U.S. Logistics Stock News

NYSE:FLR
NYSE:FLRConstruction

Did Winning Donlin Gold’s Feasibility Study Just Shift Fluor’s (FLR) Investment Narrative?

NOVAGOLD Resources and Donlin Gold Holdings recently selected Fluor Corporation to lead the Bankable Feasibility Study for the Donlin Gold project in Alaska, integrating major infrastructure elements such as the power plant, natural gas pipeline, and processing facilities. This mandate places Fluor at the center of engineering work for what is anticipated to become the largest single operating gold mine in the United States, reinforcing its role in complex, cold‑weather mining...
NYSE:KKR
NYSE:KKRCapital Markets

What KKR (KKR)'s Record 2025 Fundraising and Infrastructure Push Means For Shareholders

In early February 2026, KKR & Co. Inc. reported fourth-quarter 2025 revenue of US$5.74 billion and net income of US$1.15 billion, alongside confirming a quarterly dividend of US$0.185 per share payable on March 3, 2026. Management also highlighted a record US$129 billion raised in 2025 and heavy investment across infrastructure and energy transition assets, underscoring the firm’s expanding fee-based platform. We’ll now look at how this record fundraising and infrastructure deployment shape...
NYSE:LDOS
NYSE:LDOSProfessional Services

A Look At Leidos Holdings (LDOS) Valuation After New US$142 Million National Security IT Contract

Leidos Holdings (LDOS) recently secured a US$142 million contract to modernize IT operations for the Defense Information Systems Agency’s Compartmented Enterprise Services Office, focusing on AI driven capabilities, cybersecurity, and Zero Trust compliance. See our latest analysis for Leidos Holdings. The recent contract win and partnerships around AI governance and cybersecurity come as Leidos’ share price sits at US$194.58, with a 7 day share price return of 3.48% and year to date share...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Valuation After Earnings Beat Ratings Upgrade And Growing Project Backlog

Kinder Morgan’s recent rating shift and what triggered it Positive analyst commentary on Kinder Morgan (KMI) picked up after quarterly results that exceeded expectations, a ratings upgrade, lower net debt, recent credit rating changes, and a growing sanctioned project backlog around $10b. See our latest analysis for Kinder Morgan. The recent 14.27% 1-month share price return and 15.03% 3-month share price return suggest momentum has been building around Kinder Morgan, while the 5-year total...
NYSE:GOLF
NYSE:GOLFLeisure

Assessing Acushnet Holdings (GOLF) Valuation After Strong Multi‑Period Share Price Momentum

Recent share performance snapshot Acushnet Holdings (GOLF) has caught investor attention after a period of strong stock performance, with the share price at $103.29 and positive returns over the past week, month, past 3 months, year, and 3 and 5 year periods. See our latest analysis for Acushnet Holdings. Looking beyond the recent move, Acushnet’s 30 day share price return of 18.36% and 90 day share price return of 29.06% sit alongside a 1 year total shareholder return of 63.88%. Together,...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

Is LeMaitre Vascular (LMAT) Pricing Reflect Its Mixed Recent Share Performance?

If you are wondering whether LeMaitre Vascular at around US$86.54 is still a fair entry point or starting to look expensive, you are in the right place. The stock has had a mixed return profile, with a 0.2% move over the last week, 1.8% over the last month, 7.9% year to date, but an 11.3% decline over the past year and longer term returns of 82.0% over three years and 84.5% over five years. Recent attention on LeMaitre Vascular has been shaped by ongoing interest in medical devices and...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

A Look At Duolingo (DUOL) Valuation As Analysts Turn Cautious On Future Bookings Guidance

Recent analyst commentary around Duolingo (DUOL) has centered on upcoming earnings, with firms flagging the risk that fiscal 2026 bookings guidance could trail Street expectations as management continues to prioritize user growth. See our latest analysis for Duolingo. At a share price of $118.91, Duolingo has seen a 30 day share price return of 32.69% and a year to date share price return of 32.62%, while the 1 year total shareholder return of 69.01% contrasts with a 3 year total shareholder...
NYSE:FE
NYSE:FEElectric Utilities

How FirstEnergy’s US$28 Billion Grid Modernization Push Will Impact FirstEnergy (FE) Investors

FirstEnergy Corp.'s Jersey Central Power & Light has recently completed major grid upgrades in northern Monmouth County, investing about US$30,000,000 to reinforce 10 miles of power lines, replace poles and add redundant pathways for nearly 25,000 customers. This project is one component of FirstEnergy’s broader Energize365 initiative, which plans to deploy about US$28.00 billions between 2025 and 2029 to build a more resilient, modernized electric grid. Against this backdrop, we’ll explore...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit Buyback And Reporting Shift Put Valuation And Transparency In Focus

Reddit (NYSE:RDDT) has authorized a US$1b share repurchase program, marking a major capital allocation move for the social media platform. The company plans to begin buying back shares over an unspecified period, subject to market conditions and corporate priorities. Reddit also signaled that from late 2026 it will phase out some detailed user engagement metrics in its public reporting. The combination of a large buyback and future reporting changes is raising questions about transparency,...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Assessing Kulicke And Soffa (KLIC) Valuation After Mixed Q1 Results And Fresh EPS Guidance

What the latest earnings and guidance tell you about KLIC Kulicke and Soffa Industries (KLIC) has just released first quarter results alongside fresh guidance for the upcoming quarter, giving investors updated data on current profitability and near term expectations. For the first quarter ended January 3, 2026, the company reported sales of US$199.63 million compared with US$166.12 million a year earlier. Net income was US$16.8 million versus US$81.64 million in the prior year period, with...