Logistics Earnings

Business

Truist Trims Price Target on Packaging Corp. After Q4 Earnings Shortfall, Maintains Buy Rating

Analysts at Truist Securities have adjusted their outlook for Packaging Corporation of America (PKG), lowering the price target to $270 following a fourth-quarter earnings miss. Despite the revision, the firm reiterates its Buy rating, suggesting the recent stock dip may present a strategic buying opportunity ahead of anticipated strength in the packaging sector.

Jan 30, 2026

Business

Medical Properties Trust Faces Investor Scrutiny as Bullish Options Surge Ahead of Earnings

As Medical Properties Trust (MPW) prepares to report earnings, a spike in short-dated call options and a move to new Birmingham headquarters have investors weighing the REIT's path to profitability against persistent financial risks.

Jan 30, 2026

Business

NextPower Soars on Strong Earnings, Lands Major Saudi Deal as Analyst Target Jumps

NextPower Inc. sees its price target raised by TD Cowen following a robust third-quarter earnings beat and a landmark joint venture in Saudi Arabia, signaling growing confidence in the solar technology firm's trajectory.

Jan 30, 2026

Business

Credit Acceptance Navigates Market Headwinds with Tech Focus and Steady Earnings Growth

Despite facing a dip in loan performance and market share, Credit Acceptance Corp (CACC) posted growth in adjusted earnings per share for Q4 2025, highlighting strategic investments in dealer technology and a disciplined, long-term financial approach.

Jan 30, 2026

Business

Southwest Airlines Charts Aggressive Course After 'Year of Transformation,' Forecasts Earnings Surge in 2026

Southwest Airlines capped off 2025 with record revenue and improved operations, positioning the carrier for what executives project will be a dramatic earnings acceleration next year, driven by new initiatives like assigned seating and a refined loyalty program.

Jan 30, 2026

Business

Symbotic Shares Slide 11.5% Amid Pre-Earnings Jitters: Valuation, Insider Sales in Focus

Shares of warehouse automation leader Symbotic tumbled sharply ahead of its Q2 2026 earnings report, as investors grapple with insider selling activity and questions over its premium valuation. The upcoming guidance on revenue growth and margins is seen as a critical test for the stock's near-term direction.

Jan 30, 2026

Business

Netflix's Earnings: Strong Results, Cautious Outlook, and an $83 Billion Bet on the Future

Netflix delivered solid Q4 earnings but saw its stock dip as it guided for slower revenue growth. The streaming giant's strategic pivot to a mature phase is underscored by its aggressive all-cash bid for Warner Bros. Discovery, a move that promises content dominance but adds significant debt.

Jan 30, 2026

Business

American Eagle Outfitters Exits Third-Party Logistics to Double Down on Core Brands

American Eagle Outfitters is winding down its Quiet Logistics subsidiary, a strategic retreat from the third-party fulfillment business. The move signals a sharper focus on its core Aerie and American Eagle retail brands amid a challenging environment for apparel retailers.

Jan 30, 2026

Business

Tractor Supply's Q4 Earnings Fall Short as Mild Weather, Cautious Spending Dampen Sales

Tractor Supply Company reported fourth-quarter revenue and profit below analyst forecasts, citing a lack of severe winter weather and softer consumer demand for discretionary goods. The rural lifestyle retailer remains focused on long-term strategic investments amid an uncertain economic backdrop.

Jan 30, 2026

Business

KLA Shares Tumble 11.5% as Supply Chain and Tariff Concerns Overshadow Strong Earnings

Despite posting quarterly results that beat analyst expectations, KLA Corporation's stock plunged Friday as investors focused on management warnings about component shortages, tariff impacts, and operational constraints.

Jan 30, 2026

Business

Meesho's Aggressive Growth Push Fuels Widening Losses in First Post-IPO Earnings

Indian e-commerce challenger Meesho reported a significant widening of its quarterly net loss to ₹4.91 billion, as a 44% surge in expenses outpaced strong revenue growth, marking a costly start to its life as a public company.

Jan 30, 2026

Business

Palantir Poised for Robust Q4 Earnings Amid Market Volatility

Palantir Technologies prepares to release its fourth-quarter financial results, with analysts forecasting significant growth despite recent pressure on its stock and broader software sector concerns.

Feb 2, 2026

Business

Analysts Bullish on Ardelyx Ahead of Q4 Earnings, Citing Blockbuster Potential for Key Drug

Ardelyx, Inc. (NASDAQ: ARDX) has received significant analyst upgrades, with TD Cowen and Jefferies raising price targets ahead of the company's fourth-quarter results. The optimism centers on the commercial trajectory of its flagship drug, tenapanor, for gastrointestinal and kidney conditions.

Feb 2, 2026

Business

Beneath the Calm: The 2026 Logistics Landscape Demands New Strategies as Hidden Costs Rise

While carrier capacity and reliability show signs of recovery, a new FreightWaves white paper reveals a more complex and unforgiving cost environment emerging for 2026. Shippers must navigate a labyrinth of rules, fees, and contract nuances that are quietly driving up expenses.

Feb 2, 2026

Business

FreightWaves-Ryder Report: Capacity Tightens as 2026 Logistics Landscape Takes Shape

The latest collaborative industry analysis from FreightWaves and Ryder details shifting dynamics in trucking, maritime, and intermodal sectors, offering a data-driven forecast for the pivotal first quarter of 2026.

Feb 2, 2026

Business

Giverny Capital Sees Schwab's Earnings Momentum Stretching Into 2026

Despite a challenging 2025, Giverny Capital's latest investor letter highlights Charles Schwab as a key portfolio contributor, projecting sustained growth for the financial giant as market dynamics evolve.

Feb 2, 2026

Business

Gallagher Posts Strong Q4 Earnings, but Truist Cuts Price Target Amid Sector Valuation Concerns

Insurance brokerage giant Arthur J. Gallagher reported robust fourth-quarter profit growth, driven by resilient demand. However, Truist Securities has lowered its price target on the stock, citing valuation pressures across the property & casualty brokerage sector.

Feb 2, 2026

Business

Kimberly-Clark Shares Get a Lift as UBS Analyst Raises Price Target Following Solid Earnings

UBS analyst Peter Grom increased his price target for Kimberly-Clark (KMB) to $110, citing steady core performance despite lingering Kenvue-related uncertainties, after the consumer goods giant reported better-than-expected quarterly profit driven by cost discipline and resilient demand.

Feb 2, 2026

Business

Disney Posts Strong Q1 Earnings Amid CEO Succession Speculation

The Walt Disney Company exceeded Wall Street expectations in its fiscal first quarter, delivering robust results across its entertainment, experiences, and streaming divisions as longtime CEO Bob Iger prepares to hand over the reins later this year.

Feb 2, 2026

Business

Disney's Q1 Earnings: Theme Parks and Streaming Drive Revenue Growth, But Linear TV Weakness Weighs on Profits

The Walt Disney Company reported a 5% rise in fiscal first-quarter revenue to $26 billion, fueled by its theme parks and streaming services. However, operating profit fell 9% as challenges in its traditional TV business and rising costs offset gains.

Feb 2, 2026