U.S. Logistics Stock News

Applied Materials (NasdaqGS:AMAT) has received multiple analyst upgrades linked to rising global semiconductor capital investment. Analysts are pointing to record wafer fabrication equipment spending and stronger demand from major chipmakers, including Taiwan Semiconductor and Intel. New chip architectures such as Gate-All-Around transistors and Backside Power Delivery are cited as key drivers for equipment demand. Applied Materials is a major supplier of equipment, services, and software...

Why Praxis Precision Medicines is Back on Investors’ Radar Praxis Precision Medicines (PRAX) is drawing fresh attention after signaling plans to file two New Drug Applications for ulixacaltamide and relutrigine, both already granted Breakthrough Therapy Designation by the US Food and Drug Administration. See our latest analysis for Praxis Precision Medicines. Praxis shares have been volatile, with a 30 day share price return of 9.64% and a 90 day share price return of 72.54%. The 1 year total...

Why NorthWestern Energy Group is on investors’ radar NorthWestern Energy Group (NWE) has drawn attention after a solid recent share price move, with the stock showing gains over the past week, month, past 3 months, and year to date. For investors following regulated utilities, this recent performance raises questions about how the company’s current valuation lines up with its earnings profile and the stability of its electricity and natural gas operations. See our latest analysis for...

Peloton Interactive (NasdaqGS:PTON) is cutting 11% of its workforce, with many roles in engineering and technology. The layoffs are part of a US$100 million cost savings plan tied to a broader restructuring effort. The move reflects ongoing demand and brand challenges that continue to shape Peloton’s turnaround efforts. Peloton built its business around connected fitness hardware and subscription content, a model that drew intense consumer interest during peak at home workout trends. As...

Why Spire Stock Is On Investors’ Radar Today Spire (SR) is drawing attention after recent share performance data highlighted mixed short term moves alongside stronger multi year returns, prompting investors to reassess how the gas utility’s profile fits into their portfolios. See our latest analysis for Spire. At the current share price of $84.49, Spire’s recent 7 day share price return of 2.07% follows a softer 90 day share price return of a 3.79% decline. Its 1 year total shareholder return...

TAL Education Group (TAL) just delivered third quarter results that beat expectations, with 27% year over year revenue growth, a very large jump in net income, expanding margins, and a sizeable ongoing buyback program. See our latest analysis for TAL Education Group. TAL’s recent earnings beat and active buyback appear to have fed into solid momentum, with a 7 day share price return of 13.49% and a 30 day share price return of 10.53%. The 3 year total shareholder return of 87.32% contrasts...

In late January 2026, Gentex Corporation reported fourth-quarter 2025 results showing sales of US$644.4 million and net income of US$92.96 million, alongside new 2026–2027 revenue guidance and completion of a roughly 1.9% share repurchase program. Beyond auto-dimming mirrors, Gentex underscored its diversification by launching a newly re-designed Ops-Core FAST XP Helmet System for law enforcement and highlighting progress in driver monitoring and other advanced technologies. We’ll now...

NVR (NYSE:NVR) reported mixed fourth quarter results, with revenue and profitability lower than a year earlier. The company highlighted ongoing margin pressures in its homebuilding segment. NVR also reported a reduction in its backlog of homes. NVR, which focuses on homebuilding and mortgage banking, is operating in a housing market shaped by affordability challenges and higher land costs. These pressures are affecting its margins, even as the company continues to close homes and manage its...

Short interest in Constellation Brands (NYSE:STZ) has recently declined, but remains above the average level seen across its peer group. The shift suggests a change in positioning among traders, while still pointing to elevated expectations for volatility around the stock. Constellation Brands, the owner of major beer, wine, and spirits labels, sits at the intersection of consumer staples and discretionary spending. When you see a clear move in short interest for a company like this, it...

Kennametal stock triggered review Kennametal (KMT) has drawn investor attention after a period of mixed short term returns, along with stronger moves over the past 3 months and year. This has prompted a closer look at its recent fundamentals and valuation. See our latest analysis for Kennametal. The recent 90 day share price return of 55.05% and 1 year total shareholder return of 48.82% suggest that momentum has been building, even after a softer 1 day share price move and the latest close at...

Dividend and product news around Hubbell stock Hubbell (HUBB) recently drew fresh attention after unveiling its Aclara360 software platform and other grid automation advances at DTECH 2026, while also affirming a regular quarterly dividend of $1.42 per share. See our latest analysis for Hubbell. Against this backdrop, Hubbell’s recent product launches and dividend confirmation sit alongside steady share price strength, with a 30 day share price return of 5.38% and a 1 year total shareholder...

StoneCo (STNE) is back in focus as several major firms reiterate buy ratings ahead of its March 2, 2026 earnings report, with expectations for roughly 28% year-over-year earnings growth drawing investor attention. See our latest analysis for StoneCo. StoneCo's share price at US$16.14 reflects a mixed recent run, with a 9.9% 1 month share price return and a 15.1% 3 month share price decline, alongside a 76.0% 1 year total shareholder return that hints at strong underlying momentum over a...

Why Bath & Body Works Is Back in Focus After Its Consumer First Formula Update Bath & Body Works (BBWI) recently reported quarterly revenue of US$1.59b that was flat year on year and below analyst expectations, while unveiling its Consumer First Formula transformation plan. See our latest analysis for Bath & Body Works. The Consumer First Formula announcement came as the stock moved higher in the very short term, with a 1 day share price return of 5.16%. However, this sits against a 1 year...

In late January 2026, Merck confirmed a US$0.85 per-share quarterly dividend for the second quarter and walked away from Revolution Medicines acquisition talks after valuation disagreements, while moving ahead with oncology-focused investments and partnerships. Together with collaborations such as the Guardant Health companion diagnostics deal and a US$30 million Eikon Therapeutics stake, these moves highlight Merck’s preference for targeted partnerships over very large takeovers to expand...

Tapestry (NYSE:TPR) agreed to sell its Stuart Weitzman brand to Caleres in August 2025. The deal reshapes Tapestry's brand portfolio, which also includes Coach and Kate Spade. The transaction points to a sharpened focus on core labels and a different approach to footwear within the group. Tapestry, the parent company of Coach and Kate Spade, operates in the accessible luxury and premium accessories space, where brand focus and clear positioning play an important role in long term value...

Why Canadian Solar’s 2025 Profit Guidance Matters Canadian Solar (CSIQ) expects 2025 net profit attributable to shareholders between RMB 900 million and RMB 1,100 million, a 60% to 51% year on year decline compared with 2024, which puts profitability in sharper focus for investors. See our latest analysis for Canadian Solar. The profit warning has arrived alongside a sharp reset in sentiment, with Canadian Solar’s 1 day share price return of 3.26% decline and 30 day share price return of...

Archer Aviation (NYSE:ACHR) has reached an agreement with the Government of Serbia to serve as the official air taxi provider for EXPO 2027 in Belgrade. The partnership includes options for fleet sales and potential industrial collaboration connected to Archer's eVTOL aircraft. The arrangement is expected to position Archer at the center of EXPO 2027 transportation plans, with global visitors as a key audience. For investors watching Archer Aviation at a share price of $7.19, this Serbia...

If you are wondering whether Luckin Coffee's recent share price still offers value or if most of the opportunity is already priced in, you are in the right place. The stock last closed at US$33.37, with a 7 day return of 0.1% decline, a 30 day return of 5.8% decline, and a 1 year return of 19.0%. Over the past few years Luckin Coffee has remained in the headlines for its rapid store expansion across China and its focus on app based ordering. This has kept investor attention firmly on its...

Verizon Communications (NYSE:VZ) announced record operational momentum with its highest quarterly net customer additions in over six years. The company closed its acquisition of Frontier, expanding its fiber footprint and supporting its convergence strategy. Management outlined more than US$1b in targeted cost synergies tied to the Frontier deal. Verizon's board approved a new US$25b share repurchase program, signaling a shift in capital allocation priorities. These moves come as new CEO Dan...

NTT DATA Group (OTCPK:NTDT.Y) is in focus after announcing a multi year collaboration with Amazon Web Services to support cloud modernization, agentic AI adoption and digital sovereignty solutions for global enterprises. See our latest analysis for NTT DATA Group. The AWS agreement comes after a softer patch in the share price, with a 1-day share price return of a 4% decline and a 7-day share price return of a 4% decline, while the year-to-date share price return of 6.43% and 1-year total...

Parker-Hannifin (NYSE:PH) announced the acquisition of Filtration Group Corporation, expanding its footprint in life sciences, HVAC, and industrial filtration. The company paired the deal with a report of strong quarterly earnings and an increased financial outlook. Management flagged meaningful expected synergies from combining Filtration Group with Parker-Hannifin’s existing portfolio. Parker-Hannifin enters this deal with its shares at $935.84 and a 1 year return of 33.6%, along with...

Comerica, listed as NYSE:CMA, is facing a major employment discrimination lawsuit tied to its Diversity, Equity, and Inclusion policies. The complaint alleges that aggressive DEI quotas influenced promotions and compensation, with demographic targets said to override merit based decisions. This legal challenge arrives as Comerica moves toward completion of its acquisition by Fifth Third Bancorp and prepares for leadership changes. For investors watching NYSE:CMA, the timing of this lawsuit...

Clorox stock: why recent returns may have investors taking a closer look Clorox (CLX) has drawn attention after a month return of about 11.8% and a past 3 months gain of roughly 3.3%, prompting investors to reassess the household products maker. See our latest analysis for Clorox. Despite the recent 30 day share price return of 11.84% and a 1 day move of 2.82% to US$112.79, Clorox’s 1 year total shareholder return of 26.01% decline and 5 year total shareholder return of 30.54% decline suggest...

NIO (NYSE:NIO) reports surpassing 1,000,000 cumulative vehicle deliveries. The company launches an updated Nio WorldModel system with closed loop reinforcement learning and upgraded assisted driving features. These developments come as competition in electric vehicles and autonomous driving technology remains intense. NIO, listed on the NYSE under the ticker NIO, focuses on premium electric vehicles and related smart mobility services. Crossing the 1,000,000 delivery mark gives you a...