U.S. Basic Materials Stock News

UL Solutions (ULS) shares were in focus after the company reported Q4 2025 results that topped revenue expectations but missed earnings forecasts, while also lifting its quarterly dividend by 11.5% to $0.145 per share. See our latest analysis for UL Solutions. At a share price of US$71.25, UL Solutions has seen a 1-day share price return of 0.91%, but weaker 30 day and 90 day share price returns of 5.0% and 17.0% respectively. Its 1 year total shareholder return sits at 29.2%, suggesting...

Bank of America (NYSE:BAC) plans to launch a significantly expanded, tiered rewards program on May 27. The program is expected to be available to roughly 30 million existing customers, regardless of account balance. The bank is also introducing an art consulting service for high-net-worth clients of its Private Bank and Merrill businesses. For a universal bank like Bank of America, rewards and loyalty programs sit at the center of how it competes for deposits, card spend, and everyday...

Rigetti Computing plans to launch a 150 qubit quantum system by the end of 2026 and a 1,000 qubit system in 2027. The company has received an order for its 108 qubit quantum computer from India’s Centre for Development of Advanced Computing. Company insiders continue to sell shares even as these hardware milestones progress. Rigetti Computing, listed as NasdaqCM:RGTI, has a current share price of $16.18, with the stock up 46.7% over the past year but down 31.4% year to date. Over the last...

Halliburton (NYSE:HAL) secured a multiyear contract to support geothermal well construction projects in Indonesia. The work is for KS Orka Renewables and focuses on services for geothermal developments in the region. The agreement expands Halliburton's activity in renewable energy related services. For a company best known for oilfield services, this move puts Halliburton into a different corner of the energy space: geothermal development in Indonesia. The contract with KS Orka Renewables...

Carlyle Group (NasdaqGS:CG) has completed the sale of Arctic Glacier, an ice production business, as part of its portfolio realignment. The transaction follows regulatory approvals and marks a fresh step in reshaping Carlyle’s holdings. At the same time, Carlyle is buying discounted bank loans that have been affected by AI related shifts in borrower and sector risk. Together, these moves highlight changes in Carlyle’s approach to capital deployment and exit activity. Carlyle Group, listed...

Spotify Technology S.A. reported its fourth-quarter and full-year 2025 results on 10 February 2026, with quarterly revenue rising to €4.53 billion and net income to €1.17 billion, and full-year revenue and net income reaching €17.19 billion and €2.21 billion respectively. The company’s earnings release highlighted a sharp year-on-year increase in basic and diluted earnings per share, underscoring how higher-scale operations are now translating into materially stronger profitability. With...

In recent weeks, Dollar General has drawn conflicting analyst reactions, with Guggenheim reiterating a positive stance while Rothschild & Co Redburn shifted to a more cautious view due to concerns about sales, margins and new store returns. This split in opinion comes as Dollar General has recently outperformed the broader market despite a multi-year decline in earnings per share alongside rising revenue, highlighting tension between its operational momentum and profitability trends. We’ll...

Contract win with TotalEnergies refocuses attention on Weatherford International stock Weatherford International (WFRD) is back in focus after securing a multi-year Integrated Completions contract with TotalEnergies in Denmark, tying the stock story more closely to offshore activity and long-term client demand. See our latest analysis for Weatherford International. The contract news lands at a time when momentum in Weatherford International’s share price has been strong, with a 30-day share...

European Commission approves MYQORZO (aficamten) for symptomatic obstructive hypertrophic cardiomyopathy in adults across the EU. The decision follows Phase 3 clinical data and adds a new treatment option for eligible patients in Europe. This approval marks a fresh regulatory milestone for Cytokinetics (NasdaqGS:CYTK) outside the US. Cytokinetics, listed on NasdaqGS:CYTK, focuses on muscle biology therapies, and MYQORZO now gives it an approved cardiovascular product in Europe for...

In February 2026, Expedia Group reported fourth-quarter 2025 results showing revenue of US$3,547 million and net income of US$205 million, alongside full-year revenue of US$14.73 billion and net income of US$1.29 billion, while issuing 2026 revenue guidance of US$15.60–US$16.00 billion, raising its quarterly dividend to US$0.48 per share, and updating investors on a completed US$3.43 billion share buyback that retired 16.89% of its stock. Management highlighted that B2B bookings growth, a...

Charles River Laboratories International (CRL) has just posted its FY 2025 third quarter numbers, with revenue of US$1,004.9 million and basic EPS of US$1.11, against a backdrop where trailing 12 month results still reflect a net loss on EPS. The company has seen quarterly revenue move between US$984.2 million and US$1,032.1 million over the first half of FY 2025, with basic EPS ranging from US$0.50 to US$1.06. Trailing 12 month revenue sits at about US$4.0 billion paired with a net loss of...

Kraft Heinz (NasdaqGS:KHC) has appointed Nicolas Amaya as President, North America, succeeding Pedro Navio. New CEO Steve Cahillane is pausing the previously planned company split to focus on returning the business to profitable growth. The company is committing about $600 million toward brands, R&D, and marketing as part of this reset. Berkshire Hathaway has reduced its stake in Kraft Heinz, adding another layer of attention to the company’s next steps. Kraft Heinz, trading at $23.95, is...

Macerich (MAC) just released its fourth quarter and full year 2025 results, giving investors fresh numbers on sales, revenue, and net losses that help explain recent stock price moves. See our latest analysis for Macerich. Macerich’s recent earnings release and dividend affirmation have come alongside a clear shift in sentiment, with the 90 day share price return of 18.21% and a three year total shareholder return of 77.28% signalling positive momentum despite a slightly negative one year...

If you are wondering whether Hewlett Packard Enterprise (HPE) is attractively priced right now, this article walks through what the current share price could mean for long term investors. HPE recently closed at US$21.55, with returns of 1.3% over the past year, a 48.8% gain over 3 years, and a 68.3% gain over 5 years, despite a 9.5% decline over the last 7 days and a 10.8% decline year to date. Recent coverage has focused on HPE's role as a major enterprise technology provider and how...

Michael Dell’s investment firm MSD Capital recently disclosed in its fourth-quarter 2025 13F filing that it cut its Hayward Holdings stake by 223,833 shares, reducing its position by about 36.81%. This sizeable trim by a high-profile investor puts renewed attention on how concentrated institutional ownership can influence sentiment around Hayward’s pool equipment business. We’ll now examine how MSD Capital’s reduced stake reshapes Hayward’s investment narrative, particularly around...

Compass stock snapshot after recent price moves Compass (COMP) has drawn fresh attention after recent share price swings, with a 3.6% gain over the past day contrasting with weaker performance over the past week and month. See our latest analysis for Compass. That 3.6% 1 day share price return comes after a 18.7% 30 day share price decline, while the 3 year total shareholder return of around 7x suggests the longer term story has been much stronger than recent trading. If Compass’s swings have...

Cullen/Frost Bankers (NYSE:CFR) highlights a robust dividend record, with a pattern of regular increases that outpaces many peers. The company presents this dividend profile as evidence of sustained financial strength and a positive outlook for future earnings. The bank indicates potential for further dividend growth, reinforcing its appeal for income focused shareholders. Cullen/Frost Bankers, a Texas based regional bank, is putting its dividend front and center at a time when many...

PROG Holdings (PRG) has just posted its FY 2025 third quarter results with revenue of $595.1 million and basic EPS of $0.83, set against a trailing twelve month revenue base of about $2.5 billion and EPS of $4.04. Over recent quarters the company has seen revenue move between $592.2 million and $684.1 million, while quarterly EPS has ranged from $0.79 to $1.99. This gives investors a clearer view of how earnings and sales have tracked into the current print. With a trailing net margin of 6.5%...

Recent share performance context Deckers Outdoor (DECK) has attracted fresh attention after a strong run in its shares, with the stock up about 18% over the past month and roughly 46% in the past 3 months. See our latest analysis for Deckers Outdoor. That recent momentum builds on a 30 day share price return of 18.1% and a 90 day share price return of 45.9%. However, the 1 year total shareholder return is a 22.1% decline and the 5 year total shareholder return is 115.2%. If strong moves in...

ColdQuanta (INFQ) remains in focus for investors after recent trading left the share price at US$14.71, with short term moves including a 5.6% one day decline and mixed month and past 3 months returns. See our latest analysis for ColdQuanta. Those recent moves sit within a wider pattern where the 90 day share price return of 11.2% contrasts with a 14.7% 1 month share price decline. This suggests that momentum has cooled after an earlier upswing. If ColdQuanta’s quantum focus has your...

Director William A. Smith recently bought 3,000 shares of Kinder Morgan (NYSE:KMI), increasing his personal stake in the company. The insider purchase coincided with a dividend increase announcement, drawing attention from income focused investors. Insider buying of this size is often read as a sign of internal confidence in Kinder Morgan’s long term direction. Kinder Morgan operates one of the largest energy infrastructure networks in North America, moving natural gas and other energy...

Hycroft Mining Holding (NasdaqCM:HYMC) reported a 55% increase in gold and silver mineral resources. The company identified new high grade silver systems with potential for underground mining. Hycroft also announced upcoming changes to its board, including the departure of a key member for health reasons. Hycroft Mining focuses on gold and silver production and development, so a 55% rise in mineral resources directly affects how investors think about the company’s asset base. The discovery...

Avantor (AVTR) has drawn fresh attention after recent price moves left the stock with a negative return over the past year and a value score of 5, prompting investors to reassess its risk reward profile. See our latest analysis for Avantor. Despite a 2.43% 1 day share price gain, Avantor’s 30 day share price return of a 23.77% decline and 1 year total shareholder return of a 47.57% loss point to fading momentum and a tougher recent backdrop for investors. If Avantor’s recent swings have you...

Robotti Value Investors recently highlighted Tidewater (TDW) in its fourth quarter 2025 letter, pointing to the company’s stronger balance sheet, consolidated fleet, and tighter offshore energy supply-demand conditions supporting renewed pricing power. See our latest analysis for Tidewater. Tidewater’s recent investor attention from Robotti comes alongside strong price momentum, with a 24.35% 1 month share price return and a 36.78% year to date share price return. The 5 year total shareholder...