U.S. Logistics Stock News

NYSE:KBR
NYSE:KBRProfessional Services

Is KBR (KBR) Pricing Reflect Its DCF And Earnings-Based Valuation Estimates Today

If you are wondering whether KBR's current share price lines up with its underlying worth, you are not alone and this article is here to help you size up that question quickly. KBR closed at US$40.90, with returns of 4.1% decline over 7 days, 7.7% decline over 30 days, a 1.0% gain year to date, and a 22.2% decline over 1 year, while the 5 year return sits at 36.7% and the 3 year return at 18.4% decline. Recent coverage around KBR has focused on its position in the commercial services space...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Halozyme Biotech Acquisitions And M&A Plan Weigh On Valuation Case

Halozyme Therapeutics (NasdaqGS:HALO) has acquired three biotech startups as part of a broader push to expand its business. The company highlighted these transactions alongside fresh CEO commentary on how it is approaching M&A. The deals arrive at a time of faster consolidation activity across the biotech sector. Halozyme focuses on drug delivery and biotechnology platforms, and these new acquisitions signal a clear push to widen its reach within the sector. For investors watching biotech,...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

A Look At FTAI Aviation (FTAI) Valuation After Jefferies Upgrade And Leadership Changes

Why this management shake up matters for FTAI Aviation FTAI Aviation (FTAI) sits at an interesting crossroads after Jefferies raised its outlook and the board appointed David Moreno as President and Stacy Kuperus as principal operating officer. For you as an investor, these moves connect analyst confidence with leadership that has already been closely involved in the company’s aviation and power related businesses. See our latest analysis for FTAI Aviation. FTAI Aviation’s recent management...
NYSE:KVYO
NYSE:KVYOSoftware

Klaviyo (KVYO) Turns Q4 Profit As EPS Beat Tests Profitability Skeptics

Klaviyo (KVYO) has capped FY 2025 with Q4 revenue of US$350.2 million and basic EPS of US$0.02, while on a trailing twelve month basis the business generated US$1.2 billion of revenue and a net loss of US$31.8 million. The company has seen quarterly revenue move from US$270.2 million in Q4 FY 2024 to US$350.2 million in Q4 FY 2025, and basic EPS shift from a loss of US$0.10 to a small profit of US$0.02 over the same period. This sets up an earnings season story that hinges on how durable this...
NasdaqGS:OLMA
NasdaqGS:OLMABiotechs

Is Olema (OLMA) Balancing Leadership Change and New Wall Street Attention to Refine Its Strategy?

In late January 2026, Olema Pharmaceuticals announced the departure of Chief Operating and Financial Officer Shane Kovacs, with CEO Dr. Sean P. Bohen stepping in as interim Principal Financial Officer while the company searches for a new CFO. Ahead of its recent presentation at Guggenheim Securities’ Emerging Outlook: Biotech Summit 2026 in New York, Olema also drew fresh attention from Wall Street as Stifel initiated analyst coverage with a positive view on the company. Next, we’ll examine...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

Is It Time To Reassess First Merchants (FRME) After Recent Share Price Stability?

If you are looking at First Merchants and wondering whether the current share price still represents good value, you are not alone. The stock last closed at US$42.05, with returns of 0.5% over the past 7 days, 11.7% over 30 days, 12.1% year to date and a 1% decline over the past year, which may signal changing expectations around its prospects and risk. This article was prompted by Simply Wall St's evergreen coverage of First Merchants, which periodically refreshes to keep valuation and...
NYSE:IBM
NYSE:IBMIT

IBM Extends AI In Storage And Security As Investors Weigh Impact

IBM launched its next generation FlashSystem storage platform, adding AI powered automation and expanded security features. IBM's QRadar security suite integrated external threat intelligence platform Criminal IP, connecting new data sources directly into existing security workflows. These updates target both data resilience and cyber defense for enterprise clients across storage and security operations. International Business Machines (NYSE:IBM) is pushing further into enterprise...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Is It Too Late To Consider Tradeweb Markets (TW) After Recent Electronic Trading Headlines?

If you are wondering whether Tradeweb Markets is pricing in too much optimism or not enough, the next sections will walk through what the current share price might be implying about the business. The stock recently closed at US$115.02, with returns of 14.1% over the last 7 days, 9.6% over the last 30 days, 8.3% year to date, 53.8% over 3 years and 73.0% over 5 years. The 1 year return sits at a 9.0% decline. Recent news coverage around Tradeweb Markets has focused on its role as an...
NYSE:RTX
NYSE:RTXAerospace & Defense

Is RTX (RTX) Fairly Priced After Strong Multi‑Year Share Price Gains

If you are wondering whether RTX at around US$196.51 is offering fair value or stretching expectations, you are not alone. This article is built to help you frame that question clearly. Over the short term the stock has been relatively steady, with a 0.1% decline over 7 days and a 1.4% return over 30 days, while longer term returns of 4.9% year to date, 57.9% over 1 year and 107.2% over 3 years put recent price action in a broader context. Recent headlines around RTX have focused on its role...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Assessing KLA (KLAC) Valuation After Strong Q2 Results And Shareholder Return Updates

KLA (KLAC) drew fresh attention after reporting fiscal second quarter results with year over year growth in revenue and net income, along with new guidance, a US$1.90 dividend declaration, and completed share repurchases. See our latest analysis for KLA. The recent earnings release, dividend affirmation and progress on the buyback program have arrived alongside strong price momentum, with a 1-day share price return of 3.40%, a 7-day share price return of 11.15% and a 1-year total shareholder...
NYSE:ALLE
NYSE:ALLEBuilding

Does Allegion’s 12th Dividend Hike Reveal a Deeper Capital Allocation Shift for ALLE?

Allegion plc recently declared a quarterly dividend of US$0.55 per ordinary share, an 8% increase from 2025 and its 12th consecutive annual dividend raise, payable on March 31, 2026 to shareholders of record on March 13, 2026. This extended streak of rising dividends highlights Allegion’s ongoing focus on returning cash to shareholders while signaling confidence in its ability to sustain such payouts. With Allegion’s 8% dividend increase underscoring its emphasis on shareholder returns,...
NYSE:MNTN
NYSE:MNTNMedia

MNTN (MNTN) Turns First Quarterly Profit And Tests Bullish Narratives

MNTN (MNTN) has put a cleaner set of numbers on the table for FY 2025 so far, with Q3 revenue of US$70.0 million and basic EPS of US$0.09 off net income of US$6.4 million, against a trailing twelve month backdrop that still shows a loss of US$44.9 million on revenue of US$272.8 million and EPS of US$1.25. The company has seen quarterly revenue move from US$54.8 million in Q2 2024 to US$70.0 million in Q3 2025. EPS has swung across losses of US$0.69, US$1.41 and US$0.65 in early FY 2025 before...
NasdaqGS:APP
NasdaqGS:APPSoftware

AppLovin Rebound Highlights AI Adtech Pivot After Short Seller Retraction

AppLovin (NasdaqGS:APP) shares surged after short-seller CapitalWatch fully retracted and apologized for past money laundering allegations against a major shareholder. The retraction removed a reputational overhang that had lingered over the company and its leadership. The reversal came alongside strong Q4 results, with revenue and earnings that the company highlighted as evidence of its business momentum. Management also emphasized continued progress in shifting the business from mobile...
NYSE:EW
NYSE:EWMedical Equipment

Edwards Lifesciences (EW) Margin Compression To 17.5% Tests Premium P/E Narrative

Edwards Lifesciences FY 2025 earnings snapshot Edwards Lifesciences (EW) has wrapped up FY 2025 with fourth quarter revenue of US$1,569.6 million and basic EPS of US$0.11, setting the tone for how investors assess the latest stretch of results. The company has seen revenue move from US$1,385.8 million in Q4 2024 to US$1,569.6 million in Q4 2025, while basic EPS over that same period went from US$0.59 to US$0.11. This puts the focus squarely on how efficiently those sales are translating into...
NYSE:NRG
NYSE:NRGElectric Utilities

Is It Too Late To Consider NRG Energy (NRG) After Its 58% One-Year Surge?

If you are wondering whether NRG Energy at about US$160.63 still offers value after a strong run, this article walks through how its current price lines up against different ways of thinking about valuation. The stock has moved around recently, with returns of 11.6% over the last 7 days, 7.9% over the last 30 days, a 3.3% decline year to date, and 58.4% over the last year, alongside a very large return over the last 3 years and 365.3% over 5 years. These moves sit against a backdrop of...
NYSE:ASA
NYSE:ASACapital Markets

Is Saba’s Bigger Stake Quietly Rewriting ASA Gold and Precious Metals’ (ASA) Governance Playbook?

ASA Gold and Precious Metals Limited has reported full-year 2025 results, with revenue of US$3.98 million and net income of US$664.07 million, while major shareholder Saba Capital Management recently increased its stake by purchasing shares worth about US$2 million. Saba Capital Management now holds 5,641,246 ASA shares, a very large position that can meaningfully influence governance, capital allocation priorities, and investor perception. We’ll now examine how Saba Capital’s larger...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

Millicom Weighs Growth And Balance Sheet In Chile Telefonica Deal

Millicom International Cellular, ticker NasdaqGS:TIGO, has agreed to acquire Telefonica's Chilean operations in partnership with NJJ. The deal hands Millicom immediate operational control in Chile while keeping a phased structure for eventual full ownership. The transaction is designed to give Millicom greater South American scale while seeking to protect its balance sheet. For investors watching NasdaqGS:TIGO, this deal comes at a time when the stock is trading at $64.57 after a very large...
NYSE:DGX
NYSE:DGXHealthcare

Quest Diagnostics MRD Blood Test May Support Growth In Higher Value Oncology

Quest Diagnostics (NYSE:DGX) has introduced a blood based minimal residual disease test for multiple myeloma that uses advanced flow cytometry. The company reports that the assay offers sensitivity comparable to next generation sequencing with a lower expected cost and less invasive sampling. FDA draft guidance recognizes minimal residual disease as an endpoint in multiple myeloma clinical trials, supporting broader use of MRD testing in research. For you as an investor, this development...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

A Look At Construction Partners (ROAD) Valuation After Strong Q1 Results And Upgraded Outlook

Construction Partners (ROAD) has just combined a strong quarterly update with a raised full year outlook, after reporting higher first quarter sales and a move from loss to profit compared with a year earlier. See our latest analysis for Construction Partners. The strong quarterly beat and upgraded guidance have coincided with a sharp pick up in momentum, with a 1 month share price return of 14.62% and a 1 year total shareholder return of 66.51% building on a very large 5 year total...
NYSE:GEO
NYSE:GEOCommercial Services

Record Contracts, Rising Earnings And New CEO Could Be A Game Changer For GEO Group (GEO)

The GEO Group, Inc. has reported its fourth-quarter and full-year 2025 results, with revenue rising to US$707.7 million for the quarter and US$2.63 billion for the year, alongside higher net income and earnings per share, and has issued 2026 guidance as well as confirming an upcoming CEO transition. Management also highlighted 2025 as the strongest year in the company’s history for new contract wins, with these agreements expected to add roughly US$520 million in annualized revenue and shape...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Grab’s First Profitable Year Resets Capital Returns And Growth Plans

Grab Holdings (NasdaqGS:GRAB) reports its first full year of net profit. The company launches a $500 million share buyback program. Grab announces the acquisition of Stash Financial to expand into wealth services. Grab partners with Hesai Technology to distribute lidar products across Southeast Asia. Grab Holdings is moving through a major shift, pairing its first full year of net profit with several new capital and business moves. The share price sits at $4.23, with a 3 year return of...