U.S. Basic Materials Stock News

Huntington Bancshares (HBAN) just wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion and basic EPS of US$0.31, anchored by net income of US$476 million. Over the past year, total revenue has moved from US$6.9 billion on a trailing basis at the end of 2024 to US$7.7 billion at the end of 2025, while trailing basic EPS shifted from US$1.24 to US$1.41. With net interest margin and cost to income metrics highlighting how efficiently those earnings are being produced, the latest...

If you are wondering whether Utz Brands at around US$10.42 is a bargain or fairly priced, you are not alone. This article walks through what the numbers actually say about its current value. The stock has returned 1.3% over the last 7 days and 1.0% over the last 30 days, although the 1 year return of a 19.7% decline and 3 year return of a 32.8% decline show a much tougher stretch for longer term holders. Recent company updates around its business footprint, capital allocation and product...

AbCellera Biologics announced that the first patients have been dosed in the Phase 2 portion of its Phase 1/2 trial of ABCL635, a potential first-in-class non-hormonal treatment for moderate-to-severe menopause-related vasomotor symptoms, following an interim review of safety, tolerability, and pharmacodynamic data from healthy volunteers. This marks the first clinical program from AbCellera’s GPCR and ion channel platform to enter Phase 2, testing an NK3R-targeting therapy in 80...

Pinnacle West Capital (PNW) is back in the spotlight as investors look ahead to the upcoming Q4 2025 earnings release, following a Q3 report that featured net income growth, customer gains, and record Arizona demand. See our latest analysis for Pinnacle West Capital. The recent focus on upcoming Q4 results follows Q3 net income growth, customer gains, and record Arizona demand. The share price is at $92.17 and the 1 year total shareholder return is 11.9%, which may suggest steadily improving...

For investors wondering whether Weatherford International at around US$89.93 is offering good value or if the easy money has already been made, this article focuses on what the current price might mean. The stock has posted returns of 7.4% over the last week, 15.1% over the last month, 11.2% year to date and 30.3% over the last year, which raises questions about whether the recent run still lines up with fundamentals. Over the past few years the share price move has been very large, with a...

Applied Digital (NasdaqGS:APLD) has started construction on Delta Forge 1, a large scale AI Factory campus. The project is designed to support high density AI workloads for hyperscale customers. Operations at Delta Forge 1 are scheduled to begin in mid 2027. Applied Digital is in active negotiations with an investment grade hyperscale customer for the new capacity. Applied Digital, which develops high capacity data centers for AI and digital workloads, is using Delta Forge 1 to lean further...

Western Alliance Bancorporation (NYSE:WAL) has appointed Stephen McMaster as Chief Information Security Officer. McMaster brings over 25 years of cybersecurity and risk management experience from major financial institutions. The appointment comes at a time of elevated regulatory focus on cyber risk and operational resilience in banking. Western Alliance Bancorporation, trading at $87.0, has seen mixed share price performance, with a 3 year return of 25.8% and a 5 year return of 41.3%,...

In recent days IBM announced a series of AI-driven offerings, including GRAMMY IQ built with watsonx, an Enterprise Advantage consulting service for internal AI platforms, and an agentic AI collaboration with e& aimed at improving governance, risk, and compliance workflows. These moves highlight how IBM is using its Granite large language models, hybrid-cloud-agnostic consulting, and high-profile partnerships to push beyond chatbot-style tools toward embedded, workflow-centric enterprise...

Tyler Technologies recently announced an agreement with Chesterfield County, Virginia, to provide cloud-based Tyler Payments and Payment Insights, becoming the county’s single payment processing partner and unifying online and in-person payments for nearly 400,000 residents across multiple departments. This deal deepens Tyler’s long-standing relationship in Virginia and highlights how public-sector clients are consolidating fragmented payment systems into integrated, cloud-delivered...

Why VSE (VSEC) is Back on Investors’ Radar VSE (VSEC) has been in focus after quarterly results highlighted a 9.4% annual revenue growth rate over five years and a 4.3 percentage point operating margin improvement, alongside persistent cash flow and capital return concerns. See our latest analysis for VSE. At a share price of $206.01, VSE has given investors a 14.29% 1 month share price return and a 94.67% 1 year total shareholder return. This suggests momentum has been building alongside the...

Procore Technologies (PCOR) recently acquired Datagrid, a move aimed at accelerating its AI roadmap by linking fragmented construction data and automating complex workflows, a key focus as AI driven software competition intensifies. See our latest analysis for Procore Technologies. Procore’s shares trade at US$65.64, and despite a 0.97% 1 day share price return, the 30 day share price return of 11.57% and year to date share price return of 6.28% indicate pressure on recent momentum. The 3...

Apple (NasdaqGS:AAPL) has expanded hardware chief John Ternus's responsibilities to include oversight of its design teams, a move seen as part of CEO succession planning. The company has introduced a new generative AI chatbot called Campos, which will power an updated Siri and work with Google’s Gemini AI model. These changes affect both Apple’s leadership structure and its AI roadmap across devices such as iPhone, iPad and Mac. Apple, trading at $248.04, sits at the center of the large cap...

Anticipation around EPAM Systems (EPAM) upcoming Q4 2025 earnings, combined with its new Cursor partnership and fresh AI agents on Google Cloud Marketplace, has pushed the stock squarely onto many investors watchlists. See our latest analysis for EPAM Systems. The recent Cursor deal and new AI agents on Google Cloud Marketplace have arrived during a strong run, with a 90 day share price return of 36.89% and a softer 1 year total shareholder return of a 13.56% decline, suggesting short term...

Byline Bancorp (BY) has just wrapped up FY 2025 with Q4 revenue of US$107.1 million and basic EPS of US$0.77, while on a trailing twelve month basis revenue stands at US$410.0 million with basic EPS of US$2.90. Over the last few quarters, revenue has moved from US$94.4 million in Q3 2024 to US$93.9 million in Q1 2025, then to US$98.5 million in Q2 and US$110.4 million in Q3 before landing at US$107.1 million in Q4, with EPS ranging from US$0.65 to US$0.82 across that stretch. This gives a...

Nucor is set to report its quarterly earnings on January 26, 2026, with analysts expecting a very large year-over-year increase in earnings per share and mid-single-digit revenue growth driven across its steel products, mills, raw materials, and structural segments. Beyond near-term results, the company’s scrap-based production model, strong balance sheet, and exposure to infrastructure and data center demand are central to the current investment debate. We’ll now look at how Nucor’s...

If you are wondering whether Waste Management's share price still makes sense at current levels, this article walks through what that price could imply about value. The stock most recently closed at US$229.23, with returns of 3.6% over the last 7 days, 3.6% over 30 days, 5.0% year to date, 11.1% over 1 year, 57.4% over 3 years and 122.8% over 5 years. This performance may prompt questions about how much future upside or risk is already reflected. Recent attention on Waste Management has...

Why Construction Partners Is On Investors’ Radar Construction Partners (ROAD) has drawn attention after recent trading saw the stock close at $110.97, with short term returns across the past week and month modestly negative, while the past year and multi year picture looks different. See our latest analysis for Construction Partners. Recent trading has cooled, with a 1 day share price return decline of 2.84% and softer short term moves, while multi year total shareholder returns above 290%...

Vertex Pharmaceuticals (NasdaqGS:VRTX) received FDA approval for CASGEVY, a CRISPR/Cas9 gene edited therapy for transfusion dependent beta thalassemia. The decision marks the first FDA approved CRISPR/Cas9 based treatment for this condition. For investors watching NasdaqGS:VRTX, CASGEVY adds a new pillar to a business already closely followed for its work in serious diseases. The stock closed at $468.41, with a 3 year return of 45.7% and a 5 year return of 104.5%, which highlights how the...

Knight-Swift Transportation Holdings (KNX) drew investor attention after reporting fourth quarter 2025 earnings that included a US$6.8 million net loss and revenue of US$1.86b, with results coming in below market expectations. See our latest analysis for Knight-Swift Transportation Holdings. The earnings miss and move into a quarterly loss were followed by a 1 day share price decline of 4.19%. However, the 90 day share price return of 25.63% and the 5 year total shareholder return of 50.34%...

RTX (NYSE:RTX) received a $476.5 million modification from the U.S. Navy tied to Tomahawk missile modernization. The company is participating in a US$12.5b U.S. air traffic control modernization plan. RTX subsidiary Blue Canyon Technologies launched a satellite supporting NASA’s Pandora exoplanetary mission. For you as an investor, these updates touch both of RTX’s core areas: defense and aerospace. The Tomahawk work ties directly into long running U.S. defense programs, while the air...

Mobileye Global Inc. has reported its 2025 results, with full-year revenue rising to US$1.89 billion and the annual net loss narrowing to US$392 million, while fourth-quarter revenue of US$446 million came alongside a higher quarterly net loss of US$127 million. Alongside the earnings release, Mobileye issued 2026 guidance for flat to 5% revenue growth to between US$1.90 billion and US$1.98 billion, which, combined with weaker margins, has sharpened investor focus on the balance between...

Aptiv has recently attracted attention as analysts reaffirm positive views, highlight its value-oriented profile, and point to solid operating and financial metrics ahead of its February 2026 earnings release. What stands out is that Aptiv is being screened not just for low valuation, but also for strong return on invested capital and competitive fundamentals, which many investors use as indicators of underlying business quality. Next, we’ll examine how this renewed analyst optimism around...

Cathay General Bancorp (CATY) closed out FY 2025 with fourth quarter revenue of US$205.6 million and basic EPS of US$1.34, supported by trailing twelve month revenue of US$745.3 million and EPS of US$4.55. The company reported a move in revenue from US$692.2 million on a trailing basis at the end of 2024 to US$745.3 million by the fourth quarter of 2025, while EPS shifted from US$3.97 to US$4.55 over the same period. This gives investors a clearer view of how the earnings base is tracking...

Coinbase Global (NasdaqGS:COIN) has launched Coinbase Business and Coinbase Advisor, expanding its services beyond retail crypto trading. The company is addressing a recent technical incident that caused some users to see incorrect or missing account balances. Coinbase is publicly opposing the revised CLARITY Act over DeFi and tokenized equity concerns while advancing digital asset infrastructure projects in Bermuda following recent local crypto legalization. For anyone tracking...