U.S. Logistics Stock News

PayPal Holdings (PYPL) is back in focus after a weaker than expected fourth quarter and a leadership shake up, with Enrique Lores set to become CEO on March 1, 2026. See our latest analysis for PayPal Holdings. The sharp reset in sentiment has been clear in the numbers, with a 7 day share price return of 21.36% decline and a 30 day share price return of 28.63% decline, while the 1 year total shareholder return is 47.28% decline. This points to fading momentum despite product partnerships and...

BlackLine recently disclosed that activist investor Engaged Capital has formally nominated three director candidates for election to the company’s board at the 2026 annual meeting, while the board’s Nominating and Corporate Governance Committee reviews the nominees and reiterates that no immediate shareholder action is needed. The move brings Engaged Capital’s push to evaluate “all strategic options” into sharper focus, particularly with three board seats, including founder Therese Tucker’s,...

Recently, Baxter International cut its quarterly dividend from US$0.17 per share to a token US$0.01, signaling a major shift in capital allocation and disappointing many income-focused shareholders. This reduction gives the company more financial flexibility to address its operational challenges, potentially reshaping its appeal toward turnaround and value-oriented investors. Next, we’ll examine how this dividend cut and the company’s push for greater financial flexibility are reshaping...

Seagate Technology Holdings (STX) is back in focus after reporting second quarter results that detail sales of US$2,825 million and net income of US$593 million, alongside fresh revenue guidance for the coming quarter. See our latest analysis for Seagate Technology Holdings. At a share price of US$425.00, Seagate has seen short term softness, with a 1 day share price return of 1.01% decline and a 7 day share price return of 1.84% decline. However, recent earnings, dividend affirmation and the...

Why Oshkosh (OSK) is Getting Attention Now Oshkosh (OSK) has been drawing fresh interest as its shares recently closed at $172.52, with gains over the past week, month, and past 3 months prompting investors to reassess the stock’s current pricing. See our latest analysis for Oshkosh. The recent 15.4% 7 day share price return and 38.6% 90 day share price return add to a year to date share price return of 30.5%. The 1 year total shareholder return of 59.3% and 3 year total shareholder return of...

Gilat Satellite Networks secured an order of more than $10 million for its Wavestream Powerstream Ka solid state power amplifiers, supporting ground infrastructure for a leading LEO satellite constellation. The company also received a recent multimillion order for its Sidewinder electronically steered antenna platform from a global avionics company, tied to inflight connectivity solutions. For investors watching NasdaqGS:GILT, these contract wins come with the share price at $19.27 and a...

Nuvation Bio (NUVB) shares are in focus after the company advanced its SIGMA trial of safusidenib to Phase 3, expanding patient eligibility and enrollment in high risk IDH1-mutant glioma maintenance treatment. See our latest analysis for Nuvation Bio. The SIGMA trial update lands after a sharp 30 day share price return of around a 30% decline and a year to date share price return of a 34% decline, even though the 1 year total shareholder return is very large and the 3 year total shareholder...

If you are wondering whether Photronics at US$37.54 is still reasonably priced after a strong run, you are not alone. The stock has returned 4.0% over the past week, 12.6% over the last 30 days, 12.4% year to date, 65.2% over 1 year, and 105.4% over 3 years, with a 5 year return of 182.9%. That naturally raises questions about what is already priced in and how much risk you are taking on at current levels. Recent attention on Photronics has focused on its position within the semiconductor...

Criteo recently launched its Agentic Commerce Recommendation Service, a commerce-grade AI engine that connects shopping assistants to merchants’ inventories using its commerce intelligence built on data from 720 million daily shoppers, US$1 trillion in annual transactions, and 4.50 billion product SKUs. The move signals Criteo’s push to sit at the center of AI-powered retail experiences, offering retailers and language model platforms a way to serve curated, transaction-ready product...

Dollar General (NYSE:DG) has appointed David P. Rowland as its new chairman of the board. Long-time board director Warren F. Bryant is set to retire from the board. The changes reflect a transition in board leadership and governance oversight at the company. For you as an investor, board level shifts at a large discount retailer like Dollar General matter because they often shape how management sets priorities. The company operates in a segment where value focused shoppers and store...

AT&T (NYSE:T) has entered into a major partnership with Amazon Web Services and Amazon Leo to modernize U.S. connectivity using cloud, AI, and satellite supported solutions. The company has closed its acquisition of Lumen's mass markets fiber business, extending its fiber network reach to additional U.S. households and communities. Together, these moves aim to expand broadband access, including in underserved areas, and strengthen AT&T's role in national telecom infrastructure. AT&T, a core...

Merck (NYSE:MRK) has entered a collaboration with Calla Lily Clinical Care to develop a novel intravaginal drug delivery platform using the Callavid device. Health Canada has approved Merck’s ENFLONSIA (clesrovimab), an RSV prevention therapy for infants, expanding the company’s reach in pediatric respiratory care. For investors watching Merck’s mix of businesses, these developments sit outside the company’s oncology focus and add more weight to its broader pharmaceutical portfolio. The...

Kilroy Realty (NYSE:KRC) recorded a significant real estate asset impairment in its latest quarterly results. The impairment reduced the reported value of certain properties and contributed to a sharp year over year drop in quarterly net income. This represents a material shift in how the company’s asset base and recent earnings may appear to investors. Kilroy Realty enters this update with shares at $34.54 and a mixed recent track record. The stock is up 1.1% over the past week, but shows...

Why Fresh Del Monte Produce (FDP) Is On Investors’ Radar Fresh Del Monte Produce (FDP) has caught investor attention after a period where its shares show mixed short term moves but stronger longer term total returns, inviting a closer look at how the business is currently positioned. See our latest analysis for Fresh Del Monte Produce. At a share price of $38.26, Fresh Del Monte Produce has seen a 6.25% 1 month share price return and an 8.32% year to date share price return, while its 1 year...

Market reaction to earnings uncertainty BridgeBio Pharma (BBIO) dropped 15.24% on Thursday as investors reacted to growing uncertainty around its upcoming fourth quarter and full year 2025 results, expected on February 19, 2026. The move came even as Barclays and Morgan Stanley maintained favorable views on the stock, highlighting a difference between cautious market sentiment and more optimistic analyst commentary ahead of the earnings release. See our latest analysis for BridgeBio...

Earnings event puts ASA Gold and Precious Metals in focus ASA Gold and Precious Metals (ASA) reported full year results to November 30, 2025, with revenue of US$3.98 million and net income of US$664.07 million, drawing fresh attention from investors. See our latest analysis for ASA Gold and Precious Metals. The earnings release lands after a strong run in the shares, with a recent 1-day share price return of 6.79% and a 90-day share price return of 47.18%. The 1-year total shareholder return...

Huntington Bancshares (HBAN) is drawing fresh attention after its merger with Cadence Bank pushed the lender into Category III status, accompanied by the appointment of a new Chief Risk Officer and the addition of former Cadence directors to the board. See our latest analysis for Huntington Bancshares. Those board changes, executive moves and the upcoming UBS conference presentation come during a solid run in the stock, with a 20.1% 3 month share price return and a 64.13% 5 year total...

In recent weeks, Intuit has rolled out new Mailchimp ecommerce tools powered by its data platform and announced an exclusive multi-year partnership integrating Affirm’s pay-over-time solution into QuickBooks Payments for U.S. small and mid-sized businesses. Together, these moves highlight Intuit’s push to deepen its role in merchants’ revenue generation and cash-flow management, even as investors scrutinize AI’s potential to unsettle traditional software models. We’ll now examine how...

Exponent (EXPO) shares moved sharply after fourth quarter 2025 results topped expectations, management projected high single digit revenue growth and margin expansion for 2026, and the board approved a higher quarterly dividend. See our latest analysis for Exponent. At a share price of $78.34, Exponent has a 7 day share price return of 6.35% and a 90 day share price return of 10.42%. However, the 1 year total shareholder return of a 12.42% decline suggests recent momentum follows a weaker...

Loews (L) just wrapped up FY 2025 with Q4 revenue of US$4.7b and basic EPS of US$1.94, while trailing 12 month figures show revenue of US$18.5b and EPS of US$7.97 alongside earnings growth of 17.9% over the past year. The company has seen revenue move from US$17.5b to US$18.5b over the trailing period as net income excluding extra items shifted from US$1.41b to US$1.67b, setting up this result against a backdrop of 9% net margins versus 8.1% a year earlier. For investors, that combination of...

Why Salesforce (CRM) is back on investor radars Salesforce (CRM) is drawing fresh attention as investors weigh its share performance against the company’s current fundamentals, including US$40.3b in revenue, US$7.2b in net income, and a value score of 5. See our latest analysis for Salesforce. Salesforce’s recent 1 day share price return of 1.40% comes after a steeper 30 day share price decline of 25.36% and a 1 year total shareholder return decline of 40.31%. This suggests momentum has...

Netflix stock performance snapshot Netflix (NFLX) has drawn attention after its recent trading, with the share price last closing at US$81.47. Short term moves include a 0.9% decline over the past day and a 1.9% gain over the past week. Over longer periods, the stock shows an 8.9% decline over the past month and a 29.6% decline over the past 3 months, while the year to date return stands at 10.5% lower and the 1 year total return is 19.2% lower. See our latest analysis for Netflix. For...

JPMorgan Chase (NYSE:JPM) has been selected as the new issuer for the Apple Card, replacing Goldman Sachs. The change positions JPMorgan at the center of Apple's consumer credit offering, giving it access to Apple Card users. The new arrangement reflects ongoing collaboration between large banks and major technology companies in consumer finance. For you as an investor, this move puts NYSE:JPM deeper into consumer payments and everyday spending, an area where banks and tech firms...

If you are wondering whether Walt Disney is fairly priced or if there is value still on the table, this article will walk through what the current market is implying and how that stacks up against several valuation checks. The stock last closed at US$107.13, with returns of 2.6% over the past 7 days, a 7.6% decline over 30 days, a 4.2% decline year to date, and a 0.9% decline over the last year. The 3 year return is 1.9% and the 5 year return is a 41.6% decline. Recent news around Walt...