U.S. Transportation Stock News

NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Allergy Data And Dupixent Insights Shape Immunology Growth Story

Regeneron Pharmaceuticals is set to present first in class Phase 3 antibody therapy data for cat and birch allergies at the 2026 AAAAI Annual Meeting. The presentations will focus on allergen blocking therapies targeting ocular symptoms in cat and birch allergies. Regeneron will also share new long term analyses for Dupixent in pediatric allergy and asthma. For investors tracking NasdaqGS:REGN, these updates come as the stock trades at $803.17, with a 1 year return of 19.9% and a 5 year...
NasdaqGS:BEAM
NasdaqGS:BEAMBiotechs

Beam Therapeutics (BEAM) Is Up 8.9% After Securing Standby Gene-Editing IP License And Board Change

In early February 2026, Beam Therapeutics secured a standby license agreement with Kobe University and Bio Palette Co., Ltd., ensuring continued access to key gene-editing patents that support its base-editing programs, while Board member Carole Ho notified the company of her resignation effective February 27, 2026, without any reported disagreement. This combination of shoring up core intellectual property and orderly Board transition may ease licensing concerns and reinforce confidence in...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

Corsair Gaming (CRSR) Valuation Check After Earnings, 2026 Guidance And New Share Buyback

What Corsair just told the market Corsair Gaming (CRSR) has packed a lot into its latest update, combining Q4 and full year 2025 results with fresh 2026 guidance and a new US$50 million share buyback plan. For Q4 2025, Corsair reported sales of US$436.86 million and net income of US$25.79 million, with basic earnings per share from continuing operations at US$0.23 and diluted earnings per share at US$0.22. Across 2025 as a whole, sales were US$1.47 billion, while the company recorded a net...
NYSE:MLM
NYSE:MLMBasic Materials

Assessing Martin Marietta Materials (MLM) Valuation After Strong Long Term Returns And Recent Share Pullback

What Martin Marietta Materials’ Recent Performance Tells Investors Martin Marietta Materials (MLM) has drawn attention after a period of mixed share performance, with a small 1 day decline and a modest pullback over the past week, as well as a stronger total return over the past year. See our latest analysis for Martin Marietta Materials. While the 1 day and 7 day share price returns have slipped, the 90 day share price return of 10.67% and 1 year total shareholder return of 24.87% suggest...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft (LYFT) Offering An Opportunity After Recent Share Price Slide?

If you are looking at Lyft and wondering whether the current share price really reflects what the business could be worth, you are not alone. The stock last closed at US$13.05, with returns of a 17.6% decline over 7 days, a 32.2% decline over 30 days, a 34.1% decline year to date, a 3.1% decline over 1 year, an 18.7% gain over 3 years, and a 77.1% decline over 5 years, which may signal changing views on both its potential and its risks. Recent coverage has focused on Lyft's position in the...
NYSE:DD
NYSE:DDChemicals

Is DuPont (DD) Trading Near Intrinsic Value as It Expands into Specialty Healthcare and Water?

DuPont de Nemours recently reported fourth-quarter 2025 results showing slightly higher sales of US$1,693 million year-on-year but a wider net loss of US$126 million, while also issuing 2026 guidance calling for first-quarter net sales of US$1,670 million and full-year net sales between US$7.08 billion and US$7.14 billion. Alongside this guidance, DuPont is highlighting innovation-led growth in healthcare and water technologies with new Liveo medical-grade silicones, FilmTec dairy reverse...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Is Nexstar Media Group (NXST) Pricing In Its Recent 56% One Year Share Price Jump?

If you are wondering whether Nexstar Media Group's current share price reflects its true worth, you are not alone. This article is set up to help you unpack what the numbers might be saying. With the stock at US$231.18 after returns of 4.5% over 7 days, 8.8% over 30 days, 10.7% year to date and 56.4% over 1 year, plus 29.7% over 3 years and 117.1% over 5 years, many investors are asking what kind of value is now baked into the price. Recent coverage has focused on Nexstar Media Group's...
NYSE:IVZ
NYSE:IVZCapital Markets

A Look At Invesco (IVZ) Valuation After Fresh AUM Growth And Ongoing Investor Inflows

Invesco (IVZ) recently reported a 2.8% monthly rise in assets under management to about US$2.23b, supported by US$16.9b in net long term inflows and favorable market conditions. See our latest analysis for Invesco. That AUM update lands at a time when Invesco’s share price has been choppy in the short term, with a 7.31% 1 month share price decline, but supported by an 11.52% 3 month share price return and a 49.90% 1 year total shareholder return that point to momentum building over a longer...
NasdaqGS:DOX
NasdaqGS:DOXIT

Amdocs (DOX) Is Down 5.6% After CEO Transition, AI Push and Capital Return Moves - What's Changed

Amdocs recently reported first-quarter fiscal 2026 results showing revenue of US$1.16 billion and GAAP diluted EPS of US$1.45, updated its full-year 2026 guidance, announced a new quarterly dividend of US$0.569 per share, and completed a share repurchase of about 1.98 million shares for US$159.6 million. The company also confirmed a planned CEO transition to Shimie Hortig by March 31, 2026, while pushing further into AI-powered telecom software and expanding relationships with major...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

A Look At Upwork (UPWK) Valuation After Guidance Miss And Weak Client Trends

Upwork (UPWK) is back in focus after the stock dropped around 19% on first quarter 2026 guidance that missed analyst revenue expectations, alongside year over year declines in active clients and Gross Services Volume. See our latest analysis for Upwork. The weak guidance and client trends have come on top of already soft momentum, with a 7 day share price return of 26.43% decline, a 30 day share price return of 35.26% decline, and a 1 year total shareholder return of 20.81% decline, while the...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Can Opendoor (OPEN)ʼs AI Pivot Reframe Persistent Losses Into a Credible Turnaround Story?

In recent days, Opendoor Technologies has faced renewed scrutiny as investors focus on its ongoing losses, debt load, and a challenged iBuyer housing backdrop, ahead of its 19 February earnings release. At the same time, the company is reshaping its model under new leadership by leaning heavily on artificial intelligence to sharpen pricing, cut costs, and expand products such as nationwide offers and escrow automation. We’ll now examine how this AI-focused turnaround effort, ahead of the...
NYSE:CUBE
NYSE:CUBESpecialized REITs

Does CubeSmart’s CBRE Storage Venture and Higher Leverage Change The Bull Case For CUBE?

In early February 2026, CubeSmart and CBRE Investment Management acquired a self-storage facility in Phoenix, Arizona as the first asset in a US$250 million self-storage venture focused on core, core-plus, and value-add opportunities in high-growth U.S. markets, with CubeSmart managing the properties. At the same time, CubeSmart’s higher debt levels from a recent US$450 million unsecured note issuance and slower 2% dividend growth have sharpened investor attention on how the company is...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

The Bull Case For Incyte (INCY) Could Change Following Mixed 2025 Results And Cautious 2026 Outlook

Incyte reported its fourth-quarter and full-year 2025 results on 10 February 2026, with revenue rising to US$1.51 billion for the quarter and US$5.14 billion for the year, alongside higher net income and earnings per share. At the same time, the company issued cautious 2026 product revenue guidance of US$4.77 billion to US$4.94 billion and faced pressure from higher expenses and concern about its dependence on Jakafi as patent expirations approach. We will now examine how Incyte’s strong...
NasdaqGS:SBRA
NasdaqGS:SBRAHealth Care REITs

Why Sabra Health Care REIT (SBRA) Is Up 5.6% After 2025 Results And 2026 Earnings Guidance

Sabra Health Care REIT, Inc. has released its fourth-quarter and full-year 2025 results, reporting full-year revenue of US$774.63 million and net income of US$155.61 million, alongside 2026 earnings guidance of US$0.60–US$0.64 in net income per diluted share. While quarterly net income and earnings per share eased year on year, the company grew full-year revenue and net income and maintained a quarterly dividend of US$0.30 per share, highlighting a focus on income generation for...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

A Look At Amkor Technology (AMKR) Valuation After Recent Share Price Swings

Amkor Technology (AMKR) has attracted investors’ attention after recent share price swings, with the stock showing a mix of short term pullbacks and stronger performance over the past 3 months and year. See our latest analysis for Amkor Technology. The latest 1 day share price return of 8.15% sits against a 7 day share price return of 16.53% and a 90 day share price return of 62.85%, while the 1 year total shareholder return of 135.8% points to strong longer term momentum building from a much...
NYSE:GNRC
NYSE:GNRCElectrical

Generac Holdings Q4 Loss And Margin Compression Test High P/E Growth Narrative

Generac Holdings (GNRC) closed out FY 2025 with Q4 revenue of US$1.1b and a basic EPS loss of US$0.42, as net income excluding extra items came in at a loss of US$24.5m, setting a cautious tone around profitability. The company has seen quarterly revenue move from US$1.23b in Q4 2024 to US$1.1b in Q4 2025, while basic EPS shifted from US$2.18 a year ago to a loss of US$0.42, and trailing 12 month EPS eased from US$5.46 in Q4 2024 to US$2.73 in Q4 2025, which leaves investors weighing softer...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Rehires Tech IPO Veteran As Investors Weigh SpaceX Upside

Morgan Stanley (NYSE:MS) has rehired veteran banker Michael Grimes as chairman of investment banking. Grimes will focus on large technology IPOs, including positioning the bank for a possible role if SpaceX pursues an offering after its merger with xAI. Morgan Stanley is a global financial services firm with a major presence in advisory, capital markets and wealth management. Bringing Grimes back into a senior investment banking role aligns the franchise more closely with large scale...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

The Bull Case For QUALCOMM (QCOM) Could Change Following Soft Guidance Amid Memory Crunch And Strategy Shift

In early February 2026, Qualcomm reported first-quarter revenue of US$12.25 billion and net income of US$3.00 billion, issued softer second-quarter revenue guidance of US$10.20 billion to US$11.00 billion, completed a large share buyback tranche, and appointed longtime semiconductor analyst Brett Simpson as senior vice president of Investor Relations. These updates highlight how a worsening global memory chip shortage is weighing on Qualcomm’s handset outlook just as it invests to expand in...
NYSE:APH
NYSE:APHElectronic

Is It Too Late To Consider Amphenol (APH) After The CommScope CCS Acquisition Deal?

If you are wondering whether Amphenol is priced attractively after its strong run, this article walks through what the latest numbers may be saying about the stock's value. The share price last closed at US$143.73, with returns of 12.6% over 7 days, a 3.5% decline over 30 days, 2.9% year to date and 108.8% over 1 year, plus a very large 3 year and 5 year return. All of these figures can feed into how investors think about upside and risk today. Recent company news has continued to focus...
NYSE:AROC
NYSE:AROCEnergy Services

Could Archrock’s Upbeat Earnings Outlook Recast Its Compression Strategy Narrative for Investors (AROC)?

Archrock’s upcoming February 24, 2026 earnings report, now in the past, drew attention as analysts projected a 14.29% EPS increase and a 15.39% revenue rise, alongside a Zacks Rank #1 (Strong Buy) rating. With valuation metrics suggesting Archrock was trading at a discount to its industry ahead of that report, the company’s stronger earnings outlook and analyst optimism highlighted a potential reappraisal of its longer-term compression-focused business model. Now we’ll examine how this...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Is It Time To Revisit Alnylam Pharmaceuticals (ALNY) After The Recent Share Price Pullback?

If you are wondering whether Alnylam Pharmaceuticals at around US$308 per share still offers value, you are not alone. This article focuses squarely on what that price could mean for long term investors. The stock has seen a 6.9% decline over the last 7 days and a 16.6% decline over the last 30 days, even though the 1 year and 5 year returns of 16.5% and 105.3% show a very different picture over longer periods. These moves sit against a backdrop of ongoing interest in RNA interference...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR) Valuation Check After Results Miss, Segment Reorg, Analyst Upgrades And New Bond Deal

Cencora (COR) is back in focus after a busy stretch, with quarterly results, a new segment structure, fresh bond issuance and a cluster of analyst rating changes all landing at once. See our latest analysis for Cencora. At a share price of $351.06, Cencora has recently seen a 4.0% one day decline and a softer 90 day share price return of a 3.01% decline. Its 1 year total shareholder return of 44.92% and 5 year total shareholder return of 251.63% indicate that longer term momentum has been...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Hesai Group (HSAI) Is Up 6.1% After Exclusive Grab Lidar Distribution Deal In Southeast Asia

In early February 2026, Hesai Technology announced a partnership making Grab the exclusive distributor of its lidar products across Southeast Asia, with Grab handling sales, customer support, and marketing for applications ranging from robotics to autonomous systems. This collaboration links Hesai’s lidar hardware leadership with Grab’s extensive regional network, potentially accelerating access to Physical and Embodied AI tools in Southeast Asia’s complex urban environments. Next, we’ll...
NYSE:IDT
NYSE:IDTTelecom

Assessing IDT (IDT) Valuation After Retail Strength And BOSS Money Tax Tailwind

IDT (IDT) is back on investor radars after fresh data on its National Retail Solutions segment and new U.S. remittance tax rules highlighted potential implications for both its retail and BOSS Money businesses. See our latest analysis for IDT. Despite the strong same store sales data from NRS and the potential boost to BOSS Money from the new remittance tax, IDT’s recent share price momentum has been soft, with a 30 day share price return of 6.43% decline and a year to date share price return...