U.S. Basic Materials Stock News

ICON (NasdaqGS:ICLR) is back in focus after beating on revenue and earnings, while bookings growth finally turned a corner, hinting that the toughest stretch of the healthcare R&D downturn may be easing. See our latest analysis for ICON. The upbeat earnings and improving bookings have helped ICON stage a sharp rebound, with a roughly 15% 30 day share price return. However, the year to date share price return and 1 year total shareholder return are still negative, suggesting momentum is only...

Earlier this month, Phillips 66 closed the sale of a 65% stake in its Germany and Austria retail marketing business to a Stonepeak- and Energy Equation–backed consortium, while AM Best affirmed strong credit ratings for its captive insurers, Spirit Insurance Company and Radius Insurance Company. Together with more optimistic analyst earnings estimates, these moves highlight how Phillips 66 is reshaping its portfolio and reinforcing its risk management framework to support future...

Yum China Holdings recently increased its share repurchase authorization by US$1.00 billion to a total of US$5.40 billion and was added to the Hang Seng China Enterprises Index, reinforcing its focus on shareholder capital returns. This combination of a larger buyback pool and index inclusion highlights management’s confidence in the business while potentially broadening the company’s investor base and liquidity profile. We’ll now explore how Yum China’s expanded US$5.40 billion buyback...

Earlier this week, Analog Devices reported quarterly revenue growth of 25.9% year on year, surpassing analyst expectations by 2.1% and issuing revenue guidance that was also ahead of forecasts. Management framed the quarter as the culmination of a robust year powered by both cyclical and company-specific growth drivers, marking a clear contrast with the company’s recent period of revenue declines and relatively low returns on invested capital. Now we’ll explore how this revenue beat and...

Earlier this month, Alarm.com announced a low-cost Video Intercom Mobile Directory that uses QR codes and mobile phones to modernize secure entry management for multi-tenant residential and commercial properties across North America and select international markets. Just days before, Alarm.com and Everon, LLC revealed a partnership to offer a unified console that integrates intrusion protection, access control, and advanced video analytics, signaling a push deeper into integrated commercial...

PayPal Holdings (PYPL) just took another hit on the sentiment front, with fresh downgrades from big Wall Street firms after management signaled a slower turnaround for its core branded checkout business. See our latest analysis for PayPal Holdings. Those cautious signals are feeding into the tape, too, with the share price at about $61.66 and a steep year to date share price return of roughly negative 28 percent. This has contributed to a five year total shareholder return of around negative...

Earlier this week, Albemarle Corporation secured offtake rights to cesium concentrate from Power Metals’ Case Lake project and agreed to a prepayment of up to C$5 million, while board member Dean L. Seavers resigned on 12 December 2025. This move extends Albemarle’s reach in specialty critical minerals beyond lithium, signaling an effort to broaden its raw‑materials base and revenue mix. We’ll now examine how Albemarle’s new cesium offtake and prepayment agreement could influence its...

If you are wondering whether Celsius Holdings is still a smart consideration after its huge run up, or if the fizz has finally come out of the can, this breakdown will walk you through what the current price really implies. Over the last year the stock is up 37.9%, including a 61.2% gain year to date and a recent 4.2% jump over the past week. This indicates that the market is still reassessing its growth story and risk profile. Recent headlines have focused on Celsius expanding distribution...

LyondellBasell Industries recently presented at the Energy LIVE Conference 2025 in Houston, where Vice President Mariane Maximous outlined advances in Americas feedstock, mechanical recycling, and circular and low-carbon solutions. At the same time, analysts flagged higher input costs, weak demand, and rising competition, highlighting a tension between LYB’s recycling-led transition plans and current operating pressures. We’ll now examine how the analyst downgrade amid cost and demand...

In recent months, Opendoor Technologies has undergone a leadership shake-up and business overhaul, with new CEO Kaz Nejatian shifting the company away from its traditional iBuying model toward a software- and AI-driven platform while pursuing major cost cuts amid continued losses and a difficult US housing market. At the same time, meme-style investor enthusiasm, insider share purchases, and the launch of leveraged ETFs tied to Opendoor have amplified attention on whether this AI-focused...

St. Joe (JOE) is kicking off development of a Publix anchored lifestyle center at Watersound West Bay Center in Panama City Beach, a steady brick and mortar signal of how the company is leaning into corridor growth. See our latest analysis for St. Joe. That corridor story is showing up in the numbers too, with the share price at $62.82 after a roughly 41% year to date share price return and a three year total shareholder return of about 74%, suggesting momentum is building as investors price...

AST SpaceMobile (ASTS) is back in the spotlight as fresh telecom partnerships and chatter about its role in future orbital AI data centers intersect with high profile commentary on the stock’s speculative upside and risks. See our latest analysis for AST SpaceMobile. Those AT&T and Verizon wins, plus the buzz around orbital AI infrastructure, help explain why AST SpaceMobile has a 30 day share price return of 24.92 percent and a three year total shareholder return of 1887.05 percent, even...

KeyCorp (KEY) just laid out a bullish sounding roadmap at the Goldman Sachs conference, talking record revenue, double digit growth and stepped up buybacks, and the stock quickly responded as investors recalibrated expectations. See our latest analysis for KeyCorp. With the latest roadmap in hand, investors seem to be reassessing the risk reward, as a 30 day share price return of 17.25% and a 1 year total shareholder return of 19.44% suggest momentum is building rather than fading. If this...

Mizuho recently upgraded Magnolia Oil & Gas to Outperform, pointing to its attractive inventory quality, strong balance sheet, and consistent above-average cash returns, along with a breakeven inventory cost below US$60 per barrel and underappreciated Gulf Coast natural gas exposure. The upgrade also highlights that Magnolia’s shares now trade at a relative discount on free cash flow to enterprise value, framing it as an unusually inexpensive option among higher-quality exploration and...

Etsy recently reported quarterly revenue of US$678 million, up 2.4% year on year and ahead of analyst expectations, while also unveiling Patina Blue as its 2026 Color of the Year, a blue‑green hue inspired by naturally aged copper. The combination of better‑than‑expected earnings and a color choice linked to rising interest in lived‑in, authentic aesthetics highlights how Etsy is leaning into both data‑backed demand trends and brand identity rooted in distinctive, handcrafted design. Next,...

Intel stock moves after steady multimonth rally Intel (INTC) is coming off a strong run, with shares roughly doubling over the past year. The latest pullback has investors asking whether this is a breather or an early warning. See our latest analysis for Intel. The latest dip, including a 4.3% one-day share price return decline to $37.81, comes after an 86.99% year-to-date share price return and an 85.89% one-year total shareholder return. This suggests momentum is cooling but not broken. If...

In the past quarter, Medpace Holdings reported a 23.7% year-over-year revenue increase, underscoring strong organic growth in its clinical research services for early-stage biopharma clients without depending on acquisitions. Industry commentary also highlights that Medpace’s earnings per share have grown faster than revenue in recent years, supported by consistent share buybacks and expectations for demand to accelerate above its recent two-year trend. We’ll now examine how this robust,...

In recent months, IPG Photonics reported strong third-quarter results driven by demand for welding in electric vehicles and stationary storage batteries, while also advancing additive manufacturing and opening a Huntsville, Alabama facility as the headquarters for its new laser defense business. Alongside this expansion, a pre-arranged Rule 10b5-1 stock sale by senior executive Angelo Lopresti and the company’s virtual strategy meeting underscore how IPG Photonics is reshaping its mix...

In recent days, analysts, including Morgan Stanley and RBC Capital, have reassessed Legend Biotech’s outlook in light of updated multiple myeloma data, keeping positive ratings while trimming expectations. A key focus has been whether competitive pressure meaningfully threatens Carvykti’s position, even as long-term efficacy data continue to support its clinical strength and expansion potential. We’ll now examine how concerns about rising competition for Carvykti and its enduring efficacy...

OGE Energy (OGE) is back on income investors radar after pairing a fresh 345 million public equity offering with its 19th straight yearly dividend increase. This combination says a lot about management priorities. See our latest analysis for OGE Energy. At a share price of $43.05, OGE’s near term share price return has been a bit soft, but its multi year total shareholder returns suggest steady compounding rather than fading momentum. This latest equity raise and dividend hike reinforces that...

Merck recently reported that the European Medicines Agency’s CHMP has recommended expanding WINREVAIR’s pulmonary arterial hypertension indication in Europe to include higher-risk WHO Functional Class II–IV adults, following strong Phase 3 ZENITH data on morbidity and mortality outcomes. This regulatory momentum strengthens WINREVAIR’s position as a differentiated activin signaling inhibitor in a serious disease area, potentially broadening its role as one of Merck’s key growth drivers...

Neurocrine Biosciences (NBIX) has quietly kept shareholders rewarded this year, with the stock up about 11% year to date and roughly 21% over the past year despite recent minor pullbacks. See our latest analysis for Neurocrine Biosciences. That pattern of a modest 1 day share price pullback against a solid 30 day share price return of 5.48 percent and a 1 year total shareholder return above 20 percent suggests positive momentum is still broadly intact, as investors reassess growth and risk in...

Earlier this year, MGIC Investment reported third-quarter 2025 earnings per share of US$0.83, topping analyst expectations of US$0.74, while also continuing its program of aggressive share repurchases and marking a seventh consecutive annual dividend increase. This combination of earnings outperformance and steadily rising capital returns points to management’s confidence in MGIC’s underlying mortgage insurance franchise and its ability to keep rewarding shareholders over time. Next, we’ll...

Wondering if Berkshire Hathaway is still a smart buy at around $499 a share, or if most of the upside has already been priced in? You are not alone. That is exactly what this piece is going to unpack. Despite a modest dip of 1.0% over the last week and 1.9% over the last month, the stock is still up 10.7% year to date and 9.1% over the last year, with a 66.5% gain over three years and 123.6% over five years that keeps long term holders smiling. Recent headlines have focused on Berkshire's...