U.S. Transportation Stock News

In late 2025, several leading Chinese investment firms, including Hillhouse, Jinglin, Gaoyi, Eastern Harbor, and Himalaya Capital, increased or maintained sizable positions in PDD Holdings, making it a top consensus holding among major domestic institutions as a core vehicle for exposure to Chinese consumer recovery and e-commerce platforms. This broad institutional accumulation highlights how PDD has become a central way for professional investors to express views on China’s consumer and...

MSCI (MSCI) is back in focus after its Q4 earnings, with revenue growing year on year and EBITDA narrowly topping expectations. The market reaction highlighted how closely investors are watching profitability. See our latest analysis for MSCI. That mixed Q4 reaction fits with the recent share price pattern, with a 5.25% 7 day share price return following a 6.96% 30 day decline and a 2.93% year to date drop. The 1 year total shareholder return of a 4.86% decline sits against a 38.21% gain over...

AI product launches and upcoming earnings put Ambarella (AMBA) in focus Ambarella (AMBA) is back on investors' radar after launching its CV7 8K edge AI SoC, opening a new Developer Zone, and setting a Q4 FY26 earnings call that could clarify AI adoption and margin trends. See our latest analysis for Ambarella. The flurry of AI product news comes as Ambarella’s share price has picked up in the short term, with a 1 day share price return of 6.08% and an 8.24% 7 day share price return. However,...

In February 2026, Advanced Micro Devices announced a multi‑year AI infrastructure agreement with Meta Platforms, expanding their collaboration on hardware and software to support next‑generation AI workloads and lifting sentiment around key networking providers such as Arista Networks. The development underscores how hyperscaler AI buildouts and aligned chip‑to‑network ecosystems can influence demand expectations for Arista’s Ethernet‑based data center and AI networking solutions. Against...

Universal Display Corporation recently reported fourth-quarter 2025 revenue of US$172.93 million and net income of US$66.34 million, alongside record full-year 2025 revenue of US$650.61 million and an 11.1% increase in its quarterly dividend to US$0.50 per share for the first quarter of 2026. Despite delivering higher earnings and record annual results, the company’s 2026 revenue guidance of US$650 million to US$700 million fell short of analyst expectations, raising questions about how...

Latest FY 2025 Results Set the Stage for Margin Questions Harmony Biosciences Holdings (HRMY) closed out FY 2025 with Q4 revenue of US$243.8 million and basic EPS of US$0.39, alongside trailing 12 month revenue of US$868.5 million and EPS of US$2.76 that anchors the full year picture. The company has seen quarterly revenue move from US$201.3 million in Q4 2024 to US$243.8 million in Q4 2025. Over the same period, basic EPS shifted from US$0.87 to US$0.39, giving investors a clear view of how...

ProAssurance (PRA) has wrapped up FY 2025 with fourth quarter revenue of US$259.6 million and basic EPS of US$0.65, alongside net income of US$33.4 million, giving investors a clean snapshot of its latest underwriting and investment performance. Over the last six reported quarters, the company has seen quarterly revenue range between US$259.6 million and US$289.1 million, while basic EPS has moved from a loss of US$0.11 in early 2025 to positive readings such as US$0.32 in late 2024 and...

On February 18, 2026, Array Technologies, Inc. upsized its revolving credit facility from US$166,000,000 to US$370,000,000 and extended the maturity from October 14, 2028 to February 18, 2031, with Goldman Sachs Bank USA leading a broad banking syndicate and up to US$250,000,000 available for letters of credit. This larger, longer-dated facility strengthens Array’s liquidity and supports its shift toward focused solar operations after divesting non-core assets, giving the company more room...

Marriott Vacations Worldwide (NYSE:VAC) has appointed Matt Avril as permanent CEO. Mike Flaskey has been named President and COO of the company. The leadership changes were announced recently and represent a material corporate update for NYSE:VAC. Marriott Vacations Worldwide operates vacation ownership resorts and related services, giving it exposure to both leisure travel and timeshare ownership. Executive changes at this level can influence how the company prioritizes areas such as...

Enviri (NVRI) has wrapped up FY 2025 with fourth quarter revenue of US$556.4 million and a basic EPS loss of US$1.07, alongside trailing twelve month revenue of US$2.2 billion and a basic EPS loss of US$2.03. Over recent quarters, the company has seen revenue move in a tight band between US$548.3 million and US$574.8 million, while quarterly basic EPS losses have ranged from US$0.15 to US$1.07. This sets a clear context of steady top line and persistent negative earnings. With shares at...

JBT Marel (JBTM) closed out FY 2025 with Q4 revenue of US$1.0b and basic EPS of US$1.02, capping a year in which quarterly revenue moved from US$854.1m in Q1 to US$934.8m in Q2, US$1.0b in Q3 and US$1.0b in Q4 while EPS swung from a Q1 loss of US$3.35 per share to US$0.07 in Q2, US$1.28 in Q3 and US$1.02 in Q4. Against that backdrop, the story for investors now turns to how much of this shift in earnings power is sustainable and what it means for margins as the market weighs the new...

Applied Materials (AMAT) is back in focus after first quarter results showing US$7,012 million in sales and US$2,026 million in net income, alongside new guidance tied closely to growing AI infrastructure demand. See our latest analysis for Applied Materials. Applied Materials' recent AI focused guidance, the Samsung EPIC Center partnership and closure of the U.S. export control investigations have arrived alongside strong momentum, with a 30 day share price return of 17.23%, a 90 day share...

Tennant (TNC) just wrapped up FY 2025 with fourth quarter revenue of US$291.6 million and a basic EPS loss of US$0.25. This rounds out a trailing 12 month EPS of US$2.38 on US$1.2 billion of revenue and a net profit margin of 3.6%, which includes a one off loss of US$32.7 million. Over the last six reported quarters, revenue has ranged from US$290 million to US$328.9 million while quarterly EPS has swung between a loss of US$0.25 and a profit of US$1.11. This has left investors focused on how...

Motorola Solutions recently reported past fourth-quarter 2025 revenue of US$3,380 million and net income of US$649 million, alongside full-year 2025 revenue of US$11.68 billion and net income of US$2.15 billion, and also outlined expectations for 2026 revenue of about US$12.7 billion. In the same period, the company continued its long-running capital return program, repurchasing 1,217,814 shares for US$490.05 million and bringing total buybacks under its 2011 authorization to 229,688,902...

In recent weeks, Adobe has faced pressure from concerns about slower growth in its Digital Media segment and artificial intelligence disruption, while options activity and volatility patterns suggest investors are no longer urgently seeking heavy downside protection. At the same time, a broader rebound in software names and renewed interest in online learning platforms, where Adobe is a key player, point to shifting sentiment around the company’s role in AI-enabled creativity and digital...

Zoetis (ZTS) is back in focus after reporting its fourth quarter and full year 2025 results, pairing higher sales and net income with 2026 guidance that management expects to exceed analyst expectations. See our latest analysis for Zoetis. The earnings beat and new 2026 guidance helped lift sentiment. The 1 day share price return of 2.28% and a 30 day share price return of 3.72% contrast with a 1 year total shareholder return decline of 22.55%, suggesting recent momentum is improving after a...

Ryerson Holding (RYI) closed out FY 2025 with Q4 revenue of US$1.1 billion and a basic EPS loss of US$1.18, while trailing twelve month figures show revenue of US$4.6 billion and a basic EPS loss of US$1.76. Over recent quarters, the company has seen revenue move from US$1.01 billion in Q4 2024 to US$1.17 billion in Q2 2025, before landing at US$1.10 billion in Q4 2025. Basic EPS has ranged from a small profit of US$0.06 in Q2 2025 to losses such as US$0.46 in Q3 2025 and US$1.18 in Q4 2025,...

ONEOK FY 2025 Results Set the Stage for Margin Focus ONEOK (OKE) has just wrapped up FY 2025 with Q4 revenue of US$9.1b and basic EPS of US$1.55, putting a full year of reported numbers on the table for investors to assess. The company has seen quarterly revenue range from US$7.9b to US$9.1b through 2025, while basic EPS moved from US$1.04 in Q1 to US$1.55 in Q4. This provides a clearer view of how earnings tracked alongside the revenue base. With trailing 12 month EPS at US$5.43 and net...

Nucor (NYSE:NUE) has appointed Jack Sullivan as its new Chief Financial Officer. The company also announced a new share repurchase authorization of up to US$4b. Both decisions were announced together, highlighting a key moment for Nucor's capital planning and leadership. Nucor is a major US steel producer, so changes in its finance leadership and capital allocation plans tend to attract attention from investors who track industrial and materials names. The combination of a new CFO and a...

PNC Financial Services Group (NYSE:PNC) agreed to acquire regional lender FirstBank, expanding its presence in Colorado and Arizona. The company also announced a $2.5 million EQ2 investment focused on affordable housing in Indiana, its first of this type in the state. For you as an investor, these moves sit at the intersection of growth and community focus for a large US universal bank. PNC operates across retail, commercial, and investment banking, and the planned FirstBank acquisition...

What the new Jinko Solar supply deal means for Nextpower stock Nextpower (NXT) just secured a multi year agreement to supply at least 1 gigawatt of U.S. made steel module frames to Jinko Solar’s Jacksonville facility, with potential to scale to 3 gigawatts over three years. For investors, this second large commercial order in steel frames links Nextpower’s manufacturing expansion in the Southeastern U.S. directly to utility scale module production and also taps demand tied to domestic content...

Revolution Medicines (NasdaqGS:RVMD) is involved in a proposed settlement of a class action lawsuit tied to former holders of CM Life Sciences III and Revolution Medicines securities. The settlement terms, which include a potential cash payout to eligible class members, are subject to court approval at an upcoming hearing. The agreement aims to resolve claims related to historical corporate matters around the CM Life Sciences III business combination with Revolution Medicines. Revolution...

Ovintiv (OVV) has wrapped up FY 2025 with Q4 revenue of US$2.1b and basic EPS of US$3.74, alongside trailing 12 month revenue of US$8.7b and EPS of US$4.83 that together frame the full year earnings picture. Over recent periods, revenue has moved from US$2.2b in Q4 2024 to US$2.1b in Q4 2025, while quarterly EPS has shifted from a loss of US$0.23 in Q4 2024 to US$3.74 in the latest quarter. This sets up a set of results where firmer net margins and the existing earnings track record are front...

What Western Alliance Bancorporation (WAL) investors can see in recent performance Western Alliance Bancorporation (WAL) has recently drawn attention as its shares last closed at $88.21, with a 0.7% move over the past day and mixed returns across the past week, month, and past 3 months. See our latest analysis for Western Alliance Bancorporation. While the 1 day share price return of 0.67% and 30 day share price return of 1.39% suggest only modest recent momentum, the 90 day share price...