U.S. Transportation Stock News

NasdaqGM:NAMS
NasdaqGM:NAMSBiotechs

NewAmsterdam Pharma (NAMS) Quarterly Loss Of US$72 Million Tests Bullish Profitability Forecasts

NewAmsterdam Pharma (NasdaqGM:NAMS) has just posted its FY 2025 numbers with Q3 revenue of US$0.3 million, a basic EPS loss of US$0.61, and net income loss of US$72.0 million, setting the tone for a year that still reflects heavy investment. The company has seen quarterly revenue move between US$0.3 million and US$29.1 million over the last six reported periods, while basic EPS has ranged from a loss of US$0.15 to a loss of US$0.93. Margins remain firmly in loss-making territory even as...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes Deepens Data Center And Refinery Ties For Stickier Growth

Baker Hughes secured a major order to supply gas turbine technology for data center power needs, targeting rising electricity demand from AI and digital workloads. The company also entered a new preferred provider agreement with Marathon Petroleum, covering multi year access to Baker Hughes equipment and technology. Both deals point to a broader push by Baker Hughes into power and industrial projects that sit alongside its traditional energy services business. NasdaqGS:BKR is trading at...
NYSE:AU
NYSE:AUMetals and Mining

Assessing AngloGold Ashanti (NYSE:AU) Valuation As Q4 Results And Augusta Gold Deal Fuel Investor Interest

AngloGold Ashanti (AU) is back in focus as investors look ahead to its fourth quarter 2025 earnings update on February 20, with attention on higher gold prices, production growth, and the recent Augusta Gold acquisition. See our latest analysis for AngloGold Ashanti. Those fundamentals are now meeting strong market interest, with the share price at $107.63 after a 34.86% 90 day share price return and a very large 1 year total shareholder return. This suggests momentum has been building...
NasdaqGS:REG
NasdaqGS:REGRetail REITs

Regency Centers Debt Deal And Shelf Filing Reframe Growth And Risk

Regency Centers priced a $450 million public offering of senior unsecured notes. The company also filed a new shelf registration statement, enabling future securities issuance. These capital moves relate to refinancing needs and potential funding for future projects. Regency Centers (NasdaqGS:REG) is active in the capital markets at a time when its shares recently closed at $75.72. The stock has returned 11.4% year to date and 64.4% over five years, which gives investors some context for...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Assessing Alnylam Pharmaceuticals (ALNY) Valuation After First Profitable Year And Rapid Revenue Growth

Alnylam Pharmaceuticals (ALNY) is back in focus after its latest earnings report, where revenue for 2025 reached US$3.71 billion and the company reported full-year net income of US$313.75 million. See our latest analysis for Alnylam Pharmaceuticals. The share price has been volatile, with a 10.01% 7 day share price return and a 22.23% decline over 90 days. However, the long term total shareholder return of 35.21% over 1 year and 131.51% over 5 years points to stronger momentum over multi year...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

The Bull Case For Bitmine Immersion Technologies (BMNR) Could Change Following Massive Ethereum Staking And MrBeast Deal

In recent weeks, Bitmine Immersion Technologies filed a US$315.24 million shelf registration tied to an ESOP-related common stock offering, expanded its Ethereum treasury to about 4.37 million ETH with most of it staked, and committed US$200 million to MrBeast’s Beast Industries. Together with the planned launch of its MAVAN staking platform, these moves signal an effort to deepen Ethereum infrastructure capabilities while linking its ecosystem to a massive global creator audience. We’ll now...
NYSE:LZB
NYSE:LZBConsumer Durables

La Z Boy (LZB) Margin Compression in Q3 2026 Tests Bullish Earnings Narratives

La Z Boy (LZB) just posted Q3 2026 results with revenue of US$541.6 million and basic EPS of US$0.53, alongside net income of US$21.7 million, putting fresh numbers behind the recent pullback in profitability. The company has seen quarterly revenue move from US$521.8 million in Q3 2025 to US$541.6 million in Q3 2026, while basic EPS shifted from US$0.69 to US$0.53 over the same stretch, giving investors a clear read on how the top line and per share earnings are tracking. With trailing 12...
NYSE:QSR
NYSE:QSRHospitality

Restaurant Brands China Venture Reshapes Growth Prospects And Profitability Outlook

Restaurant Brands International (NYSE:QSR) has agreed to shift majority control of Burger King China to a new joint venture with CPE Alder Investment Limited. The partners plan significant capital investment aimed at roughly doubling Burger King’s restaurant count in China by 2030. Management has paired this move with fresh commentary on dealing with cost pressures and uneven consumer demand across its brands. Restaurant Brands International, trading at $68.86, operates in the global quick...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer Aviation Bristol Hub News Meets Shifting Valuation And Sentiment

Archer Aviation has selected Bristol for its new UK Engineering Hub. The hub is intended to support commercial and defense aerospace work with partners including Anduril UK and GKN. The move connects Archer to UK programs such as Project NYX and the Ministry of Defence’s Land Autonomous Collaborative Platform. For investors watching Archer Aviation (NYSE:ACHR), the Bristol hub comes at a time when the stock trades around $6.97, with a mixed return profile. The shares show a very large 3...
NYSE:HWM
NYSE:HWMAerospace & Defense

Howmet Aerospace Weighs CAM Acquisition Against Higher Debt And Growth Aims

Howmet Aerospace (NYSE:HWM) announced a multi billion dollar plan to acquire Consolidated Aerospace Manufacturing, CAM. The deal will be financed through a major public offering of senior notes, representing a significant new debt commitment. The transaction is positioned as a material expansion of Howmet's aerospace components footprint and customer reach. For shareholders watching NYSE:HWM, this acquisition comes with the stock trading at $249.35 and a very large 3 year return, alongside...
NYSE:ELF
NYSE:ELFPersonal Products

Does e.l.f. Beauty’s (ELF) New Director and Buyback Reset Its Capital Allocation Narrative?

In February 2026, e.l.f. Beauty, Inc. appointed veteran consumer-products executive and former Church & Dwight CEO Matthew Farrell to its Board of Directors as a Class I director, while also completing a US$100.53 million share repurchase program covering 1,587,303 shares announced in August 2024. This combination of adding an experienced operator with deep finance and consumer-brand expertise and returning capital through buybacks could influence how investors assess e.l.f.’s governance...
NasdaqGS:VECO
NasdaqGS:VECOSemiconductor

Is It Time To Reconsider Veeco Instruments (VECO) After Recent Share Price Weakness

If you are wondering whether Veeco Instruments is attractively priced or already fully valued, you are not alone. This article is set up to walk you through what the current share price might be implying. The stock recently closed at US$29.32, with returns of a 10.1% decline over 7 days, an 11.1% decline over 30 days, a 4.0% decline year to date, but a 17.8% return over 1 year, 41.8% over 3 years and 31.4% over 5 years. Recent price moves sit against a backdrop of ongoing interest in...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Energy (DVN) Margins Weaken As Q4 Production Costs Challenge Bullish Efficiency Narrative

Devon Energy (DVN) has wrapped up FY 2025 with Q4 revenue of US$4.1b, basic EPS of US$0.90 and net income of US$562 million, while the trailing twelve months show revenue of US$17.2b and EPS of US$4.18. Over the past few quarters, revenue has moved between US$3.9b and US$4.3b per quarter with basic EPS ranging from US$0.77 to US$1.42. This gives investors a clear view of how top line and per share earnings have tracked through the year. With trailing net margin of 15.4% and detailed realized...
NYSE:STAG
NYSE:STAGIndustrial REITs

STAG Industrial Dividend Rise And Quarterly Shift Underline Valuation Debate

STAG Industrial (NYSE:STAG) announced a 4% dividend increase and a move from monthly to quarterly payouts. The change follows what management described as strong core financial performance and active acquisition activity. The updated dividend policy is positioned as a reflection of confidence in the company’s financial position. STAG Industrial is a real estate investment trust focused primarily on single tenant industrial properties across the US. For income focused investors, the...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

What KLA (KLAC)'s Reaffirmed Dividend Amid AI Demand Means For Shareholders

KLA Corporation’s board previously affirmed a quarterly cash dividend of US$1.90 per share, paid on March 3, 2026 to shareholders of record as of February 17, 2026, following the stock’s ex-dividend date on February 6, 2026. This dividend decision comes as KLA reports higher recent revenue and earnings, supported by AI infrastructure demand and strength in advanced packaging technologies. With KLA’s dividend reaffirmed amid growing AI and advanced packaging demand, we’ll now explore how this...
NYSE:RSG
NYSE:RSGCommercial Services

Republic Services (RSG) Margin Resilience Challenges Concerns Over Slowing Earnings Growth

Republic Services (RSG) has wrapped up FY 2025 with fourth quarter revenue of US$4.1b and basic EPS of US$1.76, alongside trailing twelve month revenue of US$16.6b and EPS of US$6.86 anchoring the full year picture. The company has seen quarterly revenue move from US$4.0b in Q4 2024 to US$4.1b in Q4 2025, while basic EPS shifted from US$1.63 to US$1.76 over the same period, with trailing twelve month net income at US$2.1b providing added context for earnings power. With trailing net profit...
NYSEAM:TMP
NYSEAM:TMPBanks

Tompkins Financial (TMP) Valuation Check After Recent Share Price Strength And Discounted Earnings Multiple

Tompkins Financial: Recent Performance Snapshot Tompkins Financial (TMP) has attracted fresh attention after a strong past 3 months, with the stock showing a 25.82% total return and an 8.71% move over the past month. See our latest analysis for Tompkins Financial. Despite a small pullback in the past week, Tompkins Financial’s recent 30 day and year to date share price returns, alongside a 1 year total shareholder return of 22.53%, point to momentum that has been building rather than fading...
NYSE:CWH
NYSE:CWHSpecialty Retail

Camping World Weighs Sector RV Strength Against Debt And Cash Flow Strain

LCI Industries recently reported strong results, pointing to firm demand for RV components and active production across the sector. This contrasts with Camping World Holdings' recent earnings, which highlight financial and operational pressure, including debt and weaker cash generation. Investors are weighing robust supplier data against company specific headwinds at Camping World Holdings, NYSE:CWH. For Camping World Holdings, NYSE:CWH, the latest sector read through from LCI Industries...
NYSE:AHL
NYSE:AHLInsurance

A Look At Aspen Insurance Holdings (AHL) Valuation After Recent Steady Share Performance

Why Aspen Insurance Holdings Is On Investors’ Radar Aspen Insurance Holdings (AHL) has drawn attention after recent share moves, with the stock last closing at $37.50. For investors, the current price sets the context for reviewing its fundamentals and recent returns. See our latest analysis for Aspen Insurance Holdings. The recent 1-day share price return of 0.40% ties into a steady pattern, with 30-day and 90-day share price returns of 0.59% and 1.38% suggesting gradually building momentum...
NYSE:DLX
NYSE:DLXCommercial Services

A Look At Deluxe’s (DLX) Valuation As It Shifts Toward Payments And Data Solutions

Deluxe (DLX) has completed a multi year share repurchase program, buying back 4,796,490 shares, or 10.79% of its stock for US$212.55 million, and reported higher revenue and net income for 2025. See our latest analysis for Deluxe. At a share price of US$27.32, Deluxe has seen strong recent momentum, with a 30 day share price return of 11.65% and a 90 day share price return of 44.93%. The 1 year total shareholder return of 62.50% contrasts with a weaker 5 year total shareholder return of a...
NYSE:SPGI
NYSE:SPGICapital Markets

Why S&P Global (SPGI) Is Up 7.3% After Strong 2025 Results And New Climate-Risk Push

In February 2026, S&P Global reported fourth-quarter 2025 sales of US$3,916 million and net income of US$1,134 million, issued full-year 2025 results showing higher sales and earnings than the prior year, and guided to 2026 reported revenue growth of 6.6% to 8.6%. Alongside these results, S&P Global completed a multi-year share repurchase program totaling 27,221,430 shares for US$12.85 billion and drew fresh attention through insider share purchases, new climate-risk data collaborations, and...
NYSE:MTB
NYSE:MTBBanks

A Look At M&T Bank (MTB) Valuation After Its Recent Share Price Momentum

What M&T Bank’s Recent Performance Tells You Right Now M&T Bank (MTB) has drawn attention after a strong recent run in the share price, with the stock around $231.75 and showing double digit gains over the past 3 months and year. For investors watching bank stocks, the company’s mix of commercial, retail, and wealth management services, along with value metrics such as its reported intrinsic discount and value score, is prompting fresh interest in how the current price compares with...
NYSE:MP
NYSE:MPMetals and Mining

Pentagon’s US$400 Million Equity Stake Could Be A Game Changer For MP Materials (MP)

In July 2025, the U.S. Department of Defense made a direct US$400 million preferred equity investment in MP Materials, including warrants, to support its rare earth mine and emerging metals and magnet manufacturing facility in Texas as part of efforts to strengthen domestic supply chains. This government ownership stake highlights MP Materials’ growing role in U.S. national security policy, potentially reshaping how investors view its risk profile and funding access. We’ll now examine how...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

LGI Homes Tests Premium Terrata Brand With California Murieta Hills Launch

LGI Homes (NasdaqGS:LGIH) has opened Murieta Hills, its first Terrata Homes community in California. The launch brings the Terrata Homes brand into a higher priced West Coast market alongside LGI Homes’ core affordable offerings. This move expands the company’s geographic footprint and introduces a higher end product mix within its portfolio. LGI Homes, known for its focus on entry level and affordable single family homes, is adding a premium layer to its portfolio with Terrata Homes in...