U.S. Transportation Stock News

GATX (GATX) is in focus after reporting full year 2025 results, issuing 2026 earnings guidance, authorizing a US$300 million share repurchase program, and declaring a US$0.66 quarterly dividend for common shareholders. See our latest analysis for GATX. GATX’s recent full year results, fresh 2026 earnings guidance, expanded buyback authorization, and higher dividend come after a 15.2% 90 day share price return and a 107.51% five year total shareholder return, indicating momentum that longer...

Pinterest, Inc. recently presented at the Morgan Stanley Technology, Media & Telecom Conference 2026 in San Francisco, updating investors on its business amid a tougher advertising backdrop. At the same time, contrasting analyst reactions to its latest quarter and product progress have sharpened focus on how macro pressures interact with Pinterest’s otherwise strong balance sheet and Gen-Z user momentum. Next, we’ll examine how these more cautious analyst views on near-term advertising...

Royal Caribbean Cruises: Recent Returns Put Performance in Focus Royal Caribbean Cruises (RCL) has drawn investor attention after a recent 3.3% decline in the share price over the past day, alongside a modest slip over the past week and month. That short term pullback sits against a 13.5% gain over the past 3 months and a 26.4% total return over the past year. This has prompted investors to reassess the risk reward trade off at around $300.84 per share. See our latest analysis for Royal...

Ronaldo stake and refinancing plans put Herbalife in focus Herbalife (HLF) has jumped into the spotlight after Cristiano Ronaldo took a US$7.5 million, 10% stake in its health tech subsidiary, paired with fresh refinancing plans and a recent earnings beat. See our latest analysis for Herbalife. At a share price of US$19.24, Herbalife has seen a 54.54% 3 month share price return and a 50.08% year to date share price return. The 1 year total shareholder return of 137.24% contrasts with a weaker...

In February 2026, Tempus AI, Inc. reported full-year 2025 results showing sales of US$955.38 million, revenue of US$1.27 billion, and a net loss of US$245.03 million, alongside new 2026 revenue guidance of about US$1.59 billion and the launch of its HRD-RNA oncology algorithm, while also filing a US$343.38 million Class A common stock shelf registration tied to an ESOP offering. These updates suggest Tempus AI is pairing rapid top-line expansion and narrowing losses with advancing AI-driven...

Uniti Group (UNIT) has just posted its FY 2025 numbers with Q4 revenue at US$917.3 million and basic EPS at a loss of US$1.23, capping a year where trailing twelve month revenue reached US$2.2 billion and basic EPS came in at US$6.61. Over recent quarters the company has seen revenue move from US$293.3 million in Q4 2024 to US$293.9 million in Q1 2025, US$300.8 million in Q2, US$722.6 million in Q3 and then US$917.3 million in Q4. Quarterly EPS has swung between a small profit and sizeable...

Sunoco (SUN) is back in focus after reporting a 36% annual increase in adjusted EBITDA tied to its Parkland acquisition, issuing upbeat 2026 guidance, and outlining heavier growth capex and targeted distribution growth. See our latest analysis for Sunoco. Sunoco’s recent earnings update, capital spending plans, and new senior notes offering have arrived alongside firm share price momentum, with a 1 month share price return of 11.17% and a 90 day share price return of 17.86%. The 5 year total...

In late February 2026, RTX’s Raytheon businesses announced multiple defence wins, including a new DARPA XENA research contract, a customised Specter DR optics deal for the German Armed Forces, and a US Air Force-backed effort to localise thin film lithium niobate wafer production. These awards highlight RTX’s role across high-end sensing, soldier systems, and critical materials, at the same time that escalating Middle East conflict has sharpened attention on its air and missile defence...

Skyworks Solutions, NasdaqGS:SWKS, showcased early 6G RF front-end technology with MediaTek at Mobile World Congress 2026. The company highlighted its SKYR60002 power amplifier module as part of the joint 6G demonstration. The demo focused on RF solutions designed to support emerging 3GPP standards and high-performance network infrastructure. Skyworks Solutions focuses on RF front-end hardware that sits between baseband chips and the air interface, a core piece of wireless devices and...

Why Fiserv Is Back in Focus After Peoples Group Deal and Activist Pressure Fiserv (FISV) is back on investors' radar after a new partnership with Peoples Group in Canada and fresh pressure from activist investor Jana Partners on portfolio focus and core business execution. See our latest analysis for Fiserv. Recent product wins in Canada and U.S. government payments come against a tougher backdrop, with the share price at US$61.85, a 1 day share price return of 0.71% decline and a 1 year...

Piper Sandler’s upgrade of CrowdStrike Holdings (CRWD) to Overweight has put the spotlight back on the stock, with analysts pointing to AI focused cybersecurity products, partnerships, and upcoming earnings as key watchpoints. See our latest analysis for CrowdStrike Holdings. Despite the upgrade, CrowdStrike’s recent share price performance has been mixed, with a 1 day share price return of 3.46% and a 7 day return of 9.86% following a 30 day share price return of 12.81% and a 90 day share...

LendingClub recently saw its stock react to a stronger-than-expected US Producer Price Index report, as higher-than-anticipated wholesale inflation raised concerns that interest rates may stay elevated for longer, a key macro factor for a lender whose profits depend heavily on net interest margins. This occurred shortly after the company had delivered quarterly earnings and revenue ahead of expectations, highlighting a tension between improving internal efficiency and a more challenging...

Dutch Bros (NYSE:BROS) has launched three limited-time drinks inspired by childhood flavors. The nostalgic beverages are available across all Dutch Bros locations nationwide. The launch expands the brand's seasonal menu offering and targets customer engagement around new products. Dutch Bros, known for its drive thru coffee stands and flavored beverages, is leaning into nostalgia with this latest trio of drinks. The nationwide rollout fits with the broader push across the beverage industry...

TransMedics Group, Inc. reported its fourth-quarter and full-year 2025 results, with revenue rising to US$160.76 million for the quarter and US$605.49 million for the year, alongside higher earnings per share and a net income tax benefit driven by a US$103.3 million U.S. tax valuation allowance release. The company also issued 2026 revenue guidance of US$727 million to US$757 million, signaling management’s confidence in continued expansion of its organ care system platform and related...

Kinder Morgan’s recent Q4 2025 results showed record Natural Gas Pipelines performance, beating earnings and revenue estimates, alongside a 2% dividend increase and a growth project backlog reaching US$10.00 billion. Together with plans for about US$3.00 billion in annual capital spending and a larger project pipeline, these updates reinforce Kinder Morgan’s role in supplying growing natural gas demand for power generation and data centers. Now we’ll examine how Kinder Morgan’s expanded...

Zymeworks (ZYME) has laid out a mixed set of FY 2025 numbers so far, with Q3 revenue of US$27.6 million and a basic EPS loss of US$0.26, alongside trailing twelve month revenue of US$134.5 million and a basic EPS loss of US$0.84. Over the past few quarters, revenue has ranged from US$16 million in Q3 2024 to US$48.7 million in Q2 2025, while basic EPS has moved between a loss of US$0.49 and a small profit of US$0.03. This sets up a story where investors are watching how quickly margins can...

If you are trying to work out whether Cisco Systems' current share price still offers value, it helps to step back and look at the full picture rather than just the latest headline move. At a last close of US$79.40, Cisco Systems has recent returns of 2.1% over 7 days, 1.4% over 30 days, 4.4% year to date, 28.1% over 1 year, 74.9% over 3 years and 93.2% over 5 years, which provides a substantial history for a valuation check. Recent attention on Cisco Systems has focused on its position as a...

C3.ai, Inc. recently reported fiscal third-quarter 2026 results showing revenue of US$53.26 million versus US$98.78 million a year earlier, alongside a wider net loss and a plan to cut 26% of its global workforce and reduce non-employee costs by 30% under new CEO Stephen Ehikian. While these actions highlight severe pressure on sales and profitability, management is also emphasizing a restructuring aimed at lowering operating expenses by about US$135 million and refocusing on...

ConocoPhillips (COP) shares recently moved higher after oil prices climbed to a seven-month high, as US and Israeli military strikes on Iran increased geopolitical risk and lifted energy stocks across the sector. See our latest analysis for ConocoPhillips. That jump in ConocoPhillips’ share price sits on top of strong recent momentum, with a 1-month share price return of 13.44%, a 3-month share price return of 32.42%, and a 1-year total shareholder return of 32.02%, helped by portfolio...

Roblox stock snapshot after recent performance shifts Roblox (RBLX) has seen mixed share performance recently, with a 1 day decline of about 1.8%, a gain over the past week, and a loss over the past 3 months. This has drawn attention to its current valuation. At a last close of US$67.44, the company reports revenue of about US$4.89b and a net loss of roughly US$1.07b, alongside annual revenue and net income growth rates in the low double digits. See our latest analysis for Roblox. Short term,...

Event overview and recent stock context Klarna Group (NYSE:KLAR) has drawn investor attention after a sharp pullback, with the stock down about 43% over the past month and 56% over the past 3 months from its recent levels. At a last close of US$13.26, Klarna Group sits against a backdrop of reported annual revenue of US$3,509.0 million and a net loss of US$294.0 million, factors many investors are watching closely. See our latest analysis for Klarna Group. That sharp 42.5% decline in the 30...

AAON (AAON) has rounded out FY 2025 with fourth quarter revenue of US$424.2 million and basic EPS of US$0.39, alongside net income of US$32.0 million, setting a clear marker for how its HVAC business is currently translating into earnings power. The company has seen quarterly revenue move from US$297.7 million in Q4 2024 to US$424.2 million in Q4 2025, while basic EPS shifted from US$0.30 to US$0.39 over the same period, giving investors a concrete sense of recent top line and EPS trends...

Permian Resources (NYSE:PR) reported record operational performance and production levels for Q4 2025. The company completed acquisitions that expanded its asset base and production capacity. Management announced a 7% increase in the quarterly dividend alongside robust cash flow and debt reduction. Permian Resources outlined plans to keep growth disciplined through 2026 while maintaining its current capital allocation framework. Permian Resources, a Midland Basin focused oil and gas...

Coinbase Global (COIN) has moved beyond pure crypto trading by rolling out 24 hour, commission free U.S. stock and ETF trading for eligible users. This puts traditional securities alongside digital assets in a single account. See our latest analysis for Coinbase Global. The new stock and ETF launch comes after a sharp reset in sentiment, with a 90 day share price return of 29.66% decline and a year to date share price return of 21.71% decline. The 3 year total shareholder return sits at...