U.S. Logistics Stock News

Earlier this month, Garmin introduced the quatix 8 Pro nautical smartwatch, a 47mm, titanium-bezel device with built-in inReach satellite and cellular connectivity, enhanced boat mode, marine integrations and up to 15 days of battery life, priced at US$1,299.99. The launch underlines Garmin’s push to blend premium marine hardware with always-on safety and connectivity services, deepening its ecosystem for serious boaters and offshore users. We’ll now examine how this expansion of Garmin’s...

Agree Realty Corporation recently declared a monthly cash dividend of US$0.262 per common share and US$0.08854 per Series A preferred depositary share, with both payouts scheduled for February 2026 to shareholders of record in late January. Alongside these dividends, a continued pattern of insider share purchases, including a January 2026 buy by the CFO, underscores management’s alignment with common investors and commitment to ongoing income distributions. Against this backdrop of insider...

Cleveland-Cliffs has recently drawn attention as sector optimism builds ahead of its February 2026 earnings release, amid industry commentary about stronger demand from infrastructure, construction, and automotive customers supported by tariffs and expectations of economic recovery. At the same time, discussions around a potential POSCO investment, ongoing closure of lower-margin facilities, and longer-term possibilities in rare earth extraction are reshaping how investors think about...

Papa Johns previously announced it selected PAR Technology’s PAR POS and PAR OPS platforms to underpin its next-generation U.S. in-restaurant technology stack, replacing legacy on-premise systems and targeting a fully rolled-out deployment across all domestic corporate and franchise locations by the end of 2027. This deal reinforces PAR’s role as an integrated restaurant tech provider, embedding its AI-enabled platform at scale within a major quick-service pizza chain’s operations and...

In recent months, Marvell Technology reported record quarterly revenue and strong year-on-year growth, driven by accelerating demand for its data center and AI-focused products, while guiding for full-year revenue expansion above 40% and highlighting new AI chip design wins with major hyperscalers. Beneath the headlines, Marvell’s rapidly scaling data center switching and custom AI processor businesses, including next-generation 51.2T platforms and multiyear hyperscaler design wins, are...

In January 2026, Birkenstock Holding plc issued fiscal first-quarter 2026 guidance, projecting revenue of €402 million, with reported growth lagging constant-currency growth because of a weaker US Dollar against the Euro. Alongside this, management flagged higher tariff-driven costs and modest margin pressure, while planning targeted price adjustments and efficiency gains to cushion the impact. We’ll now examine how this combination of softer guidance and tariff-related margin pressure...

On December 31, 2025, FMR LLC sharply cut its holdings in TreeHouse Foods Inc, reducing its position by 2,718,583 shares while retaining 822,158 shares and a 1.60% stake. This sizeable pullback by a major institutional investor brings fresh attention to TreeHouse Foods’ ability to execute its efficiency plans amid ongoing market and operational challenges. We’ll now examine how FMR LLC’s large reduction in its TreeHouse stake interacts with the existing investment narrative and risk...

Ensign Group recently reported that its skilled nursing, senior living, and rehabilitation services across 15 states have seen sustained strength in demand, with unit sales growth averaging 11.8% annually over the past two years. An important takeaway for investors is that Wall Street now projects revenue growth of 22.8% over the next 12 months, underscoring a meaningfully stronger demand outlook for Ensign’s high-acuity care model. We will now examine how this accelerating demand outlook...

If you are wondering whether BeOne Medicines at US$338.19 is offering fair value or a potential mispricing, the starting point is to look closely at what the market is paying for the business today. The share price performance has been mixed across time frames, with returns of 0.1% over 7 days, 7.0% over 30 days, 8.7% year to date, 61.0% over 1 year, 26.9% over 3 years and a 9.7% decline over 5 years. Recent attention on BeOne Medicines has been reflected in these moves, with investors...

JFrog (FROG) shares have been in focus after the company appointed Genefa Murphy as Chief Marketing Officer, a move investors are weighing alongside the stock’s recent pullback and longer term performance. See our latest analysis for JFrog. Murphy’s appointment and JFrog’s upcoming appearance at the Needham Growth Conference come as the stock trades at US$56.89, with a 30 day share price return showing a 14.85% decline, a 90 day gain of 18.55%, and a 1 year total shareholder return of 73.71%...

In recent days, multiple brokers including Barclays have reiterated their existing views on Southern Company while updating their formal research assessments. These moves collectively highlight how a broad group of analysts is reassessing Southern’s prospects as one of the largest regulated utilities in the US. With analysts broadly reappraising Southern’s outlook, we’ll now examine how this reassessment could influence the company’s long-term investment narrative. Find companies with...

On January 15, 2026, Unum Group’s board declared a quarterly dividend of US$0.460 per share, payable on February 20, 2026, to shareholders of record as of January 30, 2026. This reaffirmed dividend, alongside Unum’s broader capital return policies, highlights management’s ongoing emphasis on distributing cash to shareholders. We’ll now examine how Unum’s reaffirmed dividend shapes the company’s existing investment narrative and its capital return profile. Uncover the next big thing with...

In early January 2026, Installed Building Products, Inc. priced a US$500,000,000 offering of 5.625% senior unsecured notes due 2034, intending to redeem its existing 5.75% senior unsecured notes due 2028 and fund general corporate purposes in a private placement to qualified institutional buyers. Around the same time, J.P. Morgan downgraded Installed Building Products to a sell rating, underscoring tensions between the company’s capital structure moves and evolving analyst views on its...

Baker Hughes (BKR) is back on investors’ radar after repositioning itself as an energy technology company, with a record US$32b backlog and the planned Chart Industries acquisition drawing fresh attention. See our latest analysis for Baker Hughes. The recent 15.8% 1 month share price return to US$51.75, alongside a 9.8% year to date share price gain and a 5 year total shareholder return of 165.3%, suggests momentum has been building as investors react to Baker Hughes' energy transition push,...

In early January 2026, Motorola announced the motorola razr FIFA World Cup 26 Edition, a foldable smartphone themed around the 48-team tournament, launched with exclusive early availability through motorola.com and Verizon before a broader retail rollout at a US$699.99 MSRP in the United States and C$999.99 in Canada. By tying a collectible, FIFA-branded device to its role as Official Smartphone Partner and supporting tournament operations, Motorola is using a global sports event to deepen...

Wondering whether Netflix at around US$88 is a bargain, fairly priced, or too expensive right now? This article walks through the numbers so you can judge the value story for yourself. The stock has had a mixed run, with a 1.6% decline over the last week, a 6.8% decline over the last month, a 3.3% decline year to date, a 2.6% gain over the past year, and a very large 3 year return. Recent headlines around Netflix have focused on its position in global streaming, content spending choices, and...

Preformed Line Products recently reported solid third-quarter 2025 results, with strong revenue growth from its core energy and communications markets while managing tariff-related cost pressures and a one-time pension termination charge. The company’s ability to grow operating income and adjusted earnings while continuing to invest in new manufacturing facilities and acquisitions highlights its underlying financial resilience. We’ll now examine how resilient operating performance amid...

Strategy (MSTR) sits at the intersection of bitcoin exposure and AI-powered analytics, giving investors a single stock that connects a bitcoin treasury approach with enterprise software focused on data-driven decision-making. See our latest analysis for Strategy. At a latest share price of $173.71, Strategy’s recent 7 day share price return of 10.41% and 30 day gain of 5.39% sit against a 90 day decline of 41.43%. The 3 year total shareholder return is around 7x, which suggests long term...

In recent days, CNH Industrial has attracted elevated attention from major financial institutions, with multiple analysts reaffirming or upgrading their views and highlighting the company’s earnings potential, cost initiatives, and technology-driven growth opportunities. At the same time, CNH has expanded its sustainability efforts, from tree-planting at its Basildon plant to a Miyawaki forest project in India, underscoring how environmental initiatives now sit alongside financial...

Earlier in January 2026, Braze was added to Wells Fargo’s Q1 2026 Tactical Ideas List, while Wells Fargo and Needham both reiterated positive views on the company’s AI-enabled customer engagement platform and commercial progress. Analysts emphasized that Braze’s data-first, AI-focused offerings and flexible pricing initiatives like Flex Credits are strengthening its competitive position and supporting deeper enterprise adoption. We’ll now examine how this renewed analyst enthusiasm around...

Firefly Aerospace recently announced a Block II upgrade for its Alpha rocket, extending the vehicle to about 104 feet and introducing in-house avionics, optimized propellant tanks, and stronger carbon composite structures to improve reliability, producibility, and launch operations for commercial, civil, and national security missions. With Alpha Flight 7 set to trial several Block II subsystems in shadow mode before a full rollout on Flight 8, Firefly is using this mission as a real-world...

Conference appearance puts Ouster in focus Ouster (OUST) is set to present at the 28th Annual Needham Growth Conference on January 15, 2026 in New York, drawing fresh attention to how investors view the lidar stock today. See our latest analysis for Ouster. At a share price of US$26.36, Ouster’s recent pattern has been mixed, with a 30 day share price return of 18.58% alongside a 90 day share price return decline of 13.69%, while its 1 year total shareholder return of 148.68% and 3 year total...

If you are wondering whether Wayfair's current share price lines up with its fundamentals, this article walks through the key numbers so you can judge the value for yourself. Wayfair's stock last closed at US$114.99, with a 7 day return of a 0.8% decline, a 30 day return of 13.1% and a 1 year return of 155.6% that sits alongside a 5 year return of a 61.7% decline. Recent coverage has focused on Wayfair as a major online home goods retailer, with attention on how its business model responds...

GDS Holdings (GDS) is back in focus after DayOne Data Centers agreed to repurchase US$385 million of shares from the company, freeing up cash that GDS plans to redirect into opportunities in China. See our latest analysis for GDS Holdings. The DayOne share sale comes after a strong run, with GDS delivering a 13.16% 1 month share price return and an 18.23% 3 month share price return, while the 1 year total shareholder return of 72.87% contrasts with a 5 year total shareholder return of a...