U.S. Logistics Stock News

NYSE:SM
NYSE:SMOil and Gas

Is SM Energy (SM) Pricing Reflect Its Cash Flow Outlook And Civitas Merger?

If you are wondering whether SM Energy is attractively priced or just a value trap, this article will walk through what the current share price really reflects. The stock last closed at US$21.90, with returns of 9.3% over the past week, 22.6% over the past month, 14.5% year to date, and a 41.6% decline over the past year. Taken together, these figures give mixed signals about how the market currently views its prospects and risk. Recent coverage of SM Energy has focused on its position in...
NasdaqGS:AVAH
NasdaqGS:AVAHHealthcare

What Aveanna Healthcare Holdings (AVAH)'s New CHAP Heart Failure Certification Means For Shareholders

Earlier this week, Community Health Accreditation Partner (CHAP) awarded Aveanna Home Health and Hospice a Disease Program Certification for Heart Failure, recognizing compliance with nationally accepted quality metrics and advanced clinician education standards across its Heartways program. This certification highlights Aveanna’s emphasis on specialized, clinically rigorous heart failure care in the home setting, which could strengthen its position with patients, payers, and referral...
NYSE:PM
NYSE:PMTobacco

Philip Morris International (PM) Valuation Check After Earnings Beat And Higher 2026 Guidance

Why Philip Morris International (PM) Is Back in Focus After Its Latest Earnings Philip Morris International (PM) is back on many investors radar after reporting fourth quarter and full year 2025 results, raising 2026 EPS growth guidance, and highlighting the growing role of smoke free products. See our latest analysis for Philip Morris International. The earnings beat, higher 2026 EPS growth guidance and growing share of smoke free products have coincided with a 12.78% 1 month share price...
NYSE:KO
NYSE:KOBeverage

Coca-Cola’s Q4 Miss, BodyArmor Hit and CEO Shift Might Change The Case For Investing In KO

The Coca-Cola Company has released its fourth-quarter and full-year 2025 results, reporting Q4 sales of US$11,822 million and net income of US$2,271 million, alongside a near US$1 billion impairment on its BodyArmor sports drink brand. The update also confirmed a leadership handover from CEO James Quincey to Henrique Braun and set 2026 guidance for 4% to 5% organic revenue growth and 7% to 8% comparable earnings growth, framing how the business plans to respond to mixed regional trends and...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy Earnings Beat Underscores US$103b Grid Plan And 2030 Goals

Duke Energy (NYSE:DUK) reported annual results that surpassed its previously issued 2025 earnings guidance. The company outlined a five year capital plan of US$103b focused on energy infrastructure, grid upgrades, and renewable projects. Duke Energy extended its long term earnings growth guidance through 2030, signaling management confidence in its investment program. Duke Energy is one of the largest regulated utilities in the US, supplying electricity and gas across several states. For...
NYSE:OSK
NYSE:OSKMachinery

How Oshkosh’s 2026 EPS Guidance, Dividend Hike, And Buyback Completion At Oshkosh (OSK) Has Changed Its Investment Story

Oshkosh Corporation recently reported its fourth-quarter and full-year 2025 results, issued 2026 earnings guidance of approximately US$10.90 diluted EPS, raised its quarterly dividend to US$0.57 per share, and confirmed completion of a long-running share repurchase program totaling about US$1.57 billions since 2015. Taken together, these updates highlight how Oshkosh is balancing reinvestment with increasing cash returns to shareholders, while offering clearer visibility into its expected...
NYSE:OI
NYSE:OIPackaging

O-I Glass (OI) Q4 Loss Of US$138 Million Tests Bullish Margin Improvement Narrative

O-I Glass (NYSE:OI) has just posted its FY 2025 results, reporting Q4 revenue of US$1.5 billion and a basic EPS loss of US$0.90, alongside trailing 12 month revenue of US$6.4 billion and a basic EPS loss of US$0.84. Over recent quarters the company has seen revenue move from US$1.53 billion in Q4 2024 to US$1.5 billion in Q4 2025. Quarterly EPS has ranged from a loss of US$1.00 in Q4 2024 to a profit of US$0.20 in Q3 2025, before returning to a loss in the latest period. As a result, the...
NYSE:COHR
NYSE:COHRElectronic

Coherent Faces Ownership Shift As Texas Grant Supports Growth Plans

Bain Capital plans to sell a sizable stake in Coherent, trimming its ownership in NYSE:COHR. Texas has awarded Coherent a $14.1 million grant to expand indium phosphide wafer manufacturing at its Sherman facility. The grant targets increased capacity for datacenter and communications applications tied to Coherent’s Texas operations. Coherent, which last closed at $223.69, has seen strong share price moves, with NYSE:COHR up 6.0% over the past week, 20.8% over the past month, 15.1% year to...
NYSE:ALX
NYSE:ALXRetail REITs

Alexander's Balances Weaker Earnings With Buybacks And Rising New York Occupancy

Alexander's Inc. (NYSE:ALX) reported lower quarterly and full year net income and funds from operations. Management highlighted improving New York office occupancy as a key operational development. The CEO pointed to share buybacks as a current priority, reflecting views on the stock's valuation. For investors watching real estate investment trusts, Alexander's sits in an interesting spot. The stock trades at $230.02 and is up 25.6% over the past year and 29.0% over the past three years,...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Assessing Cisco Systems (CSCO) Valuation After A Year Of Strong Shareholder Returns

Cisco Systems stock: recent performance snapshot Cisco Systems (CSCO) has quietly moved higher, with the share price up 15.6% over the past month and 10.5% in the past 3 months, following a 40.1% total return over the past year. See our latest analysis for Cisco Systems. The recent 15.6% 30 day share price return and 12.5% year to date share price return, alongside a 40.1% 1 year total shareholder return, point to momentum building rather than fading for Cisco Systems at its current US$85.54...
NYSE:TTC
NYSE:TTCMachinery

Toro (TTC) Valuation Check After Recent Share Price Momentum And Fair Value Gap

Toro (TTC) has been drawing attention after recent share price moves, with the stock up over the past week, month and past 3 months. Investors are weighing this momentum against the company’s current fundamentals. See our latest analysis for Toro. Looking beyond the recent rally, Toro’s share price has recorded a 39.25% 3 month share price return and a 24.36% year to date share price return, while the 1 year total shareholder return of 28.50% contrasts with a 3 year total shareholder return...
NYSE:MAIN
NYSE:MAINCapital Markets

Does Main Street Capital’s (MAIN) Expanded Credit Line Hint at a Shift in Capital Deployment Strategy?

Main Street Capital recently increased total commitments under its multi-year revolving credit facility from US$1.15 billion to US$1.18 billion by adding a new lender under the facility’s accordion feature, which permits further expansion on consistent terms. This expanded credit capacity gives the company additional financial flexibility to fund future investments and general corporate needs, potentially reinforcing its ability to support lower middle market and private loan...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Assessing Medpace Holdings (MEDP) Valuation After Recent Share Price Pullback

Medpace Holdings stock overview Medpace Holdings (MEDP) has recently drawn investor attention after a period of weaker share performance, with the stock showing declines over the past week, month and past 3 months alongside a lower year to date return. See our latest analysis for Medpace Holdings. At a share price of US$423.93, Medpace’s recent pullback, including a 30 day share price return of a 29.25% decline, contrasts with its 1 year total shareholder return of 25.99%. This hints at...
NYSE:WSO
NYSE:WSOTrade Distributors

How Investors Are Reacting To Watsco (WSO) Analyst Downgrades Ahead of Earnings and Revenue Decline Expectations

In early February 2026, Watsco faced more cautious sentiment as analysts projected a year-over-year earnings and revenue decline for the December 2025 quarter and trimmed their EPS estimates ahead of the 17 February earnings release. This shift in expectations highlights how sensitive Watsco’s outlook has become to short-term demand trends and analyst revisions around its quarterly performance. With analysts turning more cautious on near-term earnings, we’ll examine how this sentiment shift...
NasdaqGM:MDB
NasdaqGM:MDBIT

Is MongoDB (MDB) Pricing Look Justified After Recent Share Price Volatility?

If you are wondering whether MongoDB's current share price reflects its long term potential, you are not alone. A closer look at its valuation can help frame that question more clearly. The stock last closed at US$364.46, with returns of 8.0% over 7 days, a 12.8% decline over 30 days, a 8.8% decline year to date, a 24.6% gain over 1 year, a 56.1% gain over 3 years, and a 11.3% decline over 5 years. Recent coverage around MongoDB has focused on its position in cloud based databases and how...
NYSE:CCO
NYSE:CCOMedia

Is Clear Channel Outdoor Holdings (CCO) Pricing In Recent Refinancing Moves And Strong Share Momentum

If you are wondering whether Clear Channel Outdoor Holdings at around US$2.37 is priced attractively or already reflects its prospects, you are in the right place. The stock has recently shown strong momentum, with returns of 10.7% over 7 days, 15.6% over 30 days, 11.8% year to date and 76.9% over the past year, as well as 31.7% over 3 years and 11.3% over 5 years. Recent news around Clear Channel Outdoor Holdings has focused on its position in the out of home advertising market, including...
NYSE:TOL
NYSE:TOLConsumer Durables

Is It Too Late To Consider Toll Brothers (TOL) After Its Strong 1 Year Rally

If you are asking whether Toll Brothers at US$161.47 still offers value after a strong run, this article is designed to walk you through that question step by step. The stock has recent returns of 7.3% over 7 days, 9.9% over 30 days, 19.1% year to date and 32.9% over 1 year, while the 3 year return is very large and the 5 year return is just over 2x. Recent coverage has focused on Toll Brothers as a large US homebuilder, with investors watching how it is positioned in the higher end of the...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

A Look At Nexstar Media Group (NXST) Valuation After Strong Recent Shareholder Returns

Nexstar Media Group (NXST) has attracted fresh attention after recent share price moves, with the stock showing double digit total returns over the past year and past 3 months, prompting closer scrutiny from income and value focused investors. See our latest analysis for Nexstar Media Group. The share price has moved to US$240.45 after a 30.94% 90 day share price return, while the 1 year total shareholder return of 65.30% suggests strong momentum rather than a short term spike. If this kind...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

A Look At Garrett Motion (GTX) Valuation After New HVAC Compressor Launch And Trane Collaboration

Garrett Motion (GTX) is drawing fresh investor attention after unveiling an oil-free centrifugal compressor portfolio for HVAC systems and announcing a collaboration with Trane to develop and deploy this technology across commercial cooling applications. See our latest analysis for Garrett Motion. The recent HVAC compressor launch and Trane collaboration arrive alongside strong momentum, with a 1-day share price return of 7.11%, a 90-day share price return of 23.52%, and a 1-year total...
NYSE:DLR
NYSE:DLRSpecialized REITs

A Look At Digital Realty Trust’s Valuation As AI Demand And 2026 Guidance Support Record Bookings

Digital Realty Trust (DLR) has put fresh numbers on the table, reporting fourth quarter and full year 2025 results, along with new 2026 guidance, record bookings, and updates tied to AI and cloud demand. See our latest analysis for Digital Realty Trust. The recent earnings release, record bookings, and expanded AI-focused data center footprint appear to sit behind the 10.6% 1 month share price return and strong 3 year total shareholder return of 70.3%, with momentum still building. If this AI...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

JD.com Expands In Europe With JoyExpress To Support Joybuy Growth

JD.com (NasdaqGS:JD) has launched JoyExpress, a new last mile delivery service in Europe. JoyExpress is designed to support the rollout of JD.com's European e-commerce platform Joybuy. The service targets same day and next day delivery through a locally based logistics network. For you as an investor, this move puts JD.com more directly in the mix with established European e-commerce and logistics players, rather than keeping its focus mainly on China. JoyExpress ties JD.com's core strength...
NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

Assessing Immunocore Holdings (IMCR) Valuation After R&D Leadership Restructure

Immunocore Holdings (IMCR) has reshaped its senior leadership after announcing the planned departure of Executive Vice President of Research and Development Dr. David Berman, and is shifting responsibility across its existing research, clinical, and regulatory heads. See our latest analysis for Immunocore Holdings. The leadership reshuffle comes as Immunocore’s share price sits at US$32.93, with a 7 day share price return of 4.54% but a 90 day share price return decline of 6.90%, while the 1...
NYSE:WY
NYSE:WYSpecialized REITs

Is Weyerhaeuser (WY) Pricing Fairly After Mixed Returns And New Biocarbon Venture?

If you are wondering whether Weyerhaeuser is offering good value at its current share price, this article will walk you through what the market might be pricing in and what that could mean for you. The stock recently closed at US$27.10, with returns of 1.5% over the last 7 days, 5.2% over 30 days, 13.9% year to date, but a 5.4% decline over 1 year, a 10.0% decline over 3 years and a 3.0% decline over 5 years. These mixed returns set the backdrop for understanding whether the current price...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Hancock Whitney (HWC) Valuation Check After Recent Share Price Momentum And Sabal Trust Acquisition Plans

Event context and recent stock performance Hancock Whitney (HWC) has been drawing fresh attention after its recent share price move, with the stock up about 5% over the past month and about 21% over the past 3 months. See our latest analysis for Hancock Whitney. That recent 30 day share price return of 5.1% and 90 day gain of 21.4% sit alongside a 1 year total shareholder return of 24.6%. This suggests momentum has been building despite some short term pullbacks. If Hancock Whitney’s move has...