U.S. Transportation Stock News

Toll Brothers recently reported its third-quarter 2026 results, with revenue of US$2,658.78 million and net income of US$280.15 million, while also issuing fourth-quarter delivery guidance of 3,450 to 3,550 homes and reaffirming full-year 2026 guidance of 10,500 to 10,600 deliveries. Around the same time, the company continued to broaden its luxury footprint with new and final-phase communities across multiple states, underscoring its focus on higher-end, design-driven housing in varied...

SM Energy has already terminated its multimillion‑dollar mineral rights agreement with the Town of Erie, Colorado, after resident opposition, legal pressure, and a pending referendum raised the stakes around drilling under municipal land and nearby neighborhoods. The fallout now includes Erie’s move to block drilling under town‑owned property and to challenge SM Energy’s subsidiary before state regulators, highlighting how local politics and Colorado’s legal protections for municipal...

Meritage Homes (MTH) has drawn fresh attention to its shareholder return policy after the Board declared a quarterly dividend of $0.48 per share, payable on September 30, 2026, to holders of record on September 15. See our latest analysis for Meritage Homes. At a latest share price of $71.68, Meritage Homes has seen short-term share price pressure, with a 7-day share price return down 1.92%. The 90-day share price return of 11.60% comes alongside a 1-year total shareholder return down 8.14%,...

Earlier this quarter, Palantir Technologies reported second-quarter revenue of US$1.94 billion with a net income margin of 55% and operating margin of 47%, and management raised its 2026 revenue guidance while reiterating expectations for ongoing quarterly profitability. The results underscored Palantir’s operating leverage in its AI-focused enterprise software business, as it converted a large share of revenue into profit while expanding its role in custom AI analytics solutions. With...

Red Violet earnings and acquisition plans come into focus Red Violet (RDVT) has drawn investor attention after reporting Q2 2026 results and outlining how a recent capital raise could support potential acquisitions and broader growth initiatives. The company reported second quarter sales of US$26.72 million compared with US$21.77 million a year earlier. Net income for the quarter was US$4.96 million compared with US$2.69 million a year ago, with basic earnings per share from continuing...

In August 2026, Parsons Corporation announced a run of new business wins, including U.S. Navy Seabed to Space ISR work, a US$981 million-ceiling U.S. Space Force NITE-STAR award, a US$350 million-ceiling Navy ISR contract vehicle, U.S. Air Force air base defense support, Defense Threat Reduction Agency training, and a five-year McGhee Tyson Airport management mandate. These contracts expand Parsons’ presence across space, cyber, air defense, threat reduction, and aviation infrastructure,...

Recent product news around CrowdStrike Holdings (CRWD) centers on Endace Limited integrating its always on packet capture with Falcon Next Gen SIEM, as well as the wider rollout of Project QuiltWorks to smaller businesses worldwide. See our latest analysis for CrowdStrike Holdings. The recent product announcements come as CrowdStrike Holdings trades at US$191.95, with a 30-day share price return of 4.73% and a 90-day share price return of 15.73%. The 1-year total shareholder return of 82.57%...

Bank mergers are back in the headlines, and that puts the quiet plumbing of the financial system in the spotlight. When megabanks like Citigroup and Wells Fargo weigh deals for regional lenders, the companies that power core banking, payments and account integration can suddenly matter a lot more to investors. This article looks at three stocks exposed to that M&A story and why they might deserve a closer look now. The stocks highlighted below are a starting sample, and the full screen...

Recent price moves put Advanced Energy Industries in focus Advanced Energy Industries (AEIS) has drawn fresh attention after the stock declined 2.3% in the latest session and is down 13.5% over the past week, prompting investors to reassess recent gains and risks. See our latest analysis for Advanced Energy Industries. The recent pullback in Advanced Energy Industries comes after a stronger period, with the share price delivering a 28.76% year to date share price return and a 5 year total...

Futu Holdings (FUTU) drew investor attention on 20 August 2026 after reporting its second quarter results, with higher revenue, net income and earnings per share compared with the same period a year earlier. See our latest analysis for Futu Holdings. The strong quarterly update has come alongside a sharp shift in sentiment, with Futu Holdings posting a 1 day share price return of 9.68% and a 90 day share price return of 37.75%, even though the year to date share price return is down 30.72%...

Cellebrite DI Ltd. recently reported half-year 2026 results showing revenue of US$259.44 million and lower net income of US$17.31 million, while also cutting its full-year 2026 revenue outlook to US$555 million–US$561 million and issuing new third‑quarter guidance of US$145 million–US$148 million. On the same day, the company completed a planned leadership transition as Shiven Ramji succeeded Thomas E. Hogan as CEO and joined the board, with Hogan resigning as director and shifting to a...

T1 Energy Inc. has released its second-quarter and half-year 2026 results, reporting revenue of US$250.13 million for the quarter and US$427.78 million for the half-year, while remaining loss-making with a quarterly net loss of US$43.54 million and a half-year net loss of US$63.96 million. Despite the wider net losses, the company’s basic loss per share from continuing operations improved year over year, suggesting that higher revenue is helping to offset costs on a per-share basis. With...

Why the A10 AI Gateway launch matters for A10 Networks stock A10 Networks (ATEN) has drawn fresh attention after announcing general availability of its A10 AI Gateway at Black Hat USA 2026, a product that centralizes routing, cost control, and governance for enterprise AI use. See our latest analysis for A10 Networks. A10 Networks has seen a mixed price pattern recently, with the share price up 2.31% in the last day but down 23.78% over 30 days. The year to date share price return of 50.55%...

Investor reaction to Cisco Systems (CSCO) after fiscal Q4 results has turned cautious. Strong AI related orders and higher reported revenue were accompanied by softer service revenue and the absence of new AI order guidance. See our latest analysis for Cisco Systems. Cisco Systems shares have had a strong run over the past year, with the latest share price at $111.04 and a year-to-date share price return of 46.03%. The recent 30-day share price return of 2.74% and 90-day return of 7.78%...

Madison Square Garden Entertainment Corp. has released its fourth-quarter and full-year results for the period ended June 30, 2026, reporting quarterly revenue of US$196.32 million and a quarterly net loss of US$9.99 million, alongside full-year revenue of US$1.06 billion and net income of US$66.19 million. While the latest quarter showed a loss, the company’s full-year earnings per share from continuing operations almost doubled, highlighting a stronger overall profitability picture...

In August 2026, Target Corporation reported second-quarter results showing higher sales of US$26,539 million and net income of US$1,877 million, and raised its full-year 2026 guidance for net sales growth, operating margin around 6%, and GAAP EPS to US$9.90–US$10.90, including sizable tariff refund benefits. Alongside these stronger earnings and upgraded outlook, Target expanded its financial flexibility with a new US$4.0 billion unsecured revolving credit facility and sharpened its...

Earlier this month, Marvell Technology disclosed an expanded custom AI chip partnership with Alphabet’s Google, including AI inference accelerators, storage and network interface controllers, and a warrant giving Google the right to buy up to about 7% of Marvell’s shares as it reaches multi‑billions in chip purchases. This structure effectively links Google’s long-term AI infrastructure spending to Marvell’s business pipeline while gradually granting Google a multi-billion dollar ownership...

Resideo Technologies (REZI) just paired a swing back to profit with fresh earnings guidance for 2026 and confirmed Shane Harrison as incoming Chief Financial Officer, a mix that can reset how investors frame the stock. See our latest analysis for Resideo Technologies. Despite the earnings rebound and CFO update, Resideo Technologies’ recent share price return tells a different story, with the stock down 41.31% over 30 days and 42.35% year to date, while the 3 year total shareholder return of...

Earlier in August 2026, Revvity, Inc. launched the SuperFlex prenatal screening system, a compact, CE-IVDR certified immunoassay platform designed to deliver rapid, high-quality preeclampsia and biochemical prenatal testing for lower-volume laboratories and clinics across CE-markets, with Asia-Pacific rollout planned for late 2026. By enabling decentralized, random-access prenatal screening with minimal reagent waste and LifeCycle software integration, SuperFlex directly broadens access to...

Recently, Einride AB announced plans to deploy 500 Tesla Semis across its Saga AI freight platform in North America, tripling Einride’s electric truck fleet and supporting shippers such as Amazon across major U.S. freight corridors over the next 24 months. At the same time, Tesla is grappling with its largest-ever recall in China over emergency door-release safety concerns, underscoring how its push into autonomous services, energy storage, and robotics is unfolding alongside heightened...

In August 2026, Simon Property Group reported higher second-quarter and first-half 2026 revenues year over year but lower quarterly net income and earnings per share, while maintaining flat earnings per share over the first six months. The company also raised its full-year 2026 earnings guidance range, increased its common dividend, affirmed preferred dividends, and completed a share repurchase tranche, highlighting an emphasis on capital returns alongside operating performance. We’ll now...

Bicara Therapeutics recently announced a broad set of leadership changes, including the planned transition of President and COO Ryan Cohlhepp to CEO in 2027, a new CFO appointment, and multiple senior promotions and hires across operations, business, and legal functions to support its next phase of execution. These leadership moves come as Bicara prepares for the potential commercialization of ficerafusp alfa in HPV‑negative head and neck cancer, aligning its management team around...

Ormat Technologies recently launched two next-generation enhanced geothermal system (EGS) pilot projects in Nevada with Sage Geosystems and SLB, aiming to supply baseload clean power to AI-focused data centers across the Western U.S. The company views these EGS pilots as a way to extend geothermal power to locations chosen by hyperscalers and utilities, potentially widening its addressable market for long-term clean energy contracts. Next, we will examine how Ormat’s Nevada EGS pilots...

In August 2026, DoorDash announced that Kohl’s joined its Marketplace alongside Barnes & Noble and Carter’s, giving customers access to apparel, home goods, and back-to-school essentials from more than 1,100 Kohl’s stores for rapid delivery across tens of thousands of US ZIP codes. On the same day, Kohl’s board declared a regular quarterly dividend of US$0.125 per share, signaling continued cash returns to shareholders while the company expands its convenience-focused retail offering through...