U.S. Transportation Stock News

In early January 2026, Vantage Data Centers and Liberty Energy’s Liberty Power Innovations agreed to develop and operate up to 1 gigawatt of high‑efficiency, utility‑scale power solutions for Vantage’s North American data center portfolio, including 400 megawatts of 2027 capacity and potential expansion beyond that level. This partnership highlights Liberty Energy’s move to supply long-term, on-site power for cloud and AI infrastructure in grid‑constrained markets, aligning its power...

If you are wondering whether Vertiv Holdings Co is still reasonably priced after its run in the spotlight, this article will walk through how its current share price lines up against several valuation checks. The stock last closed at US$170.86, with a 5.6% gain over 30 days, a small 0.4% decline over the past week, a 2.7% decline year to date, and a 29.6% return over one year. The three year return is very large at more than 10x, and the five year return is also very large at a multiple of...

If you are wondering whether Micron Technology's share price still lines up with its underlying value, you are not alone. This article will focus squarely on what the current price could mean for investors. Micron's recent share price of US$333.35 comes after returns of 1.9% over the last 7 days, 43.4% over the last 30 days, 5.7% year to date, 226.0% over 1 year and about 7x over 3 years, with a 301.9% return over 5 years. These moves have arrived alongside strong attention on the broader...

In January 2026, Asia Broadband Inc. announced it had filed a federal civil lawsuit against Virtu Financial, GTS Securities, and G1 Execution Services in the U.S. District Court for the Central District of California, seeking US$250,000,000 in compensatory and punitive damages for alleged securities fraud and coordinated market manipulation of its AABB stock. The complaint, supported by 168 pages of exhibits including Level II order-book video, trade-tape analysis, and time-sequenced market...

Apogee Enterprises, Inc.'s ( NASDAQ:APOG ) earnings announcement last week didn't impress shareholders. However, our...

In recent months, Blue Owl Capital has been hit with multiple securities fraud class action lawsuits alleging that it failed to disclose liquidity pressures and asset strain linked to redemptions at its business development companies between early February and mid-November 2025. These lawsuits not only question Blue Owl’s past disclosures, they also raise wider concerns about transparency, liquidity management, and redemption risk across parts of the private credit ecosystem. We’ll now...

In recent days, Unity Software announced it will release its fourth quarter and full-year 2025 results on February 11, 2026, alongside a public webcast, while its shares moved sharply amid weakness across enterprise software stocks. At the same time, a wave of analyst reaffirmations and upgrades has pushed Unity’s consensus view to “Outperform,” highlighting growing institutional confidence despite sector volatility. Next, we’ll examine how this broad analyst optimism, reflected in...

Shareholders in Applied Digital Corporation ( NASDAQ:APLD ) may be thrilled to learn that the analysts have just...

CONMED (CNMD) has held its full year 2025 earnings and revenue guidance steady while announcing the planned departure of long serving CFO Todd Garner. This combination has drawn fresh attention to the stock. See our latest analysis for CONMED. The reaffirmed 2025 guidance and upcoming CFO transition come after a mixed period, with a 1 day share price return of 3.87% to US$41.58 but a 1 year total shareholder return decline of 38.19%. This suggests momentum has softened even as recent news has...

Horace Mann Educators (HMN) Stock Overview With no single headline event driving attention today, Horace Mann Educators (HMN) is drawing interest as investors weigh its recent share performance against current financial metrics and the insurer’s focus on the education sector. See our latest analysis for Horace Mann Educators. The current share price of $43.12 sits against a 30 day share price return of a 6.4% decline and a 1 year total shareholder return of 17.03%. This suggests recent...

Wayfair recently announced it co-developed Google’s Universal Commerce Protocol, an open standard that lets shoppers complete Wayfair purchases directly within Google’s AI-powered Search and Gemini experiences while Wayfair stays the merchant of record. This move positions Wayfair at the center of emerging AI-driven shopping standards, potentially deepening customer engagement by pairing its home-focused discovery tools with Google’s conversational interfaces. We’ll now explore how Wayfair’s...

Peloton Interactive recently appointed Peter Stern as its fourth CEO in five years, as the company continues to experience declining revenue but improving profitability and expects these trends to persist into 2026. This combination of leadership turnover and a business profile marked by shrinking sales yet better margins raises fresh questions about Peloton’s long-term direction and execution priorities. We’ll now examine how the appointment of Peter Stern amid ongoing revenue decline may...

Interest in Kyndryl Holdings (KD) has picked up after the company partnered with Wayne State University on the IntelliMake AI manufacturing hub and published its 2025 Retail Readiness Report focused on AI driven digital transformation. See our latest analysis for Kyndryl Holdings. These AI focused partnerships and leadership changes come as Kyndryl’s share price sits at US$27.50, with a 1 month share price return of 3.58% and a year to date share price return of 7.89%. The 1 year total...

Why Simmons First National (SFNC) Is On Investors’ Radar Today Simmons First National (SFNC) has drawn fresh attention after recent share price moves, including a roughly 1.6% gain over the past day and a small rise across the past week. At a last close of US$19.04, the stock now reflects mixed return patterns, with a slight decline over the past month but a positive move across the past 3 months and year to date. See our latest analysis for Simmons First National. Looking past the recent...

Brinker International (EAT) is back on investor watchlists after fresh commentary praised its cost controls, pricing decisions, and appeal to middle income diners, along with recent upward revisions to earnings estimates. See our latest analysis for Brinker International. The recent attention from television commentators and research firms comes on top of a strong run in the shares, with a 30 day share price return of 14.47% and a 90 day share price return of 29.04%. The 1 year total...

PureCycle Technologies recently announced a collaboration with Churchill Container and 4ocean to supply Run It Back souvenir cups made with its PureFive recycled resin at the College Football Playoff National Championship, while also revising its construction agreement for a future recycling facility in Augusta, Georgia, including a US$500,000 payment to AEDA and updated project milestones. Together, the high-visibility sustainability initiative at a major sporting event and the recalibrated...

John Wiley & Sons (WLY) has drawn fresh attention after appointing Armughan Rafat as chief AI and data services officer. The move puts AI-ready content and data products at the center of its next phase of execution. See our latest analysis for John Wiley & Sons. The latest executive appointment comes after a mixed period for the stock, with a 4.81% year to date share price return but a 25.85% decline in 1 year total shareholder return. This suggests that recent AI focused moves may be viewed...

Earlier this month, Dyne Therapeutics, Inc. presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, where CEO John G. Cox outlined progress across the company’s late‑stage neuromuscular pipeline and its FORCE platform-based therapies. The company emphasized positive topline data for its Duchenne muscular dystrophy candidate zeleciment rostudirsen, advancing registrational efforts in myotonic dystrophy type 1, and a cash runway supporting operations into 2028,...

Kopin Corporation recently announced that Theon International placed a US$1.0 million development order for its 960p DarkWAVE™ module, moving the AR‑ and thermal‑enabled clip‑on night-vision platform from prototype to production readiness for international defense customers in 2026. This first meaningful DarkWAVE order targets the large aftermarket of an estimated more than 2 million fielded night-vision goggles worldwide, potentially turning existing systems into AR-enabled devices without...

Recently, TD Cowen and UBS both upgraded Enhabit to Buy, signaling a shift in analyst opinion on the home health and hospice provider. This cluster of upgrades suggests large institutions are reassessing Enhabit’s risk‑reward profile in light of its evolving operating backdrop. Next, we’ll examine how this renewed analyst confidence might influence Enhabit’s investment narrative, particularly around reimbursement resilience and growth. AI is about to change healthcare. These 30 stocks are...

Lazard announced it will release its fourth quarter and full-year 2025 results on January 29, 2026, while separately confirming preliminary assets under management of about US$254.30 billion as of December 31, 2025, alongside modest net outflows. US authorities have charged a former Lazard junior banker with allegedly leaking confidential health-care deal information for insider trading, raising questions about internal controls just as the firm aims to grow its health-care advisory...

Why CES 2026 and security leadership matter for Silicon Laboratories (SLAB) Silicon Laboratories (SLAB) is in focus after using CES 2026 to spotlight its IoT product portfolio and the new Simplicity SDK for Zephyr, while also appointing Ian N. Dawson as Chief Information Security Officer. The CES showcase puts the company’s role in secure, scalable and energy efficient connected devices front and center, and the CISO hire highlights how management is treating cybersecurity, IP protection and...

Fluor (FLR) has reached mechanical completion on BASF’s Zhanjiang Verbund project in China, BASF’s largest investment to date, after more than 75 million work hours without a Lost Time Injury, highlighting the company’s execution and safety credentials. See our latest analysis for Fluor. The BASF milestone arrives at a time when Fluor’s share price, at US$44.30, shows a 6.24% year to date share price return but a 1 year total shareholder return decline of 10.11%. This suggests that recent...

Heartland Advisors’ new position in MarketAxess Holdings (MKTX) puts fresh attention on the company’s role in U.S. corporate bond trading, as portfolio trading and electronic workflows reshape how fixed income liquidity is sourced and priced. See our latest analysis for MarketAxess Holdings. At a latest share price of US$172.78, MarketAxess has a 1 day share price return of 1.41%, while its 1 year total shareholder return of 19.41% decline and 5 year total shareholder return of 64.73% decline...