U.S. Logistics Stock News

MPLX (MPLX) has quietly outperformed much of the midstream space over the past year, and that kind of steady climb usually signals investors see more than just a generous payout. See our latest analysis for MPLX. At a share price of about $54.90, MPLX has logged a solid 12.9 percent year to date share price return, while its 24.4 percent one year total shareholder return suggests momentum is still building rather than fading. If MPLX's steady climb has you thinking about broader income and...

Xenia Hotels & Resorts recently completed a major share repurchase program, buying back 3,717,939 shares for US$48.91 million between July 1 and December 4, 2025, and in total retiring 28,230,533 shares for US$377.5 million since the program began in 2015. By shrinking its share count by over a quarter through this long-running buyback, the company has materially increased each remaining investor’s claim on future cash flows and earnings. We’ll now examine how completing this extensive...

Lennar Corporation reported its Q4 2025 results after the market close on December 16, 2025, following a prior quarter in which it missed analysts’ revenue and adjusted operating income estimates and saw revenue fall 6.4% year on year. Investor focus has intensified ahead of this latest release because Lennar has become the most shorted stock in the consumer discretionary sector, with very large short interest in its free float. We’ll now explore how elevated short interest heading into...

Growing investor interest in American Healthcare REIT American Healthcare REIT is getting more attention as investors search for steadier ideas in a choppy market, thanks to its diversified healthcare real estate portfolio and buzz around a potential public listing. See our latest analysis for American Healthcare REIT. That backdrop helps explain the mixed recent moves, with a 7 day share price return of minus 5.3 percent and a 90 day share price return of 11.6 percent. These feed into a...

Earlier in December 2025, Crinetics Pharmaceuticals began dosing patients in its first-in-human Phase 1/2 BRAVESST2 trial of CRN09682, a nonpeptide drug conjugate targeting SST2-positive neuroendocrine and other SST2-expressing solid tumors, while also advancing atumelnant into a Phase 3 trial for congenital adrenal hyperplasia with Orphan Drug Designation. This marks an important test of Crinetics’ proprietary NDC platform, which aims to combine targeted tumor delivery with simpler...

Chesapeake Utilities stock snapshot after recent pullback Chesapeake Utilities (CPK) has slipped about 6% over the past month, even as its year to date gain sits near 6%, inviting a closer look at whether the recent weakness creates opportunity. See our latest analysis for Chesapeake Utilities. That 5.8% 1 month share price pullback looks more like a breather within a still positive trend. The 90 day share price return is in the low single digits, and a solid 5 year total shareholder return...

Helmerich & Payne recently announced that long-time CEO and director John Lindsay will retire after the March 4, 2026 Annual Meeting, with President Raymond John “Trey” Adams set to assume the CEO role and join the Board, while Lindsay remains as senior advisor through December 2026 to support the transition. This planned leadership handover, following a tenure marked by FlexRig innovation, technology acquisitions and international expansion, raises important questions about how Adams will...

Earlier this month, Herc Holdings Inc. announced it had priced US$600 million of 5.750% senior unsecured notes due 2031 and US$600 million of 6.000% notes due 2034, planning to use the proceeds along with its ABL credit facility to redeem US$1.20 billion of 5.50% senior notes due 2027, while its board also declared a US$0.70 quarterly dividend payable on December 26, 2025. This combination of refinancing longer-dated debt while maintaining a regular cash dividend highlights management’s...

In recent weeks, JOYY Inc. was highlighted for offering an around 9% total shareholder yield through dividends and buybacks, while trading below its net cash position and reporting strong growth in non-live streaming segments such as BIGO Ads and e-commerce SaaS. An interesting angle is JOYY’s push into AI-driven AdTech and planned 2026 iOS expansion, which could further shift its revenue mix toward higher-margin, advertising-led and software-based businesses. We’ll now explore how JOYY’s...

IDEAYA Biosciences (IDYA) just hit a key clinical milestone, completing enrollment in its pivotal OptimUM-02 trial of darovasertib for metastatic uveal melanoma, with additional IND clearances quietly broadening the pipeline behind that lead asset. See our latest analysis for IDEAYA Biosciences. The clinical momentum around darovasertib and fresh IND wins has helped IDEAYA build a strong backdrop, with a roughly 36 percent 3 month share price return and a standout 5 year total shareholder...

In recent days, Dimerix announced that its ACTION3 Phase 3 trial of DMX-200 for focal segmental glomerulosclerosis completed recruitment and dosing of 286 adult patients, while Amicus Therapeutics drew fresh attention after new analyst coverage highlighted the company’s earnings potential. Together, the late-stage progress of DMX-200 and the wave of optimistic research coverage sharpen the focus on Amicus’s pipeline depth and prospects for earnings improvement. Now we’ll examine how this...

Fitch’s decision to affirm Omega Healthcare Investors (OHI) at a BBB minus rating with a Stable Outlook puts fresh focus on how this healthcare REIT is balancing sector challenges with improving fundamentals. See our latest analysis for Omega Healthcare Investors. The Fitch call lands after a solid run, with Omega’s share price up 17.61% year to date and its one year total shareholder return of 22.34% adding to a three year total shareholder return of 101.55%. This suggests momentum in the...

Johnson & Johnson (JNJ) just secured FDA approval for Akeega, a targeted combo therapy for BRCA2-mutated metastatic castration-sensitive prostate cancer, a niche where treatment options have been thin yet clinically important. See our latest analysis for Johnson & Johnson. The FDA greenlight for Akeega lands while Johnson & Johnson’s share price has climbed strongly, with a roughly 48.7% year to date share price return and a robust 1 year total shareholder return of about 53.4%. This signals...

EastGroup Properties (EGP) is back on investors radar after a string of upbeat analyst calls tied to improving tenant demand, a clear rebound in leasing, and a fresh at the market equity program supporting 2026 growth plans. See our latest analysis for EastGroup Properties. Those moves and a freshly affirmed dividend backdrop have helped the stock grind higher, with a roughly 10 percent 3 month share price return and a near 12 percent one year total shareholder return signaling momentum is...

In December 2025, GameStop Corp. reported third-quarter 2025 results showing sales of US$821 million, down from US$860.3 million a year earlier, while net income rose to US$77.1 million from US$17.4 million and diluted earnings per share increased to US$0.13 from US$0.04. Despite relatively flat sales over the first nine months of 2025 at US$2.53 billion, the company generated US$290.5 million in net income, highlighting how cost reductions and a growing collectibles segment are supporting...

On 11 December 2025, Niron Magnetics announced a collaboration with Moog Inc. to develop and test advanced actuator solutions for guided munitions using domestically produced Iron Nitride magnet technology that reduces reliance on rare earth materials. This partnership aligns Moog with the U.S. Department of Defense’s Acquisition Transformation Strategy by supporting supply chain diversification and resilience in critical aerospace and defense applications. We’ll now examine how Moog’s work...

Alnylam Pharmaceuticals recently reshaped its governance and capital structure, with two long-serving directors stepping down, a new independent director appointed, and a partial repurchase of US$34.4 million of its 1.00% convertible senior notes due 2027 at a total cost of US$51.9 million. The company’s upcoming inclusion in the Nasdaq 100 Index on December 22, alongside evolving board expertise and debt reduction, could broaden its investor base and refine its long-term growth profile in...

Earlier this month, Cognizant opened its India Artificial Intelligence Lab and a new Cognizant Moment Studio in Bengaluru as part of its US$1.00 billion, three-year generative AI investment, focusing on multi-agent systems, AI decisioning, responsible AI and immersive enterprise experiences. By pairing PhD-level research with design-focused experimentation and university partnerships, the new hub is intended to deepen Cognizant’s proprietary AI capabilities and strengthen its differentiation...

Earlier this month, Amgen announced that the FDA approved UPLIZNA (inebilizumab-cdon) for adults with generalized myasthenia gravis who are anti-AChR and anti-MuSK antibody positive, adding a third U.S. indication to the therapy’s label. The twice-yearly CD19-targeted B-cell therapy offers a differentiated option in a rare, autoimmune neuromuscular disease area where treatment choices have been relatively limited, reinforcing Amgen’s presence in specialized immunology. We’ll now examine how...

Earlier this month, Donaldson Company, Inc. reported first-quarter 2026 results, with sales rising to US$935.4 million and net income reaching US$113.9 million, alongside higher earnings per share from continuing operations. Management also raised full-year 2026 EPS guidance to a range of US$3.95 to US$4.11 and completed a US$511.63 million share repurchase program, signaling confidence in the business and capital return priorities. Now we’ll explore how Donaldson’s upgraded EPS guidance and...

Earlier this month, Ouster, Inc. appointed Phillip M. Eyler, a veteran automotive and industrial technology executive, to its Board of Directors and Compensation Committee, adding over 30 years of engineering, operations, and business leadership experience from roles at Harman International, Gentherm, Sensata Technologies, and Sleep Number. His mix of high-level operating experience and current board roles across hardware, software, and connected products could influence how Ouster shapes...

Signet Jewelers (SIG) has been drifting lower over the past month, and that pullback is starting to catch value oriented investors attention. The stock is still up solidly this year, which makes the recent weakness more interesting than alarming. See our latest analysis for Signet Jewelers. That recent 14 percent 1 month share price pullback, with the stock now around 86 dollars and 55 cents, looks more like a breather within an otherwise positive year to date share price return and strong 3...

Udemy (UDMY) just deepened its bet on AI driven upskilling by pairing a new microlearning experience with a fresh partnership with LG CNS that opens doors to hundreds of Korean enterprises and millions of professionals. See our latest analysis for Udemy. Those AI focused partnerships and product launches are landing against a tough backdrop, with Udemy’s share price return down sharply over the year and its three year total shareholder return still deeply negative. This suggests sentiment has...

SoundHound AI (SOUN) has quietly slid over the past month, even as its revenue keeps growing at roughly 31% a year and net losses narrow, prompting investors to reassess what they are really paying for. See our latest analysis for SoundHound AI. At $10.78, SoundHound AI’s weak recent share price returns, including a double digit year to date decline, suggest momentum has cooled for now, even though the three year total shareholder return remains extraordinary and keeps the long term growth...