U.S. Logistics Stock News

NYSE:THC
NYSE:THCHealthcare

Tenet Healthcare Refocuses After Conifer Deal With CommonSpirit Health

Tenet Healthcare (NYSE:THC) has completed a transaction with CommonSpirit Health involving its Conifer Health Solutions subsidiary. The deal represents a significant change in how Tenet structures its revenue cycle management operations with a major national health system partner. This move may alter Tenet’s mix of services and its role in the broader healthcare services market. Tenet Healthcare, trading at $192.96, has drawn attention after a 38.4% return over the past year and a very...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

How Investors May Respond To C.H. Robinson (CHRW) Earnings Growth Amid Lower Revenue And Steady Dividend

C.H. Robinson Worldwide recently reported full-year 2025 results showing revenue of US$16,232.76 million versus US$17,724.96 million a year earlier, while net income rose to US$587.08 million and the Board also affirmed a regular quarterly dividend of US$0.63 per share payable on April 2, 2026. Alongside stronger earnings per share and ongoing share repurchases totaling US$5.99 billions since 2007, the company’s capital return profile underscores management’s focus on rewarding shareholders...
NYSEAM:TMP
NYSEAM:TMPBanks

A Look At Tompkins Financial (TMP) Valuation After Strong Earnings And Dividend Increase

Tompkins Financial (TMP) is back in focus after reporting fourth quarter and full year 2025 results, highlighted by higher net interest income, sharply stronger net income, and a higher regular quarterly dividend. See our latest analysis for Tompkins Financial. The earnings and dividend news sit against a strong recent run in the shares, with a 30-day share price return of 15.03% and a 90-day gain of 25.65%. The 1-year total shareholder return of 22.46% and 5-year total shareholder return of...
NasdaqGS:DGII
NasdaqGS:DGIICommunications

What Digi International (DGII)'s ARR‑Focused 2026 Outlook Means For Shareholders

Digi International recently reported first-quarter 2026 results, posting revenue of US$122.46 million and net income of US$11.71 million, both higher than a year earlier, alongside improved basic and diluted earnings per share from continuing operations of US$0.31. The company also issued guidance for the second quarter and full fiscal year 2026 that points to ongoing revenue expansion and stronger annual recurring revenue, highlighting the growing importance of its subscription-based...
NYSE:AIG
NYSE:AIGInsurance

AIG Deepens Insurance And Investment Ecosystem With Convex And Onex Stakes

American International Group (NYSE:AIG) has taken minority stakes in Convex Group and Onex Corporation. AIG will participate in Convex’s underwriting portfolio as part of the transaction. The company has made a significant capital commitment to funds managed by Onex. AIG will also have representation on Onex’s board, deepening the relationship between the firms. For you as an investor, these moves sit at the intersection of insurance underwriting and asset management, two core areas for...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Is It Time To Reassess Rocket Lab (RKLB) After Its 169% One Year Surge?

If you are wondering whether Rocket Lab's current share price reflects its potential, you are not alone. This article is set up to help you frame that question through a clear valuation lens. The stock recently closed at US$75.84, with returns of 168.7% over 1 year and a very large gain over 3 years, even after a 6.7% decline over the last week and a 10.6% decline over the last month. Recent coverage of Rocket Lab has focused on its role in the small satellite launch market and its position...
NYSE:NOW
NYSE:NOWSoftware

Is ServiceNow (NOW) Mispriced After Its Sharp Share Price Pullback?

If you are wondering whether ServiceNow shares still line up with the price on your screen, this article will walk through what that current market value might really imply. The stock last closed at US$103.87, after recent returns of 12.0% decline over 7 days, 26.7% decline over 30 days, 29.6% decline year to date, 49.2% decline over 1 year, 12.6% over 3 years, and 12.2% decline over 5 years. Recent coverage around ServiceNow has focused on how investors are reassessing high growth software...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Will Stronger Q4 Results and Governance Changes Reshape Selective Insurance Group's (SIGI) Narrative

Selective Insurance Group recently reported fourth-quarter 2025 results showing revenue of US$1.36 billion and net income of US$155.2 million, alongside board decisions on dividends, share repurchases, and updated corporate bylaws effective January 30, 2026. An interesting aspect of these developments is the combination of stronger quarterly earnings with governance tweaks, including refreshed director eligibility rules and updated CEO/CFO responsibilities, which together highlight how...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Is It Too Late To Consider CoreWeave (CRWV) After Its Recent Share Price Surge?

If you are wondering whether CoreWeave’s current share price actually reflects its underlying value, you are not alone. This article is built to help you frame that question clearly. CoreWeave recently closed at US$96.79, with returns of 7.5% over 7 days, 20.8% over 30 days and 22.0% year to date, which has raised questions about how much of this is already reflected in the valuation. Recent attention on CoreWeave has centered on its position within AI focused infrastructure and cloud...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Expands AI Cloud Ambitions With Tavily Deal And Tech Giants

Nebius Group (NasdaqGS:NBIS) has agreed to acquire Tavily, a provider of agentic search technology for AI applications. The company is also securing multi billion dollar AI cloud agreements with Microsoft and Meta as part of its infrastructure build out. These developments are aimed at strengthening Nebius's AI cloud platform for enterprise customers. Nebius Group, listed as NasdaqGS:NBIS, focuses on AI centric cloud infrastructure and tooling for enterprise workloads. The Tavily...
NYSE:WT
NYSE:WTCapital Markets

A Look At WisdomTree (WT) Valuation After Strong 2025 Results And Tokenized Funds Expansion On Solana

WisdomTree (WT) is back in focus after reporting full year 2025 results, showing revenue of US$493.75 million and net income of US$109.13 million, alongside ongoing dividends and fresh momentum in its tokenized funds business. See our latest analysis for WisdomTree. WisdomTree's share price has climbed 18.81% over the past month and 34.85% over the past 90 days, with a 1 year total shareholder return of 66.39% and a 5 year total shareholder return of 196.10%, pointing to strong momentum...
NYSE:WRB
NYSE:WRBInsurance

Is It Too Late To Consider W. R. Berkley (WRB) After Strong Multi Year Gains?

If you are looking at W. R. Berkley and wondering whether the current share price still makes sense for you, it helps to separate sentiment from underlying value. The stock last closed at US$69.25, with returns of 2.2% over 7 days, 1.2% over 30 days, about 0.2% decline year to date, 16.9% over 1 year, 63.1% over 3 years and 158.6% over 5 years, which can shape how the market is thinking about growth and risk. Recent attention on W. R. Berkley has been driven by ongoing investor interest in...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Assessing Woodward (WWD) Valuation After Strong Quarter And Higher 2026 Guidance

Why Woodward’s latest quarter is drawing fresh attention Woodward (WWD) just posted a quarter that topped expectations, raised its 2026 sales and earnings guidance, and lifted its dividend. This gives investors a fresh, fundamentals based catalyst to reassess the stock. See our latest analysis for Woodward. The stronger earnings, higher 2026 guidance, dividend increase, and ongoing buybacks sit alongside a sharp acceleration in the share price. The 90 day share price return is 45.93% and the...
NYSE:TRV
NYSE:TRVInsurance

Does Travelers (TRV) Still Offer Value After Strong Multi‑Year Share Price Gains?

If you have been wondering whether Travelers Companies is reasonably priced or starting to look expensive, you are not alone. This article is here to focus squarely on what you might be paying for. With the share price at US$292.82 and returns of 1.6% over 7 days, 3.9% over 30 days, 2.7% year to date, 22.8% over 1 year, 68.3% over 3 years and 119.6% over 5 years, many investors are asking how that track record stacks up against the current valuation. Recent coverage has highlighted Travelers...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva (CTVA) Valuation Check After 2025 Earnings Results And 2026 Earnings Guidance

Why Corteva’s latest earnings matter for shareholders Corteva (CTVA) just released its fourth quarter and full year 2025 results, pairing a quarterly net loss with higher full year net income and earnings per share, alongside fresh 2026 operating EPS guidance. The company also reaffirmed a US$0.18 per share dividend for March 2026, so you are getting earnings, outlook and income signals at the same time, which can shape how you look at the stock. See our latest analysis for Corteva. Corteva’s...
NYSE:SILA
NYSE:SILAHealth Care REITs

A Look At Sila Realty Trust’s Valuation After Recent Share Price Gains

Recent performance snapshot Sila Realty Trust (SILA) has drawn investor attention after a recent stretch of positive returns, with the stock showing gains over the past week, month and past 3 months, alongside an annual revenue figure of US$193.381 million. See our latest analysis for Sila Realty Trust. At a share price of US$25.16, Sila Realty Trust has recently logged a 7.89% 1 month share price return and a 7.06% year to date share price return. The 1 year total shareholder return of 7.28%...
NYSE:MP
NYSE:MPMetals and Mining

Assessing MP Materials (MP) Valuation After Federal Critical Minerals Funding And Upcoming Plant Milestones

Federal funding spotlight and upcoming milestones MP Materials (MP) is back in focus after Washington moved to commit large federal funding for critical mineral reserves, with the company viewed as a likely key supplier in this program. This policy backdrop, combined with MP Materials' upcoming processing plant and the planned fourth quarter 2025 results update, has drawn fresh attention to how the stock reflects its role in rare earth supply chains. See our latest analysis for MP...
NYSE:DHI
NYSE:DHIConsumer Durables

Potential DOJ Antitrust Probe Puts D R Horton Growth Story Under Review

The U.S. Department of Justice is reportedly weighing an antitrust investigation into large homebuilders, including D.R. Horton (NYSE:DHI). The potential probe is expected to focus on competition practices across major construction firms. The development raises fresh regulatory questions for one of the largest publicly traded homebuilders in the United States. D.R. Horton, listed on the NYSE under the ticker DHI, is a major player in U.S. residential construction, with exposure across...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Why Halozyme Therapeutics (HALO) Is Up 8.1% After Raising 2026 Revenue Guidance to up to $1.81 Billion

In January 2026, Halozyme Therapeutics raised its 2026 total revenue guidance to a range of US$1.71 billion to US$1.81 billion, up from its prior outlook of US$1.43 billion to US$1.53 billion, and also projected 2025 revenue of about US$1.39 billion with mid‑thirties percentage year-on-year growth. This guidance update highlights how demand for Halozyme’s ENHANZE-enabled subcutaneous delivery partnerships is feeding through into higher expected top-line scale and cash generation. Next, we’ll...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow Ruling Clarifies Listing Rules And Competition With Compass And Anywhere

Federal judge upholds Zillow Group's listing policy in Compass litigation. Ruling affirms Zillow's ban on private home listings on its platform. Decision arrives as exclusive and private listings face increased industry scrutiny. Case unfolds against the backdrop of Compass's merger with Anywhere. Zillow Group, traded as NasdaqGS:ZG, runs one of the most widely used online real estate platforms, connecting homebuyers, sellers, renters, and agents. The court's backing of its policy against...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Marvell’s AI Role In Amazon’s US$200b Capex And Investor Trade Offs

Amazon plans about $200b in capital expenditure in 2026, with a significant focus on AI infrastructure. Marvell Technology (NasdaqGS:MRVL) supplies custom AI processors that could be used in this build out. Marvell is also involved in Project Rainier for Anthropic, tying its technology into Amazon linked AI workloads. Marvell Technology, trading at $82.35, sits at the intersection of custom AI chips and cloud data infrastructure, which is an area where Amazon is ramping up spend. The stock...
NasdaqGS:WDFC
NasdaqGS:WDFCHousehold Products

Does Continued Insider Buying at WD-40 (WDFC) Deepen the Management-Alignment Story for Investors?

On February 5, 2026, WD-40 Co Director David Pendarvis bought 424 company shares, lifting his total holding to 6,898, according to an SEC filing. This purchase extends a year-long pattern of insider buying at WD-40 Co, with no insider sales reported, highlighting sustained internal confidence. Next, we’ll assess how this ongoing insider buying trend shapes WD-40 Co’s investment narrative and what it might signal to investors. We've uncovered the 14 dividend fortresses yielding 5%+ that don't...
NYSE:OMC
NYSE:OMCMedia

Assessing Omnicom Group (OMC) Valuation After US$2.14b Shelf Registration For Common Stock Offering

Omnicom Group (OMC) has drawn fresh attention after filing a shelf registration for up to US$2.14 billion of common stock, related to an employee stock ownership plan offering of 27,390,000 shares. See our latest analysis for Omnicom Group. At a share price of US$70.75, Omnicom Group has recently seen pressure, with a 7 day share price return of 7.54% and a 30 day share price return of 10.53%, while the 1 year total shareholder return of 11.11% and 3 year total shareholder return of 15.95%...