U.S. Basic Materials Stock News

NYSE:VVX
NYSE:VVXAerospace & Defense

V2X Google And Amazon Alliances Frame AI Upside And Valuation Gap

V2X (NYSE:VVX) has announced new partnerships with Google Public Sector and Amazon. The collaborations focus on deploying AI, cloud, and automation across U.S. Government and defense operations. The news centers on support for AI driven modernization, smart logistics, and operational resilience for government clients. For V2X, a contractor focused on mission support, logistics, and technology services, these agreements connect the company directly to widely used cloud and AI platforms...
NYSE:FE
NYSE:FEElectric Utilities

FirstEnergy Plan And Bus Pilot Highlight Evolving Regulated Grid Story

FirstEnergy Pennsylvania, part of FirstEnergy (NYSE:FE), filed a new Default Service Plan that includes added consumer protections and revised electricity procurement structures. A FirstEnergy subsidiary received regulatory approval for a pilot program to support zero-emission school buses, including vehicle to grid technology and related infrastructure funding. FirstEnergy (NYSE:FE) operates as a regulated electric utility group with a focus on transmission and distribution in several U.S...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

Is It Too Late To Consider First Citizens BancShares (FCNC.A) After Strong Multi‑Year Gains?

Wondering whether First Citizens BancShares is still offering value at around US$2,160.99 per share, or if the easy money has already been made? This article walks you through what the current price really implies. The stock has had a mixed run, with a 4.4% return over the last week, a 0.7% decline over the last 30 days, a roughly flat 0.1% return year to date, and a 2.2% decline over the past year, set against a very large 3 year gain and a similarly very large 5 year gain. Recent coverage...
NYSE:UPS
NYSE:UPSLogistics

Assessing UPS (UPS) Valuation After Earnings Beat And Reaffirmed 2026 Outlook

United Parcel Service (UPS) is back in focus after reporting fourth quarter and full year 2025 results that exceeded expectations, reaffirming 2026 revenue guidance and keeping its dividend unchanged despite ongoing cost pressures. See our latest analysis for United Parcel Service. The latest quarterly beat and reaffirmed 2026 guidance have coincided with a clear shift in sentiment, with a 90 day share price return of 26.09% and 1 year total shareholder return of 10.87% suggesting momentum...
NYSE:ARCO
NYSE:ARCOHospitality

The Bull Case For Arcos Dorados Holdings (ARCO) Could Change Following Its 2026 Restaurant Expansion Plan

In late January 2026, Arcos Dorados Holdings Inc. announced plans to open 105 to 115 new restaurants across its operating footprint during 2026. This expansion plan highlights management’s confidence in deploying fresh capital into restaurant growth across Latin America and the Caribbean. We’ll now examine how this planned 2026 restaurant rollout could influence Arcos Dorados’ investment narrative and long-term growth profile. Uncover the next big thing with 24 elite penny stocks that...
NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

CyberArk (CYBR) Is Down 9.1% After Narrower Q4 Loss and Strong Subscription Momentum

CyberArk Software Ltd. reported past fourth-quarter 2025 results with revenue of US$372.65 million and a net loss of US$17.11 million, while full-year revenue reached US$1.36 billion alongside a net loss of US$146.91 million. An interesting aspect of the release was the combination of strong subscription and recurring revenue momentum with sharply reduced quarterly losses compared with the prior year. We’ll now explore how this earnings beat, underpinned by robust subscription and recurring...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Check Point Motorsports Deal Highlights Cybersecurity Role And Valuation Debate

Check Point Software Technologies (NasdaqGS:CHKP) has partnered with Hendrick Motorsports to secure the racing organization's expanding digital operations. The deal focuses on applying Check Point's cybersecurity platform across Hendrick Motorsports' IT environment, including data, applications, and connected systems. The partnership highlights cybersecurity needs in high-profile, data-heavy sports, beyond typical corporate use cases. For investors watching NasdaqGS:CHKP, this move puts a...
NYSE:OXY
NYSE:OXYOil and Gas

Occidental Petroleum (OXY) Valuation Check After Recent Share Price Rebound And Mixed Longer Term Returns

Context for Occidental Petroleum (OXY) after Recent Moves Occidental Petroleum (OXY) has drawn renewed attention after a recent price move that leaves the shares around $46.31, with performance numbers that look quite different over the past month, year and 3 years. For you as an investor, the mix of shorter term gains and longer term volatility can raise questions about how the current share price lines up with the company’s fundamentals, especially given its diverse operations across oil...
NYSE:ALL
NYSE:ALLInsurance

Is Allstate (ALL) Pricing Reflect Its Earnings Power After Recent Insurance Risk Debates

If you are wondering whether Allstate's current share price really reflects what the business might be worth, you are not alone. This article is designed to help you think that through clearly. The stock recently closed at US$207.55, with returns of 4.3% over the past week, a 2.2% decline over 30 days, 1.8% year to date, 11.2% over 1 year, 64.4% over 3 years and 124.8% over 5 years. Recent news around Allstate has focused on its position in the U.S. insurance industry, including discussions...
NasdaqGM:NBN
NasdaqGM:NBNBanks

Why Northeast Bank (NBN) Is Up 8.8% After Mixed Q2 Results and Rising Loan Losses

Northeast Bank recently reported past second-quarter and six-month results to December 31, 2025, showing slightly higher net interest income but lower quarterly net income and earnings per share compared with a year earlier, alongside a Board-approved US$0.01 per share cash dividend payable on February 25, 2026. The quarter also featured a rise in net charge-offs to US$2,942,000 from US$869,000 a year ago, raising fresh questions about loan portfolio quality even as earnings for the...
NYSE:SIG
NYSE:SIGSpecialty Retail

Is It Too Late To Consider Signet Jewelers (SIG) After Its 1-Year 86.6% Rally?

If you are wondering whether Signet Jewelers at around US$97 a share still offers value, you are not alone. This article is designed to help you frame that question clearly. The stock has recent returns of 5.1% over 7 days, 15.0% over 30 days, 12.6% year to date and 86.6% over 1 year, which naturally raises questions about how much of the story is already reflected in the price. Those moves come as investors continue to focus on Signet's position as a large listed jewelry retailer and how...
NYSE:AB
NYSE:ABCapital Markets

AllianceBernstein Holding (AB) Is Down 7.3% After Record AUM And Higher Payout Amid Lower Profit

AllianceBernstein Holding L.P. has reported full-year 2025 net income of US$299.84 million, down from US$423.37 million a year earlier, alongside fourth-quarter earnings that exceeded analyst expectations and record assets under management of US$867 billion. Despite lower annual profit, the firm increased its cash distribution to US$0.96 per unit and highlighted growth initiatives such as expanding commercial mortgage lending and enhancing biodiversity and water-risk assessment across...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty (TRNO) Is Up 7.4% After Strong Q4 Results And Dividend Declaration - Has The Bull Case Changed?

Terreno Realty Corporation reported past fourth-quarter and full-year 2025 results showing higher revenue of US$137.48 million and net income of US$158.22 million for the quarter, alongside a regular quarterly cash dividend of US$0.52 per share payable on April 10, 2026. The sharp year-over-year increase in earnings per share and strong funds from operations of US$86.5 million highlight how efficiently the REIT’s industrial portfolio has been working for shareholders. Against this backdrop,...
NYSE:IT
NYSE:ITIT

Why Gartner (IT) Is Down 25.4% After Soft 2026 Outlook And Massive New Buyback Plan

In early 2026, Gartner, Inc. reported fourth-quarter 2025 results showing higher sales and revenue than a year earlier but lower net income and earnings per share, alongside completing a long-running US$6.43 billion share repurchase program and expanding its buyback authorization to US$7.50 billion. At the same time, Gartner issued weaker-than-expected 2026 guidance amid client hesitation related to artificial intelligence, while adding AI expert Daniela Rus and seasoned investor Edward...
NYSE:INVX
NYSE:INVXEnergy Services

Is Innovex International (INVX) Offering Value After 59% One-Year Share Price Gain?

If you are wondering whether Innovex International at US$25.35 is offering fair value right now, starting with the recent share performance and current valuation checks can help frame that question clearly. The stock has returned 2.0% over the last 7 days, 7.9% over 30 days, 11.3% year to date, and 58.6% over the past year. These figures provide important context for thinking about risk and potential future returns. Recent coverage has focused on Innovex International's positioning in the...
NYSE:LC
NYSE:LCConsumer Finance

A Look At LendingClub (LC) Valuation After Earnings Beat Guidance Credit Gains And Buyback Completion

Why LendingClub’s latest earnings are drawing attention LendingClub (LC) just reported fourth quarter and full year 2025 results, pairing higher net income and earnings per share with new 2026 profit guidance, lower net charge offs, boardroom changes, and a completed share buyback. See our latest analysis for LendingClub. The earnings release has come with a sharp 1 day share price return of 7.97% to US$16.94. However, the 30 day share price return of 15.22% and year to date share price...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Assessing Skyworks Solutions (SWKS) Valuation After Earnings Beat And Stronger Guidance

What the latest quarter tells you about Skyworks Solutions (SWKS) Skyworks Solutions (SWKS) just reported quarterly results that beat analyst expectations, even as sales and earnings were lower than a year ago, and paired that with guidance that topped consensus views. At the same time, management pointed to momentum in edge IoT, automotive connectivity, data center, and broad demand across its Broad Markets segment, helped by stronger smartphone volumes and a more favorable product mix. See...
NYSE:AR
NYSE:AROil and Gas

Antero Resources Expands Appalachian Footprint With HG Energy Deal And New Debt

Antero Resources (NYSE:AR) has closed its acquisition of HG Energy II Production Holdings for approximately US$2.8b. The company has arranged a US$1.5b unsecured term loan and a US$750m notes offering to support the transaction and broader financing needs. The deal expands Antero's footprint in the Appalachian Basin, with a larger position in the West Virginia Marcellus shale play. Antero Resources focuses on natural gas and liquids production, with a core position in the Appalachian Basin...
NYSE:FUL
NYSE:FULChemicals

Is H.B. Fuller (FUL) Pricing Look Attractive After Recent Share Price Strength?

If you are wondering whether H.B. Fuller is fairly priced or offering value at its current US$66.06 share price, you are not alone. The stock has returned 9.9% over the last 7 days, 0.9% over the past month, 9.5% year to date and 11.0% over the last year. Its 3 year and 5 year returns sit at a 2.7% decline and 21.6% respectively. Recent attention on H.B. Fuller has centered on how the business is positioned within the materials sector and the resilience of its end markets. That context is...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

A Look At MercadoLibre (NasdaqGS:MELI) Valuation As Strong Fundamentals Draw Fresh Investor Interest

Recent commentary on MercadoLibre (MELI) has focused on its business fundamentals, including rising buyer engagement, higher spending per user and a free cash flow margin of 32.7%, prompting fresh attention on the stock. See our latest analysis for MercadoLibre. At a share price of $1,970.15, MercadoLibre has recently seen a 1 month share price return of 9.56% and a 7 day share price return of 8.27% decline, which contrasts with a relatively flat year to date share price return and a stronger...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

Assessing Ramaco Resources (METC) Valuation As Brook Mine Rare Earth Opportunity Emerges Beyond Coal

Ramaco Resources (METC) is in focus after a class action lawsuit filing, just as its Brook Mine rare earth plans introduce a potential new earnings stream alongside its metallurgical coal operations. See our latest analysis for Ramaco Resources. Ramaco Resources’ share price has pulled back recently, with a 30 day share price return of 10.55% and a 90 day share price return of 26.64%, even as the 1 year total shareholder return sits at 94.05% and the 5 year total shareholder return is very...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Extends Payout Streak While Funding Growth Projects

Enterprise Products Partners (NYSE:EPD) has extended its track record of distribution increases to 27 consecutive years. The partnership reports continued stable cash flows that support both its current distributions and new infrastructure investments. Management is directing capital toward additional midstream projects while maintaining what it describes as robust distribution coverage. Enterprise Products Partners is a major midstream energy partnership focused on pipelines, storage, and...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

MarketAxess Extends US$750m Credit Facility As New Directors Join Board

MarketAxess Holdings amended and extended its $750 million credit facility, pushing the maturity out to 2029 and updating key terms. The company also elected Douglas Cifu and Kenneth Schiciano to its board, both with extensive experience in fintech and investment. For investors watching NasdaqGS:MKTX, these corporate moves arrive after a challenging share price stretch. The stock closed at $162.33, with returns of 4.1% over the past week, 3.8% over the past 30 days, 9.1% year to date, 18.1%...
NYSE:HPE
NYSE:HPETech

A Look At Hewlett Packard Enterprise (HPE) Valuation After New AI Healthcare And Private AI Platform Launches

Hewlett Packard Enterprise (HPE) is drawing fresh attention after new AI focused launches and alliances, including the Generate for Healthcare solution and a private AI platform partnership with 2degrees. See our latest analysis for Hewlett Packard Enterprise. Those AI launches and alliances come as Hewlett Packard Enterprise’s share price sits at US$23.61, with a 1 day share price return of 3.96% and a 7 day share price return of 9.71%. The 1 year total shareholder return of 13.99% and 5...