U.S. Logistics Stock News

Wondering if AutoZone is still a smart buy after such a long run up, or if the easy money has already been made, you are not alone. The stock is up an impressive 191.5% over 5 years and 44.8% over 3 years, but more recently it has slipped 9.9% over the last week and 9.1% over the past month, leaving year to date gains at 6.0% and 1 year returns at 2.2%. Recent attention has focused on AutoZone's ability to keep winning in the do it yourself and commercial repair markets, as investors weigh...

In recent weeks, United Parcel Service has moved ahead with its “Network of the Future” restructuring, including layoffs tied to the shutdown of a day-sort operation in Wyoming, Michigan, while its Roadie unit expanded same-day delivery partnerships with retailers such as online florist Bouqs. Together, these actions highlight UPS’s shift toward greater automation and higher-value services as it refines its network and broadens last-mile capabilities beyond its traditional parcel...

PACS Group recently appointed experienced healthcare compliance leader Kelly Priegnitz as Chief Compliance Officer and HR veteran Trent Bingham as Chief Human Resources Officer, while securing amendments to its US$600 million credit facility that waive prior defaults and refine covenant requirements. These moves coincided with PACS board member Evelyn Dilsaver making her first large open-market share purchase of about US$500,000, signalling strengthened internal confidence alongside expanded...

Wondering if Valero Energy is still a smart buy after its big run, or if most of the easy money has already been made? This breakdown will help you decide whether the current price reflects its true value. Despite a recent pullback, with the stock down 3.4% over the last week and 5.2% over the past month, Valero is still up 36.7% year to date and 34.4% over the last year, on top of a 268.7% gain over five years. Those moves have been shaped by ongoing optimism around refined product demand...

In recent months, Newmont has benefited from higher gold prices, record free cash flow, near-zero net debt, and the successful ramp-up of its Ahafo North project, while also announcing CEO Tom Palmer will step down at the end of 2025 with Natascha Viljoen to assume leadership in 2026. Together with cost reductions, asset sales, and raised production guidance, these developments have reinforced Newmont’s financial flexibility and highlighted how leadership and portfolio choices can reshape a...

If you are wondering whether Alibaba Group Holding is still a bargain after its big rebound in 2024, you are not alone. This article will walk you through what the current price might really be saying. After a tough few years, the stock is now up 83.3% year to date and 80.2% over the last 12 months, even though it has dipped slightly in the past week and month. Sentiment has been helped by Beijing rolling out more market friendly policies and easing some of the tightest tech regulations,...

Kolon Industries has announced in the past that it will invest in a new Vietnam plant to produce airbag materials for Autoliv, creating a fully integrated airbag manufacturing base in Ho Chi Minh City expected to be operational by 2028 under a long-term supply arrangement. This expansion deepens Autoliv’s access to critical airbag components in a cost-competitive region, potentially reinforcing supply resilience and supporting its global leadership in passive vehicle safety. We’ll now...

Boeing recently completed flight tests with United Airlines on a 737-8 ecoDemonstrator Explorer to trial an Internet Protocol Suite–based communications system intended to streamline data flows between cockpits, air traffic control and airline operations centers, aiming to improve safety, efficiency and emissions over a decade-long development effort. At the same time, Boeing has reinforced its governance and industrial footing by adding former Alaska Air Group CEO Bradley Tilden to its...

Coterra Energy (CTRA) just reminded investors why it still deserves a spot on energy watchlists with Q3 results that topped production guidance, higher 2025 output targets, and steady free cash flow backing ongoing buybacks. See our latest analysis for Coterra Energy. The post earnings bounce that saw Coterra pop nearly 6% has cooled a bit, but a roughly 7.8% 90 day share price return and a 7.4% one year total shareholder return suggest momentum is still quietly building as deals like the new...

Earlier this week, GE Vernova held its 2025 Investor Update, raising its 2026 and 2028 revenue and EBITDA outlook, doubling its quarterly dividend to US$0.50 per share from US$0.25, expanding its share repurchase authorization to US$10.00 billion, and outlining plans to fund the US$5.30 billion Prolec GE acquisition with a mix of cash and debt while pursuing further vertical-integration deals. The company’s upgraded long-term guidance, growing backlog tied to AI-driven power demand and...

Wondering if Solaris Energy Infrastructure is still a smart buy after its huge run up, or if you are arriving late to the party? We are going to unpack what the current share price really implies about future returns. Even after a sharp pullback of 16.8% over the last week and a modest 2.6% slide over the past month, the stock is still up 56.4% year to date and 67.0% over the last year, capping a 439.8% three year and 540.9% five year run. Those swings have come as investors digest a series...

Owens Corning (OC) just gave income focused investors something to chew on, lifting its quarterly dividend by 15% while doubling down on growth with a new shingle plant in Alabama. See our latest analysis for Owens Corning. Those moves come after a volatile stretch, with the share price down sharply this year but recently stabilising, including a 12.5 percent 1 month share price return and a still respectable 3 year total shareholder return. At a current share price of $116.0, the market...

Wondering if Hormel Foods at around $24 a share is a bargain or a value trap? You are not alone, and this breakdown is designed to give you a clear, no-jargon view. The stock has bounced about 8.0% over the last month after a long slide, with the price still down roughly 23.9% over the past year and more than 40% over five years, which signals a big gap between past expectations and today’s sentiment. That recent rebound has come as investors refocus on Hormel’s portfolio reshaping and cost...

If you are wondering whether ON Semiconductor is quietly turning into a value opportunity, or if the market still sees too much risk in the story, you are not alone. The stock has inched up about 0.4% over the last week and 11.5% over the past month, but it is still down 10.9% year to date and 16.7% over the last year, a reminder that past enthusiasm has cooled even though the 5 year return sits at 74.3%. Recently, investors have been weighing ON Semiconductor's positioning in electric...

GigaCloud Technology stock moves GigaCloud Technology (GCT) has quietly turned into a strong momentum story, with the stock up about 26% over the past month and roughly 35% in the past 3 months. See our latest analysis for GigaCloud Technology. The latest jump takes GigaCloud Technology’s share price to $40.37, with a powerful year to date share price return of around 112 percent and a three year total shareholder return above 600 percent, suggesting momentum is still building as investors...

Why TMC the metals (TMC) Is Back on Traders’ Screens TMC the metals (TMC) has quietly staged a comeback, with the share price up over the past month and past 3 months, even as near term returns remain choppy. See our latest analysis for TMC the metals. That jumpy recent trading sits on top of a huge move, with the share price up sharply on a year to date basis and a 1 year total shareholder return above 700 percent, suggesting momentum is still very much in play even if volatility has picked...

The Lovesac Company recently reported third-quarter fiscal 2026 results showing largely flat net sales at US$150.17 million alongside a wider net loss of US$10.55 million and higher loss per share than a year earlier. Despite weak profitability and below-consensus guidance for the key holiday quarter and full fiscal 2026, management is still investing in product innovation, domestic manufacturing, and marketing to expand its household reach over the long term. We’ll now examine how Lovesac’s...

Star Bulk Carriers (SBLK) has quietly slipped about 11% over the past week, even though its year to date return is still up roughly 18%. That disconnect is where the opportunity becomes interesting for patient, income-focused investors. See our latest analysis for Star Bulk Carriers. That recent 7 day share price return of negative 10.66% looks more like a breather than a breakdown. The stock still sits on a solid year to date share price return of 17.87% and a 5 year total shareholder return...

ACADIA Pharmaceuticals (ACAD) has been quietly rewarding patient investors, with the stock up roughly 57% over the past year and about 45% year to date. This performance reflects growing confidence in its CNS portfolio. See our latest analysis for ACADIA Pharmaceuticals. Zooming out, that strength is not a one week blip. The stock has logged a roughly mid teens 3 month share price return and a standout mid fifties 1 year total shareholder return, suggesting momentum is still building as...

Earlier this week, Barclays initiated coverage on Organon with an “Underweight” rating, adding to a series of cautious analyst views on the pharmaceutical company’s prospects. This accumulation of more skeptical opinions highlights growing concern among Wall Street analysts about Organon’s near-term outlook and the resilience of its key products. We’ll now examine how Barclays’ bearish initiation and the broader shift in analyst sentiment may reshape Organon’s investment narrative. Find...

Efficiency Gains Drive Fresh Attention to Cleveland-Cliffs Cleveland-Cliffs (CLF) is back on investors' radar after Voya MI Dynamic Small Cap Fund spotlighted the stock, crediting efficiency gains in its auto platform and a 12% share jump for boosting portfolio performance. See our latest analysis for Cleveland-Cliffs. That efficiency story has landed on a backdrop of strong momentum, with a roughly 33% year to date share price return to $12.71 even though the five year total shareholder...

Earlier this month, Driven Brands Holdings Inc. updated its 2025 earnings guidance after divesting its international car wash business, now classified as discontinued operations, and projected revenue of US$1.85 billion to US$1.87 billion from continuing operations. This shift sharpens investor focus on the core service portfolio, giving a clearer view of how the remaining businesses are expected to perform financially. Next, we’ll examine how this divestiture-driven guidance update reshapes...

Earlier this week, Mastercard’s board raised its quarterly dividend by 14% to US$0.87 per share and authorized a new US$14.00 billion share repurchase program to follow the completion of its existing US$12.00 billion plan. These larger cash returns, alongside recent partnerships that expand digital payments reach, underline how Mastercard is leaning on strong cash generation to reward shareholders while reinforcing its network. Now we’ll explore how Mastercard’s larger dividend and massive...

Netskope (NTSK) just posted another heavy investing quarter for Q3 2026, with revenue at about $184 million and basic EPS at roughly -$1.85, while trailing 12 month revenue reached about $661 million and EPS sat near -$4.98. The company has seen quarterly revenue move from about $130 million in Q2 2025 to around $184 million in Q3 2026, as EPS shifted from roughly -$1.17 to -$1.85 over the same stretch. This has left investors firmly focused on when this top line traction will start easing...