U.S. Logistics Stock News

Globus Medical, Inc. recently reported preliminary unaudited results showing fourth-quarter 2025 sales of about US$823.2 million and full-year 2025 sales of roughly US$2.94 billion, while setting 2026 revenue guidance between US$3.18 billion and US$3.22 billion. Management highlighted strong contributions from U.S. Spine and Enabling Technologies plus ongoing integration of the NuVasive and Nevro acquisitions as key supports for its higher-than-expected 2026 revenue and earnings...

In recent days, UBS upgraded Gap from Neutral to Buy, highlighting the company’s progress in beauty and handbags and improving trends at Athleta, against a backdrop of eight consecutive quarters of comparable sales growth at Old Navy and Gap. Analyst optimism has also coincided with lower short interest and stronger customer traffic, pointing to a growing belief that Gap’s turnaround efforts are gaining traction across key brands. We’ll now examine how this renewed analyst confidence,...

Macy's (M) has confirmed it will close 14 stores this year as part of its Bold New Chapter plan to shutter about 150 department stores by 2026, concentrating investment in higher performing locations. See our latest analysis for Macy's. The store closures sit against a mixed but improving share price picture, with a 32.78% 90 day share price return and 53.36% 1 year total shareholder return suggesting momentum has been building recently. If Macy's footprint rethink has you reassessing retail,...

Visteon (VC) has just used CES 2026 to showcase a cluster of AI-focused products, including its Snapdragon-based High-Performance Compute cockpit platform, an NVIDIA powered AI-ADAS module, and a new TomTom cognitoAI integration. See our latest analysis for Visteon. Despite the flurry of CES announcements around AI cockpits and ADAS, Visteon’s recent share price has been subdued, with a 90 day share price return showing a 9.37% decline and a 3 year total shareholder return reflecting a 28.28%...

In recent days, Barclays initiated coverage on RLJ Lodging Trust with a Sell rating, coinciding with a period of increased insider selling activity. This combination of cautious analyst sentiment and insiders reducing exposure may raise fresh questions about how investors perceive RLJ Lodging Trust’s prospects. We’ll now look at how Barclays’ cautious stance and insider selling could shape RLJ Lodging Trust’s broader investment narrative for investors. The end of cancer? These 29 emerging...

If you have ever wondered whether Berkshire Hathaway is fairly priced or still offering value, this breakdown is designed to give you a clear, no nonsense view of what you are paying for each share. The Class B stock recently closed at US$499.10, with returns of 0.5% over the last week, roughly flat at a 0.1% decline over the past month, and 0.5% year to date. The 1 year, 3 year, and 5 year returns sit at 12.8%, 57.1%, and 113.8% respectively. Recent attention on Berkshire has continued to...

Arcos Dorados Holdings (ARCO) recently reported third quarter results that showed year-on-year revenue growth but fell short of analyst forecasts, while earnings per share exceeded expectations and same-store sales came in weaker than anticipated. See our latest analysis for Arcos Dorados Holdings. The mixed third quarter update has landed against a backdrop of improving share price momentum, with Arcos Dorados posting a 90 day share price return of 13.71% and a 1 year total shareholder...

Wyndham Hotels & Resorts (WH) is drawing attention after outlining plans to roll out about 100 Super 8 properties across key Saudi Arabian cities over the next decade using modular, sustainability focused construction. See our latest analysis for Wyndham Hotels & Resorts. Against this expansion announcement, Wyndham Hotels & Resorts’ share price sits at US$81.11, with a 7.8% year to date share price return and a 5.2% 3 month share price return suggesting some recent momentum, even though the...

If you are wondering whether Sabra Health Care REIT is offering fair value at today's price, you are not alone. This article is built to help you weigh what the current share price might mean for you as an investor. The stock last closed at US$19.28, with returns of 0.7% over the past week, 0.5% over the past month, 0.7% year to date, 24.4% over the past year, 87.0% over three years, and 64.9% over five years. These figures may have caught the eye of investors thinking about growth potential...

Cleveland-Cliffs (CLF) is back in focus after a sharp selloff driven by a KeyBanc downgrade was followed by a Morgan Stanley upgrade tied to its POSCO partnership, with technicals highlighting oversold conditions and meaningful short interest. See our latest analysis for Cleveland-Cliffs. The sharp selloff around the KeyBanc downgrade, followed by a rebound after the Morgan Stanley upgrade and POSCO news, comes against a backdrop where the 1-year total shareholder return of 28.89% contrasts...

In recent days, analysts have refocused on Norfolk Southern ahead of its now-past January 29, 2026 fourth-quarter earnings release, where expectations centered on a modest profit-per-share decline despite earlier operational gains. At the same time, the company continues to manage legal, regulatory, and reputational consequences from earlier train derailments that have heightened its overall risk profile. For investors, the tension between improving safety and efficiency initiatives and the...

Recent performance snapshot Omnicell (OMCL) has drawn fresh attention after a recent run in the share price, with the stock last closing at $50.74 and posting double digit gains over the past month and over the past three months. See our latest analysis for Omnicell. That recent rally sits within a mixed picture, with a 1 year total shareholder return of 20.01% contrasting with a 3 year total shareholder return decline of 11.08% and a 5 year total shareholder return decline of 57.95%. This...

In recent days, analysts have reiterated generally positive views on Webster Financial while the company appointed Kristen Antonopoulos as Chief Accounting Officer, succeeding Gregory S. Madar who remains Senior Managing Director, Corporate Controller. This combination of reaffirmed analyst confidence and fresh leadership in a core finance role highlights how governance and external perceptions can shape investor expectations for Webster Financial. Next, we will examine how Antonopoulos’s...

Primo Brands (PRMB) has caught investor attention after recent trading, with the share price at $17.99 and mixed total returns, including about 11% over the past week and a roughly 41% decline over the past year. See our latest analysis for Primo Brands. The recent 11.1% 7-day share price return comes after a difficult period, with the 1-year total shareholder return down about 40.6% and momentum still rebuilding from that weaker longer-term performance. If Primo Brands has you reassessing...

EyePoint (EYPT) is back in focus after a recent corporate update on DURAVYU, outlining progress in Phase 3 trials for wet age related macular degeneration and diabetic macular edema, along with preparations for a potential NDA filing. See our latest analysis for EyePoint. Despite the recent DURAVYU update and funding progress, EyePoint’s share price has been volatile, with a 1 day share price return of a 5.0% decline and a 7 day share price return of a 7.2% decline. However, the 90 day share...

Freedom Capital’s new coverage of Gambling.com Group (GAMB), focused on sports data services and revised revenue guidance, has pushed the stock into the spotlight for investors tracking online gambling and data driven revenue models. See our latest analysis for Gambling.com Group. The recent initiation of coverage comes at a time when Gambling.com Group’s 90 day share price return of 31.66% decline and 1 year total shareholder return of 62.46% decline signal fading momentum, even as sports...

In the past quarter, Fastly reported stronger-than-expected results, highlighting its edge cloud and content delivery platform while still posting operating losses and facing customer churn. Beneath the headline beat, modest net revenue retention and comparatively low gross margins underscored ongoing questions about the company’s long-term profitability model. We’ll now examine how these better-than-expected results, alongside concerns over customer retention, reshape Fastly’s existing...

If you are wondering whether NIO at around US$4.64 is a bargain or a value trap, you are not alone. A closer look at how the market is pricing the stock can help frame that question. The share price has seen mixed returns, with a 9.7% decline over the last 7 days, a 7.8% decline over the last 30 days, a 9.7% decline year to date, but an 11.3% gain over the last year, while longer term holders have sat through a 60.7% three year decline and a 91.8% five year decline. These swings have kept...

In recent days, Ecolab has drawn fresh attention as William Blair analyst Tim Mulrooney reiterated a buy rating while short interest in the stock inched higher but remained well below sector averages. At the same time, Ecolab’s double ‘A’ score from CDP for water and climate leadership highlights how its sustainability profile is becoming a core part of the investment story. Next, we’ll examine how Ecolab’s renewed analyst support and CDP double ‘A’ rating may influence its existing...

Norwegian Cruise Line Holdings recently expanded its private island Great Stirrup Cay with new lagoon, adult-only, and family amenities, while a federal appeals court paused Hawaii’s planned climate tax on cruise passengers, easing a potential cost headwind for its itineraries there. At the same time, the company’s Oceania brand is sharpening its adults-only, luxury positioning and unveiling higher-end suite offerings, underscoring a broader push toward differentiated, experience-led...

What triggered the latest move in OSI Systems stock? OSI Systems (OSIS) is back in focus after its Security division secured an international order of about US$30 million to provide RF based communication and surveillance systems for multi year naval operations. See our latest analysis for OSI Systems. At a share price of US$278.92, OSI Systems has seen momentum build recently, with a 7 day share price return of 9.13% and a 1 year total shareholder return of 81.88%. This suggests investors...

Recent performance snapshot and context Reinsurance Group of America (RGA) has drawn attention after recent trading left the shares around $201.47, with a roughly 1% decline over the past week and similar softness over the month. For context, the stock shows a 5% decline over the past year. Over longer horizons, total returns are around 46% over 3 years and roughly 1x over 5 years. See our latest analysis for Reinsurance Group of America. The recent softness in RGA’s share price around...

In recent days, Watts Water Technologies has attracted attention as analysts highlighted its above-sector revenue growth, strong gross margins, and earnings expansion alongside recent acquisitions of Saudi Cast and Superior Boiler that broaden its product range and geographic footprint. This combination of solid historical financial execution and portfolio expansion has reinforced the company’s position in higher-value water management solutions, drawing renewed institutional interest. We’ll...

In early January 2026, Daiichi Sankyo Europe announced an agreement for Organon to commercialize Nilemdo® (bempedoic acid) in France, Denmark, Iceland, Sweden, Finland and Norway, targeting patients with high cholesterol and elevated cardiovascular disease risk who are not well served by statins. This commercialization deal adds a differentiated cardiovascular product to Organon’s portfolio in key European markets, expanding its role in addressing high unmet need among statin-intolerant...