U.S. Logistics Stock News

Settlement news puts PG&E stock in focus A proposed $100,000,000 settlement in the long running In re PG&E Corporation Securities Litigation has put PG&E (PCG) back into the spotlight for investors tracking its legal and risk profile. See our latest analysis for PG&E. Alongside the proposed class action settlement and recent updates on the California Climate Credit, PG&E’s recent 4.37% 1 day and 16.98% 90 day share price returns suggest momentum has been building. Its 1 year total shareholder...

In late March 2026, Hopscotch Air, an FAA-certificated air taxi operator, announced it is working with Archer Aviation to test concepts and technologies for Archer’s future advanced air mobility operations, sharing practical input from its regional air mobility experience. Around the same time, Archer’s partners in Texas, Florida and New York were selected by the U.S. Department of Transportation and FAA for the White House’s eVTOL Integration Pilot Program, underscoring growing federal...

Seacoast Banking Corporation of Florida (SBCF) has drawn investor attention after appointing three new directors, adding real estate, technology and cybersecurity, and bank regulatory experience to both the holding company and Seacoast National Bank boards. See our latest analysis for Seacoast Banking Corporation of Florida. The board refresh comes as Seacoast’s recent share price return has been mixed, with a 4.91% 7 day gain and 4.67% 30 day share price return offset by a 2.88% 90 day...

Why Arrow Electronics stock is drawing fresh attention Arrow Electronics (ARW) has been in focus after two developments: a consolidated digital platform for its global components business and a shareholder proposal seeking broader rights to call special meetings ahead of the May 12, 2026 meeting. See our latest analysis for Arrow Electronics. The recent move to a unified digital platform and the governance proposal arrive as momentum in Arrow Electronics builds, with a 36.7% 90 day share...

VSE Corporation recently announced that it secured US$750,000,000 in new aviation distribution agreements, expanded its license relationship with Honeywell, and raised its 2023 aviation segment guidance, signaling operational progress across its aftermarket distribution and MRO offerings. These developments deepen VSE’s ties with original equipment manufacturers and broaden its aviation footprint, potentially reinforcing the company’s shift toward higher-margin, recurring aftermarket service...

If you are wondering whether Norwegian Cruise Line Holdings at around US$20.16 is a bargain or just fairly priced, a good starting point is to look closely at what the current share price implies about the business. The stock has had a mixed run, with a 4.0% gain over the last 7 days, a 2.7% decline over the last 30 days, an 11.5% decline year to date, a 9.6% return over the last year, and a 58.4% return over 3 years, while still sitting 31.0% lower over 5 years. Recent news coverage has...

Caledonia Mining (CMCL) has highlighted drilling results from its Blanket Mine after reporting further encouraging intersections at depth, including the newly identified Blanket 7 orebody and extended Lima mineralisation to the 34 level. See our latest analysis for Caledonia Mining. The latest drilling update follows a mixed price stretch, with the share price at $24.58 and a 1 year total shareholder return of 111.63% contrasting with a 15.71% decline in the 90 day share price return. If you...

In March 2026, Royal Gold, Inc. issued 2026 sales guidance, targeting total gold sales of 290,000–320,000 oz, silver of 3.0–3.5 million oz, and copper of 21.0–25.0 million lb, with volumes expected to be slightly weighted to the second half of the year. Management highlighted that the midpoints of this guidance imply materially higher gold, silver, and copper sales volumes than in 2025, signaling confidence in underlying portfolio production and the company’s ability to convert its royalty...

Why WisdomTree’s recent performance is catching investor attention WisdomTree (WT) is back in focus after strong annual revenue growth and high return on equity highlighted its ability to win business in exchange traded funds while converting that into solid profitability. See our latest analysis for WisdomTree. The recent move in WisdomTree’s share price to $15.56 comes after a 24.38% year to date share price return and an 85.51% one year total shareholder return, which points to momentum...

In early April 2026, Bank of America downgraded Dow Inc., arguing that recent petrochemical price support tied to Middle East tensions reflects temporary supply disruptions rather than enduring fundamentals. At the same time, Dow’s plan to use advanced small modular reactors at its Seadrift site highlights how the company is pursuing lower-carbon, potentially more resilient energy and steam supplies for its operations. Next, we’ll explore how Bank of America’s downgrade, focused on...

Levi Strauss (NYSE:LEVI) announced the planned retirement and transition of Chief Financial and Growth Officer Harmit Singh. Singh, who has been in the role since 2013, is credited with reshaping the company’s strategy and financial operations. The transition comes after a period of earnings growth, portfolio refocusing, and a larger push into direct to consumer channels. Investors and other stakeholders are watching the leadership change for signals on future capital allocation, M&A, and...

Investors may be wondering if Starbucks, at around US$97 per share, is offering good value right now or if the recent moves have already priced in the story they care about. The stock has returned 7.5% over the last week, while the 30 day return sits at a 2.6% decline and the year to date return is 15.8%, adding to a 12.6% return over the last year. Those moves come against a backdrop of ongoing attention on Starbucks as a major global coffee chain. Investors are weighing brand strength,...

Earlier this month, Plug Power announced it had been awarded the Front-End Engineering Design contract to supply a 275 MW GenEco PEM electrolyzer system for Hy2gen Canada’s Courant green hydrogen and low-carbon ammonia project in Baie-Comeau, Québec, one of the largest electrolyzer awards in the company’s history. This Canadian win, alongside a busy schedule of non-deal roadshows in Toronto, Montreal, Chicago, and Milwaukee, underscores Plug Power’s effort to pair large-scale project...

DXC Technology (NYSE:DXC) has entered a multi year partnership with ServiceNow to roll out ServiceNow’s new agentic AI tools across DXC’s core business operations. DXC will act as "Customer Zero" for ServiceNow’s Core Business Suite, using the platform internally before it is broadly offered to clients. The collaboration is aimed at deploying scalable AI led automation and more streamlined enterprise functions for DXC and its customers. For investors watching NYSE:DXC, this partnership...

If you are wondering whether Seagate Technology Holdings is priced attractively or already reflecting a lot of optimism, this article walks you through what the current market price may be saying about its value. The stock last closed at US$496.30, with returns of 17.3% over 7 days, 32.6% over 30 days, 72.6% year to date and a very large 1-year return that is more than 6 times. Recent coverage has focused on Seagate's role in areas such as data storage and its positioning in technology...

Westinghouse Air Brake Technologies (WAB) is back in focus after record contract-driven backlog growth and the completion of its US$960m Dellner-Couplers acquisition, which together underpin management’s detailed guidance through 2026. See our latest analysis for Westinghouse Air Brake Technologies. The share price reaction has been strong, with a 1-day share price return of 5.32% and a 90-day share price return of 21.23%. The 1-year total shareholder return of 54.13% suggests momentum has...

Wells Fargo (NYSE:WFC) has rapidly redeployed over US$200b into the repo market. This move follows the lifting of its US regulatory asset cap, restoring full balance sheet flexibility. The injection is contributing to repo market liquidity and is seen as meaningful for short term funding conditions. Wells Fargo, one of the largest US banks by assets, is a key player in lending, capital markets services, and transaction banking. With the asset cap now lifted, the bank can use more of its...

On April 1, 2026, Newmark Group announced it had arranged a US$525 million refinancing for The Artise, a newly delivered 25-story Class A+ office tower in downtown Bellevue, Washington, that is 99% leased, with funding provided by Goldman Sachs and Deutsche Bank on behalf of Schnitzer West and The Baupost Group. This large, fully placed refinancing underlines Newmark’s ability to execute complex capital markets transactions for institutional clients in high-profile office assets. Next, we’ll...

Why Crown Holdings is on investors’ radar Crown Holdings (CCK) is drawing attention after recent share price moves, with the stock last closing at $107.16 and posting positive returns over the past week, month, and past 3 months. See our latest analysis for Crown Holdings. The recent 6.13% 1 day share price return has added to a steady build up in momentum, with year to date share price gains of 2.86% and a 1 year total shareholder return of 29.95% putting Crown Holdings’ recent move in a...

Why Roku's latest content push has investors paying attention Roku (ROKU) has been busy, rolling out six new free ad supported channels, an Instant Resume feature for high traffic apps, and exclusive specials, while also partnering with Amazon Prime on a new subscription service. Together, these moves put more viewing options, convenience, and branded programming onto The Roku Channel, giving investors fresh data points to watch as the platform competes for streaming time and advertising...

Why SkyWater Technology (SKYT) Earnings Matter Right Now Investor focus has zeroed in on SkyWater Technology (SKYT) ahead of its upcoming earnings release, with expectations for an EPS loss of $0.08 and revenue projected at 139.8% above the year-ago quarter. See our latest analysis for SkyWater Technology. SkyWater Technology’s share price has climbed 28.31% year to date and the 1 year total shareholder return is around 4x, suggesting momentum has been building even as sentiment around near...

In the past few days, attention on 3M has increased as the company approaches its first-quarter earnings release, with analysts projecting a modest single-digit rise in earnings per share and highlighting its diversified operations across safety, industrial, transportation, electronics, and consumer markets worldwide. Analysts have pointed to 3M’s track record of exceeding earnings expectations in recent quarters and a moderately bullish consensus view as factors reinforcing confidence ahead...

What Banner’s recent share performance tells investors Without a clear single news catalyst, attention on Banner (BANR) has been driven by its recent share performance. The stock is up about 7% over the past month but shows a roughly 3% decline over the past 3 months. See our latest analysis for Banner. Putting that in context, Banner’s recent 1 day share price return of 1.5% and 7 day return of 3.7% sit alongside a 1 year total shareholder return of 9.3%. This suggests short term momentum...

Investors may be wondering if Dell Technologies at US$185.47 is still offering value or if most of the opportunity is already priced in. The stock has posted returns of 9.5% over the past week, 26.6% over 30 days, 45.1% year to date and 124.4% over the last year, with a 3 year return of 369.9% and a 5 year return of 333.3% that many investors are weighing against current pricing. Recent coverage has focused on Dell Technologies as a key player in large scale computing and enterprise...