U.S. Logistics Stock News

NasdaqGM:ATRC
NasdaqGM:ATRCMedical Equipment

Why AtriCure (ATRC) Is Down 12.9% After Issuing 2026 Profitability Guidance And Revenue Outlook

AtriCure, Inc. recently reported its fourth quarter and full-year 2025 results, with quarterly revenue of US$140.5 million, a swing to net income of US$1.76 million, and substantially reduced full-year losses alongside 2025 revenue of US$534.53 million. Management also issued 2026 guidance calling for US$600 million to US$610 million in revenue and positive net income, while highlighting progress in key clinical programs and new product launches that could influence the company’s market...
NYSE:TPH
NYSE:TPHConsumer Durables

Tri Pointe Homes Buyout By Sumitomo Forestry Sparks Fairness Questions

Tri Pointe Homes (NYSE:TPH) has entered a definitive agreement to be acquired by Sumitomo Forestry in an all cash deal. The transaction will take Tri Pointe private as a wholly owned subsidiary and its shares are expected to be delisted upon closing. Multiple law firms have launched investigations into whether the deal terms and process are fair to Tri Pointe shareholders. For investors watching NYSE:TPH, this buyout comes after a period of strong share price performance. The stock is at...
NYSE:RHLD
NYSE:RHLDProfessional Services

Is Resolute Holdings Management (RHLD) Offering Opportunity After Recent Share Price Weakness

Wondering if Resolute Holdings Management is starting to offer value at its current share price, or if it still looks fully priced? This article walks through the key signals that matter. The stock last closed at US$179.59, after a 7 day return of an 11.6% decline and a 30 day return of a 13.0% decline, while the year to date return sits at a 3.7% decline. All of these moves can influence how investors think about both upside and risk today. Recent coverage of Resolute Holdings Management...
NYSE:TOST
NYSE:TOSTDiversified Financial

Toast Instacart Deal Aims To Deepen Restaurant And Retail Platform Reach

Toast (NYSE:TOST) and Instacart have entered a partnership to link Toast retail customers' in-store inventory with the Instacart marketplace. The collaboration aims to expand online reach for retailers using Toast and streamline e-commerce operations. Toast-powered restaurants are expected to gain new tools for just-in-time supply procurement through Instacart. For investors watching NYSE:TOST, this move sits at the intersection of restaurant tech, retail software and online grocery...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Is Pagaya Technologies (PGY) Pricing Look Compelling After Recent Share Price Slide?

If you are wondering whether Pagaya Technologies' share price really reflects what the business is worth, you are not alone. This article focuses on what the current valuation might be telling you. Despite interest in AI enabled financial technology, Pagaya's share price has seen sharp declines recently, with a 10.1% drop over the last 7 days, 44.1% over the last 30 days, 44.8% year to date and 27.4% over the past year, while the 3 year return sits at 6.0%. Recent news flow around Pagaya has...
NYSE:WTTR
NYSE:WTTREnergy Services

Is Select Water Solutions (WTTR) Pricing Reflect Recent Energy Sector Water Projects Accurately

If you are looking at Select Water Solutions and wondering whether the current price reflects its true worth, this article will walk through what the numbers are actually saying about the stock. The share price last closed at US$13.26, with returns of 4.2% over 7 days, 12.2% over 30 days, 19.6% year to date, 1.8% over 1 year, 79.7% over 3 years, and 120.8% over 5 years. This gives useful context before comparing that price to estimates of value. Recent news around Select Water Solutions has...
NYSE:SCHW
NYSE:SCHWCapital Markets

Is Charles Schwab (SCHW) Attractively Priced After Recent Share Price Weakness

If you are wondering whether Charles Schwab is reasonably priced at its current level, this article walks through the numbers so you can judge the value for yourself. The stock last closed at US$93.08, with a 7 day return of 6.2% decline, a 30 day return of 10.3% decline, a year to date return of 8.4% decline, and a 1 year return of 15.6%, 3 year return of 21.7% and 5 year return of 58.6%. Recent headlines around Charles Schwab have focused on its role as a major US brokerage and bank, as...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

CFO Retirement And Interim Successor Put Focus On MPWR Valuation And Margins

Monolithic Power Systems (NasdaqGS:MPWR) announced the retirement of Chief Financial Officer and Executive Vice President Bernie Blegen after a decade in executive roles. Long-time Corporate Controller Rob Dean has been promoted to interim CFO, marking an internal succession within the finance team. The leadership change highlights a transition at the top of the company’s financial function while the board considers longer term plans for the role. Monolithic Power Systems focuses on analog...
NasdaqCM:ATOM
NasdaqCM:ATOMSemiconductor

A Look At Atomera (ATOM) Valuation After GAA MST Breakthroughs And New OEM Partnership

Atomera (ATOM) is back on investors’ radar after reporting fourth quarter and full year 2025 results that highlight very small current sales, continued losses, and ongoing investment in its Mears Silicon Technology platform. See our latest analysis for Atomera. The latest earnings release and technical updates landed alongside a sharp shift in sentiment, with a 46.17% 1 day share price return and a 142.80% year to date share price return contrasting with a 5 year total shareholder return...
NasdaqCM:DJCO
NasdaqCM:DJCOSoftware

Daily Journal (DJCO) Quarterly Loss Challenges Bullish Earnings Growth Narrative

Daily Journal's Q1 2026 Results In Focus Daily Journal (DJCO) opened fiscal 2026 with Q1 revenue of US$19.5 million and a basic EPS loss of US$5.79, against trailing 12 month EPS of US$67.70 on revenue of US$89.5 million, which has been influenced by a one off gain of US$109.2 million over the past year. The company has seen quarterly revenue move from US$17.7 million in Q1 2025 to US$19.5 million in Q1 2026, while trailing 12 month EPS has shifted from US$55.48 to US$67.70 and net income...
NYSE:BLSH
NYSE:BLSHCapital Markets

Will Ark Invest’s BitLicense-Era Buying Spree Change Bullish's (BLSH) Institutional Crypto Narrative?

In recent weeks, Ark Invest has steadily accumulated shares of cryptocurrency exchange Bullish, purchasing about US$58.75 million across ten consecutive trading days. This persistent buying coincides with Bullish securing a New York BitLicense and highlighting more than US$1.50 trillion in cumulative trading volume, underscoring its focus on large professional clients. Next, we’ll examine how Ark Invest’s repeated Bullish purchases shape the company’s investment narrative and perceived...
NYSE:DFIN
NYSE:DFINCapital Markets

Donnelley Financial Solutions (DFIN) One Off US$95.5M Loss Reshapes Margin Narratives

Donnelley Financial Solutions (DFIN) just wrapped up FY 2025 with fourth quarter revenue of US$172.5 million and basic EPS of US$0.24. This came alongside full year trailing twelve month basic EPS of US$1.18 on revenue of US$767 million and net income of US$32.4 million. The company’s quarterly revenue moved from US$156.3 million with basic EPS of US$0.22 in Q4 2024 to US$201.1 million with EPS of US$1.08 in Q1 2025, US$218.1 million with EPS of US$1.30 in Q2, US$175.3 million with an EPS...
NasdaqCM:SHIP
NasdaqCM:SHIPShipping

Seanergy Maritime Holdings (SHIP) EPS Rebound Tests Bullish Growth Narrative

Seanergy Maritime Holdings (NasdaqCM:SHIP) has wrapped up FY 2025 with fourth quarter revenue of US$49.4 million and basic EPS of US$0.60, capping a year in which trailing twelve month revenue came in at US$158.1 million and EPS at US$1.04. Over recent periods, revenue has moved from US$41.7 million in Q4 2024 to US$49.4 million in Q4 2025. Quarterly EPS shifted from US$0.25 to US$0.60, alongside trailing twelve month net income of US$21.2 million. With trailing net profit margin sitting at...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Evergy’s New US$500m Loan Reshapes Funding Capacity And Investor Focus

Evergy entered into a new $500 million unsecured term loan agreement that replaces a smaller prior facility. The company plans to use the facility for capital expenditures, acquisitions, and repayment of existing debt. The new loan provides fresh funding capacity that could influence Evergy’s capital allocation and balance sheet structure. For investors watching NasdaqGS:EVRG, this financing move comes with the stock trading at $81.51 and showing returns of 3.5% over the past week and 6.6%...
NYSE:LH
NYSE:LHHealthcare

Labcorp Holdings (LH) Margin Improvement Reinforces Bullish Earnings Recovery Narrative

Labcorp's FY 2025 headline numbers and earnings context Labcorp Holdings (LH) closed out FY 2025 with fourth quarter revenue of US$3,515.8 million and basic EPS of US$2.00, while trailing twelve month EPS came in at US$10.53 on revenue of US$13.95 billion. The company has seen revenue move from US$3,329.4 million in Q4 2024 to US$3,515.8 million in Q4 2025, with quarterly basic EPS shifting from US$1.72 to US$2.00 over the same period. This set up a year where reported earnings grew 17.5% and...
NasdaqGS:CRNT
NasdaqGS:CRNTCommunications

Ceragon Networks (CRNT) Ends FY 2025 With Thin Profit Challenging Bullish Margin Narratives

Ceragon Networks (NasdaqGS:CRNT) has wrapped up FY 2025 with fourth quarter revenue of US$82.3 million and basic EPS of about US$0.001, alongside net income of roughly US$0.1 million. This keeps the full year on a trailing 12 month loss of US$2.1 million, or EPS of about US$0.02. The company has seen quarterly revenue range from US$88.7 million in Q1 2025 to US$82.3 million in Q4 2025, while basic EPS moved from a loss of about US$0.01 in the first half to small positive readings of roughly...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech (KRYS) Net Margin Expansion Tests Bullish Long Term Profitability Narratives

Krystal Biotech (KRYS) closed FY 2025 with Q4 revenue of US$107.1 million and basic EPS of US$1.77, rounding out a year where trailing twelve month revenue reached US$389.1 million and EPS came in at US$7.08, alongside reported earnings growth of 129.7% year over year. Over the past six quarters in the dataset, revenue has moved from US$83.8 million in Q3 2024 to US$107.1 million in Q4 2025. Quarterly basic EPS tracked from US$0.95 to US$2.74 and then US$1.77, setting the backdrop for a...
NasdaqGS:FELE
NasdaqGS:FELEMachinery

Franklin Electric (FELE) Margin Compression To 6.9% Tests Bullish Profitability Narratives

Franklin Electric (FELE) just closed out FY 2025 with Q4 revenue of US$506.9 million and basic EPS of US$0.87, alongside trailing twelve month revenue of about US$2.1 billion and EPS of US$3.25. Over the past few quarters, the company has seen revenue range from US$455.2 million to US$587.4 million and quarterly EPS move between US$0.37 and US$1.32. This gives investors a clear look at how the top line and EPS have tracked into the latest print. At the same time, a softer net margin backdrop...
NYSE:SUN
NYSE:SUNOil and Gas

Sunoco (SUN) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Earnings

Sunoco (SUN) has wrapped up FY 2025 with fourth quarter revenue of US$8.6b and basic EPS of US$1.35, alongside net income excluding extra items of US$185m. This puts a clear spotlight on how efficiently those sales are turning into profit. The company has seen quarterly revenue move from US$5.3b and EPS of US$0.76 in Q4 2024 to US$8.6b and EPS of US$1.35 in Q4 2025. Trailing 12 month revenue stands at US$25.2b with EPS of US$3.55, setting the stage for investors to focus closely on how a 1.9%...
NYSE:WD
NYSE:WDDiversified Financial

Walker And Dunlop Expands European Role With ESG Zuiderpoort Refinancing

Walker & Dunlop (NYSE:WD) arranged a major ESG-focused refinancing for the Zuiderpoort office complex in Ghent, Belgium. The financing supports plans to upgrade the property, including a fossil fuel free HVAC system and other sustainability measures. The deal highlights the company’s role in cross border real estate financing and activity in Europe’s green property market. For you as an investor following Walker & Dunlop, this deal sits within the company’s core business of real estate...