Cowen
- Modern Shipper
Electric delivery van and chassis makers jostle for leadership
Electric chassis startups from A to Z are tapping a legacy bodybuilder for help while one company creates its own complete electric van.
Read More » - Rail
Q1 rail earnings preview: Service metrics, headcount, macro uncertainties
As investors and rail stakeholders digest the Class I railroads’ first-quarter 2022 financial results, discussions about service metrics, crews and capacity, and inflation could creep…
Read More » - News
Trucking: Cowen cuts estimates over ‘growing concerns for carriers’
Cowen analyst lowers earnings estimates for truckers as data showing a loosening market mounts.
Read More » - Rail
Congestion, weather and chip shortages cloud rail’s outlook: Cowen
The railroads have been facing a number of headwinds in recent months, all of which could put pressure on their financial outlooks for 2021, according…
Read More » - Technology
Surging container rates, semiconductor shortage only blips on radar for Arrival, ELMS
Rising container rates and the semiconductor shortage could hurt electric vehicle startups Arrival and ELMS, but not enough to dampen the outlook, according to the…
Read More » - Rail
Unions, industry observers weigh in on KCS merger bids
Four rail labor groups have banded together to warn regulators about potential post-merger efforts to trim labor costs, while investment banking firm Cowen says regulators’…
Read More » - Modern Shipper
Arrival taps HERE Technologies for electric-van routing
Arrival, which has a large electric van order from UPS, has selected HERE Technologies to provide turn-by-turn navigation and a location visibility platform for vehicles.
Read More » - Electric Trucks
Cowen: Arrival’s unique approach sets up opportunity in EV space
Research firm Cowen has set a price target of $28.50 per share for EV startup Arrival – more than $10 higher than Monday’s trading price.…
Read More » - Rail
5 Wall Street impressions about proposed CP-KCS merger
Canadian Pacific wants to acquire Kansas City Southern. Here are five thoughts from Wall Street transportation analysts about the transaction.
Read More » - Modern Shipper
Lyft executives confident in rebound
Lyft said it is investing in the business so it is positioned to benefit in an expected rideshare rebound, perhaps as early as Q2.
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