U.S. Logistics Stock News

Joby Aviation (NYSE:JOBY) completed a test flight with its first conforming aircraft. The flight is a key step ahead of the company’s upcoming FAA Type Inspection Authorization certification. This milestone marks progress toward regulatory approval for future commercial operations. Joby Aviation, listed on the NYSE under the ticker JOBY, focuses on electric vertical take off and landing aircraft intended for short haul passenger trips. The recent test flight with a conforming aircraft comes...

Baidu recently highlighted its evolution from a traditional search provider into an AI-centered technology platform, anchored by its ERNIE foundation model and Baidu Cloud, which now support a broad suite of multimodal AI applications for Chinese enterprises. A particularly distinctive development is Baidu’s use of Digital Human technology to automate marketing, sales, and customer engagement, signaling a push toward AI-native business operations across its ecosystem. We’ll now examine how...

In March 2026, Safe Harbor Marinas announced an exclusive partnership naming Chubb as the preferred insurance provider for members across more than 150 marinas, giving them access to Chubb’s Masterpiece Select Recreational Marine Insurance with wide-ranging coverage features. This deal highlights how Chubb is using specialized products, such as high-end recreational marine policies, to deepen reach in niche insurance segments with targeted customer bases. We’ll now examine how this...

GlobalFoundries has filed multiple U.S. lawsuits accusing Tower Semiconductor (TSEM) of infringing 11 patents related to high performance chip manufacturing processes, and is seeking to block the importation and sales of certain Tower products. See our latest analysis for Tower Semiconductor. The legal action has arrived after a strong run, with a 1 month share price return of 40.53% and a 1 year total shareholder return of more than 4x. However, the 7 day share price return of 2.95% suggests...

M/I Homes (MHO) has been drawing attention after recent share price swings, with the stock up about 3.2% on the day but showing a 13.9% decline over the past month. See our latest analysis for M/I Homes. That 3.2% 1 day share price gain comes after a 13.9% 30 day share price decline and a mildly negative year to date share price return. However, the 3 year total shareholder return near 100% and 5 year total shareholder return near 96% highlight how longer term holders have still seen strong...

Revolution Medicines recently reported early clinical data showing that its RAS-targeting candidates daraxonrasib and zoldonrasib exhibited activity in second-line metastatic pancreatic cancer, an area with few effective treatments. This progress in directly targeting RAS(ON) via a molecular glue mechanism highlights a differentiated scientific approach in a difficult-to-treat tumor type. Next, we will examine how this early pancreatic cancer data, particularly the molecular glue RAS(ON)...

What recent performance says about Lyft (LYFT) Recent trading in Lyft (LYFT) has been choppy, with the share price up about 5.1% over the past day and 1.1% over the past week, but showing weaker returns over the past month and past 3 months. Over longer periods the picture is mixed, with a roughly 8.7% total return over the past year and a much stronger multiyear total return, while year to date performance and the past 5 years reflect sizeable drawdowns from earlier levels. See our latest...

Kodiak Sciences (KOD) is back in focus after reporting that its GLOW2 Phase 3 study of Zenkuda in diabetic retinopathy met key efficacy and safety endpoints, supporting a multi-indication, BLA-ready profile. See our latest analysis for Kodiak Sciences. The Zenkuda update arrives alongside sharp recent moves in the stock, with a 74.46% 7 day share price return and a 42.24% 30 day share price return. The 1 year total shareholder return is very large, suggesting momentum has picked up sharply...

Scorpio Tankers (STNG) has been actively reshaping its fleet by agreeing to sell multiple MR and LR2 product tankers, including two 2015 built scrubber fitted vessels, while also arranging newbuilding deliveries through 2029. See our latest analysis for Scorpio Tankers. The latest vessel sales and newbuilding commitments come as Scorpio Tankers’ share price sits at US$74.66, with a 90 day share price return of 46.88% and a 1 year total shareholder return of 102.23%. This points to strong...

Wondering if CF Industries Holdings is still reasonably priced after its recent run, or if it is already baking in a lot of optimism? This article focuses squarely on what you are paying for each dollar of value. With the share price at US$129.84 and returns of 2.3% over 7 days, 30.4% over 30 days, 62.0% year to date and 66.9% over 1 year, the stock has moved enough that it is worth pausing to check what those numbers might imply about risk and reward. Recent coverage has highlighted CF...

T-Mobile US (TMUS) is drawing fresh attention after raising device restocking fees and introducing a $35 Device Connection Charge for Apple purchases, just as it faces higher customer cancellations and tougher wireless competition. See our latest analysis for T-Mobile US. The recent fee changes come after a softer 1-month share price return of 3.25% and a 1-day pullback of 1.83%, although the 3-year total shareholder return of 49.30% and 5-year total shareholder return of 66.21% still reflect...

First Keystone (FKYS) just wrapped up FY 2025 with fourth quarter revenue of US$7.8 million and a basic EPS loss of US$0.10, while the trailing twelve months show total revenue of US$40.3 million and EPS of US$0.99. Over recent periods the company has seen quarterly revenue move from US$10.4 million in Q4 2024 to US$11.5 million in Q2 2025 before landing at US$7.8 million in Q4 2025, with basic EPS shifting from US$0.37 in Q4 2024 to US$0.47 in Q2 2025 before slipping into a small loss in the...

Harrow recently completed a private fixed‑income offering of US$50.0 million in 8.625% senior unsecured notes due September 15, 2030, issued at 100.25% of par and guaranteed by certain subsidiaries. The new notes, fungible with Harrow’s existing US$250.0 million 2030 notes and sold to qualified institutional buyers under Rule 144A and Regulation S, further reshape the company’s capital structure to support general corporate and growth initiatives. Now we’ll examine how this additional...

CRH (NYSE:CRH) has drawn investor attention after recent share price volatility, with the stock closing at US$105.12 and showing mixed returns across the past week, month, past 3 months, and year to date. See our latest analysis for CRH. The recent 1 day share price return of 3.15% comes after a weaker stretch, with 30 day and year to date share price returns of 12.39% and 16.86% declines. At the same time, 1 year, 3 year, and 5 year total shareholder returns of 19.58%, 122.30%, and 160.89%...

Raymond James said that Independent Contractor Division director Kirk Bell has been appointed president of the division, effective April 1, 2026, joining both the firm’s Senior Leadership and Private Client Group Executive Leadership teams after prior president Shannon Reid’s resignation. This leadership change comes as the firm balances softer capital markets activity with growth in asset management and private client revenues ahead of its upcoming fiscal Q2 2026 earnings release. Next,...

Nike, Inc. has reported its fiscal third-quarter 2026 results, with revenue holding roughly flat at US$11.28 billion while net income fell to US$520 million and earnings per share dropped to US$0.35 from US$0.54 a year earlier. Management’s outlook pointed to a revenue slip next quarter, driven by a sharp sales decline in China and a longer-than-expected turnaround timeline, even as North America and select product initiatives showed areas of progress. With China weakness now explicitly...

Allison Transmission Holdings (NYSE:ALSN) is acquiring Dana’s Off-Highway business, expanding its reach beyond on-highway applications. The deal adds exposure to off-highway markets such as construction, agriculture and mining, widening Allison’s addressable customer base. Investors now have new information to assess Allison’s mix of end markets, revenue sources and integration priorities. Allison Transmission Holdings, trading at $117.06, has seen its share price rise 18.3% year to date...

If you are wondering whether Cummins at around US$538 per share is still a sensible entry or hold, the key question is how that price compares with what the company might reasonably be worth. The stock has seen mixed recent returns, with a 3.0% decline over the last 7 days and a 7.9% decline over the last 30 days, while still sitting on gains of 3.1% year to date, 73.8% over 1 year, 148.4% over 3 years, and 133.0% over 5 years. Recent attention on Cummins has focused on its position in the...

In late March 2026, Truist Securities initiated coverage on Arista Networks and NVIDIA expanded its NVLink Fusion ecosystem, highlighting Arista’s role in high-speed AI data center networking and its ESUN collaboration within NVIDIA’s open infrastructure framework. This combination of fresh analyst attention and deeper integration into NVIDIA’s AI networking ecosystem underscores how central Arista’s Ethernet-based platforms have become to next-generation AI infrastructure buildouts. Now...

Ollie's Bargain Outlet Holdings recently reported a strong fourth-quarter fiscal 2025 performance, emphasizing that greater scale is now improving its underlying economics beyond simple growth. Management highlighted how retail consolidation is enhancing access to closeout merchandise, real estate locations, and supplier bargaining power, supporting plans for roughly 10% annual unit growth and low-single-digit comparable sales. Next, we'll examine how this emphasis on scale-driven...

If you are wondering whether PNC Financial Services Group's current share price still offers value, it helps to line up the recent returns against what the underlying business might be worth. The stock last closed at US$208.09, with returns of 0.8% over 7 days, a 2.0% decline over 30 days, a 1.6% decline year to date, and a 23.5% return over 1 year, alongside 91.0% and 40.6% returns over 3 and 5 years respectively. Recent price moves sit against a backdrop of ongoing coverage of large US...

Digi International recently launched the Digi IX25, a rugged industrial cellular router platform that integrates networking, compute, and secure connectivity for critical infrastructure deployments such as utilities and oil and gas, with support for LTE, 5G RedCap, 5G eMBB, and demanding industrial certifications. A distinctive aspect of the IX25 is its combination of Western cellular modules, TAA-compliant options, and GSMA SGP.32 eSIM support, enabling secure, compliant deployments and...

Earlier this year, Workiva appointed Barbara Larson as executive vice president and chief financial officer, drawing on her prior finance leadership roles at Workday and VMware to help oversee its AI-enabled governance, risk, compliance and sustainability platform, which is guiding toward US$1.00 billion in revenue in 2026. Her emphasis on embedding AI more deeply into Workiva’s platform to respond to rising regulatory demands highlights how leadership decisions could shape the company’s...

Endava (NYSE:DAVA) has just turned in a mixed Q2 2026 scorecard, with revenue of £184.1 million, a basic EPS loss of £0.13 and net income loss of £6.9 million, set against a trailing twelve month picture that shows £743.9 million of revenue, a small EPS loss of £0.05 and a net income loss of £2.9 million. Over the past few quarters, revenue has moved from £195.6 million and EPS of £0.12 in Q2 2025 to £184.1 million and EPS of a £0.13 loss in Q2 2026, while quarterly net income shifted from a...