U.S. Logistics Stock News

SPS Commerce, a long-time provider of cloud-based supply chain management software, has recently faced pressure after its early‑2025 Carbon6 acquisition was undermined by Amazon marketplace rule changes and activist investor Anson began pushing for a potential sale of the company. This combination of a misjudged move into the Amazon seller ecosystem and escalating activist involvement has raised fresh questions about SPS Commerce's capital allocation discipline and boardroom...

Aurora Innovation (AUR) just took a meaningful commercial step, partnering with Detmar Logistics to run 24/7 autonomous proppant hauls in the Permian Basin, the first frac sand runs on public roads using driverless trucks. See our latest analysis for Aurora Innovation. The deal lands at a time when sentiment on Aurora has been choppy, with a recent 10.05% 1 month share price return not enough to offset a roughly 32% year to date share price decline, and a far stronger three year total...

If you are wondering whether Apple's stock is still worth buying at these levels, you are not alone. This article is going to tackle that value question head on. Despite some recent choppiness, with the share price down about 1.7% over the last week but still up 12.2% year to date and 8.0% over the past year, investors are clearly still betting on Apple's long term growth story. Recent headlines have centered on Apple's push into AI features across its product ecosystem and renewed focus on...

Golar LNG (GLNG) has quietly outperformed the broader energy sector over the past month, gaining about 6%, even as its past 3 months and year to date returns remain negative. See our latest analysis for Golar LNG. That recent 1 month share price return of 5.54% looks more like a relief rally than a full trend change, given the weaker year to date share price performance and still solid 5 year total shareholder return of 350.46%. If Golar’s move has you watching the energy space more closely,...

Atlassian (TEAM) just picked up fresh Wall Street support as new coverage highlighted its long term growth story, while the company lifted its 2026 cloud revenue outlook and reaffirmed its multi year expansion targets. See our latest analysis for Atlassian. Those upbeat growth signals are arriving after a choppy run, with Atlassian’s share price now at $161.07 and showing a 1 month share price return of 10.11 percent but a much weaker year to date share price return of negative 33.55 percent...

GXO Logistics (GXO) just reshuffled its leadership bench, adding a new Chief Commercial Officer, a new Chief Operating Officer and an incoming Non Executive Chairman, a coordinated move that is catching investors attention. See our latest analysis for GXO Logistics. The leadership shake up comes after a strong run, with GXO’s share price returning about 12 percent over the past month and roughly 24 percent year to date, while its one year total shareholder return of about 27 percent suggests...

Chevron (CVX) has quietly lagged the broader market over the past 3 months, even as profits improved and oil stayed reasonably firm, which may present an interesting entry point for long term income focused investors. See our latest analysis for Chevron. Over the past year Chevron has delivered a modestly positive year to date share price return and a solid 1 year total shareholder return of 8.22 percent. However, recent 3 month share price weakness suggests momentum has cooled for now, even...

In December 2025, Celldex Therapeutics began a global Phase 3 EMBARQ-ColdU and SD trial of barzolvolimab in adults with cold urticaria and symptomatic dermographism who remain symptomatic despite H1 antihistamines or biologics, enrolling about 240 patients across approximately 75 sites in 7 countries with complete response at Week 12 as the primary endpoint. This late-stage program builds directly on earlier placebo-controlled Phase 2 data showing rapid, durable clinical responses and...

Serenity Capital’s decision to lift New Oriental Education & Technology Group (NYSE:EDU) into its top holdings is a clear vote of confidence in the company’s post crack down transformation and earnings trajectory. See our latest analysis for New Oriental Education & Technology Group. That conviction lines up with the market’s tone, with a 30 day share price return of 7.42 percent and a three year total shareholder return of 47.27 percent suggesting momentum is rebuilding after a tougher...

Alvotech (NasdaqGM:ALVO) stock has been under pressure after the FDA issued a Complete Response Letter related to deficiencies at its Reykjavik manufacturing site, which forced the company to cut 2025 revenue and EBITDA guidance. See our latest analysis for Alvotech. Those manufacturing setbacks and shareholder investigations have clearly reset expectations, with the 90 day share price return of minus 38.83 percent and year to date share price return of minus 62.77 percent showing momentum is...

NIO (NIO) just hit its 30,000th ES8 delivery barely three months after launch, even while juggling chip and battery shortages, and that rapid scale up is exactly what has analysts rethinking the stock’s trajectory. See our latest analysis for NIO. That milestone caps a choppy year in the market, with NIO’s share price at $4.99 and a positive year to date share price return, but a weak 3 year total shareholder return signalling momentum is only tentatively rebuilding as investors weigh rapid...

Universal Corporation recently entered into a new bank credit agreement that took effect on December 9, 2025, establishing a US$1.40 billion senior unsecured facility comprising a five-year US$780 million revolving credit line, a funded US$275 million five-year term loan, and a funded US$345 million seven-year term loan, replacing its prior US$1.15 billion facility. This expanded mix of longer-dated term loans and a larger revolving facility increases Universal’s financial flexibility,...

Camden Property Trust (CPT) just packed three catalysts into one stretch: a fresh NYSE Texas dual listing, higher 2025 guidance, and a JP Morgan upgrade, all reshaping how investors are sizing up the stock. See our latest analysis for Camden Property Trust. Those catalysts arrive after a choppy stretch, with the share price at $107.28 and a negative year to date share price return but a positive five year total shareholder return suggesting longer term momentum is still intact even as near...

Thermo Fisher Scientific recently enrolled the first patient in its international PPD CorEvitas Alzheimer’s Disease Registry and introduced new Gibco Bacto CD Supreme formulations to streamline E. coli-based plasmid DNA and protein production for gene therapies and mRNA vaccines. Together, these moves deepen Thermo Fisher’s role in real-world evidence generation for neurodegenerative disease and in high-quality bioprocessing inputs that underpin emerging advanced therapies. Next, we’ll...

Oculis Holding AG recently advanced its neuro-ophthalmology candidate privosegtor (OCS-05) toward registrational PIONEER trials after a positive FDA meeting, while also preparing additional clinical studies for licaminlimab in dry eye disease. This progression signals an effort to build a differentiated ophthalmology pipeline spanning retinal, inflammatory, and neuroprotective conditions with potentially precision-focused therapies. We’ll now examine how advancing privosegtor into late-stage...

In November 2025, Tradeweb Markets reported record total trading volume of US$56.80 trillion and average daily volume of US$2.90 trillion, alongside completing the industry’s first fully electronic on-chain auction for brokered certificates of deposit with Alphaledger’s blockchain technology. These milestones underline how Tradeweb is deepening the electronification of fixed income markets and using blockchain to streamline traditionally manual workflows in bond trading. We’ll explore how...

Dynatrace (DT) just tightened its ties with Google Cloud, stepping in as a launch partner for Gemini CLI extensions and Gemini Enterprise, and that move could subtly reshape how investors think about its AI growth story. See our latest analysis for Dynatrace. That deeper Google Cloud tie up lands after a strong earnings beat and expanded AWS integrations. Yet the share price has a roughly 19% year to date share price decline and three year total shareholder return of about 18%, suggesting...

In December 2025, Rocket Lab Corporation won an up to US$805 million prime contract from the U.S. Space Development Agency to build 18 missile-warning and tracking satellites and also completed the STP-S30 mission for the U.S. Space Force five months ahead of schedule. Together with fresh civil and international wins, these developments mark Rocket Lab’s shift from a small-launch specialist toward a vertically integrated national-security space contractor. We’ll now examine how Rocket...

Earlier this month, SPIE announced a three-year renewable European framework agreement with Tesla to deploy Megapack-based battery energy storage systems, covering engineering, grid connections, and commissioning across its specialist subsidiaries. The deal underlines Tesla’s push to monetise its energy technology beyond vehicles, as grid-scale storage becomes more important for integrating renewable power and maintaining network stability. We’ll now examine how Musk’s renewed pay package...

Hawaiian Electric Industries (HE) is back in focus as it prepares to join the S&P SmallCap 600 on December 22, 2025, even while Maui wildfire litigation and clean energy investments shape its longer term risk profile. See our latest analysis for Hawaiian Electric Industries. The stock has been choppy lately, with a 1 day share price return of minus 6.24 percent, but a year to date share price return of 20.85 percent suggests tentative momentum as investors weigh wildfire liabilities against...

Earlier this week, Amazon announced new Business Prime benefits that include discounted access to Intuit’s QuickBooks Online Simple Start, alongside offers from CrowdStrike and Gusto, aimed at helping small and midsize businesses manage finances, cybersecurity, and HR more efficiently. A separate multi-year partnership with Circle to integrate USDC stablecoin infrastructure across Intuit’s platforms positions the company to modernize payments and refunds with faster, lower-cost, programmable...

First Horizon (FHN) has been quietly grinding higher, with the stock up about 2% in the past day, 4% this week, and roughly 12% over the past month as investors revisit regional banks. See our latest analysis for First Horizon. Zooming out, First Horizon’s share price has climbed steadily this year, with a strong year to date share price return and a solid one year total shareholder return suggesting momentum is quietly rebuilding as investors reassess regional bank risk and growth...

In December 2025, MyOme announced a collaboration and investment from Illumina to support its Proactive Health Trial, which will test whole-genome sequencing combined with AI-integrated risk models across common, chronic, and rare diseases, with enrollment expected to start in 2026. This partnership links Illumina’s population-scale sequencing capabilities with MyOme’s AI-driven risk assessment tools, highlighting a push toward earlier, more personalized interventions that aim to cut a very...

Martin Marietta Materials (MLM) has quietly kept climbing, with shares up about 5% over the past month and nearly 24% this year, as investors focus on steady infrastructure and construction demand. See our latest analysis for Martin Marietta Materials. At around $633.94 a share, that solid year to date share price return of roughly 24% and a three year total shareholder return near 91% suggest investors are steadily pricing in durable infrastructure growth rather than a one quarter story. If...