U.S. Logistics Stock News

Event context and recent performance Bright Horizons Family Solutions (BFAM) has been drawing attention after recent share price weakness, with the stock showing negative returns over the past week, month and past 3 months as investors reassess childcare and workplace services exposure. See our latest analysis for Bright Horizons Family Solutions. Zooming out, the recent 10.58% 1 month share price decline and 16.40% 3 month share price decline sit alongside a year to date share price return...

Comcast reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$32,310 million, full-year net income of US$19,998 million, a maintained annual dividend of US$1.32 per share, and continued share repurchases under its long-running buyback program. Behind the headline figures, pressure in the core broadband business was balanced by growth in wireless, Peacock streaming, and theme parks, while new technology launches like RealTime4K and leadership changes point to a...

Arrow Electronics stock: recent move and key fundamentals Arrow Electronics (ARW) has drawn closer investor attention after a recent share price move, prompting a closer look at how its current performance metrics and business profile line up for longer term holders. See our latest analysis for Arrow Electronics. At a share price of US$132.91, Arrow Electronics has seen firm near term momentum, with a 30 day share price return of 17.61% and a 1 year total shareholder return of 13.60%, while...

Earlier in January, the U.S. government issued a stop‑work order on AeroVironment’s BADGER phased array antenna contract for the Space Force’s SCAR program, triggering negotiations to convert the current arrangement into a firm-fixed-price agreement under revised requirements. This shift from a cost-plus to fixed-price structure introduces meaningful uncertainty around contract profitability and execution risk at the same time AeroVironment is expanding its defense technology portfolio...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

If you are wondering whether NorthWestern Energy Group at around US$67.63 still offers value, you are not alone; this article looks at what that price might imply. The stock has been relatively steady over the last week with a 0.1% decline, while its 30 day return of 4.5% and 1 year return of 30.7% have caught the eye of investors who follow utilities. Recent attention on NorthWestern Energy Group has focused on its role as a regulated utility and how that position fits into portfolios...

NVR (NVR) continues to trade actively after recent moves in its share price, with the stock closing at US$7,623.76. That puts fresh attention on how its returns and fundamentals currently line up. See our latest analysis for NVR. Zooming out, NVR’s recent pullback sits against a year-to-date share price return of 4.74% and a 1-year total shareholder return decline of 6.35%. The 3-year total shareholder return of 41.03% points to longer term momentum that has been stronger than the recent...

On January 2, CLSA began coverage of Atour Lifestyle Holdings Limited, highlighting its asset-light hotel model, differentiated guest offerings, and brand-focused retail operations as reasons it views the group as a premium alternative in China’s hospitality market. CLSA also pointed to Atour’s supply chain capabilities and retail monetization of its brand as important contributors to a more resilient profit profile during weaker hotel demand cycles. Next, we’ll examine how CLSA’s emphasis...

If you are wondering whether Block's current share price lines up with its underlying value, you are not alone. This article will walk you through what the numbers actually say. Block's share price closed at US$62.21, with returns of 4.4% decline over the past week, 5.1% decline over the past month, a 4.5% decline year to date, 33.1% decline over the past year, and 29.6% and 73.8% declines over the past 3 and 5 years respectively. These figures may catch the eye of investors weighing risk...

If you are wondering whether Cinemark Holdings at around US$23.23 is offering good value today, this article walks through what the current price might be implying about the business. The stock has seen mixed returns, with a 3.7% decline over the last 7 days, a roughly flat 0.1% move over 30 days, and a 1.3% decline year to date, set against an 18.5% decline over 1 year, gains of 83.0% over 3 years, and 16.5% over 5 years. Recent trading has put more attention on how the market is...

In late January 2026, Seagate Technology Holdings plc reported fiscal second-quarter results showing sales of US$2,825 million and net income of US$593 million, both higher than a year earlier, alongside guidance for fiscal third-quarter revenue of about US$2.90 billion and a maintained quarterly dividend of US$0.74 per share. Management highlighted exceptionally strong AI-driven data center demand, with nearline storage capacity reportedly booked through calendar 2026 and discussions...

M/I Homes (MHO) has just posted its FY 2025 numbers, with Q4 revenue of US$1.1b and basic EPS of US$2.44, alongside trailing twelve month revenue of US$4.4b and EPS of US$15.07. Over recent quarters, revenue has moved between US$976.1m and US$1.2b while quarterly basic EPS has ranged from US$2.44 to US$4.85, giving investors a clear read on how earnings are tracking through the cycle. With net margins now at 9.1% versus 12.5% last year, the latest release puts profitability trends, rather...

Earlier in January 2026, Astera Labs expanded its Scorpio X-Series roadmap and broader connectivity portfolio, adding higher radix options, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity in close collaboration with hyperscalers targeting the merchant scale-up switching market projected at US$20.00 billions by 2030. This push deepens Astera Labs’ role at the heart of AI data center connectivity, aiming to unify diverse accelerator, memory,...

If you are wondering whether Bank First's share price still offers value after a strong run, you are not alone. This article walks through what the current valuation may be telling you. Bank First's share price last closed at US$138.60, with returns of 2.0% over 7 days, 12.6% over 30 days, 14.9% year to date, 42.5% over 1 year, 83.8% over 3 years and 121.7% over 5 years. This naturally raises questions about how the market is pricing the stock today. Recent share price moves have been...

If you are wondering whether Ally Financial's current share price reflects its true worth, you are not alone. This article is here to focus squarely on that question. Over the past week the stock returned 2.3%, while the 30 day and year to date returns of 5.8% decline and 6.1% decline contrast with a 1 year return of 11.4%, a 3 year return of 34.6%, and a 5 year return of 19.6%. Recent coverage has centered on Ally Financial's role in consumer auto finance and digital banking, as investors...

Comcast (NasdaqGS:CMCSA) has completed the spin off of Versant Media Group, reshaping its media footprint. The company introduced RealTime4K for live sports streaming, aiming to upgrade the viewing experience around major events. Comcast also announced management changes and new investments intended to support broadband growth and its content offering. Comcast enters these changes with its share price at $29.24, and returns over the past 3 years and 5 years showing declines of 16.1% and...

Walt Disney (NYSE:DIS) announced plans to open Disneyland Abu Dhabi, its first theme park resort in the Middle East. The new resort marks an expansion of Disney's international park footprint beyond its existing locations in North America, Europe, and Asia. The project is expected to create a new regional hub for Disney entertainment, hospitality, and licensing activity. For investors watching NYSE:DIS, this move highlights how Disney continues to lean on its parks, experiences, and...

Ameriprise Financial reported its fourth-quarter 2025 results, with revenue rising to US$5,047 million while net income and earnings per share edged lower compared with a year earlier, and the board affirmed a quarterly dividend of US$1.60 per share payable on February 27, 2026. This combination of higher revenue but softer profitability, alongside a continued cash dividend, offers a nuanced view of how Ameriprise is balancing growth and shareholder returns. We’ll now examine how...

Amcor (NYSE:AMCR) has launched new recyclable and sustainable rigid and flexible packaging solutions for the de-icing industry. The offering targets customers in the de-icing sector that are looking to cut plastic waste and improve environmental performance. This move extends Amcor's packaging portfolio into a specialized industrial niche focused on winter and de-icing applications. For investors tracking NYSE:AMCR, this product launch comes with the stock at a share price of $43.89. Recent...

Robinhood Markets (NasdaqGS:HOOD) is seeking a dedicated retail investor allocation in the expected SpaceX IPO, aiming to give individual investors access to a high profile offering that is typically dominated by institutions. The company is also preparing product expansions into tokenized stocks and prediction markets, tying its platform more closely to blockchain based infrastructure and new forms of speculative trading. Robinhood Markets, trading around $101.24, has seen very large gains...

CF Industries Holdings (CF) has put low carbon fertilizer in focus after launching a pilot supply chain project with POET and several agriculture cooperatives, aimed at lowering the carbon intensity of corn and ethanol. See our latest analysis for CF Industries Holdings. Alongside the low carbon fertilizer pilot and the latest quarterly dividend of $0.50 per share, CF Industries Holdings has seen firm share price momentum, with a 30 day share price return of 22.23% and a 5 year total...

Huntington Bancshares (HBAN) has just raised US$1.75b through a mix of fixed to floating senior notes and fixed to fixed subordinated notes, shortly after reporting full year 2025 results and loan growth. See our latest analysis for Huntington Bancshares. At a share price of US$17.29, Huntington Bancshares has seen an 11.98% 90 day share price return and a 52.85% five year total shareholder return, suggesting positive long term momentum despite recent volatility around earnings, dividend...

Caterpillar has agreed to supply 2 gigawatts of fast response natural gas generators to the Monarch Compute Campus, aimed at powering AI focused data centers. The multi billion dollar alliance positions Caterpillar as a key provider of energy solutions tailored to hyperscale computing facilities. The project is designed to address rising power needs from AI workloads with flexible, quick start generation capacity. Caterpillar, trading on the NYSE as NYSE:CAT, is moving deeper into data...

Corning (NYSE:GLW) has entered a multi year supply agreement of up to $6 billion with Meta Platforms to provide advanced optical fiber and connectivity products. The products will support Meta's new AI data centers, with Corning expanding manufacturing capacity in North Carolina to meet demand. The deal adds a large technology customer relationship and includes U.S. investment and job creation tied to AI related infrastructure build out. For investors watching Corning, this agreement comes...