U.S. Logistics Stock News

In the past few days, Harrow signaled that 2025 revenue could land around US$265 million, falling short of its earlier US$270–US$280 million guidance range, as strength in Iheezo and Vevye is offset by pressure in specialty and compounded segments and one-time factors. This tension between robust growth in newer ophthalmic products and emerging headwinds in legacy segments raises fresh questions about how balanced Harrow’s revenue mix really is. Next, we’ll examine how concerns over a...

Trending interest in Intuitive Surgical (ISRG) centers on expectations that AI-enabled diagnostics and software revenue could reshape margins, with investors closely watching procedure volumes, recurring sales, and the upcoming January 22 earnings report. See our latest analysis for Intuitive Surgical. Recent trading has been choppy, with a 7 day share price return of 5.23% and a 1 day move lower. However, the 90 day share price return of 28.97% and 3 year total shareholder return of 114.66%...

Exelixis recently released preliminary 2025 results, projecting total revenues of about US$2.32 billion and net product revenues of about US$2.12 billion, while guiding 2026 total revenues to US$2.53–2.63 billion and net product revenues to US$2.33–2.43 billion, alongside updates on its oncology pipeline and business. At the same time, Exelixis moved to expand beyond cabozantinib by advancing zanzalintinib toward a potential first commercial indication and launching a new colorectal cancer...

In early 2026, Victoria’s Secret drew heightened attention as analysts issued a wave of positive ratings following stronger-than-expected earnings and an upbeat outlook. This combination of renewed analyst confidence and improving company performance has sharpened focus on how sustainably Victoria’s Secret can execute its brand and operational transformation. With analysts turning more optimistic after the earnings surprise, we’ll now explore how this shift interacts with Victoria’s...

Recent research from Escalent reveals that while the electric vehicle (EV) industry has traditionally prioritized specifications like range and charging performance, consumer preference for design is a more significant motivator for battery electric vehicle (BEV) purchases. The study highlights that both interior and exterior vehicle design now overshadow traditional specs as primary reasons for choosing a BEV, with 71% of buyers prioritizing design in their decision-making process. Findings...

BioNTech (NasdaqGS:BNTX) has laid out an expanded oncology plan for 2026, centered on a broader late-stage pipeline, additional combination studies with large partners, and more Phase 3 trial initiations and data readouts. See our latest analysis for BioNTech. The oncology update lands after a strong near term run, with a 1 day share price return of 4.90% and 30 day share price return of 13.06%. However, the 1 year total shareholder return of a 4.66% decline and 3 year total shareholder...

Earlier in January 2026, President Donald Trump called for a one-year cap on US credit card interest rates at 10%, a move that could materially reshape economics for major card issuers such as Capital One Financial by limiting interest income and potentially tightening lending standards. While framed as a way to save consumers billions of dollars in interest, the proposed cap could reduce access to traditional credit cards, push more borrowers toward alternatives such as 0% buy now, pay...

Carlisle Companies (CSL) has been drawing attention after recent share price moves, with the stock last closing at $356.42. Investors are weighing this level against the company’s latest financial profile and multi year return record. See our latest analysis for Carlisle Companies. The recent share price strength, including a 6.1% 7 day share price return and an 8.5% year to date share price return, contrasts with a 5.6% decline in 1 year total shareholder return. However, the 5 year total...

If you are wondering whether Unum Group stock still offers value after its recent run, this article walks through what the current price might be implying. The share price recently closed at US$79.33, with returns of 0.9% over 7 days, 2.9% over 30 days, 2.7% year to date, 11.2% over 1 year and a very large gain over 5 years. Recent commentary around Unum Group has focused on how investors are reassessing insurers in general and what that could mean for pricing power and balance sheet...

In recent months, Lam Research reported stronger-than-expected quarterly results and guidance, while analysts highlighted its leading role in supplying equipment for advanced, AI-driven semiconductor manufacturing. A key theme emerging from the latest commentary is growing confidence that Lam’s exposure to memory and wafer-fab equipment demand could keep it central to the next phase of chip-industry investment. We’ll now examine how this stronger earnings backdrop and upbeat analyst...

EMCOR Group (EME) has drawn investor attention after recent share price moves, with the stock up over the past month, slightly lower over the past 3 months, and flat over the past week. See our latest analysis for EMCOR Group. Zooming out, EMCOR Group’s 1-month share price return of 7.52% and year to date share price return of 4.99% sit alongside a very large 5-year total shareholder return. This suggests momentum has been building over the longer term, even with a softer 90-day share price...

Accenture (ACN) is back in focus for investors after recent share price moves, with the stock showing mixed returns over different periods as the market reassesses large IT services and consulting names. See our latest analysis for Accenture. Recent moves have been mixed, with a 1 day share price return of a 1.48% decline contrasting with a 90 day share price return of 15.47%. The 1 year total shareholder return of an 18.56% decline suggests momentum has been fading over a longer horizon. If...

If you are wondering whether Oceaneering International at around US$26.91 is offering fair value or a potential mispricing, you are in the right place for a closer look at what the current market price might reflect. The stock has returned 1.3% over the past week, 3.3% over the last 30 days, 8.3% year to date and 2.3% over the past year, alongside longer term returns of 34.5% over 3 years and 130.8% over 5 years. Recent attention on Oceaneering International has centered on its role as an...

In recent days, several major brokerages including Oppenheimer, BMO Capital, Goldman Sachs and Jefferies have downgraded Adobe, citing rising competitive pressure from generative AI tools and new creative software offerings such as Apple’s lower-priced Creator Studio bundle. These downgrades collectively mark the most pessimistic analyst stance on Adobe in over a decade, centering on concerns that AI-enabled rivals could reshape its subscription model and erode its competitive edge. We’ll...

Recently, BTIG upgraded H2O America following its proposed acquisition of Quadvest, citing a fair market value assessment, clearer regulatory conditions across jurisdictions, and boardroom changes that include the CEO assuming the chair role and the appointment of a new vice president for business development. An interesting angle is how this combination of an acquisition, governance reshaping, and a growth-focused executive hire could recalibrate investor perceptions of H2O America’s...

In its most recent quarter, Yelp reported past revenues of US$376.0 million, a 4.4% year-on-year increase that exceeded analyst expectations and came with a solid EBITDA beat plus slightly higher full-year EBITDA guidance. Despite surpassing forecasts, Yelp delivered the slowest revenue growth among its social networking peers, underscoring ongoing questions about its relative growth profile and competitive position. Now we’ll examine how this earnings beat, alongside Yelp’s comparatively...

EverQuote (EVER) is scheduled to present at the 28th Annual Needham Growth Conference on January 13, 2026. The event has drawn fresh attention to the insurance marketplace stock. See our latest analysis for EverQuote. The upcoming Needham appearance comes after a mixed price pattern for EverQuote, with a 90 day share price return of 28.99% and a 1 year total shareholder return of 47.07%, although the 5 year total shareholder return stands at a 34% loss. At the latest share price of $26.34,...

Why Essential Properties Realty Trust Is on Investors’ Radar Essential Properties Realty Trust (EPRT) has drawn fresh attention as investors look at its recent share performance, including a small 1 day gain and mixed moves over the past month and past 3 months. See our latest analysis for Essential Properties Realty Trust. At a share price of $29.98, Essential Properties Realty Trust has had a mildly positive 7 day share price return of 0.98%, while the year to date share price return is...

EnerSys (ENS) has caught investor attention after a strong run in recent months, paired with fresh interest in its role supplying stored energy solutions across industrial, telecom, data center, transportation, and defense markets worldwide. See our latest analysis for EnerSys. That recent run to a share price of $164.13 comes on top of a 35.04% 90 day share price return and a 78.85% 1 year total shareholder return, suggesting momentum has been building for some time. If EnerSys has you...

Wondering whether Airbnb's share price still offers value, or if most of the opportunity is already in the rear view mirror, starts with a clear look at what you are paying for today. Airbnb's stock recently closed at US$140.07, with returns of 1.5% over 7 days, 9.1% over 30 days, 5.3% year to date, 9.8% over 1 year and 38.3% over 3 years, alongside a 19.4% decline over 5 years. Recent headlines around Airbnb have focused on broader discussions about travel demand, regulatory scrutiny in key...

At CES 2026 in Las Vegas, Brunswick Corporation showcased its most comprehensive marine technology lineup to date, including autonomous boating systems, AI-powered simulators, connected vessels and the global launch of the FLITE RACE high-performance eFoil. This concentrated push into AI-assisted, electrified and highly connected boating signals Brunswick’s effort to turn its ACES technology vision into commercially deployed products across multiple brands. We’ll now examine how bringing...

If you are wondering whether Dynavax Technologies is still good value at around US$15.72, the key question is how its current share price lines up against its underlying business. The stock has seen returns of 1.9% over the last 7 days, 45.6% over the last 30 days, 2.2% year to date, 26.0% over 1 year and 38.5% over 3 years, with a very large 5 year return that points to a stock many investors are watching closely. These moves sit against a backdrop of ongoing attention on Dynavax...

Wolfe Research has begun covering Curbline Properties (CURB) with a new rating. This move often brings fresh attention from institutional investors and can reshape how the stock is discussed in the market. See our latest analysis for Curbline Properties. At a share price of $24.14, Curbline Properties has seen a 5.4% 30 day share price return and a 6.0% 1 year total shareholder return, which points to gradually building momentum that this new Wolfe Research coverage now steps into. If this...

T1 Energy recently announced a new carbon capture agreement, commenced construction on its G2_Austin facility targeting 2.1 GW of U.S.-made solar cells, and signed a 900 MW solar module supply deal with Treaty Oak Clean Energy, marking a series of material project and contract milestones. These developments, together with increased institutional interest and analyst upgrades, highlight how T1 Energy is deepening its role in clean energy infrastructure while broadening its technology...