U.S. Logistics Stock News

Earlier this month, FICO released FICO Xpress 9.8, integrating NVIDIA’s CUDA-X GPU libraries to accelerate its hybrid gradient optimization algorithm and deliver faster solutions for extremely large, dense computational problems, alongside broad solver performance improvements and a 60-day trial offering. The combination of GPU acceleration and upgraded optimization engines strengthens FICO Xpress as a core toolkit for operations research and large-scale decision automation across...

In recent days, On Holding AG has attracted heightened attention as analysts reiterated positive views ahead of its past ICR Conference 2026 presentation in Orlando, where CEO & CFO Martin Hoffmann outlined the brand’s progress in premium performance and lifestyle footwear. This flurry of research updates, set against mixed near-term earnings expectations but continued strength in direct-to-consumer and international expansion, has sharpened the debate over how durable On’s growth and...

AIRO Group Holdings recently strengthened its balance sheet with US$83.70 million in cash and US$89.40 million in follow-on proceeds, easing near-term dilution concerns while continuing work on joint ventures, certifications and backlog conversion. What looks like routine execution, closing partnerships, securing approvals and turning backlog into revenue, could prove decisive in reshaping how the market views AIRO’s business quality. Next, we’ll examine how AIRO’s bolstered liquidity...

Star Bulk Carriers (SBLK) recently reached a 52 week high of $20.88 after reporting third quarter 2025 results that exceeded Wall Street forecasts for both earnings per share and revenue. See our latest analysis for Star Bulk Carriers. That 52 week high comes after a strong run, with a 30 day share price return of 11.68% and a 90 day share price return of 15.21%. The 1 year total shareholder return of 41.14% points to momentum that has been building over a longer stretch, despite a recent 1...

Uranium Energy (UEC) has been in focus after a sharp move in its share price, driven by expectations of stronger uranium demand tied to AI and cryptocurrency data centers, as well as fresh federal support for nuclear power. See our latest analysis for Uranium Energy. That enthusiasm has been reflected in the recent trading pattern, with a 55.12% 1 month share price return and a 36.31% year to date share price return. This has fed into a very large 5 year total shareholder return and signals...

In recent days, Expro Group Holdings drew attention after Goldman Sachs reiterated a Hold rating while Piper Sandler downgraded the stock to Underweight, signaling mixed analyst views on the company. This divergence in analyst opinions highlights growing debate over Expro’s risk‑reward balance at a time when its global energy services footprint remains central to its long-term story. We’ll now examine how Piper Sandler’s downgrade, alongside Goldman Sachs’ maintained Hold, may influence...

If you are wondering whether Cboe Global Markets is offering fair value at its current price, this article will walk through how the market might be pricing the stock today. Cboe shares last closed at US$273.55, with returns of 4.8% over 7 days, 8.4% over 30 days, 10.3% year to date, 42.1% over 1 year and 132.3% over 3 years. This gives important context before comparing the price to underlying value. Recent coverage has focused on Cboe's role as a major exchange group and provider of...

Why Plains All American Pipeline’s latest moves matter for income-focused investors Plains All American Pipeline (PAA) has combined a higher common unit cash distribution with a refocused crude oil portfolio, following the EPIC Crude acquisition and the sale of its Canadian NGL business. The partnership now reports a quarterly cash distribution of $0.4175 per common unit, or $1.67 on an annualized basis, alongside detailed preferred distributions across its Series A and Series B units. For...

If you are wondering whether Main Street Capital's current share price lines up with its underlying value, you are not alone. That is exactly what this article aims to unpack. The stock last closed at US$63.96, with returns of 4.5% over the past week, 5.7% over the past month, 3.6% year to date and 14.4% over the past year, plus a very large gain over five years. Recent coverage has focused on Main Street Capital's role in providing financing to lower middle market companies and how that...

Recent commentary on MPLX LP highlighted its more than 8% distribution yield, a 12.5% distribution increase, and resilient midstream cash flows supported by energy infrastructure demand, contributing to a more constructive view of the partnership earlier this week. Analysts and AI-driven trading frameworks have underscored how MPLX’s stable EBITDA contributions to Marathon Petroleum and potential benefits from growing data center-driven natural gas use could underpin its long-term income...

TSS, Inc. recently presented at the 28th Annual Needham Growth Conference at The Lotte New York Palace Hotel in New York, featuring Chief Financial Officer Daniel M. Chism and CEO, President & Director Darryll E. Dewan. This conference appearance gave management a high-visibility platform to communicate TSS’s business direction and priorities directly to a concentrated investor audience. We’ll now look at how investor expectations around TSS’s Needham conference presentation may influence...

Baird previously downgraded Sunstone Hotel Investors from Outperform to Neutral, citing a less favorable outlook versus hotel REIT peers despite the company’s continued dividend growth track record. The research house specifically contrasted Sunstone with competitors expected to benefit more directly from major upcoming events, highlighting how relative catalysts can influence investor preference within the lodging REIT sector. We’ll now explore how Baird’s less favorable peer comparison may...

Why Comcast (CMCSA) is on investors’ radar today Comcast (CMCSA) has drawn fresh attention after recent trading, with the share price at $27.82 and negative returns over the past month and past 3 months prompting closer scrutiny of the media and connectivity group. See our latest analysis for Comcast. Recent trading has been weak, with a 1 month share price return of an 8.25% decline and a year to date share price return of a 5.82% decline, while the 1 year total shareholder return of a...

Lemonade (LMND) is back on many investors’ screens after a quarterly report that paired strong in-force premium growth with a lower gross loss ratio, sharply higher gross profit, and positive adjusted free cash flow. See our latest analysis for Lemonade. That improvement story has been playing out in the share price too, with Lemonade’s 90 day share price return of 65.02% and 1 year total shareholder return of 141.88% suggesting momentum has picked up meaningfully despite a modest year to...

Why Orchid Island Capital (ORC) is back on dividend investors’ radar Orchid Island Capital (ORC) has drawn fresh attention after releasing preliminary fourth quarter 2025 figures, including estimated net income of $0.62 per share, book value of $7.54, and RMBS related gains. See our latest analysis for Orchid Island Capital. That preliminary update and the recently affirmed monthly dividend of US$0.12 for January 2026 come as Orchid Island Capital’s share price has climbed to US$8.33, with a...

This article is designed to help you assess whether Goldman Sachs Group, at around US$962 a share, still offers value or if most of the opportunity is already reflected in the price. The stock has recently recorded returns of 2.5% over 7 days, 10.3% over 30 days, 5.2% year to date and 56.8% over the past year, along with a very large 3 year gain and a 274.4% return over 5 years. These results may influence how you think about potential future upside and risk. Recent coverage around Goldman...

FMC Corporation has faced a difficult period, missing revenue expectations in multiple 2025 earnings reports, slashing its dividend by 86% to conserve cash, and moving to sell its India business while working through cash collection issues in South America. Management has signalled that a meaningful recovery is unlikely before 2028, underscoring how pricing pressure from generics, elevated debt and operational headwinds are reshaping FMC’s priorities and financial flexibility. With FMC...

Becton, Dickinson and Company recently received FDA 510(k) clearance for its EnCor EnCompass Breast Biopsy and Tissue Removal System, while also committing US$110.00 million to expand BD Neopak Glass Prefillable Syringe production in Columbus, Nebraska to support biologic and GLP-1 drug delivery. These moves broaden BD’s breast health and pharmaceutical systems portfolios, tying clinical diagnostics innovation directly to reshoring and strengthening of the U.S. drug delivery supply...

Why Thermo Fisher Scientific (TMO) is back in focus Thermo Fisher Scientific (TMO) is drawing fresh attention as it reshapes its top leadership, closes a U.S. manufacturing site, and leans into new AI partnerships with NVIDIA and TetraScience around lab automation and data. See our latest analysis for Thermo Fisher Scientific. At a share price of US$618.72, Thermo Fisher has seen a 30 day share price return of 9.98% and a 90 day share price return of 14.81%, while the 1 year total shareholder...

If you are wondering whether Expeditors International of Washington at US$162.41 is offering good value right now, it helps to step back and look at what the current price might be implying. The stock has posted returns of 2.2% over the last 7 days, 8.5% over 30 days, 6.9% year to date, 49.0% over 1 year and 57.7% over 3 years, with a 5 year return of 83.4%. This naturally raises questions about how much of the story is already priced in. Recent attention on Expeditors has centered on its...

Earlier this month, Krystal Biotech reported a positive interim update from the highest-dose cohort of its Phase 1 CORAL-1 study, showing successful lung delivery and expression of wild-type CFTR protein with inhaled gene therapy candidate KB407 in cystic fibrosis patients. This progress in validating in-lung gene delivery with KB407 adds a new potential pillar to Krystal’s HSV-1-based platform beyond its existing dermatology franchise. We’ll now examine how KB407’s early success in...

If you are wondering whether Rollins is priced attractively right now, it helps to start by lining up the recent share performance with what you are actually getting for the current price. The stock last closed at US$62.73, with returns of 3.4% over 7 days, 4.1% over 30 days, 6.3% year to date, 31.1% over 1 year, 80.7% over 3 years and 80.4% over 5 years. This raises questions about how much of the story is already reflected in the share price. Recent coverage around Rollins has focused on...

Why Vicor is back on investors' radar Vicor (VICR) has moved back into focus after analyst upgrades tied to its royalty outlook, advanced Vertical Power Delivery work, and a fresh two year license deal with an existing OEM customer. See our latest analysis for Vicor. That shift in sentiment has lined up with a sharp move in the share price, with a 30 day share price return of 54.21% and a 90 day share price return of 160.98%. Together, these have contributed to a 1 year total shareholder...

Why GRAIL’s latest guidance and new coverage matter for investors GRAIL (GRAL) recently issued 2025 revenue guidance of US$147 million to US$148 million, indicating 17% to 18% growth over 2024, alongside fresh analyst coverage that adds another reference point for investor expectations. See our latest analysis for GRAIL. The latest 2025 revenue guidance and fresh Wall Street coverage have arrived after a sharp re-rating, with a 12.61% 1 month share price return and a very large 1 year total...