U.S. Transportation Stock News

NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Is It Too Late To Consider Mirum Pharmaceuticals (MIRM) After A 108% One Year Rally?

This article explores whether Mirum Pharmaceuticals, at a share price of US$105.89, may still offer value or whether the current price already reflects a high level of optimism, by examining what the market valuation might be indicating. The stock has delivered returns of 2.7% over the last 7 days, 12.3% over 30 days, 35.6% year to date and 107.8% over 1 year, with a very large 3 year return and a 4.7x gain over 5 years that may have influenced how investors view its risk and reward...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

Assessing Futu Holdings (NasdaqGM:FUTU) Valuation After Recent Share Price Weakness And 1 Year Return

Futu Holdings (NasdaqGM:FUTU) has drawn investor attention after recent share price weakness, with the stock showing declines over the past month and past 3 months despite a positive 1 year total return. See our latest analysis for Futu Holdings. The recent 1 day share price return of a 5.55% decline and 30 day share price return of a 9.22% decline suggest fading short term momentum, even though the 1 year total shareholder return of 33.07% keeps the longer term picture positive. If Futu’s...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Look At Southern Copper (SCCO) Valuation After A Strong Multi Year Share Price Run

Short term and long term return snapshot Southern Copper (SCCO) has drawn attention after a strong run across multiple timeframes, with the stock showing gains over the past day, week, month, past 3 months, year to date and past year. For context, the company’s reported total returns are 3.0% over the past day, 4.6% over the past week, 13.3% over the past month and 61.7% over the past 3 months, based on the latest data provided. Looking further out, Southern Copper’s total return figures...
NYSE:BTU
NYSE:BTUOil and Gas

Assessing Peabody Energy (BTU) Valuation After Recent Share Price Pullback And Long Term Gains

Event context and recent share performance Peabody Energy (BTU) shares recently closed at $33.18, with returns over the past month, past 3 months, and year that may catch the eye of investors comparing coal producers in the broader energy sector. See our latest analysis for Peabody Energy. Peabody Energy’s 1 day and 7 day share price returns of 1.04% and 3.69% declines respectively extend a 30 day share price return of 12.59% decline, yet this sits against a 90 day share price return of...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Insulet Expands Buyback As Shares Trade Below Analyst And Fair Value Estimates

Insulet, NasdaqGS:PODD, has approved a significant increase in its share buyback authorization. The company also extended the duration of its equity repurchase program, giving management more time to execute on the plan. The expanded authorization and longer timeline point to ongoing efforts to return capital to shareholders through repurchases. For investors watching NasdaqGS:PODD, the buyback update comes as the stock trades around $249.38. Recent performance has been mixed, with a 2.7%...
NYSE:DOCN
NYSE:DOCNIT

A Look At DigitalOcean Holdings (DOCN) Valuation After Strong 2025 Results And New AI GPU Product Launches

DigitalOcean Holdings (DOCN) is back in focus after reporting full year 2025 results, with sales of US$901.43 million and net income of US$259.26 million, alongside fresh guidance and AI focused product updates. See our latest analysis for DigitalOcean Holdings. Despite the strong 2025 earnings and fresh AI product launches, the share price has recently pulled back, with a 1 day share price return of a 6.9% decline and a 7 day share price return of a 13.1% decline, while the 90 day share...
NYSE:APAM
NYSE:APAMCapital Markets

Artisan Partners Expands Alternatives As Valuation Discount And Risks Persist

Artisan Partners Asset Management (NYSE:APAM) is expanding its alternatives platform and pursuing new partnerships to support growth. The company is pushing ahead with these initiatives while facing regulatory headwinds and changing client preferences. This shift in focus is intended to broaden its actively managed offering as more capital moves toward passive products. Artisan Partners has built its business around actively managed strategies, and the move into more alternative offerings...
NYSE:DAN
NYSE:DANAuto Components

Is Dana (DAN) Pricing Reflecting Its Rapid 1 Year Share Price Rally?

If you are wondering whether Dana's current share price lines up with its underlying worth, this is a good moment to step back and look closely at what you are actually paying for. Dana's stock last closed at US$34.84, with returns of 4.3% over the past week, 12.4% over the past month, 39.6% year to date, 132.1% over 1 year and 140.1% over 3 years, compared with 62.2% over 5 years. Recent pricing moves are being assessed in light of ongoing attention on the auto parts and driveline sector,...
NasdaqGS:LILA
NasdaqGS:LILATelecom

Liberty Latin America Rebuilds Jamaica Network And Seeks Value In 5G Shift

Liberty Latin America is rebuilding its network in Jamaica after Hurricane Melissa while keeping subscriber and B2B growth on track. The company is rolling out 5G standalone mobile services in partnership with Ericsson. Liberty Latin America is working with AWS on cloud and AI capabilities to support its telecom and enterprise offerings. Liberty Latin America, ticker NasdaqGS:LILA, is drawing attention as it works through major operational disruption while still adding postpaid mobile...
NYSE:CRCL
NYSE:CRCLSoftware

SEC Stablecoin Shift Puts Circle Valuation And Adoption In Focus

The SEC has reclassified certain stablecoins, including Circle’s USDC, for broker dealer net capital calculations. Broker dealers can now apply a haircut to these stablecoins when calculating net capital, signaling formal regulatory acceptance. This change is viewed as a material regulatory shift for Circle Internet Group (NYSE:CRCL) and the broader stablecoin sector in the United States. Circle Internet Group, the issuer of USDC, sits at the intersection of digital assets and traditional...
NYSE:DRI
NYSE:DRIHospitality

Darden Restaurants Draws Attention For Quality As Valuation Signals Undervaluation

Darden Restaurants (NYSE:DRI) has been recognized for passing a quality investing screen. The company is being highlighted for strong operational execution and financial discipline. This recognition comes while the restaurant industry is dealing with soft same-store sales and supply chain pressures. Darden continues to focus on maintaining operating profitability and effective cash conversion. Darden Restaurants, the parent company behind brands like Olive Garden and LongHorn Steakhouse, is...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Wingstop Tariffs And Labor Scrutiny Test Valuation And Growth Story

Wingstop (NasdaqGS:WING) is facing new global tariffs announced by the Trump administration, which affect international trade and input costs. The company is also under public scrutiny after a former employee publicly alleged issues with labor and management practices. Social media conversations have amplified these accusations, raising questions for customers, employees, and investors. Wingstop, known for its chicken wing restaurants and franchise model, relies on international supply...
NYSE:CPA
NYSE:CPAAirlines

Is Copa Holdings (CPA) Still Attractive After A 58.6% One Year Share Price Gain?

If you are wondering whether Copa Holdings is still reasonably priced after its recent run, this article focuses squarely on what you might be paying for each dollar of the business. The stock last closed at US$141.72, with a 2.8% decline over the past 7 days, a 5.8% gain over 30 days, 16.3% year to date, 58.6% over 1 year, 83.0% over 3 years and 78.2% over 5 years. These figures may influence how you think about upside and risk today. Recent attention on Copa Holdings has centered on its...
NYSE:FN
NYSE:FNElectronic

Is It Too Late To Consider Fabrinet (FN) After A 169% One Year Surge?

If you are wondering whether Fabrinet's share price still reflects fair value after a strong run, you are not alone. This article will focus squarely on what you might be paying for today. Fabrinet recently closed at US$576.71, with returns of 16.4% over 7 days, 23.5% over 30 days, 20.3% year to date and 169.0% over 1 year, which naturally raises questions about growth potential and changes in perceived risk. Recent coverage around Fabrinet has focused on its position in optical and...
NasdaqGS:STX
NasdaqGS:STXTech

Should Seagate’s Major Debt Exchange Amid Record Storage Performance Require Action From Seagate Technology (STX) Investors?

Seagate Technology Holdings recently completed the exchange of US$600.00 million principal amount of its 3.50% Exchangeable Senior Notes due 2028 for approximately US$599.20 million in cash and 5,952,309 ordinary shares, as part of efforts to reshape its balance sheet. Ahead of this debt exchange, Seagate reported record exabyte shipments and margins for the December quarter, underscoring how balance sheet moves are occurring alongside strong operating performance in mass-capacity...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

Assessing NeoGenomics (NEO) Valuation After Earnings Growth, Wider Annual Loss And New Guidance

Why NeoGenomics (NEO) is back on investors’ radar NeoGenomics (NEO) recently released fourth quarter and full year 2025 results alongside fresh 2026 guidance, combining revenue growth, a smaller quarterly loss, and a wider full year loss that gives investors more financial clarity. See our latest analysis for NeoGenomics. NeoGenomics’ recent earnings release and 2026 guidance came after a weaker stretch for the stock, with a 30 day share price return of 22.17% and a 1 year total shareholder...
NYSE:CTRA
NYSE:CTRAOil and Gas

Is It Time To Reconsider Coterra Energy (CTRA) After Its Recent Share Price Rally?

If you are wondering whether Coterra Energy is priced attractively at around US$30.75, this article breaks down what the numbers are really saying about the stock’s value. The share price has seen a 12.1% gain over the last 30 days and is up 15.6% year to date, while the 1 year and 5 year returns sit at 13.8% and 110.1% respectively. These changes may have shifted how some investors think about its risk and reward profile. Over the past few months, Coterra has remained in focus as investors...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Is Up 8.8% After Meta Fiber Deal And Springboard Targets - Has The Bull Case Changed?

In recent months, Corning completed a US$2.03 billion share repurchase program, affirmed a quarterly dividend of US$0.28 per share, and outlined ambitious growth targets tied to its Springboard plan and large data center fiber agreements. A key development is Corning’s multi-billion anchor deal with Meta and its focus on Gen AI data center optics, which could meaningfully reshape the company’s business mix toward higher-growth communications infrastructure. We’ll now examine how Corning’s...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

Five Year BRIUMVI Data Shapes TG Therapeutics Risk Reward Profile

TG Therapeutics, listed as NasdaqCM:TGTX, released five year data for BRIUMVI in relapsing multiple sclerosis. The ULTIMATE I & II open label extension results show durable efficacy, low relapse rates, and consistent safety over the full study period. The company highlighted long term treatment adherence and improved patient outcomes as key takeaways from the new dataset. TG Therapeutics focuses on developing and commercializing treatments for serious autoimmune and B cell mediated...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

Assessing Exelon (EXC) Valuation After Recent Share Price Strength And Long Term Returns

How Exelon’s Recent Performance Might Look to Long Term Investors Exelon (EXC) has drawn fresh attention after a solid run, with the stock showing gains over the month, past 3 months, year to date, and the past year, alongside multi year total returns. For investors, the backdrop includes annual revenue of US$24.258b and net income of US$2.768b, with both revenue and net income growth reported on an annual basis, and a current share price of US$48.20. See our latest analysis for Exelon. The...
NYSE:OII
NYSE:OIIEnergy Services

Oceaneering International Shifts Beyond Oil Services With Robotics And Defense

Oceaneering International (NYSE:OII) is expanding further into robotics and digital solutions, building on its large Subsea Robotics footprint and automation offerings. The company recently secured record-setting government work within its Aerospace & Defense Technologies segment, described as its largest contract win in that area to date. Management is also targeting bolt on M&A focused on technology capabilities, with an eye on offshore renewables and digital automation...
NYSE:SCHW
NYSE:SCHWCapital Markets

Charles Schwab Compliance Report On Epstein Transfers And Investor Risk Outlook

Charles Schwab filed a suspicious activity report with U.S. authorities related to multimillion dollar transfers linked to Jeffrey Epstein. The firm reported the wire activity and subsequently ended its business relationship connected to those transactions. The disclosures raise questions for investors about Schwab's compliance processes, risk controls, and approach to reputational exposure. For investors watching Charles Schwab, ticker NYSE:SCHW, this compliance story sits alongside a...
NYSE:KNSL
NYSE:KNSLInsurance

Assessing Kinsale Capital Group’s Valuation After Strong 2025 Earnings And New US$250 Million Buyback Program

Kinsale Capital Group (KNSL) is back in focus after reporting its fourth quarter and full year 2025 results, alongside a new US$250 million share repurchase plan and continued dividends. See our latest analysis for Kinsale Capital Group. The recent earnings beat, new US$250 million buyback authorization and ongoing dividends come against a softer share price backdrop, with a 30 day share price return of an 8.36% decline and a 1 year total shareholder return of a 12.61% decline, while the 5...
NYSE:V
NYSE:VDiversified Financial

Is It Time To Reassess Visa (V) After Recent Share Price Weakness?

If you are wondering whether Visa is attractively priced or already fully valued, you are not alone. This article will walk through what the current share price might be implying. Visa recently closed at US$306.52, with returns of a 2.4% decline over 7 days, a 6.0% decline over 30 days, an 11.5% decline year to date, and an 11.7% decline over 1 year. The 3 year and 5 year returns sit at 42.3% and 46.8% respectively. Recent headlines around Visa have focused on its role in global payments,...