U.S. Logistics Stock News

NasdaqGS:MMYT
NasdaqGS:MMYTHospitality

Does MakeMyTrip’s Premium Hotel Tie-Up with Minor Hotels Reshape Its Outbound Travel Moat (MMYT)?

Earlier this week, Minor Hotels announced a partnership with MakeMyTrip to offer Indian travellers access to more than 560 premium international properties across brands such as Anantara Hotels & Resorts, NH Collection Hotels & Resorts, and Minor Reserve Collection. This tie-up deepens MakeMyTrip’s direct global hotel inventory, potentially reinforcing its role as a preferred platform for Indians booking higher-end stays abroad. We’ll now explore how this expanded premium hotel inventory for...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Criteo’s New AI Service Tests Investor Patience And Valuation Gap

Criteo has introduced its Agentic Commerce Recommendation Service, an AI-driven product for shopping assistants. The service uses Criteo’s commerce intelligence and real-world shopping data to generate personalized product recommendations. The launch is aimed at retailers and platforms looking to embed higher quality recommendation engines into online shopping journeys. Criteo, listed on NasdaqGS:CRTO, is rolling out this new service at a time when its share price stands at $18.21. The...
NYSE:BROS
NYSE:BROSHospitality

Does Dutch Bros (BROS) Share Slide Signal A New Opening For Long Term Investors

If you are wondering whether Dutch Bros at around US$50.82 is starting to look like value or still pricing in a lot of optimism, you are asking the right question. The share price has seen a 3.1% decline over the last week, a 16.7% decline over the last month, an 18.2% decline year to date, and a 39.2% decline over the last year, even though the 3 year return sits at 29.1%. These swings have kept Dutch Bros on many watchlists, with investors debating whether the current level is simply...
NasdaqGS:XP
NasdaqGS:XPCapital Markets

XP (XP) Is Up 6.1% After Record 2025 Results And R$2 Trillion Assets Milestone Has The Bull Case Changed?

XP Inc. has now reported its fourth-quarter and full-year 2025 results, with Q4 revenue rising to R$4,938 million and net income to R$1,282 million, while full-year revenue reached R$18.40 billion and net income R$5.17 billion, alongside higher basic and diluted earnings per share from continuing operations. Beyond the headline numbers, XP crossed the R$2 trillion client assets threshold in 2025 and highlighted increased use of technology and AI to enhance advisor productivity and client...
NYSE:HL
NYSE:HLMetals and Mining

Hecla Mining (HL) Valuation Check As Silver Shortfalls And Higher 2026 Guidance Draw Investor Focus

Hecla Mining (HL) is back in focus as silver enters a sixth straight year of production shortfalls versus demand, and the company outlines higher 2025 output, along with fresh guidance and Quebec asset plans. See our latest analysis for Hecla Mining. That backdrop of tight silver supply has been playing out against sharp swings in Hecla’s share price. The 1 day share price return shows an 11.82% decline and the 30 day share price return shows a 14.07% decline, yet the 90 day share price...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Evaluating MicroStrategy (MSTR) After Recent Share Price Swings And An 81.4% Undervalued Narrative

What recent moves in Strategy (MSTR) might be telling you Strategy (MSTR) has drawn attention after a mixed run in its share price, with a 14.96% gain over the past week contrasting with weaker returns over the month and past 3 months. See our latest analysis for Strategy. That 14.96% 7 day share price gain comes after a tougher stretch, with a 30 day share price return of 28.90% and year to date share price return of 21.74%. The 1 year total shareholder return of 62.14% contrasts sharply...
NYSE:DX
NYSE:DXMortgage REITs

How Dynex Capital’s (DX) Dividend Funded by Short-Term Financing Has Changed Its Investment Story

In February 2026, Dynex Capital, Inc.’s Board of Directors declared a US$0.17 per-share cash dividend for February, payable on March 2 to shareholders of record on February 23. This latest payout underscores the tension between Dynex Capital’s high-income appeal and growing concern over dividends funded largely through short-term financing rather than core cash flow. We’ll now examine how this dividend declaration, against the backdrop of short-term financing dependence, shapes Dynex...
NYSE:AAMI
NYSE:AAMICapital Markets

Acadian Asset Management (AAMI) Balances Rising Revenue And Dividends With Thinner Margins – What’s The Tradeoff?

In February 2026, Acadian Asset Management Inc. reported past fourth-quarter 2025 results showing revenue of US$172.2 million and net income of US$34.7 million, while also disclosing sales of US$2.5 million. On the same date, the company declared a quarterly dividend of US$0.10 per share, with an ex-dividend and record date of March 13, 2026, and payment scheduled for March 27, 2026, underscoring its ongoing capital return policy. We will now examine how the earnings mix of higher revenue...
NYSE:ACN
NYSE:ACNIT

Assessing Accenture (ACN) Valuation After Rachel Frey’s Appointment As Chief Communications Officer

Why Rachel Frey’s new role matters for Accenture (ACN) investors Accenture (ACN) has caught investor attention after appointing Rachel Frey as chief communications officer, a new leadership position reporting directly to CEO Julie Sweet and joining the Global Management Committee. The move comes as the company continues to highlight its work in AI and large scale technology services, and it puts formal responsibility for internal and external messaging, financial communications and crisis...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Does Paylocity (PCTY) Pair Slower Growth Guidance With Buybacks To Redefine Its Long-Term Edge?

In early February 2026, Paylocity reported second-quarter fiscal 2026 results showing higher revenue and net income year on year, issued fiscal 2026 revenue guidance implying single-digit growth over 2025, and confirmed it had completed a US$599.64 million share repurchase program covering 3,681,560 shares since May 2024. These results, paired with management’s focus on AI-enhanced HR tools and expanded product modules, prompted positive analyst commentary around Paylocity’s competitive...
NYSE:OMC
NYSE:OMCMedia

How Omnicom’s AI Push, Healthcare Strength, And Capital Returns At Omnicom Group (OMC) Has Changed Its Investment Story

In recent months, Omnicom Group reported organic revenue growth supported by specialty and healthcare communications, continued investment in AI-enabled marketing tools, and a reaffirmed commitment to dividends and share repurchases backed by a solid balance sheet. These developments highlight Omnicom’s effort to reposition itself from a traditional advertising holding company into a technology-infused marketing platform aimed at strengthening client relationships and long-term...
NYSE:MDT
NYSE:MDTMedical Equipment

Medtronic Antitrust Verdict Puts Legal And Contract Practices In Focus

Medtronic (NYSE:MDT) was found liable in a major antitrust lawsuit brought by Applied Medical. A jury awarded substantial damages to Applied Medical, marking a significant legal event for Medtronic. The verdict introduces legal and financial uncertainty that sits alongside recent attention on earnings and analyst commentary. Medtronic is a large medical technology company with a broad portfolio of devices and therapies used in hospitals and clinics globally. For investors who usually focus...
NYSE:CL
NYSE:CLHousehold Products

Is Colgate-Palmolive (CL) Pricing Look Stretched After Strong Year-To-Date Rally

If you are wondering whether Colgate-Palmolive stock is still fairly priced or starting to look expensive, you are in the right place to break down what the current market price might be implying. Colgate-Palmolive recently closed at US$96.17, with returns of 1.4% over the last 7 days, 15.9% over 30 days, 23.8% year to date, 12.3% over 1 year, 41.9% over 3 years and 37.5% over 5 years. Recent news coverage has focused on Colgate-Palmolive as a global consumer staples name, often highlighting...
NYSE:FCN
NYSE:FCNProfessional Services

Is FTI Consulting (FCN) Quietly Repositioning Its Talent Strategy To Deepen Sector‑Focused Moats?

In early February 2026, FTI Consulting, Inc. broadened its leadership bench with multiple Senior Managing Director appointments across Corporate Finance & Restructuring, Forensic and Litigation Consulting, and Business Transformation, spanning the Middle East, Europe and the United States. By adding specialist leaders in healthcare, chemicals, M&A transaction services, procurement and intellectual property, the firm is sharpening its sector expertise and regional reach in areas that align...
NYSE:LEU
NYSE:LEUOil and Gas

A Look At Centrus Energy (LEU) Valuation After Earnings Miss And $900 Million DOE Award

Centrus Energy Corp. (LEU) set off a sharp market reaction after reporting fourth quarter 2025 earnings that missed analyst expectations, even as it highlighted a large government enrichment award and expanded centrifuge manufacturing plans. See our latest analysis for Centrus Energy. The earnings miss has triggered a sharp reset in sentiment, with a 1 day share price return of 11.88% decline and a 30 day share price return of 37.91% decline. Total shareholder return over 1 year and 5 years...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

AI Disruption Tests LPL Financial As Advisors Shift And Valuation Gaps Emerge

Altruist launches an AI enabled tax planning tool that automates parts of complex advisory work. Advisor teams have recently moved both to and from LPL Financial Holdings (NasdaqGS:LPLA) as AI driven tools gain attention. These shifts are feeding investor concerns about technology driven disruption in wealth management and potential effects on LPL Financial’s competitive position. LPL Financial focuses on supporting independent financial advisors with technology, research, and back office...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Lululemon’s Unrestricted Power Targets Strength Training To Reignite Growth Narrative

Lululemon athletica (NasdaqGS:LULU) has launched Unrestricted Power™, a new platform and product line focused on heavy lifting and intense gym training. The collection introduces PowerLu™ fabric and strength training apparel developed with input from elite athletes. The launch expands Lululemon's presence in high-performance strength gear for both male and female gym-goers. Lululemon athletica, trading at $169.53, is rolling out Unrestricted Power™ at a time when its share price has seen a...
NasdaqGS:KHC
NasdaqGS:KHCFood

Kraft Heinz Turns From Breakup To US$600 Million Brand Reboot

Kraft Heinz, NasdaqGS:KHC, has halted its planned company breakup under new CEO Steve Cahillane. The company is redirecting its focus to a US$600 million turnaround program targeting core brands and internal improvements. Spending is set to go into marketing, research and development, product changes, and key pricing actions rather than pursuing a separation. Kraft Heinz, NasdaqGS:KHC, sits at the center of the packaged food sector with a portfolio of household brands that compete for shelf...
NYSE:AI
NYSE:AISoftware

C3 AI Field Services Launch Tests Growth Story For C3.ai Investors

C3.ai (NYSE:AI) and Vonage announced a collaboration to launch C3 AI Field Services. The new AI focused module targets enterprise field operations and technician support. The partnership combines C3.ai's enterprise AI tools with Vonage's communications technology. C3.ai focuses on enterprise AI applications, and this new C3 AI Field Services module fits into its push to serve large operational teams. Field service has been an active area for software providers as companies look for ways to...
NYSE:TNET
NYSE:TNETProfessional Services

TriNet Group (TNET) Margin Compression To 2.7% Reinforces Bearish Earnings Narratives

TriNet Group (TNET) has released its FY 2025 figures, reporting third quarter revenue of about US$1.2b, basic EPS of US$0.71 and net income of US$34m. These results set the tone for a year in which earnings and margins are firmly under the microscope. The company’s quarterly revenue moved from US$1.24b in Q3 2024 to US$1.22b in Q2 2025 and US$1.22b in Q3 2025, while basic EPS shifted from US$0.90 to US$0.77 and then US$0.71 over the same period. This leaves investors weighing softer...
NYSE:WAB
NYSE:WABMachinery

Is The Strong Multi Year Rally In Westinghouse Air Brake Technologies (WAB) Still Justified

If you are wondering whether Westinghouse Air Brake Technologies is fairly priced at its current level, this article will walk through what the numbers are really saying about the stock. The share price recently closed at US$253.79, with returns of 5.7% over 7 days, 11.6% over 30 days, 17.3% year to date, 29.8% over 1 year, 147.2% over 3 years and 261.8% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent headlines around...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

SS&C Wins Saltus And Allspring Mandates As Valuation Gap Widens

SS&C Technologies Holdings agreed a long term technology partnership with Saltus to support automation and consolidation across its wealth management platform. The company also expanded its transfer agency agreement with Allspring Global Investments, broadening investor servicing for the asset manager. These new and expanded mandates highlight demand for SS&C’s scalable, integrated and regulatory focused solutions across wealth and asset management. For investors tracking NasdaqGS:SSNC, the...
NYSE:BEN
NYSE:BENCapital Markets

Is Franklin Resources (BEN) Still Attractively Priced After Its Strong 1‑Year Share Price Run?

If you are wondering whether Franklin Resources is still reasonably priced at around US$27.09, you are not alone. This article focuses on what that means for value focused investors. The share price closed at US$27.09, with returns of 0.7% over 7 days, 7.2% over 30 days, 13.8% year to date, 41.8% over 1 year, 1.8% over 3 years and 27.8% over 5 years. This provides useful context before looking at what the current price implies. Recent coverage of Franklin Resources has centered on how the...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Jumia Technologies (JMIA) Is Down 10.4% After Narrowing 2025 Losses And Exiting Algeria Strategy Shift

In February 2026, Jumia Technologies AG reported Q4 and full-year 2025 results showing revenue growth to US$61.4 million for the quarter and US$188.93 million for the year, while reducing its net loss to US$10.31 million in Q4 and US$61.55 million for 2025. The company highlighted strong expansion in physical goods gross merchandise value, tighter cost control, and a planned exit from Algeria as it concentrates on core African markets and pursues breakeven and positive cash flow targets over...