U.S. Logistics Stock News

NYSE:PNC
NYSE:PNCBanks

Is PNC Financial (PNC) Pricing Reflect Recent Gains And Regulatory Focus On Big Banks

If you are wondering whether PNC Financial Services Group is priced attractively right now, it helps to start with how the market has been treating the stock recently and what that might say about value. PNC Financial Services Group last closed at US$233.82, with returns of 4.5% over 7 days, 10.6% over 30 days, 10.6% year to date, 21.8% over 1 year, 61.8% over 3 years, and 77.2% over 5 years. This gives important context before weighing up what you are paying versus what you may be...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Q3 Net Margin Improvement Tests Income Bear Narratives

Enterprise Products Partners (EPD) has laid out a steady set of numbers for FY 2025 so far, with third quarter revenue at US$12.0 billion and basic EPS of US$0.61, alongside trailing 12 month revenue of US$53.0 billion and basic EPS of US$2.65 that frame the latest print in a broader context. The partnership has seen quarterly revenue move from US$13.8 billion in the third quarter of 2024 to US$12.0 billion in the third quarter of 2025, while basic EPS shifted from US$0.65 to US$0.61 over the...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target (TGT) Is Up 6.9% After Board Refresh And Major Beauty Push - What's Changed

In late January 2026, Target announced its largest-ever spring beauty assortment alongside a refreshed in-store experience and beauty events, and also elected former Nike innovation chief John Hoke III and ex-HanesBrands CEO Steve Bratspies to its board, while affirming a quarterly dividend of US$1.14 per share. Together, these moves highlight Target’s push to reinvigorate merchandising authority and customer experience while adding retail veterans to help steer a broader turnaround under...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Does Cincinnati Financial’s Dividend Hike and New Risk Leaders Shift Its Capital Playbook for CINF?

On January 30, 2026, Cincinnati Financial Corporation’s board approved an 8% increase in its regular quarterly cash dividend to US$0.94 per share, payable April 15, 2026, and named three senior executives to key leadership roles across its property-casualty subsidiaries. The combination of a higher dividend and refreshed actuarial, reinsurance and finance leadership signals an emphasis on disciplined risk management alongside continued cash returns to shareholders. We’ll now examine how the...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Assessing CoreWeave (CRWV) Valuation After Recent Share Price Volatility

CoreWeave overview and recent performance snapshot CoreWeave (CRWV) has drawn fresh attention after recent trading swings, with the stock last closing at US$90.06. Short term returns are mixed, including a 1 day gain alongside a 7 day decline. See our latest analysis for CoreWeave. For context, CoreWeave’s recent moves include a 13.54% 1 month share price return alongside a 21.29% 3 month share price decline, so current momentum looks more like a reset than a steady uptrend. If CoreWeave’s...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Is Autodesk (ADSK) Now Attractive After A 21.5% Share Price Slide?

What Autodesk’s Recent Share Price Moves Might Mean For Value Focused Investors Before you decide whether Autodesk might be attractively priced, it helps to step back and ask what the recent share price is really telling you about expectations baked into the stock. Over the last week the share price has fallen 10.2%, contributing to a 16.0% decline over the past month and a 21.5% decline over the past year, even though the 3 year return sits at 7.7% and the 5 year return at 20.9%. Recent...
NasdaqGS:MMYT
NasdaqGS:MMYTHospitality

MakeMyTrip (MMYT) Is Down 11.1% After Mixed Q3 Earnings And Completed Buyback – Has The Bull Case Changed?

MakeMyTrip Limited recently reported past third-quarter and nine-month results to December 31, 2025, showing higher revenue of US$295.69 million for the quarter and US$793.88 million for the nine months, but materially lower net income of US$7.25 million and US$27.56 million respectively compared with the prior-year periods. Alongside this mixed earnings picture, the company completed a long-running share repurchase program launched in 2012, retiring 1,758,742 shares for a total of US$77.26...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global AI Tool May Support Service Growth And Valuation Story

Carrier Global (NYSE:CARR) introduced "Tell Me More", a generative AI feature within its Abound Insights Assistant for building operators. The tool is designed to provide predictive insights and actionable guidance to support facility managers and technicians. "Tell Me More" targets diagnosis, issue resolution, and workflow support in HVAC and building management, an area affected by technician talent shortages. Carrier Global, through its Abound platform, is leaning further into digital...
NYSE:VOYA
NYSE:VOYADiversified Financial

How Investors Are Reacting To Voya Financial (VOYA) Expanded Buybacks And Dividend Affirmation

Voya Financial recently declared semi-annual and quarterly dividends on its Series A and Series B preferred shares, affirmed a US$0.47 common dividend for first-quarter 2026, and outlined additional share repurchases alongside a new sports partnership with Boston Legacy FC. These capital return decisions, combined with upcoming earnings and executive participation at a UBS investor conference, highlight how Voya is actively engaging shareholders while maintaining a visible presence in the...
NYSE:EW
NYSE:EWMedical Equipment

How Edwards’ TAVR-First Pivot And JenaValve Exit At Edwards Lifesciences (EW) Has Changed Its Investment Story

In recent weeks, Edwards Lifesciences has drawn attention after exiting its planned JenaValve acquisition, raising 2026 EPS guidance, and emphasizing growth in its Transcatheter Aortic Valve Replacement (TAVR) and mitral platforms amid robust demand for structural heart procedures. An interesting angle for investors is how analysts’ upgraded views have clustered around the same theme: TAVR now anchors the company’s long-term focus, with internal platforms prioritized over external...
NYSE:MUR
NYSE:MUROil and Gas

What Murphy Oil (MUR)'s Weaker Earnings, Higher Dividend and New 2026 Outlook Mean For Shareholders

In January 2026, Murphy Oil Corporation reported fourth-quarter 2025 revenue of US$624.56 million and net income of US$11.89 million, alongside full-year revenue of US$2.72 billion and net income of US$104.23 million, both lower than the prior year despite steady production levels. At the same time, Murphy Oil raised its quarterly dividend to US$0.35 per share, issued US$500.00 million of 6.500% notes due 2034 to refinance existing debt, and outlined 2026 production guidance that gives...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Is It Time To Reassess Super Micro Computer (SMCI) After Its Recent AI Server Momentum

If you are wondering whether Super Micro Computer's share price still reflects its true worth, you are not alone, many investors are asking the same question. The stock is roughly flat year to date with a 3.9% decline, and it has a modest 2.1% return over the past year but a very large gain over the past 5 years, close to 8x. Recent coverage has focused on Super Micro Computer's role in high performance computing and data center hardware, with attention on how its server platforms are...
NYSE:NJR
NYSE:NJRGas Utilities

New Jersey Resources (NJR) Margin Compression Challenges Bullish Growth Narratives After Q1 2026 Results

New Jersey Resources Q1 2026 Earnings Snapshot New Jersey Resources (NJR) opened fiscal 2026 with Q1 revenue of US$604.9 million and basic EPS of US$1.22, setting a clear benchmark against its recent trading price of US$51.81. The company has seen quarterly revenue move from US$488.4 million in Q1 2025 to US$604.9 million in Q1 2026, while basic EPS shifted from US$1.32 to US$1.22 over the same periods. This gives investors a straightforward read on how the top and bottom lines compare with...
NYSE:BR
NYSE:BRProfessional Services

Broadridge Financial Solutions (BR) Margin Expansion Reinforces Steady Compounder Narrative In Q2 2026

Broadridge Financial Solutions (BR) has put up another solid scorecard for Q2 2026, with revenue at US$1.6b and basic EPS at US$1.41 setting the tone for its latest update. The company has seen revenue move from US$1.59b in Q2 2025 to US$1.6b this quarter, while basic EPS shifted from US$1.22 to US$1.41 over the same period, alongside trailing 12 month EPS of US$7.90 and net income of US$925.1m that sit against a higher net margin than a year ago. Taken together, these earnings and margin...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Assessing Snap (SNAP) Valuation As Earnings Approach And AI And Snapchat Plus Gain Traction

Why Snap’s upcoming earnings matter for investors Snap (SNAP) is back in focus as it prepares to report earnings this Wednesday after the bell, with attention on user trends, digital ad demand, and early traction in newer revenue streams. See our latest analysis for Snap. Despite interest in its AI, AR and Snapchat+ efforts ahead of earnings, Snap’s recent share price performance has been weak, with a 30 day share price return of negative 25% and a 1 year total shareholder return of negative...
NYSE:MSGE
NYSE:MSGEEntertainment

Madison Square Garden Entertainment (MSGE) Margin Compression Challenges Bullish Earnings Growth Narrative

Madison Square Garden Entertainment (MSGE) has posted another mixed quarter, with Q2 2026 revenue of US$158.3 million and a basic EPS loss of US$0.46 framing the headline numbers. The company’s quarterly revenue has moved from US$138.7 million in Q1 2025 to US$407.4 million in Q2 2025, then to US$242.5 million in Q3 2025 and US$154.1 million in Q4 2025. Over the same period, basic EPS has ranged from a loss of US$0.40 in Q1 2025 to a profit of US$1.57 in Q2 2025, US$0.17 in Q3 2025 and a loss...
NasdaqGS:NRC
NasdaqGS:NRCHealthcare

National Research (NRC) Margin Compression Reinforces Bearish Earnings Narratives

National Research (NRC) just posted its FY 2025 Q3 numbers, with revenue of US$34.6 million and EPS of US$0.18 setting the tone for a year that also includes a Q2 loss alongside a stronger Q1. Over recent quarters the company has seen revenue move from US$35.8 million in Q3 2024 to US$36.9 million in Q4 2024, then to US$33.6 million in Q1 2025 and US$34.0 million in Q2 2025. Over the same period, quarterly EPS shifted from US$0.24 to US$0.28, then US$0.25 before dipping slightly negative in...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Patria Investments (PAX) Net Margin Strength Challenges Concerns Over Earnings Quality

Patria Investments (NasdaqGS:PAX) has reported third quarter FY 2025 results with revenue of US$86.5 million and basic EPS of US$0.14, setting the tone for a year where trailing 12 month revenue sits at US$405.8 million and EPS at US$0.67. The company has seen quarterly revenue run from US$74.9 million in Q2 2024 to US$86.5 million in Q3 2025, while basic EPS over that stretch has moved between roughly US$0.00 and US$0.35 per quarter, backed by trailing 12 month net income of US$106.3 million...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings Q3 Loss Reinforces Concerns Over Trailing US$1.2b Earnings Hole

Capri Holdings (CPRI) has just posted its Q3 2026 numbers, with quarterly revenue of US$856 million and a basic EPS loss of US$0.28, alongside trailing 12 month EPS of US$10.14 in losses on US$4.4 billion of revenue. Over recent periods the company has seen revenue move between US$848 million and US$1.3 billion per quarter while EPS has swung from a profit of US$0.47 to losses of more than US$5 per share, setting a wide range for earnings outcomes that keeps the focus firmly on...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Hasbro Leans Into Fandom With New Licensing Deals And Campaigns

Hasbro (NasdaqGS:HAS) has announced new entertainment licensing deals tied to the upcoming live action Street Fighter movie and Netflix's KPop Demon Hunters. The company is rolling out associated merchandise, collectibles, and games, alongside a MY LITTLE PONY "Chase the Magic" collaborative sweepstakes that lets fans help shape a new character. These moves reflect a focus on fan engagement and franchise based products across films, streaming content, and long running toy brands. Hasbro,...
NasdaqCM:MLTX
NasdaqCM:MLTXBiotechs

A Look At MoonLake Immunotherapeutics (MLTX) Valuation After Mixed Analyst Calls And FDA Fast Track Decision

What triggered the latest move in MoonLake Immunotherapeutics MoonLake Immunotherapeutics (MLTX) has come into focus after a mix of analyst calls and an FDA update on its lead drug, sonelokimab, highlighted contrasting views on the company’s clinical and regulatory outlook. Goldman Sachs cut its rating, citing approval risk following the VELA-2 outcome in hidradenitis suppurativa, while the FDA granted Fast Track status for sonelokimab in palmoplantar pustulosis, supported by Phase 2 LEDA...
NasdaqGS:THFF
NasdaqGS:THFFBanks

First Financial (THFF) Net Interest Margin Strength Supports Bullish Narratives In Q3 FY 2025

First Financial (THFF) just posted its FY 2025 third quarter numbers, with total revenue of US$69.3 million and basic EPS of US$1.75 setting the tone for its latest update. The company has seen quarterly revenue move from US$48.99 million in Q2 FY 2024 to US$69.3 million in Q3 FY 2025, while basic EPS has shifted from US$0.74 to US$1.75 over the same stretch, giving investors a clear view of how the income line has tracked alongside the top line. With a trailing twelve month net profit margin...
NasdaqGS:HTLD
NasdaqGS:HTLDTransportation

Heartland Express (HTLD) EPS Loss Persists In Q3 2025 And Reinforces Bearish Narratives

Heartland Express (HTLD) has opened FY 2025 with another tough quarter, reporting Q3 revenue of US$196.5 million and a basic EPS loss of US$0.11, alongside a trailing 12 month net loss of US$34.9 million on US$868.9 million of revenue. The company has seen quarterly revenue move from US$274.8 million in Q2 2024 to US$259.9 million in Q3 2024, then to US$242.6 million in Q4 2024 and US$219.4 million in Q1 2025, before landing at US$210.4 million in Q2 2025 and US$196.5 million in Q3 2025, with...
NYSE:PJT
NYSE:PJTCapital Markets

PJT Partners (PJT) Margin Improvement And 64.9% Earnings Growth Test Valuation Skeptics

PJT Partners (PJT) has put up another busy quarter, with Q3 FY 2025 revenue of US$446.9 million and basic EPS of US$1.55, alongside trailing 12 month EPS of US$6.95 on revenue of about US$1.66 billion and TTM earnings growth of 64.9% year over year. Over recent periods the firm has seen quarterly revenue move from US$326.1 million in Q3 2024 to US$478.6 million in Q4 2024, then to US$324.3 million in Q1 2025, US$406.7 million in Q2 2025 and US$446.9 million in Q3 2025, with EPS shifting from...