U.S. Logistics Stock News

Rithm Capital recently announced a fixed-rate junior senior cumulative redeemable preferred stock offering, adding a new layer of fixed-income capital to its funding mix. Coming on the heels of its Paramount Group REIT and Crestline Management acquisitions, the deal underlines Rithm’s push to deepen real estate asset management and broaden its capital structure. We’ll now examine how this new preferred stock issuance, alongside the Paramount and Crestline integrations, may influence Rithm’s...

Fifth Third Bancorp (FITB) is back on investor radars after recent share price moves, with the stock closing at $48.52. That price now sits against a backdrop of mixed short term returns. See our latest analysis for Fifth Third Bancorp. That recent dip in the 1 day share price return of 1.52% and 7 day share price return of 2.53% comes after a stronger 90 day share price return of 13.05%. Meanwhile, the 1 year total shareholder return of 17.25% and 5 year total shareholder return of 82.12%...

Recently, Andersons has increased its earnings before interest and tax while keeping capital employed broadly unchanged, lifting its return on capital employed to 5.4% from prior losses. This shift suggests Andersons is extracting more profit from its existing asset base, raising questions about how it will reinvest to sustain these improved returns. We’ll now explore how Andersons’ improved return on capital employed may influence its existing investment narrative built around renewables...

Interest in Booking Holdings (BKNG) is being shaped by two Agoda updates: the launch of its AI-powered Booking Form Bot to support travelers at checkout, and reported growth in family travel searches for Vietnam. See our latest analysis for Booking Holdings. At a share price of $5,391.52, Booking Holdings has had a relatively steady year, with a 6.11% 90 day share price return and a 13.66% 1 year total shareholder return. These figures suggest momentum has been building over time as investors...

In its fiscal second quarter ended November 30, 2025, Applied Digital reported US$126.59 million in revenue, sharply higher than a year earlier, while reducing its net loss to US$19.08 million and announcing new long-term hyperscale data center leases backed by substantial debt and preferred equity funding. By pairing rapid AI-focused data center buildouts with multi-year hyperscaler contracts and a planned cloud spin-off, Applied Digital is reshaping its business model around recurring...

Piper Sandler recently downgraded BorgWarner to a more cautious rating amid broad analyst activity as the company continues its shift toward electric vehicle components alongside its combustion-vehicle parts business. This reassessment highlights how BorgWarner’s dual exposure to emerging EV platforms and legacy combustion technologies is becoming a central focus for analysts and investors. We’ll now examine how Piper Sandler’s more cautious stance during BorgWarner’s EV transition could...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

BellRing Brands (BRBR) has drawn fresh attention after recent trading, with the stock showing a 6.9% decline over the past day and double digit negative returns over the past month and past three months. See our latest analysis for BellRing Brands. With the share price now at $23.10 and a 30 day share price return of 27.7% decline alongside a 1 year total shareholder return of 67.7% decline, recent weakness suggests momentum has been fading as investors reassess growth prospects and risk. If...

GameStop recently approved a massive performance-based stock option package for CEO Ryan Cohen, tied to ambitious market capitalization and EBITDA milestones, while also announcing the closure of about 296 stores to streamline its brick-and-mortar footprint. This combination of aggressive cost-cutting and an incentive plan that could be worth up to US$35 billion underscores management’s commitment to tying leadership rewards directly to long-term financial outcomes. Next, we’ll examine how...

Teradyne recently reported third-quarter fiscal 2025 results with revenue and non-GAAP earnings per share near the upper end of its guidance, while issuing strong fourth-quarter revenue and earnings forecasts supported by ongoing demand for its automated test equipment and robotics. The company’s positioning in AI-related semiconductor testing and advanced robotics, reinforced by robust institutional interest, highlights how its test and automation tools are increasingly embedded in the...

Redwire Corporation recently retired the Edge Autonomy brand, reorganized into two segments spanning space and defense technologies, and earlier this month completed payload integration for the European Space Agency’s Syndeo-3 mission using its Hammerhead LEO platform and ADPMS-3 avionics. Together, the brand unification and ESA milestone highlight Redwire’s effort to present a clearer two-segment business model while reinforcing its role as a prime contractor in European space...

Spyre Therapeutics (SYRE) is back on investor radar after management outlined six planned proof of concept readouts for 2026 and reported faster enrollment in its SKYLINE ulcerative colitis trial, alongside appointing experienced commercial leader Kate Tansey Chevlen as CCO. See our latest analysis for Spyre Therapeutics. The share price has reacted quickly to the clinical and leadership updates, with a 1-day share price return of 7.15% and a 90-day share price return of 47.81%. The 1-year...

Neogen Corporation recently reported past second-quarter fiscal 2026 results showing revenue of US$224.69 million versus US$231.26 million a year earlier, with the quarterly net loss shrinking to US$15.92 million and first-half fiscal net income reaching US$20.41 million. The company also raised its full-year 2026 revenue outlook to US$845 million–US$855 million and outlined cost-saving initiatives, portfolio divestitures, and new senior leadership appointments to reshape its Food Safety...

Recent commentary has put Corning in the spotlight, with Jim Cramer highlighting its role in replacing copper wiring in data centers and several analysts reiterating positive views on the company’s position in advanced glass, ceramics, and optical technologies. At the same time, options data show large investors taking cautious positions, underscoring how divided sentiment remains even as Corning is increasingly framed as a key beneficiary of data center and AI-related infrastructure...

Meta Platforms stock: event driven snapshot Meta Platforms (META) has attracted investor attention recently without a specific headline event driving the move, so the focus shifts to how its current share price and fundamentals line up for long term holders. See our latest analysis for Meta Platforms. The recent pullback, including a 1 day share price return of 1.70% decline and a 90 day share price return of 10.53% decline, sits alongside a 1 year total shareholder return of 8.37% and a very...

Duolingo (DUOL) shares recently moved after the company announced a CFO transition and released preliminary fourth quarter metrics, combining leadership change with fresh operating data and a renewed emphasis on long term product investment. See our latest analysis for Duolingo. The CFO transition and Q4 update landed against a sharp pullback in the shares, with a 90 day share price return of 52.58% decline and a 1 year total shareholder return of 48.25% decline. This suggests recent momentum...

Breggz’s new Zohn-1 wireless in-ear hearables, the first to secure IMAX Enhanced certification, push IMAX (IMAX) further into personal audio and extend its cinema brand into a fresh consumer device category. See our latest analysis for IMAX. The Breggz partnership lands after a strong run for existing IMAX formats in theaters. It comes as the shares trade at US$34.09 with a 30 day share price return of a 10.69% decline but a 1 year total shareholder return of 49.45%, suggesting shorter term...

Q3 earnings beat sets the tone Hayward Holdings (HAYW) recently reported third quarter 2025 results with earnings and revenue ahead of market forecasts, a combination that often shapes how investors think about both the stock and the underlying pool equipment business. See our latest analysis for Hayward Holdings. At a share price of $16.35, Hayward Holdings has seen a 90 day share price return of 5.89% and a 1 year total shareholder return of 14.26%. This suggests momentum has been building...

In recent days, Veralto announced an agreement to acquire In-Situ, a global environmental water measurement and monitoring company, alongside board authorization for a US$750 million share repurchase program, with the In-Situ deal expected to close in the first quarter of 2026. These moves highlight Veralto’s push deeper into higher-value water analytics while using share buybacks to adjust its capital allocation and ownership base. Next, we’ll examine how the new US$750 million share...

Alamo Group Inc. recently announced that its Board of Directors raised the quarterly dividend to US$0.34 per share, an increase of US$0.04, with the January payout made on January 29, 2026 to shareholders of record as of January 16, 2026. This higher dividend underscores management’s emphasis on returning cash to shareholders and may be viewed as an indication of financial resilience. We’ll now examine how this higher quarterly dividend and cash-return focus feeds into Alamo Group’s existing...

Madison Square Garden Entertainment recently reported that its 2025 Christmas Spectacular Starring the Radio City Rockettes achieved its highest attendance in 25 years, while Anheuser‑Busch and the MSG Family of Companies announced an expanded multi‑year sponsorship that makes Anheuser‑Busch an Official Sponsor across MSG’s key sports and entertainment assets. Together, the record-setting Rockettes season and broader Anheuser‑Busch partnership highlight how MSG Entertainment is deepening...

Natural Resource Partners LP recently reached a new 52-week high around US$111.15, following previously reported strong third-quarter 2025 earnings that highlighted resilient operations and disciplined financial management. This combination of a technical milestone and solid quarterly performance underscores how operational stability can reinforce investors’ perception of the partnership’s financial health. Next, we’ll examine how Natural Resource Partners’ strong third-quarter earnings may...

HP (HPQ) has just put AI hardware at the center of its story, using CES 2026 to showcase the EliteBoard G1a keyboard PC, refreshed EliteBook X G2 business laptops, and expanded OmniBook and HyperX gaming lines. See our latest analysis for HP. Despite the CES 2026 product launches around AI PCs, business laptops, and gaming gear, HP’s recent market performance has been weak, with a 30 day share price return of a 14.39% decline and a 1 year total shareholder return of a 32.19% decline. This...

Ave Maria Growth Fund’s decision to initiate a new position in Entegris (ENTG) and highlight it as a top holding has drawn fresh attention to the stock and its role in semiconductor manufacturing. See our latest analysis for Entegris. At a share price of $101.84, Entegris has seen a 10.04% 1 month share price return and 13.71% year to date, while its 3 year total shareholder return of 29.43% contrasts with a 5 year total shareholder return of a 5.32% decline. This suggests momentum has been...