U.S. Logistics Stock News

NYSE:AIT
NYSE:AITTrade Distributors

How Insider Selling and Dividend Hike Will Impact Applied Industrial Technologies (AIT) Investors

In recent weeks, Warren E III Hoffner, Applied Industrial Technologies’ VP and General Manager of Fluid Power, sold 4,000 company shares, while management reiterated confidence in order momentum, engineered solutions, and cash generation despite accounting-driven margin pressures. Alongside this insider sale, Applied emphasized support for its long-term business direction through ongoing bolt-on acquisitions like Thompson Industrial Supply and an 11% dividend increase. With management’s...
NYSE:GVA
NYSE:GVAConstruction

Granite Construction (GVA) Valuation Check After Earnings Beat And New Interstate 80 Contract

Granite Construction (GVA) is back in focus after reporting better-than-expected Q4 and full-year 2025 results, paired with a new Interstate 80 East Widening preconstruction contract that adds to its public infrastructure workload. See our latest analysis for Granite Construction. The latest earnings beat, new Interstate 80 preconstruction award and a recently affirmed quarterly dividend have come alongside a 30 day share price return of 7.89% and a 90 day share price return of 29.05%, while...
NYSE:CNA
NYSE:CNAInsurance

CNA Financial (CNA) Valuation Check After Robust Earnings And Special Dividend Announcement

Earnings, special dividend and higher regular payout put CNA Financial in focus CNA Financial (CNA) is back on investor radar after reporting fourth quarter and full year 2025 earnings, while also announcing a US$2.00 per share special dividend and a higher regular quarterly dividend. See our latest analysis for CNA Financial. At a share price of US$48.69, CNA’s recent 30 day share price return of 4.98% and 90 day share price return of 6.33% sit alongside a 1 year total shareholder return of...
NYSE:IT
NYSE:ITIT

A Look At Gartner (IT) Valuation After Weak Contract Value Results And Securities Law Investigations

Gartner (IT) is under pressure after weak fourth quarter contract value figures, cautious 2026 guidance, a sharp share price drop, and new securities law investigations into its financial disclosures and use of non GAAP metrics. See our latest analysis for Gartner. Those weak contract value figures, cautious 2026 outlook, and the new securities law investigations line up with a sharp reset in sentiment. A 30 day share price return of 31.25% decline and a 1 year total shareholder return of...
NYSE:HMN
NYSE:HMNInsurance

How Investors Are Reacting To Horace Mann Educators (HMN) Stronger 2025 Revenue And Profitability Results

In early February 2026, Horace Mann Educators Corporation reported its full-year 2025 results, with revenue of US$1,701.4 million and net income of US$162.1 million, both higher than the prior year. The sharp increase in net income versus 2024 suggests that Horace Mann’s underlying profitability improved meaningfully over the year, beyond simple top-line expansion. We’ll now examine how this stronger full-year revenue and earnings performance may influence Horace Mann’s existing investment...
NYSE:RACE
NYSE:RACEAuto

Ferrari Luce Puts Luxury EV Growth And Brand Scarcity To The Test

Ferrari (NYSE:RACE) is preparing to unveil its first full-electric vehicle, the Ferrari Luce. The launch marks a key step in the company’s move into ultra-premium electric vehicles while it continues to focus on profitability and exclusivity. The Luce is positioned as Ferrari’s entry into electric mobility alongside its broader product diversification efforts. For you as an investor, Ferrari sits in a very specific corner of the auto market, focused on high-end performance cars with tight...
NYSE:BLSH
NYSE:BLSHCapital Markets

ARK Invest Buying And New York BitLicense Shape Bullish Outlook

ARK Invest has purchased NYSE:BLSH shares for ten consecutive trading days, signaling ongoing institutional interest. Bullish recently secured approval for a New York BitLicense, expanding its regulatory footprint in a key U.S. market. The BitLicense allows Bullish to broaden custody services and access a wider pool of professional clients in New York. For Bullish, ticker NYSE:BLSH, the combination of steady ARK Invest buying and a New York BitLicense arrives at a time when the broader...
NYSE:TME
NYSE:TMEEntertainment

Tencent Music Entertainment Group (NYSE:TME) Valuation After Stimulus Driven Share Price Jump

Tencent Music Entertainment Group (NYSE:TME) jumped 15.7% after China announced its largest stimulus package since the pandemic. The measures include interest rate cuts and looser mortgage rules that lifted sentiment toward Chinese consumer tech names. See our latest analysis for Tencent Music Entertainment Group. The latest jump comes after a weaker few months, with a 30 day share price return of a 4.4% decline and a 90 day share price return of a 16.1% decline, even as the 1 year total...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

A Look At Palo Alto Networks (PANW) Valuation After Recent Share Price Pullback

Recent performance snapshot for Palo Alto Networks (PANW) Palo Alto Networks (PANW) has drawn attention after a mixed recent return profile, with gains over the past week but negative moves over the past month and past 3 months, prompting a closer look at its fundamentals. See our latest analysis for Palo Alto Networks. At a share price of $166.95, Palo Alto Networks has seen short term momentum pick up, with a 1 day share price return of 2.54% and 7 day share price return of 4.79%. This...
NasdaqCM:DVLT
NasdaqCM:DVLTSemiconductor

Assessing Datavault AI (DVLT) Valuation After Recent Share Price Rebound And Ongoing Multi Year Drawdown

Datavault AI: recent performance snapshot Datavault AI (DVLT) has seen mixed share performance recently, with a 1 day return of 8.5% contrasting with a loss over the past 3 months and year to date weakness. For longer term holders, the stock shows a 1 year total return decline alongside a very large 3 year drawdown. This highlights how concentrated the risk has been around this name. See our latest analysis for Datavault AI. The latest 1 day share price return of 8.6% to US$0.79 comes after a...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Assessing 10x Genomics (TXG) Valuation After Recent Share Price Momentum

With no single headline event driving it today, 10x Genomics (TXG) is experiencing a combination of mixed recent share returns and ongoing interest in its genomics tools business, prompting closer attention from investors. See our latest analysis for 10x Genomics. The recent 3.5% 1 day share price gain to US$18.12 sits against a 30 day share price return of 12% and a 1 year total shareholder return of 47%. However, the 3 and 5 year total shareholder returns remain sharply negative, suggesting...
NYSE:SNA
NYSE:SNAMachinery

How Investors Are Reacting To Snap-on (SNA) Solid Q4 Results And Steady Dividend Amid Softer Sales

Snap-on reported fourth-quarter 2025 results with sales of US$1,231.9 million and diluted EPS of US$4.94, alongside a US$2.44 quarterly dividend declared for payment on March 10, 2026 to shareholders of record on February 24, 2026. While revenue growth was modest and earnings eased slightly for the full year, Snap-on’s uninterrupted quarterly dividend record since 1939 underscores how management is prioritizing consistent shareholder returns amid a turbulent demand backdrop. Now we’ll assess...
NYSE:PHIN
NYSE:PHINAuto Components

PHINIA Growth Story Links 2025 Execution With 2026 Transition Goals

PHINIA Inc. (NYSE:PHIN) reported year over year growth across key business segments in 2025. The company recorded three consecutive quarters of growth in both Fuel Systems and Aftermarket segments. Management reduced debt, improved leverage, and expressed optimism for 2026. Leadership is targeting further market share gains in areas such as Gasoline Direct Injection and alternative fuels. PHINIA, trading as NYSE:PHIN, focuses on Fuel Systems and Aftermarket products that support internal...
NYSE:W
NYSE:WSpecialty Retail

Wayfair Taps Google AI Shopping To Test New Growth Channel

Wayfair (NYSE:W) has integrated with Google's Universal Commerce Protocol. U.S. shoppers can now buy Wayfair products directly within Google Search and the Gemini app through AI powered discovery. The new shopping experience is tied to Google's AI driven commerce platform, enabling seamless checkout inside Google's ecosystem. Wayfair is an online home goods and furniture retailer that is closely connected to digital traffic and user experience across its website and apps. By plugging into...
NYSE:MRK
NYSE:MRKPharmaceuticals

A Look At Merck (MRK) Valuation After New Keytruda Approval And Oncology Data Updates

Why Merck stock is back in focus Merck (MRK) is back on investors radars after the FDA approved KEYTRUDA and its subcutaneous QLEX formulation for platinum-resistant ovarian cancer, alongside fresh oncology data heading to the 2026 ASCO GU symposium. This new indication makes KEYTRUDA the first PD-1 inhibitor cleared for this difficult ovarian cancer population, supported by Phase 3 results. The upcoming genitourinary presentations highlight how central oncology remains to Merck's long-term...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Assessing Cipher Mining (CIFR) Valuation As AI Data Center Deals And HPC Expansion Gain Traction

Cipher Mining (CIFR) is reshaping its business beyond crypto mining, anchored by a US$3b, 10-year Fluidstack partnership for AI focused data centers and a US$2b private placement backing its Black Pearl high performance computing facility. See our latest analysis for Cipher Mining. At a share price of US$16.42, Cipher Mining has seen momentum swing around its news flow, with an 11.47% 7 day share price return and a 14.43% 90 day share price return sitting alongside a 1 year total shareholder...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Is It Time To Reassess Alkermes (ALKS) After Mixed Share Price Performance?

If you are wondering whether Alkermes at around US$33.16 is offering good value right now, this article will walk through what the numbers actually suggest. The share price performance shows a mixed picture, with a 5% decline over the last 7 days, a 4.8% gain over the last 30 days, a 17.3% gain year to date, and a 7.6% decline over the last year alongside gains of 20.1% over 3 years and 72.1% over 5 years. Recent coverage has focused on Alkermes as a long established player in the...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

How Investors Are Reacting To Match Group (MTCH) Flat 2026 Outlook Amid AI Push And Capital Returns

Match Group reported past fourth-quarter 2025 sales of US$878.01 million and net income of US$209.65 million, alongside full-year 2025 sales of US$3.49 billion and a higher annual profit, while also updating its 2026 revenue outlook to be roughly flat year-on-year. Alongside the earnings release, Match Group raised its quarterly dividend, completed a sizeable share repurchase program, and highlighted cost savings that are being redirected into AI-driven product innovation and...
NYSE:ABM
NYSE:ABMCommercial Services

Assessing ABM Industries (ABM) Valuation After Recent Share Price Volatility

What ABM Industries (ABM) investors may be watching now ABM Industries (ABM) recently closed at $44.51, with shares showing a 2.46% move over the past day, a small decline over the past month, and a gain across the past 3 months. See our latest analysis for ABM Industries. That 2.46% 1 day share price gain comes after a 6.41% 7 day share price pullback. The 90 day share price return of 10.42% suggests momentum has been rebuilding even as the 1 year total shareholder return of 13.92% remains...
NYSE:NOW
NYSE:NOWSoftware

Is ServiceNow (NOW) Quietly Recasting Itself as the AI Workflow Control Tower of the Enterprise?

In recent days, ServiceNow has accelerated its AI push through new alliances such as Kearney’s BPR.ai offering, multiple AI-focused acquisitions, and the appointment of Danielle Fontaine as Chief Accounting Officer and Corporate Controller following her prior role as Assistant Controller. Together with upbeat analyst research and growing ecosystem activity on its platform, these moves highlight how ServiceNow is being framed as an AI workflow “control tower” rather than a software company at...
NYSE:DOCS
NYSE:DOCSHealthcare Services

Reassessing Doximity (DOCS) After Steep Share Price Declines

If you are looking at Doximity and wondering whether the current share price offers value, this article will walk through what the numbers actually say rather than just the headlines. The stock has recently been under pressure, with returns of a 9.8% decline over 7 days, 39.4% decline over 30 days, 42.2% decline year to date and 67.5% decline over the past year from a last close of US$25.02. Recent coverage has focused on Doximity as a leading digital platform for U.S. physicians and how its...
NYSE:ACN
NYSE:ACNIT

Accenture Sharpens Leadership And Security Focus With New CCO And Partnership

Accenture (NYSE:ACN) appoints Rachel Frey as chief communications officer and adds her to the Global Management Committee. The company establishes the chief communications officer role to focus on communication and stakeholder engagement at the top leadership level. Accenture enters a managed security service partnership with Black Duck to expand its application security offerings. For you as an investor looking at Accenture, this update sits at the intersection of leadership and...
NasdaqCM:FONR
NasdaqCM:FONRMedical Equipment

Fonar (FONR) Margin Compression To 6.7% Reinforces Profitability Concerns After Q2 2026 Results

FONAR (FONR) has just posted its Q2 2026 numbers, with quarterly revenue of about US$26 million and basic EPS of US$0.33, setting the stage against a year of trailing EPS of roughly US$1.08 on revenue of about US$105 million. Over recent quarters, the company has seen revenue move between roughly US$24.9 million and US$27.3 million, while quarterly EPS has ranged from about US$0.11 to US$0.46. This has left investors focused on how these latest figures feed into a story of compressing margins...
NYSE:AES
NYSE:AESRenewable Energy

AES Takeover Interest Meets Panama Lawsuit And Renewables Growth Story

BlackRock's Global Infrastructure Partners and EQT AB are reported to be exploring a potential acquisition of AES (NYSE:AES). AES is facing a $4b lawsuit in Panama alleging anti-competitive practices in the LNG market. These parallel developments raise questions about future ownership, legal exposure, and capital access for the company. NYSE:AES recently closed at $16.28, with the stock up 14.7% over the past 30 days and 73.3% over the past year, while longer term 3 year and 5 year returns...