U.S. Logistics Stock News

BigBear.ai Holdings (NYSE:BBAI) caught investors’ attention this week after announcing the acquisition of Ask Sage, a generative AI platform serving secure government environments. The deal signals significant ambitions for growth in defense and national security sectors. See our latest analysis for BigBear.ai Holdings. The stock’s recent slide follows a volatile rally fueled by upbeat third-quarter results and the headline-grabbing Ask Sage acquisition, both considered pivotal for future...

In November 2025, Lumentum Holdings filed a shelf registration for US$890.75 million in common stock, including an ESOP-related offering of 3,600,000 shares. This move coincided with fiscal first-quarter results that exceeded expectations, and analysts highlighted Lumentum's critical role as an optical technology supplier to leading AI and cloud infrastructure companies. We'll look at how strong AI-driven demand and analyst optimism are shaping Lumentum's investment outlook following these...

Morningstar (MORN) just delivered quarterly results that topped revenue expectations, driven by strong performances from its credit business, PitchBook, and Morningstar Direct. Investor sentiment has been reinvigorated even as industrywide AI concerns persist. See our latest analysis for Morningstar. Morningstar’s stock has had a bumpy ride this year, slipping more than 37% on a share price basis since January as concerns about AI disruption cooled sentiment across information services...

ICL Group (NYSE:ICL) said it will discontinue its plans for lithium iron phosphate cathode material production in both the U.S. and Spain. The decision comes after losing key government funding and facing softer demand in the electric vehicle market. See our latest analysis for ICL Group. ICL Group’s decision to withdraw from its LFP cathode projects comes after a string of noteworthy developments, including steady quarterly sales growth and a recent dividend announcement. Despite a sharp...

Ecolab (ECL) has just rolled out its fully integrated Cooling as a Service program. The initiative aims to address the rising demand for energy-efficient cooling across the AI-powered data center sector. This move highlights the company’s drive to capture growth in a fast-evolving market. See our latest analysis for Ecolab. Ecolab’s launch of its cutting-edge Cooling as a Service program comes amid a solid year for the stock, with a year-to-date share price return of 13.3%. The company’s...

Wondering if lululemon athletica is a bargain or overpriced? You are not alone, and getting the value right could be your edge in the market. Despite making headlines in the past, the stock has recently stumbled, with a -2.9% return over the last 7 days and a hefty -9.2% dip in the past month, pushing its year-to-date drop to an eye-catching -55.8%. Much of this recent slide follows news around shifting consumer trends and analyst debates on future growth, as well as broader market...

The Board of Directors at Enova International (ENVA) just approved a new share repurchase plan, authorizing the company to buy back up to $400 million of its own stock through June 2027. This move often signals management’s positive outlook on future performance. See our latest analysis for Enova International. Enova International’s share price has rallied strongly so far this year, with a year-to-date share price return of over 25%. Momentum has built rapidly in recent months, even with...

Badger Meter (BMI) shares have caught investors' attention after recent price moves, with the stock down 5% over the past month and off 11% for the past 3 months. This performance brings Badger Meter’s moves into sharper focus for those tracking the water technology sector. See our latest analysis for Badger Meter. While Badger Meter’s share price return has faded, with a year-to-date drop of 20.6% and a 1-year total shareholder return of -22.6%, the five-year total return still more than...

Earlier this week, Cushman & Wakefield announced it had secured over 150,000 square feet of new and renewed long-term leases at the Southdale Office Centre in Edina, Minnesota, including a first-time tenant and expanded commitments from existing clients. This leasing momentum, combined with ongoing campus renovations, reflects sustained demand for high-quality office and medical space in the region and signals effective execution of growth initiatives. We'll now assess how the strong leasing...

Blue Owl Capital (NYSE:OWL) has frozen investor withdrawals from a longstanding private credit fund, just before merging it with a larger, publicly traded counterpart. Fund investors now face forced conversion at about a 20% valuation loss. See our latest analysis for Blue Owl Capital. This move comes as Blue Owl’s share price has plummeted, posting a 19.4% decline over the past month and an eye-catching 41.8% loss year-to-date, even as the three-year total shareholder return remains up more...

JBT Marel (JBTM) shares have seen movement recently, catching the attention of investors who are watching the company’s progress closely. With performance shifting over the past month, traders are weighing what comes next for the US-based business. See our latest analysis for JBT Marel. JBT Marel’s share price has pulled back around 10% over the last three months, but the stock is still showing positive momentum, with a year-to-date share price return of 5.6%. Looking at a wider timeframe,...

ASML Holding (NasdaqGS:ASML) shares have edged lower this week, prompting investors to review the company’s recent performance and underlying fundamentals. With semiconductors in focus globally, ASML’s moves continue to attract attention among tech-focused portfolios. See our latest analysis for ASML Holding. Following a stellar run earlier this year, ASML Holding has seen its share price cool off slightly this week, but that has hardly dulled its momentum. While the 1-day share price return...

iQIYI (NasdaqGS:IQ) shares have caught attention recently, moving more than 3% over the past week. Investors might be curious about what is driving the stock’s momentum and how it fits into the streaming landscape. See our latest analysis for iQIYI. After a solid run earlier this year, iQIYI’s share price has cooled a bit, though recent weekly gains suggest momentum could be rebounding. Over the past year, investors have seen a total shareholder return of 8.4%. However, this comes after a...

Viking Holdings (NYSE:VIK) just posted quarterly earnings that beat forecasts, with record adjusted EBITDA and revenue gains year over year. The company also expanded its fleet past 100 ships and secured most of its 2025 cruise bookings. See our latest analysis for Viking Holdings. Viking Holdings’ strong quarterly results and fleet expansion have energized its stock, with a notable year-to-date share price return of over 40% and a one-year total shareholder return of nearly 37%. Recent gains...

Spotify Technology (SPOT) shares are drawing attention after the company reported annual net income growth of 28% and revenue growth of 12%. These numbers come amid growing competition in the streaming space, prompting fresh discussion around Spotify's valuation. See our latest analysis for Spotify Technology. After soaring in the first half of the year, Spotify’s share price has cooled off recently, with a 14.5% drop over the past month and a 28.7% gain so far in 2024. Even with short-term...

Texas Instruments recently reported third-quarter results, revealing a 14% year-over-year revenue increase, primarily from growth in its analog and embedded processing segments, and announced a 4% dividend raise while issuing a cautious outlook for the coming quarter. Senior Vice President Christine Witzsche sold 1,000 shares shortly after the earnings report, coinciding with the company’s focus on the industrial and automotive markets for future growth. We’ll explore how Texas Instruments’...

USA Rare Earth (USAR) has navigated a stretch of high volatility, with shares slipping 6% in the past day and down 15% over the past week. Investors are keeping an eye on valuation after these recent slides. See our latest analysis for USA Rare Earth. USA Rare Earth's share price momentum has faded recently, with a steep drop over the past month offsetting earlier gains. Its total shareholder return over the past year remains a strong 33.4%. The recent swings reflect changing sentiment about...

Kite Realty Group Trust (KRG) has raised its quarterly dividend by 7.4%, sending a clear message about management's confidence in the company's financial position. Operating margins are also on the rise, a sign of improved efficiency. See our latest analysis for Kite Realty Group Trust. Following the dividend boost and rising margins, Kite Realty Group Trust's recent share price performance reflects a market still weighing its long-term runway. The stock has pulled back by over 10%...

Transocean (NYSE:RIG) is making headlines after announcing around $89 million in new firm contract backlog, supported by contract extensions for its offshore rigs in Brazil, Norway, and Romania. These deals highlight ongoing operator demand in critical energy markets. See our latest analysis for Transocean. The recent contract wins come as Transocean’s 90-day and 30-day share price returns have surged 26% and 16% respectively, rebounding from a sluggish start earlier in the year. Still, its...

Columbia Banking System (COLB) just announced a 3% increase to its quarterly cash dividend, which now stands at $0.37 per share. This decision signals confidence from the board in the company’s ongoing financial health and earnings outlook. See our latest analysis for Columbia Banking System. Even with the dividend boost signaling board confidence, Columbia Banking System’s share price return has been a bit mixed. The stock is down nearly 2.4% year-to-date, with a one-year total shareholder...

Ivanhoe Electric recently completed the final US$39.3 million land acquisition payments for the Santa Cruz Copper Project in Arizona, fulfilling all requirements of its agreement with Wolff-Harvard Ventures LLC. This milestone eliminates a major development barrier and sets the stage for mine construction to begin once permitting is finalized. We'll explore how clearing the last land acquisition hurdle positions Ivanhoe Electric to advance development at the Santa Cruz Copper...

The Environmental Protection Agency’s decision to revisit rules on heavy-duty vehicle emissions has put Cummins (CMI) in the spotlight. Investors appear optimistic, as they view the potential regulatory revisions as a tailwind for future profitability. See our latest analysis for Cummins. Cummins shares have built strong momentum lately, with a 33.8% year-to-date share price return and a robust 28.7% total shareholder return over the past year. Despite reporting softer earnings this quarter...

In recent months, CNA Financial has embarked on an enterprisewide modernization, overhauling its financial, operational, and technological infrastructure to strengthen agility and long-term sustainability. This transformation includes major improvements to internal systems and processes, reducing indirect costs while aiming to boost accuracy and transparency across financial operations. Now, we'll explore how CNA Financial's comprehensive business modernization may influence the company's...

O'Reilly Automotive (ORLY) just announced a $2 billion increase to its share buyback program, which now totals $29.75 billion and extends the plan for another three years. Management signals ongoing confidence in the company’s outlook. See our latest analysis for O'Reilly Automotive. O'Reilly Automotive has been making headlines with its sustained buyback activity and more recently by raising its outlook for full-year comparable sales. At $98.7 per share, its 24.65% share price return...