U.S. Logistics Stock News

Merchants Bancorp launched a $100 million share repurchase program alongside its latest quarterly update. The company reported stronger than expected fourth quarter results with improved asset quality. Management highlighted record gains on multi family loans as a key driver in the period. For shareholders watching NasdaqCM:MBIN, these moves come with the stock at $41.46 and material gains in the near term, up 18.9% over the past week and 21.7% over the past month. Over a longer stretch,...

On January 30, shares of Aura Minerals Inc experienced a sharp intraday pullback before partially recovering, occurring without any major company-specific announcements or M&A activity. The move has highlighted heightened volatility in the stock, drawing increased investor attention even as brokerage analysts continue to maintain an Outperform consensus rating. Against this backdrop of recent volatility and an Outperform analyst stance, we will explore how the sell-off shapes Aura Minerals'...

Enviri (NVRI) shares have climbed 55.2% since the company’s latest earnings report, where revenue held at US$574.8 million and full year EBITDA guidance came in below analyst expectations. See our latest analysis for Enviri. At a share price of US$18.92, Enviri has delivered a 90 day share price return of 54.95% and a 1 year total shareholder return of 97.49%. This suggests momentum has recently been building as investors reassess the risk and earnings profile following the latest results. If...

PennyMac Mortgage Investment Trust (PMT) has just wrapped up FY 2025 with fourth quarter revenue of US$93.6 million and basic EPS of US$0.48, alongside trailing twelve month revenue of US$307.5 million and EPS of US$0.99. Over recent periods, the trust has seen quarterly revenue move between US$145.3 million and US$215.6 million in 2025, with EPS ranging from a small loss of US$0.04 in Q2 to US$0.55 in Q3, setting up the latest print against a backdrop of shifting headline results. With...

Baxter International (BAX) has been drawing attention after a period of mixed share performance, with recent gains over the past month and past 3 months contrasting with weaker longer term total returns. See our latest analysis for Baxter International. Those recent 30 day and 90 day share price returns, alongside the current $20.07 share price, sit against a much weaker backdrop, with 1 year, 3 year and 5 year total shareholder returns all deeply negative. This suggests recent momentum is...

Palo Alto Networks (NasdaqGS:PANW) has completed its acquisition of observability platform Chronosphere. The deal adds real-time monitoring and incident management tools to Palo Alto Networks' AI-focused security portfolio. The company plans to integrate Chronosphere's capabilities across its existing offerings for AI-driven enterprises. For you as an investor, this move reinforces how central AI workloads and cloud native applications have become to cybersecurity. Palo Alto Networks...

CLSA’s fresh coverage of Atour Lifestyle Holdings (NasdaqGS:ATAT) with a positive rating has put the spotlight on the company’s asset light hotel model, resilient profit profile and retail-focused use of its brand. See our latest analysis for Atour Lifestyle Holdings. Atour’s latest share price of US$35.74 comes after a 3.25% one day share price decline and a 10.36% year to date share price fall. Its 1 year total shareholder return of 33.06% and 3 year total shareholder return of 49.82% point...

Beam Therapeutics (BEAM) is back in focus after a favorable regulatory update for its Alpha-1 Antitrypsin Deficiency program, a key development that analysts view as important for the company’s near term pipeline plans. See our latest analysis for Beam Therapeutics. Despite the positive attention from the Alpha-1 Antitrypsin Deficiency update, Beam Therapeutics’ 1-day share price return of 5.7% and 7-day return of 12.48% are both negative, while its 90-day share price return of 10.44%...

In recent months, AngloGold Ashanti has attracted increased attention as analyst estimate revisions point to very large expected year-over-year earnings and revenue growth, alongside favorable commentary on its mine portfolio and operations. Beyond the headline forecasts, the company’s emphasis on organic and inorganic growth, including the Augusta Gold acquisition and Brownfields expansions, is reshaping how investors assess its long-term production profile and asset quality. Next, we’ll...

In late January 2026, VinFast Auto reported that 2025 global EV deliveries more than doubled year-on-year, while domestic Vietnam electric scooter deliveries grew to very large multiples of 2024 volumes. This combination of rapid EV adoption and surging scooter demand highlights VinFast’s expanding reach across both premium and mass-market electric mobility segments. We’ll now examine how VinFast’s rapid expansion in global EV deliveries shapes its investment narrative and future growth...

If you are wondering whether Generac Holdings at around US$168 per share still offers value, you are not alone. This article focuses squarely on what the current price might be implying. The stock has seen mixed returns, with a 23.2% gain over 30 days, a 2.9% decline over 7 days, and returns of 19.1% year to date and 12.5% over 1 year, alongside a 37.2% gain over 3 years and a 37.9% decline over 5 years. Recent coverage of Generac has centered on its role in backup power and energy...

If you are wondering whether Core Natural Resources at around US$95.38 still offers value or if most of the opportunity is already reflected in the price, you are not alone. The stock has seen a 3.9% decline over the last 7 days, a 7.8% return over 30 days, 6.1% year to date, 6.2% over 1 year and a very large 5 year return, which can signal shifting views on its growth potential and risk. Recent coverage has focused on Core Natural Resources because it is a widely followed energy name with a...

SolarEdge Technologies, Inc. recently began exporting U.S.-manufactured single-phase residential inverter products from its Austin, Texas facility to key European markets, while preparing to ship commercial and industrial solar products from Florida in early 2026. At the core of this move is its new “single SKU” (MultiRange) inverter concept, which consolidates power classes into one unit to streamline logistics, inventory management and installation for installers and distribution...

In late January 2026, UBS began coverage of Zai Lab Limited, highlighting the company’s evolution from a China-focused commercial player into a broader global innovation platform in oncology and immunology. UBS framed Zai Lab as a distinct biopharma platform whose combination of China-based operations and fully owned global pipeline assets could reshape its development path over the coming years. Next, we’ll examine how UBS’s focus on Zai Lab’s global innovation ambitions influences the...

Tapestry (TPR) has been drawing interest after recent share price moves, with the stock showing mixed returns over the past week, month and past 3 months as investors reassess its luxury retail exposure. See our latest analysis for Tapestry. Despite a softer 7 day share price return of 2.41% and a 1 day decline, the 90 day share price return of 15.56% alongside a 1 year total shareholder return of 76.8% suggests momentum has generally been building for Tapestry. If Tapestry has you thinking...

NXP Semiconductors is in focus ahead of its February 2, 2026 earnings release, as analysts highlight expected year-over-year growth in earnings and revenue alongside strength in Automotive and Industrial & IoT segments. At the same time, rising short interest, mixed views on cyclicality, and a Strong Buy analyst consensus underline the divergent investor opinions shaping sentiment around the stock. We’ll now examine how this mix of earnings expectations and debate over NXP’s cyclical profile...

If you are wondering whether Jazz Pharmaceuticals at around US$164 a share offers good value today, you are not alone. This article is designed to help you frame that question clearly. The stock has had mixed recent returns, with a 32.3% gain over the past year alongside declines of 2.5% over the last week, 3.2% over the last month, and 5.0% year to date. This can change how investors think about both opportunity and risk. Recent coverage of Jazz Pharmaceuticals has focused on the company as...

Jefferies Financial Group: Why The Stock Is On Investors’ Radar Jefferies Financial Group (JEF) has drawn fresh attention after a mixed run in recent months, with the share price showing a small decline over the past month but a double digit gain over the past 3 months. For investors tracking diversified financials, that split performance sits beside Jefferies’ latest reported annual revenue of US$7,343.8m and net income of US$635.2m. Together, these figures offer a clearer sense of the scale...

Why Ovintiv Is On Investors’ Radar Today Ovintiv (OVV) has been drawing fresh attention after a period of solid share price performance, with returns over the month, past 3 months and past year outpacing its year to date move. See our latest analysis for Ovintiv. The recent 10.9% 1 month share price return, on top of a 15.9% 3 month share price gain and a 162.4% 5 year total shareholder return, points to momentum that has built up over time rather than appearing suddenly. If Ovintiv’s move...

Why Casella Waste Systems Is On Investors’ Radar Today Casella Waste Systems (CWST) has drawn fresh attention after recent share price moves, with the stock closing at US$100.88. That price, combined with its recent returns, is prompting a closer look at the waste services provider. See our latest analysis for Casella Waste Systems. While the share price has slipped in the last week, with a 7 day share price return of 4.66% and a 1 day decline of 2.34%, the 90 day share price return of 13.9%...

A sector wide sell off in software stocks, sparked by mixed earnings and outlooks from SAP and ServiceNow, weighed on Zeta Global Holdings (ZETA). The stock declined alongside peers as sentiment turned cautious. See our latest analysis for Zeta Global Holdings. At a share price of $18.58, Zeta Global’s recent 1 day share price decline of 4.57% and 7 day share price decline of 14.57% sit against a 3 year total shareholder return of 89.59%. This suggests that long term holders have still seen...

Block (NYSE:XYZ) is partnering with 7 Leaves Cafe on a national rollout of its commerce and payment platform across the cafe chain's US locations. The company has also opened a new office in Dublin as part of its plan to expand its presence and product development efforts in Europe. Block enters this news cycle with its shares at $60.43 and a mixed recent track record, including a 7 day return of 9.6% decline and a 1 year return of 33.5% decline. Over longer periods, the stock shows a 3...

Lucid Group recently reported that its Lucid Air Grand Touring achieved the longest range in the 2026 Norges Automobil-Forbund Winter Test, covering 520 kilometers in extreme cold without charging, underscoring its proprietary electric powertrain capabilities. This technical milestone arrives as investors remain focused on Lucid’s continued operating losses and repeated equity funding from Saudi Arabia’s Public Investment Fund, raising questions about how technology leadership fits with its...

AXIS Capital Holdings Limited recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$1,734.43 million for the quarter and US$6.56 billion for the year, while quarterly diluted EPS from continuing operations increased to US$3.67 and full-year diluted EPS held steady at US$12.35. The company paired record gross written premiums of US$9.60 billion and an 18% year-on-year increase in diluted book value per share with the completion of a US$291.53 million share...