U.S. Logistics Stock News

PulteGroup recently experienced a short-term pullback as investors reacted to past guidance for softer near-term earnings, a shrinking backlog, and an increasingly competitive homebuilding landscape ahead of its late-January 2026 earnings report. The tension between cautious expectations for order trends and profitability and some research pointing to strong balance sheet resilience and operational strength has left the market weighing near-term risks against longer-term potential. Against...

Apollo Global Management (APO) is in focus after expanding its private credit presence, including financing linked to xAI Corp, while also contending with sector wide redemption pressures and continuing to attract new capital. See our latest analysis for Apollo Global Management. At a share price of $143.88, Apollo’s recent xAI financing and ongoing private credit activity sit against a mixed share price record, with a 90 day share price return of 14.21%, a 1 year total shareholder return of...

In early January 2026, Albertsons Companies reported third-quarter fiscal 2025 results showing higher sales of US$19,123.7 million but lower net income of US$293.3 million, updated its full-year identical sales outlook, completed a US$1,430.55 million share repurchase program, and affirmed a US$0.15 quarterly dividend. Alongside the earnings release, Albertsons highlighted expanding digital and pharmacy initiatives and new in-store media measurement capabilities, underscoring its effort to...

Everest Group, Ltd. has appointed Christopher Kujawa as Executive Vice President and Chief Human Resources Officer, effective January 20, 2026, succeeding interim CHRO Gail Van Beveren, who is staying briefly to support a smooth transition. Kujawa’s track record leading large-scale HR transformation at financial and technology-enabled services firms suggests Everest is reinforcing its focus on workforce effectiveness and long-term value creation through human capital. Next, we’ll explore how...

AptarGroup (ATR) is back in focus after its LuerVax and Spray Divider nasal devices were selected for CastleVax’s Phase II intranasal COVID-19 vaccine trial, along with renewed attention on its Beat the Blink eye care platform. See our latest analysis for AptarGroup. Despite the fresh attention on its nasal vaccine and eye care platforms, AptarGroup’s share price has been relatively muted, with a 2.73% 1 month share price return and a 1.77% year to date share price return. The 1 year total...

In recent days, American Tower has been the focus of multiple analyst revisions that reassessed its growth outlook amid mixed macroeconomic conditions and evolving tower-leasing expectations ahead of its upcoming earnings report. While some analysts highlighted sector-specific risks such as lower leasing tied to EchoStar and comparisons with fixed income, they also pointed to improving supply-demand fundamentals and ongoing expectations for earnings and revenue growth, underscoring how...

Some Applied Digital Corporation ( NASDAQ:APLD ) shareholders may be a little concerned to see that the Chairman...

Despite an already strong run, MACOM Technology Solutions Holdings, Inc. ( NASDAQ:MTSI ) shares have been powering on...

Recent geopolitical shifts around Venezuela have pushed Exxon Mobil (XOM) back into focus for investors, as attention turns to its Guyana assets and its role in current oil market leadership. See our latest analysis for Exxon Mobil. At a share price of $129.89, Exxon Mobil has caught a tailwind from recent attention on Guyana and Venezuela, with a 30 day share price return of 11.31% and a 1 year total shareholder return of 19.89% suggesting momentum has been building rather than fading. If...

AtriCure (ATRC) recently issued a preliminary earnings update that pointed to a shift toward full year profitability in 2026, supported by guidance for revenue growth in the double digits and stronger adjusted EBITDA. See our latest analysis for AtriCure. The recent guidance and credit agreement amendment came after a sharp move higher around the earnings pre announcement. Yet the 1 year total shareholder return of 1.53% and 5 year total shareholder return of a 33.00% decline suggest only...

Getty Realty Corp. recently announced the detailed allocation of its 2025 common stock dividend distributions totaling US$1.88 per share, outlining how each of the four quarterly US$0.47 payments will be reported for tax purposes across ordinary income, capital gains, non-dividend distributions, and unrecaptured Section 1250 income. Alongside this, the company highlighted entering 2026 with full portfolio occupancy, strong rent collection, and over US$235 million of 2025 investment activity,...

Lennox International recently expanded its commercial HVAC footprint, opening a 763,000-square-foot Regional Distribution Center in Edgerton, Kansas, and ramping production in Arkansas and Mexico, while also rolling out enhanced digital tools like Commercial Quick Quote to speed emergency rooftop unit orders for contractors and dealers. The company also introduced its Dave Lennox Signature SLP99VK Gas Furnace with integrated refrigerant detection, dual-fuel capability, and smart-home...

Ford Motor (F) is back on investors’ radar after a recent price move, with the stock closing at $13.60. You might be asking whether that level still reflects the company’s fundamentals. See our latest analysis for Ford Motor. That recent pullback comes after a mixed stretch, with a 1 day share price return of 1.52% decline and a 7 day share price return of 3.06% decline, contrasting with a 90 day share price return of 8.28% and a 1 year total shareholder return of 43.49%. This suggests longer...

In early January 2026, MoonLake Immunotherapeutics reported that the FDA had provided positive Type B meeting feedback, allowing a Biologics License Application for sonelokimab in hidradenitis suppurativa to proceed in the second half of 2026 using existing MIRA, VELA-1 and VELA-2 trial data without additional HS trials. An important nuance is that while the FDA accepted the overall evidence package and emphasized inclusion of VELA-2 for safety, it ruled out using mechanistic data plus a...

Revvity (RVTY) has given investors two fresh data points to assess: new 2025 revenue guidance pointing to mid single digit growth and a collaboration with Eli Lilly that brings AI models into its Signals platform. See our latest analysis for Revvity. Revvity's shares have rebounded in the short term, with a 30 day share price return of 16.9% and a 7 day gain of 8.29%. However, longer term total shareholder returns remain weak, including a 1 year total shareholder return decline of 4.71%,...

Cinemark Holdings (CNK) has been drawing attention after a recent move in its share price, with the stock closing at US$23.93 as investors weigh its latest financial profile and recent return pattern. See our latest analysis for Cinemark Holdings. The recent pullback, with a 1-day share price return of a 2.17% decline, sits against a 30-day share price return of 7.45% and a 3-year total shareholder return of 116.45%. This suggests that longer term momentum remains stronger than recent trading...

Several analyst firms recently updated their views on Shoals Technologies Group (SHLS), noting growth in Battery Energy Storage System bookings, a record backlog, and leadership changes including the appointment of David Van Bibber as Chief Accounting Officer. See our latest analysis for Shoals Technologies Group. The recent management changes and BESS driven backlog story sit against a mixed price backdrop, with a 30 day share price return of 3.46% but a 90 day share price return of 11.55%,...

With no single headline event driving attention today, investors are watching WaterBridge Infrastructure (WBI) following recent price swings and mixed return patterns over the past week, month, and past three months. See our latest analysis for WaterBridge Infrastructure. Over the year to date, WaterBridge Infrastructure’s share price has moved to $21.55, with a 7 day share price return of 6.89% and a 90 day share price return of an 11.75% decline, which suggests recent momentum has cooled...

Phillips 66 and Kinder Morgan previously launched a second open season for the proposed Western Gateway refined products pipeline, offering remaining capacity, new origin points, and added access to the Los Angeles market through a joint tariff supported by reversing existing Kinder Morgan lines. By linking midcontinent refinery supplies to high-demand markets such as Phoenix, Las Vegas, and Los Angeles, the Western Gateway project reshapes Phillips 66's refined product logistics footprint...

Recent wins on a reported $3.5b Defense Threat Reduction Agency contract and a $120m Defense Information Systems Agency award have put Amentum Holdings (AMTM) on investors’ radar as they reassess the stock’s risk reward profile. See our latest analysis for Amentum Holdings. The recent contract wins and earnings beats come against a backdrop of strong momentum, with a 90 day share price return of 52.30% and a 1 year total shareholder return of 52.70% from a latest share price of $34.8. If...

In early January 2026, Apprise by Walker & Dunlop launched a national HUD/FHA multifamily valuation and market study practice group, led by industry veteran Nelson Pratt, MAI, while Walker & Dunlop also formed a US$250 million affordable housing bridge-lending joint venture with Pretium and arranged a US$112.5 million hotel refinancing in Brooklyn. This cluster of initiatives signals a deeper push into HUD-insured and affordable multifamily housing services, potentially reinforcing Walker &...

Rockwell Automation recently announced that THG Nutrition, part of THG PLC and home to Myprotein, has selected the cloud-based Plex Manufacturing Execution System to replace legacy systems, initially rolling it out at its Warrington, UK facility before extending it across multiple global sites. This win highlights how Rockwell’s Plex platform can unify data, improve real-time visibility, and support complex growth-by-acquisition models in highly regulated, multi-site nutrition...

Chevron and its partners previously reached a final investment decision to expand the Leviathan natural gas field offshore Israel, aiming to double production capacity to about 21 billion cubic meters per year through new wells, subsea infrastructure, and platform upgrades to support regional energy security for Israel, Egypt, and Jordan. At the same time, Chevron’s push for an expanded U.S. license in Venezuela could materially reshape its mix of gas and heavy oil assets across politically...

The digital payment sector is witnessing significant growth, driven by increased digitization in banking and heightened adoption of virtual cards. Technological innovations such as cloud-native solutions and fintech partnerships are pivotal in enhancing real-time customer onboarding and secure, personalized payment experiences. The Payment Card Issuance Software Market, projected to grow from $1.86 billion in 2024 to $3.18 billion by 2029, is an exemplar of this trend, fueled by rising demand...