U.S. Logistics Stock News

New Fortress Energy recently submitted two alternative timelines to Brazil’s ANP to restart its Gás Sul FSRU terminal, targeting either July 2026 or July 2027 to support the country’s gas-to-power capacity needs. The move comes as the company works through high debt and liquidity pressures, tying critical Brazilian infrastructure decisions directly to its ongoing balance sheet restructuring. We’ll now examine how tying the Gás Sul FSRU reactivation to debt restructuring efforts could...

Toll Brothers has spent the past week unveiling a wave of new luxury communities and model openings across Florida, California, South Carolina, Arizona, Georgia, Washington, and North Carolina, ranging from mid‑US$400,000s homes in master‑planned suburbs to US$1.00 million‑plus offerings in premium coastal and urban locations. These launches, together with expanded quick move‑in options and design‑studio personalization, underline how Toll Brothers is leaning into high‑income buyers who...

If you are wondering whether Brown-Forman is attractively priced or still carrying a premium, this breakdown will help you weigh up what you are really paying for when you buy the stock. The share price last closed at US$26.40, with returns of 1.7% over 7 days, an 8.5% decline over 30 days, a 1.0% gain year to date, and declines of 20.7%, 57.6% and 60.1% over the past 1, 3 and 5 years. Recent coverage has focused on how the company is positioned within the branded spirits market and what...

Earlier in 2026, Southwest Airlines announced major cabin and fare changes set for early 2026, including extra-legroom rows, assigned seating, more fare categories and a new basic economy option. This shift marks a significant move away from Southwest’s long-standing single-class, open-seating model, raising important questions about customer response and revenue mix. Next, we’ll examine how Southwest’s move to assigned seating and basic economy could influence its investment narrative and...

EOG Resources recently announced it will host a conference call and webcast on February 25, 2026, to review its fourth quarter and full-year 2025 results, while also adding experienced finance executive John D. Chandler to its Board of Directors. At the same time, analysts have reassessed their outlook on EOG in light of lower oil price assumptions and well productivity concerns, yet many still describe the company as a disciplined, low-cost producer with solid fundamentals under Peter...

Earlier this week, Morningstar launched the Morningstar PitchBook GenAI 20 Index, a perpetual benchmark designed to track pure-play generative AI companies from late-stage private funding through their public listings. By continuously following GenAI innovators across private and public markets, the index offers a rare, unified lens on companies whose core businesses center on machine learning, natural language processing, computer vision, and agentic AI. Next, we will examine how this new...

If you are wondering whether Ducommun's current share price still offers value after a strong run, this article will walk through what the numbers are really saying. The stock last closed at US$114.24, with returns of 6.0% over 7 days, 24.6% over 30 days, 18.0% year to date, 66.7% over 1 year, 111.1% over 3 years and 101.1% over 5 years. This performance has naturally raised questions about how much upside or risk may now be priced in. Recent news coverage around Ducommun has focused on its...

It's not a stretch to say that InnovAge Holding Corp.'s ( NASDAQ:INNV ) price-to-sales (or "P/S") ratio of 0.9x right...

What the recent performance of Evergy (EVRG) suggests Evergy (EVRG) has attracted investor attention after a 1 day return of 0.9%, with gains over the past week and month, alongside a small decline over the past 3 months. See our latest analysis for Evergy. At a share price of US$76.44, Evergy’s recent 7 day and 30 day share price returns of 4.97% and 4.30% sit alongside a modest 90 day share price decline of 1.97%. Its 1 year, 3 year and 5 year total shareholder returns of 25.82%, 45.80% and...

If you are wondering whether Humana's share price offers good value right now, or if you might be paying too much for its future prospects, this article walks through the key numbers so you can judge that for yourself. Humana's stock last closed at US$273.28, with returns of a 1.3% decline over 7 days, 5.0% over 30 days, 3.3% year to date, a 2.0% decline over 1 year, a 43.2% decline over 3 years and a 29.4% decline over 5 years, which frames how the market has recently been reassessing the...

Rezolve AI (RZLV) is back in focus after management issued new revenue guidance for 2025 and 2026, projecting at least US$40 million next year and about US$350 million the year after, well above prior market expectations. See our latest analysis for Rezolve AI. The updated guidance has come after a volatile stretch for Rezolve AI, with a 92.92% 1 month share price return and 61.32% year to date share price return contrasting with a 54.29% decline in 3 year total shareholder return. This...

If you are wondering whether Occidental Petroleum is a bargain or just fairly priced at its recent US$42.70 close, you are not alone. The stock has had mixed returns, with a 5.1% gain over the last 30 days, a 0.8% return year to date, a 16.0% decline over 1 year, and a 32.9% decline over 3 years, while still sitting 110.9% above its level 5 years ago. Recent news coverage has focused on Occidental Petroleum as a major US energy name, often discussed in the context of oil price moves, capital...

Analog Devices (ADI) has drawn fresh attention after quarterly results slightly exceeded expectations. The performance was supported by lean channel inventories and growing design wins in AI, automation, and next generation connectivity, alongside a series of analyst rating upgrades. See our latest analysis for Analog Devices. Those quarterly results and analyst upgrades have landed as the share price trades near record levels around $300.25, with a 30 day share price return of 9.21% and a 90...

In 2025, Clearway Energy Group announced three new long-term PPAs with Google totaling 1.17 GW of carbon-free energy projects across Missouri, Texas, and West Virginia, representing over US$2.40 billion of investment and expected to begin coming online in 2027 and 2028. This deal lifts the Clearway–Google partnership to 1.24 GW, underscoring how hyperscale data center demand is increasingly shaping large-scale clean energy buildouts and local economic benefits. We will now examine how this...

Birkenstock Holding (BIRK) is back in focus after management cut its fiscal 2026 revenue growth target to a range of 13% to 15%, a guidance reset that coincided with a pullback in the stock. See our latest analysis for Birkenstock Holding. The revised outlook has come alongside weaker short term share price momentum, with a 7 day share price return of 11.48% and a 30 day share price return of 17.09%. This has contributed to a 1 year total shareholder return of 35.81%, which suggests sentiment...

If you are wondering whether Hewlett Packard Enterprise (HPE) is priced attractively or asking too much for its future, you are in the right place to get a clear view of what the current share price may be implying. HPE shares last closed at US$21.44, after a 3.3% decline over the past week, a 10.7% decline over the past month, and an 11.3% decline year to date. Over longer periods, the stock shows a 46.2% return over three years and a 104.7% return over five years. These moves sit against a...

If you are wondering whether Pediatrix Medical Group at around US$21.86 is still offering value after its recent run, this review is designed to help you make sense of the current price. The stock has posted a 57.9% return over the last year, even though the 7 day and 30 day returns of 2.1% and 3.1% declines suggest some short term cooling after that move, with a 2.7% gain year to date and a 43.8% return over 3 years against a 10.3% decline over 5 years. Recent coverage of Pediatrix Medical...

If you are wondering whether CRH at around US$122.97 is offering fair value or a potential mispricing, this article walks through what the current numbers actually say about the stock. The share price performance is mixed in the short term, with a 6.4% decline over the last week and roughly flat returns of 0.1% over 30 days. In contrast, the 1 year return of 27.2% and 3 year return of 196.9% set a very different context for longer term holders. Recent coverage around CRH has focused on its...

In early January 2026, the New York Stock Exchange, part of Intercontinental Exchange, announced it would become the U.S. options listings venue for key MSCI benchmark indexes, with contracts to be listed on NYSE Arca and NYSE American options markets pending regulatory approval. This move deepens ICE’s long-running partnership with MSCI and extends its role in index-linked derivatives, building on its already very large share of global MSCI futures trading volumes and benchmark...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Roper Technologies (ROP) is back in focus after Mar Vista Investment Partners chose to exit its long held position, citing slower organic growth compared with software peers and concerns about market saturation. See our latest analysis for Roper Technologies. The recent decision by Mar Vista to exit, alongside reduced but still supportive analyst coverage, has coincided with softer momentum. The 90 day share price return shows a decline of 17.52%, and the 1 year total shareholder return...

Firefly Aerospace (FLY) is back in focus after detailing its Alpha Block II rocket upgrade and preparing the Alpha Flight 7 mission, a testbed for new subsystems that could shape future commercial and national security launch opportunities. See our latest analysis for Firefly Aerospace. The news around Alpha Block II and the upcoming Flight 7 launch is landing at a time when momentum in Firefly Aerospace’s share price return has picked up, with a 1 day share price return of 12.30% and a 30...

Why Nvidia’s CES spotlight on Serve Robotics matters for investors Nvidia CEO Jensen Huang’s CES spotlight on Serve Robotics (SERV) as a physical AI leader, with a large U.S. sidewalk delivery robot fleet and a DoorDash partnership, has pushed the stock firmly back onto investor radars. See our latest analysis for Serve Robotics. The CES spotlight comes after a sharp recent move in Serve Robotics, with a 1 month share price return of 55.34% and a year to date share price return of 25.40%...

Cooper Companies (COO) has drawn fresh attention after CooperVision announced the forthcoming launch of MyDay MiSight 1 day contact lenses across the UK and selected European markets, targeting childhood myopia management. See our latest analysis for Cooper Companies. Despite the product launch, Cooper Companies’ recent share price performance has been mixed, with a 14.45% 90 day share price return contrasting with an 11.69% decline in 1 year total shareholder return. This suggests short term...