U.S. Logistics Stock News

Array Digital Infrastructure (AD) is back in focus after closing a US$1.018b sale of spectrum licenses to AT&T and declaring a US$10.25 per share special cash dividend tied to that transaction. See our latest analysis for Array Digital Infrastructure. The AT&T spectrum deal and special dividend have arrived alongside a 17.38% 90 day share price return and a 29.40% 1 year total shareholder return, while the 3 year total shareholder return above 250% suggests recent momentum rather than fading...

In recent days, Great Lakes Dredge & Dock reported stronger investor interest as government-backed coastal protection and dredging opportunities, an improving project backlog, and a roughly US$50.0 million share repurchase program drew attention to its business outlook. Upward revisions to near-term earnings forecasts suggest analysts see these factors as supportive for the company’s operations, highlighting the importance of government-funded infrastructure work to its revenue base. Now,...

The New York Times Company recently outlined new initiatives to expand its digital subscription offerings, upgrade its podcast and audio products, and deepen relationships with luxury and technology advertisers as part of an updated growth plan. This push into higher-value digital content and more targeted advertising could reshape how the company balances subscription revenue with premium ad partnerships. Next, we’ll examine how this expanded focus on podcasts, audio, and premium digital...

Earlier this week, EMCOR Group highlighted strong underlying performance, with robust recent revenue expansion and rapid earnings per share growth supported by active share repurchases. These trends suggest EMCOR is gaining share and using its balance sheet proactively, helping to shape how investors assess its long-term potential. With EMCOR’s earnings per share growth amplified by buybacks, we’ll now examine how this development reshapes the company’s broader investment narrative. Outshine...

Tractor Supply Company recently opened its 2,400th store in Aiken, South Carolina, as part of plans to add 100 new locations in 2026, while continuing community-focused efforts such as supporting Aiken Equine Rescue with a US$2,400 donation. Soon after this expansion milestone, Truist Securities downgraded Tractor Supply to a Hold rating, citing proprietary card data that pointed to softening sales trends and competitive pressures despite the company’s growth plans. We’ll now examine how...

Recently, Murphy USA approved a new CEO pay package for Mindy K. West, effective January 2026, alongside three-year retention equity awards in the form of time-based restricted stock units for four senior executives to support leadership stability during the CEO transition. This leadership-focused compensation reset highlights how the board is prioritizing continuity and executive retention at a time when investors are closely watching governance and succession execution. Next, we’ll examine...

In recent weeks, Target Corporation has faced heightened attention as CEO Brian Cornell prepares to step down in February 2026 amid ongoing operational challenges, including weak discretionary demand, inventory issues and declining comparable sales. At the same time, activist hedge fund Toms Capital is pressing for change, increasing pressure on Target’s leadership team and sharpening investor focus on the company’s turnaround efforts. We’ll now examine how the CEO transition and rising...

Arista Networks (ANET) is back in focus after a cluster of upbeat analyst calls highlighted its role in the AI infrastructure buildout, along with fresh product launches in campus networking and AI driven software platforms. See our latest analysis for Arista Networks. Those upbeat calls have arrived while the share price has been choppy, with a 7 day share price return of 5.19%, a 90 day share price return decline of 11.04%, and a very large 5 year total shareholder return of 575.12%. This...

Skyward Specialty Insurance Group (SKWD) has expanded its E&S Property offering by adding Excess coverage. This move is aimed at supporting layered programs for technically complex, non catastrophe property risks and aligns with its "Rule Our Niche" focus. See our latest analysis for Skyward Specialty Insurance Group. Recent moves such as the new Excess E&S Property coverage and the term loan facility to support an acquisition come at a time when the 1 month share price return is a 9.09%...

Earlier in January 2026, Essent Group Ltd. announced a new US$500 million share repurchase authorization running through the end of 2027, with its Chairman and CEO underscoring the company’s strong capital position and continued discipline in mortgage insurance underwriting and risk management. This combination of ongoing buybacks and steady mortgage insurance operations highlights how Essent is using its capital strength to reinforce shareholder-focused capital allocation and long-term...

ASP Isotopes Inc. recently completed its acquisition of Renergen Limited, appointing Renergen CEO Stefano Marani as President, Electronics and Space, and COO Nick Mitchell as Co-Chief Operating Officer, while multiple law firms began investigating potential fiduciary duty breaches and securities issues tied to allegations about the company’s nuclear fuel technology disclosures. This combination of integration of helium and natural gas operations with ASP Isotopes’ enrichment technology and...

Guidance highlights for IMCIVREE driven revenue Rhythm Pharmaceuticals (RYTM) recently issued preliminary 2025 guidance that puts IMCIVREE at the center of the story, with management flagging sharp year over year gains in both quarterly and full year net product revenue. The company expects IMCIVREE net product revenue of about US$57 million for the fourth quarter of 2025, based on unaudited figures, which it says is an 11% sequential increase versus the third quarter. For the full year 2025,...

Earlier this month, UBS reported that Universal Health Services’ management expects no material impact from New York’s new Medicaid restrictions and the company extended CEO Marc D. Miller’s contract through 2029 with an updated base salary and performance-based bonus structure. This combination of limited exposure to a policy headwind affecting peers and clear leadership continuity offers investors additional context on UHS’s operating risk profile and governance stability. Next, we’ll...

Why CareTrust REIT’s latest expansion and leadership moves matter for investors CareTrust REIT (CTRE) has expanded its portfolio with a US$142 million acquisition of six Mid Atlantic skilled nursing facilities, while also announcing a series of senior promotions and new hires across investments, asset management and data. The acquired facilities, totaling 532 licensed beds, are leased to a new tenant under a long term triple net structure with inflation based rent escalators and renewal...

NovaBay Pharmaceuticals (NBY) has reshaped its story with a private placement of pre funded warrants totaling about US$134 million, largely paid in digital assets, and a pivot toward a SKY token focused treasury model. See our latest analysis for NovaBay Pharmaceuticals. The financing news comes after a very sharp 30 day share price return of 178.68% and a very large 1 year total shareholder return, although the 3 and 5 year total shareholder returns are still deeply negative, so long term...

Annexon, Inc. recently submitted a Marketing Authorization Application to the European Medicines Agency for tanruprubart, a first-in-class antibody targeting complement-driven inflammation in Guillain-Barre syndrome, supported by randomized Phase 3 data and ongoing FORWARD study observations. This move underscores Annexon’s focus on severe neuroinflammatory diseases with limited treatment options, aiming to position tanruprubart as a potential new standard of care in GBS. We’ll now examine...

Artisan Partners Asset Management (APAM) is back in focus after analyst commentary pointed to a positive Earnings ESP and a track record of earnings beats, along with fresh data on its assets under management. See our latest analysis for Artisan Partners Asset Management. At a share price of US$44.31, Artisan’s recent movement has been relatively steady, with a 30 day share price return of 6.8% and a year to date share price return of 7%. The 1 year total shareholder return of 12.19% and 3...

Enliven Therapeutics (ELVN) has been in focus after releasing initial Phase 1b data for its lead CML candidate, ELVN-001. The data showed clinical activity and a clean safety profile in heavily pretreated patients. See our latest analysis for Enliven Therapeutics. The positive Phase 1b ENABLE update appears to be the main backdrop for Enliven Therapeutics’ recent move, with a 1 month share price return of 58.33% and year to date share price return of 71.88% at a last close of $26.71, while...

PENN Entertainment, Inc. recently implemented a new corporate organizational structure that realigns its Interactive division around Canadian digital assets and its Hollywood iCasino product in the US, eliminates two senior executive roles, and consolidates enterprise technology and digital operations under Chief Technology Officer and Head of Interactive Aaron LaBerge. This reshaping of leadership and responsibilities is intended to more tightly connect PENN’s retail casinos with its...

Ryan Specialty Holdings (RYAN) has come into focus after several analysts, including Cantor Fitzgerald and Barclays, trimmed their expectations for the stock, citing softer commercial and reinsurance markets and potential near term fundamental pressure. See our latest analysis for Ryan Specialty Holdings. Ryan Specialty Holdings’ recent move to a US$51.48 share price comes after analyst commentary on softer commercial and reinsurance conditions. A 1-year total shareholder return decline of...

In recent weeks, Wix.com has come under pressure as analyst sentiment turned more cautious and a broader technology sell-off weighed on the stock, ahead of earnings that are expected to show lower earnings per share but higher revenue compared with the prior year. This mix of softer earnings expectations, firmer revenue forecasts and diverging analyst views is sharpening investor focus on how durable Wix’s business model and growth drivers really are. We’ll now examine how this shift in...

What AZZ’s latest earnings and guidance tell you AZZ (AZZ) has drawn investor attention after reporting third quarter results with higher sales and profitability year over year, tightening its full year sales outlook, and affirming a quarterly cash dividend. The company posted third quarter sales of US$425.75 million, with net income of US$41.08 million. Diluted earnings per share from continuing operations came in at US$1.36, compared with US$1.12 in the same period a year earlier. For the...

If you are wondering whether Alphabet stock still offers value after a strong multi year run, it helps to step back and look at what the current price may already be factoring in. The share price closed at US$330.00 most recently, with returns of 7.4% over the last 30 days and 69.0% over the last year, while the past week shows a 0.6% decline and the year to date return sits at 4.7%. Recent headlines around Alphabet have kept attention on the stock, ranging from ongoing product updates...

In January 2026, DXC Technology was confirmed as a RISE with SAP Validated Partner, joining a select group recognized by SAP for certified expertise in cloud migrations and SAP Business AI, underpinned by 15,000 SAP-focused professionals supporting more than 1,000 customers globally. This validation, combined with DXC’s own shift from a legacy ERP to SAP Cloud ERP and its focus on AI-enabled SAP solutions, underscores how the company is using its internal transformation to sharpen its...