.7% over 7 days, 3.6% over 30 days, 11.5% year to date, 64.1% over 3 years, and a 19.2% decline over 1 year. Taken together, this gives a mixed picture of how the market has been reassessing it over different timeframes. Recent coverage has focused on Shake Shack as a branded fast casual player...

Wondering if Pool at around US$257 per share still lines up with its underlying business, or if the stock is now out of sync with its fundamentals. The share price has seen mixed returns, with a 0.8% move over the last 7 days, 7.6% over the last 30 days and 12.1% year to date. Over longer periods, the 1 year return sits at a 22.6% decline and the 3 and 5 year returns are 28.8% and 17.2% declines respectively. Recent coverage has focused on how Pool fits into broader consumer and housing...

Q3 results and AI platform upgrade put Globant (GLOB) in focus Globant (GLOB) is back on investors’ radar after Q3 2025 revenues came in slightly above the top end of guidance, alongside strong free cash flow and an October upgrade to its Enterprise AI platform. See our latest analysis for Globant. Despite the Q3 beat and the Enterprise AI 2.3 upgrade, Globant’s recent share price momentum has been weak, with a 30 day share price return of a 17.64% decline and a 1 year total shareholder...

Wondering if Delta Air Lines at around US$69.78 is offering you good value right now, or if most of the upside has already been priced in. The stock has delivered a 4.9% return over the last 7 days, a 3.4% decline over 30 days, is up 1.0% year to date, and has returned 4.0% over 1 year and 83.9% over 3 years, with a 67.9% return over 5 years providing useful longer term context. Recent price moves have come as investors continue to react to sector wide developments in aviation, including...

The New York Times (NYT) closed out FY 2025 with Q4 revenue of US$802.3 million and basic EPS of US$0.80, compared with US$719.5 million of revenue and EPS of US$0.75 in the prior year’s Q4, pointing attention squarely to how efficiently the business is turning its top line into profit. Over the past six quarters, the company has seen quarterly revenue move from US$633.6 million in Q3 2024 to US$694.1 million in Q3 2025 and then to US$802.3 million in Q4 2025, while basic EPS ranged from...