U.S. Logistics Stock News

In September 2025, Freeport-McMoRan reported worker fatalities and missing personnel at its Grasberg Block Cave mine in Indonesia, triggering operational disruptions and a wave of securities class action filings alleging misleading safety disclosures. These lawsuits focus on whether Freeport-McMoRan accurately represented safety practices and risk controls at one of its most important Indonesian assets, raising questions about oversight, governance, and longer-term regulatory...

If you are wondering whether Rockwell Automation is still worth considering after its big multi year run, or if the stock is already priced for perfection, this breakdown is for you. Shares have climbed 42.8% year to date and 38.9% over the past year, with a 6.4% gain in the last month and the price now around $401.08. Investors have been watching Rockwell as industrial automation and digitalization spending remain in focus, with ongoing interest in robotics, smart factories, and connected...

Earlier this week, Bank of America Securities reiterated its positive stance on Sylvamo, highlighting expected operating-rate improvements in North America following the closure of the Riverdale and Chillicothe mills and pointing to potential pricing power in uncoated freesheet paper from 2026. The firm also indicated that recent European weakness could be offset by stronger volumes in Latin America and North America, underscoring how regional mix and capacity rationalization may reshape...

Navigator Holdings Ltd. recently received an average “Buy” rating from five research firms and increased its quarterly dividend to US$0.07 per share, up from US$0.05, with the higher payout due on 16 December 2025. This combination of stronger analyst conviction and a higher cash return signals growing confidence in Navigator’s balance sheet resilience and earnings capacity. We’ll now examine how the dividend increase may influence Navigator Holdings’ investment narrative and longer-term...

In November 2025, Five9 introduced its expanded “Genius AI” upgrades at CX Summit 2025, pushing deeper AI into routing, quality management, and analytics across its unified customer experience platform. Awarded a place on Computerworld’s 2026 Best Places to Work in IT list for the third year running, Five9 is highlighting how its investment in people and culture underpins the innovation behind its Intelligent CX Platform. Next, we’ll explore how the expanded Genius AI capabilities could...

If you have ever wondered whether Procter & Gamble is still worth buying at today’s price, you are not alone. This breakdown is designed to give you a clear, practical view of its real value. The stock has recently bounced about 4.0% over the last week, but it is still down roughly 12.5% year to date. This mix can signal either improving sentiment or lingering concern about future returns. Investors have been digesting a stream of product innovation updates and ongoing cost saving...

Wondering if Workday is starting to look like a bargain after a rough patch in the market, or if the dip is just a value trap in disguise? The stock is down about 2.8% over the last week, 6.4% over the past month, and roughly 14.2% year to date, extending a 22.3% slide over the last year despite still being up around 25.6% over 3 years. Recently, headlines have focused on Workday's strategic push deeper into AI driven analytics and automation across its HR and finance platforms, as well as...

Polaris (PII) is back on investors’ radar after a stronger third quarter prompted management to lift its 2025 sales outlook, with earnings expectations also trending higher as On Road, Marine and Off Road share gains stack up. See our latest analysis for Polaris. The upbeat third quarter and bullish 2025 outlook seem to be resonating, with Polaris posting a 90 day share price return of nearly 20 percent and a 1 year total shareholder return just over 19 percent, suggesting momentum is...

Fastly (FSLY) has quietly drifted lower over the past month, even though its longer term performance looks better. That gap between sentiment and fundamentals is what makes the stock interesting now. See our latest analysis for Fastly. Over the last year, Fastly’s share price has swung between renewed optimism and caution. The recent 30 day share price return of negative 9.44 percent has cooled what had been stronger 90 day momentum, while the three year total shareholder return of 20.93...

Hesai Group recently reported that it became the only lidar company included in Morgan Stanley’s “Humanoid Tech 25” list and surpassed 2 million cumulative automotive lidar deliveries, while holding the top ADAS main lidar market share for nine consecutive months. These achievements, supported by fully automated production lines capable of producing one lidar every 10 seconds and over 200,000 JT-series robotics lidar shipments, underscore Hesai’s operational scale and influence across both...

In the past few days, Deluxe reported third-quarter 2025 earnings that surpassed analyst expectations, S&P Global Ratings raised its credit rating to ‘B+’ with a stable outlook, and CFO William C. Zint purchased 175 shares under a 10b5-1 plan. Together, stronger-than-expected earnings, a credit upgrade reflecting improved credit metrics, and insider buying highlight growing confidence in Deluxe’s financial trajectory and balance-sheet resilience. We’ll now examine how the earnings beat and...

Xcel Energy (XEL) has quietly slipped about 3% over the past week and 9% over the past month, even as its one year total return still sits in double digits. See our latest analysis for Xcel Energy. At around $73.73, the recent pullback in Xcel Energy’s share price, including an 8.5% 1 month share price decline, looks more like fading near term momentum than a reversal of its solid longer term total shareholder returns. If this kind of defensive name has your attention, it might also be worth...

Wondering if JD.com is finally a bargain after years of volatility? In this article we walk through whether the current price really reflects the value of the underlying business. Despite a modest pullback of 2.9% over the last week and 1.6% over the past month, the bigger story is the long slide, with the stock down 15.7% year to date and 20.4% over the last year, and far more over 3 and 5 years. Recent headlines have focused on JD.com's ongoing push to streamline operations and sharpen its...

CRH (NYSE:CRH) just delivered an earnings update that caught investors attention, lifting full year EBITDA guidance after a strong second quarter that held up well despite tough weather and a softer U.S. housing backdrop. See our latest analysis for CRH. That upgrade is landing against a backdrop of strong momentum, with a 1 month share price return of 15.83 percent and a year to date share price gain of 36.9 percent. The 3 year total shareholder return of 237.3 percent shows how powerful the...

Wondering if Cigna Group is quietly trading at a discount while everyone is distracted by flashier healthcare names? Let us unpack whether the current price really reflects its long term potential. The stock has climbed 5.1% over the last week and 2.4% over the past month, while it is up a modest 0.6% year to date and 6.1% over the last year, after a choppier 3 year stretch where it is still down 11.5% but ahead 54.8% over 5 years. Recent headlines have focused on Cigna Group’s strategic...

At its 2025 Annual Meeting held on December 10, AMC Entertainment Holdings’ stockholders rejected several governance reforms but approved a significant increase in authorized Class A shares. This mix of blocked shareholder-rights changes and fresh capacity to issue equity highlights an ongoing tension between recapitalization needs and investor dilution concerns. Next, we’ll examine how the newly approved share increase, alongside AMC’s existing challenges, affects the company’s broader...

Navan (NAVN) has just posted its Q3 2026 numbers, with revenue of about $194.9 million and a basic EPS loss of roughly $4.58 per share, while trailing 12 month revenue sits at around $656.3 million against a TTM EPS of about negative $7.99. The company has seen quarterly revenue move from roughly $126.9 million in Q2 2025 to $151.1 million in Q3 2025 and then to $194.9 million in Q3 2026, alongside basic EPS sliding from about negative $1.02 to negative $0.92 and then to negative $4.58 over...

In recent days, Arbor Realty Trust has faced an analyst downgrade from Keefe, Bruyette & Woods to “Underperform,” while also pricing a US$400 million offering of 8.50% Senior Notes due 2028 to refinance existing 2026 notes and support general corporate purposes. Together with earlier research views and earnings estimate trends, these developments highlight how funding costs, analyst sentiment and dividend sustainability are central to how investors assess Arbor’s role in the multifamily and...

Advanced Micro Devices (AMD) has quietly drifted lower over the past month, even as its longer term returns stay strong, and that disconnect is exactly what has traders debating whether this pullback is a fresh entry point. See our latest analysis for Advanced Micro Devices. That recent 15.25% 1 month share price return slump looks more like a pause within a powerful uptrend, with a 31.42% 3 month share price return and 67.31% 1 year total shareholder return still signaling strong underlying...

Earlier in December, Franklin Resources said the U.S. Department of Justice is prepared to resolve its investigation into subsidiary Western Asset Management’s past treasury-derivatives trade allocations without filing criminal charges, after the unit fully cooperated with regulators. This prospective resolution removes a significant legal overhang tied to Western Asset’s trading practices, potentially easing concerns about regulatory risk and business disruption across Franklin Resources’...

In recent days, Brinker International drew attention as bullish analyst commentary, improved customer traffic trends, and a supportive interest-rate backdrop lifted investor sentiment around its Chili’s and Maggiano’s brands. Behind the headlines, management’s cost-cutting progress and Chili’s success in appealing to younger guests stood out as key drivers of this renewed optimism. We’ll now examine how this improved traffic momentum and analyst confidence could influence Brinker's ongoing...

Wondering if ServiceNow is starting to look like a deal after its big run over the past few years and recent pullback? You are not alone. This is exactly when valuation really starts to matter. The stock is down about 8.6% over the last week, 8.2% over the past month, and roughly 25.9% year to date, yet it is still up more than 100% over 3 years. This combination often signals shifting sentiment rather than a broken business. Recently, investors have been digesting macro worries around IT...

T-Mobile US recently unveiled an aggressive holiday switching campaign, including a 15-minute sign-up via its T-Life app and a limited-time free iPhone 17 256GB offer for new customers who port their numbers and enroll in specific plans, while also approving a new US$14.60 billion shareholder return program through 2026 via buybacks and dividends. These moves, alongside intensified competitive poaching across US wireless carriers, position T-Mobile as an operator using both customer...

In mid-December 2025, Charles River Laboratories International received a series of analyst upgrades and benefited from the U.S. SEC closing its investigation without recommending enforcement action, boosting confidence in its operations and governance. These developments eased regulatory uncertainty and reinforced the company’s role as a key contract research partner for complex preclinical and early-stage drug development work. We’ll now examine how the SEC clearance and recent analyst...