U.S. Logistics Stock News

Earlier this month, Lincoln Financial introduced the 1 Year Capital Group Dividend Value (CGDV) ETF Participation account within its OptiBlend fixed indexed annuity, marking the first FIA option tied to Capital Group’s actively managed CGDV ETF while also securing a multi-year sponsorship as the inaugural Game Break sponsor of FOX Sports’ Women’s Sports Desk. This combination of a differentiated annuity account linked to a large, medalist-rated active ETF and a high-visibility women’s...

CF Industries Holdings (CF) just delivered Q3 2025 earnings and revenue ahead of expectations, but the stock reaction has been muted as investors weigh supply demand risks, gas costs, and EU carbon policy uncertainty. See our latest analysis for CF Industries Holdings. Despite the post earnings dip, with a 30 day share price return of minus 3.63 percent and a 90 day share price return of minus 8.11 percent, CF still boasts a 5 year total shareholder return of 136.87 percent. This suggests...

If you are wondering whether QXO is still a smart buy after its recent run, or if you have already missed the real upside, this breakdown will help you assess whether the current price makes sense. QXO has pulled back about 1.1% over the last week, but it is still up roughly 31.1% over the past month and 42.4% year to date. This suggests the market is quickly reassessing its long term potential and risk profile. That shift in sentiment has been supported by a series of strategic updates,...

Sterling Infrastructure recently reported record quarterly results, continued strong demand in areas such as data centers and transportation projects, and authorized a new US$400 million stock repurchase program, all contributing to heightened investor attention despite recent sector-driven volatility. Analyst upgrades, including a Zacks Rank #1 (Strong Buy) based on rising earnings estimates, suggest growing confidence that Sterling’s backlog, acquisitions, and capital returns could support...

Garrett Motion (GTX) has quietly turned into a strong performer, with the stock up about 94% over the past year and roughly 27% in the past 3 months, catching more investors’ attention. See our latest analysis for Garrett Motion. That steep year to date share price return near 94% suggests investors are steadily repricing Garrett Motion for its improving fundamentals. The 3 year total shareholder return of about 139% shows this momentum has been building for a while. If this kind of move has...

Cintas (CTAS) just posted Q2 2026 results that put revenue at about $2.8 billion and net income at roughly $495 million, with EPS of $1.23 helping frame another solid print for the uniform and business services group. The company has seen quarterly revenue move from $2.56 billion in Q2 2025 to $2.8 billion this quarter, while net income ticked from about $447 million to $495 million over the same period, underscoring a business that continues to scale on both the top and bottom line even as...

Sable Offshore (SOC) just received a major regulatory reset, with Washington reclassifying its key California pipeline as an interstate asset under PHMSA, which shifts control away from state agencies and clears a path to restart flows. See our latest analysis for Sable Offshore. The regulatory win has snapped Sable’s slump into sharp focus, with a 1 day share price return of 56.44 percent and 1 month share price return of 79.57 percent. However, the year to date share price return remains...

Earlier this month, Abbott announced U.S. FDA clearance and CE Mark for its Amplatzer Piccolo Delivery System, enhancing minimally invasive treatment of patent ductus arteriosus in premature infants, while also expanding access to its Lingo over-the-counter continuous glucose monitor to Android users in the wellness market. Together, these moves underscore Abbott’s push to pair specialized pediatric cardiology devices with broader consumer-facing glucose insights, tightening the link between...

In recent days, Applied Digital has come under pressure as investors reassessed heavily financed AI data-center expansion plans and sector-wide risks tied to intensive capital spending and slower payback timelines. At the same time, the company’s multi-decade AI data-center pivot, anchored by long-term leases with hyperscalers and backed by large debt and equity financing, highlights a business model balancing contracted revenue visibility against higher leverage, customer concentration,...

In recent days, Pinterest highlighted rising Monthly Active Users, strong EBITDA margin of 28.3%, and a free cash flow margin of 27.4%, underscoring improved efficiency and cash generation. At the same time, Pinterest’s agreement to acquire CTV platform tvScientific points to an effort to extend its intent-based advertising model into connected TV, potentially broadening how advertisers measure and scale performance campaigns. With user growth supporting higher-margin revenue...

In early December 2025, General Dynamics’ board promoted long-time executive Danny Deep to president and announced upcoming controller succession, while its GDIT unit secured a US$285 million cybersecurity contract from the Commonwealth of Virginia and the Marine segment gained a US$2.28 billion Columbia-class submarine contract extension. Together with progress resolving Aerospace production issues and sustained demand for G700 and G800 jets, these moves deepen General Dynamics’ exposure to...

PulteGroup (PHM) has slipped about 1% today and roughly 5% over the past week, even though the stock is still up around 13% year to date, raising fresh questions about valuation. See our latest analysis for PulteGroup. That recent pullback comes after a strong run, with the share price now at $121.61 and the longer term total shareholder return still comfortably positive. This suggests momentum has cooled rather than reversed as investors reassess growth versus housing market risk. If...

Steel Dynamics recently issued fourth-quarter 2025 earnings guidance, forecasting diluted EPS of US$1.65–US$1.69 and highlighting weaker profitability from lower steel selling prices, seasonal demand softness, and extended maintenance outages across its steel, metals recycling, and fabrication operations. At the same time, the company continued ramping up its new aluminum flat-rolled mill and recycled slab center, securing product qualifications across industrial, beverage can, and...

In the past quarter, SentinelOne reported 23% year-over-year revenue growth, surpassed US$1.00 billion in annual recurring revenue, and reached positive non-GAAP operating and free cash flow margins while also announcing its CFO’s planned departure and ongoing participation in high-profile cybersecurity investigations. At the same time, major shareholder Insight Holdings Group trimmed its stake by 3 million shares but retained SentinelOne as one of its largest positions, underscoring a shift...

AbbVie (ABBV) has quietly pulled back about 4% over the past month even as its one year return sits near 35%, setting up an interesting entry check for long term healthcare investors. See our latest analysis for AbbVie. The recent 1 month share price return of negative 4.5 percent looks more like a breather than a trend change, given AbbVie still boasts a 1 year total shareholder return near 35 percent and a strong multi year track record. If you are weighing AbbVie against other...

Corteva and Hexagon Bio recently announced a multi-million-dollar joint venture that combines Corteva’s nature-inspired crop protection portfolio with Hexagon Bio’s AI-driven natural-product discovery platform to develop new agricultural and human health solutions. This is the first agriculture-sector collaboration for Hexagon Bio and the first pharmaceutical-industry partnership for Corteva, highlighting a cross-industry push to scale nature-based, science-enhanced products in crop...

Newmont (NEM) just rode a wave of record breaking gold futures to a fresh all time high, as investors leaned into the metal on inflation worries, currency jitters, and ongoing central bank buying. See our latest analysis for Newmont. That macro tailwind has translated into a powerful move for Newmont, with a roughly 159% year to date share price return and a 173% one year total shareholder return signalling strong momentum as investors reassess both its growth potential and risk profile. If...

Crocs recently reported quarterly revenue of US$996.3 million, a 6.2% decline from a year earlier but still about 3.3% above analyst estimates, and also issued earnings guidance that topped expectations. Management’s continued emphasis on brand building, digital engagement, and international expansion suggests the company is working to support long-term growth even as near-term sales soften. We’ll now examine how Crocs’ better-than-expected results and upbeat earnings guidance might...

Earlier this week, investment firm BTIG initiated coverage on Amplitude (NASDAQ: AMPL) with a positive rating, highlighting the company as a leader in product analytics and emphasizing its growing traction with larger enterprise customers and AI-driven capabilities. This came alongside recent progress on Amplitude’s AI platform and acquisitions that broaden its product suite, reducing clients’ need for separate point solutions and reinforcing confidence in its platform-centric approach. Now...

In recent days, LendingClub entered the home improvement financing market through a partnership with Wisetack and a technology acquisition from Mosaic, while also authorizing a US$100 million share repurchase program that runs through the end of 2026. These moves, combined with strong institutional demand for its personal loans and growing use of structured loan products, highlight LendingClub’s push to broaden its revenue base and return capital to shareholders. We’ll now examine how...

Levi Strauss & Co. recently announced that Jeffrey J. Jones II, outgoing President and CEO of H&R Block, will join its board in January 2026, serving on both the Nominating, Governance and Corporate Citizenship Committee and the Compensation and Human Capital Committee. His cross-industry background at H&R Block, Uber and Target adds rare depth in consumer insights, brand building and organizational transformation at a time when Levi’s is pushing further into direct-to-consumer growth. We’ll...

Canadian Solar (NasdaqGS:CSIQ) just landed another big battery deal in Australia, with its e-STORAGE unit set to deliver a 408 MWh system for Vena Energy’s Tailem Bend 3 project in South Australia. See our latest analysis for Canadian Solar. The latest Australian storage win lands as Canadian Solar’s momentum has swung sharply higher, with a roughly 90 day share price return of about 103% and a 1 year total shareholder return of around 121%, despite deeper five year total shareholder losses...

If you are wondering whether Salesforce is still worth buying at today’s price or if the best days are already priced in, you are not alone. This article is going to unpack exactly what you are paying for. After a choppy stretch where the stock is down about 1.8% over the last week and roughly 10.3% higher over the past month, Salesforce is still sitting on a steep drawdown of around 22.1% year to date and 22.9% over the last year, even though it has more than doubled, up about 101.9%, over...

Insight Enterprises (NSIT) has had a rough stretch lately, with the stock sliding almost 50% this year as investors reassess valuations across IT services and infrastructure names. See our latest analysis for Insight Enterprises. That slide has wiped out much of Insight Enterprises’ short term share price gains, with the year to date share price return down 47.9 percent and the one year total shareholder return off 50.6 percent. This suggests sentiment has swung from optimism toward caution...