U.S. Basic Materials Stock News

T. Rowe Price Group (TROW) has quietly bounced about 6% over the past month even as its year to date return stays negative, inviting a closer look at whether this rebound has room to run. See our latest analysis for T. Rowe Price Group. That recent 1 month share price rebound sits against a weaker backdrop. The year to date share price return is still negative, and a modestly soft 1 year total shareholder return signals that momentum is only cautiously rebuilding around T. Rowe Price...

Euronet Worldwide (EEFT) has quietly become more interesting after a choppy stretch for the stock, mixing modest revenue and earnings growth with a sharp share pullback over the past year and over the past 3 months. See our latest analysis for Euronet Worldwide. At a share price of $76.92, Euronet Worldwide has seen a sharp reset, with a 30 day share price return of 10.45% but a 1 year total shareholder return of 25.8% in the red, suggesting momentum is only just starting to repair sentiment...

Earlier this year, National Health Investors, Inc. announced US$89.2 million of new investments across four senior housing transactions at an average initial yield of 8.20%, bringing year-to-date investments to about US$392.4 million with a further US$423 million pipeline. This accelerated capital deployment into assisted living and memory care communities signals that management is actively scaling its senior housing footprint to support future cash flow generation and portfolio...

Earlier this week, BTIG began covering Paycom Software, publishing new research that framed the HR software provider with a more positive stance than many prior opinions. This fresh endorsement drew attention because it arrived after a stretch of weaker sentiment around Paycom’s earnings quality, cash position, and competitive pressures. Next, we’ll examine how BTIG’s upbeat initiation, coming after mixed earnings and cash concerns, may influence Paycom’s existing investment...

If you are wondering whether Spotify Technology is still a smart buy after its massive run, or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. After a 625.6% gain over 3 years and a 71.7% rise over 5 years, the stock is still up 23.2% year to date, despite pulling back 5.7% over the last week and 8.8% over the last month. Recently, investors have been reacting to Spotify's push into higher margin products like audiobooks and...

If you are wondering whether AeroVironment is still a smart buy after its big run, or if most of the upside is already priced in, this article will walk through what the numbers are really saying about its value. The stock has pulled back recently, falling 7.6% over the last week and 17.9% over the last month, but it is still up 47.5% year to date and 42.5% over the past year, with a 176.7% gain over three years and 159.3% over five. These swings are happening as investors continue to focus...

Birkenstock Holding (BIRK) closed FY 2025 with fourth quarter revenue of €526 million and EPS of €0.51, alongside net income of €93.9 million. This result underscores another solid print on the back of a strong year of demand for its core footwear franchise. The company has seen revenue move from €456 million and EPS of €0.28 in Q4 FY 2024 to €526 million and €0.51 in Q4 FY 2025, while trailing 12 month revenue reached about €2.1 billion and EPS hit €1.87, giving investors a clear view of...

AMETEK (AME) just gave investors another reason to watch its industrial tech pipeline, with SkyBitz launching the SmartTank ST705 Radar Monitor, a C1D1 certified, non contact sensor aimed at tightening real time fluid monitoring. See our latest analysis for AMETEK. That steady rollout of smarter sensors lines up with AMETEK’s strong momentum, with a roughly 13 percent year to date share price return and a five year total shareholder return above 75 percent, suggesting investors are still...

Recently, Solaris Energy Infrastructure Inc. benefited from new government subsidies that support renewable energy projects, coinciding with the company’s active expansion of its clean power portfolio through mergers and acquisitions. This combination of fresh policy incentives and an enlarged renewable footprint could reshape Solaris’s project pipeline, contract mix, and long-term revenue visibility. We’ll now examine how these new renewable subsidies could influence Solaris’s investment...

On December 12, 2025, Archrock and its lending group amended the company’s senior secured asset-based revolving credit facility, cutting interest margins, removing a prior credit spread adjustment, and lowering unused commitment fees when less than half the facility is drawn. This refinement of Archrock’s borrowing terms points to improved financial flexibility, which sits alongside recent revenue and earnings beats that have drawn fresh attention to the business. Now we’ll explore how lower...

If you are wondering whether Twilio is still a bargain after its recent run, or if the easier opportunities may already have passed, this is a good place to unpack what the current price really implies. The stock has climbed 4.5% over the last week, 15.6% in the past month, and is now up 27.3% year to date and 28.7% over the last year, even after a volatile 5‑year journey in which it remains 61.7% below its peak. Recently, Twilio has been in the spotlight for sharpening its focus on...

If you are wondering whether Globus Medical at around $86.88 is still a smart buy, or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. The stock is up 6.2% year to date and 6.0% over the last year, with a 33.0% gain over 5 years, even though it has slipped 2.3% over the past week and sits about 4.1% higher than a month ago. Recent headlines have focused on Globus Medical's continued push into enabling technologies and advanced...

If you are wondering whether Cal-Maine Foods at around $86 a share is still a smart buy or if the easy money has already been made, you are not the only one trying to figure out what the current price really bakes in. The stock is down about 0.9% over the last week, 1.8% over the past month, and 18.5% year to date, even though it is still up roughly 65% over 3 years and nearly 194% over 5 years. Those mixed returns come against a backdrop of ongoing headlines about volatile egg prices,...

ZenaTech (ZENA) is back on traders radar after updating plans for its Baton Rouge Zena AI R&D center, a new hub for defense focused AI and quantum driven systems opening in early 2026. See our latest analysis for ZenaTech. The Baton Rouge update comes after a string of defense focused calls, drone partnership progress and the UK Casado Design acquisition. The stock’s sharp 1 day share price return of 15.4 percent contrasts with a much weaker year to date share price return and a deeply...

If you are wondering whether Madrigal Pharmaceuticals is still worth buying after its huge run, you are not alone. This is exactly the kind of setup where valuation really matters. Despite a recent pullback, with the stock down 4.7% over the last week and 2.0% over the past month, it is still up 73.5% year to date and 76.5% over the last year. A massive 353.2% gain over five years hints at how quickly sentiment can shift. Those swings have come as investors digest a stream of regulatory and...

American Tower (AMT) has quietly slipped about 10% over the past 3 months, even as its revenue and earnings keep grinding higher. That disconnect is exactly what has income focused investors paying closer attention. See our latest analysis for American Tower. Zooming out, the roughly 10% slide in the 3 month share price return contrasts with its modestly negative 1 year total shareholder return. This suggests sentiment has cooled even as fundamentals and long term tower data center demand...

In mid-December 2025, LaSalle Investment Management announced it had closed a US$230 million expansion of its joint venture with UDR, adding four apartment communities totaling 974 homes across Portland, Orlando, and Richmond and lifting the venture’s portfolio to 2,564 homes, with UDR retaining a 51% stake in the new assets. On the same day, UDR’s board declared its 213th consecutive quarterly common dividend of US$0.43 per share, reinforcing both its income focus and its intent to recycle...

Earlier this quarter, Matson reported Q3 results that beat analyst expectations on revenue, EPS, and EBITDA, even as overall revenue fell year over year due to lower freight rates and muted demand on its China service following tariff-driven cargo shifts. The company’s Ocean Transportation and Logistics segments held up well despite global trade uncertainty and tariff volatility, underlining operational resilience in a challenging shipping backdrop. Next, we’ll examine how beating...

Exelon (EXC) has quietly reshaped its profile over the past year, and the stock’s move reflects that shift. With shares up roughly 24% over the past year, investors are asking what comes next. See our latest analysis for Exelon. At a latest share price of $44.28, Exelon’s steady 1 year to date share price return of 17.6 percent and 1 year total shareholder return of 24.0 percent signal gradually building momentum rather than a speculative surge. If Exelon’s move has you rethinking your...

Sprouts Farmers Market (SFM) is back in the spotlight after multiple securities class action lawsuits accused management of overstating its growth outlook and customer resilience just as comparable store sales growth slowed and full year guidance was cut. See our latest analysis for Sprouts Farmers Market. The lawsuits land after a sharp swing in sentiment, with the share price now at $80.15 and a roughly 40 percent year to date share price decline erasing much of this year’s optimism. Even...

Earlier this month, SLB announced it had signed a collaboration agreement with Shell to build digital and AI solutions on its Lumi platform, aiming to unify data and workflows across subsurface, well construction, and production in a secure environment for upstream operations. This partnership reinforces SLB’s efforts to turn its digital tools into core infrastructure for global operators, potentially deepening customer integration and strengthening its technology-led service offering. We’ll...

AMC Robotics (AMCI) has grabbed fresh attention after unveiling a non binding supplier framework with a Japanese government agency to roll out its quadruped robotics platform, linking future growth prospects to overseas public sector demand. See our latest analysis for AMC Robotics. The supplier framework news lands after a whirlwind debut, with AMC Robotics completing its SPAC merger, joining the Nasdaq Composite, and trading through sharp swings that left the latest share price at $10.16...

Wondering if Maplebear at around $44.95 is still a smart buy or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. Over the last month the stock is up about 8.5%, building on a 7.0% gain over the past year. This suggests sentiment is quietly shifting even if the move has not been dramatic week to week. Recent headlines have focused on Maplebear expanding partnerships and deepening its footprint in key US markets, which helps...

Wondering if Digital Realty Trust is a bargain after its recent slide? Let us unpack whether today is a smart entry point or a value trap in disguise. The stock has pulled back to around $147.93, slipping about 3.7% over the last week, 7.1% over the last month, and 16.4% year to date, even though it is still up 62.6% over three years and 28.0% over five. Investors have been recalibrating their expectations as sentiment around data center REITs shifts with changing interest rate outlooks and...