U.S. Basic Materials Stock News

Four Corners Property Trust recently expanded its portfolio by acquiring several corporate-operated, long-term net lease properties, including a Sprouts Farmers Market in Tennessee for US$8.6 million and multiple Buffalo Wild Wings and United Rentals sites across New Mexico, Alabama, and Kentucky at cap rates in line with prior deals. These 2025 acquisitions, which contributed to a total of about US$318 million invested across 105 properties, underline FCPT’s push to diversify beyond...

CNH Industrial (CNH) is back on investors’ radar after pricing $500 million of senior unsecured notes due 2031 and collecting AE50 awards for its agriculture technologies, alongside leadership changes and firm insider buying. See our latest analysis for CNH Industrial. After a series of financing moves, AE50 awards, leadership appointments and upticks in insider buying, CNH Industrial’s recent momentum is evident in its 11.82% 7 day share price return. This comes even as the 1 year total...

Range Resources Corporation has redeemed all US$600,000,000 of its 8.25% senior notes due 2029, paying US$1,013.75 per US$1,000 in principal plus accrued interest on January 15, 2026, funded through its existing revolving credit facility. This move replaces higher-coupon bonds with borrowings under the credit facility, reshaping Range Resources’ debt profile and interest cost mix. Next, we’ll examine how replacing 8.25% senior notes with revolver borrowings could influence Range Resources’...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

If you are wondering whether Henry Schein is priced attractively at its recent US$79.0 close, you are in the right place to make sense of what that tag might mean for you. The stock has posted returns of 4.5% over the last 7 days, 6.1% over the last 30 days, 2.8% year to date, 11.2% over 1 year, a 0.6% decline over 3 years and 8.2% over 5 years. This gives some useful context before looking at what the current price might imply. Recent attention around Henry Schein has focused on how the...

STAG Industrial, Inc. recently declared its first-quarter 2026 dividend of US$0.3875 per share, raising the annual dividend rate from US$1.49 to US$1.55 and shifting its payout schedule from monthly to quarterly, with a record date of March 31, 2026 and payment on April 15, 2026. This move modestly increases shareholders’ annual income while concentrating cash flows into fewer, larger payments, which may matter for investors who rely on the timing of distributions. We’ll now examine how STAG...

In the most recent quarter, Snap-on posted 3.6% year-on-year revenue growth that exceeded analyst estimates and delivered adjusted operating income above expectations, signaling a stronger operational performance than the market had forecast. This outperformance suggests Snap-on's tools, equipment, and diagnostics offerings are gaining traction with professional users, reinforcing confidence in the resilience of its core business model. We’ll now examine how this stronger-than-expected...

FuboTV recently streamed the midseason premiere of FOX medical drama “Doc” on January 6, 2026, while also securing a US$145 million term loan from a Walt Disney Company affiliate that helped address near-term note maturities and maintain liquidity. The fact that no holders of FuboTV’s Convertible Senior Secured Notes due 2029 opted for repurchase after its 2025 business combination with Hulu + Live TV underscores lender confidence at the same time as fresh audience attention from “Doc”...

The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...

Navan, Inc. recently reported weaker-than-hoped Q3 results, while co-founder and CEO Ariel Cohen participated in a Needham Growth Conference fireside chat that was webcast to investors. Investor attention has zeroed in on large early-January insider share purchases by 10% shareholder Benjamin A. Horowitz and related Andreessen Horowitz entities, which materially increase insider ownership. Against this backdrop, we’ll examine how Benjamin A. Horowitz’s sizeable insider buying shapes...

In recent days, Sea Limited has faced increased caution from analysts and large investors, with a low Zacks Rank and predominantly bearish options activity emerging even as the market awaits its next earnings update. This tension between expectations for stronger earnings and free cash flow and a clear tilt toward bearish sentiment from big options traders highlights a growing disconnect in how the company’s prospects are being interpreted. We’ll now examine how this shift toward bearish...

FIGS (FIGS) has been in focus after the company opened new Community Hubs near hospitals, medical universities, and clinics, combining retail space with gathering areas for healthcare professionals. See our latest analysis for FIGS. The latest Community Hubs launch comes after a sharp 90-day share price return of 71.01% and a 1-year total shareholder return of 94.08%, suggesting momentum has been building around FIGS despite some short term share price swings, including a 1-day share price...

With no single headline event driving attention, Appian (APPN) is drawing interest as investors weigh its recent share performance, revenue and earnings profile, as well as how its automation platform fits into broader software portfolios. See our latest analysis for Appian. At a share price of US$34.67, Appian’s recent 30 day share price return of a 19.47% decline contrasts with a 21.61% gain over 90 days and a relatively flat 1 year total shareholder return. This pattern hints that momentum...

We feel now is a pretty good time to analyse Babcock & Wilcox Enterprises, Inc.'s ( NYSE:BW ) business as it appears...

Airbnb (ABNB) is back in focus after analysts kept revisiting their views, and Lisbon reversed parts of its short term rental crackdown, putting fresh attention on the platform’s regulatory and sentiment outlook. See our latest analysis for Airbnb. The latest news on Lisbon’s rental rules and the steady flow of analyst commentary comes against a backdrop of firm momentum, with a 30-day share price return of 10.58% and a 90-day share price return of 17.32%. Over a longer horizon, total...

In recent commentary, analyst Meredith Whitney highlighted past bipartisan moves in the US House and Senate to repeal an outdated chassis requirement for manufactured homes, a shift that could materially lower production costs and expand industry shipments for companies such as Champion Homes. This potential regulatory change not only targets more affordable housing for consumers, it could also reshape cost structures and competitive positioning across the manufactured housing sector. We’ll...

Ardagh Metal Packaging (AMBP) moved after reporting higher revenue and profit, alongside plans to extend debt maturities and increase investor transparency. This put its balance sheet and capital structure in sharper focus for shareholders. See our latest analysis for Ardagh Metal Packaging. At a share price of $4.35, Ardagh Metal Packaging has seen a 19.83% 3 month share price return and a 79.51% 1 year total shareholder return, suggesting recent momentum is building despite a more modest...

We feel now is a pretty good time to analyse nCino, Inc.'s ( NASDAQ:NCNO ) business as it appears the company may be on...

If you are wondering whether BioMarin Pharmaceutical shares are attractively priced right now, you are not alone, especially with mixed signals coming through on the stock and its fundamentals. The share price closed at US$60.35, with returns of 1.5% over the last week, 12.3% over the last month, 1.5% year to date, but an 11.7% decline over 1 year, a 46.9% decline over 3 years, and a 25.8% decline over 5 years, which may affect how you think about risk and potential reward. Recent news...

Why Trevi Therapeutics (TRVI) is on investors’ radar Trevi Therapeutics (TRVI) has drawn investor attention after a period of mixed share performance, with the stock showing a decline over the past month alongside a gain over the past 3 months. With shares last closing at US$11.21 and a 1-year total return of 178%, the company sits at an interesting point for investors tracking its clinical development and financial profile. See our latest analysis for Trevi Therapeutics. Despite a weaker...

Boot Barn Holdings, Inc. confirmed that, effective January 1, 2026, Peter Starrett shifted back to his prior role as non-executive Chairman while the White House postponed planned tariff increases on many home goods, maintaining existing rates for at least another year. This combination of leadership normalization and relief from higher import costs reduces governance uncertainty and near-term margin pressure for the retailer. We’ll now examine how the tariff hike delay, easing cost...

You may think that with a price-to-sales (or "P/S") ratio of 1.3x electroCore, Inc. ( NASDAQ:ECOR ) is a stock worth...

Key Insights MasterCraft Boat Holdings' estimated fair value is US$20.06 based on 2 Stage Free Cash Flow to Equity...

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...