U.S. Logistics Stock News

PagerDuty appointed Scott Aronson to its Board of Directors. The company also named Chris Ferro as Chief Legal Officer. Both executives bring long running experience in enterprise technology and Silicon Valley legal work. PagerDuty, NYSE:PD, is making leadership changes as its share price sits at $11.17 and has seen a 40.8% decline over the past year and a 77.1% decline over five years. In that context, adding Scott Aronson to the board and Chris Ferro as Chief Legal Officer appears focused...

EchoStar (SATS) is back in focus after traders linked its recent moves to growing interest around the potential SpaceX IPO, for which the Financial Times reported four major banks have been lined up to run the offering. See our latest analysis for EchoStar. At a latest share price of US$126.50, EchoStar has seen a sharp shift in sentiment, with a 30 day share price return of 18.28% and a 90 day gain of 70.67%, while the 1 year total shareholder return is very large and the 5 year total...

Centrus Energy (NYSE:LEU) plans to invest more than US$560 million in expanding its Oak Ridge, Tennessee facility. The project is expected to create nearly 430 new jobs focused on advanced centrifuge production for U.S. uranium enrichment and national security uses. This move follows a recent US$900 million federal award tied to expanding Centrus' enrichment facility in Ohio. Together, the projects point to a larger build out of U.S. nuclear fuel and enrichment capabilities. Centrus Energy,...

Affirm Holdings has applied to establish Affirm Bank, an FDIC insured, Nevada chartered industrial loan company. The proposed bank would allow Affirm to offer financial products directly, potentially changing how it funds and structures its lending activities. This move comes as the company faces regulatory attention and public criticism of its buy now, pay later model, including a short selling report questioning its credit risk management and business durability. Affirm Holdings...

Barrick Mining (NYSE:B) appoints former board member Helen Cai as Chief Financial Officer. The company continues its search for a new CEO while updating its senior leadership team. Barrick resolves a long running dispute with the Malian government over the Loulo-Gounkoto mining complex. Control of Loulo-Gounkoto returns to Barrick, affecting its operations in a key gold producing region. Barrick Mining, listed as NYSE:B, is a large global gold producer with a portfolio of mines in Africa,...

What recent returns signal for Kirby (KEX) With no single headline event driving Kirby (KEX) today, the stock’s recent performance stands out on its own, including a 16.1% gain over the past month and 48.2% over the past 3 months. See our latest analysis for Kirby. That recent 30 day share price return of 16.1%, together with a 48.2% move over 90 days and a 1 year total shareholder return of 18.0%, points to momentum that has been building rather than cooling at a share price of US$128.70. If...

Comfort Systems USA (FIX) is drawing fresh attention after investors highlighted its accelerating exposure to data center and AI related construction, supported by a record backlog and growing contribution from technology projects. See our latest analysis for Comfort Systems USA. At a recent share price of $1,121.44, Comfort Systems USA has seen a 17.05% 1 month share price return and 14.24% 3 month share price return. Its 1 year total shareholder return of 106.82% and very large 5 year total...

In January 2026, The PNC Financial Services Group completed several variable-rate bond offerings totaling US$3.00 billion, while also reporting higher fourth-quarter and full-year 2025 net income and continuing its multi-year share repurchase program. At the same time, PNC accelerated its national expansion and digital investment push, including the acquisition of FirstBank and new online brokerage capabilities for retail clients. With these funding moves and growth initiatives in focus, we...

Chevron (CVX) has moved back into the spotlight after fresh US talks on expanding oil production in Venezuela, combined with Singapore asset sale plans and recent analyst upgrades, drawing renewed attention to the stock. See our latest analysis for Chevron. Those Venezuela talks and the planned Singapore asset sale are landing at a time when momentum in Chevron’s share price has been picking up, with a 10.78% 1 month share price return and a 6.94% year to date share price return at the latest...

AMD (NasdaqGS:AMD) agreed a collaboration with Tata Consultancy Services to support enterprise AI adoption through industry specific solutions and services. The company reached a supply agreement with Meta Platforms for its MI455X AI accelerators, positioning its GPUs in a large scale data center environment. KC McClure, formerly at Accenture, joined AMD’s board of directors, adding senior finance and operations experience to the company’s oversight. For investors watching AI...

Precigen (PGEN) is back in focus after an expert consensus paper in The Laryngoscope recommended its PAPZIMEOS therapy as the preferred first line treatment for adults with recurrent respiratory papillomatosis. See our latest analysis for Precigen. Precigen shares trade at US$4.76, with a 30 day share price return of 13.60% and a 90 day share price return of 9.93%, while the 1 year total shareholder return of 242.45% points to strong recent momentum despite a mixed 5 year total shareholder...

Comcast (CMCSA) just rolled out its new Xfinity Membership loyalty program, a customer rewards push that follows recent internet and cable subscriber losses and a period of price increases across its connectivity business. See our latest analysis for Comcast. That loyalty push is landing at a time when short term momentum has been mixed, with a 7 day share price return of 5.32% but a 1 year total shareholder return decline of 13.44%. This suggests that enthusiasm around recent product news is...

Casey's General Stores (CASY) is in the spotlight after teaming up with Monster Energy on Ultra Red, White and Blue Razz, a limited-time patriotic beverage tied to a $200,000 military-focused donation campaign. See our latest analysis for Casey's General Stores. The Monster collaboration comes as the share price trades at US$623.33 after a recent soft patch, with a 30-day share price return of 9.77% and a 1-year total shareholder return of 52.25%. This suggests momentum that has cooled...

Starbucks recently delivered quarterly results that beat analyst expectations on revenue and same‑store sales, reinforcing confidence in CEO Brian Niccol’s ongoing turnaround plan and operational changes such as menu simplification and store upgrades. At the same time, the company is reshaping its global footprint and labor model through initiatives like the China joint venture and “coffeehouse coach” role, which could influence how it competes with both low-cost retailers and faster-growing...

What triggered the latest move in Incyte (INCY)? Wells Fargo’s decision to cut its rating on Incyte (INCY) from Overweight to Equal Weight, along with a more guarded view on near term catalysts, has brought fresh attention to the stock. See our latest analysis for Incyte. The Wells Fargo downgrade came after a strong run, with Incyte’s 1 year total shareholder return of 40.5% and 3 year total shareholder return of 19.01%. The 90 day share price return of 11.73% suggests momentum has cooled...

Why this new distribution matters for current and prospective unitholders Dorchester Minerals (DMLP) has set its fourth quarter 2025 cash distribution at US$0.755712 per common unit, based on activity through December 31, 2025, payable on February 12, 2026. This payout is backed by approximately US$32.2 million in cash receipts from Royalty Properties and about US$6.0 million from lease bonus and other income, giving investors clear visibility into what is funding the upcoming...

Blue Owl Capital (OWL) is back in focus after a series of securities class action filings accused the firm of failing to fully disclose liquidity pressures linked to redemptions at its business development companies. See our latest analysis for Blue Owl Capital. The latest lawsuits appear to have coincided with weaker momentum, with a 90 day share price return of 9.23% and a 1 year total shareholder return of 40.65% loss contrasting with a 5 year total shareholder return of 72.19%. This...

Target (NYSE:TGT) is adding John Hoke, a former Nike design chief, and Steve Bratspies, former HanesBrands CEO and Walmart executive, to its Board of Directors. The appointments align with the planned handover to incoming CEO Michael Fiddelke as Target refreshes its senior leadership profile. At the same time, Target is facing internal tension after two employees were briefly detained by immigration authorities, prompting calls for changes in workplace and community policies. For you as an...

Vulcan Value Partners recently added CarMax to its All-Cap Strategy, citing the used-car retailer’s strong brand, scale, and omnichannel model as key strengths despite past macroeconomic and competitive pressures. The move highlights how some institutional investors view CarMax’s operational changes to boost volumes, lower costs, and expand profitability as potentially meaningful for its longer-term earnings profile. Next, we’ll examine how Vulcan Value Partners’ endorsement of CarMax’s...

In January 2026, Clearway Energy Group announced three new long-term power purchase agreements with Google, totaling 1.17 GW of carbon-free energy projects across Missouri, Texas, and West Virginia, representing over US$2.40 billions of investment and expected to begin construction this year. These contracts significantly expand Clearway’s existing relationship with Google and further anchor its portfolio in long-duration agreements that can support data center energy needs across SPP,...

Guidance puts Birkenstock Holding (BIRK) back in focus Birkenstock Holding (BIRK) issued fresh earnings guidance for its fiscal first quarter 2026, flagging expected revenue of €402 million and highlighting how currency moves could shape the final reported growth figures. The company is calling for year-over-year revenue growth of 11.1% on a reported basis and 17.8% in constant currency. The gap is mainly tied to US Dollar depreciation against the Euro compared with the prior year period. See...

Fabrinet recently announced it will release its second-quarter fiscal 2026 results, for the period ended December 26, 2025, after market close on February 2, 2026, followed by a conference call and webcast. Ahead of this earnings release, multiple analysts upgraded their views on Fabrinet, highlighting its role as a key Nvidia supplier and its exposure to growing optical networking and 1.6T data center demand. Next, we’ll explore how Fabrinet’s strengthened positioning as a critical Nvidia...

Why Kennametal is on investors’ radar today Kennametal (KMT) has caught investor attention after a strong share price move over the past 3 months, with the stock showing solid gains alongside positive recent revenue and net income growth data. See our latest analysis for Kennametal. At a share price of $34.49, Kennametal’s recent 30 day share price return of 17.87% and 90 day share price return of 51.60% sit alongside a 1 year total shareholder return of 49.38%. This points to strong recent...

Event context and recent share performance Gen Digital (GEN) has been drawing attention after a period of mixed share performance, with the stock showing a small 1 day gain while posting declines over the past week and past 3 months. Investors are weighing this against the business fundamentals. See our latest analysis for Gen Digital. At around US$25.41 per share, Gen Digital’s recent 1 month share price return of an 8% decline and year to date share price return of a 2.53% decline contrast...