U.S. Logistics Stock News

Why Delta Air Lines’ recent run puts valuation in the spotlight Delta Air Lines stock has attracted a lot of attention recently, and if you are wondering whether the current share price offers value or stretches it, the numbers provide a useful starting point. Over recent periods, the stock has recorded returns of 10.0% over 7 days, 13.2% over 30 days, 34.0% year to date, 88.9% over 1 year, 101.2% over 3 years, and 116.7% over 5 years. This naturally raises the question of how much of this...

In June 2026, Ondas Inc. announced more than US$40,000,000 in new orders, launched multiple autonomous defense systems at Eurosatory, and its subsidiary Sentrycs integrated Cyber-over-RF counter-drone technology into Lockheed Martin’s Sanctum platform. Together with U.K. subsidiary Rotron Aerospace’s long-range precision-strike flight tests and the ONBERG European joint venture, these moves underline Ondas’ push to embed AI-enabled autonomy and counter-UAS capabilities across key defense...

Tariff threats are back on the table, and this time the focus is on countries pushing digital services taxes on US tech giants. If those 100% tariffs on imports materialize, companies that manufacture and operate mainly within US borders could sit in a very different risk bucket from globally exposed exporters. This article looks at how that tension around digital taxes and Section 301 action might feed through to US domestic manufacturing and industrial stocks, and highlights 3 stocks from...

Gilead Sciences (NasdaqGS:GILD) received FDA approval for Trodelvy as a first-line treatment for adult patients with advanced or metastatic triple-negative breast cancer. The approval covers use as monotherapy and in combination with Keytruda for PD-L1 positive disease. Trodelvy is a first-in-class Trop-2 directed antibody-drug conjugate with overall survival data across multiple indications. Gilead Sciences is best known for its antiviral therapies, and Trodelvy illustrates how the company...

If you are wondering whether Robert Half stock offers value at today's price, this article breaks down what the current share price might be implying about the business. The stock recently closed at US$32.76, with gains of 3.7% over the past week and 20.8% over the past month, while longer term returns include a 19.8% gain year to date but declines of 13.7% over 1 year, 49.4% over 3 years and 55.3% over 5 years. Recent news around Robert Half has largely focused on its position within the...

HEICO’s expanded credit facility and dividend increase: why this matters now HEICO (HEI) has drawn fresh attention after record fiscal Q2 2026 results, an 8% lift in its semiannual dividend to US$0.13 per share, and a larger US$2.2b revolving credit facility. For investors, this combination ties together earnings strength, ongoing cash returns, and extra balance sheet flexibility. It also raises a practical question: how much of this good news is already reflected in HEICO’s current share...

Edge Case’s three month audit of Aurora Innovation (AUR) has put the company’s Safety Case in the spotlight, confirming its structure, alignment with key standards, and ongoing maintenance for autonomous trucking. See our latest analysis for Aurora Innovation. Aurora Innovation’s latest audit news lands after a mixed stretch for the stock, with a 1 day share price return of 1.92%, a 90 day share price return of 54.37%, and a 3 year total shareholder return of 116.33% that contrasts with a...

Apogee Enterprises (APOG) opened its new fiscal year with Q1 2027 results that sit against a trailing 12 month backdrop of US$1.4 billion in revenue and basic EPS of US$2.54, supported by net income of US$54.1 million over that period. Over recent quarters, the company has seen quarterly revenue move in a tight band around US$340 million to US$360 million, while basic EPS has ranged from a loss of US$0.13 per share to a quarterly high of about US$1.10. This highlights how margin swings have...

Repligen earnings reaction puts guidance in focus Repligen (RGEN) came back on investor radar after Brown Capital Management flagged the stock as a key detractor, following the market reaction to its Q1 2026 earnings release and moderated growth guidance. See our latest analysis for Repligen. At a share price of $147.01, Repligen has seen strong short term momentum, with 7 day and 30 day share price returns of 11.35% and 29.90%. This contrasts with a year to date share price decline of 10.55%...

PNC Financial Services Group (NYSE:PNC) has completed the large scale integration of FirstBank. The systems conversion adds 780,000 customers, over 1,620 employees, and 95 branches across Colorado and Arizona. The move significantly expands PNC's presence in the Rocky Mountain region. For investors watching large U.S. regional banks, PNC Financial Services Group now has a broader physical footprint across the West after bringing FirstBank fully onto its platforms. The deal adds a meaningful...

Doximity recently faced weaker sentiment as analysts highlighted an expected quarterly EPS decline alongside only modest revenue growth, amid a Zacks Rank of #5 (Strong Sell) and a discounted Forward P/E versus its industry. This combination of earnings concerns and valuation discount suggests investors are reassessing how the market is pricing Doximity’s current risks and strengths. Next, we'll explore how expectations for a quarterly EPS decline could influence Doximity's existing...

Partnership extension puts Winmark’s resale model in focus Winmark (WINA) has extended its partnership with CCM Hockey for three years, keeping attention on the company’s resale driven model and what this sustainability themed agreement might mean for the stock. See our latest analysis for Winmark. Alongside the CCM Hockey extension, Winmark’s recent share price has been firm, with a 7 day share price return of 4.46% and a 30 day share price return of 8.94%. This supports a 1 year total...

Natera and Eledon Pharmaceuticals announced a partnership to use the Prospera test in a global Phase 3 kidney transplant trial. Prospera will serve as the exclusive molecular monitoring assay for longitudinal surveillance in this large-scale study. The trial focuses on a novel immunosuppression therapy for kidney transplant recipients. Natera, traded as NasdaqGS:NTRA, is extending its reach in transplant diagnostics with this new role for Prospera in a pivotal clinical trial. The company’s...

Darden Restaurants (DRI) just wrapped up FY 2026 with fourth quarter revenue of US$3.7 billion and basic EPS of US$3.57, set against trailing twelve month revenue of US$12.8 billion and EPS of US$9.56. Over recent periods, revenue has moved from US$3.2 billion in Q4 FY 2025 to US$3.7 billion in Q4 FY 2026, while quarterly EPS went from US$2.60 to US$3.57, giving investors a clear view of how the top and bottom lines have tracked into the latest release. With a trailing net margin of 8.7%...

American Outdoor Brands (AOUT) has just wrapped up FY 2026 with fourth quarter revenue of US$47.1 million and a basic EPS loss of US$0.03, while trailing twelve month revenue came in at US$190.5 million alongside a basic EPS loss of US$0.73. Over recent quarters the company has seen revenue range from US$29.7 million to US$57.2 million, with basic EPS swinging between a loss of US$0.54 and a profit of US$0.16. This gives investors a clear view of how earnings pressure and occasional...

ExlService Holdings (NasdaqGS:EXLS) has agreed to acquire iMerit, a provider of AI model training, reinforcement learning tools, and expert talent. The deal is aimed at broadening EXL's enterprise AI services and integrating iMerit's capabilities into its existing data and analytics platforms. This transaction marks a shift in EXL's business mix toward higher value AI technology offerings for large corporate clients. ExlService Holdings enters this deal with iMerit while its share price...

SoundHound AI’s award puts fresh focus on its stock SoundHound AI (SOUN) has just been named "Overall Agentic AI Company of the Year" at the 2026 AI Breakthrough Awards, spotlighting its OASYS self learning platform and putting fresh attention on the stock. See our latest analysis for SoundHound AI. The award arrives after a mixed period for SoundHound AI’s stock, with the share price rising 8.64% over the past 90 days but falling 39.53% year to date, and a three year total shareholder return...

DexCom is rolling out a redesigned Stelo app in July that aims to provide more accessible and actionable glucose insights to users. The company is preparing to launch Stelo in the UK, Australia, New Zealand, and South Korea, marking a push into new international markets. These moves follow recent FDA clearance for over the counter pediatric use of Stelo in the U.S. DexCom, trading on NasdaqGS:DXCM, is making these product and geographic moves as its stock trades around $70.14. The share...

NetApp launched StorageGRID 12.1, a new release designed for AI scale workloads and modern data use cases. The company expanded its global alliance with CGI to offer subscription based, AI ready data infrastructure across hybrid cloud environments. These moves aim to support enterprises operating across globally distributed settings with higher performance and security for AI and data intensive applications. NetApp (NasdaqGS:NTAP) is drawing fresh attention as it pushes deeper into AI...

The AI buildout is pulling in trillions of dollars of planned spending on data centers and chips, while profit margins across big tech are under pressure from rising costs, price wars, and growing open source competition. If those huge bets do not pay off, the shock could reach pension funds, banks, and everyday portfolios. Against that backdrop, some investors are looking at defensive dividend stocks that may offer steadier cash flows and less direct exposure to the AI arms race. Below, this...

If you are wondering whether Yum! Brands stock is offering fair value or hiding a margin of safety, the starting point is to line up its recent share performance with what investors are currently paying for it. The stock last closed at US$156.41, with returns of 2.9% over the past week, 2.9% over the past month, 3.9% year to date, 7.4% over 1 year, 19.6% over 3 years and 46.9% over 5 years. This helps frame how the market has been pricing Yum! Brands over different holding periods. Recent...

Earlier in June 2026, CMA CGM S.A. and Capital Clean Energy Carriers Corp. formed a 50/50 joint venture to build, charter, and operate a 20,000 cbm dual-fuel LNG bunkering vessel, ordered from Nantong CIMC Sinopacific Offshore & Engineering for US$82.8 million with delivery targeted for the third quarter of 2028. This move marks Capital Clean Energy Carriers’ entry into the LNG bunkering market, backed by an expected 12-year time charter with a CMA CGM–TotalEnergies venture that could...

If you are wondering whether Tyler Technologies is attractively priced or still has room to fall, the recent share performance gives a clear starting point for assessing value. The stock last closed at US$294.40, with a gain of 5.6% over the past week, but it remains down 2.7% over the past month, 32.5% year to date and 49.3% over the past year. These moves have come alongside ongoing interest in how Tyler Technologies is positioned in the software sector and how investors are reassessing...

Earlier this week, Zeta Global Holdings announced a multi‑year partnership with Palantir Technologies to rebuild its Data Cloud on Palantir Foundry, while also extending its Athena AI marketing agent to advertising and media agencies across the U.S. This move effectively positions Athena as an “operating system” for AI‑driven, agentic marketing, marrying Zeta’s identity data with Palantir’s enterprise‑grade data infrastructure and governance. Next, we’ll examine how integrating Zeta’s Data...