U.S. Basic Materials Stock News

In early December 2025, Saia, Inc. reported operating results for October and November showing an October LTL shipment and tonnage decline followed by a November rebound, with weight per shipment moving only modestly month to month versus 2024 levels. This shift from volume contraction to November growth, alongside relatively stable weight per shipment, highlights how quickly freight patterns can shift for Saia’s LTL network. Now we’ll explore how November’s return to year-over-year tonnage...

Exact Sciences (EXAS) has quietly climbed over 50% in the past month and nearly 90% in the past 3 months, putting the stock back on many growth oriented healthcare investors radars. See our latest analysis for Exact Sciences. Zooming out, that surge sits on top of a strong year to date, with Exact Sciences delivering robust double digit share price returns recently, while longer term total shareholder returns still reflect the earlier, more volatile chapter of its growth story. Given that...

PVH Corp. reported third-quarter 2025 sales of US$2,294.3 million, slightly above last year, but net income fell to US$4.2 million and diluted EPS from continuing operations dropped to US$0.09, while confirming only slight revenue growth for the upcoming quarter. Despite beating its own guidance and continuing a long-running share repurchase program that has retired 64.52% of shares since 2015, PVH flagged ongoing margin pressure from tariffs and supply chain transitions, highlighting the...

Earlier this week, CarGurus released its 2025 U.S. Consumer Insights Report, showing that 83% of shoppers now want to complete more of the car-buying process online while still valuing in-person inspection and dealer support. Alongside this, the company reported strong gains in average revenue per user and free cash flow margins, even as growth in paying dealers slowed, highlighting both improved monetization and emerging questions around future dealer demand. With consumer openness to AI...

Modine Manufacturing recently opened a new facility in Franklin, expanding its thermal management production footprint to support rising demand across key end markets. This expansion comes as the company continues to outperform earnings expectations and attract favorable analyst views, highlighting how operational execution is underpinning its growth ambitions. We’ll now examine how the Franklin facility opening, alongside recent operational momentum, may influence Modine Manufacturing’s...

Cellebrite DI (NasdaqGS:CLBT) just delivered a quarterly update that the market clearly liked, with shares jumping about 20% as investors responded to stronger execution and accelerating momentum in its Guardian investigative platform. See our latest analysis for Cellebrite DI. That earnings pop sits on top of a 1 month share price return of 18.7% and a 90 day gain of 7%, even though the year to date share price return is still negative and the 1 year total shareholder return is slightly in...

Market context for Kinder Morgan Kinder Morgan (KMI) has quietly put together steady gains over the past month, with the stock up about 5% as investors revisit large pipeline operators for income and long term stability. See our latest analysis for Kinder Morgan. That recent 30 day share price return of 4.6% has helped KMI claw back some earlier softness. When you set that against a three year total shareholder return of 87.6%, it looks more like steady momentum than a short term blip at the...

The upcoming launch of BlueBird 6 has put AST SpaceMobile (ASTS) firmly back on traders screens, as investors connect this higher capacity satellite to the company s broader commercial rollout. See our latest analysis for AST SpaceMobile. Those catalysts have clearly caught the market s eye, with the share price at about $73.92 and a powerful year to date share price return of roughly 242% signalling strong, momentum driven expectations around the launches, new facilities, and billion dollar...

Steelcase (SCS) has quietly outperformed many office-furniture peers this year. That kind of move usually signals that investors are rethinking the company’s earnings power, cash generation, and longer term workplace demand. See our latest analysis for Steelcase. That strength has not disappeared, but the pace has cooled recently. The share price is still up strongly year to date, while the three year total shareholder return remains the real standout. This suggests investors are steadily...

Vertex (VERX) has expanded its long-running partnership with CPA.com, rolling out an AI-powered sales tax compliance platform built with Kintsugi. The move directly targets accounting firms looking to automate complex, recurring tax workflows. See our latest analysis for Vertex. Despite solid revenue growth and the new AI collaboration with CPA.com and Kintsugi, Vertex’s 90 day share price return of minus 24.1 percent and 1 year total shareholder return of minus 65.05 percent suggest...

Kratos Defense & Security Solutions recently opened a 10,000‑square‑foot PT6A and PT6T engine overhaul facility in Vancouver, British Columbia, enhancing its North American maintenance, repair, and overhaul footprint and bolstering support for Canadian operators alongside its Bristow, Oklahoma operations. This latest expansion, alongside new propulsion and microelectronics facilities and growing unmanned systems production, signals Kratos’ push to align capacity with rising aerospace and...

In recent days, Warrior Met Coal has benefited from stronger global demand for steelmaking coal, as infrastructure and manufacturing activity picked up across Europe, South America, and Asia. This demand upswing highlights how the company’s focus on metallurgical coal and operational efficiency could be increasingly important for steel producers seeking reliable supply. Against this backdrop of rising metallurgical coal demand, we’ll explore how this trend may influence Warrior Met Coal’s...

Nurix Therapeutics (NRIX) is back in the spotlight after unveiling fresh Phase 1a/1b data on its BTK degrader NX 5948 at the ASH 2025 meeting, reinforcing a 600 mg dose for Phase 2. See our latest analysis for Nurix Therapeutics. The ASH update caps a sharp reversal in sentiment for Nurix, with a roughly 87% 3 month share price return and a still negative 1 year total shareholder return. This suggests that momentum is rebuilding after a tough stretch. If this kind of clinical inflection point...

Cencora stock has been caught between mixed analyst calls and fresh expansion news, with recent 3PL investments in the US and Europe arriving just as earnings expectations trend higher while some views turn more cautious. See our latest analysis for Cencora. Despite the recent pullback, including a 7 day share price return of negative 7.93 percent after a strong run, Cencora’s 51.13 percent year to date share price return and 5 year total shareholder return of 266.09 percent show momentum has...

California Water Service Group (CWT) just earned a spot on Newsweek and Statista's America’s Most Responsible Companies list for the fifth straight year, a steady ESG track record investors tend to notice. See our latest analysis for California Water Service Group. Even with this fresh ESG recognition, CWT’s recent 30 day share price return of minus 3.71 percent and one year total shareholder return of minus 5.33 percent suggest momentum has softened after a largely flat year to date. If this...

Apollo Global Management (APO) is back in the spotlight after management reiterated ambitious growth targets ahead of high profile conferences, while fresh analyst upgrades and a Bank of England stress test lifted investor attention. See our latest analysis for Apollo Global Management. Those upbeat growth messages and conference appearances seem to be resonating, with a 7 day share price return of 4.76% and the stock now trading at $138.13, even though the year to date share price return...

Earlier this year, Guardian Pharmacy Services reported robust third-quarter 2025 results that surpassed market expectations, followed by Director Steven D. Cosler purchasing 3,370 shares of Class A common stock. This combination of operational outperformance and insider buying signaled strengthened leadership conviction in Guardian Pharmacy Services’ long-term business trajectory. Next, we’ll examine how the strong third-quarter earnings performance shapes Guardian Pharmacy Services’...

Bicara Therapeutics (BCAX) just put a spotlight on its lead cancer program, pairing early Phase 1b data with an FDA Breakthrough Therapy designation, a one two punch that immediately sharpens the stock’s long term narrative. See our latest analysis for Bicara Therapeutics. The Breakthrough Therapy news arrives after a powerful run, with Bicara’s 1 month share price return of 24.32 percent and 3 month share price return of 48.09 percent. However, the 1 year total shareholder return is still...

Truist Financial (TFC) just tapped former Capital One retail bank technology leader Lo Li to run technology, data and operations for its Consumer and Small Business Banking unit, underscoring a fresh push into digital execution. See our latest analysis for Truist Financial. Investors seem to be warming to that message, with a roughly 6 percent 1 month share price return and year to date gains near 10 percent. A solid 3 year total shareholder return above 30 percent suggests momentum is...

In late November 2025, Match Group’s board appointed veteran e-commerce leader Darrell Cavens as a director and moved to seek stockholder approval to declassify its staggered board structure at the 2025 annual meeting. Cavens’ background in scaling online consumer platforms and data-driven retail, combined with governance changes, signals a stronger emphasis on digital commerce expertise and shareholder responsiveness. Next, we’ll examine how this board refresh, alongside Match Group’s...

ArcBest has amended and restated its revolving credit facility, maintaining a US$250 million maximum credit amount while lifting its letter of credit capacity from US$20 million to US$50 million and extending the facility’s maturity to November 25, 2030. This expanded, longer-dated facility, including potential incremental commitments of up to US$125 million, meaningfully boosts ArcBest’s liquidity and financial flexibility for funding working capital and general corporate needs. We’ll now...

Recent Performance Puts Strive Asset Management Back in Focus Strive Asset Management (ASST) has slipped sharply, with the stock down around 8% in a day, nearly 20% over the past week, and more than 40% over the past month. This kind of slide usually means investors are reassessing the story, especially with shares now trading under 1 dollar and year to date performance deeply negative for a relatively young Dallas based asset manager. See our latest analysis for Strive Asset Management. With...

Texas Pacific Land Corporation recently amended its certificate of incorporation to support a three-for-one forward stock split, increasing authorized common shares from 46,536,936 to 139,610,808, with the split effective December 22, 2025 and trading on a split-adjusted basis beginning December 23, 2025. This move to expand the share count and execute a stock split is intended to make TPL’s high-priced shares more accessible, while fresh analyst coverage highlights how its extensive Permian...

DigitalBridge Group (DBRG) has quietly put together an impressive run lately, with the stock up about 45% over the past week and roughly 34% over the past month, easily outpacing the broader market. See our latest analysis for DigitalBridge Group. That surge in the 1 week and 1 month share price returns sits on top of a solid 90 day share price return of 23.86%. At the same time, the 1 year total shareholder return of 10.39% and 3 year total shareholder return of 13.05% suggest momentum is...