U.S. Transportation Stock News

Earlier this month, TransUnion introduced major enhancements to its Device Risk solution, adding cross-session device identification, adaptive machine learning, and advanced anomaly detection to help businesses combat increasingly sophisticated fraud that costs companies an average of 7.7% of annual revenue, or about US$534.00 billion. By fusing thousands of real-time device and behavioral signals with continuously learning models and optional integration with its IP Intelligence database...

Hamilton Insurance Group (NYSE:HG) is stepping into the spotlight ahead of its UBS Global Specialty Insurance and Reinsurance Virtual Conference appearance on December 16, with investors watching how management frames its growth and capital discipline story. See our latest analysis for Hamilton Insurance Group. With the stock closing at $28.37 and a strong 90 day share price return of 15.47 percent, momentum looks to be building as investors price in Hamilton’s disciplined growth story,...

Wondering if DICK'S Sporting Goods is still a buy after its huge multi year run, or if most of the upside is already priced in? You are not alone, and this is exactly what we are going to unpack. The stock has pulled back slightly over the last week, down 0.3%, but is still up 104.6% over three years and 328.7% over five years, which naturally raises the question of how much of that growth is justified by fundamentals. Recent headlines have focused on the company expanding its experiential...

Earlier this week, Compass announced that the Wendy Walker Fine Properties team has joined the brokerage, strengthening its foothold in the Scottsdale luxury real estate market after the team left its prior firm amid leadership changes. The move highlights Compass’ continued focus on recruiting high-end agents who value its nationwide network and technology platform to support luxury transactions. Next, we’ll examine how adding a prominent Scottsdale luxury team could influence Compass’...

PPL (PPL) is back in focus after severe storms knocked out power to tens of thousands of customers, just as the utility seeks a sizable rate increase to fund grid upgrades and bolster long term reliability. See our latest analysis for PPL. Against that backdrop, investors have seen a steady, if unspectacular, climb, with PPL’s share price at $34.68 and a solid year to date share price return alongside a multi year total shareholder return that signals momentum is still broadly constructive...

In December 2025, Datavault AI Inc. was added to the S&P Semiconductors Select Industry Index and featured as a commercial sponsor on the nationally broadcast “New to The Street” business program on Bloomberg Television, which included in-depth executive interviews on its data and AI technology strategy. This combination of index inclusion and prime-time media exposure increased Datavault AI’s visibility with institutional investors and a broader investing public, potentially reshaping how...

Keysight Technologies (KEYS) just put two big flags in the ground: a five year quantum computing research pact in Singapore and new AI assistants for its design software, and the stock is responding. See our latest analysis for Keysight Technologies. Those quantum and AI moves come after a steady run higher, with the latest share price at $203.71 and a robust year to date share price return of 26.65 percent. The five year total shareholder return of 54.54 percent suggests longer term momentum...

Earlier this month, Monolithic Power Systems announced a fourth-quarter cash dividend of US$1.56 per share, payable on January 15, 2026, to shareholders of record as of December 31, 2025. More recently, the company was added to the NASDAQ-100 Index, a move that can increase its visibility and attract additional institutional ownership. Next, we’ll explore how Monolithic Power Systems’ inclusion in the NASDAQ-100 could influence its AI-focused investment narrative and growth assumptions. The...

Recently, O-I Glass, Inc. recorded a golden cross as its 50-day simple moving average moved above its 200-day average, coinciding with several upward earnings estimate revisions and no cuts over the past 60 days. This alignment of improving earnings expectations with a bullish technical signal suggests investor confidence in O-I Glass’s ability to execute on its current plans. Now, we’ll examine how this combination of a golden cross and stronger earnings outlook might reshape O-I Glass’s...

KeyCorp (KEY) has quietly delivered a solid stretch of gains, with the stock up about 19% over the past month and 13% in the past 3 months, outpacing many regional banking peers. See our latest analysis for KeyCorp. Zooming out, that strong 1 month share price return sits on top of a 24.9% year to date share price gain and a 1 year total shareholder return of about 29%, suggesting momentum is still building as investors reassess regional bank risk and growth potential. If KeyCorp's run has...

In recent days, Constellation Brands highlighted that while sales have been pressured by asset sales, tariffs, and softer demand, its portfolio of beer brands such as Corona, Modelo, and Pacifico continues to generate strong free cash flow that supports dividends and long-term investment plans. At the same time, contrasting analyst views on its growth prospects and new AI-designed trading strategies have drawn attention to how resilient cash generation and product expansion might offset...

Peabody Energy (BTU) just gave investors a long runway on leadership clarity by extending CEO James Grech’s tenure through May 2028, then shifting him into an advisory role until 2030. See our latest analysis for Peabody Energy. That commitment to leadership stability comes as investors have already been rewarding Peabody, with a year to date share price return of 47.17 percent and a one year total shareholder return of 53.74 percent, signaling building momentum rather than a late cycle...

On December 9, 2025, IQVIA Holdings Inc. amended its Fifth Amended and Restated Credit Agreement to refinance multiple term and revolving loan facilities, reduce interest on certain US dollar borrowings by removing the term SOFR credit spread adjustment, and release its Swiss and Japanese entities as borrowers. This refinancing and rate reduction signals a focus on optimizing IQVIA’s capital structure and interest costs, potentially supporting future financial flexibility and funding...

Innovative Industrial Properties, Inc. has declared past fourth-quarter 2025 dividends of US$1.90 per common share and US$0.5625 per 9.00% Series A Cumulative Redeemable Preferred share, payable on January 15, 2026 to shareholders of record on December 31, 2025. These payouts, which bring total common dividends since 2016 to US$1.10 billions, highlight the REIT’s ongoing emphasis on returning cash to investors even as its cannabis-focused portfolio faces industry headwinds. We’ll now examine...

On December 16, 2025, Bank of America raised its outlook on Analog Devices while CEO Vincent Roche emphasized record R&D spending and strength across industrial, aerospace, defense, and automotive markets. This combination of a more optimistic Wall Street view and management’s focus on AI-driven, high-value applications underscores how central Analog Devices has become to upgrading next-generation infrastructure. Next, we’ll examine how this emphasis on record R&D to support a long AI...

Earlier in December 2025, Alumis Inc. was added to the S&P Pharmaceuticals Select Industry Index, reflecting its inclusion among a broader group of U.S.-listed drug makers tracked by this benchmark. This index inclusion, alongside consistently positive analyst views from firms such as HC Wainwright & Co. and Wells Fargo, enhances Alumis' visibility with institutional investors and benchmarked funds. Next, we’ll examine how Alumis’ index inclusion shapes its investment narrative, particularly...

ONEOK (OKE) just saw its short interest jump roughly 15%, with about 3% of its float now sold short. This is a clear sign that some traders are leaning more cautiously on the stock. See our latest analysis for ONEOK. That shift in sentiment comes after a choppy stretch, with the latest share price at $72.82 and a year to date share price return firmly negative, even as the five year total shareholder return of 153.73% shows the longer term story is still intact. If this kind of shifting...

VEON recently announced that its subsidiary Beeline Kazakhstan completed a pioneering field test in 2025, successfully routing voice calls and messages from standard 4G smartphones via Starlink Direct to Cell satellites, while Mobilink Microfinance Bank in Pakistan launched Islamic banking operations to expand Shariah-compliant financial services. Together, these moves highlight VEON’s push to blend satellite and terrestrial networks for wider connectivity while broadening its...

Meta Platforms (META) has climbed about 11% over the past month, even after a roughly 12% slide in the past 3 months, leaving investors debating whether this rebound still has room to run. See our latest analysis for Meta Platforms. Those gains come after a choppy year, with the share price now at $661.5 and a solid year to date share price return alongside a powerful three year total shareholder return that suggests underlying momentum is still intact. If Meta’s move has you thinking about...

Shake Shack (SHAK) is back in focus after a wave of analyst attention, ranging from JPMorgan’s upgrade to fresh commentary on its shift toward a faster quick service style model and its sensitivity to beef prices. See our latest analysis for Shake Shack. The share price has slid to about $83.53, with a notably weak year to date share price return. However, the three year total shareholder return remains strongly positive, suggesting long term momentum and conviction are not fully broken. If...

Gevo (GEVO) just kicked off a carefully managed leadership handoff, with Dr. Paul Bloom stepping in as President and director while long serving CEO Dr. Patrick Gruber moves into the Executive Chair role. See our latest analysis for Gevo. The leadership reshuffle lands as Gevo’s 1 month share price return of 12.37 percent and 3 month gain of 5.83 percent hint at improving sentiment, even though year to date share price performance is still negative, while the 1 year total shareholder return...

Hycroft Mining Holding (HYMC) just dropped a detailed update on its 2025 to 2026 exploration program in Nevada, with new high grade silver hits at Vortex and Brimstone that could reshape future mine plans. See our latest analysis for Hycroft Mining Holding. The market has taken notice, with Hycroft Mining Holding’s share price returning 155.42 percent over the past month and a huge 975.44 percent year to date. The one year total shareholder return of 1107.88 percent shows momentum has sharply...

Service Corporation International (SCI) is back in focus after fresh data underscored two years of disappointing funeral service volumes, weak free cash flow, and falling returns on capital, all of which pressure its ability to fund growth or support shareholder payouts. See our latest analysis for Service Corporation International. Despite these operational headwinds, SCI's share price has held at about $78.73, with a modest year to date share price return. Its five year total shareholder...

Olema Pharmaceuticals (OLMA) just earned a spot in the S&P Biotechnology Select Industry Index, a milestone that can quietly reshape its shareholder base as index funds and biotech-focused investors take a closer look. See our latest analysis for Olema Pharmaceuticals. That index inclusion caps a wild run for Olema, with the share price at $28.18 after a 30 day share price return of 21.62 percent and a 90 day surge of 220.59 percent. The 1 year total shareholder return of 347.30 percent hints...