U.S. Logistics Stock News

In January 2026, Gentex Corporation launched its newly re-designed Ops-Core FAST XP Helmet System, a NIJ IIIA and HG2-certified ballistic helmet tailored to the protection, comfort, and equipment-integration needs of law-enforcement units. The company framed this helmet as the first in a planned series of law-enforcement-focused headborne solutions for 2026, signaling a broader push into integrated gear for specialized police and tactical teams. Next, we’ll examine how this...

Robinhood Markets (NasdaqGS:HOOD) has agreed to acquire a majority stake in MIAX Derivatives Exchange, expanding into futures and event based trading. The company is also moving into regulated prediction markets while rolling out new asset classes and entering additional geographic markets. These steps point to a broader shift in Robinhood's business mix, with more focus on exchange infrastructure and diversified trading products. Robinhood Markets, trading at $106.99, is coming into this...

In recent weeks, MSCI has been in focus as the market looked ahead to an upcoming quarterly report expected to show year-over-year growth in earnings and revenue, while analysts revised their consensus profit estimates higher. At the same time, MSCI’s stance on digital asset treasuries, expanded data collaboration with SimCorp, and commentary on private credit pressures highlighted how its indices, analytics, and private markets insights intersect with evolving investment trends and risks...

Elanco Animal Health recently attracted a wave of upbeat analyst opinions and highlighted fresh regulatory milestones, including USDA approval for Befrena and conditional FDA approval for Credelio Quattro, while also scheduling its fourth-quarter and full-year 2025 results call for February 24, 2026. What stands out is how deeper access to corporate veterinary accounts and acceptance of price increases on core products are reshaping perceptions of Elanco’s competitive position. Next, we’ll...

Conference spotlight and expanding end markets A prominent tech investor recently pointed to Impinj (PI) as a top pick for 2026, focusing on its push beyond apparel into food, grocery, and potential military RFID uses, including interest from Walmart and the South Korean military. That endorsement arrives as Impinj prepares to present at the 28th Annual Needham Growth Conference and advances a licensing deal with EM Microelectronic. Both developments keep attention on how its RFID platform...

Why Allegro MicroSystems Is On Investors’ Radar Allegro MicroSystems (ALGM) has drawn attention after a strong month, with the share price up about 23%, against a backdrop of mixed shorter term returns and a modest gain over the past 3 months. See our latest analysis for Allegro MicroSystems. The recent 22.8% 1 month share price return, alongside a 22.6% year to date share price gain and 35.5% 1 year total shareholder return, points to momentum building rather than fading around Allegro...

Rigetti Computing (NasdaqCM:RGTI) received an $8.4 million order from India's Centre for Development of Advanced Computing for a 108 qubit quantum computer. The system is intended to support India's efforts to link quantum computing with existing high performance computing infrastructure. The contract expands Rigetti's international government footprint and adds an on premise deployment alongside cloud focused offerings in the quantum sector. Rigetti focuses on building and operating...

Axogen (AXGN) has quickly moved from announcing a US$85 million follow on equity offering to completing an upsized US$124 million share sale at US$31, a shift that directly affects existing shareholders. See our latest analysis for Axogen. The upsized offering and share sale come after Axogen issued upbeat preliminary 2025 revenue guidance. The stock has responded with strong momentum, including a 90 day share price return of 84.75% and a 3 year total shareholder return of 221.55%. This...

CSX (NasdaqGS:CSX) is cutting 166 management roles and furloughing nearly 200 conductors as part of a broad operational restructuring. The company is responding to persistent freight market challenges that have affected its latest quarterly results. New CEO Steve Angel is prioritizing productivity efforts, technology spending, and streamlined operations to manage costs. CSX operates one of the major freight rail networks in the US, serving industrial, agricultural, and consumer end markets...

Exxon Mobil is reconfiguring its Baytown, Texas facility to become the sole supplier of Group I to Group V base stocks and to increase diesel output. The changes are aimed at aligning production with demand trends in lubricants and heavy duty transport fuels. Separately, Exxon Mobil is extending its partnership with Comarch to roll out advanced loyalty management systems across Europe. For investors watching NYSE:XOM, these moves sit against a backdrop of recent share performance, with the...

Earlier this week, Old Dominion Freight Line drew fresh attention from Wall Street as several analysts highlighted its network expansion and strong operational execution within the less-than-truckload market. Analysts pointed to the company’s capacity advantage and ongoing market share gains despite softer freight volumes, underscoring its resilience in a challenging freight backdrop. Next, we’ll examine how this focus on network expansion and operational execution shapes Old Dominion...

TTM Technologies recently drew attention after Truist Financial and Needham highlighted its exposure to artificial intelligence and expanding production capacity in Penang, Malaysia, while the company scheduled a February 2026 call to discuss its fourth-quarter and full-year 2025 results. Together, the upbeat analyst commentary and focus on AI and defense end-markets have sharpened investor interest in how TTM’s manufacturing footprint could influence its future positioning. We’ll now...

If you are asking whether NCR Atleos at US$37.63 is a bargain, fully priced, or something in between, this article is going to walk you through the key signals that matter for valuation. The stock has moved around recently, with a 5.8% decline over the last 7 days, a 3.5% decline over the last 30 days, and returns of 1.1% year to date and 15.7% over the last year. Recent coverage has focused on NCR Atleos as a stand alone ATM and financial technology infrastructure business following its...

Earlier in January 2026, Howmet Aerospace’s board declared a US$0.12 per-share common stock dividend, payable on February 25, 2026, to shareholders of record on February 6, 2026, while also announcing plans to acquire Consolidated Aerospace Manufacturing from Stanley Black & Decker for US$1.80 billion. This combination of a maintained dividend and a multi-billion-dollar aerospace acquisition highlights Howmet’s effort to balance shareholder cash returns with portfolio expansion. We’ll now...

Event context and recent stock performance KB Home (KBH) has drawn investor attention recently after a period of mixed share performance, with the stock showing a small gain over the past month but a decline across the past 3 months. For context, KB Home reported revenue of US$6,236.214 million and net income of US$428.789 million, with year over year revenue and net income figures signaling modest changes that some investors are reassessing alongside the stock’s recent moves. See our latest...

Riverwater Partners Sustainable Value Strategy has initiated a new position in Adeia Inc. (NasdaqGS:ADEA). The position reflects fresh institutional interest in Adeia's intellectual property business across media and semiconductor markets. Adeia focuses on licensing intellectual property that underpins media content distribution and semiconductor design, areas that remain central to how video is delivered and how chips are structured and manufactured. As streaming, connected devices and...

Event context and what is moving Boston Scientific today Boston Scientific (BSX) is back on investors’ radar after recent share price swings, with the stock up about 1.3% on the day but showing mixed performance over the past month and past 3 months. See our latest analysis for Boston Scientific. With the share price at US$92.51, Boston Scientific has a 1 day share price return of 1.34% and a year to date share price return showing a 2.32% decline. The 1 year total shareholder return shows a...

Recently, Advanced Energy Industries reported stronger-than-expected quarterly results, with revenue growth and margin improvement supported by rising demand in data center computing and semiconductor power solutions. At the same time, the company’s datacenter power conversion business has more than doubled year-to-date, underscoring how rapidly this newer growth engine is scaling within its portfolio. Next, we’ll examine how the rapid expansion of Advanced Energy’s datacenter power...

Builders FirstSource, Inc. recently announced it will release its fiscal Q4 2025 results before the market opens on Tuesday, February 17, following a year marked by a softer housing backdrop and analyst expectations for lower earnings per share versus the prior year. An interesting angle for investors is that the company has topped Wall Street bottom-line estimates in each of the last four quarters, and sentiment is now being influenced by improving housing data and the prospect of...

Omnicell, ticker NasdaqGS:OMCL, has expanded its digital healthcare focus with new medication management solutions. The company has launched its XT Amplify program, aimed at supporting hospitals and health systems with medication management. These moves highlight Omnicell's efforts to align its portfolio with outcome focused digital healthcare trends. At a share price of $50.3, Omnicell is coming off a mixed return profile, with the stock up 8.4% over the past 30 days and 11.4% year to...

If you are wondering whether Albemarle is still attractively priced after its recent run, this article will walk through what the current share price might be implying about value. The stock last closed at US$189.51, with returns of 16.2% over 7 days, 26.3% over 30 days, 31.7% year to date, 117.9% over 1 year, a 29.7% decline over 3 years and 23.6% over 5 years. This points to a mix of recent momentum and a tougher multi year patch. Recent news around Albemarle has focused on lithium market...

Arbe Robotics (ARBE) is attracting fresh attention after a sharp move in both its shares and options, with recent trading sessions showing concentrated call option activity and heavier volumes than the average month. See our latest analysis for Arbe Robotics. The latest options activity comes after a volatile stretch where the 7 day share price return of 49.12% and 30 day share price return of 65.05% contrast with a 1 year total shareholder return loss of 43.14%. This suggests short term...

T-Mobile US (TMUS) just logged its best Q3 in over a decade, with record postpaid phone and account additions, raised synergy guidance, and accelerated broadband and fiber expansion under incoming CEO Srini Gopalan. See our latest analysis for T-Mobile US. Despite the recent Q3 beat and plans for debt redemption and fiber expansion, T-Mobile’s 30 day share price return of 6.53% and 90 day share price return of 14.57% decline point to fading short term momentum. At the same time, the 3 year...

Fox Corporation recently highlighted that its ad-supported streaming service Tubi has climbed to seventh place in U.S. streaming viewership share, surpassing several larger rivals and underscoring the platform’s growing role within the group’s broader media offerings. This reinforces how Tubi’s broad, free content library and advertising-focused model are becoming a more material part of Fox’s overall streaming footprint. Next, we will explore how Tubi’s rising viewing share and perceived...