U.S. Transportation Stock News

Okta (OKTA) just delivered an earnings double punch, topping expectations for its third quarter and then raising revenue guidance for both the coming quarter and fiscal 2026, giving investors fresh numbers to reassess the stock. See our latest analysis for Okta. The upbeat guidance has helped extend Okta’s positive run, with a roughly mid teens year to date share price return and a solid multi year total shareholder return. This signals gradually improving sentiment rather than a speculative...

Fastenal (FAST) has quietly outperformed many industrial names this year, up about 17% year to date despite a roughly 12% slide over the past 3 months. This has left investors reassessing its positioning. See our latest analysis for Fastenal. At a share price of $41.75, Fastenal’s recent pullback sits against a solid backdrop, with a year to date share price return of 17.42% and a three year total shareholder return of 87.65%. This suggests longer term momentum remains constructive even as...

YouTube has already begun allowing eligible US creators to receive their payouts in PayPal’s PYUSD stablecoin, extending PayPal’s crypto-enabled payout infrastructure onto one of the world’s largest creator platforms. This move materially broadens PYUSD’s real-world use cases and visibility, potentially deepening engagement across PayPal’s wider digital payments ecosystem as creators experiment with faster, flexible, on-chain payouts. We’ll now examine how YouTube’s PYUSD integration, and...

Helmerich & Payne (HP) just laid out its next chapter, with longtime CEO John Lindsay set to retire in March 2026 and President Trey Adams stepping up, a transition investors cannot ignore. See our latest analysis for Helmerich & Payne. The leadership handoff lands as momentum has picked up again, with a roughly mid teens 1 month share price return and a strong 90 day share price return. However, the 1 year total shareholder return remains modest and longer term gains are more muted,...

Caterpillar (CAT) has quietly turned into one of 2025’s standout Dow names, and the catalyst is not just more bulldozers. Its stock run is being powered by old school infrastructure and new AI infrastructure demand. See our latest analysis for Caterpillar. That surge is showing up clearly in the chart, with a roughly 10% 1 month share price return and a powerful year to date share price return of about 74 percent adding to an impressive 5 year total shareholder return near 284 percent. At the...

Xencor (XNCR) just secured a new U.S. patent that effectively adds about three extra years to its Ultomiris royalty stream, a material boost that could help smooth funding for its antibody pipeline. See our latest analysis for Xencor. The new patent lands after a volatile stretch for Xencor, with the share price now at $17.06 and a powerful 90 day share price return of 98.37 percent contrasting with a weak 1 year total shareholder return of negative 31.10 percent. This suggests momentum is...

BJ’s Wholesale Club has recently opened three new warehouse clubs in Springfield, Massachusetts, Sumter, South Carolina, and Casselberry, Florida, each with on-site gas stations and a full suite of in‑club and digital shopping options. This expansion includes BJ’s first new Massachusetts location in thirteen years, underscoring the company’s renewed push to grow its membership footprint and recurring revenue base. Next, we’ll examine how this latest wave of club openings, especially the...

Marvell Technology (MRVL) has suddenly become a battleground stock after reports suggested it might lose key custom chip programs with Amazon Web Services and Microsoft, only for CEO Matt Murphy to firmly push back. See our latest analysis for Marvell Technology. The stock is still working through that drama in the charts, with a recent pullback giving way to choppy trading around $89.43 as investors weigh stellar Q3 results, Celestial AI deal plans and ongoing AI infrastructure wins against...

Earlier this month, Omnicom Group Inc. completed a US$2.76 billion exchange of assumed Interpublic senior notes into new Omnicom unsecured senior notes, while also appointing Kartik Sharma as CEO of Omnicom Media India, supported by Amardeep Singh as COO and Shashi Sinha as strategic advisor. By consolidating Interpublic’s debt under a single Omnicom indenture and tightening governance terms, the group is reshaping its capital structure just as it refreshes leadership in a key growth market...

Boston Beer Company (SAM) is leaning into the holidays with a limited edition Twisted Tea Twistmas Stocking, a nine pack dispenser designed to support seasonal sales and refresh sentiment around the stock. See our latest analysis for Boston Beer Company. The holiday themed Twisted Tea launch lands at a tricky time for investors, with the share price down sharply on a year to date basis and the 1 year total shareholder return also deeply negative. This suggests sentiment is still rebuilding...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

StoneCo (NasdaqGS:STNE) just reached a proposed settlement in its long running U.S. securities class action, a legal overhang that has loomed even as the Brazilian fintech story gained real traction. See our latest analysis for StoneCo. The proposed settlement lands after a powerful run, with the year to date share price return near 88% but more recent 30 day and 90 day share price returns turning negative, suggesting momentum is pausing as the market reassesses risk and growth. If this legal...

Why legal headlines around Grasberg are suddenly front and center Freeport-McMoRan (FCX) is back in the spotlight as a series of class action lawsuits zeroes in on alleged safety misrepresentations at its Grasberg Block Cave mine and the stock reaction that followed. See our latest analysis for Freeport-McMoRan. Despite the legal overhang, investors have been leaning back into the stock. A 17.1% 1 month share price return has helped push year to date share price gains higher, while multi year...

If you are wondering whether Spotify Technology is still worth considering after its big run, or if the easy money has already been made, you are in the right place to unpack what the current share price really implies. The stock just closed around $598.87 and has surged 30.8% year to date and 727.6% over three years, even though it has dipped 6.4% over the last month and bounced 6.8% in the past week. Those swings are happening as investors digest Spotify's push into profitability, its...

Bain Capital’s latest move to offload another sizeable block of Coherent (COHR) shares through a Goldman Sachs led secondary offering has investors double checking their thesis on the stock and the message behind this selling. See our latest analysis for Coherent. Despite Bain’s ongoing selldown, traders have largely leaned into Coherent’s AI and datacenter story. The stock is now at a share price of $198.5 after a powerful 90 day share price return of 92.74 percent and a standout 3 year...

Arlo Technologies (ARLO) has quietly turned into an interesting story for long term investors, with the stock up about 32% this year despite a weaker past 3 months and some recent consolidation. See our latest analysis for Arlo Technologies. The recent pullback, including a 30 day share price return of minus 6.36 percent and a 90 day share price return of minus 17.21 percent from around 14.43 dollars, looks more like cooling momentum than a broken long term story, given the 3 year total...

Adobe (ADBE) just closed out FY 2025 with Q4 revenue of $6.2 billion and basic EPS of $4.45, capping a year in which trailing twelve month revenue reached $23.8 billion and EPS came in at $16.74 alongside 28.3% earnings growth and a 30% net margin. Over the past few quarters, the company has seen revenue move from $5.6 billion in Q4 2024 to $6.2 billion in Q4 2025, while quarterly EPS stepped up from $3.82 to $4.45, setting the stage for investors to weigh solid profitability against more...

If you are wondering whether Pfizer is quietly setting up to be a value play rather than just a defensive healthcare name, you are not alone, and the recent numbers give us plenty to unpack. Despite a tough few years, with the stock still down about 42.8% over three years and 13.4% over five, it has started to stabilize. It has posted a modest 0.4% gain over the last week, 1.1% over the last month, and a 9.1% rise over the past year, even though it remains down 3.0% year to date. Recent news...

Bath & Body Works (BBWI) just put investors through a rough quarter, missing earnings, trimming its full year outlook, and sending the stock into a sharp slide that has value hunters paying closer attention. See our latest analysis for Bath & Body Works. Those shaky results land on top of a tough stretch, with the share price at $19.94 and a year to date share price return of about negative 47 percent. The one year total shareholder return of roughly negative 45 percent shows how prolonged...

Many investors are wondering if FactSet Research Systems is a bargain or a value trap at around $291 a share. With the recent slide in the share price, they are trying to figure out whether expectations have finally reset to a sensible level. Over the last week the stock is up 4.5%, adding to a 7.4% gain over the past month. However, this comes against a backdrop of a steep drawdown, with shares down 38.8% year to date and 39.6% over the last year. Investors have been digesting a mixed macro...

If you have been wondering whether Badger Meter is still worth the price tag at around $182 per share, you are not alone. This article is designed to unpack that question clearly. The stock is down about 20.3% over the past year and 13.8% year to date, even though it is still up 65.2% over three years and 112.2% over five years. This combination often signals shifting expectations rather than a broken business. Recent attention on smart water infrastructure, sustainability initiatives, and...

Wondering if Lowe's Companies at around $248 a share is a bargain or just fairly priced? Here is a closer look at what the numbers say about where value might be hiding. The stock has inched up about 0.8% over the last week and 5.4% over the past month, but is roughly flat year to date and still about 4.0% lower than a year ago, even after gaining 26.6% over three years and 66.3% over five. Those moves come as investors continue to weigh the long term demand for home improvement against...

Alaska Air Group has launched ticket sales for a new year-round, nonstop Seattle–London Heathrow route on Boeing 787-9 aircraft starting May 21, 2026, while also cutting its fourth-quarter 2025 earnings guidance due to IT outages, government shutdown-related disruptions, and higher fuel costs. These developments highlight how Alaska Air is simultaneously pursuing long-haul international growth from its Seattle hub and confronting operational and legal challenges, including an investor...

Donaldson Company (DCI) just delivered another upside surprise, pairing record quarterly sales and earnings with a guidance bump that signals management sees this momentum carrying into 2026, not just flashing temporarily. See our latest analysis for Donaldson Company. The latest beat and guidance hike build on a strong run, with a roughly 38% year to date share price return and five year total shareholder return of about 77% pointing to steadily building momentum as investors re-rate its...