U.S. Logistics Stock News

Ulta Beauty (ULTA) is expanding its assortment by rolling out Selena Gomez’s Rare Beauty line across all 1,500+ stores and online starting February 1, paired with a limited-time donation program supporting youth mental health initiatives. See our latest analysis for Ulta Beauty. For context, Ulta Beauty’s share price has been firming, with a 90 day share price return of 11.55% and a 1 year total shareholder return of 47.37%. This suggests momentum has been building alongside initiatives like...

Short term move and recent performance context With no single headline event driving trading, Lincoln National (LNC) has still drawn attention after a 2.8% one day move, along with gains over the past week, month, and past 3 months. See our latest analysis for Lincoln National. The recent 1 day share price return of 2.75% at a latest share price of US$46.25 sits within a stronger trend, with a 30 day share price return of 8.21%, a 90 day share price return of 15.97%, and a 1 year total...

Raymond James’ upgrade of Estée Lauder Companies (EL) to Strong Buy puts fresh attention on the company’s turnaround story, with the firm highlighting better U.S. market share trends and recovering category growth in China. See our latest analysis for Estée Lauder Companies. The upgrade comes after a period where the 90-day share price return of 12.95% suggests improving momentum, while the 1-year total shareholder return of 48.40% contrasts with weak 3 and 5 year total shareholder returns,...

Western Union stock: what recent returns might be telling investors Without a single headline event driving attention, Western Union (WU) has drawn interest after a stretch of mixed share performance, with modest recent gains contrasting with weaker multi year total returns. See our latest analysis for Western Union. Western Union’s recent share price return of 16.56% over 90 days and 4.31% over 30 days at a share price of $9.43 contrasts with a much weaker 5 year total shareholder return...

If you are wondering whether Booz Allen Hamilton Holding's share price reflects its underlying value, you are not alone. This article focuses on exactly that question. The stock last closed at US$89.34, with returns of 4.9% over 7 days, 1.5% over 30 days, 5.2% year to date, a 29.4% decline over 1 year and a 3.1% decline over 3 years, while the 5 year return sits at 5.4%. Recently, investors have been paying closer attention to Booz Allen Hamilton Holding as broader coverage has highlighted...

In recent days, Micron Technology reported record revenue and margin expansion as AI-driven demand for high-bandwidth memory and DRAM collided with global supply shortages, leaving its 2026 HBM capacity fully booked. This surge has positioned Micron as a central beneficiary of what many analysts describe as a multi‑year AI-related memory supercycle, reshaping expectations for its earnings power and capital spending. We'll now examine how Micron's fully booked 2026 high-bandwidth memory...

In early January 2026, MercadoLibre drew attention after geopolitical changes in Venezuela sparked speculation that the company could expand more fully into one of South America’s largest underdeveloped e-commerce and fintech markets. Investors are now weighing whether access to Venezuela’s sizeable population and potential demand for digital payments and logistics could materially enhance MercadoLibre’s long-term regional footprint and growth options. Next, we’ll examine how this potential...

In recent months, Arista Networks has seen demand for its high-speed, AI-focused networking gear surge, while CEO Jayshree Ullal sold close to US$1.00 billion of stock through pre-arranged trading plans as her net worth exceeded US$6.00 billion. At the same time, Arista has strengthened its role as an AI and cloud networking backbone provider, securing new hyperscale design wins and drawing broadly positive analyst views supported by solid revenue growth, strong margins, and substantial cash...

W. R. Berkley Corporation recently elevated Lee Iannarone to executive vice president and appointed Stephen Kennedy as senior vice president and general counsel, with both leadership changes effective January 2, 2026, following their prior legal and compliance-focused roles within the company. By moving two experienced in-house legal leaders into broader executive and governance positions, W. R. Berkley is reinforcing risk oversight and operational control across its insurance and...

Eos Energy Enterprises recently secured a US$303.5 million U.S. Department of Energy loan guarantee to expand its zinc-based battery manufacturing capacity in Pennsylvania toward an 8 GWh annual target by 2027, alongside appointing Joseph Nigro as non-executive chair. This combination of federal backing, leadership change, and intensified options and short-interest activity has sharpened attention on Eos’s role in long-duration energy storage and its ability to scale production. We’ll now...

Why Resideo’s guidance shift matters for investors Resideo Technologies (REZI) issued the largest full year guidance raise in its peer group after a slower third quarter, where revenue slightly missed expectations and adjusted operating income and EBITDA came in below estimates. See our latest analysis for Resideo Technologies. The guidance raise comes after a mixed few months for the stock, with a 7.13% 1 month share price return and a 90 day share price decline of 14.66%. Even so, the 1...

Itron, Inc. recently announced that, over the next five years, it will work with channel partner IDATOR to deploy its Smart Water Solutions for Thessaloniki Water Supply & Sewerage SA (EYATH S.A.) in Greece, supporting EYATH’s plan to cut its water footprint by 20% by 2030 through smart meters and cloud-based data management. An interesting aspect of this agreement is EYATH’s use of Itron’s platform to consolidate multi-vendor meters and enable faster leak detection, highlighting how...

Recently, Barclays upgraded Oscar Health to an Equalweight rating and highlighted that the market may have been over-discounting risks from expiring subsidies and sector pressures. The broker also pointed to potential profit margin expansion in managed care and a shift of investor attention from AI-linked names toward health insurers, bringing Oscar Health into sharper focus. We’ll now explore how Barclays’ more constructive stance on Oscar’s risk profile and earnings potential interacts...

SanDisk Corporation recently appointed Alexander R. Bradley, longtime First Solar finance leader and current CFO, to its board of directors and audit committee, effective December 30, 2025, bringing deep experience across capital-intensive energy and infrastructure financing. His background in structuring large-scale global energy projects and overseeing complex financial operations adds a fresh governance dimension to SanDisk’s board, now composed mostly of independent directors. With...

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

BridgeBio Pharma (BBIO) is back in the spotlight as investors weigh recent insider selling against upcoming catalysts, including a January 9 webinar on infigratinib and a J.P. Morgan Healthcare Conference presentation. See our latest analysis for BridgeBio Pharma. The share price closed at US$73.42 after a 6.15% one day share price decline and a softer 7 day share price return. However, a 32.77% 90 day share price return and very large 3 year total shareholder return suggest longer term...

Sunoco LP recently issued its 2026 guidance, outlining an Adjusted EBITDA range of US$3.10–US$3.30 billion, planned Parkland synergies of about US$125.00 million, a 50-day Burnaby Refinery maintenance turnaround, and the expected first-quarter 2026 closing of the TanQuid acquisition. The guidance, paired with an analyst upgrade from Raymond James and continued positive broker sentiment, highlights growing confidence in Sunoco’s ability to integrate acquisitions and support ongoing...

Why Shake Shack Stock Is On Investors’ Radar Shake Shack (SHAK) is drawing attention as investors weigh its recent share performance against the company’s current fundamentals, including annual revenue of US$1.37b and net income of US$42.6m. See our latest analysis for Shake Shack. Shake Shack’s share price has climbed over the past month, with a 30 day share price return of 7.02%, but that sits against a 1 year total shareholder return of a 36.75% decline and a 3 year total shareholder...

Diversified Healthcare Trust recently updated investors on its capital recycling program, highlighting the 2025 sale of 69 non-core properties for about US$605 million, repayment of its 2026 zero coupon bonds, and ongoing transitions of senior housing operating portfolio communities to new operators. This combination of asset sales, debt retirement, and operator changes reduces near-term financial pressure and could reshape how DHC allocates capital and manages its senior housing...

In January 2026, Primerica held its largest-ever virtual senior leadership meeting, bringing together more than 1,000 top field leaders after a year in which it issued a record US$968 billion in term life coverage and paid over US$1.80 billion in death claims. The company also accelerated the build-out of its distribution engine in 2025, recruiting over 360,000 new representatives, including more than 48,500 new life-licensed and over 2,400 newly securities-licensed representatives,...

What recent performance tells you about Ocular Therapeutix (OCUL) With no single headline event setting the tone, recent trading in Ocular Therapeutix (OCUL) reflects a mix of shorter term weakness and longer term gains that may catch investors’ attention. See our latest analysis for Ocular Therapeutix. The recent 1-day share price decline of 2.28% to US$11.55 follows a softer 30-day share price decline of 8.19%. However, the 1-year total shareholder return of 27.20% and the 3-year total...

In early January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to bring additional capabilities from Arlo’s Smart Security Platform into the SmartThings ecosystem, initially focused on U.S. users via the SmartThings app. This builds on prior integration of Arlo’s AI-powered object detection and signals a deeper push to embed Arlo’s computer vision and security services directly into third‑party smart home platforms. We’ll now examine how this deeper Samsung...

On December 23, 2025, Modine Manufacturing and its subsidiary Airedale amended their Sixth Amended and Restated Credit Agreement, lifting total revolving commitments from US$400.0 million to US$550.0 million and expanding flexibility for an additional US$250.0 million in future revolving and term loan capacity, while adding mechanisms to replace lenders under certain conditions. Shortly after this balance sheet expansion, comments from Nvidia’s CEO about future data center cooling designs...

Carnival Corporation’s Holland America Line recently announced a collaboration with heritage brand Pendleton Woolen Mills to create a limited-edition, Alaska-themed throw blanket, which will be sold on board its Alaska sailings in 2026 as part of broader America’s 250th celebrations and special cruises. Alongside these brand partnerships, Carnival has reported record fiscal 2025 financial results and outlined plans to expand its fleet and upgrade guest amenities, underscoring how tailored...