U.S. Logistics Stock News

Centrus Energy (LEU) drew fresh investor attention after the U.S. Department of Energy awarded a $900 million task order to expand its Piketon, Ohio enrichment facility for commercial-scale HALEU production. See our latest analysis for Centrus Energy. The $900 million task order lands after a very strong run, with a 24.2% 1 month share price return and a 13.49% year to date share price return. The 1 year total shareholder return of more than 3x highlights how much sentiment has shifted around...

Event context and recent share performance Kratos Defense & Security Solutions (KTOS) has caught investor attention after a strong run in the stock, with recent returns of 3.7% over the past day and 31.1% over the past week. Over the past month the stock has returned 55.2%, with a 23.7% move in the past 3 months and a 48.6% gain year to date, prompting closer scrutiny of what current pricing might imply. See our latest analysis for Kratos Defense & Security Solutions. The recent jump in...

Coherent’s latest quarterly results showed higher gross and operating margins alongside revenue growth driven by AI infrastructure demand, expense optimization, and a recent divestiture. Management also emphasized opportunities in 6-inch indium phosphide production and a large addressable market in optical circuit switches as key growth drivers. Next, we’ll examine how Coherent’s margin improvement and AI-focused photonics demand reshape the company’s existing investment narrative. These 19...

Nomad Foods (NOMD) has drawn fresh attention after outlining a plan to streamline operations and target US$200 million in savings from 2026 to 2028, while continuing share repurchases and maintaining a relatively high dividend yield. See our latest analysis for Nomad Foods. Despite the new efficiency plan and ongoing buybacks, the share price at US$12.04 sits against a 1 year total shareholder return of about 20% loss and a 5 year total shareholder return of roughly 49% loss. This suggests...

If you are wondering whether Broadcom's current share price reflects its true worth, you are not alone. This article will walk through what the numbers actually say about value. Broadcom shares last closed at US$352.21, with returns of 2.6% over 7 days, a 2.1% decline over 30 days, 1.3% year to date, 57.7% over 1 year, and a very large gain over 3 and 5 years. Recent attention on Broadcom has largely centered on its role in the wider semiconductor sector, with investors weighing how industry...

In early January 2026, D&H announced a new partnership to integrate Fortinet’s full security suite into its Advanced Solutions+ ecosystem and launch the exclusive FWD enablement program, aimed at helping partners design, deploy, and manage Fortinet-based cybersecurity solutions. This collaboration deepens Fortinet’s reach through the channel by embedding its platform into D&H’s distribution and training infrastructure, potentially strengthening customer adoption of its integrated security...

Live Nation Entertainment (LYV) has attracted investor attention after recent trading moves, with the share price at $148.85 and mixed returns over the past 3 months and year. This has prompted closer scrutiny of its fundamentals. See our latest analysis for Live Nation Entertainment. The recent 1 day share price return of 1.90% and 1 month share price return of 3.99% sit against a 1 year total shareholder return of 13.97% and a 3 year total shareholder return of 99.37%. This suggests...

In early January 2026, Incyte reported positive topline Phase 3 frontMIND results showing that adding tafasitamab (Monjuvi/Minjuvi) and lenalidomide to R-CHOP improved progression-free survival versus R-CHOP alone in newly diagnosed high-risk diffuse large B-cell lymphoma, without identifying new safety concerns. This outcome strengthens the case for tafasitamab beyond its existing follicular lymphoma use and could be important for Incyte’s broader oncology ambitions. We’ll now examine how...

Event overview and recent share performance Adobe (ADBE) has come into focus after a stretch of weaker recent returns, with the stock down about 1.9% over the past day and 8% over the past month, prompting closer attention from investors. See our latest analysis for Adobe. Stepping back from the latest moves, Adobe’s recent 1 month share price return of an 8.07% decline sits alongside a 1 year total shareholder return of a 19.79% decline, suggesting momentum has been fading despite broader...

Varonis Systems (VRNS) is back in focus after multiple law firms launched class action securities lawsuits, following the company’s October 2025 update on weaker subscription renewals, reduced guidance, workforce cuts, and plans to sunset its self hosted solution. See our latest analysis for Varonis Systems. After the sharp one day drop of nearly 49% following the October 2025 announcement, Varonis Systems’ recent 7 day share price return of 7.3% and 30 day share price return of 4.35% suggest...

In recent days, attention on Air Products and Chemicals has intensified as the company approaches its fiscal Q1 2026 earnings release, with analysts forecasting earnings per share of US$3.05, about 6.6% higher than a year earlier and pointing to improved cost control after a marginal revenue decrease last quarter. This combination of expected profit growth, tighter expense management, and a generally moderately optimistic analyst view has become a key focus for investors reassessing the...

Oklo Inc. recently announced an agreement with Meta Platforms to develop a 1.2-gigawatt advanced nuclear power campus in Pike County, Ohio, including a prepayment structure that helps fund fuel procurement and early project work to support Meta’s regional data centers. Beyond powering Meta’s AI infrastructure, the project could reshape an historic Department of Energy site into a modern hub for advanced nuclear, clean energy, and high-skilled jobs. We’ll now examine how Meta’s...

At CES 2026, Ambarella launched its CV7 edge AI vision SoC, built on Samsung’s 4nm process with third-generation CVflow acceleration, and unveiled its online Ambarella Developer Zone to streamline building and deploying edge AI applications across its SoC portfolio. Together, the CV7 and DevZone moves suggest Ambarella is shifting from a pure chip supplier toward a broader platform approach that tightly links its hardware and software ecosystem for edge AI developers. Next, we’ll examine how...

What triggered the latest move in Corcept Therapeutics (CORT)? The recent swing in Corcept Therapeutics (CORT) shares traces back to an FDA Complete Response Letter on relacorilant for hypertension secondary to hypercortisolism, which flagged the need for more effectiveness evidence despite pivotal trial endpoints being met. See our latest analysis for Corcept Therapeutics. After the FDA setback, Corcept Therapeutics’ 1 day share price return of 2.66% and 7 day return of 7.30% have only...

Fluence Energy, a grid-scale battery storage provider, recently reported strong operational momentum, with a 21.5% average backlog growth over the past two years and earnings per share increasing faster than revenue, indicating highly profitable incremental sales. This combination of robust contract accumulation and improving profitability highlights Fluence’s growing role in enabling renewable energy integration and grid stability worldwide. Next, we’ll examine how Fluence’s expanding...

Institutional selling sparks fresh interest in Ollie's Bargain Outlet Holdings (OLLI) Congress Asset Management’s decision to sell 670,615 shares of Ollie's Bargain Outlet Holdings (OLLI) in the fourth quarter, while still keeping a sizeable stake, has put fresh attention on the retailer’s fundamentals. See our latest analysis for Ollie's Bargain Outlet Holdings. At a share price of $118.49, Ollie’s has seen a 5.29% 1 day share price return and a 4.02% 30 day share price return. Its 90 day...

Why Steven Madden (SHOO) Is Back On Analysts' Radar A recent upgrade to a buy rating for Steven Madden (SHOO), tied to expectations around fashion trends, margin recovery, and the Kurt Geiger acquisition, has pushed the footwear group back into focus for investors. See our latest analysis for Steven Madden. The analyst upgrade follows a strong run, with a 90 day share price return of 28.86% and a 1 year total shareholder return of 14.98%, suggesting momentum has been building rather than...

In recent days, Texas Roadhouse has been at the center of debate as analysts and commentators weighed persistent food inflation and high cattle costs against the company’s operational strengths and sector headwinds. What stands out is that, even as industry voices flagged cost pressures and cautious sentiment on restaurant stocks, several analysts argued that easing beef inflation could meaningfully improve Texas Roadhouse’s margin profile over time. Against this backdrop of rising input...

Vicor Corporation recently received positive analyst coverage, with research firms highlighting its positioning in power delivery solutions for next‑generation AI platforms, underpinned by new product rollouts, a vertically integrated fabrication facility, and an expanding intellectual property licensing business. Analysts also pointed to Vicor’s preparation for a major ramp‑up of its second‑generation vertical power delivery solutions for a lead customer in early 2026, suggesting its...

Holland America Line, part of Carnival Corporation & (CCL), is seeing strong interest in its 2026 European cruises, with bookings up more than a third and Northern Europe itineraries showing nearly 50% higher demand. See our latest analysis for Carnival Corporation &. The share price has pulled back slightly in the last day, but a 14.45% 1 month share price return and a 32.31% 1 year total shareholder return suggest momentum has been building around Carnival Corporation & as investors...

BofA Securities has initiated coverage on Murphy USA (MUSA) with an Underperform rating, highlighting the company’s reliance on fuel and nicotine sales, as well as the potential impact of volatile fuel markets and declining cigarette volumes. See our latest analysis for Murphy USA. The new Underperform call lands after a strong run in the shares, with a 30 day share price return of 8.59% and a 90 day share price return of 16.27%, even as the 1 year total shareholder return of 7.87% decline...

Ligand Pharmaceuticals recently updated its long-term outlook, projecting 40% royalty revenue growth for 2026 and a 23% compound annual growth rate through 2030, supported by products including Filspari, Ohtuvayre and Capvaxive. The company also highlighted more than US$1.00 billion in deployable capital for new royalty deals targeting unmet medical needs, underlining its capacity to expand the portfolio further. We’ll now examine how this upgraded royalty growth outlook, underpinned by...

In early January 2026, Caterpillar announced an expanded collaboration with NVIDIA and unveiled its Cat AI Assistant at CES 2026, aiming to embed AI, autonomy and digital twins across its equipment, jobsites, factories and supply chain. This push effectively positions Caterpillar as an Industrial AI platform provider, turning its global installed base and manufacturing footprint into a data-rich, software-enhanced ecosystem for customers. Next, we'll examine how integrating NVIDIA-powered AI...

Assessing recent performance drivers Assured Guaranty (AGO) has drawn attention after a period where different time frames tell a mixed story, with a small year to date gain, a 1 year total return of 4.3% and a 3 year total return near 50%. Against that backdrop, the stock’s past month return shows a 1.4% decline, while the past 3 months reflect an 8.2% gain. This leaves investors weighing short term weakness against longer term compounding. See our latest analysis for Assured Guaranty. With...