U.S. Transportation Stock News

BP recently awarded a major contract to SLB's OneSubsea joint venture for a subsea boosting system in the greenfield development of the Tiber project in the deepwater US offshore region, following a similar award for BP's Kaskida project. This contract highlights sustained industry demand for advanced high-pressure subsea technology and emphasizes SLB's expanding role as a supplier of standardized offshore solutions for global energy operators. We’ll explore how the addition of this large...

MARA Holdings (MARA) shares have been on a downward trend over the past month, with the stock price sliding nearly 48%. Investors are paying close attention to what might be behind this persistent drop and the potential upside ahead. See our latest analysis for MARA Holdings. Despite a sharp 48% slide in the past month, MARA Holdings' momentum has been cooling for most of 2024, with a year-to-date share price return of -41.5%. Over the past year, the total shareholder return fell over 61%,...

On November 7, 2025, Daniel A. Pryor stepped down as Executive Vice President, Strategy and Business Development at Enovis, with his position eliminated as part of a broader management restructuring; he will remain as an advisor through March 31, 2026. This change signals a significant shift in senior leadership responsibilities and could affect the company's approach to strategy and business development in the foreseeable future. We'll explore how the realignment of executive leadership...

Wondering whether Tidewater's current price is a real opportunity or just another headline grabber? You are not alone, as plenty of investors are trying to make sense of the company's value. After a strong rebound of 9.0% over the past month, Tidewater’s stock has dipped 8.5% in the last week, keeping its one-year return just above break-even at 0.4%. Recent news has focused on the company’s global expansion plans and the ongoing volatility in the energy sector, both of...

Wondering if Microsoft stock is really worth today's price tag? You are not alone. The company's sheer size and leadership make it a magnet for investors looking for both stability and upside. After surging over the past few years, Microsoft's stock price is up 12.8% year-to-date and 14.1% over the last 12 months. However, it has pulled back 9.8% in the past month. Recent headlines highlight Microsoft's aggressive push into artificial intelligence and ongoing cloud business expansion. Both...

Earlier this week, Alignment Healthcare received a boost as comments from New York Federal Reserve President John Williams raised expectations of a near-term interest rate cut and set off a broad market rally. This shift in investor sentiment highlights how macroeconomic policy can drive short-term movements in healthcare stocks beyond company-specific news. We’ll look at how improved market sentiment driven by potential interest rate cuts could influence Alignment Healthcare’s investment...

Ever wondered if Hims & Hers Health could be a hidden gem, or if the hype is already priced in? Let's dig into what the numbers and latest trends are telling us about its value. The stock has been on a wild ride: up 37.7% year-to-date and 468.1% over three years, yet it dipped 28.8% in the last month. Recent headlines have buzzed about Hims & Hers Health's innovative telehealth partnerships and an expanded product lineup. This combination has fueled both optimism and volatility. The...

Earlier this week, TD SYNNEX announced the launch of the PartnerFirst Digital Bridge AI Assistant, now available through its Microsoft Teams Plugin in North America, enabling resellers to access real-time product intelligence, technical information, and vendor program data directly within their workflow. With more than 3,000 partners already using Digital Bridge and major vendors like Dell Technologies collaborating for real-time updates, TD SYNNEX is deepening integration between its...

Skyward Specialty Insurance Group recently promoted John Burkhart to President, U.S. Property & Casualty, expanding his oversight to include Captives & Specialty Programs, Claims, Technology Solution Services, and Pricing Actuarial, to align leadership with ongoing U.S. business growth initiatives. This key leadership change consolidates operational control under a proven executive, highlighting the company's continued commitment to its 'Rule Our Niche' strategy and future expansion...

Fortinet (FTNT) is at the center of shareholder attention as several law firms have launched class action lawsuits alleging the company made misleading statements about its FortiGate firewall refresh. Questions around transparency are now swirling. See our latest analysis for Fortinet. Even before these legal developments, Fortinet’s share price had struggled for momentum this year, currently sitting at $78.86. The stock has posted a year-to-date share price return of -16.8%, reflecting...

In the past week, Bank of America downgraded Honeywell International from 'buy' to 'sell' due to concerns over limited earnings growth and the recent Solstice Advanced Materials spinoff, contributing to increased trading activity and cautious market sentiment. This development comes alongside Honeywell's continued push into AI-assisted industrial automation, as it collaborates with TotalEnergies to pilot its Experion Operations Assistant at the Port Arthur refinery in Texas. We'll examine...

Earlier this month, Virtu Financial was honored in seven categories at the 2025 TRADE Awards ceremonies in London and New York, receiving major recognitions such as TCA Provider of the Year, Best Dark Pool Capabilities, and Best Customer Support & Consulting. This series of international awards highlights Virtu's execution technology leadership and the success of its Triton multi-asset platform across both UK & Europe and North America. We'll examine how Virtu’s industry-leading technology...

Delek US Holdings (DK) shares saw a modest uptick today, gaining nearly 2% to close at $38.22. Over the past month, the stock has edged up 2%. In the past 3 months, it has extended a strong 48% gain. See our latest analysis for Delek US Holdings. Delek US Holdings’ latest share price move builds on notable momentum that has been gathering all year. The 2024 share price return now sits above 107%, and total shareholder return for the past twelve months is an impressive 116%. This signals not...

Manchester United (MANU) shares have been tracking lower over the past month, slipping by 15%. While there have not been any recent headlines grabbing investor attention, the stock’s price movement suggests a change in market sentiment. See our latest analysis for Manchester United. Manchester United’s recent 15% slide comes after a choppy year for shareholders, who have seen a 1-year total shareholder return of -11.8%. Even longer-term investors have faced a 3-year total return of -27.2%...

DRDGOLD (NYSE:DRD) just revealed a leadership transition along with an accelerated R8 billion growth initiative. The company plans to expand its operations and strengthen its market position in the gold mining sector with this move. See our latest analysis for DRDGOLD. DRDGOLD’s recent leadership shakeup and ambitious growth plan have caught investor attention, helping fuel incredible momentum. The stock's up 193.57% for its year-to-date share price return and has delivered a 177.93% total...

On November 20, 2025, the Coalition for Epidemic Preparedness Innovations (CEPI) announced the selection of Cognizant Technology Solutions to deliver a multi-year digital transformation program, including implementing a new HR and Expense Management System and consolidating support for CEPI's Salesforce platform. This collaboration underscores Cognizant's increasing recognition for expertise in enterprise architecture, platform implementation, and AI-enabled automation in the healthcare and...

Earlier this month, Fidelity National Information Services (FIS) announced enhancements to its Asset Finance solution, delivering a SaaS-based, cloud-native platform that supports the entire lifecycle of loans and leases for the U.S. consumer auto finance sector. This development automates complex workflows and enables lenders to boost operational efficiency and compliance, meeting rising demands for modernization in vehicle financing. We'll explore how the rollout of FIS's enhanced cloud...

Wondering if Applied Materials is a smart buy right now? You are not alone, as plenty of investors are searching for the stock's true value as it rides the ups and downs of today's market. Shares have delivered an impressive 36.7% return year-to-date and 29.4% over the past year. However, recent weeks have seen the stock ease back a bit, down 0.9% in the past week and 2.1% over the last month. Recent headlines have spotlighted industry tailwinds, with growing demand for semiconductor...

On November 19, 2025, Huron Consulting Group reported it had surpassed analyst expectations in its third quarter and completed the acquisition of AXIOM Systems' payor consulting services division to further strengthen its healthcare consulting portfolio. Additionally, regulatory filings revealed that Director John McCartney sold 6,500 shares, bringing his year-to-date disposals to 15,567 shares, amid a broader trend of insider selling with no reported insider purchases in the past...

Kenvue (KVUE) shares have been in focus after Schafer Cullen Capital Management exited its position, citing concerns over valuation in light of ongoing company challenges and operational headwinds. Investors are now watching how new product efforts compare with these pressures. See our latest analysis for Kenvue. After an upbeat 1-day share price return of just over 3%, Kenvue’s latest moves come amid a volatile stretch for the stock. Momentum faded earlier this year, with a 30-day share...

Cohen & Steers has just ramped up its position in Host Hotels & Resorts (HST) by picking up nearly 7.5 million additional shares. The investment firm now holds over 12% of the company, which highlights its optimism about Host’s prospects in the hospitality REIT space. See our latest analysis for Host Hotels & Resorts. Host Hotels & Resorts has seen its share price climb 5.6% over the past month, with a year-to-date gain of 1.3%. This suggests steady but cautious momentum after a period of...

On November 10, 2025, Dr. Richard Heyer informed Renasant Corporation that he will not stand for re-election as a director at the company’s 2026 Annual Meeting of Shareholders, scheduled for April 28, 2026. Separately, a recent reduction in Renasant's short interest below peer averages suggests shifting market sentiment and increased investor confidence in the company’s outlook. Given the recent shift in short interest, we'll examine how declining bearish sentiment could influence Renasant's...

Affiliated Managers Group recently broadened its presence in private markets and liquid alternatives through four new partnerships and a key collaboration with Brown Brothers Harriman aimed at expanding alternative credit in the U.S. wealth sector. This shift toward growth areas supported strong client interest in alternatives, enabling AMG to counter softness in traditional asset categories and strengthen its earnings diversification. We will examine how this expansion into alternative...

Boston Beer Company (SAM) just reported quarterly results that matched revenue forecasts while delivering better-than-expected EBITDA and adjusted operating income. Management credited higher margins, strong first-half earnings, and enthusiastic consumer feedback on their Sun Cruiser brand innovation. See our latest analysis for Boston Beer Company. Even with encouraging results and innovation in the portfolio, Boston Beer Company’s momentum has cooled. The stock has a year-to-date share...