U.S. Transportation Stock News

NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Is It Too Late To Consider Construction Partners (ROAD) After A 73% One Year Surge

If you are wondering whether Construction Partners is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock last closed at US$133.93, with returns of 5.4% over 7 days, 17.8% over 30 days, 19.4% year to date and 72.6% over 1 year. The 3 year return is very large and the 5 year return is also very large. Recent attention around Construction Partners has focused on its role as a road construction and...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is BWXT’s New Digital Center And CDO Appointment Rewiring Its Nuclear Defense Investment Story (BWXT)?

BWX Technologies recently opened an 11,600-square-foot Digital Center in Melbourne, Florida and appointed Kurt Bender as senior vice president and chief digital officer to lead its integrated digital strategy across operations in the U.S., Canada and the U.K. Together with plans for a new high purity depleted uranium plant in Tennessee, these moves highlight BWXT’s push to deepen its role in nuclear defense while embedding AI, automation and cybersecurity across its operations. We’ll now...
NYSE:CURB
NYSE:CURBRetail REITs

Curbline Properties (CURB) Valuation Check After 8 Million Share Public Offering For Growth And Debt Repayment

Curbline Properties (CURB) has moved ahead with an underwritten public offering of 8,000,000 common shares, working with Morgan Stanley and BofA Securities to raise capital for general corporate uses, including property acquisitions and debt repayment. See our latest analysis for Curbline Properties. At a share price of $26.20, Curbline’s short term share price return of 3.3% over the last day and 9.2% over the past month sits within a broader year to date share price return of 13.3% and a 1...
NYSE:MOD
NYSE:MODBuilding

Assessing Modine Manufacturing (MOD) Valuation After Strong Recent Share Price Momentum

What Modine Manufacturing’s recent share performance means for investors Modine Manufacturing (MOD) has caught investor attention after a recent share move, with the stock showing strong returns over the past month and past 3 months, prompting closer scrutiny of its current valuation and fundamentals. See our latest analysis for Modine Manufacturing. The latest move builds on a sharp acceleration in momentum, with a 73.1% 1 month share price return and 64.0% 3 month share price return feeding...
NYSE:WD
NYSE:WDDiversified Financial

Is Walker & Dunlop (WD) Pricing Reflect Recent Commercial Real Estate Headwinds?

If you are wondering whether Walker & Dunlop is fairly priced or offering value right now, you are not alone. The stock’s current level has many investors reassessing what they are willing to pay. The share price recently closed at US$61.86, with returns of a 2.2% decline over 7 days, a 4.3% decline over 30 days, a 5.3% gain year to date, and a 25.8% decline over 1 year, as well as a 26.6% decline over 3 years and a 31.3% decline over 5 years. Recent attention on Walker & Dunlop has been...
NasdaqGM:STIM
NasdaqGM:STIMMedical Equipment

Neuronetics (STIM) Is Down 9.0% After Turning Cash-Flow Positive On NeuroStar Demand Has The Bull Case Changed?

In the past quarter, Neuronetics reported preliminary fourth-quarter 2025 revenue of US$41.8 million, driven by demand for its NeuroStar systems and clinic operations, and generated US$0.9 million in positive operating cash flow. This combination of strong top-line growth and the shift to positive operating cash flow highlights progress in scaling its NeuroStar-focused business while managing liquidity pressures. Next, we’ll explore how the move to positive operating cash flow may influence...
NYSE:CNC
NYSE:CNCHealthcare

Assessing Centene (CNC) Valuation After 2025 Losses And New 2026 Guidance

Why Centene’s latest earnings matter for investors Centene (CNC) has just reported its fourth quarter and full year 2025 results, pairing higher revenue with a swing to a net loss, and followed that with fresh 2026 earnings guidance. This mix of headline numbers and forward looking targets, combined with a wave of neutral and cautious analyst views, gives you several moving parts to weigh if you are tracking the stock. See our latest analysis for Centene. The earnings release and 2026...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

A Look At Check Point (CHKP) Valuation After Q4 Earnings Beat And New AI Security Acquisitions

Check Point Software Technologies (CHKP) is back in focus after reporting fourth quarter 2025 earnings that beat profit expectations, paired with new 2026 guidance and fresh AI focused cybersecurity acquisitions. See our latest analysis for Check Point Software Technologies. Despite the strong Q4 profit beat and new AI focused acquisitions, the share price has been under pressure, with a 30 day share price return of 9.05% decline and a 1 year total shareholder return of 22.79% decline...
NYSE:ELF
NYSE:ELFPersonal Products

Assessing e.l.f. Beauty (ELF) Valuation After Strong Earnings Beat And Raised Full Year Guidance

e.l.f. Beauty (ELF) just delivered a quarter that beat expectations, raised its full year outlook, and highlighted strong demand for its Rhode brand, a mix that has clearly caught investors’ attention. See our latest analysis for e.l.f. Beauty. The latest earnings and guidance upgrade landed alongside a sharp 1 day share price return of 9.65%, which stands in contrast to the 1 month share price return of a 5.52% decline and a more moderate 1 year total shareholder return of 11.64%. This...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Is Mondelez International (MDLZ) Offering Value After Recent Share Price Strength

If you are wondering whether Mondelez International is fairly priced or offering value right now, you are not alone. The stock is on many income and defensively minded watchlists. The share price last closed at US$62.59, with returns of 4.3% over 7 days, 9.4% over 30 days, 16.7% year to date, 6.2% over 1 year, 1.5% over 3 years and 30.7% over 5 years. This gives you a sense of how the market has treated the stock over different time frames. Recent coverage of Mondelez has focused on its...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Is It Time To Reassess SS&C Technologies (SSNC) After Recent Share Price Weakness

If you are wondering whether SS&C Technologies Holdings is starting to look interesting at its current price, this article will help you make sense of what you are really paying for. The stock recently closed at US$72.09, with returns of a 6.8% decline over 7 days, a 16.2% decline over 30 days, a 15.9% decline year to date, and a 17.7% decline over 1 year, compared with gains of 21.8% over 3 years and 15.7% over 5 years. These moves sit against a backdrop of ongoing attention on SS&C's role...
NYSE:KRC
NYSE:KRCOffice REITs

Kilroy Realty Weighs Dividend Tradition Against Cash Flow And Valuation

Kilroy Realty, NYSE:KRC, is paying dividends that exceed its free cash flow, raising questions about how long its 27 year payout streak can continue. The company is relying on debt or asset sales to fund the dividend, even as it reports solid leasing activity and continues reshaping its portfolio. Income focused investors are watching the elevated payout ratio and tighter capital markets as key factors for future dividend decisions. For investors following Kilroy Realty at a share price of...
NYSE:HG
NYSE:HGInsurance

A Look At Hamilton Insurance Group (HG) Valuation As Analyst Optimism Builds Ahead Of Earnings

Compliance leadership change and why it matters for shareholders Hamilton Insurance Group (HG) recently promoted Moussa Thiam to Group Head of Compliance, a move that ties directly into how the company manages regulatory risk across its global underwriting platforms. See our latest analysis for Hamilton Insurance Group. Hamilton Insurance Group’s recent executive moves come as the share price trades at US$30.91, with a 30 day share price return of 16.86% and a 1 year total shareholder return...
NYSE:AI
NYSE:AISoftware

Is C3.ai’s (AI) Vonage-Powered Field Services Push A Quiet Test Of Its Platform Strategy?

In February 2026, Vonage, part of Ericsson, announced a collaboration with C3.ai to launch C3 AI Field Services, an AI-first module within C3.ai’s Asset Performance Suite that integrates Vonage’s voice, video, and network APIs to support complex, mobile field operations. The deal is important because it pairs C3.ai’s agent-based enterprise AI with carrier-grade network intelligence, aiming to give frontline technicians real-time guidance, reliable connectivity, and streamlined knowledge...
NYSE:EPD
NYSE:EPDOil and Gas

Why Enterprise Products Partners (EPD) Is Up 6.6% After Record Volumes, Buybacks And Distribution Hike

In early February 2026, Enterprise Products Partners L.P. reported fourth-quarter 2025 sales of US$13,793 million and net income of US$1,644 million, alongside completing US$1.44 billions of buybacks under its long-running repurchase program. The partnership also lifted its quarterly distribution by 3.6% for the 27th consecutive year of growth, underscoring its emphasis on returning cash to unitholders while maintaining strong midstream operating volumes. Now we’ll examine how this...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Paramount Skydance Hostile Bid For Warner Bros. Puts Valuation In Focus

Paramount Skydance (NasdaqGS:PSKY) has launched a hostile, fully financed bid to acquire Warner Bros. Discovery. The offer includes added shareholder protections, a ticking fee to address regulatory delays, and funding for a large termination fee. The move directly challenges a competing merger proposal involving Warner Bros. Discovery and Netflix. For investors watching NasdaqGS:PSKY, this bid comes against a backdrop of weak recent share performance. The stock closed at $10.32, with...
NYSE:ARES
NYSE:ARESCapital Markets

Is Ares Management (ARES) Stock’s Recent Slide Creating A Long Term Opportunity?

Wondering if Ares Management at around US$133.88 is starting to look appealing, or if the recent volatility is a warning sign for value focused investors like you? The stock has climbed 2.6% over the last 7 days, but that sits against a 21.2% decline over 30 days, a 19.5% drop year to date and a 26.1% decline over the past year. This is despite 3 year and 5 year returns of 75.4% and 201.9% respectively. These moves come as Ares Management continues to sit in the spotlight as a major...
NYSE:GLW
NYSE:GLWElectronic

Corning Meta Fiber Deal Puts AI Data Center Growth In Focus

Corning (NYSE:GLW) signs a multiyear US$6b fiber optic supply contract with Meta for AI data center projects. The agreement includes plans to support Meta's growing AI infrastructure requirements over several years. Corning announces international capacity growth, including a new fiber manufacturing facility in India. For you as an investor, this deal places Corning's optical communications business squarely in the middle of AI data center build outs. The company has long been known for...
NYSE:DINO
NYSE:DINOOil and Gas

Will HF Sinclair’s (DINO) Industrial Oils Unlimited Deal Reshape Its Non‑Refining Expansion Narrative?

HF Sinclair recently completed its acquisition of Industrial Oils Unlimited, a U.S. manufacturer of industrial lubricants and specialty fluids, expanding its lubricants offering across the country. This move highlights HF Sinclair’s continuing push to grow its non-refining businesses through smaller bolt-on deals that build out higher-margin product lines. We’ll now examine how the Industrial Oils Unlimited acquisition may influence HF Sinclair’s existing investment narrative around...
NYSE:TDY
NYSE:TDYElectronic

Is It Too Late To Consider Teledyne Technologies (TDY) After A 35% One Year Rally?

If you are wondering whether Teledyne Technologies at around US$660 per share still offers value, looking closely at how the current price lines up with fundamentals can help frame that question. The stock has logged returns of 2.0% over the last week, 17.4% over the last month, 27.3% year to date and 34.8% over the past year, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on Teledyne Technologies as a diversified...
NYSE:KO
NYSE:KOBeverage

Coca-Cola (KO) Valuation Check After Mixed Earnings, Slower 2026 Growth Outlook And CEO Transition

Coca-Cola (KO) has just wrapped up a quarterly update that combined softer than expected sales with better than expected profit, along with slower 2026 growth guidance and a CEO transition to Henrique Braun. See our latest analysis for Coca-Cola. Despite the mixed earnings reaction, Coca-Cola’s recent 10.1% 1 month share price return and 13.8% year to date share price return suggest improving momentum. Its 5 year total shareholder return of 82.5% shows how patient holders have been rewarded...
NYSE:XPRO
NYSE:XPROEnergy Services

Assessing Expro Group Holdings (XPRO) Valuation As Investor Interest Builds On Recent Share Performance

Why Expro Group Holdings (XPRO) is on investors' radar Expro Group Holdings (XPRO) has recently drawn attention after its shares closed at $16.33, prompting investors to recheck how its current valuation lines up with the company’s recent fundamentals. The company reports annual revenue of $1,661.811 million and net income of $68.948 million, with revenue growth reported at 0.21% and net income growth at 21.45%. These figures give you a starting point for thinking about how the business is...
NYSE:TKR
NYSE:TKRMachinery

Is It Too Late To Consider Timken (TKR) After Its Strong 1-Year Share Price Run?

If you are wondering whether Timken's current share price reflects its true worth, you are in the right place to unpack what the market may be implying about the stock. Timken recently closed at US$107.84, with returns of 1.7% over 7 days, 17.3% over 30 days, 25.0% year to date and 32.1% over 1 year. These figures can influence how investors view both its growth potential and risk. Recent coverage has focused on Timken as a capital goods player in the US industrial space and has highlighted...