U.S. Marine and Shipping Stock News

Why TransMedics Group is back in focus TransMedics Group (TMDX) is back on many watchlists after recent stock swings tied to investor reassessment of its expanding organ care platform and integrated logistics, alongside ongoing debate over long term growth versus near term execution risks. See our latest analysis for TransMedics Group. The recent 1-day share price return of 2.93% and 7-day share price return of 3.58% come after a 30-day share price return decline of 7.49%. However, the 1-year...

A recent federal court decision denying Amazon.com (AMZN) a motion to dismiss a COVID-19 price-gouging class action keeps legal risk in focus, even as investor attention centers on the company’s AI and cloud growth story. See our latest analysis for Amazon.com. The legal setback lands at a time when Amazon.com’s share price is at US$233.06, with a 90 day share price return of 3.48% and a three year total shareholder return of 159.33%. This suggests momentum has been building over the longer...

Okta (OKTA) has drawn fresh attention after recent trading, with the shares last closing at $87.71. Investors are weighing that price against the company’s current fundamentals and its recent return profile across different time frames. See our latest analysis for Okta. The recent 4.87% 1 day share price return at $87.71 sits against a modest 2.12% 30 day share price gain and a 5.31% 90 day share price decline. The 1 year total shareholder return of 3.60% and 3 year total shareholder return...

In recent weeks, RTX has secured several large government deals, including multi-year F135 engine production and sustainment contracts worth a combined US$4.40 billion and a US$438 million U.S. airspace radar modernization award, while its Patriot system won a US$1.70 billion order from Spain. These contract wins coincided with heightened geopolitical tension following the U.S.-led intervention in Venezuela, which has refocused attention on defense capabilities such as F-35 engines and...

Arthur J. Gallagher (AJG) is back in focus after its latest quarterly update, with revenue of US$3.37b that grew 21.2% year on year but missed analyst expectations, pressuring both earnings and the share price. See our latest analysis for Arthur J. Gallagher. The latest quarter’s miss has come after a mixed stretch for investors, with the share price at US$263.24, a 9.82% 1 month share price return but a 14.24% 3 month share price decline. The 5 year total shareholder return of 134.19%...

Williams Companies (WMB) has been drawing investor attention after recent share performance data showed a 1 day return of 0.5% and a roughly 2.6% decline over the past month. See our latest analysis for Williams Companies. Set against a relatively flat year to date share price return of 0.5%, Williams Companies’ 13.9% 1 year total shareholder return and very strong 3 and 5 year total shareholder returns suggest momentum has been built over a longer horizon. Recent weakness hints at some...

If you are wondering whether Brixmor Property Group is fairly priced or if there is still value on the table, this article walks through what the numbers are saying about the stock today. The share price recently closed at US$25.66, with returns of 1.9% over 30 days, 1.8% over 1 year and 95.3% over 5 years, which may influence how you think about both opportunity and risk around current levels. Recent coverage has focused on Brixmor Property Group as a US shopping center REIT. Investors are...

In recent months, Ciena has reported fiscal fourth-quarter results that exceeded forecasts and highlighted a very large year-over-year increase in AI-focused webscale customers, which now account for a sizeable share of its sales mix. UBS and other market observers have emphasized Ciena’s evolution into a core optical networking supplier for hyperscale cloud and AI infrastructure, underpinned by technologies such as WaveLogic 6 and its expanding hyperscaler relationships. At the same time,...

Public Service Enterprise Group (PSEG) recently received final New York State approvals for a five-year extension of its operations services agreement to run the Long Island Power Authority grid through 2030, and appointed Scott Jennings as president and COO of PSEG Long Island and John Latka as senior vice president of electric operations. This combination of contract extension and experienced leadership appointments enhances the visibility of PSEG Long Island’s role in overseeing safe,...

TeraWulf recently secured regulatory approval for industrial use of its Cayuga Lake site in Lansing, New York, and, through its joint venture with FluidStack, raised US$1.30 billion in secured financing for the Abernathy AI data center project. At the same time, substantial restricted-stock awards to senior executives highlight management’s alignment with the company’s push into high-performance computing and data-center hosting alongside its existing bitcoin mining operations. We’ll now...

Vail Resorts (MTN) is back in focus after its latest quarterly report showed 4.1% year-over-year revenue growth, a slight revenue miss versus expectations, stronger than anticipated skier visits, and ongoing efforts to support visitation heading into the 2025/2026 season. See our latest analysis for Vail Resorts. The latest quarter and weather related headlines come against a weaker backdrop for investors, with the share price down 6.3% since results and a 1 year total shareholder return...

Procore Technologies recently saw an analyst upgrade from Barclays, which highlighted the company’s construction management software platform and its new leadership under CEO Ajei Gopal. The upgrade drew attention to how expectations for the U.S. non-residential construction sector and confidence in Procore’s management approach may influence investor views of its long-term potential. Next, we’ll explore how Barclays’ confidence in Procore’s new CEO could influence the company’s existing...

Warrior Met Coal (HCC) is back in focus after strong cash generation and disciplined capital returns, including dividends and buybacks, prompted investors to reassess what its met coal business and balance sheet strength might be worth. See our latest analysis for Warrior Met Coal. That focus on cash and capital returns sits alongside strong recent price momentum, with a 30 day share price return of 10.21% and a 90 day share price return of 38.60%. Over a longer horizon, the 1 year total...

Alexander’s, Inc. has restructured in late 2025 the US$300,000,000 mortgage on its 731 Lexington Avenue retail condominium, splitting it into a US$132,500,000 senior A-Note at 7.00% interest, a US$167,500,000 junior C-Note at 4.55%, and a new B-Note facility maturing in 2035. An affiliate of Alexander’s purchased the senior A-Note at par and will fund high-yielding B-Note advances for capital, re-leasing, and interest costs, effectively moving a key part of the capital stack in-house and...

If you are wondering whether Agnico Eagle Mines is still reasonably priced after a strong run, this breakdown will help you see how the current share price compares with its fundamentals. The stock last closed at US$175.16, with returns of 1.9% over 7 days, 3.7% over 30 days, 2.8% year to date, 118.6% over 1 year, 239.7% over 3 years and 182.0% over 5 years. Recent coverage around Agnico Eagle Mines has focused on its position in the gold sector, deal making activity across miners and how...

Plains GP Holdings (PAGP) has increased its quarterly Class A share distribution to $0.4175, or $1.67 on an annualized basis, and signaled that part of 2026 payouts may be taxable dividends. See our latest analysis for Plains GP Holdings. Against this backdrop, Plains GP Holdings’ share price sits at US$19.51, with a 90 day share price return of 10.85% and a 1 year total shareholder return of 12.43%. The 5 year total shareholder return of 166.72% points to momentum that has been building over...

In recent days, the U.S. ousted Venezuelan President Nicolás Maduro and moved to temporarily run the country, signaling plans for major American oil companies, including Exxon Mobil, to invest billions of US dollars to rehabilitate Venezuela’s vast but deteriorated oil industry. While any significant production recovery in Venezuela is expected to take years and hinges on political stability and contract terms, the prospect of access to the world’s largest proven oil reserves adds a new...

Las Vegas Sands (LVS) is drawing attention after recent share moves, with the stock showing mixed short term returns but a stronger performance over the past 3 months and year. See our latest analysis for Las Vegas Sands. Recent share price softness, including a 2.43% 30 day share price return decline, contrasts with a 21.34% 90 day share price return and a 33.39% 1 year total shareholder return. This suggests momentum has been building over the longer term as market expectations around...

SLM (SLM) is back in focus after multiple securities class action lawsuits accused the lender of misleading investors about rising early stage delinquencies and the effectiveness of its loss mitigation and loan modification programs. See our latest analysis for SLM. That legal overhang sits against a mixed share price picture, with a 90 day share price return of 4.4% and a 1 year total shareholder return of 1.07%. However, the 30 day share price return of a 9.52% decline suggests momentum has...

In early January 2026, Opendoor Technologies appointed Christy Schwartz as chief financial officer and Lucas Matheson as president, while granting performance-based stock awards tied to multi-tier share-price hurdles. These leadership changes and incentive structures, alongside initiatives such as blockchain exploration and the Homebuyer.com acquisition, signal a renewed emphasis on aligning management rewards with operational and market outcomes. We’ll explore how the new performance-linked...

Lumentum Holdings Inc. disclosed that Chief Accounting Officer and Senior Vice President, Finance, Matthew Sepe, plans to retire in fall 2026, with Eric Chang, a seasoned finance executive and certified public accountant, appointed to assume the Chief Accounting Officer role after the company files its quarterly report for the period ended December 27, 2025. The transition puts fresh focus on Lumentum’s financial leadership and reporting oversight just as investors await its upcoming fiscal...

Why recent trial and FDA milestones matter for Ultragenyx Pharmaceutical Ultragenyx Pharmaceutical (RARE) has just reported two key clinical milestones and completed a Biologics License Application submission for DTX401. These developments help frame how you might think about the stock at today’s levels. See our latest analysis for Ultragenyx Pharmaceutical. The recent DTX401 BLA submission and positive UX143 Phase 3 data arrive after a sharp 36.48% 1 month share price return decline and a...

Zions Bank has recently undergone leadership changes, appointing executive vice president Nate Callister as CEO following Paul Burdiss’s departure and naming Christina Miles, a veteran commercial banker from Wells Fargo, as senior vice president and director of sales based in Boise. Together, these appointments signal a renewed emphasis on commercial banking depth and a more structured sales culture, with potential implications for how Zions executes on its growth and customer engagement...

Recent performance snapshot for L3Harris Technologies (LHX) L3Harris Technologies (LHX) has drawn attention after a period of solid stock performance, with the share price closing at $311.38 and recording positive returns over the past week, month, past 3 months, year and longer horizons. See our latest analysis for L3Harris Technologies. For context, L3Harris Technologies’ recent strength has come on top of a 56.33% total shareholder return over the past year. The 5.38% 7 day and 11.81% 30...