U.S. Transportation Stock News

NYSE:SMR
NYSE:SMRElectrical

NuScale Power (SMR) Signs Fuel MOU, Is The Valuation Gap Too Wide?

NuScale Power (SMR) has drawn fresh attention after Curio and Framatome signed an MOU with the company to evaluate an integrated nuclear fuel solution for United States and international markets. See our latest analysis for NuScale Power. The latest share price of NuScale Power at US$9.29 comes after a 1 month share price return of 16.71%. However, the year to date share price return is down 43.04% and the 1 year total shareholder return is down 72.51%. Recent momentum has therefore picked up...
NYSE:EFC
NYSE:EFCMortgage REITs

3 Mortgage Finance Stocks Most Exposed To Higher Long Term Yields

Long term yields are climbing, mortgage costs are under pressure and the bond market is sending a very different message to record stock indexes. That mix can punish some parts of housing finance while opening up selective openings for others. If you care about where your capital sits as borrowing costs adjust, this article walks through 3 stocks from the U.S. Mortgage and Housing Finance screener that appear particularly exposed to this news shock. The three stocks below are just a starting...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo (PEP) Stock May Be 15% Undervalued On Cash Flow

PepsiCo stock has delivered a decline of 11.1% over the past three years, yet current valuation work suggests the shares may now trade below what the underlying cash flows imply, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to potential undervaluation. Over the last three years, PepsiCo has produced a total shareholder return of 11.1% in decline, which raises the question of whether recent pricing already reflects a tougher period for the...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Intuitive Machines (LUNR) Lands NASA Mission And Starts Work On $600 Million Program

Intuitive Machines (NasdaqGM:LUNR) has been selected by NASA JPL to deliver spacecraft, integration, and mission operations for the EAGLE-VSWIR Earth science mission, which is targeting a 2028 launch. The contract is the company’s second major Earth science mission for NASA and extends use of its IM 300 bus platform, with potential applications for future lunar and Mars exploration. Separately, Intuitive Machines received authorization from a customer to begin work on a multi-satellite...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR) Advances REDEMPLO Launch, Is The Stock Still Undervalued?

Arrowhead Pharmaceuticals (ARWR) drew fresh investor attention after REDEMPLO, its plozasiran therapy for familial chylomicronaemia syndrome, was listed in the Lauer-Taxe database following European marketing authorisation supported by Phase 3 PALISADE trial data. See our latest analysis for Arrowhead Pharmaceuticals. Against this regulatory milestone, Arrowhead Pharmaceuticals has seen strong momentum, with a 30 day share price return of 24.79% and a year to date share price return of...
NYSE:LUV
NYSE:LUVAirlines

Is Southwest Airlines (LUV) Stock Fairly Valued After A 40% Run?

Southwest Airlines stock has delivered a solid 40.0% return over the past three years, yet the current valuation checks and recent pullback suggest it may no longer look like an obvious bargain at today’s price. Over the past 3 years, Southwest Airlines has returned 40.0%, which puts recent weakness into context as a giveback after a strong multi year run. Future cash generation from Southwest Airlines' route network and cost structure can support the current share price, while any sustained...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

IDEAYA Biosciences (IDYA) Is Up 5.2% After Genentech KRAS G12D Trial Collaboration News - Has The Bull Case Changed?

IDEAYA Biosciences announced that it entered a clinical collaboration with Genentech to test IDE892, its investigational MTA-cooperative PRMT5 inhibitor, in combination with Genentech's KRAS G12D inhibitor GDC-7035 in MTAP-deleted, KRAS G12D-mutant pancreatic ductal adenocarcinoma, with Genentech sponsoring the trial and IDEAYA supplying IDE892. A key insight is that this partnership targets a genetically defined PDAC subgroup that currently lacks approved targeted therapies, highlighting...
NYSE:AI
NYSE:AISoftware

The Bull Case For C3.ai (AI) Could Change Following Siebel’s CEO Return Amid Ongoing Revenue Declines

C3.ai recently faced renewed attention after reporting ongoing revenue declines and bringing founder Thomas Siebel back as CEO in June 2026, amid persistent questions about sales efficiency and cash usage. Investors are now weighing whether Siebel’s return can address extended sales payback periods and a history of cash burn that has raised concerns about the company’s long-term business model. Next, we’ll examine how Siebel’s return amid persistent revenue pressures may reshape C3.ai’s...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Is Lucid Group (LCID) Cheap Following Its Gravity GT S Launch?

Lucid Group (LCID) has drawn fresh attention after unveiling the Lucid Gravity GT-S, a US only, performance focused version of its three row SUV, just months after a difficult stretch for shareholders. See our latest analysis for Lucid Group. Lucid Group's recent Lucid Gravity GT-S launch comes after a difficult stretch for investors, with the share price down sharply year to date and the 1 year total shareholder return declining 71.67%, while the 3 year and 5 year total shareholder returns...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing (BA) Stock Still Trades At A Discount As It Gains 6%

Boeing stock has climbed about 6.1% over the past month, and current checks suggest it is not clearly cheap or clearly expensive, while a Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a 43.3% discount to that model. The roughly 6.1% gain in the past 30 days puts Boeing on the radar again for investors who care about whether recent momentum is backed up by valuation. Recent headlines around the Archer Aviation deal and regulatory scrutiny of the 737 MAX...
NYSE:EPAM
NYSE:EPAMIT

Is EPAM Systems (EPAM) A Bargain As Earnings And Guidance Reset Expectations?

EPAM Systems (EPAM) stock is back in focus after the company reported second quarter and first half 2026 results, updated its earnings guidance and confirmed substantial progress on its ongoing share repurchase program. See our latest analysis for EPAM Systems. The recent earnings update, fresh guidance and confirmation of the completed share repurchase appear to have reset expectations for EPAM Systems. A 1-month share price return of 20.10% and a 7-day share price return of 7.06% contrast...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

Should Upgraded Earnings Estimates and Oversold Trading in IIPR Require Action From Innovative Industrial Properties Investors?

In recent weeks, Innovative Industrial Properties has seen heavy prior selling ease while analysts raised earnings estimates and maintained a favorable Zacks Rank #2 (Buy), signaling improved expectations for the cannabis-focused REIT’s financial performance. This combination of upgraded earnings projections and the stock moving into oversold territory has prompted a reassessment of IIPR’s risk-reward profile among market watchers. Next, we’ll examine how these higher earnings estimates...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Does Nextpower’s (NXT) Record Backlog and AGM Support Reveal Its True Competitive Moat?

At its August 18, 2026 AGM, Nextpower Inc. shareholders approved amendments to the company’s Second Amended & Restated Certificate of Incorporation while management reported record revenue and a backlog above US$5.50 billion, excluding energy storage. The combination of a very large solar tracker deployment footprint of over 160 gigawatts and broad shareholder support for all AGM proposals underscores both operational scale and governance continuity at Nextpower. We’ll now consider how this...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Intuit (INTU) Shares Just Moved, So What Is Driving Attention Today?

Intuit (INTU) is back in focus after expanding its Intuit Intelligence AI tools across QuickBooks Online Advanced and Intuit Enterprise Suite, a move that coincides with stronger broker sentiment ahead of fiscal Q4 results. See our latest analysis for Intuit. The latest Intuit Intelligence update has coincided with a sharp rebound in Intuit’s share price, with a 30 day share price return of 23.36% and a 90 day share price return of 18.04%. However, the year to date share price return is still...
NYSE:CXW
NYSE:CXWCommercial Services

CoreCivic (CXW) Lifted Its 2026 Guidance, Is The Stock Still Undervalued?

CoreCivic (CXW) updated its 2026 earnings guidance, now expecting net income of about $1.492 billion to $1.511 billion and diluted EPS of $15.62 to $15.82, reflecting impacts from a large ASR agreement. See our latest analysis for CoreCivic. The updated guidance comes after a strong run in CoreCivic’s stock, with a 90-day share price return of 51.47% and a year-to-date share price return of 68.19%, alongside a 3-year total shareholder return of 209.08%. Short-term momentum has eased, however,...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Applied Optoelectronics (AAOI) Shares Moved, What Is Behind The Attention?

Applied Optoelectronics (AAOI) is drawing fresh attention after reporting second quarter 2026 results with higher sales alongside wider losses, and issuing third quarter revenue guidance that points to a larger business scale. See our latest analysis for Applied Optoelectronics. The share price reaction has been sharp in the short term, with a 1 day share price return of 7.02% and a 7 day return of 11.51% decline, while the 30 day return of 18.61% gain suggests positive momentum following...
NYSE:CALX
NYSE:CALXCommunications

Is Calix (CALX) Undervalued As Strong Q2 Results Lift Its Shares?

Calix (CALX) has just reported second quarter 2026 results that exceeded revenue and earnings expectations, with strong demand for its cloud and managed services, as well as fresh client wins and product launches, supporting recent share price strength. See our latest analysis for Calix. Calix shares have picked up recently, with a 1 day share price return of 3.55% and a 30 day share price return of 5.74%. However, the year to date share price return is still down 24.33% and the 1 year total...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

How Opendoor’s New Zero-Coupon Convertible Notes and Rising Acquisitions Will Impact Opendoor Technologies (OPEN) Investors

Opendoor Technologies Inc. recently completed a US$650 million offering of zero-coupon, senior unsecured convertible notes due August 15, 2030, adding a new layer to its capital structure. Alongside this financing, Opendoor has reported stronger home acquisition activity and improved seller conversion, suggesting its iBuying model is gaining operational traction despite a still-challenging housing backdrop. We’ll now examine how the new zero-coupon convertible notes and rising home...
NasdaqCM:SNDL
NasdaqCM:SNDLPharmaceuticals

3 Undervalued Small Caps With Insider Buying Across Regions

In the last week, the United States market has stayed flat, yet over the past 12 months, it has experienced a notable rise of 20%, with earnings projected to grow by 17% annually in the coming years. In this context of growth and stability, identifying small-cap stocks that are perceived as undervalued can be appealing to investors seeking opportunities for potential gains.
NYSE:ARX
NYSE:ARXInsurance

August 2026's High Growth Companies With Strong Insider Ownership

In the last week, the United States market has remained flat, yet it has experienced a 20% increase over the past year with earnings projected to grow by 17% annually in the coming years. In this context of robust growth expectations, identifying high-growth companies with strong insider ownership can offer insights into businesses where those closest to the company have significant confidence in its future prospects.
NasdaqGS:TIGR
NasdaqGS:TIGRCapital Markets

TROOPS Leads Our Top 3 Penny Stock Selections

In the last week, the market has stayed flat, but it is up 20% over the past year with earnings forecasted to grow by 17% annually. For investors willing to explore beyond well-known stocks, penny stocks can be full of surprises as they often represent smaller or newer companies that might offer significant opportunities. While the term "penny stocks" might seem outdated, these investments remain relevant for those seeking value in companies with robust financials and potential for growth.