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ArcBest, Kulicke & Soffa and Cohu lead 2026 gainers

ArcBest heads into its Q2 2026 earnings report on July 29 as it cites technology initiatives and shipment trends, while its shares are up about 100% year to date.

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MarketBeat Ratings highlights three stocks delivering outsized gains in 2026, pointing to ArcBest, Kulicke & Soffa Industries, and Cohu as examples of momentum trading. The piece notes the broader S&P 500 is up about 8% year to date heading into August 2026, despite a prolonged sell off in the AI industry that has pressured some of the biggest winners.

ArcBest, a freight logistics and supply chain solutions company, is framed as benefiting from slowly improving optimism in transportation even as trucking faces excess capacity, weak demand, inflation, tariff impacts, and other headwinds. With investors looking ahead to its Q2 2026 earnings report on July 29, the article says the market will focus on whether ArcBest can maintain or build on daily shipments, including a first quarter pattern of 2% year over year growth in asset based operations and 10% year over year growth in asset light shipments per day.

The article also attributes part of ArcBest’s progress to technology efforts, including an AI enabled City Route Optimization program that delivered $15 million in savings in 2025 and an ArcBest View platform for quoting, booking, shipment visibility, and reporting. It adds that management signaled optimism for the rest of the year, with the company projecting opportunistic stock buybacks, and that revenue rose 3% year over year in the first quarter.

On valuation and sentiment, the article says ArcBest shares are up about 100% year to date and that analysts give it an overall Moderate Buy rating based on nine Buys and six Holds. For Kulicke & Soffa, the source begins to set up the thesis around the company, but the provided text cuts off before additional earnings or performance details are included.

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