U.S. Logistics Stock News

Why tokenization is putting Coinbase Global (COIN) back in focus Recent commentary from Coinbase Global (COIN) executives and analysts around tokenization and its potential to move multiple asset classes onto blockchain rails has brought fresh attention to the stock despite slower trading activity. See our latest analysis for Coinbase Global. That tokenization push is landing at an interesting time, with Coinbase Global’s share price at US$242.98 after a 27.75% decline over the last 90 days...

CACI International (CACI) is back in focus after winning a five year, single award U.S. Navy technology task order worth up to $416 million, sharpening investor attention on its government IT contract pipeline. See our latest analysis for CACI International. The fresh U.S. Navy contract comes on the heels of recent wins with the U.S. Space Force and board changes that deepen CACI International’s defense and financial expertise. The stock’s momentum reflects that backdrop, with a 90 day share...

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...

Stoke Therapeutics (STOK) has drawn fresh attention after announcing accelerated timelines for its EMPEROR Phase 3 study of zorevunersen in Dravet syndrome, including earlier expected enrollment completion and a mid 2027 data readout. See our latest analysis for Stoke Therapeutics. The accelerated EMPEROR timeline arrives after a choppy stretch in the market, with a 10.44% one day share price decline and a 16.47% 7 day share price return pullback. However, the 1 year total shareholder return...

If you have been wondering whether Equity Residential is attractively priced right now, this article walks through the key numbers so you can judge the value for yourself. The stock recently closed at US$60.26, with returns of about 1.1% decline over 7 days, 1.1% decline over 30 days, 2.9% decline year to date, and 9.2% decline over the past year, while the 3 year and 5 year returns sit at 12.6% and 18.3% respectively. Recent attention on Equity Residential has been driven mainly by ongoing...

On January 8, 2026, Wolfe Research downgraded Ryder System from an “Outperform” rating to “Peer Perform,” while maintaining its existing view on the company. The downgrade, coming from an analyst with a relatively strong track record, adds a fresh layer of scrutiny to Ryder’s longer-term logistics and contract-based growth story. We’ll now examine how Wolfe Research’s downgrade and its implications for analyst sentiment may influence Ryder System’s existing investment narrative. These 18...

Plains GP Holdings (PAGP) is drawing fresh attention after announcing a higher quarterly distribution of $0.4175 per Class A share, a 10% annualized increase versus November 2025, tied to fourth quarter 2025 results. See our latest analysis for Plains GP Holdings. Alongside the higher distribution, Plains GP Holdings’ recent share price performance has been firm, with a 90 day share price return of 16.68% and a three year total shareholder return of 94.44%. This suggests momentum has been...

Option Care Health, Inc., the largest independent provider of home and alternate site infusion services in the U.S., recently released preliminary unaudited results for the fourth quarter and full year 2025, issued initial 2026 guidance calling for net revenue of US$5.8 billion to US$6.0 billion, and doubled its share repurchase authorization to US$1.0 billion. This combination of early guidance and a larger buyback authorization highlights management’s confidence in the business model and...

Why Entergy (ETR) is on investors’ radar today Entergy (ETR) is drawing attention after recent share performance that includes a small 1-day move and mixed returns over the past month and past 3 months, prompting fresh interest in its valuation. See our latest analysis for Entergy. At a share price of $93.5, Entergy’s modest 30 day share price return of 1.25% contrasts with a softer 90 day patch, while a 1 year total shareholder return of 24.74% points to momentum that has been stronger over...

In early January 2026, Citigroup confirmed plans to cut about 1,000 jobs as part of a broader effort to reduce its workforce by 20,000 roles by year-end, while also maintaining a US$0.60 quarterly common dividend and declaring multiple preferred stock dividends payable in February 2026. These simultaneous cost-cutting moves, capital returns, and continued debt issuance highlight the tension between Citigroup’s restructuring ambitions and the resources required to support its global banking...

In recent days, Synchrony expanded its integration with Clover from Fiserv, enabling more than 40,000 health and wellness providers to accept CareCredit payments and process new CareCredit applications directly on Clover devices, while Fiserv also introduced its Unknown Shopper in-store analytics tool and deepened its AI collaboration with Microsoft. Together, these developments highlight how Fiserv is using AI and data to turn its Clover and payments platforms into broader customer insight...

Investor focus has shifted to AvalonBay Communities (AVB) ahead of its Q4 2025 earnings release, following a Q3 core FFO miss, softer rental demand, and cautious analyst updates, including a reaffirmed hold rating. See our latest analysis for AvalonBay Communities. At a share price of $178.39, AvalonBay Communities has recently seen softer momentum, with a 90 day share price return of a 3.79% decline and a 1 year total shareholder return of a 14.35% loss. The 3 and 5 year total shareholder...

In January 2026, iRhythm Technologies reported that its full-year 2025 revenue is expected to surpass its prior guidance high of US$740 million and issued 2026 revenue guidance of about US$870 million to US$880 million, reflecting projected year-over-year growth in the high teens. The company also highlighted record fourth-quarter 2025 unit volumes, its first-ever period of free cash flow positivity, and ongoing expansion initiatives including AI-enabled partnerships and moves into adjacent...

TechnipFMC recently announced it has secured a large integrated Engineering, Procurement, Construction, and Installation contract from bp for the greenfield Tiber development in the Gulf of America, valued between US$600 million and US$800 million and booked into fourth-quarter 2025 orders. The direct award, which builds on TechnipFMC’s earlier 20K Paleogene Kaskida work for bp, underlines the company’s role in high-pressure deepwater project delivery and reinforces a long-running client...

Biohaven recently reported positive early clinical experience with its first-in-class extracellular protein degraders in IgA nephropathy and Graves' disease, showing rapid removal of disease-causing proteins and associated clinical improvements, and secured FDA alignment on a pivotal IgA nephropathy study planned to start in early 2026. A distinctive aspect of this update is Biohaven's ability to selectively target pathogenic antibodies while sparing healthy ones, highlighting the potential...

In recent days, Wedbush highlighted that tightening memory and storage supply, driven by hyperscaler demand, could support higher pricing across DRAM and storage, with Pure Storage positioned as a potential beneficiary as AI and data-center workloads expand. At the same time, founder John “Coz” Colgrove’s family trust share transfer and his upcoming conference appearance have sharpened investor focus on how Pure Storage might capitalize operationally on AI-related storage demand and...

In recent days, Citi Research and other Wall Street firms upgraded Palantir Technologies, citing stronger confidence in its AI-driven government and commercial software growth. This wave of analyst enthusiasm highlights how Palantir’s Artificial Intelligence Platform and expanding government modernization work are reshaping perceptions of its long-term business trajectory. We’ll now examine how this renewed analyst confidence in Palantir’s AI platforms influences the company’s investment...

In recent days, Wall Street Zen downgraded ConnectOne Bancorp from a “buy” to a “hold” rating, even as other research firms maintained an overall “Moderate Buy” consensus on the stock. At the same time, institutional investors have been increasing their positions in ConnectOne Bancorp, highlighting continued interest from larger, professional market participants despite the mixed analyst signals. Against this backdrop of a rating downgrade alongside growing institutional ownership, we’ll...

NANO Nuclear Energy recently announced it signed a Memorandum of Understanding with Ameresco to explore integrating advanced modular micro reactors, including the KRONOS MMR Energy System, with Ameresco’s engineering, procurement, and construction services for federal and commercial sites, covering development through decommissioning and coordination on potential government funding. This potential micro reactor collaboration marks an expansion of Ameresco’s clean energy infrastructure...

Simon Property Group (SPG) is back in focus after fresh commentary on its leasing spreads and occupancy, paired with supportive analyst notes, has reinforced interest in how its income and dividend profile is holding up. See our latest analysis for Simon Property Group. That leasing and occupancy story is playing out against a fairly steady share price, with Simon Property Group closing at $184.83 and a 90 day share price return of 5.12%, while its 1 year total shareholder return of 12.39%...

What the latest earnings and guidance tell you UniFirst (UNF) has put fresh numbers on the table, combining a first quarter update with new fiscal 2026 guidance that gives you more clarity on revenue, profitability and recent share repurchases. For the quarter ended November 29, 2025, the company reported sales of US$621.32 million compared with US$604.91 million a year earlier, while net income was US$34.36 million versus US$43.11 million. Diluted earnings per share from continuing...

In early January 2026, Calumet, Inc.’s subsidiaries completed an upsized private placement of US$405 million in 9.75% Senior Unsecured Notes due 2031, issued at 98.996% of par, to refinance existing 11.00% 2026 and 8.125% 2027 notes using the net proceeds alongside cash and revolver borrowings. By extending maturities and lowering coupon costs on a larger-than-planned offering, Calumet has reshaped its debt profile in a way that could support future projects such as the Montana Renewables...

Tower Semiconductor and LightIC Technologies recently announced a collaboration using Tower’s mature silicon photonics platform to manufacture LightIC’s FMCW LiDAR products, including the Lark long-range automotive LiDAR and FR60 compact LiDAR for robotics and Physical AI. This agreement highlights how Tower’s silicon photonics processes, already used in AI data-center networking, are being extended into sensing applications that could benefit from improvements in size, weight, power, and...

With a price-to-sales (or "P/S") ratio of 9.7x Cellebrite DI Ltd. ( NASDAQ:CLBT ) may be sending very bearish signals...