U.S. Logistics Stock News

NYSE:KO
NYSE:KOBeverage

Coca Cola (KO) Margin Expansion Reinforces Bullish Narratives Despite Premium P/E

Coca-Cola (KO) has wrapped up FY 2025 with fourth quarter revenue of US$11.8b and basic EPS of US$0.53, capping a trailing twelve month run that totals US$47.9b in revenue and US$3.05 in EPS. Over the past few quarters, revenue has ranged from US$11.1b to US$12.5b while quarterly EPS moved between US$0.51 and US$0.89. This gives investors a clear view of how the earnings engine has translated into a trailing net profit margin of 27.3%, which frames the quality of this latest print. See our...
NYSE:ALX
NYSE:ALXRetail REITs

Alexander’s (ALX) FFO Drop In Q4 2025 Challenges Income Focused Bullish Narratives

Alexander's (ALX) closed out FY 2025 with Q4 total revenue of US$53.3 million and basic EPS of US$0.74, alongside funds from operations of US$12.5 million. This puts the latest quarter in clear focus for income driven REIT investors. The company has seen quarterly revenue move from US$55.9 million and EPS of US$2.39 in Q4 2024 to US$53.3 million and EPS of US$0.74 in Q4 2025. Trailing twelve month net profit margin sat at 17% compared with 20.3% a year earlier as earnings slipped over a five...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

Gilat’s LEO And Aviation Wins Confront Rich Valuation And Hot Momentum

Gilat Satellite Networks secured an order of more than $10 million for its Wavestream Powerstream Ka solid state power amplifiers, supporting ground infrastructure for a leading LEO satellite constellation. The company also received a recent multimillion order for its Sidewinder electronically steered antenna platform from a global avionics company, tied to inflight connectivity solutions. For investors watching NasdaqGS:GILT, these contract wins come with the share price at $19.27 and a...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Did Criteo’s New AI Commerce Engine Just Shift Its Retail Media Narrative (CRTO)?

Criteo recently launched its Agentic Commerce Recommendation Service, a commerce-grade AI engine that connects shopping assistants to merchants’ inventories using its commerce intelligence built on data from 720 million daily shoppers, US$1 trillion in annual transactions, and 4.50 billion product SKUs. The move signals Criteo’s push to sit at the center of AI-powered retail experiences, offering retailers and language model platforms a way to serve curated, transaction-ready product...
NYSE:L
NYSE:LInsurance

Loews (L) Combined Ratio Improvement Supports Bullish Insurance Profitability Narrative

Loews (L) just wrapped up FY 2025 with Q4 revenue of US$4.7b and basic EPS of US$1.94, while trailing 12 month figures show revenue of US$18.5b and EPS of US$7.97 alongside earnings growth of 17.9% over the past year. The company has seen revenue move from US$17.5b to US$18.5b over the trailing period as net income excluding extra items shifted from US$1.41b to US$1.67b, setting up this result against a backdrop of 9% net margins versus 8.1% a year earlier. For investors, that combination of...
NYSE:UVV
NYSE:UVVTobacco

Universal (UVV) Margin Compression To 3.7% Reinforces Bearish Narratives Ahead Of Q3 2026

Universal (UVV) has just put Q3 2026 under the microscope, with recent quarters showing revenue moving from US$710.8 million and EPS of US$1.04 in Q2 2025 to US$754.2 million and EPS of US$1.36 in Q2 2026, while trailing 12 month EPS for Q2 2026 sits at US$4.47 on revenue of about US$3.0 billion. Over that same stretch, trailing 12 month revenue has hovered around the US$2.9 billion to US$3.0 billion mark, with EPS ranging between roughly US$3.8 and US$5.1, setting the backdrop for today’s...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Mondaycom (MNDY) Net Margin Near 10% Tests Bullish Earnings Narratives

monday.com (MNDY) prints higher FY 2025 revenue and EPS monday.com (MNDY) closed out FY 2025 with Q4 revenue of US$333.9 million and basic EPS of US$1.48, alongside trailing twelve month revenue of about US$1.2 billion and EPS of US$2.31, setting a clear marker for its latest reporting year. The company has seen quarterly revenue step up from US$282.3 million in Q1 2025 to US$333.9 million in Q4 2025. Basic EPS moved from US$0.54 in Q1 to US$1.48 in Q4, with trailing net profit margins...
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...
NasdaqCM:STEX
NasdaqCM:STEXMedical Equipment

Assessing Streamex (STEX) Valuation After Recent Leadership Changes And Shifting Shareholder Returns

Streamex (STEX) is back on investors’ radar after a pair of leadership changes, with co founder Morgan Lekstrom becoming Executive Chairman and NYU finance professor Anthony Marciano joining the board and Audit Committee. See our latest analysis for Streamex. Those boardroom changes arrive after a sharp run, with a very large 1 year total shareholder return contrasting with a 3 year total shareholder return that is still down 78%, and recent share price weakness, including a 90 day share...
NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

A Look At CyberArk Software (CYBR) Valuation As Earnings Highlight Revenue Growth And A Smaller Net Loss

Earnings report puts CyberArk Software (CYBR) in focus CyberArk Software (NasdaqGS:CYBR) is back on investors’ radar after its latest earnings release, which paired higher fourth quarter and full year 2025 revenue with a much smaller quarterly net loss. See our latest analysis for CyberArk Software. The earnings release and upcoming WEST Conference appearance have arrived after a weaker patch for the stock. The 30 day share price return is 10.40% and the 90 day share price return is 20.85%,...
NYSE:DT
NYSE:DTSoftware

February 2026's Noteworthy Stocks Estimated Below Intrinsic Value

As February 2026 begins, U.S. stock markets have shown a strong start with major indices like the Dow Jones and S&P 500 ending sharply higher, reflecting investor optimism despite ongoing geopolitical and economic uncertainties. In this environment of fluctuating market dynamics and evolving trade agreements, identifying stocks that are potentially undervalued can offer investors opportunities to capitalize on discrepancies between market price and intrinsic value.
NYSE:RNG
NYSE:RNGSoftware

Insider Favorites Rumble And Two Other Growth Stocks

As the U.S. stock market begins February on a high note, with major indices like the Dow Jones Industrial Average and S&P 500 posting significant gains, investors are keenly observing growth companies that exhibit strong insider ownership. In this thriving market environment, stocks with substantial insider stakes can often signal confidence in the company's potential, making them appealing options for those looking to align their investments with insiders who have a vested interest in the...
NasdaqGS:API
NasdaqGS:APISoftware

February 2026's Promising Penny Stocks To Consider

As February 2026 begins, the U.S. stock market has seen a robust start, with major indexes like the Dow Jones Industrial Average and S&P 500 posting significant gains. This positive momentum reflects broader economic optimism and renewed investor confidence, despite ongoing geopolitical developments and economic policy shifts. In this context, penny stocks—often representing smaller or newer companies—continue to capture interest for their potential to offer growth opportunities at an...
NasdaqCM:RDVT
NasdaqCM:RDVTSoftware

Discovering 3 Undiscovered Gems in the US Market

As February begins, the U.S. stock market has shown robust performance with major indices like the Dow Jones and S&P 500 experiencing significant gains, reflecting a positive start to the month despite recent economic uncertainties such as government shutdowns and trade negotiations. In this dynamic environment, identifying promising small-cap stocks can offer unique opportunities for investors seeking growth potential; these undiscovered gems often thrive by capitalizing on niche markets or...
NasdaqCM:OSPN
NasdaqCM:OSPNSoftware

Three Noteworthy Dividend Stocks To Consider

As February begins, U.S. stock markets have surged, with the Dow Jones Industrial Average climbing by 515 points and the S&P 500 nearing a record high. In this dynamic market environment, dividend stocks can offer investors a blend of income stability and potential growth, making them an attractive consideration amidst fluctuating economic conditions.
NasdaqGS:SNCY
NasdaqGS:SNCYAirlines

Why Is Sun Country (SNCY) Turning Higher Revenue Into Flat Earnings?

Sun Country Airlines Holdings, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$280.96 million while net income eased to US$8.15 million, and full-year 2025 revenue increasing to US$1.13 billion with net income essentially unchanged at US$52.81 million versus 2024. An interesting aspect of this update is that higher quarterly and full-year revenues did not translate into higher profits, leading to slightly lower quarterly earnings per share compared with the prior...
NYSE:CNA
NYSE:CNAInsurance

CNA Financial Rating Upgrade Puts Focus On Valuation And Dividend Strength

AM Best upgraded CNA Financial’s financial strength rating to A+ with a stable outlook. The upgrade follows strong full year results, higher regular dividends, and a special dividend declaration. The rating change signals increased confidence in CNA Financial’s balance sheet and operating profile for policyholders and investors. For investors watching NYSE:CNA, the rating move comes alongside solid share price context, with the stock at $49.13 and a 37.7% return over 3 years and 62.9% over...