U.S. Logistics Stock News

NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon AMZN Margin Expansion Challenges Skeptics On Earnings Quality Concerns

Amazon.com (AMZN) just wrapped up FY 2025 with Q4 revenue of US$213.4b and basic EPS of US$1.98, alongside Q4 net income of US$21.2b, all set against trailing 12 month revenue of US$716.9b and basic EPS of US$7.29. The company has seen quarterly revenue move from US$187.8b in Q4 2024 to US$213.4b in Q4 2025, while basic EPS went from US$1.90 to US$1.98 over the same period. Trailing net profit margin at 10.8% versus 9.3% a year earlier frames a story of earnings power that investors will...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Trump Media Token Plan Puts Shareholder Loyalty And Fundamentals In Focus

Trump Media & Technology Group confirmed it plans to launch a shareholder digital token initiative. The company has set an official record date that will determine which shareholders are eligible. Management has said more information on how the token will work and be distributed will be provided at a later time. For investors following Trump Media & Technology Group, ticker NasdaqGM:DJT, the token announcement arrives with the stock trading at about $11.455. The share price comes after...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWXT’s New Uranium Enrichment Hub Might Change The Case For Investing In BWX Technologies (BWXT)

In late January 2026, BWX Technologies opened its Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee, a core hub for designing, engineering, fabricating and testing advanced gas centrifuge machines tied to the US$1.50 billion National Nuclear Security Administration program to rebuild fully domestic uranium enrichment capacity for defense fuel. This facility deepens BWXT’s role at the center of US national security and energy security efforts by anchoring a domestic...
NYSE:ANF
NYSE:ANFSpecialty Retail

Did Analyst Optimism and NFL Partnership Momentum Just Shift Abercrombie & Fitch's (ANF) Investment Narrative?

In recent weeks, UBS reiterated its positive view on Abercrombie & Fitch after conversations at the ICR Conference, citing strong brand fundamentals and fourth-quarter results that exceeded expectations with revenue growth across both Abercrombie and Hollister. Abercrombie & Fitch has also been deepening customer engagement through its NFL partnership, including Super Bowl-themed collections and an invite-only fashion presentation that blend sports fandom with fashion-focused product...
NasdaqGS:WDFC
NasdaqGS:WDFCHousehold Products

WD-40 (WDFC) Valuation Check After Recent Pullback And Strong Longer Term Returns

WD-40 at a glance WD-40 (WDFC) has drawn fresh attention after recent share price moves, with the stock closing at $238.53 and posting mixed short and longer term returns that may prompt investors to reassess expectations. See our latest analysis for WD-40. The sharp 5.7% 1 day share price pullback comes after a stronger run, with a 30 day share price return of 19.9% and a 3 year total shareholder return of 44.4%. This suggests longer term momentum remains intact despite recent volatility. If...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

How Investors Are Reacting To TG Therapeutics (TGTX) New BRIUMVI Real-World Data And Pediatric Trials

TG Therapeutics recently presented new data on its marketed multiple sclerosis therapy BRIUMVI at the ACTRIMS annual forum in San Diego, including findings from the ENABLE real-world study in adults with relapsing MS. The company also highlighted ongoing Phase 2 and Phase 3 trials of ublituximab in children and adolescents, underscoring its push to extend BRIUMVI’s clinical footprint across age groups. Next, we’ll examine how this fresh real-world BRIUMVI evidence shapes TG Therapeutics’...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

CleanSpark (CLSK) Q1 Loss Of US$378.7 Million Tests Bullish Profitability Narratives

CleanSpark (CLSK) just posted its Q1 2026 numbers, with revenue of US$181.2 million and a basic EPS loss of US$1.35, while trailing twelve month revenue sat at US$785.2 million and TTM basic EPS was a loss of US$0.95. Over the past year, revenue has moved from US$378.97 million on a TTM basis in Q4 2024 to US$785.19 million in Q1 2026. Over the same period, EPS shifted from a quarterly profit of US$0.90 in Q3 2025 to a quarterly loss of US$1.35 in the latest period. The mix of higher revenue...
NYSE:AGM
NYSE:AGMDiversified Financial

A Look At Federal Agricultural Mortgage (AGM) Valuation As Investors Reassess Recent Share Price Performance

Why Federal Agricultural Mortgage is on investors’ radar Federal Agricultural Mortgage (AGM) has drawn fresh attention after recent share price moves, with a small gain over the past week contrasting with weaker returns over the month and past year. For investors, that mixed performance is a prompt to look more closely at how the current valuation lines up with the company’s profitability, its longer term return record, and its role in the U.S. rural credit system. See our latest analysis for...
NYSE:RAL
NYSE:RALElectronic

Ralliant (RAL) Is Down 25.4% After Huge Goodwill Impairment Triggers Surprise 2025 Net Loss

Ralliant Corporation recently reported past fourth-quarter and full-year 2025 results, swinging from profit to a US$1.37 billion quarterly net loss and US$1.22 billion full-year net loss, largely due to a very large non-cash goodwill impairment tied to its EA Elektro-Automatik business, while also affirming a US$0.05 per-share quarterly dividend and highlighting a fully unused US$200 million share repurchase authorization. Management emphasized that, despite these heavy impairment-driven...
NYSE:U
NYSE:USoftware

Unity Software Faces AI Test As Google Launches Project Genie

Google has launched Project Genie, an AI tool aimed at creating virtual worlds, directly entering a core market for Unity Software (NYSE:U). The launch has raised questions about future competition for Unity's Create platform, a key product for game and 3D content developers. Unity's CEO has publicly addressed these concerns, pointing to current technical limits of AI tools and underlining the role of professional engines in game development. Unity Software sits at the center of real time...
NasdaqGS:APLD
NasdaqGS:APLDIT

Applied Digital Deepens AI Lease Commitments And Data Center Buildout

Applied Digital has recently secured multibillion dollar, long term leases for AI data center capacity. The company has started construction on a large new data center campus to support expanding AI workloads. An additional lease at the new Polaris Forge 2 site with a major hyperscaler or AI cloud provider is described as imminent. Applied Digital, NasdaqGS:APLD, sits at the center of growing demand for AI ready infrastructure, with its share price at $34.95. The stock has seen a 3.2%...
NasdaqGS:STGW
NasdaqGS:STGWMedia

Is Stagwell's (STGW) New Owned Media CEO a Signal of Deeper Portfolio Strategy Shifts?

Stagwell recently appointed Ben Berentson as CEO, Owned Media, to lead the operations and expansion of its owned media portfolio, including Ink, ReachTV, RealClearPolitics, and future initiatives, drawing on his 20-plus years of digital media experience at Forbes, Condé Nast, and Stagwell’s Code and Theory. This move elevates owned media as a core business engine within Stagwell’s global network, signaling a clearer focus on building value from in-house media assets rather than relying...
NYSE:EMR
NYSE:EMRElectrical

Emerson Electric (EMR) Valuation Check After Earnings Beat And Higher EPS Guidance

Emerson Electric (EMR) just paired an earnings beat with a higher adjusted EPS outlook, supported by demand across North America, India and the Middle East, as well as fresh momentum in AI-enabled software and industrial IoT recognition. See our latest analysis for Emerson Electric. The latest earnings beat and guidance lift have come alongside a strong run in the shares, with a 10.71% 1 month share price return and a 28.70% 1 year total shareholder return suggesting that momentum is...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM) Valuation Check After Recent Share Price Weakness

Humana stock after recent weakness Humana (HUM) has come under pressure recently, with the stock showing negative returns over the past month and past 3 months. That price move is prompting some investors to reassess the health insurer’s current valuation. See our latest analysis for Humana. At a share price of US$193.94, Humana’s recent 30 day share price return of 29.49% and year to date share price return of 26.67% contrast with a 1 year total shareholder return of 28.32%. This suggests...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

What Freshpet (FRPT)'s New CFO and Supply Chain Chief Means For Shareholders

Freshpet has appointed John O’Connor, a veteran finance leader from Zoetis and Thrive Pet Healthcare, as Chief Financial Officer effective February 9, 2026, while Ana Lopez, formerly a senior supply chain executive at Unilever, became Senior Vice President of Supply Chain on February 2, 2026. These hires bring deep pet care finance and large‑scale food supply chain expertise into Freshpet’s leadership bench, potentially reshaping how the company manages growth, costs, and operational...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta Leans Into AI Video As Reality Labs Shift Creates Valuation Question

Meta Platforms (NasdaqGS:META) has launched public testing of Vibes, a standalone app focused on AI generated and AI remixed video content. The company is pairing the Vibes rollout with a shift toward AI exclusive content creation across its ecosystem. At the same time, Meta is restructuring its Reality Labs division, including large scale layoffs and the closure of three VR gaming studios. Meta Platforms, trading at $661.46, is making a clear move to put AI at the center of its consumer...