U.S. Transportation Stock News

Conestoga Capital Advisors recently called out Bentley Systems (BSY) in its fourth quarter 2025 investor letter, after the stock moved lower on softer revenue growth, margin pressure from higher investments, and uncertainty around project timing and public-sector spending. See our latest analysis for Bentley Systems. Bentley Systems shares have come under pressure in recent months, with a 30 day share price return of 12.9% and a 90 day share price return decline of 17.6%. This has contributed...

Pilgrim’s Pride Corporation has reported its fourth-quarter 2025 results, with sales rising to US$4,517.84 million while net income fell to US$87.99 million compared with the same period a year earlier. For full-year 2025, sales increased to US$18.50 billion while net income held roughly flat at just over US$1.08 billion, highlighting volume growth but more pressured profitability. We’ll now examine how Just Bare’s more than US$1.00 billion in annual retail sales reshapes Pilgrim’s Pride’s...

Intel (INTC) is back in focus after its recent share moves, with the stock now around US$44.11. For investors, the key question is how current performance metrics align with longer term return history. See our latest analysis for Intel. Recent moves have been choppy, with a 1-day share price return of 1.14% decline and a 7-day share price return of 5.73% decline. However, the 90-day share price return of 23.25% and 1-year total shareholder return of 77.36% suggest momentum has been building...

Why Perrigo Stock Is On Watch Today Perrigo (PRGO) has drawn fresh attention after recent trading left the shares at a last close of $14.97. This has prompted investors to reassess the consumer self care specialist’s long term return profile and current valuation. See our latest analysis for Perrigo. The recent 0.54% 1 day and 17.87% 90 day share price returns contrast with a 37.58% 1 year total shareholder return decline, which suggests that momentum has picked up after a tougher stretch for...

Recently, Hertz Global Holdings has come under pressure as analysts highlighted weakening fundamentals, including declining unit sales, shrinking returns on capital, and a high net-debt-to-EBITDA ratio amid rising competitive intensity. This combination of softer operating trends and elevated leverage has amplified concerns that the company has limited room to absorb further business setbacks without straining its balance sheet. Next, we’ll examine how Hertz’s elevated debt burden and...

Erie Indemnity overview after recent share performance Erie Indemnity (ERIE) has seen its share price under pressure recently, with a 0.58% decline over 1 day, a 2.17% decline over the past week, and a 6.47% decline over the past 3 months. See our latest analysis for Erie Indemnity. Looking beyond the recent softness, Erie Indemnity’s short term share price pressure sits alongside a much weaker 1 year total shareholder return of 27.58% and more modest 3 and 5 year total shareholder returns of...

Lowe's Companies (LOW) is in focus after two key moves: a new partnership with Affirm to offer flexible payment plans for home projects, and plans to cut about 600 corporate and support roles. See our latest analysis for Lowe's Companies. At a share price of $280.36, Lowe's has seen momentum build over the past quarter, with a 90 day share price return of 22.56% and a 1 year total shareholder return of 19.58% that sits on top of a 92.60% total shareholder return over five years. If this...

Tyler Technologies (TYL) recently released its fourth quarter and full year 2025 results, reporting revenue and net income for both periods above the prior year. These results put the latest stock moves in the context of fresh fundamentals. See our latest analysis for Tyler Technologies. The earnings release appears to have landed against a weak backdrop, with a 30 day share price return of 27.08% and a 90 day share price return of 30.03%. At the same time, the 1 year total shareholder return...

The Pennsylvania Public Utility Commission previously opened an investigation into National Fuel Gas Distribution Corp.’s proposed 7.4% base delivery rate increase and related customer refunds, including a one-time US$30 credit for low-income customers. At the same time, National Fuel Gas has drawn attention for its comparatively low valuation and strong profitability metrics, prompting fresh interest from value-focused investors. We’ll now examine how the Pennsylvania rate case review could...

Lawsuit puts Roblox under closer regulatory spotlight Roblox (RBLX) is back in focus after Los Angeles County filed a lawsuit claiming the platform did not provide adequate protection for minors, raising questions about regulatory, legal, and reputational risk for shareholders. See our latest analysis for Roblox. At around $62.00, Roblox’s 1 month share price return of 16.35% and 3 month share price return of 31.55% indicate a moderation in recent momentum, while the 3 year total shareholder...

Why Seaboard’s latest earnings and dividend matter Seaboard (SEB) released full year 2025 results alongside a new quarterly cash dividend, a combination that tends to draw attention from income focused investors and those tracking the company’s profitability. See our latest analysis for Seaboard. Seaboard’s recent news sits against a mixed price backdrop, with a 1 day share price return of 1.36% and a 90 day share price return of 12.31%, while the 1 year total shareholder return of 72.25%...

Board appointment puts governance in focus for Tarsus Pharmaceuticals Tarsus Pharmaceuticals (TARS) has drawn fresh investor attention after appointing former Allergan CEO David Pyott to its Board of Directors, just days before reporting Q4 2025 results and providing an update on commercialization progress. See our latest analysis for Tarsus Pharmaceuticals. The appointment of David Pyott comes as Tarsus shares trade at US$66.61, with a 1 day share price return of 1.63% and a 7 day share...

FLEX LNG (FLNG) is in focus after reporting weaker fourth quarter and full year 2025 earnings, along with a fresh dividend declaration, a mix that raises practical questions about how its cash generation supports shareholder payouts. See our latest analysis for FLEX LNG. The recent earnings miss and fresh dividend come after a period of steady share price momentum, with an 11.43% year to date share price return and a 28.76% total shareholder return over the past year. This suggests income...

In February 2026, HELLENiQ ENERGY, in collaboration with Chevron, signed Lease Agreements with the Hellenic Republic to explore four ultra-deepwater offshore blocks south of Crete and the Peloponnese, covering about 47,000 square kilometers, with Chevron holding a 70% operating interest and HELLENiQ ENERGY 30%. This move deepens Chevron’s footprint in the Eastern Mediterranean, adding large, complex exploration acreage to a regional portfolio that already includes producing gas fields in...

In February 2026, Leggett & Platt reported that fourth-quarter 2025 sales fell to US$938.6 million from US$1,056.4 million a year earlier, while net income rose to US$25.2 million and diluted EPS from continuing operations increased to US$0.18. For full-year 2025, the company’s sales slipped to US$4.06 billion from US$4.38 billion, yet it moved from a US$511.5 million net loss to a US$235.4 million net profit with diluted EPS from continuing operations of US$1.69 replacing a prior diluted...

On February 18, 2026, Conagra Brands, Inc. expanded its board to 12 members by appointing former Target executive John Mulligan and former US Foods CEO Pietro Satriano, assigning them to key governance, human resources, and audit/finance committees. The addition of seasoned leaders with deep retail, foodservice, and financial oversight experience adds fresh oversight at a time when Conagra is managing goodwill impairments, weaker organic sales, and questions around its sizeable dividend. Now...

In mid-February 2026, Boot Barn Holdings raised its full-year outlook after reporting continued strong sales across key merchandise categories and improved merchandise margin expectations. The company also outlined an accelerated expansion plan, targeting 70 new stores in fiscal 2026 and about 20 more in early fiscal 2027, highlighting management’s confidence in store-level performance. With Boot Barn upgrading its full-year outlook, we’ll now assess how this stronger guidance shapes the...

Kirby Corporation recently appointed Tracy A. Embree as an independent director to its Board, effective 16 February 2026, adding extensive industrial, manufacturing, and power generation leadership experience. Her cross-industry executive background and current roles on other major corporate boards may reshape how investors assess Kirby’s governance and industry expertise. We’ll now examine how Embree’s appointment, with her deep power generation and industrial operations experience, could...

Why Tutor Perini (TPC) Is Back On Investors’ Radar Recent commentary around Tutor Perini (TPC) highlights a sharp move in quarterly EPS, healthier free cash flow, and gradual margin recovery, with technical trends and brokerage views pointing to renewed investor interest. See our latest analysis for Tutor Perini. The recent 2.36% 1 day share price return and 14.33% 30 day share price return, on top of a very large 1 year total shareholder return, suggests momentum has been building as...

Why wildfire litigation around SoCalGas is back in focus for Sempra (SRE) Recent commentary on Sempra (SRE) has zeroed in on new wildfire related legal challenges tied to SoCalGas and the Eaton fire, pushing investors to reassess how much California litigation risk is baked into the stock. See our latest analysis for Sempra. The wildfire litigation noise is arriving just as the share price has moved to US$93.55, with an 8.86% one-month share price return but a flatter 90-day move. The 1-year...

Charles River Laboratories International recently reported fourth-quarter and full-year 2025 results, including revenue of US$994.23 million for the quarter, a net loss of US$276.56 million, significant impairment charges, and new 2026 guidance calling for at least flat to 1.5% reported revenue growth and GAAP EPS of US$6.30 to US$6.80. Alongside the earnings, the company announced major leadership changes, appointing Glenn G. Coleman as Chief Financial Officer effective April 6, 2026, and...

Southern (SO) is back in focus after lifting its five year capital spending plan to US$81b, a US$5b increase, to serve rising power demand from data centers and industrial customers. See our latest analysis for Southern. Recent trading has been relatively steady, with a 30 day share price return of 7.72% and a year to date share price return of 8.17%, while the 5 year total shareholder return of 100.33% points to stronger longer term momentum. If Southern’s spending plans have you thinking...

ImmunityBio (IBRX) is back in focus after the European Commission granted conditional marketing authorization for Anktiva plus BCG in BCG-unresponsive non-muscle invasive bladder cancer across 33 countries, expanding its global reach. See our latest analysis for ImmunityBio. The European approval comes at a time when ImmunityBio’s share price has already seen strong momentum, with a 7 day share price return of 46.34% and a 90 day share price return of 304.65%, while the 1 year total...

Recent coverage of OneMain Holdings has highlighted growing hedge fund interest and mixed analyst views as they weigh inflation, consumer sentiment, and broader macroeconomic uncertainty for the nonprime lending specialist. This tension between institutional enthusiasm and caution about the economic backdrop has brought fresh attention to how OneMain’s risk profile and growth ambitions intersect. With this backdrop of strong hedge fund interest but cautious analyst commentary on the macro...