U.S. Logistics Stock News

NYSE:PLNT
NYSE:PLNTHospitality

Steve Beard Joins Planet Fitness Board As Investors Weigh Growth Path

Planet Fitness (NYSE:PLNT) has appointed Steve Beard, Chairman and CEO of Covista Inc., to its Board of Directors as an independent director. Beard brings experience in healthcare strategy, talent acquisition, and corporate governance, as well as leadership through corporate transformation at Covista. Planet Fitness runs a large chain of fitness centers aimed at value focused gym users, a segment that continues to attract interest as consumers look for lower cost health and wellness...
NYSE:NVO
NYSE:NVOPharmaceuticals

Assessing Novo Nordisk (NYSE:NVO) Valuation After Recent Share Price Weakness

Context for Novo Nordisk (NYSE:NVO) After Recent Share Moves Novo Nordisk (NYSE:NVO) has seen its share price under pressure recently, with a 16.5% decline over the past month and a smaller pullback over the past 3 months, putting recent performance in focus for investors. See our latest analysis for Novo Nordisk. Looking beyond the recent pullback, Novo Nordisk’s 30 day share price return of 16.5% decline and 1 year total shareholder return of 40.2% decline point to fading momentum after a...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Is AeroVironment (AVAV) Pricing Look Compelling After Recent Pullback In Defense Focus?

If you are wondering whether AeroVironment is still reasonably priced after a strong run, this article walks through what the current share price might be implying about its value. The stock recently closed at US$263.26, after a 7.8% decline over the last week and a 27.9% decline over the last month, while the 1 year return sits at 46.8% and the 3 year return is around 190.9%. Recent attention around AeroVironment has centered on its role in defense technology and unmanned systems, with...
NYSE:PDM
NYSE:PDMOffice REITs

Does Piedmont Realty Trust's (PDM) Co-COO Move Reveal a Deeper Shift in Operating Strategy?

Piedmont Realty Trust recently promoted long-time executive Alex Valente to Co-Chief Operating Officer, giving him responsibility for property and asset management and oversight of roughly nine million square feet across key Eastern markets including Atlanta, Orlando, Northern Virginia/DC, and Boston. This leadership shift places an experienced insider at the center of Piedmont’s operational execution, a focal point for investors watching how upcoming earnings and longer-term leasing plans...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

DoorDash Delivers Europe Push As Deliveroo Deal Meets Valuation Questions

DoorDash has closed its acquisition of Deliveroo, expanding its reach into more than 20 European countries. The company is moving into new categories beyond restaurant delivery while rolling out a revamped tech platform. DoorDash is also investing in autonomous delivery infrastructure and fresh service offerings across its network. For investors watching NasdaqGS:DASH, these moves come as the stock trades at $185.64 after a 3 year return of about 3x and a 1 year return of 3.9%. Shorter...
NYSE:LNG
NYSE:LNGOil and Gas

Is Cheniere Energy (LNG) Pricing Reflect Its DCF Value After Recent Share Price Gains

If you are trying to figure out whether Cheniere Energy's share price really reflects what the business is worth, you are in the right place. The stock closed at US$218.37, with returns of 3.5% over 7 days, 12.5% over 30 days, 10.4% year to date, 0.6% over 1 year, 51.2% over 3 years and 233.1% over 5 years. This provides plenty of price history for a valuation check. Recent coverage around liquefied natural gas exporters, including Cheniere Energy, has focused on long term demand...
NYSE:ADNT
NYSE:ADNTAuto Components

Adient (ADNT) Is Up 23.1% After Raising 2026 Revenue Outlook Despite Q1 Net Loss

In early February 2026, Adient plc reported first-quarter 2026 sales of US$3,644 million, up from US$3,495 million a year earlier, while recording a net loss of US$22 million and basic and diluted loss per share from continuing operations of US$0.28. On the same day, Adient raised its full-year 2026 revenue guidance to US$14.60 billion, signaling management’s confidence in an improved vehicle production outlook and continued positive business performance despite the quarterly loss. With...
NYSE:FOUR
NYSE:FOURDiversified Financial

Is It Time To Reassess Shift4 Payments (FOUR) After A 49% One Year Share Price Fall

If you are wondering whether Shift4 Payments is priced attractively or not right now, you are not alone. This article will help you put the current share price in context. The stock last closed at US$59.81, with a recent 7 day return of 10.5%. However, that sits against a 1 year return of a 49.1% decline. Recent news coverage has largely focused on Shift4 Payments as a mid cap player in the payments and merchant services space. This has included ongoing attention on its role as a payment...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

ZoomInfo Technologies (ZI) Margin Breakout Reinforces Bullish Profitability Narratives

ZoomInfo Technologies (ZI) closed FY 2025 with Q4 revenue of US$319.1 million and basic EPS of US$0.11. Trailing 12 month revenue was US$1.25 billion and EPS was US$0.38, alongside a 326.8% year over year earnings increase. The company’s quarterly revenue moved from US$309.1 million and EPS of US$0.04 in Q4 2024 to US$319.1 million and EPS of US$0.11 in Q4 2025. Trailing 12 month net profit margin was 9.9% compared with 2.4% a year earlier, placing improving profitability at the center of the...
NYSE:NET
NYSE:NETIT

Assessing Cloudflare (NET) After Recent Security Headlines And A 3-Year Price Surge

If you are wondering whether Cloudflare's share price still lines up with its underlying worth, you are not alone. This article will walk through what that value picture looks like. Cloudflare closed at US$179.98, with returns of 5.7% over the last 7 days, a 1.5% decline over 30 days, an 8.2% decline year to date and 4.3% over the past year, while the 3 year return is very large and the 5 year return sits at 119.3%. Recent headlines have focused on Cloudflare's role in internet security and...
NYSE:OLN
NYSE:OLNChemicals

Olin (OLN) Extends Share Buybacks Amid 2025 Net Loss Shift Is Capital Allocation Evolving?

In January 2026, Olin Corporation reported fourth-quarter 2025 sales of US$1,665.1 million and a net loss of US$85.7 million, alongside a full-year 2025 net loss of US$42.8 million despite higher annual sales of US$6,780.8 million. The company also disclosed that, under its ongoing repurchase program launched in July 2022, it has cumulatively bought back 27,350,397 shares for US$1.35 billions, even as earnings turned to a loss. We’ll now look at how this shift from profit to loss, alongside...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Is Sterling Infrastructure (STRL) Quietly Turning Grand Parkway Work Into Durable Capital Efficiency Gains?

Sterling Infrastructure has been working on the Grand Parkway highway project in Houston, and over the last five years has recorded annual revenue growth of 9.4%, outpacing the sector average while also improving returns on capital. This combination of participation in a major infrastructure project and rising capital efficiency highlights how Sterling is converting large-scale work into stronger financial performance. We’ll now examine how Sterling’s role on the Grand Parkway, alongside...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence Targets AI Chip Design And Robotics With ChipStack And Trener Bet

Cadence Design Systems (NasdaqGS:CDNS) has introduced ChipStack AI Super Agent, described as the industry's first agentic AI tool for automating front end silicon design and verification workflows. The company is also participating as an investor in Trener Robotics' US$32 million Series A funding round, which focuses on AI driven industrial automation. Cadence, a major player in electronic design automation and chip design software, is pushing deeper into AI based tools with ChipStack AI...
NYSE:MTX
NYSE:MTXChemicals

Assessing Minerals Technologies (MTX) Valuation After Full Year 2025 Swing To Net Loss

Full year 2025 results shift Minerals Technologies into a loss Minerals Technologies (MTX) reported full year 2025 results that may give investors pause, with sales of US$2,072.6 million, down from US$2,118.5 million, and a net loss of US$18.4 million replacing the prior year’s profit. See our latest analysis for Minerals Technologies. Despite the swing into a loss, Minerals Technologies’ recent pricing suggests improving sentiment, with a 30 day share price return of 10.07% and a 90 day...
NYSE:GOLD
NYSE:GOLDRetail Distributors

Gold.com (GOLD) Balances Rising Sales and Steady Dividend With Softer First-Half Profits – What Gives?

Gold.com, Inc. recently reported past second-quarter 2025 earnings, with sales rising to US$6,476.9 million and net income reaching US$11.64 million, while also affirming a quarterly cash dividend of US$0.20 per share payable in March 2026. Although sales and per-share earnings improved year over year in the latest quarter, net income for the first half of fiscal 2025 was lower than the prior-year period, highlighting a mixed profitability picture beneath the headline growth. We’ll now...
NYSE:AZZ
NYSE:AZZBuilding

AZZ (AZZ) Is Up 6.1% After Announcing US$100M Buyback And 2027 Sales Guidance

AZZ Inc. recently authorized a share buyback program of up to US$100,000,000, issued sales guidance of US$1.73–US$1.78 billion for the 12 months ending February 28, 2027, and outlined upcoming leadership changes in its Metal Coatings segment. The combination of new capital return plans, forward sales guidance, and an internally promoted successor for Metal Coatings leadership gives investors fresh insight into how AZZ intends to run and grow its core operations. We will now examine how AZZ’s...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

ON Semiconductor (ON) One Off US$979.8m Loss Tests Bullish Margin Expansion Narratives

ON Semiconductor (ON) just posted its FY 2025 Q4 numbers, with revenue of US$1,530.1 million and basic EPS of US$0.45, while the trailing twelve month figures sit at US$5.99 billion of revenue and basic EPS of US$0.29. Over the past six quarters, revenue has ranged from US$1,445.7 million to US$1,761.9 million and quarterly basic EPS has swung between a loss of US$1.15 and a profit of US$0.94. This sets up a story where investors are watching how margins hold up and where future growth might...
NYSE:AAP
NYSE:AAPSpecialty Retail

Is It Time To Reconsider Advance Auto Parts (AAP) After Its Sharp Share Price Rebound

If you are wondering whether Advance Auto Parts is a bargain or a value trap, its recent share price and fundamentals give you plenty to think about. The stock last closed at US$56.60, with returns of 11.6% over 7 days, 29.1% over 30 days, 45.5% year to date and 23.2% over 1 year, set against a 3 year return of negative 59.8% and a 5 year return of negative 59.0%. Recent news coverage has focused on how the company is repositioning itself in the competitive auto parts retail space and what...
NYSE:LVWR
NYSE:LVWRAuto

LiveWire Group (LVWR) Losses Persist In Q4 While Premium P/S Valuation Faces Bearish Narratives

LiveWire Group (LVWR) has just posted its FY 2025 numbers, reporting fourth quarter revenue of US$11.4 million and a quarterly loss of US$17.6 million, or EPS of US$0.09. This keeps the focus firmly on how quickly the business can move its margins closer to breakeven. The company has seen quarterly revenue move from US$10.8 million in Q4 FY 2024 to US$11.4 million in Q4 FY 2025, while trailing twelve month EPS sits at a loss of US$0.37 alongside a full year loss of US$75.1 million, so...
NYSE:PRSU
NYSE:PRSUHospitality

A Look At Pursuit Attractions And Hospitality (PRSU) Valuation After Its Recent Rebrand And Business Refocus

Why Pursuit Attractions and Hospitality is on investors’ radar Pursuit Attractions and Hospitality (PRSU) has drawn attention after its recent rebrand from Viad Corp, shifting its public identity toward attractions and lodging across the United States, Canada, and Iceland. This change, alongside a share price of $37.72 and a mixed return profile over the past year and the past 3 months, is prompting investors to reassess how the business mix and current valuation line up. See our latest...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

A Look At National Energy Services Reunited (NESR) Valuation As Another Earnings Surprise Is Anticipated

Why expectations for another earnings surprise are putting National Energy Services Reunited (NESR) on watch Recent commentary around National Energy Services Reunited (NESR) focuses on its pattern of outperforming earnings estimates and a current +7.69% Earnings ESP, paired with a neutral Zacks Rank, which is drawing fresh attention from investors. See our latest analysis for National Energy Services Reunited. At a share price of US$20.61, NESR has seen a 16.81% 1 month share price return...
NYSE:SMG
NYSE:SMGChemicals

Miracle-Gro Expands Indoor And Organic Range As Valuation Near Fair Value

Miracle-Gro, a brand under Scotts Miracle-Gro (NYSE:SMG), has launched a refreshed lineup of indoor soils and plant foods. The company has introduced new plant care solutions and its first organic plant food, tailored to indoor gardeners. The products are positioned to support easier indoor gardening and promote wellness during the winter months. For Scotts Miracle-Gro, best known for lawn and garden products, expanding its indoor range fits with growing interest in home based hobbies and...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express Deepens NBA Ties To Support Premium Card Growth

American Express renewed and expanded its multi year partnership with the NBA, deepening ties with the WNBA and USA Basketball. The deal introduces new exclusive Card Member and fan experiences across major basketball events and digital platforms. The partnership is aimed at increasing brand visibility and strengthening customer engagement through integrated basketball centric programs. For investors watching NYSE:AXP, this expanded basketball partnership comes at a time when the stock...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

Expanded US$700 Million Credit Facility Might Change The Case For Investing In CECO Environmental (CECO)

On January 30, 2026, CECO Environmental entered into a Fourth Amended and Restated Credit Agreement, securing a senior secured revolving credit facility of up to US$700.0 million maturing in 2031, with financial covenants tied to leverage and coverage ratios. This expanded and flexible debt facility, with the option to further increase capacity subject to leverage thresholds, materially reshapes CECO’s balance sheet resources for acquisitions and general corporate needs. Next, we’ll examine...