U.S. Logistics Stock News

NasdaqGS:CARG
NasdaqGS:CARGInteractive Media and Services

CarGurus (CARG) Valuation Check After Recent Share Price Weakness And Longer Term Gains

CarGurus overview after recent share performance CarGurus (CARG) has drawn fresh attention after a recent stretch of weak share performance, including negative moves over the past month and past 3 months, prompting investors to reassess the online auto marketplace’s fundamentals. See our latest analysis for CarGurus. The recent 7 day share price return of 13.38% decline and 30 day share price return of 23.51% decline, alongside a 1 year total shareholder return of 26.89% decline but 3 year...
NYSE:RH
NYSE:RHSpecialty Retail

RH (NYSE:RH) Valuation Check After Growth Plans And New Experiential Concepts

RH (RH) has been back on investors’ radar after its latest quarterly update, which showed 9% year-over-year revenue growth, market share gains, and fresh expansion plans across galleries, design services, and experiential concepts such as RH Ocean Grill. See our latest analysis for RH. That update came on top of a 90 day share price return of 30.77% and a 1 day move of 3.68% to US$206.70, although the 1 year total shareholder return of 50.16% decline shows recent momentum follows a much...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Does WuXi Trispecific T-cell Engager Deal Reshape the Bull Case for Vertex Pharmaceuticals (VRTX)?

In early February 2026, WuXi Biologics announced a license and research service agreement granting Vertex Pharmaceuticals exclusive global rights to develop and commercialize a preclinical trispecific T-cell Engager targeting B-cell mediated autoimmune diseases, with WuXi earning upfront, milestone, royalty, and R&D service revenues. This collaboration extends Vertex’s reach beyond cystic fibrosis into autoimmune therapies, highlighting its interest in next-generation immune-engaging...
NYSE:MAA
NYSE:MAAResidential REITs

Mid-America Apartment Communities Settlement Puts Revenue Software Practices In Focus

Mid-America Apartment Communities (NYSE: MAA) has agreed to a $53 million settlement to resolve a class action lawsuit related to its business practices. The agreement, which includes both financial and operational commitments, remains subject to court approval. The settlement covers MAA's use of revenue management software and may change if class member opt outs reach a high level. MAA is a large owner and operator of multifamily rental properties, so legal outcomes tied to its leasing and...
NYSE:NNN
NYSE:NNNRetail REITs

Should Deutsche Bank’s Upgrade Highlight NNN REIT’s (NNN) Diversification as a Core Risk-Management Edge?

Deutsche Bank recently upgraded NNN REIT, Inc. to Buy from Hold as part of its 2026 outlook, citing the REIT’s focus on long-term, triple-net retail and service-oriented leases across a widely diversified U.S. portfolio. The bank’s commentary emphasized NNN REIT’s broad tenant and geographic diversification as a key feature intended to help limit property-specific risk within a softer sector backdrop. Next, we’ll examine how this emphasis on long-term, triple-net retail exposure could shape...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Expedia Expands Affirm Deal And Bets On Ken To Lift Bookings

Expedia Group (NasdaqGS:EXPE) has expanded its multi year partnership with Affirm, naming Affirm the exclusive Buy Now, Pay Later provider for Expedia's leading US brands. The company plans to roll out Affirm powered payment options to customers in Canada as part of the agreement. Expedia has launched a Super Bowl advertising campaign with Mattel, featuring Ken as its new brand ambassador. The campaign signals a fresh push on brand promotion alongside changes in how travelers can pay for...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Grab Expands Into Autonomous Infrastructure With Exclusive Hesai Lidar Deal

Grab Holdings (NasdaqGS:GRAB) has partnered with China based Hesai Technology to distribute lidar products in Southeast Asia. Under the partnership, Grab becomes the exclusive distributor of Hesai’s lidar sensors across the region. The agreement focuses on supporting autonomous systems, robotics, and mapping applications for commercial customers. For investors watching NasdaqGS:GRAB, this move extends Grab’s activities beyond ride hailing and food delivery into the hardware layer of...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Assessing Meta Platforms (META) Valuation After Recent Share Performance Cools And AI Growth Narrative Builds

Context for Meta Platforms after recent trading With no single headline event driving attention, Meta Platforms (META) is drawing interest as investors weigh its recent share price moves, current valuation signals, and the scale of its social and AI driven business. See our latest analysis for Meta Platforms. At a share price of US$668.99, Meta Platforms has given investors a 90 day share price return of 8.09%, while the 1 year total shareholder return of 4.79% decline contrasts with a very...
NYSE:RBLX
NYSE:RBLXEntertainment

Is There Now An Opportunity In Roblox (RBLX) After Recent Share Price Declines?

If you are wondering whether Roblox at around US$63 is a fair price or an opportunity, the key question is what you are really paying for in terms of future cash flows and growth expectations. The stock is currently around US$63.07 after a 16.2% decline over the last week, a 22.2% decline over the past month, and a 22.1% decline year to date, although the 3 year return sits at 68.1%. Recent attention on Roblox has focused on its position in online gaming and virtual experiences, along with...
NYSE:M
NYSE:MMultiline Retail

Macy’s Owasso Closure Reshapes Fulfillment Footprint And Investor Story

Macy’s plans to close its Owasso, Oklahoma fulfillment center as part of a supply chain modernization and network consolidation effort. The closure affects a large facility and impacts almost 1,000 employees, marking a meaningful change in the company’s logistics footprint. The move is framed as an adjustment to changing consumer demand and evolving logistics needs across Macy’s network. Macy’s, traded as NYSE:M, is reshaping its operations while its shares trade around $21.71. The stock...
NYSE:SPGI
NYSE:SPGICapital Markets

Is S&P Global's (SPGI) Mobility Spin-Off Reframing Its Core Data Advantage In Economic Benchmarking?

S&P Global recently outlined plans to separate its Mobility business as a standalone public company called Mobility Global, while its latest US and Canada manufacturing PMIs signaled an expansion in factory activity and improved sentiment. Together, the planned Mobility Global spin-off and the firm’s PMI readings underscore S&P Global’s central role in both mobility intelligence and real‑time economic benchmarking. We’ll now examine how the planned Mobility Global spin-off reshapes S&P...
NYSE:RNST
NYSE:RNSTBanks

Renasant Merger Integration Highlights Cost Cuts And Core Profitability Focus

Renasant (NYSE:RNST) reported strong fourth quarter performance following the completion of its largest merger to date. The company finished integrating The First and highlighted significant cost reduction efforts, including workforce changes and efficiency measures. Management pointed to improved core profitability as a key outcome of the merger and recent operational adjustments. For investors watching Renasant at a share price of $40.72, the latest quarter provides fresh numbers behind...
NYSE:UAN
NYSE:UANChemicals

A Look At CVR Partners (UAN) Valuation As New Profit And Loss Guidance Reshapes Expectations

Q4 loss guidance and full year profit outlook CVR Partners (UAN) issued fresh guidance that pairs an estimated fourth quarter net loss of US$14 million to US$7 million with full year 2025 net income of US$95 million to US$102 million. See our latest analysis for CVR Partners. Guidance for a fourth quarter loss alongside full year profit comes as CVR Partners’ share price sits at US$103.48, with a 1-year total shareholder return of 45.66% and a very large 5-year total shareholder return. This...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Should Pool’s Early Revenue Rebound and Baird Upgrade Require Action From Pool (POOL) Investors?

In January, Baird upgraded Pool Corporation from Neutral to Outperform, citing improving conditions in the pool market and expectations for the business to stabilize after a multi-year downturn. At the same time, Pool’s first revenue increase in nine quarters and two straight quarters of positive growth point to a cyclical recovery supported by a solid balance sheet and potential housing policy reforms. We’ll now examine how Pool’s early signs of revenue recovery reshape its investment...
NYSE:AER
NYSE:AERTrade Distributors

How Investors May Respond To AerCap Holdings (AER) Insurance Recoveries And Resilient Aircraft Leasing Performance

AerCap Holdings, the world’s largest aircraft lessor, has in recent years recovered about US$2.90 billion of insurance claims on aircraft stranded in Russia and Ukraine, while continuing to report strong aircraft sales and high re-leasing yields across its fleet. This combination of significant insurance recovery and robust leasing activity underlines how AerCap’s scale and asset base can help absorb geopolitical shocks in global aviation. We’ll now examine how AerCap’s recovery of insurance...
NYSE:EGP
NYSE:EGPIndustrial REITs

Will EastGroup’s Strong 2025 Results and Upbeat Guidance Change EastGroup Properties' (EGP) Narrative

EastGroup Properties, Inc. recently reported full-year 2025 results, with sales of US$719.42 million, revenue of US$721.34 million, and net income of US$257.40 million, all higher than the prior year. The company also delivered fourth-quarter funds from operations and revenue above analyst expectations and issued fresh guidance for the current quarter and full year, underscoring management’s confidence in its operating performance. We’ll now examine how EastGroup’s better-than-expected funds...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes Expands LNG And Low Carbon Projects In Energy Transition

Baker Hughes (NasdaqGS:BKR) has entered a non exclusive partnership with Tecnimont/Maire to work on modular, scalable LNG projects worldwide. The company has signed multi year technology supply and equity agreements with Hydrostor focused on energy storage solutions. Baker Hughes has also received awards to supply technology for a major low carbon ammonia plant. Baker Hughes, a global energy technology company, is deepening its role in energy transition projects as LNG, long duration...