U.S. Logistics Stock News

NasdaqGS:XMTR
NasdaqGS:XMTRTrade Distributors

Xometry (XMTR) Narrowing Losses In Q4 2025 Tests Bullish Profitability Narrative

Xometry (XMTR) has wrapped up FY 2025 with Q4 revenue of US$192.4 million and a basic EPS loss of US$0.17, alongside net income excluding extra items of a US$8.6 million loss. The company has seen revenue move from US$148.5 million in Q4 2024 to US$192.4 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$0.20 to a loss of US$0.17. This sets up a results season in which investors will focus squarely on how quickly margins can tighten toward profitability. See our full...
NYSE:WFC
NYSE:WFCBanks

Is Wells Fargo (WFC) Still Attractive After Recent Share Price Weakness And Regulatory Scrutiny

If you are wondering whether Wells Fargo's current share price offers good value or carries hidden risks, you are in the right place for a clear, valuation centered look at the stock. The share price recently closed at US$84.57, with returns of a 3.2% decline over 7 days, a 2.7% decline over 30 days, an 11.2% decline year to date, a 13.7% gain over 1 year, and a very large gain over 5 years. Recent headlines around large US banks and regulatory scrutiny have kept sentiment in focus, while...
NYSE:WLKP
NYSE:WLKPChemicals

Westlake Chemical Partners (WLKP) Net Margin Compression Tests Income-Focused Bullish Narratives

Westlake Chemical Partners (WLKP) has wrapped up FY 2025 with Q4 revenue of US$323.0 million and EPS of US$0.41, with trailing twelve month revenue at US$1.2 billion and EPS of US$1.38 framing the latest numbers. The company has seen quarterly revenue range from US$237.6 million to US$323.0 million over the year while EPS moved from US$0.14 in Q1 2025 to around US$0.41 in each of the last three quarters, setting up a picture where net margin compression and softer earnings trends are key...
NYSE:NOW
NYSE:NOWSoftware

Did AI Partnerships and Insider Buying Just Shift ServiceNow's (NOW) Investment Narrative?

In recent weeks, ServiceNow has advanced its enterprise AI agenda through new partnerships with Tata Consultancy Services and Kearney, an announced acquisition of Pyramid Analytics, and upcoming participation in Bernstein’s “What’s Next in Tech?” forum, while also appointing Danielle Fontaine as Chief Accounting Officer and Corporate Controller. These moves, combined with CEO William McDermott’s US$3,000,000 open‑market share purchase and halted insider stock sales, highlight management’s...
NYSE:AME
NYSE:AMEElectrical

A Look At AMETEK (AME) Valuation After A 10% Dividend Increase

AMETEK (AME) has approved a 10% increase in its quarterly cash dividend, lifting the payout to US$0.34 per share and raising the indicated annual rate to US$1.36 per share. See our latest analysis for AMETEK. At a share price of US$236.84, AMETEK has seen a 20.66% 90 day share price return and a 27.54% 1 year total shareholder return. The latest dividend hike appears to reinforce recent momentum and investor confidence in its cash generation. If this dividend move has you thinking about where...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Holding (WAY) Valuation After 2025 Earnings Turnaround And 2026 Revenue Guidance

Waystar Holding (WAY) shares are in focus after the company reported its fourth quarter and full year 2025 results alongside fresh 2026 revenue guidance, giving investors new data on profitability and top line expectations. See our latest analysis for Waystar Holding. At a share price of US$25.23, Waystar Holding has seen a 3.61% 1 day share price return and a 3.78% 7 day share price return. However, the 30 day share price return of 15.84% and 90 day share price return of 31.88% point to...
NYSE:RSG
NYSE:RSGCommercial Services

Assessing Republic Services (RSG) Valuation After 2025 Results Guidance And US$1b Acquisition Plans

Republic Services (RSG) has drawn fresh attention after releasing fourth quarter and full year 2025 results along with 2026 guidance, steady earnings, a sizeable acquisition pipeline, and updates on capital returns. See our latest analysis for Republic Services. At a share price of $220.74, Republic Services has seen a 5.01% year to date share price return. The 3 year total shareholder return of 77.44% and 5 year total shareholder return of 157.21% point to longer term momentum that contrasts...
NYSE:WM
NYSE:WMCommercial Services

Waste Management AI Recycling Facility Raises New Questions For Growth Story

Waste Management opened a new recycling facility in Pembroke Pines featuring advanced automation and artificial intelligence. The facility is designed to expand recycling capacity, cut contamination, and handle materials that have been harder to process. For investors tracking Waste Management, NYSE:WM, the Pembroke Pines launch adds context to a stock that has seen a 60.6% return over 3 years and 117.2% over 5 years, with shares recently trading at $229.58. The move aligns with the...
NasdaqGS:VLY
NasdaqGS:VLYBanks

How Valley National Bancorp’s New 25 Million Share Buyback (VLY) Has Changed Its Investment Story

Earlier in 2026, Valley National Bancorp’s board approved a new stock repurchase program authorizing the buyback of up to 25 million common shares between April 27, 2026 and April 27, 2028, with flexibility to use open-market purchases and Rule 10b5-1 plans and the option to suspend or discontinue the program at any time. This sizable authorization highlights management’s willingness to return capital to shareholders and adjust the company’s capital structure, which can influence per-share...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Does Adding AI Veteran Victor Peng To The Board Change The Bull Case For Rambus (RMBS)?

Rambus Inc. recently appointed Victor Peng, a 65-year-old semiconductor veteran with more than 40 years of leadership experience at AMD and Xilinx, to its Board of Directors effective 12 February 2026. Peng’s deep background in data center, AI, and high-performance silicon, plus his current board roles at KLA and Microchip, could meaningfully influence how Rambus pursues its memory-interface and IP growth ambitions. Next, we’ll examine how bringing former AMD and Xilinx leader Victor Peng...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Assessing Nova (NasdaqGS: NVMI) Valuation After Record Results Guidance And An Institutional Stake Trim

Why Nova’s latest earnings and guidance matter for shareholders Nova (NasdaqGS: NVMI) is back in focus after reporting record fourth quarter and full year 2025 results, paired with fresh first quarter 2026 guidance that outlines management’s current expectations on revenue and earnings. For the fourth quarter, Nova reported revenue of US$222.62 million and net income of US$64.69 million. Diluted earnings per share from continuing operations came in at US$1.94, based on the company’s stated...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Micron Rides Record HBM Demand And US$200b AI Expansion Plans

Micron Technology is seeing record demand for high bandwidth memory products and has sold out its 2026 production capacity. The company plans to invest at least $200b in new U.S. manufacturing facilities, supported by significant government subsidies. Micron is prioritizing higher margin AI and enterprise memory over lower margin consumer segments. Micron Technology, NasdaqGS:MU, is increasingly tied to the build out of AI infrastructure as high bandwidth memory becomes a critical component...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Apellis Pharmaceuticals (APLS) Profitability Shift Tests Bullish Narratives After Q4 Loss

Apellis Pharmaceuticals (APLS) capped FY 2025 with Q4 revenue of US$199.9 million and basic EPS of US$0.47 loss, alongside a net loss of US$59.0 million. On a trailing twelve month basis, the company booked revenue of US$1.0 billion and basic EPS of US$0.18 profit. Over the past year, revenue has moved from US$781.4 million to US$1.0 billion on a trailing basis, with EPS shifting from a loss of US$1.60 to a profit of US$0.18. This sets up a story where investors may weigh sustained revenue...
NYSE:HVT
NYSE:HVTSpecialty Retail

Haverty Furniture Companies Q4 EPS Beat Challenges Long Term Earnings Decline Narrative

Haverty Furniture Companies posts steady FY 2025 finish with higher Q4 earnings Haverty Furniture Companies (HVT) has wrapped up FY 2025 with Q4 revenue of US$201.9 million and basic EPS of US$0.52, alongside net income of US$8.5 million, setting a clear marker for how the year closed. The company has seen quarterly revenue move from US$175.9 million in Q3 FY 2024 to US$201.9 million in Q4 FY 2025, while basic EPS shifted from US$0.30 to US$0.52 over the same stretch, giving investors a...
NasdaqGS:HSTM
NasdaqGS:HSTMHealthcare Services

HealthStream (HSTM) Margin Compression Challenges Bullish Earnings Growth Narrative

HealthStream (HSTM) closed out FY 2025 with Q4 revenue of US$79.7 million and basic EPS of US$0.09, alongside trailing 12 month revenue of US$304.1 million and EPS of US$0.61 that frame the latest quarter in a broader earnings context. Over recent periods, the company has seen revenue move from US$291.6 million on a trailing basis after Q4 2024 to US$304.1 million after Q4 2025, while trailing EPS shifted from US$0.66 to US$0.61, setting up a picture where earnings forecasts and valuation...
NYSE:KVYO
NYSE:KVYOSoftware

Is Klaviyo (KVYO) Now Attractively Priced After A 1-Year Share Price Slump

If you are wondering whether Klaviyo’s current share price reflects its true worth, you are not alone. Many investors are trying to work out what a fair value looks like for this stock. The share price closed at US$16.71, with returns of a 6.0% decline over 7 days, a 34.8% decline over 30 days, a 43.0% decline year to date and a 58.8% decline over 1 year. This naturally raises questions about how the market is now thinking about its growth potential and risk. Recent news coverage has focused...
NYSE:FTI
NYSE:FTIEnergy Services

Is It Too Late To Consider TechnipFMC (FTI) After A 136% One-Year Surge?

If you are wondering whether TechnipFMC is still reasonably priced after a strong run, this article will walk through what the current share price might be implying about its value. The stock last closed at US$65.40, with returns of 6.7% over 7 days, 20.5% over 30 days, 38.2% year to date, 136.2% over 1 year, 335.8% over 3 years and a very large gain over 5 years that is close to 7x. These moves have put TechnipFMC firmly on many investors' radars, and recent coverage has focused on how its...
NYSE:BORR
NYSE:BORREnergy Services

Borr Drilling Fleet Expansion Raises Questions On Earnings And Debt Risk

Borr Drilling (NYSE:BORR) expanded its fleet by acquiring five premium jackup rigs from Noble. The transaction marks a significant fleet and capacity increase for the offshore drilling contractor. Borr Drilling focuses on modern jackup rigs used for shallow water oil and gas drilling, a segment that has drawn fresh interest as offshore activity trends higher from prior lows. Adding five premium units directly affects how much work the company can take on at any given time and the mix of...
NYSEAM:CET
NYSEAM:CETCapital Markets

Central Securities (CET) One Off Gain Skews Earnings And Tests Bullish Narratives

Central Securities FY 2025 headline numbers Central Securities (CET) has put fresh numbers on the board for FY 2025, with first half revenue of US$17.1 million and basic EPS of US$3.61 setting the tone for the year. The company has seen revenue move from US$13.7 million in 1H FY 2024 to US$17.1 million in 1H FY 2025, while basic EPS shifted from US$6.28 to US$3.61 over the same periods. This gives investors a clear read on how the top and bottom lines are tracking into the new fiscal year...
NYSE:BMI
NYSE:BMIElectronic

Badger Meter (BMI) Valuation Check After Expanded Buyback And Dividend Affirmation

Dividend affirmation and expanded buyback plan Badger Meter (BMI) drew fresh attention on February 13, 2026, after its board affirmed a regular quarterly dividend of $0.40 per share and increased its equity buyback authorization to $150 million. See our latest analysis for Badger Meter. At a share price of $158.34, Badger Meter has a 90 day share price return of a 10.5% decline and a 1 year total shareholder return of a 23.14% decline, set against 32.69% and 57.51% gains over three and five...
NasdaqGS:ERIE
NasdaqGS:ERIEInsurance

Erie Indemnity (ERIE) Margin Compression Challenges Long Term Earnings Growth Narrative

Erie Indemnity (ERIE) closed out FY 2025 with fourth quarter revenue of US$951.0 million and basic EPS of US$1.21, while trailing twelve month revenue stood at about US$4.1 billion and EPS at US$10.70. Together, these figures set the scene for a year in which margins and earnings quality will be front of mind for investors. The company has seen quarterly revenue move from US$924.1 million and EPS of US$3.29 in Q4 2024 to US$951.0 million and EPS of US$1.21 in Q4 2025. Those shifts, alongside...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Is Seaport’s Upgrade And CEO Outreach Reframing How Investors See Fox’s TV To Digital Mix (FOXA)?

Seaport Research recently upgraded Fox Corporation to a Buy rating from Neutral, citing a previous pullback in the stock as overdone and reassessing the company’s outlook. Separately, Fox announced that Executive Chair and CEO Lachlan Murdoch participated in the Morgan Stanley Technology, Media & Telecom Conference, underscoring the company’s engagement with technology and media investors. Next, we’ll examine how Seaport Research’s upgrade might influence Fox’s investment narrative,...
NYSE:KEY
NYSE:KEYBanks

Potential First Citizens Interest Puts KeyCorp Valuation And Prospects In Focus

First Citizens BancShares is reported to be exploring acquisition options that include KeyCorp. Any potential deal would involve NYSE:KEY, a regional bank with a recent share price of about $21.0. Any move toward a transaction could reshape KeyCorp's future direction and its role among regional banks. For investors watching NYSE:KEY, the stock has seen a 32.0% return over the past year and 34.1% over three years, with a recent pullback of 3.2% over the past week. At a current share price of...