U.S. Transportation Stock News

NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Critical Metals Tanbreez Assays Highlight Resource Scale But Share Volatility

Critical Metals (NasdaqGM:CRML) reported final assay results from its 2025 drilling program at the Tanbreez Rare Earths Project in Greenland. The results highlight substantial rare earth mineralization across the project area. Management indicated that the assays reinforce the large scale resource potential and support future development plans. The company plans to use these data to guide further drilling and advance key project milestones in 2026. Critical Metals, trading at $9.83, has...
NYSE:WST
NYSE:WSTLife Sciences

West Pharmaceutical Services Margins Slip To 16.3% Raising Questions Around Bullish Growth Narratives

West Pharmaceutical Services (WST) just posted its FY 2025 third quarter scorecard, with revenue of US$804.6 million and basic EPS of US$1.94 setting the tone for the latest update. The company has seen revenue move from US$702.1 million in Q2 2024 to US$804.6 million in Q3 2025, while basic EPS has ranged from US$1.52 in Q2 2024 to US$1.94 in the latest quarter. This gives investors a clearer view of how the top line and per share earnings have tracked through the last six reported periods...
NYSE:ADM
NYSE:ADMFood

Akralos Venture Puts ADM Animal Nutrition And Valuation In Focus

ADM (NYSE:ADM) and Alltech have launched Akralos, a North American animal nutrition joint venture, which is now fully operational. The venture combines ADM’s feed operations with Alltech’s brands and expertise in animal nutrition. Akralos is positioned as one of the largest animal feed and nutrition platforms in North America. For you as an investor looking at ADM (NYSE:ADM), Akralos ties directly into the company’s existing footprint in agricultural processing and animal feed. Animal...
NYSE:TRU
NYSE:TRUProfessional Services

TransUnion (TRU) Margin Jump To 9.5% Challenges Earnings Skeptics

TransUnion (TRU) just posted its latest FY 2025 numbers with Q3 revenue of US$1.2b, basic EPS of US$0.50 and net income excluding extra items of US$96.6m, set against trailing 12 month revenue of US$4.4b and EPS of US$2.16. These figures reflect an 87.5% year over year earnings jump and a move in net margin from 5.5% to 9.5%. The company has seen quarterly revenue range from US$1.0b in Q4 2024 to US$1.2b in Q3 2025. Over the same period, quarterly EPS moved from US$0.34 to US$0.76 and then...
NYSE:BMI
NYSE:BMIElectronic

Is Badger Meter’s (BMI) Insider Buying Amid Margin Pressures Quietly Reframing Its Competitive Narrative?

In early February 2026, Badger Meter reported a fourth-quarter earnings miss while Executive Vice President Robert Wrocklage acquired 1,650 company shares amid ongoing cost and competitive pressures. This combination of weaker-than-expected results, margin headwinds and insider buying has sharpened investor focus on the company’s resilience and long-term positioning in smart water infrastructure. With insider buying occurring alongside margin pressures from tariffs and input costs, we’ll now...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Assessing Lam Research (LRCX) Valuation After Earnings Beat And New AI Collaboration With CEA Leti

Lam Research (LRCX) is back in focus after reporting quarterly results ahead of analyst expectations and unveiling a multi year collaboration with CEA Leti, aimed at next generation semiconductor devices for AI and high performance computing. See our latest analysis for Lam Research. The recent earnings beat and CEA Leti partnership come on top of strong price momentum, with a 90 day share price return of 56% and a very large 1 year total shareholder return of 180.2%. This suggests investors...
NYSE:MTN
NYSE:MTNHospitality

Assessing Vail Resorts (MTN) Valuation After Recent Share Price Weakness

What Vail Resorts Stock’s Recent Performance Signals With no single headline event setting the tone, Vail Resorts (MTN) has drawn attention as investors weigh its recent share performance and current fundamentals against its established position in mountain resorts and destination travel. See our latest analysis for Vail Resorts. At a share price of US$136.93, Vail Resorts has seen short term share price pressure, with a 30 day share price return of 3.30% decline and a 12 month total...
NasdaqGS:AGIO
NasdaqGS:AGIOBiotechs

Agios Pharmaceuticals Q3 Loss Of US$103.4m Reinforces Bearish Profitability Narratives

Agios Pharmaceuticals (AGIO) just posted its FY 2025 third quarter numbers, with revenue of US$12.9 million, basic EPS of a US$1.78 loss, and a net income loss of US$103.4 million. The trailing twelve month figures show revenue of US$44.8 million and a net loss of US$401.3 million. The company’s quarterly revenue moved from US$8.6 million in Q2 2024 to US$12.9 million in Q3 2025, while basic EPS shifted from US$16.65 in Q3 2024, driven by a one-off gain, to consistent losses across recent...
NYSE:PGR
NYSE:PGRInsurance

How Analyst Upgrades And Brandes’ Bigger Bet At Progressive (PGR) Have Changed Its Investment Story

In recent days, Progressive has drawn attention as multiple Wall Street firms reiterated positive views following strong December and quarterly results, while a major institutional investor, Brandes Investment Partners, increased its stake in the insurer. This combination of upbeat analyst commentary, institutional buying, and robust industry profitability amid rising auto premiums highlights renewed confidence in Progressive’s data-driven business model. We’ll now examine how this show of...
NYSE:BW
NYSE:BWElectrical

Does Babcock & Wilcox Enterprises' (BW) UK-Sweden Frigate Link Hint At A Deeper Defense Role?

Babcock and Saab have announced that they have jointly developed the Arrowhead-120 frigate design for Sweden’s Luleå-class programme, proposing a split-build model with hulls constructed in Scotland and composite superstructures plus combat system integration completed in Sweden from around 2030. This collaboration underscores Sweden’s emphasis on local industrial participation and sovereign control while deepening UK-Sweden defence ties and enhancing NATO interoperability in Northern...
NYSE:NSP
NYSE:NSPProfessional Services

A Look At Insperity (NSP) Valuation After Recent Share Price Weakness

What recent performance says about Insperity stock Insperity (NSP) has been under pressure recently, with the share price showing negative returns over the past week, month, past 3 months, year to date, and past year, setting a cautious backdrop for investors. See our latest analysis for Insperity. The latest 1 day share price return of a 13.6% decline, combined with a 42.1% decline over 30 days and a 68.6% decline in 1 year total shareholder return, points to fading momentum as investors...
NYSE:GXO
NYSE:GXOLogistics

GXO Logistics (GXO) Is Up 14.1% After Mixed 2025 Results And New Defense Wins Has The Bull Case Changed?

In February 2026, GXO Logistics reported fourth-quarter 2025 revenue of US$3,507 million and full-year revenue of US$13.18 billion, alongside a sharp fall in net income to US$43 million for the quarter and US$32 million for the year, and issued 2026 guidance for 4%–5% organic revenue growth. At the same time, GXO deepened its push into aerospace, defense, and automotive logistics through new BMW Group and BAE Systems contracts and the creation of a Defense Advisory Board, while also winning...
NYSE:BOX
NYSE:BOXSoftware

Assessing Box (BOX) Valuation After Prolonged Share Price Weakness

Box stock snapshot after recent share performance Box (BOX) has recently seen weaker share performance, with the stock showing a 2.3% decline over the past day, 6.2% over the past week, and deeper pullbacks over the month and past 3 months. See our latest analysis for Box. With the share price now at $22.80, a year-to-date share price return of a 20.92% decline, and a 1-year total shareholder return of a 35.58% decline, recent weakness suggests momentum has been fading rather than building...
NYSE:MO
NYSE:MOTobacco

Is It Time To Reassess Altria Group (MO) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Altria Group's current share price reflects its true worth, the starting point is to look closely at how the market is pricing its cash flows and risk today. The stock last closed at US$67.01, with returns of 2.5% over 7 days, 11.4% over 30 days, 16.9% year to date, 33.9% over 1 year, 79.5% over 3 years and 126.7% over 5 years. This naturally raises questions about how much of the story is already in the price. Recent headlines around Altria Group have focused on...
NasdaqGS:COLM
NasdaqGS:COLMLuxury

Is Columbia Sportswear (COLM) Fairly Priced After Recent Rebound In Share Price?

If you are wondering whether Columbia Sportswear is attractively priced or just a value trap, looking closely at its current valuation is a useful next step. The stock last closed at US$61.88, with returns of 1.3% over 7 days and 11.8% over 30 days, although the 1 year return of negative 23.6% and 5 year return of negative 35.1% show a very different picture. Recent attention on Columbia Sportswear has been shaped by ongoing discussions around brand strength, inventory trends and consumer...
NYSE:TKO
NYSE:TKOEntertainment

Does Insider Selling Amid Media Rights Optimism Reveal a Deeper Shift in TKO (TKO)’s Story?

In early February 2026, an SEC filing showed that Shane Kapral, a deputy CFO at a TKO Group Holdings subsidiary, sold 616 company shares, while recent fund commentary highlighted TKO’s role as the owner of UFC and WWE and its exposure to growing sports media demand. Cooper Investors’ emphasis on TKO’s media rights renewals and expanding multi-year sponsorship deals underscores how its combat sports assets are being leveraged across broadcast and commercial partnerships. We’ll now explore how...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Fluence Energy Faces Margin Strain Yet Builds Record Storage Backlog

Fluence Energy (NasdaqGS:FLNC) reported mixed quarterly results, with project cost overruns weighing on margins. The company recorded more than $750 million in new orders in the quarter, leading to a record backlog for its energy storage solutions. Revenue grew year over year, despite operational challenges tied to higher project costs. Fluence Energy, which last closed at $17.44, has had a volatile share price lately, with a 7 day return of an 8.0% decline and a 30 day return of a 26.8%...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Assessing Snap’s Valuation After Earnings Beat Gucci AI Partnership And Legal Scrutiny

Snap (SNAP) just wrapped up a busy stretch, beating Wall Street’s fourth quarter expectations, closing a US$500 million buyback, rolling out new products and facing fresh legal scrutiny in Texas. See our latest analysis for Snap. Despite the recent earnings beat and completion of the US$500 million buyback, investor sentiment has been weak. Snap’s 30 day share price return of 39.67% and 1 year total shareholder return of 57.16% both point to fading momentum. Recent headlines, from the Gucci...
NYSE:RBRK
NYSE:RBRKSoftware

Rubrik Taps Jesse Green As CRO To Drive Enterprise Growth Story

Rubrik (NYSE:RBRK) has appointed Jesse Green as its new Chief Revenue Officer. The move reflects a leadership change focused on scaling the company’s global revenue organization. Green brings prior experience at Rubrik and other large technology firms to the role. Rubrik focuses on data security and cloud data management, an area that sits at the intersection of cybersecurity, backup, and compliance. As enterprises continue to shift more workloads to the cloud and increase their focus on...
NYSE:MH
NYSE:MHConsumer Services

McGraw Hill (MH) Q3 Loss Rekindles Debate On Margin Turnaround Narrative

McGraw Hill (MH) just posted Q3 2026 results with revenue of US$434.2 million, a basic EPS loss of US$0.11, and net income loss of US$20.2 million. Over recent quarters, the company has seen revenue move from US$416.5 million in Q3 2025 to US$473.3 million in Q4 2025, then to US$535.7 million in Q1 2026 and US$669.2 million in Q2 2026, while EPS swung between a loss of US$0.32 in Q3 2025, a deeper loss of US$0.94 in Q4 2025, a marginal profit of US$0.00 in Q1 2026, and a profit of US$0.57 in...
NYSE:PNR
NYSE:PNRMachinery

Pentair (PNR) Is Up 5.0% After Elevating Strategy And Digital Leadership – Has The Bull Case Changed?

Pentair plc has reported past fourth-quarter 2025 sales of US$1,020.5 million and full-year sales of US$4.18 billion, alongside executive reshuffling that consolidates technology, digital and innovation leadership under a newly created Chief Strategy, Innovation and Digital Officer role. The elimination of separate Chief Supply Chain and Chief Technology Officer roles, with responsibilities folded into finance and strategy, suggests a tighter coupling of operations, innovation and capital...
NYSE:TREX
NYSE:TREXBuilding

Is Trex Company (TREX) Attractively Priced After A 37% One Year Share Price Decline

If you are wondering whether Trex Company’s share price reflects its underlying worth today, you are not alone. This article will help you see how the current market price stacks up against several valuation checks. The stock last closed at US$42.65, with a 7 day return of a 0.9% decline, a 30 day return of 1.1% and a year to date return of 19.0%. The 1 year return sits at a 37.1% decline and the 3 and 5 year returns are 23.4% and 58.3% declines respectively. Recent coverage of Trex has...
NYSE:TOST
NYSE:TOSTDiversified Financial

Evaluating Toast’s Valuation After Strong Q4 Results And New Instacart Partnership

Why Toast’s latest earnings and Instacart deal matter now Toast (TOST) is back in focus after fourth quarter results showed revenue of US$1.63b and net income of US$101 million, alongside a new Instacart partnership aimed at improving restaurant and retailer operations. With the share price down about 25% over the past month, many investors are asking whether the combination of earnings momentum and the Instacart tie up changes the risk reward profile for Toast from here. See our latest...
NYSE:EOG
NYSE:EOGOil and Gas

Assessing EOG Resources (EOG) Valuation After Recent Share Price Momentum And Efficiency Narrative

Event driven snapshot of EOG Resources EOG Resources (EOG) has been drawing fresh attention after recent share price moves, with the stock last closing at $117.85 and posting mixed short and longer term returns that investors are reassessing. See our latest analysis for EOG Resources. The recent 7 day share price return of 4.76% and 30 day share price return of 9.08% suggest momentum has picked up again. However, the 1 year total shareholder return shows a 5.27% decline, which contrasts with...