U.S. Transportation Stock News

In late January 2026, Renasant Corporation reported fourth-quarter 2025 results showing revenue and adjusted earnings per share ahead of analyst expectations, supported by successful integration of its merger with The First and higher net loan charge-offs of US$9,109,000 versus US$1,722,000 a year earlier. The company also completed a share repurchase of 384,952 shares for US$13.2 million, underscoring active capital management alongside its focus on cost efficiencies and organic...

Recent performance context for AMETEK (AME) With no single headline event driving attention today, AMETEK (AME) has still drawn investor interest after a month that included a 9.1% return and a past 3 months gain of 10.8%. Those moves come alongside reported annual revenue of US$7.16b and net income of US$1.47b, giving investors concrete numbers to weigh against the recent share price of US$223.98. See our latest analysis for AMETEK. AMETEK’s recent 9.1% 1 month share price return and 10.8% 3...

In recent days, Unity Software has attracted attention as analysts projected strong earnings growth, including an expected EPS of $0.20 for the current quarter and higher revenue estimates for the coming years. Investors are also focusing on Unity’s dual Create and Grow Solutions, which position the platform at the intersection of real-time content creation and monetization. Next, we’ll examine how expectations of stronger earnings could shape Unity Software’s investment narrative for...

NVIDIA agreed to invest US$2b in CoreWeave (NasdaqGS:CRWV), deepening an existing partnership focused on AI infrastructure. The new equity stake is paired with an expanded commercial relationship involving access to NVIDIA GPUs for large scale AI workloads. At the same time, CoreWeave faces multiple securities class action lawsuits alleging it misled investors about its infrastructure capabilities and related risks. CoreWeave operates large scale cloud infrastructure designed for AI...

Without a specific news catalyst, interest in CSW Industrials (CSW) centers on how its recent share performance and latest financial figures might fit into a longer term view for investors watching industrial product suppliers. See our latest analysis for CSW Industrials. The recent 7 day share price return of 15.51% decline and 30 day share price return of 8.02% decline contrast with a 90 day share price return of 7.81% gain and a 3 year total shareholder return of 93.29%. Together, these...

Why the FTC action around Express Scripts matters for Cigna Group (CI) The recent FTC settlement pause involving Express Scripts has put Cigna Group (CI) back in focus, highlighting how its Evernorth health services and Pharmacy Benefit Manager platform rely on fee-based revenue rather than membership growth. For you as an investor, the key question is how this regulatory development interacts with Cigna’s stated emphasis on profitability, earnings stability and health services, especially...

John Wiley & Sons has recently reported ongoing end-market pressures, with sales declining about 2.2% annually over five years and free cash flow margins compressing. An important implication is that the company appears to be consuming more capital just to stay competitive, raising questions about its longer-term growth potential. Next, we will examine how this need for increased capital spending to offset weak demand shapes John Wiley & Sons’ investment narrative. The end of cancer? These...

LendingClub Corporation recently reported fourth-quarter 2025 net income of US$41.55 million and full-year net income of US$135.68 million, alongside 2026 diluted EPS guidance of US$0.34–US$0.39 for the first quarter and US$1.65–US$1.80 for the full year. The company paired this earnings and guidance update with lower quarterly net charge-offs, a completed US$11.9 million buyback, leadership transitions, and a shift toward fair value accounting that changes how its growing loan book is...

If you are wondering whether Scorpio Tankers is still fairly priced after a strong run, this article walks through what the current share price could imply about value. The stock last closed at US$63.62, with returns of 8.7% over 7 days, 25.2% over 30 days, 28.0% year to date, and 38.5% over 1 year. This naturally raises questions about how much of the story is already reflected in the price. Recent news around product tanker market conditions, fleet supply and demand, and refined product...

Janus Henderson Group (NYSE:JHG) has just posted its FY 2025 third quarter numbers, with revenue of US$700.4 million and basic EPS of US$0.92. This is set against trailing 12 month revenue of US$2.66 billion and EPS of US$3.41 that also reflect a 31.2% year over year earnings increase and a net profit margin of 19.6% versus 17.1% in the prior year. Over recent quarters, revenue has ranged from US$588.4 million in Q2 2024 to US$708.3 million in Q4 2024, while basic EPS has moved between...

McEwen (NYSE:MUX) has entered into a definitive agreement to acquire Golden Lake Exploration. The deal adds Golden Lake's projects adjacent to McEwen's Gold Bar Mine Complex in the Eureka Mining District in Nevada. The transaction is intended to consolidate McEwen's position around its existing operations at the Gold Bar Mine. For you as an investor, this move comes after a sharp share price run, with McEwen at $24.15 and up 193.1% over the past year and 286.4% over 3 years. The stock is...

Old Second Bancorp (OSBC) has drawn fresh attention after its board approved a share repurchase program of up to US$43.9 million, alongside fourth quarter results that exceeded earnings expectations and highlighted its recent operating performance. See our latest analysis for Old Second Bancorp. At a share price of US$19.84, Old Second Bancorp’s short term share price returns have been relatively steady. Its 1 year total shareholder return of 7.14% and 5 year total shareholder return of...

Ultra Clean Holdings, Inc. announced that Harjinder Bajwa departed the company on January 25, 2026, and that semiconductor industry veteran Robert Wunar will become Chief Operating Officer on March 23, 2026. Wunar’s long-running operations and supply chain leadership at Applied Materials, spanning global manufacturing and cycle-time reduction, directly aligns with Ultra Clean Holdings’ complex semiconductor equipment manufacturing footprint. We’ll now examine how Wunar’s extensive supply...

Victoria's Secret (NYSE:VSCO) is in the middle of a brand recovery under new management. The company is bringing back its iconic fashion show as part of a broader repositioning of the brand. Hedge fund Greenlight Capital has highlighted these changes, drawing fresh institutional attention to Victoria's Secret. Victoria's Secret sits at the intersection of intimates, lingerie, and beauty, areas where brand perception and customer loyalty carry a lot of weight. After a period of reputational...

Why Korn Ferry is on investors’ radar today Korn Ferry (KFY) is drawing fresh attention after recent share price moves, with the stock last closing at $69.47. This has prompted investors to reassess its valuation and business profile. See our latest analysis for Korn Ferry. The recent 1 day share price return of 3.30% at $69.47 sits on top of a steadier trend, with a 30 day share price return of 5.23% and a 1 year total shareholder return of 0.93%. This suggests momentum has been gradually...

Check Point Software Technologies (CHKP) has drawn fresh attention after agreeing to secure Hendrick Motorsports’ growing digital operations, while also taking associate sponsorship of the No. 17 Chevrolet in the 2026 NASCAR O’Reilly Series. See our latest analysis for Check Point Software Technologies. These Hendrick Motorsports and AI-era security launches have arrived during a softer patch for the stock, with a 90 day share price return of an 8.26% decline and a 1 year total shareholder...

In recent days, XPO has drawn attention as institutional investors sold deeply out-of-the-money put options ahead of its Q4 2025 earnings, while the company’s North American Less-Than-Truckload business continued to gain share with firm pricing despite a soft freight backdrop. Alongside this, XPO announced that two of its drivers were selected as Captains for the 2026–2027 America’s Road Team, underscoring the company’s emphasis on safety, leadership, and industry advocacy. With this...

Magyar Bancorp (MGYR) has just wrapped up Q1 2026 with Q4 2025 numbers that show total revenue of US$9.0 million and basic EPS of US$0.41, backed by net income of US$2.5 million. Over the past year, the bank has seen revenue range between US$7.2 million and US$9.3 million per quarter while EPS moved between roughly US$0.27 and US$0.43, with trailing 12 month EPS reported at about US$1.57. With a trailing net profit margin of 27.7% compared with 24.7% a year earlier, the latest results keep...

Robert Half Inc. has reported fourth-quarter 2025 results, with net income of US$31.76 million and diluted earnings per share of US$0.32 from continuing operations, both lower than a year ago but ahead of analyst expectations. Management highlighted the first positive sequential growth in talent solutions and enterprise revenues on a same-day constant currency basis in over three years, underpinned by ongoing investment in AI-powered platforms and recent senior leadership promotions in data...

Cohen & Steers (CNS) has drawn fresh attention after recent share performance diverged between shorter and longer timeframes, with a modest gain over the past month contrasting with weaker moves across the past 3 months and year. See our latest analysis for Cohen & Steers. At a latest share price of US$64.26, Cohen & Steers has paired a 30 day share price return of 2.36% with a year long total shareholder return decline of 25.10%. This suggests recent momentum is still trying to recover from...

In recent days, IREN has been in focus as it accelerates a pivot from bitcoin mining toward AI-focused data center services, underpinned by a long-term US$9.70 billion cloud capacity agreement with Microsoft. This shift, reinforced by Anthropic’s very large funding round and rising demand for high-performance computing, is recasting IREN as a key AI infrastructure partner rather than a pure crypto miner. We’ll now examine how this Microsoft-backed AI infrastructure expansion is reshaping...

Why Enpro is on investors’ radar today Enpro (NPO) has attracted fresh attention after recent trading, with the stock last closing at $238.78. Investors are weighing this price against the company’s financial profile and recent return pattern. See our latest analysis for Enpro. While Enpro’s share price slipped 0.5% in the last session, the 11.5% 1 month share price return and 8.9% year to date share price return sit alongside a 29.4% 1 year total shareholder return and 233.5% 5 year total...

Brookfield Infrastructure (NYSE:BIPC) has just posted another quarter of mixed results, with Q3 FY 2025 revenue of US$917 million, basic EPS of US$0.69 and net income of US$82 million, set against a trailing twelve month loss of US$156 million on revenue of US$3.7 billion and basic EPS of US$1.31 loss. Over recent quarters, revenue has hovered in a tight band between US$866 million and US$944 million, while basic EPS has swung from a loss of US$6.83 in Q3 FY 2024 to a profit of US$3.27 in Q1...

Schrödinger (SDGR) is back in focus as its physics based computational platform, high profile collaborations including Novartis Pharma AG, and favorable analyst endorsements draw fresh attention from investors following recent coverage. See our latest analysis for Schrödinger. Despite the recent attention around its platform and collaborations, Schrödinger’s share price has come under pressure, with a 7 day share price return of 14.92% and a 30 day share price return of 21.87%, contributing...