U.S. Logistics Stock News

Why Ryder System (R) is on investors’ radar today Ryder System (R) is drawing attention after recent trading pushed its share price to about $214.30. This move is prompting investors to reassess the transportation group’s returns, current valuation signals, and underlying business profile. See our latest analysis for Ryder System. That recent move to about $214.30 comes on top of a 26.5% 90 day share price return and a 39.4% total shareholder return over the past year, pointing to momentum...

If you are looking at Ares Management and wondering whether the recent pullback has created value or signalled deeper risks, this article will walk through what the numbers are actually saying about the stock. The share price recently closed at US$121.87, with returns of 19.7% decline over 7 days, 30.8% decline over 30 days, 26.7% decline year to date, and 34.7% decline over 1 year. This is set against a longer term 59.2% gain over 3 years and 179.7% gain over 5 years. Recent coverage around...

Murphy USA (MUSA) has wrapped up FY 2025 with fourth quarter revenue of US$4.7b and basic EPS of US$7.61, on net income of US$141.9m, setting the tone for how investors will read the full year. Over recent periods, the company has seen quarterly revenue move from US$4.1b in Q4 2024 to US$4.7b in Q4 2025, while basic EPS shifted from US$7.07 to US$7.61 over the same span. Trailing twelve month EPS stands at US$24.38 on net income of US$470.6m, leaving investors focused squarely on how the 2.4%...

Boston Scientific reported fourth-quarter and full-year 2025 results on February 4, 2026, delivering higher sales and net income, while also issuing 2026 guidance that called for reported net sales growth of about 10.5% to 11.5% and organic growth of about 10.0% to 11.0%. At the same time, investors learned that growth in important electrophysiology and WATCHMAN heart device franchises had flattened sequentially, even as the company continued to invest heavily in innovation and acquisitions...

If you are wondering whether Expand Energy’s share price still reflects its true worth, this article will walk through the key numbers that matter for value focused investors. The stock recently closed at US$109.37, with 7 day returns of a 0.5% decline, 30 day returns of 3.7% and a 1 year return of 8.6%, while the 3 year and 5 year returns sit at 47.7% and 221.3% respectively. Recent price moves sit against a backdrop of ongoing attention on US listed energy names. Investors have been...

Tower Semiconductor announced new progress in scaling high performance silicon photonics for 1.6T data center optical modules. The technology is designed to work with leading networking protocols and targets AI infrastructure and data center applications. The move positions the company to address demand for higher data rates and improved optical connectivity across AI and telecom workloads. Tower Semiconductor, listed as NasdaqGS:TSEM, is leaning into AI infrastructure with this silicon...

Patria Investments Limited ( NASDAQ:PAX ) has announced that it will pay a dividend of $0.15 per share on the 12th of...

Erasca, Inc., a clinical-stage precision oncology company, recently attracted fresh Wall Street attention as multiple banks initiated or upgraded research coverage following updates on its RAS/MAPK pathway-targeted pipeline and financing activities. In late January 2026, the company also completed an upsized public offering that raised about US$258.8 million in gross proceeds, extending its capacity to fund ongoing and planned clinical trials. Against this backdrop, we’ll examine how the...

Six Flags Entertainment (FUN) just opened Speedway Stunt Coaster at Six Flags Mexico, a family-friendly roller coaster aimed at broadening the park’s appeal and potentially lifting interest in visits and season passes. See our latest analysis for Six Flags Entertainment. Speedway Stunt Coaster lands at a time when Six Flags Entertainment’s share price has been volatile, with a 30 day share price return of 13.55% and a year to date share price return of 12.01%, set against a 1 year total...

FB Financial Corporation has announced that Chief Accounting Officer Jonathan Pennington will resign from FB Financial and FirstBank in late February 2026, with experienced banking executive Lynn Joyce set to assume the role for both entities around March 1, 2026. Joyce’s long tenure as a senior finance leader, including prior CFO roles and her integration experience from Southern States Bancshares’ acquisition, positions her as a continuity-focused choice for FB Financial’s finance and...

Broadcom (NasdaqGS:AVGO) introduced what it describes as the industry's first enterprise Wi-Fi 8 access point and switch platform for AI-ready networks. The launch pairs a new accelerated processing unit with an advanced Ethernet switch aimed at real-time analytics and AI-driven workloads in enterprise settings. Broadcom reported immediate traction, with leading network vendors publicly committing to adopt the Wi-Fi 8 platform in their upcoming products. For you as an investor, this move...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Sierra...

Bloom Energy Corporation ( NYSE:BE ) shares have had a really impressive month, gaining 33% after a shaky period...

As you might know, Eaton Corporation plc ( NYSE:ETN ) recently reported its full-year numbers. Results were roughly in...

Cirrus Logic, Inc. ( NASDAQ:CRUS ) just released its third-quarter report and things are looking bullish. The company...

Event context and recent stock performance FirstEnergy (FE) shares moved about 1% in the latest session, continuing a mixed recent run that includes a small weekly decline along with positive moves over the past month and past 3 months. See our latest analysis for FirstEnergy. At a share price of US$46.99, FirstEnergy’s recent 1-day share price return of 1.27% sits alongside a 30-day share price return of 4.79% and a 1-year total shareholder return of 23.17%. This indicates that momentum has...

Why MaxLinear’s latest earnings are back in focus MaxLinear (MXL) is back on investor radars after its fourth quarter and full year 2025 results showed higher sales, a smaller net loss, fresh first quarter 2026 revenue guidance, and completion of a recent share repurchase. See our latest analysis for MaxLinear. Despite the stronger fourth quarter update, MaxLinear’s recent momentum has cooled. The 7 day share price return is 11.21% and the 30 day share price return is 12.57%, compared with a...

Goodyear Tire & Rubber has announced the closure of its Tall Timbers mold facility in Findlay, Ohio by the end of March 2026, consolidating its two U.S. mold plants into a single location in Statesville, North Carolina and affecting 85 jobs. This consolidation highlights Goodyear’s ongoing effort to reshape its manufacturing footprint, aiming for greater efficiency while balancing cost savings with workforce and community impacts. We will now examine how this U.S. mold facility...

In recent updates, Wingstop Inc. reported strong fundamental results with solid revenue and earnings growth, while opening hundreds of new restaurants to accelerate its expansion. An interesting angle is how this rapid unit growth, paired with high profitability measures, is supporting a technical backdrop that some investors view as the foundation for the next phase of the company’s story. Next, we’ll examine how Wingstop’s ambitious restaurant expansion program shapes the company’s broader...

If you are wondering whether Bank of New York Mellon Corporation shares still offer reasonable value after a strong run, this article will walk through what the current price might be implying. BNY recently closed at US$120.51, with a 1 year return of 42.4% and a year to date return of 3.0%, even though the last 7 days and 30 days show small declines of 0.8% and 0.7%. Recent attention on large custody and asset servicing banks, including BNY, has been shaped by ongoing discussions around...

With no single headline event driving attention today, Allison Transmission Holdings (ALSN) is drawing interest as investors weigh its recent share performance, business profile, and current valuation signals around the stock. See our latest analysis for Allison Transmission Holdings. The recent 30 day share price return of 11.98% and 90 day share price return of 38.80% suggest momentum has been building. The 3 year total shareholder return of 161.39% and 5 year total shareholder return of...

In early February 2026, Elastic expanded its AI-search capabilities by making Elastic Inference Service available to self-managed Elasticsearch users via Cloud Connect and adding two GPU-accelerated multilingual Jina reranker models to its managed inference platform. This move extends Jina’s open-source multilingual and multimodal models across Elastic’s ecosystem, allowing enterprises to offload intensive AI inference to Elastic Cloud while keeping data and core infrastructure on-premises...

Boyd Gaming (NYSE:BYD) reported Q4 2025 results that included stronger revenue and profit, alongside a substantial contraction in operating margins. Header image: The company recorded a $31 million asset impairment in Q4 2025, indicating that specific assets are now valued below prior carrying levels. These mixed signals, including higher reported earnings alongside margin pressure and an impairment charge, present a fresh set of considerations for shareholders. Shares of Boyd Gaming last...

The Hershey Company recently reported full-year 2025 results showing sales of US$11.69 billion and net income of US$883.26 million, alongside goodwill impairment charges of US$6.40 million in the fourth quarter. The Board also approved higher quarterly dividends, US$1.452 per Common share and US$1.320 per Class B share, marking the 384th and 165th consecutive regular payouts respectively, while issuing 2026 guidance that points to very large reported EPS growth versus 2025. Next, we will...