U.S. Marine and Shipping Stock News

United Natural Foods (UNFI) put fresh numbers behind its long term story at its 2025 investor day, outlining steady sales growth and a significantly higher EBITDA goal that has analysts revisiting their outlook. See our latest analysis for United Natural Foods. The stock has pulled back, with a 1 month share price return of minus 14.9 percent after a strong run. However, its year to date share price return of 19.1 percent and 5 year total shareholder return of 107.3 percent suggest longer...

Iridium Communications (IRDM) just gave investors two fresh talking points, pairing a new 0.15 dollar quarterly dividend with the appointment of seasoned tech executive Louis Alterman to its expanded board. See our latest analysis for Iridium Communications. Even with the new dividend and board upgrade, sentiment is still catching up. The latest 1 year total shareholder return of about negative 41 percent reflects fading momentum after a much steeper year to date share price pullback. If...

Earlier in December 2025, the U.S. Air Force Life Cycle Management Center awarded V2X, Inc. a position on the Automated Test Systems Division’s multiple-award IDIQ contract, enabling the company to provide rapid, full lifecycle support for test systems across a broad range of manned and unmanned aircraft platforms worldwide. This long-duration, flexible contract, spanning an initial five-year base period with an option for another five years, highlights V2X’s role in sustaining...

IREN (NasdaqGS:IREN) just pulled off a rare combo, landing a $9.7 billion multi year AI cloud deal with Microsoft and backing it up with a $3.6 billion capital raise to fund massive GPU and data center expansion. See our latest analysis for IREN. The share price has been choppy around the latest capital raise and Microsoft deal, with a 7 day share price return of minus 21.88 percent but a year to date share price return of 249.81 percent and a three year total shareholder return of 2,513.57...

Blackstone (BX) just helped Sumitomo Mitsui complete a landmark $3.2 billion synthetic risk transfer while also striking a forward flow deal for first lien commercial mortgages, moves that quietly deepen its influence across global credit markets. See our latest analysis for Blackstone. These deals land at a moment when Blackstone’s 30 day share price return of 7.53 percent contrasts with a softer 90 day share price return of negative 17.17 percent. At the same time, its five year total...

Amdocs (DOX) just wrapped up FY 2025 with fourth quarter revenue of about $1.2 billion and EPS of $0.88, setting the stage against a trailing twelve month backdrop of $4.5 billion in revenue and EPS of $5.08. Over the past year, the company has seen revenue move from roughly $5.0 billion to $4.5 billion on a trailing basis, while trailing EPS has edged up from $4.27 to $5.08. This reflects a business that is leaning more on profitability than top line expansion, with margins now doing more of...

XPeng (NYSE:XPEV) is back in the spotlight after signing a strategic manufacturing deal in Malaysia, adding a new production hub just as the stock digests a sharp short term pullback. See our latest analysis for XPeng. The Malaysia deal lands just as XPeng’s 30 day share price return of negative 26.15 percent and 90 day share price return of negative 14.49 percent contrast with a much stronger 59.91 percent year to date share price return and 43.85 percent one year total shareholder return...

OneWater Marine (ONEW) just closed out FY 2025 with fourth quarter revenue of $460.1 million and basic EPS of about -$6.90, capping a year in which trailing twelve month revenue came in at roughly $1.9 billion and EPS was -$7.22. Over the past few quarters the company has seen revenue move from $375.8 million in Q1 2025 to $552.9 million in Q3 2025 before landing at $460.1 million in Q4, while EPS has swung from -$0.81 to $0.66 and back down sharply. That mix of solid top line scale and...

B. Riley Financial (RILY) has swung back to positive quarterly earnings in Q2 2025, posting revenue of about $199 million and EPS of roughly $2.23, even as trailing 12 month figures still reflect sizable losses. The company has seen revenue move from about $38 million in Q2 2024 to nearly $199 million in Q2 2025, while quarterly EPS has shifted from roughly negative $14.86 to positive $2.23. This sets up a sharp contrast between the latest quarter and its loss making recent history and puts...

CSPI (CSPI) has just wrapped up FY 2025 with fourth quarter revenue of about $14.5 million and a basic EPS loss of roughly $0.02, while trailing 12 month revenue sits near $58.7 million with a small net loss of about $0.1 million. The company has seen quarterly revenue move in a fairly tight band between roughly $13.1 million and $15.7 million over the last year, with EPS swinging from a $0.05 profit in Q1 2025 to modest losses in the subsequent quarters. This sets up a story that is really...

If you are looking at Assurant and wondering whether the current price really reflects its long term potential, you are not alone. This article is going to unpack exactly that. The stock has climbed to around $233.32, delivering 4.9% over the last week, 10.4% year to date, and 101.3% over 3 years. This naturally raises the question of whether the market is now getting ahead of itself. Recent moves in Assurant have been shaped by a steady drumbeat of positive sentiment around its specialty...

Bilibili (NasdaqGS:BILI) has quietly slid over the past month, even as its year to date performance and double digit revenue and net income growth paint a more balanced picture for long term investors. See our latest analysis for Bilibili. At around $24.39 per share, the recent 30 day share price return of minus 6.84 percent and 90 day share price return of minus 12.96 percent suggest fading near term momentum, even though the year to date share price return of 42.38 percent and one year...

Earlier this month, Oklo Inc. filed a very large US$1.50 billion at-the-market Class A common stock offering to fund its capital-intensive advanced nuclear build-out while still pre-revenue. At the same time, reports of Oracle delaying key AI data center projects to 2028 have raised fresh questions about the timing of demand for Oklo’s planned microreactors. We’ll now examine how the combination of Oracle’s delayed AI data centers and Oklo’s sizable equity program shapes its investment...

Cidara Therapeutics (CDTX) has quietly delivered striking long term gains, with the stock up sharply over the past year and even more over the past 3 years, despite ongoing losses. See our latest analysis for Cidara Therapeutics. Most of that excitement is baked into the recent move, with a roughly 239 percent 3 month share price return feeding into an 864 percent 1 year total shareholder return. This suggests momentum is still very much with the bulls. If Cidara’s surge has you thinking more...

ADT (ADT) shares have been drifting lately, and that sideways action is starting to look interesting when you line it up with the company’s improving fundamentals and still modest valuation profile. See our latest analysis for ADT. At around $8.14 per share, ADT’s solid year to date share price return contrasts with its softer three year total shareholder return. This suggests sentiment has improved recently as investors reassess its growth and risk profile. If ADT’s steady reset has your...

If you are wondering whether Costco Wholesale is still worth buying at these levels, or if the best days are already priced in, you are not the only one asking that question right now. After an impressive multi year run where the stock is up 95.8% over 3 years and 151.2% over 5 years, more recent returns have cooled, with the share price down 3.2% over 7 days, 6.8% over 30 days, 5.4% year to date and 11.9% over the last year. Those moves come as investors digest a steady stream of headlines...

Ares Management (ARES) just joined the S&P 500 and several related indices, a shift that typically forces fresh buying from index funds and puts the stock on more institutional radar screens. See our latest analysis for Ares Management. That index promotion has arrived alongside a powerful 30 day share price return of 18.6 percent. However, the year to date share price return is slightly negative, and the five year total shareholder return of just over 300 percent shows the longer term...

Sociedad Química y Minera de Chile (NYSE:SQM) is back in focus as strong lithium demand, fueled by electric vehicle growth, collides with the company’s expanding production capacity and improving Specialty Plant Nutrition trends, reshaping the stock’s risk reward profile. See our latest analysis for Sociedad Química y Minera de Chile. After a rocky stretch that left its three year total shareholder return still in negative territory, Sociedad Química y Minera de Chile’s 30 day share price...

Earlier in December, the U.S. Navy announced ShipOS, a partnership authorizing up to US$448 million to deploy Palantir’s Foundry and AI Platform across the Maritime Industrial Base, aiming to unify data, streamline shipbuilding workflows, and cut bottlenecks from major yards to more than 100 suppliers. The scale and mission‑critical nature of ShipOS positions Palantir’s software not just as an analytics tool, but as core operating infrastructure for U.S. naval production. We’ll now examine...

Wondering if CareTrust REIT is still a smart buy after its big run up, or if the easy money has already been made? In this article, we break down whether the current share price really matches the underlying value. The stock has cooled slightly in the last week, down 3.1%, but it is still up 1.2% over the past month, 37.0% year to date, and 32.9% over the last year, with gains of 119.2% over three years and 104.1% over five years. Those moves have come as investors focus on CareTrust's...

If you have ever wondered whether Yelp is quietly turning into a value play while everyone chases flashier tech names, this is the moment to take a closer look. The stock has bounced 2.4% over the last week and 8.2% over the last month, even though it is still down 21.6% year to date and 22.8% over the past year. This hints that sentiment and risk perceptions may be starting to pivot. Recent headlines have focused on Yelp's ongoing push into higher value advertising tools and enhanced...

Assessing recent moves in News stock News (NWSA) has drifted lower over the past 3 months, even though revenue and net income are still growing. This sets up an interesting disconnect between the stock price and fundamentals. See our latest analysis for News. Zooming out, the share price has slid from recent highs to around $25.89. That weaker short term share price return contrasts sharply with a still impressive multi year total shareholder return, suggesting momentum has cooled as...

Wondering if Flowserve is still good value after its big run, or if the easy money has already been made? Here is a breakdown of whether the current price really reflects the underlying business. The stock has climbed 22.8% year to date and 19.6% over the last year, while longer term holders have seen gains of 151.8% over three years and 115.8% over five, even with a recent 2.8% pullback over the past week and a 4.9% rise in the last month to around $70.42. Part of this move has been fueled...

Compass (COMP) slid about 4% after investors digested reports that Google is testing home listing results directly in search, which could pose a potential long term headwind for traffic, agent engagement, and platform economics. See our latest analysis for Compass. Even with today’s pullback on the Google news, Compass’s 30 day share price return of roughly 10% and powerful year to date share price return near 80% suggest positive momentum. A standout three year total shareholder return above...