U.S. Logistics Stock News

An unusual mix of headlines has suddenly put EOG Resources (EOG) back on many watchlists, with an Ohio well pad explosion, fresh board and financing moves, and 2026 growth plans all converging. See our latest analysis for EOG Resources. The Ohio incident, bigger credit facility, and fresh board appointment are all landing while EOG’s share price has slid to recent lows, with a roughly 18 percent year to date share price decline but a five year total shareholder return still strongly positive...

In December 2025, GlobalFoundries announced a new collaboration with onsemi to co-develop and manufacture next-generation 650V gallium nitride power devices for high-demand applications such as AI data centers, electric vehicles, renewable energy, and industrial systems, with customer sampling targeted for the first half of 2026 and rapid scaling to volume production thereafter. A separate extension of onsemi’s long-running engagement with FORVIA HELLA, centered on PowerTrench T10 MOSFET...

Wells Fargo just kicked off coverage of United Airlines Holdings (UAL) with a positive stance on the whole airline sector, spotlighting United as its top pick and leaning on premium demand and loyalty economics. See our latest analysis for United Airlines Holdings. The bullish coverage lands on top of an already strong run, with the share price at about $112.85 after a powerful 1 month share price return of nearly 23 percent and an impressive 3 year total shareholder return approaching 195...

Earlier this week, Jefferies analyst Jonathan Petersen reaffirmed his positive rating on Welltower, citing its expanding senior housing footprint and strong recent revenue growth driven by residential fees, services, and rental income. The analyst’s track record and the backdrop of a growing senior housing market have focused attention on how Welltower might benefit from aging baby boomers and rising demand for wellness-focused real estate. Next, we’ll explore how this renewed analyst...

Science Applications International (SAIC) just named Ravi Dankanikote as Chief Growth Officer, a move that puts its expansion strategy front and center for investors watching how the GovCon specialist plans its next leg of growth. See our latest analysis for Science Applications International. The timing of Dankanikote’s return comes as SAIC’s share price has climbed 15.47% over the last month, even though its year to date share price return is still negative and the 1 year total shareholder...

If you are wondering whether Molina Healthcare is quietly turning into a value opportunity after a rough stretch, this breakdown will help you decide if the stock now offers more upside than its recent history suggests. The share price has bounced about 15.3% over the last month, although it is still down sharply at around 44.5% over the past year and more than 50% over three years. That combination often signals shifting expectations around risk and recovery potential. That recent move has...

Fabrinet (FN) just got a fresh spotlight from both Wall Street and institutional investors, as Susquehanna initiated coverage with a Positive view and Wasatch strategies called out the stock as a key performance driver. See our latest analysis for Fabrinet. That renewed attention is landing on a stock that, despite a recent pullback reflected in a 7 day share price return of minus 14.33 percent, still shows powerful momentum with a year to date share price return of 105.32 percent and a 5...

A. O. Smith (AOS) has quietly climbed about 8% over the past month even as the broader industrials space has wobbled, prompting investors to revisit whether this water heating specialist still offers value. See our latest analysis for A. O. Smith. That recent 1 month share price return of roughly 7.5% looks more like a bounce within a choppy year, where a modest year to date share price gain and solid three and five year total shareholder returns suggest steady, not explosive, momentum. If...

Chipotle Mexican Grill recently launched its first-ever High Protein Menu across the U.S. and Canada, adding items like Double High Protein Bowls and low-priced High Protein Cups designed to capture growing demand for protein-focused, “clean label” fast-casual meals. This move highlights how Chipotle is using menu innovation and new lower-ticket options to respond to softer traffic trends and more price-conscious consumers. Now, we’ll explore how Chipotle’s new high-protein lineup could...

Uxin (NasdaqGS:UXIN) has just posted its Q3 2025 numbers, with revenue at about 879 million CNY and basic EPS at roughly -0.30 CNY, alongside trailing twelve month revenue of approximately 2.8 billion CNY and basic EPS of around -0.84 CNY. The company has seen quarterly revenue move from roughly 497 million CNY in Q3 2024 to 879 million CNY in Q3 2025, while EPS has shifted from about -0.32 CNY to -0.30 CNY over the same stretch. This gives investors a clearer view of how quickly the top line...

Gloo Holdings (GLOO) just posted its Q3 2026 numbers, with revenue of about $32.6 million, basic EPS of roughly -$4.59, and trailing 12 month revenue sitting near $67.5 million alongside a TTM EPS of about -$7.28. The company has seen quarterly revenue move from roughly $6.1 million in Q3 2025 to $32.6 million in Q3 2026, while quarterly EPS went from around -$1.75 to -$4.59. This sets the stage for a growth heavy story that still comes with meaningfully negative margins for shareholders to...

Wondering if Cummins at around $501 a share is still a smart buy or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. Despite a recent 4.2% pullback over the last week, the stock is still up 7.9% over the past month, 44.2% year to date, and an impressive 46.3% over the last year, with multi year returns well into triple digits. Those moves have come as investors focus on Cummins long term positioning in engines, power systems,...

In recent days, Google’s trial of a home sales listings feature heightened concerns about stronger competition for Rocket Companies’ Redfin-powered online real estate platform, against a backdrop of softening U.S. housing demand with pending home sales down and mortgage rates holding above 6%. These developments spotlight how powerful technology platforms can quickly reshape the landscape for integrated home search, brokerage, and mortgage services that Rocket has been building. We’ll now...

Earlier this week, investors reacted to McKesson’s upcoming earnings report, with consensus expecting a 14.45% rise in EPS and a 10.88% increase in quarterly revenue versus a year ago, while analysts reiterated a hold stance and signaled a favorable profitability outlook through recent estimate revisions. The interesting angle is that this improved earnings outlook supported investor interest even as the broader market weakened, suggesting McKesson’s profit trajectory is currently being...

If you are wondering whether Duke Energy is still a solid utility at a fair price or if the market has quietly bid it up too far, you are not alone. That is exactly what we are going to unpack here. The stock is up 13.7% over the last year and 29.8% over three years, even after a recent 5.1% pullback over the last month, which comes on top of a 9.0% gain year to date. Recently, investors have been reacting to a mix of regulatory updates, large scale grid modernization plans and ongoing...

Wondering if Zeta Global Holdings at around $17.89 is a sleeper value play or already priced for perfection, you are not the only one trying to figure out whether now is the moment to get in or add more. The stock has been choppy lately, down 8.3% over the last week and 4.5% year to date, but it is still up 109.7% over the past three years, which highlights how quickly sentiment can swing on this name. Recent headlines have focused on Zeta expanding its AI driven marketing platform and...

Gilead Sciences recently reported that its Phase 3 ARTISTRY-2 trial showed a once-daily bictegravir/lenacapavir pill matched Biktarvy in maintaining HIV viral suppression at Week 48 with no new safety concerns. Alongside these lenacapavir data, the promotion of long-time Gilead lawyer Keeley Wettan to Executive Vice President, General Counsel, Legal & Compliance underscores how central this medicine has become to the company’s portfolio and governance priorities. We’ll now explore how these...

In recent days, Microsoft has expanded its global AI and cloud footprint, including a US$17.50 billion commitment in India, multi‑billion investments in Canada, and new alliances ranging from Cognizant’s multi-year AI partnership to community solar projects in Illinois and healthcare integrations with Microsoft Dragon Copilot. Together, these moves highlight how Microsoft is pairing large-scale infrastructure spending with ecosystem partnerships that embed Copilot and Azure AI deeply into...

Wondering if Workiva at around $88 is a quietly mispriced opportunity or a value trap in disguise? You are not alone. This stock has been catching the eye of investors looking for quality software names at a discount. Despite being down 19.1% year to date and 20.9% over the last year, the share price has stabilized recently, with a 2.7% gain over the past week, even as the 30 day return still sits at a modest -2.9%. That mixed performance comes against a backdrop of Workiva steadily...

Brightstar Lottery (NYSE:BRSL) just landed a 19 year deal to run Lotterywest’s new central gaming and digital platforms in Western Australia, a long runway that reframes the stock’s growth visibility. See our latest analysis for Brightstar Lottery. The Lotterywest win and the recent Cash Pop rollout in Pennsylvania have helped the mood around Brightstar, with the 1 day share price return of 2.65 percent standing out against a negative year to date share price return and an 18.95 percent 1...

Teva Pharmaceutical Industries (TEVA) has quietly turned into one of the market’s stronger comeback stories, with shares up roughly 65% over the past 3 months and more than 40% over the past year. See our latest analysis for Teva Pharmaceutical Industries. That surge has been underpinned by solid execution, with Teva’s 30 day share price return of 22.04% and a three year total shareholder return of 230.95%. This suggests momentum is building as investors re rate its turnaround potential. If...

AutoZone (AZO) just delivered quarterly results that frustrated some investors, with earnings per share missing expectations even as sales landed roughly where Wall Street had penciled them in. See our latest analysis for AutoZone. The mixed quarter has landed against a tricky backdrop, with the share price down roughly 10 percent over the past month and about 17 percent over the last quarter, yet still showing a positive year to date share price return and a solid multi year total...

Wondering if Public Service Enterprise Group is quietly trading at a bargain or already priced for perfection? You are not alone, and that is exactly what we are going to unpack here. The stock is sitting around $80.65, up 2.1% over the last week but still down 2.1% over 30 days and 5.2% year to date, while longer term holders are looking at gains of 48.4% over 3 years and 66.9% over 5 years. Recent moves have been shaped by a steady drumbeat of policy, regulatory, and grid investment...

In recent days, Trip.com Group outlined its top global travel trends for 2026, highlighted rising entertainment-led and sustainable travel demand, and launched its Trip Community ecosystem to integrate creator content and planning tools across platforms like Trip.Moments, Influencer 4 Biz, and Trip.Planner. Together, these moves show Trip.com Group pushing beyond pure booking services toward a content-rich, creator-powered ecosystem that could deepen user engagement and reshape how travelers...