U.S. Logistics Stock News

TeraWulf (WULF) is in focus after its stock move tied to a shift away from bitcoin mining toward high performance computing leasing, supported by Google-backed contracts and increasing institutional interest. See our latest analysis for TeraWulf. At a share price of $14.67, TeraWulf has had a mixed few weeks, with a 7 day share price return of 6.69% and a 30 day share price return showing a 9.78% decline. However, momentum over the past quarter and year remains strong, including a 90 day...

Waldencast (NasdaqCM:WALD) has just posted its FY 2025 results, reporting second half revenue of US$139.8 million and a basic EPS loss of US$0.52, alongside trailing twelve month revenue of US$272.1 million and a basic EPS loss of US$2.01. The company’s half year revenue moved from US$142.3 million in H2 2024 to US$132.3 million in H1 2025 and US$139.8 million in H2 2025, while net income excluding extra items shifted from a US$32.4 million loss in H2 2024 to a US$169.4 million loss in H1...

Intro Kodiak Gas Services (KGS) has attracted fresh attention after recent share price moves, with the stock showing a mix of short term weakness and stronger performance over the past month and past 3 months. See our latest analysis for Kodiak Gas Services. With the share price at US$54.20, Kodiak Gas Services has recently given back some ground over the past week, but its 30 day share price return of 7.8%, 90 day share price return of 45.2% and 1 year total shareholder return of 54.9%...

Dynagas LNG Partners (DLNG) has wrapped up FY 2025 with fourth quarter revenue of US$40.0 million and basic EPS of US$0.43, capping off a year where trailing twelve month revenue came in at US$156.6 million and EPS reached US$1.69, alongside 59.6% earnings growth over the last 12 months. Over recent periods the partnership has seen quarterly revenue move in a fairly tight band between US$38.6 million and US$40.0 million and quarterly EPS range from US$0.15 to US$0.51. This has fed into a...

Why Regency Centers is on investors’ radar Regency Centers (REG) has been drawing attention after a period where its shares showed mixed short term moves but positive returns over the past 3 months and year, prompting fresh interest in its fundamentals. See our latest analysis for Regency Centers. While the latest share price of $76.58 and a 1 day share price return close to flat might not grab headlines, the 90 day share price return of 12.21% alongside a 1 year total shareholder return of...

In March 2026, American Public Education, Inc. reported past 2025 results showing revenue of US$648.86 million and net income of US$31.56 million, refinanced its debt with a new US$130.00 million senior secured credit facility, and announced a new US$50.00 million share repurchase authorization. A key development was the Department of Education lifting restrictions on Rasmussen University, enabling new campuses and programs just as lower interest costs and fresh buyback capacity give the...

Why this CEO transition is drawing fresh attention to Cigna Group stock Cigna Group (CI) has moved into focus after announcing CEO David Cordani will retire in 2026, with current president and COO Brian Evanko set to take over during an ongoing pharmacy benefit management overhaul. See our latest analysis for Cigna Group. The CEO transition headlines come after a softer patch in the share price, with a 30 day share price return of an 8.32% decline and a 1 year total shareholder return of a...

Interest in Harley-Davidson (HOG) has picked up after Wells Fargo started coverage with an Underweight rating, a cautious stance that coincided with a 2.7% share price decline and broader analyst hesitation around the stock. See our latest analysis for Harley-Davidson. That reaction from Wells Fargo comes on the back of a weak run for Harley-Davidson, with a 30 day share price return of 13.66% and a 1 year total shareholder return decline of 25.90%, pointing to fading momentum and ongoing...

Why Revolve Group Stock Is Back on Investors’ Radar Revolve Group (RVLV) has caught attention after a Q4 that beat revenue and EBITDA expectations, alongside the launch of Revolve Los Angeles, its first namesake fashion house focused on in house luxury. See our latest analysis for Revolve Group. Despite the strong Q4 report and the launch of Revolve Los Angeles, the stock’s 90 day share price return of 17.7% and year to date share price return of 22.46% point to fading near term momentum. The...

US and Taiwan have agreed to reduce reciprocal tech tariffs from 20% to 15%. The change directly affects semiconductor exports involving Taiwan Semiconductor Manufacturing, NYSE:TSM. The agreement comes as the closure of the Strait of Hormuz raises new risks for semiconductor supply chains. Taiwan Semiconductor Manufacturing, NYSE:TSM, is getting a tariff cut at a time when trade terms and supply security are both in focus for chipmakers. The new 15% tariff rate on qualifying tech trade...

Dell Technologies (DELL) is back in focus after a strong fiscal Q4 update tied to AI server demand, a 20% lift in its quarterly dividend to US$0.63, and an expanded share repurchase plan. See our latest analysis for Dell Technologies. Those AI focused Q4 numbers have fed straight into the share price, with a 29.05% 1 month share price return and a 61.42% 1 year total shareholder return pointing to strong momentum as Dell’s long term AI story gains attention despite recent bouts of volatility...

MACOM Technology Solutions Holdings (MTSI) is back on investor radars after analysts highlighted its role in AI data center optics, along with new PCIe 7.0 products and high speed connectivity demos at OFC 2026. See our latest analysis for MACOM Technology Solutions Holdings. The recent analyst attention around MACOM’s AI data center exposure, combined with its PCIe 7.0 launches and OFC 2026 product showcases, comes after a mixed patch for the shares. The stock has recorded a 7 day share...

If you are wondering whether Cardinal Health's current share price lines up with its underlying value, this article will walk you through what the numbers actually say. The stock recently closed at US$217.08, with returns of 5.5% year to date and 71.7% over the last year. The past month and week show more muted moves, with a 1.7% decline and 0.3% decline respectively, which can change how investors think about both upside and risk. Recent coverage of Cardinal Health has focused on its role...

Shareholders have submitted two governance proposals ahead of Domino's Pizza's April 2026 annual meeting. One proposal requests an independent board chair policy at Domino's Pizza, ticker NasdaqGS:DPZ. The second proposal seeks to require that directors who do not receive a majority vote be removed within a defined timeframe. Domino's management has recommended voting against both proposals, setting up a governance-focused debate for investors. For investors watching Domino's Pizza at a...

Earlier this week, the Human Animal Bond Research Institute announced a new partnership with Trupanion to advance research and initiatives that strengthen the human–animal bond, with a particular focus on veterans and service dogs. This collaboration links HABRI’s research expertise with Trupanion’s pet insurance platform and veteran-support programs, potentially deepening the company’s role in evidence-based pet healthcare and service animal support. We’ll now examine how Trupanion’s HABRI...

In recent days, several research firms reiterated positive views on SiTime after it reported a strong quarter, citing broad-based strength across Communications, Enterprise, and Datacenter markets and solid demand trends. Analysts also pointed to a book-to-bill ratio above 1.5 as an important indicator of sustained customer orders for SiTime’s precision timing solutions. Next, we’ll examine how this stronger-than-expected demand picture and robust book-to-bill ratio may influence SiTime’s...

Event driven snapshot of Nektar Therapeutics Nektar Therapeutics (NKTR) has attracted attention after recent share price moves, with the stock showing positive returns over the past week, month and past 3 months. That invites a closer look at its current profile. See our latest analysis for Nektar Therapeutics. At a share price of $73.25, Nektar Therapeutics combines short term share price momentum with very large 1 year total shareholder return and a strong multi year rebound, despite a weak...

ICU Medical stock: recent performance snapshot ICU Medical (ICUI) has drawn investor attention after a stretch of weak returns, with the share price showing declines over the past month, past 3 months, year to date, and the past year. Against that backdrop, the company’s latest reported revenue of US$2.23b and net income of US$732,000, alongside positive annual revenue and net income growth rates, give investors concrete figures to assess the current share price. See our latest analysis for...

Earlier in March 2026, Trevi Therapeutics announced it had completed an End-of-Phase 2 meeting with the FDA and secured alignment to run two global, randomized Phase 3 trials of nalbuphine ER (Haduvio) for IPF-related chronic cough, with both studies using 54 mg twice-daily dosing and cough-frequency reduction as the primary endpoint. An interesting aspect is that Trevi plans to run two pivotal Phase 3 trials in parallel, even though the FDA indicated one could be sufficient, potentially...

Monarch Cement FY 2025 Earnings Snapshot Monarch Cement (MCEM) has wrapped up FY 2025 with fourth quarter revenue of about US$68.7 million and basic EPS of US$5.18, alongside net income excluding extra items of US$18.1 million. This gives investors a clear read on its recent operating performance. Over recent periods, the company has seen quarterly revenue move between US$38.7 million and US$80.0 million, while basic EPS ranged from US$0.72 to US$7.21. This offers a wide band of outcomes that...

If you are wondering whether Rivian Automotive's share price still makes sense after all the excitement and volatility, you are not alone. Rivian's stock closed at US$14.86 recently, with returns of a 3.3% decline over 7 days, a 16.2% decline over 30 days, a 23.4% decline year to date, but a 38.2% gain over the past year and 14.2% over three years. Recent headlines around Rivian have focused on its position in the electric vehicle space and how sentiment has shifted as investors reassess...

Colgate-Palmolive recently added Christopher S. Boerner, Ph.D., Chair and CEO of Bristol-Myers Squibb, to its Board and modestly lifted its quarterly dividend from US$0.52 to US$0.53 per share, effective for the second quarter of 2026. The combination of fresh healthcare-focused board expertise and a higher annualized dividend of US$2.12 subtly reshapes how investors may view Colgate-Palmolive’s governance and capital return profile. Next, we’ll examine how the dividend increase interacts...

PagerDuty (PD) has drawn investor attention after its latest earnings report, which combined first time GAAP profitability with cautious revenue guidance, a sharp share price drop, and a cluster of analyst rating changes. See our latest analysis for PagerDuty. PagerDuty’s latest earnings and AI product updates come after a tough stretch for shareholders, with a 90 day share price return of 44.29% decline and a 1 year total shareholder return of 61.53% decline. This points to fading momentum...

If you are wondering whether ZIM Integrated Shipping Services at US$26.99 is still priced attractively after a strong run, the key question is how its current share price lines up with its underlying fundamentals. The stock has been volatile recently, with a 2.9% decline over the last 7 days, a 21.6% gain over the past month, a 23.2% return year to date, and a 91.7% return over the last year. This comes on top of a very large 3 year and 5 year gain of roughly 2.5x and just under 3x...