U.S. Logistics Stock News

Coca-Cola has announced a major executive overhaul, including the appointment of Henrique Braun as CEO. The company is creating a new Chief Digital Officer role that will report directly to the CEO. Senior management responsibilities are being reassigned and global market groupings are being restructured. Coca-Cola (NYSE: KO) is reshaping its leadership at a time when its shares trade around $72.56. The stock has returned 17.0% over the past year and 74.0% over five years, which helps...

Sanmina (SANM) just paired a strong Q1 2026 report with fresh guidance and capital returns, as investors weigh AI driven revenue, ZT Systems integration progress, a completed buyback tranche and the latest outlook. See our latest analysis for Sanmina. Sanmina’s recent Q1 2026 beat and new revenue guidance have arrived alongside strong share price momentum, with a 30 day share price return of 18.27% and a very large 5 year total shareholder return. This suggests interest around AI and data...

Paycom Software (NYSE:PAYC) has appointed Jeff York as Chief Sales Officer. York is returning to lead the sales organization after previously serving in the same role. The appointment reflects a renewed emphasis on sales execution and organizational leadership. Paycom Software, a provider of cloud based human capital management solutions, operates in a crowded HR and payroll technology market where competition for enterprise and mid market clients remains intense. Investors following...

Third Point has launched an activist campaign at CoStar Group (CSGP), accusing leadership of poor capital allocation, weak oversight, and residential missteps, while arguing that the core commercial real estate business remains a valuable but underutilized asset. See our latest analysis for CoStar Group. At a share price of US$65.81, CoStar Group has a 90 day share price return of a 15.88% decline and a 1 year total shareholder return of a 13.91% decline. This suggests that longer term...

If you are wondering whether Wayfair’s recent share price justifies the risk you are taking, the key question is what the current price says about the company’s underlying value. Wayfair’s stock closed at US$110.13, with a 7 day return of a 4.2% decline, a 30 day return of 7.7%, a year to date return of 3.4%, a 1 year return of 125.0%, a 3 year return of 87.7% and a 5 year return of a 60.8% decline. This performance has caught the eye of investors assessing potential growth and changing risk...

Regeneron Pharmaceuticals received regulatory approval for Eylea HD with expanded indications and has begun launching the product. The company is also highlighting its long running Regeneron Science Talent Search as part of a broader push into STEM education support. These developments are material for investors because they touch both the commercial outlook for Eylea HD and Regeneron's long term brand and stakeholder relationships. For investors watching NasdaqGS:REGN, the approval and...

Lattice Semiconductor (NasdaqGS: LSCC) is reporting ongoing revenue and margin pressure as customers slow and delay orders for its programmable chips. Management has highlighted weaker demand trends that are contributing to a prolonged period of softer earnings growth relative to sector peers. The demand slowdown is tied to customers reassessing inventory and timing of deployments for applications that use Lattice’s low power FPGA products. Lattice Semiconductor focuses on low power field...

Coeur Mining (NYSE:CDE) faces a significant shareholder vote on a proposed share-for-share merger with New Gold. If approved, the merger would combine the two companies' asset bases and production portfolios into a single precious metals group. The vote comes as Coeur's CEO prepares to present at a major mining conference, where the transaction and its implications are expected to be a key topic. Coeur Mining is a precious metals producer, and the proposed merger with New Gold would mark a...

Sysco (NYSE:SYY) reaffirmed its fiscal 2025 guidance, signaling confidence despite softer restaurant traffic. The company plans to divest its joint venture in Mexico to concentrate on higher growth, higher margin international markets. These moves reflect a refocus of capital and management attention on select global regions and product lines. Sysco, trading at $75.63, is in the middle of the pack for recent performance, with the stock up 4.1% year to date and 20.3% over the past five...

Netflix has proposed an almost $83b acquisition of Warner Bros. Discovery that is drawing heightened antitrust and political scrutiny in the U.S. and UK. Regulators and policymakers are questioning the potential impact on competition and consumer choice in global streaming and entertainment. Paramount Skydance is actively bidding for Warner Bros. Discovery, creating a competitive process around the asset. For investors watching NasdaqGS:NFLX, this prospective deal lands at a time when the...

Gilead Sciences reported that Trodelvy combined with Keytruda produced significantly improved progression free survival in first line treatment of advanced PD L1 positive triple negative breast cancer. The Phase 3 results were published in The New England Journal of Medicine with regulatory submissions filed at the same time. The data support a potential expansion of Trodelvy’s use in breast cancer, adding to Gilead’s oncology efforts. For investors tracking NasdaqGS:GILD, this update adds...

ACI Worldwide announced a leadership transition in its technology ranks, with the Chief Technology Officer departing. Responsibilities previously held by the CTO are shifting to the Chief Innovation and Technology Officer. The change comes as ACI Worldwide (NasdaqGS:ACIW) continues to focus on technology driven payment products and partnerships. For investors watching NasdaqGS:ACIW, this executive move lands at a time when the shares trade around $44.81 and multi year returns have been...

Market forces rained on the parade of Cytokinetics, Incorporated ( NASDAQ:CYTK ) shareholders today, when the analysts...

In recent days, Mercuryo and Visa announced a partnership to power fast, low-cost crypto-to-fiat off-ramping via Visa Direct, expanding access to near real-time card payouts for eligible users worldwide. This move underlines Visa’s push deeper into Web3 infrastructure, positioning its network at the centre of how digital tokens are converted and spent in everyday fiat transactions. We’ll now examine how this broadened Visa Direct crypto off-ramp capability shapes Visa’s investment narrative...

Earlier in January 2026, support services group Babcock announced that CEO David Lockwood will retire, with Nuclear division head Harry Holt set to take over, while Babcock Canada also partnered with Hanwha Ocean to pursue Canada’s long-term Patrol Submarine Project. Together, the leadership change and the Canadian submarine collaboration highlight a potential shift in how Babcock balances defence expertise, localization commitments, and long-term program execution. Next, we’ll explore how...

Recent contract wins and signs of margin stabilization at Tutor Perini (TPC) have put the stock back in focus as investors reassess its role in federally and locally funded U.S. infrastructure projects. See our latest analysis for Tutor Perini. The recent contract updates and margin stabilization have come alongside firm share price momentum, with a 30 day share price return of 11.99% and a very large 1 year total shareholder return. This suggests renewed confidence that the current project...

Why Clean Harbors Is on Investors’ Radar Today Clean Harbors (CLH) is drawing attention after recent share price moves, with the stock showing different returns over the past week, month, and past 3 months that may prompt investors to reassess their view. See our latest analysis for Clean Harbors. At the current share price of US$260.29, Clean Harbors has posted a 30 day share price return of 8.08% and a year to date share price return of 6.92%. Longer term total shareholder returns of...

Wix.com Ltd. recently launched Wix Harmony, an AI website builder that blends natural-language “vibe coding” with Wix’s visual editing tools to create production-ready, enterprise-grade sites with built-in commerce, security, and compliance features. A key innovation is Aria, Wix’s AI agent that can redesign pages, adjust design elements, and add complex business capabilities without breaking site functionality, aiming to bridge the gap between fast AI generation and reliable, scalable web...

SEALSQ has launched Quantum Highway, a vertically integrated platform focused on post-quantum security and trust rooted in hardware. The initiative is supported by international acquisitions and projects, including a push into secure semiconductor manufacturing in India. The Quantum Highway targets government and industry clients that are preparing for quantum era security needs. SEALSQ, listed as NasdaqGS:LAES, is putting a clear spotlight on post-quantum security with the Quantum Highway...

If you are wondering whether Archer-Daniels-Midland (ADM) is priced attractively right now, it helps to start with how its current market value lines up against its fundamentals. The stock recently closed at US$67.37, with returns of 3.4% over 7 days, 16.3% over 30 days, 14.1% year to date, 34.2% over 1 year, a 9.8% decline over 3 years, and 53.4% over 5 years, which gives you a mixed picture of how expectations and risk perceptions have shifted over different time frames. Recently, ADM has...

AerCap’s new Virgin Atlantic leaseback deal AerCap Holdings (AER) has drawn fresh attention after agreeing purchase and leaseback deals with Virgin Atlantic for six Airbus A330-900 aircraft, a move that directly adds to its future leased fleet commitments. See our latest analysis for AerCap Holdings. The Virgin Atlantic agreement arrives after a period where AerCap’s 90 day share price return of 18.72% contrasts with a year to date share price return of 0.68% decline. At the same time, its 1...

Tyson Foods recently chose to continue limited operations at its closing beef plant in Lexington, Nebraska, temporarily retaining about 292 workers to handle closure-related duties amid tight cattle supplies that had raised processing costs. By exploring a potential sale or alternative use for the facility, Tyson Foods is signaling an effort to soften the plant’s economic impact on the local community. We’ll now examine how this decision to extend limited operations and preserve some jobs,...

First Citizens BancShares (FCNC.A) shares came under pressure after fourth quarter results that beat analyst revenue and EPS estimates but also indicated softer profitability, weaker efficiency, and a cautious outlook for revenue and net interest income. See our latest analysis for First Citizens BancShares. The mixed fourth quarter message and weaker outlook came after a strong multi year run, with a 3 year total shareholder return of 167.86% and 5 year total shareholder return of 236.21%...

If you are wondering whether Starwood Property Trust's current share price still offers value, you are not alone. Many income focused investors keep an eye on how fairly this stock is priced. The stock last closed at US$18.13, with a 7 day return of a 2.3% decline, a 30 day return of a 2.2% decline, a year to date return of a 1.6% decline, and a 1 year return of 3.0%, while the 3 year and 5 year returns sit at 19.1% and 50.6% respectively. Recent attention on Starwood Property Trust has been...