U.S. Basic Materials Stock News

Why Consolidated Edison is back in focus ahead of Q4 earnings Consolidated Edison (ED) is back under the spotlight as it prepares to report fiscal Q4 2025 results on February 19, alongside recently raised full year adjusted EPS guidance and mixed analyst sentiment. See our latest analysis for Consolidated Edison. The current share price of $103.87 sits alongside a 30 day share price return of 4.36% and a 90 day share price return of 3.83%. The 1 year total shareholder return of 18.60% and 5...

Recently, analysts revisited Viper Energy’s prospects, offering a mix of optimistic and cautious views as the company continues expanding its mineral and royalty interests in the Permian Basin. This renewed analyst attention highlights how expectations around future cash flows and growth are influencing how investors frame Viper Energy’s business model today. Against this backdrop of shifting analyst opinions, we’ll explore what these reassessments could mean for Viper Energy’s broader...

In recent weeks, Strategy Inc. (formerly MicroStrategy) raised more than US$2.13 billion through common and perpetual preferred stock sales to buy 22,305 bitcoin, lifting its corporate holdings to 709,715 coins and further cementing its role as a proxy for bitcoin exposure. This push has shifted its balance sheet toward perpetual preferred equity instead of convertible debt, easing refinancing deadlines but heightening focus on ongoing dividend obligations and the long‑term sustainability of...

A whistleblower has alleged that a Wynn Resorts nightlife executive accepted millions of dollars in kickbacks from liquor companies and distributors over several years, prompting the company to hire an outside law firm to investigate potential felony and federal alcohol regulation violations. The claims that senior leaders may have been aware of the alleged scheme raise questions about internal controls and oversight across Wynn Resorts’ operations. Next, we’ll examine how these...

Booking Holdings (BKNG) is back in focus as traders look ahead to its upcoming fourth quarter and full year 2025 earnings release, along with renewed interest in its expanded Booking.com integration with corporate travel platform Navan. See our latest analysis for Booking Holdings. The recent Navan integration and upcoming earnings call come against a mixed share price backdrop, with a 6.39% 1 month share price return decline contrasting with a 7.80% 1 year total shareholder return and a very...

Why Ultragenyx Pharmaceutical Is Back on Investors’ Radar Ultragenyx Pharmaceutical (RARE) has drawn fresh attention after raising its 2025 revenue guidance to an estimated US$672 million to US$674 million, which the company says sits above its prior range. The updated outlook, pointing to roughly 20% projected growth versus 2024, gives investors a new reference point for thinking about the business and how the current share price reflects those expectations. See our latest analysis for...

Ionis Pharmaceuticals and Otsuka Pharmaceutical recently secured European Commission approval for DAWNZERA™ (donidalorsen), the first RNA-targeted, self-administered therapy to prevent recurrent hereditary angioedema attacks in adults and adolescents aged 12 and older across the EU. This decision extends the commercial reach of Ionis’s antisense technology beyond the U.S., adding a new royalty and milestone stream tied to European HAE patients. We’ll now examine how European approval of...

Why SLB Stock Is Back on Investor Radars SLB (SLB) has caught investor attention after a strong recent run, with the share price up about 29% over the past month and roughly 37% in the past 3 months. This move comes alongside reported annual revenue of US$36.2b and net income of US$3.4b. These figures give you a starting point to think about how the current US$49.15 share price lines up with the underlying business. See our latest analysis for SLB. Beyond the recent jump, SLB’s 30 day share...

This piece is designed to help you assess for yourself whether Bank of America stock still offers value at today's price, or if most of the opportunity is already priced in. Bank of America shares last closed at US$51.72, with returns of a 2.4% decline over 7 days, an 8.1% decline over 30 days, a 7.6% decline year to date, and a 13.8% gain over 1 year, 57.8% over 3 years, and 96.8% over 5 years. Recent headlines have focused on Bank of America as one of the major US banks at the center of...

What Dropbox’s Recent Returns Suggest About Investor Sentiment Dropbox (DBX) has drawn attention after a mixed run in its share price, with a small gain over the past week contrasted with weaker returns over the past month and past 3 months. See our latest analysis for Dropbox. Looking past the recent pullback, Dropbox’s 1 year total shareholder return of 16.45% contrasts with a 6.41% 1 month share price decline. This suggests momentum has cooled as investors reassess growth prospects and...

If you are wondering whether Par Pacific Holdings is still attractively priced after a strong run, this article walks through the numbers in a clear, practical way. The stock trades at US$35.21 after a 4.5% decline over the last week and a 1.7% decline year to date, even though the 1 year return sits at 101.2% and the 5 year return at 165.1%. Recent coverage has focused on how Par Pacific fits into the broader US energy sector and how investors are reassessing refinery and logistics...

Qualcomm is contending with Apple shifting to in house 5G modems, which could pressure its core handset modem business. The broader mobile handset market is under pressure, adding another challenge for Qualcomm's traditional revenue base. At the same time, Qualcomm is leaning into growth areas such as Automotive and IoT and has launched new AI chips. The company has recently acquired a business to expand its presence in data center markets. QUALCOMM, ticker NasdaqGS:QCOM, sits at the center...

If you are wondering whether TE Connectivity's current share price matches its underlying worth, you are not alone. This article walks through what the numbers are really saying about the stock. TE Connectivity's shares last closed at US$223.84, with returns of 47.0% over 1 year, 87.8% over 3 years and 101.6% over 5 years. This comes even as the stock has seen a 7.1% decline over the past week, a 3.5% decline over the past month, and is down 4.0% year to date. Recent prices sit against a...

Several upbeat analyst calls on Herc Holdings (HRI) have put the stock back on investors’ radar, as fresh rating upgrades and supportive commentary on its diversification efforts contribute to improving market sentiment. See our latest analysis for Herc Holdings. Recent trading has been choppy, with a 1 day share price decline of 5.72% to US$159.70. However, a 90 day share price return of 21.07% suggests momentum has been building, even as the 1 year total shareholder return shows a 22.85%...

Booz Allen Hamilton recently reported third-quarter 2025 results showing revenue of US$2,620 million versus US$2,917 million a year earlier, but higher net income of US$200 million and improved diluted EPS of US$1.63 from US$1.45, alongside continued execution of a long-running US$3.56 billion share repurchase program. At the same time, Booz Allen expanded its work with Andreessen Horowitz as the first a16z Technology Acceleration Partner for Governments, linking its government mission...

Core Natural Resources recently reported third-quarter adjusted EBITDA of US$141 million, exceeding analyst expectations, and resumed longwall mining operations at its Leer South mine while resolving prior safety concerns at Mountaineer II without injuries. Beyond the earnings beat, the swift restoration of key production capacity after operational and safety setbacks underscores the company’s operational resilience and risk-management focus. We’ll now examine how the resumption of longwall...

American Superconductor (AMSC) recently reported its fifth consecutive profitable quarter, with revenue up 20.9% year on year and gross margins above 30%, yet the stock has fallen sharply since the release. See our latest analysis for American Superconductor. At a share price of $33.28, American Superconductor’s short term picture has been volatile, with a 6.19% 1 month share price return and a 44.14% 3 month share price decline, yet a 1 year total shareholder return of 14.60% and a very...

In recent days, Workday announced plans to invest C$1.00 billion over five years to expand its Canadian operations, focusing on AI, engineering, product innovation, and strengthened local customer support. This move, combined with Workday’s emphasis on AI as a growth tailwind and deepening partner ecosystem, highlights how the company is tying geographic expansion directly to AI-driven product development and enterprise workflows. Against this backdrop, we’ll examine how Workday’s C$1.00...

Lennar (NYSE:LEN) has expanded its national partnership with Streetleaf to roll out solar powered streetlights across new communities in the United States. The agreement is designed to support more sustainable neighborhood lighting and improve safety features in upcoming Lennar developments. The focus on solar infrastructure aims to cut energy usage tied to community lighting while standardizing this feature across Lennar's new projects. Lennar enters this agreement with Streetleaf as a...

Bank of New York Mellon Corporation (NYSE:BK) reported strong fourth quarter results alongside record annual sales performance. The firm highlighted progress in digital asset platforms and broader use of AI across its operations. BNY's CEO discussed reimagining the firm's structure to align with its evolving business mix and client needs. For you as an investor, BNY sits at the intersection of global custody, payments, and capital markets services, areas that are being reshaped by digital...

Earlier in January, Deckers Outdoor announced a January 29, 2026 earnings call that investors see as a key test of its HOKA-UGG growth engine amid tariff pressures and competitive challenges. Analyst downgrades, concerns about HOKA’s brand momentum, and bearish options positioning highlight how divided the market appears ahead of this earnings update. We’ll now examine how this mix of HOKA brand questions and tariff-driven pricing actions could influence Deckers Outdoor’s investment...

Why Wendy's stock is in focus after an earnings beat Wendy's (WEN) is back on investors' radar after quarterly results topped revenue and EBITDA forecasts, systemwide sales growth reached 8.6%, and 54 new restaurants were added globally, yet the share price slipped. See our latest analysis for Wendy's. At a share price of US$8.42, Wendy's has seen short term resilience, with a 1 month share price return of 1.57% and year to date gain of 3.06%. However, longer term total shareholder returns of...

Wondering whether ONE Gas at around US$77 per share still makes sense for your portfolio, or if the easy gains are behind it? This article focuses squarely on what you are paying versus what you might be getting. The stock is roughly flat year to date with a 0.2% decline, but over the past year it has returned 16.2%. This is very different to the 1.9% decline over the last week and the 1.4% decline over the last month. Recent attention on ONE Gas has centered on its role as a regulated...

Clarivate Plc recently released the 15th edition of its Top 100 Global Innovators report and announced Clarivate Nexus, an AI-integrated academic assistant reconnecting students and researchers with trusted library content and services. Together, these initiatives underline Clarivate’s push to embed its data and analytics more deeply into AI workflows while reinforcing its influence in global innovation and academic ecosystems. Next, we’ll examine how Clarivate’s launch of Nexus as an...