U.S. Logistics Stock News

SES AI stock closed up about 2% today, a modest bounce for a company that has been under pressure in recent months. The real headline is not the price move; it is that SES AI is still posting meaningful revenue while carrying sizeable losses and a premium valuation on price to sales. Q2 revenue came in at US$5.1 million and the company reported a GAAP net loss of US$17.8 million, backed by a cash and short term investment pile of about US$163 million. The rest of the earnings story is about...

GATX Corporation recently reported strong second-quarter and first-half 2026 results, raised its full-year 2026 earnings guidance to US$9.90–US$10.30 per diluted share, affirmed a quarterly dividend of US$0.66 per share, and earlier this month elevated long-time finance leader Eren Doygun to senior vice president, chief planning and investment officer. Together, the upgraded outlook, consistent dividend, and consolidation of planning and investment responsibilities under an experienced...

Ryman Hospitality Properties has nearly doubled investors' money over the past five years, yet the current valuation checks send a more muted signal that sits between clear bargain and clear stretch. With new capital being raised to fund a large Orlando resort acquisition, the stock's strong track record now meets a more nuanced read on price. Ryman Hospitality Properties has returned 97.0% over five years, which puts recent short term share price moves into the context of a longer, strong...

With the July CPI report expected to show only modest inflation and Treasury yields sitting near 4.68% on the 10 year, the bond market is quietly setting the stage for a bigger story in short duration investment grade funds. If inflation surprises, interest rate expectations could shift quickly, which tends to matter a lot for these lower risk corners of the market. This article walks through 3 stocks from the screener that look especially exposed to this macro swing and explains why their...

PagSeguro Digital came into this earnings print with a stock that has been drifting lower, down about 3% over the past three months, and the market clipped another 1.9% off the share price today. That reaction sits awkwardly against the core headline. The company posted recurring non GAAP net income of R$576 million in the quarter and an annualized non GAAP return on equity of 15.6%. For a Brazilian fintech built on payments, deposits and credit, profitability rather than raw top line growth...

908 Devices stock barely budged after earnings, inching up 0.1% to about $10 even after a strong quarter on the headline metric that matters most here: handheld revenue growth. The real story sits beyond today’s muted tape. Revenue reached $16.1m in the quarter and management tightened full year guidance to $68m to $70m, with adjusted gross margin around the high 50s. For an unprofitable diagnostics and detection hardware company still investing heavily, the question now is how long this mix...

Seagate Technology Holdings has delivered an extremely strong run over the past three years, yet its valuation checks send a mixed message, with a low overall value score sitting alongside an intrinsic value estimate that still indicates a discount to the current share price. Seagate has returned very roughly 14x over the past three years, which puts extra pressure on today’s buyers to be comfortable with what is already priced in. Heavy demand linked to AI infrastructure buildout can...

Benchmark Electronics (BHE) has drawn fresh attention after issuing third quarter 2026 guidance and updating full year expectations, alongside its latest earnings and a status update on a long running share repurchase program. See our latest analysis for Benchmark Electronics. At a share price of $81.94, Benchmark Electronics has seen a strong year to date, with an 86.65% share price return and a 104.74% total shareholder return over the past 12 months. The 90 day share price return of 5.85%...

AlTi Global stock barely budged after earnings, up about 2% to US$4.14, which indicates investors are not rushing to rewrite their thesis yet. The company is still loss making, with a Q2 basic loss per share of US$0.21, yet the quarter also delivered the one thing wealth managers closely watch: growing assets under management. AUM ended Q2 at US$49.7b, up from US$46.9b three months earlier, helped by roughly US$690m of net inflows. That tension between expanding AUM and ongoing losses is the...

AvePoint (AVPT) shares are in focus after the company paired strong second quarter 2026 results with higher full year revenue guidance and highlighted growing traction in its AI governance portfolio. See our latest analysis for AvePoint. AvePoint’s recent revenue guidance upgrade and AI governance product launches have come alongside a strong 90 day share price return of 32.99%, although the 1 year total shareholder return is down 13.14%. This indicates that momentum has strengthened more in...

In early August 2026, Resideo Technologies filed shelf registrations covering US$246.88 million of ESOP-related common stock and an omnibus shelf for multiple security types, while also reshaping its executive team and board committees following the August 3 Distribution. An interesting aspect is that President and CEO Thomas Surran also became principal financial officer, concentrating top leadership and financial oversight in a single role at the same time the company expanded its...

Brookfield Infrastructure Partners L.P. reported past second-quarter 2026 results showing sales rising to US$6,482 million from US$5,429 million a year earlier, while net loss widened to US$24 million and basic loss per share from continuing operations moved to US$0.07 from US$0.03. Despite reporting a larger loss for both the quarter and first half of 2026, the partnership continued to declare its regular common and preferred distributions, underscoring management’s emphasis on maintaining...

RPC (RES) is back in focus after its Board affirmed a regular quarterly dividend of $0.04 per share, set against a backdrop of mixed first half 2026 earnings and a relatively high payout ratio. See our latest analysis for RPC. At a share price of $6.30, RPC has seen a 7 day share price return of 8.81% and a 30 day share price return of 9.00%. The 1 year total shareholder return of 40.41% contrasts with a weaker 3 year total shareholder return and a much stronger 5 year record. This suggests...

Arbor Realty Trust stock is caught between a weak share price record and a split valuation picture, with the intrinsic value estimate from the Excess Returns model pointing to meaningful upside while market multiples suggest the shares are not cheap on more conventional metrics. Over the past 3 years, Arbor Realty Trust shares have declined 52.5%, which means anyone buying over that period has faced a materially negative total return. The recent securitization and additional liquidity can...

With July’s inflation report set to test expectations for Federal Reserve rate cuts and Treasury yields holding around 4.68%, rate sensitive stocks tied to income look especially interesting. The next move in yields could quickly change how investors value steady dividend payers, which creates a real sense of FOMO if you are sitting on the sidelines. This article walks through three stocks exposed to this macro story from our defensive income screener. The three stocks covered below are just...

Uranium Royalty stock has delivered a strong 100.5% return over the past three years, yet its broader valuation checks currently lean expensive rather than clearly cheap. With recent deals and board changes reshaping the story, investors are weighing that share price performance against what the valuation signals are saying today. Over the last three years Uranium Royalty has returned 100.5%, which puts fresh focus on whether the current price already reflects much of the good news. The...

Brink's earnings move the stock into focus Brink's (BCO) came into focus after its second quarter 2026 earnings, which showed year-on-year sales and earnings per share figures that were slightly higher, while the stock has fallen since the release. See our latest analysis for Brink's. Brink's share price has moved around its recent earnings news, with a 30 day share price return of 6.09% and a year to date share price decline of 2.15%, while the 3 year total shareholder return of 62.27%...

Silicon Laboratories stock barely flinched after earnings, slipping only 0.05% to about US$218. Yet the real story sits far beyond today’s flat tape. The company is still loss making, with trailing twelve month net income from continuing operations in the red and basic earnings per share also negative. At the same time, Silicon Laboratories trades on a rich valuation, with a P/S multiple above both peer and broader semiconductor industry averages. The rest of this report examines whether that...

Galaxy Digital is up about 5% today, a sharp move for a stock that has fallen roughly 34% over the past three months. The bounce comes even though the company just posted another quarterly loss of about $85 million and remains unprofitable over the past year. The real headline is margin pressure meeting long-horizon ambition. Data centers are now generating positive adjusted EBITDA, while digital assets still contribute to the group-level loss. Short-term traders are reacting to the latest...

Carvana stock has delivered a very large 3 year gain, yet current valuation checks lean expensive and the recent pullback after upbeat news has put that gap between price and fundamentals back in focus. Over the last 3 years Carvana has returned roughly 8.5x, which sets a high bar for what the current share price already factors in. Recent profitability improvements and lower interest costs can support expectations for future cash generation, while any disappointment on growth or margins may...

Fastly (FSLY) has drawn fresh attention after reporting second quarter 2026 results, filing an omnibus shelf registration, and raising revenue guidance for both the third quarter and full year 2026. See our latest analysis for Fastly. Fastly’s recent earnings and guidance moves have come alongside sharp share price momentum, with a 30 day share price return of 42.44% and a year to date share price return of 179.98%. The 1 year total shareholder return of 294.06% and 3 year total shareholder...

Energy Vault Holdings stock jumped 9.5% to US$3.92 today, yet the real story sits behind that pop. Q2 revenue of US$17.4 million and a reported GAAP gross margin of 31% kept attention squarely on the quality of its storage and data center energy projects rather than the headline loss. The backlog is now about US$2.0b. That is the figure that long term investors are likely watching most closely as they weigh a premium P/S multiple against a business that is still not generating profit. Is...

Team stock cooled off today. The share price slipped 3.1% to US$22 after investors absorbed a quarter that kept the company unprofitable but showed some repair work under the surface. The headline is simple: revenue for Q2 2026 came in at about US$228.7m, while the company reported a net loss of just under US$9.8m. The real flash point for sentiment is margin pressure. Adjusted earnings before interest, tax, depreciation and amortisation dropped to US$13.7m, as refinery turnaround delays and...

Easterly Government Properties, Inc. recently reported second-quarter 2026 results showing higher revenue of US$92.42 million but lower net income of US$3.05 million versus a year earlier, while raising its full-year diluted net income per share guidance to a range of US$0.23 to US$0.29. At the same time, the company affirmed a quarterly cash dividend of US$0.45 per share despite a very large payout ratio, sharpening investor focus on how its government-tenant-focused portfolio can support...