U.S. Transportation Stock News

NasdaqCM:ONCY
NasdaqCM:ONCYBiotechs

Oncolytics Biotech (ONCY) Valuation Check After Recent Share Price Momentum And Conflicting Signals

Oncolytics Biotech (ONCY) has attracted fresh attention after a recent move in its share price, with the stock closing at US$1.13 and showing mixed return patterns across the past year and over multiple years. See our latest analysis for Oncolytics Biotech. The recent 6.6% 1 day share price return and 10.8% 7 day share price return suggest short term momentum is building around Oncolytics Biotech, even as the 58.3% 1 year total shareholder return contrasts with weaker 3 and 5 year total...
NYSE:HD
NYSE:HDSpecialty Retail

Supreme Court Tariff Ruling Tests Home Depot Margins And Valuation

The U.S. Supreme Court has struck down certain presidentially imposed tariffs, directly affecting import heavy retailers such as Home Depot. The decision is expected to lift tariff related cost burdens on goods Home Depot sources from abroad. Market commentators have framed the ruling as a major win for companies that faced elevated import costs under the prior tariff regime. For Home Depot (NYSE:HD), this legal shift lands alongside a share price of $384.48 and multi year returns of 39.9%...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Assessing Crocs (CROX) Valuation As Tariffs And Weaker Earnings Weigh On Sentiment

New global tariffs announced by the Trump administration and weaker recent financial updates have put Crocs (CROX) in focus, as investors reconsider the stock in light of softer guidance and pressure on internationally reliant supply chains. See our latest analysis for Crocs. The mixed backdrop of tariff headlines, softer guidance and ongoing buybacks has coincided with a 12.65% 1 month share price return and 13.14% 3 month share price return. However, the 1 year total shareholder return of...
NasdaqGS:PFBC
NasdaqGS:PFBCBanks

Preferred Bank Nonaccrual Loan Move Tests Asset Quality And Valuation

Preferred Bank reclassified a sizable loan relationship from substandard to nonaccrual status following ongoing legal complications involving the borrower’s principals. The borrower is facing complex lawsuits that have contributed to cash flow pressures and payment issues on the loan. Management has indicated that, based on current expectations, the ultimate resolution of this credit is not expected to significantly affect 2026 earnings. For you as an investor following NasdaqGS:PFBC, this...
NYSE:BCC
NYSE:BCCTrade Distributors

Boise Cascade (BCC) Margin Compression Challenges Bullish Earnings Growth Narratives

Boise Cascade (BCC) has wrapped up FY 2025 with Q4 revenue of US$1.5 billion and basic EPS of US$0.24, alongside trailing twelve month revenue of US$6.4 billion and EPS of US$3.54 that frame the current run rate. The company has seen quarterly revenue range from US$1.5 billion to US$1.7 billion across 2025, with basic EPS moving from US$1.06 in Q1 and US$1.64 in Q2 to US$0.58 in Q3 and US$0.24 in Q4. This puts the spotlight squarely on how sustainably Boise Cascade can defend its margins from...
NYSE:GNRC
NYSE:GNRCElectrical

Is It Too Late To Consider Generac Holdings (GNRC) After A 67% Year To Date Surge

If you are wondering whether Generac Holdings at around US$235 per share is still reasonably priced or already stretched, you are not alone. The stock has returned 0.7% over the last 7 days, 35.9% over 30 days, 66.7% year to date, 69.5% over 1 year and 96.0% over 3 years, while the 5 year return sits at a 30.6% decline. These moves have come as investors continue to reassess Generac's role in the capital goods space. They are paying close attention to how its products fit into longer term...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Should Softer Q1 2026 Revenue Guidance and Inventory Digestion Require Action From Impinj (PI) Investors?

Earlier in February 2026, Impinj reported its fourth-quarter and full-year 2025 results, highlighting record adjusted EBITDA margins and a 9% year-over-year increase in endpoint IC unit volumes driven by its M800 platform, while guiding first-quarter 2026 revenue to be roughly 2% lower year-over-year amid inventory normalization, retail softness, product obsolescence, and modest price reductions. Analyst commentary following these results, including concerns about extended channel inventory...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

A Look At PTC (PTC) Valuation After SPG Company Selects FlexPLM For Cloud PLM Expansion

PTC (PTC) drew fresh investor attention after SPG Company selected its FlexPLM platform to replace a legacy system. This highlighted demand for scalable, cloud-based product lifecycle management in expanding retail operations. See our latest analysis for PTC. Beyond this SPG win, PTC’s 1-day share price return of 1.78% to US$153.57 comes after a 30-day share price return decline of 5.29% and a 90-day share price return decline of 11.47%, while the 3-year total shareholder return of 22.53%...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

A Look At Gilat Satellite Networks (GILT) Valuation After US$39 Million Sidewinder ESA Order

Gilat Satellite Networks (GILT) is back on investors’ radar after securing US$39 million in orders for its Sidewinder electronically steered antenna in-flight connectivity terminals, covering both linefit and retrofit installations over the next year. See our latest analysis for Gilat Satellite Networks. The Sidewinder order news lands after a sharp 8.1% 1 day share price return and a 9.2% 7 day share price return, even though the 30 day share price return is a 16.8% decline. Longer term...
NYSE:CURB
NYSE:CURBRetail REITs

How Curbline Properties’ Higher Dividend Payout At Curbline Properties (CURB) Has Changed Its Investment Story

Curbline Properties Corp., a self-managed REIT trading under the symbol CURB, recently declared its first quarter 2026 common stock dividend of US$0.17 per share, a 6% increase from the fourth quarter 2025 payout, payable on April 8, 2026 to shareholders of record on March 18, 2026. This higher dividend highlights management’s willingness to return more cash to investors, which may be interpreted as confidence in the REIT’s ability to support its current payout level. We’ll now examine how...
NYSE:CXW
NYSE:CXWCommercial Services

CoreCivic (CXW) Valuation Check After Recent Share Price Swings

CoreCivic (CXW) is back on investor radars after recent share price swings, with the stock up about 1.6% on the day but showing declines over the past week and month. See our latest analysis for CoreCivic. While the share price is around $16.47 today and up on the day, the 7 day and 30 day share price returns of 11.88% and 17.94% declines contrast with a much stronger 3 year and 5 year total shareholder return of 69.62% and 121.97%. This suggests longer term holders have seen very different...
NYSE:RIG
NYSE:RIGEnergy Services

Transocean Valaris Merger And New Backlog Reframe RIG Valuation Story

Transocean has entered a definitive all stock agreement to acquire Valaris, creating one of the largest offshore drilling companies by fleet and backlog. The combined company is expected to realize cost synergies and hold a dominant position across key offshore basins. Separately, Transocean reported new contract wins that increase its backlog by $610 million across multiple regions. For investors watching NYSE:RIG, the deal with Valaris comes as the stock trades around $6.54 and has shown...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Assessing Radware (RDWR) Valuation After Recent Share Price Weakness And Premium P/E Ratio

Recent trading context for Radware (RDWR) Radware (RDWR) has recently caught investor attention after a period of weaker share performance, with the stock down about 1% over the past year and showing declines over the past week, month, and past 3 months. At a last close of US$22.35, Radware sits against a backdrop of annual revenue of US$301.85m and net income of US$20.26m, alongside annual revenue growth reported at 7.74%. See our latest analysis for Radware. That weaker recent momentum,...
NYSE:WMB
NYSE:WMBOil and Gas

Assessing Williams Companies (WMB) Valuation After Strong Recent Share Price Momentum

Why Williams Companies (WMB) is on investor radar today Williams Companies (WMB) has drawn attention after recent share price moves, with the stock last closing at $73.50. That puts fresh focus on how its current valuation lines up with business fundamentals. See our latest analysis for Williams Companies. Recent trading has been part of a stronger run for Williams Companies, with a 13.15% 1 month share price return feeding into a 20.79% year to date share price gain and a 5 year total...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Energy Resets Capital Returns With Higher Dividend And Buyback Focus

Devon Energy (NYSE:DVN) plans a 31% increase to its quarterly dividend following its announced merger with Coterra Energy. The company is also considering a new multibillion-dollar share repurchase authorization as part of its updated capital return approach. These moves indicate a shift in how Devon Energy intends to return cash to shareholders after the merger closes. Devon Energy, a large U.S. oil and gas producer, is reshaping its shareholder payout plan at a time when the sector...
NasdaqGS:SKWD
NasdaqGS:SKWDInsurance

Skyward Specialty Insurance Group (SKWD) Combined Ratio Near 89% Reinforces Bullish Margin Narrative

Skyward Specialty Insurance Group (SKWD) closed out FY 2025 with fourth quarter revenue of US$385.6 million and basic EPS of US$1.07, while trailing twelve month revenue reached about US$1.4 billion and EPS came in at US$4.21. The company reported revenue increasing from US$304.4 million in Q4 2024 to US$385.6 million in Q4 2025, with basic EPS rising from US$0.36 to US$1.07 over the same period. These figures frame a situation in which investors may compare the company’s earnings power with...
NYSE:CWK
NYSE:CWKReal Estate

Assessing Cushman & Wakefield (CWK) Valuation After Mixed Momentum And Perceived Discount To Fair Value

Recent performance snapshot Cushman & Wakefield (CWK) has drawn attention after recent trading left the stock at a last close of US$13.57, with returns mixed across different time frames and a modest gain over the past year. See our latest analysis for Cushman & Wakefield. The recent 1 day share price return of 4.95% and 7 day share price return of 10.06% come after a weaker patch, with the 30 day and year to date share price returns both in negative territory. However, the 1 year total...
NYSE:WLK
NYSE:WLKChemicals

A Look At Westlake’s (WLK) Valuation After Its Recent Share Price Momentum

Recent performance snapshot Westlake (WLK) has caught investor attention with a 12.0% 1 day move, adding to gains of 6.5% over the past week and about 22.2% over the past month. That short term momentum sits alongside a roughly 60.9% return over the past 3 months, while the 1 year total return is about a 4.6% decline and the 3 year total return shows roughly a 7.9% decline. See our latest analysis for Westlake. With the share price now at $104.17 and strong short term share price gains in...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Ties 2027 Growth Outlook To AI Gas Demand

Enterprise Products Partners (NYSE:EPD) has been actively presenting at major energy conferences and holding meetings with investors. Company materials highlight an outlook for double digit growth in 2027 tied to new assets and projected natural gas demand. Management is framing AI data centers and other technology related users as a potential source of future natural gas consumption. For income focused investors, NYSE:EPD sits at the intersection of large scale midstream infrastructure and...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Microchip Technology (MCHP) Valuation Check As Recent Share Pullback Meets Conflicting Fair Value Signals

Microchip Technology at a glance With no single headline event driving attention today, Microchip Technology (MCHP) is drawing interest as investors weigh its recent share performance, profitability picture, and growth in revenue and net income. See our latest analysis for Microchip Technology. Microchip Technology’s recent share price has eased back, with a 7 day share price return of a 3.81% decline and a 1 day move of a 0.87% decline. However, the 90 day share price return of 44.44% and 1...
NYSE:KVUE
NYSE:KVUEPersonal Products

Assessing Kenvue (KVUE) Valuation As Recent Share Price Momentum Meets Mixed Longer Term Returns

Why Kenvue Stock Is Drawing Fresh Investor Attention Kenvue (KVUE) has been catching investor interest after recent share price moves, with the stock showing different return patterns over the past week, month, past 3 months, and year. That mixed picture is prompting closer scrutiny. See our latest analysis for Kenvue. At a share price of US$19.01, Kenvue’s recent momentum is reflected in its 30 day share price return of 6.8% and 90 day share price return of 10.4%. However, the 1 year total...
NasdaqGS:TECH
NasdaqGS:TECHLife Sciences

What Bio-Techne (TECH)'s Ella CE-IVD Approval in Europe Means For Shareholders

Earlier this month, Bio-Techne announced that its Ella benchtop immunoassay platform received CE-IVD marking, clearing the way for clinical use across the European Union and enabling hospitals and laboratories to deploy the system for in-house test development, clinical trials, and broader translational activities. This certification extends Ella beyond research labs into regulated clinical workflows, strengthening Bio-Techne’s role in standardized biomarker detection and precision medicine...
NYSE:BR
NYSE:BRProfessional Services

Should Broadridge’s (BR) New Capital Markets Chief and AI Focus Shift Its Technology Leadership Narrative?

Broadridge Financial Solutions recently appointed Frank Troise as President, Global Capital Markets, elevating him to the Executive Leadership Team under Global Technology & Operations leader Tom Carey. Troise’s track record in trading technology and tokenized real assets positions Broadridge to further integrate AI-powered capabilities into its global capital markets offering. We’ll now explore how Troise’s expanded capital markets remit could influence Broadridge’s investment narrative...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Trip.com Group (NasdaqGS:TCOM) Valuation Check After Antitrust And Securities Investigations

Trip.com Group (TCOM) is back in focus after disclosing an antitrust investigation by Chinese market regulators, with several law firms, including Rosen Law Firm, launching probes into potential securities claims for shareholders. See our latest analysis for Trip.com Group. After the January 14 disclosure of the antitrust probe, when Trip.com Group’s American Depositary Shares dropped 17% in a single session, the stock’s recent 30 day share price return of 14.49% and year to date share price...