U.S. Transportation Stock News

On 17 August 2026, UroGen Pharma announced it had submitted a New Drug Application to the FDA for UGN-103, a next-generation mitomycin intravesical solution for recurrent low-grade intermediate-risk non-muscle invasive bladder cancer, supported by Phase 3 UTOPIA data showing a three-month complete response rate and six-month durability of response. The filing aims to extend UroGen’s RTGel-based bladder cancer franchise beyond ZUSDURI, potentially offering physicians a more streamlined...

Seadrill (SDRL) stock is in focus after the company reported a return to profitability in its second quarter of 2026 and raised full year revenue guidance, giving investors fresh information to reassess the offshore driller. See our latest analysis for Seadrill. The raised 2026 guidance and completed buyback program help explain why Seadrill’s recent momentum is firming, with a year to date share price return of 37.02% and a 1 year total shareholder return of 64.57%, despite a softer 90 day...

Credit Acceptance Corporation recently completed a US$600.0 million asset-backed non-recourse secured financing, transferring approximately US$750.2 million of loans into a special purpose structure that issued three classes of notes with average lives between about 2.5 and 3.7 years, and an expected average annualized cost of roughly 5.5%. The transaction is designed to lower funding costs by repaying higher-cost debt while preserving dealer holdback arrangements, leaving Credit Acceptance...

In August 2026, Ondas Inc. reported second-quarter sales of US$83.77 million, up sharply from US$6.27 million a year earlier, alongside a wider quarterly net loss and a six‑month net income driven by strong contract backlog and acquisition contributions. The company also filed a US$226.76 million shelf registration and moved to acquire Israel-based Aran Defense Ltd., signaling an effort to internalize defense manufacturing capacity and potentially accelerate conversion of its roughly US$757...

Sysco Corporation recently announced that its Board declared a quarterly cash dividend of US$0.55 per share, payable on October 23, 2026, to stockholders of record as of October 2, 2026. The company also expanded its Board to 13 directors and refocused a key committee on artificial intelligence transformation, signaling an intensified push to embed AI across its operations. We’ll now examine how Sysco’s creation of an Artificial Intelligence Transformation & Technology Committee could...

PayPal Holdings (PYPL) is expanding its presence in higher education payments as new integrations with Illumia, Nelnet Campus Commerce, and TouchNet allow students and families to use PayPal and Venmo for tuition and fees. See our latest analysis for PayPal Holdings. For context, PayPal Holdings shares trade at US$62.30, with recent momentum reflected in a 30 day share price return of 11.55% and a 90 day share price return of 40.85%. This comes even as the 1 year total shareholder return...

Conagra Brands recently introduced a Peanuts-themed collection of limited-edition Duncan Hines baking mixes and Swiss Miss hot cocoa, featuring characters like Snoopy and Charlie Brown, for the past holiday season with further seasonal products planned into 2027. This collaboration taps into enduring nostalgia and licensed characters to potentially deepen consumer engagement with Conagra’s dessert and beverage brands during peak gifting and baking periods. We’ll now examine how extending...

Best Buy stock has delivered a 36.0% return over the past three years, yet the latest valuation checks still suggest the shares lean cheap rather than fully priced. A 36.0% three year return indicates investors who stayed with Best Buy through recent volatility have been rewarded, which raises the bar for new buyers assessing value today. Upcoming commentary around how Best Buy can sustain comparable sales and newer profit streams may support the current valuation, while any sign that this...

SPS Commerce stock is coming off a three year stretch where the share price has declined sharply, yet the current valuation signals are pulling in different directions. The intrinsic value estimate from a Discounted Cash Flow (DCF) approach points to a sizable gap to the market price, while earnings based multiples suggest the stock is not cheap. Over the past three years, SPS Commerce shares are down about 55%, which raises the question of whether expectations have reset too far or if the...

US credit card and consumer lenders are in the spotlight as the national debt heads toward the US$41.1b ceiling and long term interest rates keep pressure on borrowers. That mix can reshape how Americans use and repay credit, which can reshape earnings power for some stocks. This article breaks down three US credit card and consumer lending stocks exposed to this story and why they may be worth a closer look now. The stocks covered below are just a starting sample, since the full screen...

Berkshire Hathaway stock has returned 73.3% over the past five years, yet Simply Wall St's Excess Returns intrinsic value estimate and the market multiples both still point to the shares trading at a discount, with the intrinsic estimate indicating around 36.9% undervaluation. Recent moves under CEO Greg Abel, including the Taylor Morrison acquisition and a larger stake in Alphabet, add fresh questions about how much of this value gap is tied to Berkshire’s capital allocation choices. A...

In the past week, Marsh & McLennan Companies reported second-quarter 2026 results that beat analyst expectations, with revenue rising year over year and an ongoing share buyback program reinforcing its capital return approach. Alongside this, Marsh has rolled out its proprietary AI assistant LenAI across more than 27,000 employees and appointed Chetna Gulati-Kapoor as global chief claims officer, signaling a focus on technology-driven efficiency and claims leadership. With this backdrop,...

The Fed’s latest signals on a “generously ample” balance sheet and a possible tilt from long Treasuries into shorter bills have pushed duration risk back into the spotlight. That shift could reshape which stocks benefit from a steeper yield curve and a more hawkish tone on inflation. This article walks through 3 US life insurers and long duration liability managers exposed to this news so you can judge whether they fit your watchlist today. The stocks covered below are just a starter sample,...

SolarEdge Technologies has had a punishing share price record over the past five years, while the latest valuation checks send mixed signals as a Discounted Cash Flow (DCF) estimate points to a premium to intrinsic value and market multiples look more forgiving. SolarEdge Technologies shareholders have seen the stock fall about 89% over the past five years, which puts even small changes in valuation assumptions under a lot of scrutiny. Future revenue growth and cash flow from its solar and...

Amazon.com (AMZN) recently became linked to reported sale talks for Decart AI, a privately held AI company exploring a transaction valued between US$6b and US$7b. This development is drawing investor attention back to Amazon’s broader AI positioning and stock valuation. See our latest analysis for Amazon.com. Amazon.com’s share price has eased in the very short term, with a 1-day share price return of a 2.16% decline and a 7-day share price return of a 1.89% decline. It still shows a 30-day...

TechnipFMC (FTI) is in focus after announcing a significant contract from Azule Energy for the West Hub Tails project, which is part of the Block 15/06 Agogo Integrated Development offshore Angola. See our latest analysis for TechnipFMC. TechnipFMC’s latest contract news lands against a backdrop of strong momentum, with a 30 day share price return of 4.02% and a year to date share price return of 64.07%, while the five year total shareholder return is above 10x. If this contract has you...

In August 2026, AT&T announced it had deployed an AT&T-led neutral-host distributed antenna system using Airspan’s MobileAccess 6000 platform at Mississippi State University’s 60,000-plus seat Davis Wade Stadium, and completed a US$1.10 billion floating-rate bond offering due 2028 to support its network and funding needs. Together with a new AI device partnership with Hark, these moves highlight how AT&T is pairing infrastructure upgrades and flexible financing with emerging AI-driven...

Event driven interest in Globus Medical Globus Medical (GMED) is back in focus after commentary that its stock, up 60.1% over the past three years, still looks undervalued even as pricing pressure on hospitals and payers weighs on sentiment. That combination of strong historical total returns, a P/E ratio below industry averages, and reported improvement in adjusted EBITDA margins is prompting investors to reassess what they are paying for Globus Medical’s earnings power today. See our latest...

CVS Health stock has delivered a 57.9% return over the past three years, yet recent valuation checks still point to the shares looking inexpensive on several measures. At the same time, fresh headlines around legal disputes and board changes keep raising questions about how much of this is already reflected in the price. A 57.9% gain over three years suggests CVS Health has already rewarded patient holders, so the key issue now is whether the current price still gives you enough compensation...

ConocoPhillips (COP) is back in focus after the board approved a finance leadership reshuffle, promoting Kontessa S. Haynes-Welsh to Chief Financial Officer and appointing Greig Patterson as Vice President, Finance and Controller. See our latest analysis for ConocoPhillips. Beyond the finance reshuffle, ConocoPhillips has seen strong share price momentum, with a 30 day share price return of 14.8% and a year to date share price return of 39.49%. The 5 year total shareholder return of 192.15%...

Honeywell International (NasdaqGS:HON) has appointed Billal Hammoud as President and CEO of its Process Technology segment, effective October 1, 2026. Juan Picon has been named President and CEO of Honeywell's Building Automation segment, also effective October 1, 2026. Both leaders are long-serving Honeywell executives with experience in growth, product development, and operational efficiency. The changes follow Honeywell's recent structural transformation and affect two key business...

TG Therapeutics has delivered a very large 388.0% return over the past three years, yet its valuation checks still suggest the stock leans cheap rather than stretched. For investors trying to assess the current price, the recent share performance and the value score are pointing in the same direction instead of flashing a clear warning. The share price has returned 388.0% over three years, which places TG Therapeutics among the stronger long term performers in the biotech space and makes the...

Teradyne (TER) recently secured a new five year senior secured revolving credit facility of up to US$1.0b. The company has not drawn on the facility yet, keeping it as committed liquidity. See our latest analysis for Teradyne. Teradyne’s share price has been volatile in recent weeks, with a 7 day share price return of down 6.67% following a 1 day gain of 0.92%. However, the year to date share price return of 84.60% and 1 year total shareholder return of 251.45% point to strong underlying...

NCR Voyix (VYX) is back on investor radars after AS Watson Group signed a new multi year enterprise agreement to expand use of the Voyix Commerce Platform across selected European and Asian retail banners. See our latest analysis for NCR Voyix. NCR Voyix shares trade at US$7.65, with recent news and option market activity coming against a mixed backdrop that includes a 16.09% 90 day share price return but a much weaker 1 year total shareholder return of 40.28%. If the AS Watson agreement has...