U.S. Logistics Stock News

NYSE:LH
NYSE:LHHealthcare

Labcorp’s Expanded Receivables Facility: What Does LH’s Liquidity Move Signal About Its Capital Strategy?

Labcorp Holdings recently executed a second amendment to its receivables purchase agreement, extending the facility’s termination date to January 26, 2029 and adding an accordion feature that can lift its size from US$700 million to US$825 million. This extension and potential expansion of receivables financing gives Labcorp additional liquidity flexibility while keeping the structure separate from traditional on-balance-sheet borrowing. With this expanded receivables facility enhancing...
NYSE:EFC
NYSE:EFCMortgage REITs

A Look At Ellington Financial (EFC) Valuation After Its Follow On Stock Offering And Book Value Update

Ellington Financial (EFC) has drawn fresh attention after completing a US$118.46 million follow on common stock offering and releasing an updated estimated book value per share alongside ongoing monthly dividend payments. See our latest analysis for Ellington Financial. At a share price of US$12.66, Ellington Financial has seen a 1 day share price return of a 1.48% decline and a 7 day share price return of an 8.66% decline. However, its 1 year total shareholder return of 13.75% and 5 year...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Is Palomar Holdings (PLMR) Still Attractively Priced After Recent Pullback in Specialty Insurance?

If you are wondering whether Palomar Holdings at around US$124 per share still offers value, this article walks through what the current price might be implying. The stock has eased back recently, with a 2.2% decline over the last week and a 5.8% decline over the last month. However, the 1 year return sits at 16.1% and the 3 year return is very large at about 7x. Recent coverage around Palomar has focused on the company's position in specialty insurance and how investors are reacting to...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Lam Research CEA Leti AI Chip Pact And What It Means For Valuation

Lam Research (NasdaqGS:LRCX) announced a multi year collaboration with CEA Leti to accelerate next generation specialty device technologies for AI and high performance computing. The partnership focuses on advanced fabrication processes and novel materials for applications in AI, photonics, MEMS, and quantum technologies. The alliance combines Lam’s etch and deposition capabilities with CEA Leti’s research expertise to address manufacturing challenges in future chip architectures. For you...
NasdaqGM:AQST
NasdaqGM:AQSTPharmaceuticals

Assessing Aquestive Therapeutics (AQST) Valuation After The FDA Complete Response Letter For Anaphylm

Why the FDA’s Complete Response Letter Matters for Aquestive Aquestive Therapeutics (AQST) has drawn fresh attention after the FDA issued a Complete Response Letter for its Anaphylm epinephrine sublingual film, prompting the company to schedule a special call to discuss the regulatory feedback. See our latest analysis for Aquestive Therapeutics. The FDA letter appears to have been the catalyst for a sharp shift in sentiment, with a 1 day share price return of 38.98% and a 7 day share price...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Assessing Lamar Advertising (LAMR) Valuation After Recent Steady Share Price Momentum

Why Lamar Advertising (LAMR) is on investors’ radar Lamar Advertising (LAMR) has been drawing attention after recent share price moves, with the stock up around 3% over the past month and about 7% across the past 3 months. See our latest analysis for Lamar Advertising. Zooming out, Lamar Advertising’s recent 1 month share price return of 2.96% and 3 month share price return of 6.85% sit alongside a 1 year total shareholder return of 7.89%. Together, these figures point to steady but measured...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Does Taylor Frigon’s Full Exit Amid Cash Flow Strain Change The Bull Case For Cogent (CCOI)?

In the fourth quarter of 2025, Taylor Frigon Capital Management fully exited its position in Cogent Communications Holdings, selling 73,271 shares amid persistent questions about the company’s ability to turn growth into sustainable free cash flow. At the same time, Cogent’s upcoming February 20, 2026 earnings call takes on added importance as investors weigh thin operating cash flow against areas of operational progress such as wavelength revenue and EBITDA margin trends. We’ll now examine...
NYSE:WWW
NYSE:WWWLuxury

Undervalued Small Caps With Insider Activity In February 2026

As February 2026 unfolds, the U.S. stock market is experiencing a surge with major indices like the Dow Jones and S&P 500 starting the month on a high note, driven by positive economic indicators such as expanding factory activity and new trade agreements. In this dynamic environment, small-cap stocks present intriguing opportunities for investors seeking value; particularly those that show signs of insider activity which can often indicate confidence in their future prospects amidst broader...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Energy Transition Update - CIP Expands with Ørsted's European Onshore Business Acquisition

Copenhagen Infrastructure Partners (CIP), through its flagship fund, Copenhagen Infrastructure V (CI V), has agreed to acquire Ørsted’s European onshore business, marking a significant expansion in the renewable energy sector. This acquisition, which includes over 800 MW in operation and under construction, along with a multi‑gigawatt development pipeline in Ireland, the UK, Germany, and Spain, adds to CIP’s diverse portfolio, enhancing its capability to expedite renewable energy projects...
NYSE:FN
NYSE:FNElectronic

High Growth Tech Stocks to Watch in the US Market

As the U.S. stock market kicks off February with a strong performance, highlighted by the Dow Jones Industrial Average's 515-point surge and the S&P 500 nearing record highs, investor sentiment appears cautiously optimistic amid geopolitical developments and economic indicators like improved manufacturing activity. In this environment, high-growth tech stocks are particularly intriguing as they often thrive on innovation and adaptability, making them worth watching for their potential to...
NYSE:COF
NYSE:COFConsumer Finance

February 2026's Value Picks: Stocks Priced Below Estimated Worth

As February 2026 begins, U.S. stock markets have shown strong momentum with major indices like the Dow Jones Industrial Average and S&P 500 experiencing significant gains, despite recent economic uncertainties such as a government shutdown delaying key data releases. In this climate of market optimism and volatility, identifying undervalued stocks can be crucial for investors seeking opportunities to capitalize on potential growth; understanding intrinsic value versus market price becomes...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Merchants Bancorp And 2 Other Growth Stocks Insiders Are Banking On

As the U.S. stock market kicks off February with a robust start, highlighted by the Dow Jones Industrial Average's 515-point surge and the S&P 500 nearing record highs, investors are keenly observing growth companies with significant insider ownership. In this dynamic environment, stocks like Merchants Bancorp that demonstrate strong insider confidence can be particularly appealing to investors looking for potential growth opportunities amidst favorable market conditions.
NYSE:EGY
NYSE:EGYOil and Gas

Resources Connection And 2 Other Penny Stocks To Consider For Your Portfolio

As February begins, major U.S. stock indexes have shown strength, with the Dow Jones Industrial Average adding 515 points and the S&P 500 nearing record highs. In such a robust market environment, investors often seek opportunities that combine potential growth with value—a space where penny stocks can play a significant role. Although the term "penny stocks" might seem outdated, these smaller or newer companies can offer unique investment opportunities when supported by strong financials and...