U.S. Basic Materials Stock News

If you are wondering whether Chubb's current share price lines up with its underlying value, you are not alone, and that is exactly what this article will help you unpack. Chubb shares last closed at US$306.81, with returns of a 1% decline over the past week, 3.5% over the past month, a 1% decline year to date, 20.6% over the past year, 41% over three years, and 113.6% over five years, which can influence how investors think about both growth potential and risk today. Recent headlines around...

Mirum Pharmaceuticals (MIRM) has drawn attention after initiating the BLOOM Phase 2 trial of MRM-3379 in Fragile X syndrome, alongside fresh institutional interest and recent revenue growth that some investors interpret as a sign of business momentum. See our latest analysis for Mirum Pharmaceuticals. The recent 6.09% 1 day share price return and 33.86% 30 day share price return, taking Mirum to $86.57, line up with the Phase 2 trial news, institutional buying and revenue growth. At the same...

In early January 2026, Raymond James downgraded MPLX from Outperform to Market Perform, following JP Morgan’s earlier move to lower its rating as analysts flagged limited organic growth prospects and a heavier reliance on mergers and acquisitions. At the same time, MPLX reported higher quarterly revenue and net profit than a year earlier and scheduled a February 3, 2026 earnings call, setting up a contrast between improving recent results and more cautious views on its longer-term growth...

Amcor (AMCR) is back in focus after a series of upbeat analyst views, reaffirmed fiscal 2026 guidance and fresh insider share purchases tied to its Berry Global acquisition and planned synergy gains. See our latest analysis for Amcor. Against this backdrop, Amcor’s share price has moved to US$8.65, with a 90 day share price return of 9.08% and a 30 day gain of 5.49%. This suggests momentum has been building, even as the 1 year total shareholder return of 2.68% decline and 3 year total...

Truist Securities’ recent coverage initiation on Lemonade (LMND) with a Buy rating has put the insurer back on many watchlists and has prompted fresh questions about how today’s price reflects its current fundamentals. See our latest analysis for Lemonade. The Truist initiation comes after a strong run, with Lemonade’s 90 day share price return of 65.8% and a one year total shareholder return of 146.52% suggesting momentum has recently been building from a low base despite some earlier long...

Grid Dynamics Holdings (GDYN) is back on investors’ radar after entering a multi-year collaboration with Amazon Web Services centered on generative AI solutions for enterprise clients, framed against fresh insider stock sales and equity plan changes. See our latest analysis for Grid Dynamics Holdings. The AWS collaboration arrives after a choppy period for shareholders, with a 25% 90 day share price return contrasted by a 53.17% decline in 1 year total shareholder return. Recent momentum is...

In early 2026, Expedia Group’s operational progress came into focus as analysts highlighted stronger room night growth, improved marketing efficiency, and EBITDA margin expansion under CEO Ariane Gorin’s updated re‑platforming and loyalty strategy. At the same time, OpenAI’s integration of trip‑booking with Expedia into the ChatGPT experience underscored how consumer AI and real‑world travel marketplaces may increasingly intersect rather than be easily disrupted. We’ll now examine how this...

In recent days, Cleveland-Cliffs faced an analyst downgrade from KeyBanc to sector weight, citing softer auto-related demand and slightly higher costs, even as its cooperation with POSCO was highlighted as a positive for its operations and finances. Despite this more cautious analyst stance, trading activity appears heavily influenced by technical signals and elevated short interest, suggesting market positioning is playing an important role in how investors are reacting to the company. With...

Alexandria Real Estate Equities recently reported weaker third-quarter 2025 results, recorded a US$323.90 million real estate impairment including US$206.00 million on its Long Island City asset, cut its dividend by 45%, and now faces multiple securities class action lawsuits over alleged misstatements about that property and its leasing prospects. The combination of muted tenant demand, pressure on life science leasing, rising short interest, and legal scrutiny around the Long Island City...

Carrier Global (CARR) is drawing fresh attention after several research sources flagged the HVAC and refrigeration group as potentially undervalued relative to its fundamentals and peers, particularly in relation to building efficiency and climate control themes. See our latest analysis for Carrier Global. At a share price of US$56.25, Carrier Global has seen short term momentum pick up, with a 1 day share price return of 4.44% and a 30 day share price return of 5.34%. The 1 year total...

If you are looking at Tradeweb Markets and wondering whether the current share price offers good value, this article will walk through what the numbers actually say. The stock recently closed at US$103.82, with returns of a 2.2% decline over 7 days, a 2.8% decline over 30 days, a 2.2% decline year to date and a 20.5% decline over 1 year. The 3 year and 5 year returns sit at 46.7% and 63.9% respectively. These moves have put more attention on how Tradeweb is priced versus its fundamentals...

If you are wondering whether Brookfield Infrastructure is offering good value at today’s price, you are not alone. This article is designed to help you weigh that up with clear valuation checks. The stock recently closed at US$43.26, with a 7 day return of a 4.5% decline and a 30 day return of a 7.5% decline, while the 1 year return stands at 18.6% and the 3 year and 5 year returns are 13.0% and 16.3% respectively. Recent share price moves have come alongside ongoing interest in listed...

Bausch + Lomb (BLCO) has completed a refinancing of its term loans, closing a new US$2.80b replacement term B facility with lower interest margins and effectively extending certain maturities. See our latest analysis for Bausch + Lomb. The refinancing comes at a time when Bausch + Lomb’s share price return has been relatively resilient. The 90 day share price return is 20.18% and the 1 year total shareholder return is 3.10%, suggesting recent momentum contrasts with a flatter longer run...

Kite Realty Group Trust (KRG) has put extra income on the table for shareholders, declaring a special cash dividend of $0.145 per share tied to a January 9, 2026 special ex dividend date. See our latest analysis for Kite Realty Group Trust. That special dividend comes after a solid run in the stock, with a 90 day share price return of 9.61% and a 1 year total shareholder return of 9.24%. This comes even though the 1 day move was a 4.06% decline and the year to date share price return is...

In December, Morgan Stanley downgraded Atmos Energy Corporation to Equal Weight from Overweight as part of its 2026 utilities outlook, highlighting political and regulatory risks during an election year even as the company continues to emphasize its regulated model and infrastructure modernization. This shift in analyst stance contrasts with Atmos Energy’s long record of earnings growth and its internal guidance for 6%–8% earnings expansion supported by ongoing investments in safety,...

Recent analyst actions around Trimble (TRMB), including an upgrade from KeyBanc and an outperform reiteration from Oppenheimer, have drawn fresh attention to the stock and its growth focus. See our latest analysis for Trimble. At a latest share price of $80.61, Trimble’s recent 1-day and 7-day share price returns of 1.38% and 2.91% sit alongside a 90-day share price return of 6.58% and a 1-year total shareholder return of 14.78%. Investors are weighing its Lucid Gravity partnership and...

With no single headline event in focus, American Water Works Company (AWK) is drawing attention as investors reassess regulated utilities following recent share moves and updated return figures over the past month and the previous three months. See our latest analysis for American Water Works Company. At a share price of $127.98, American Water Works Company has seen a 10.49% decline in its 90 day share price return, while the 1 year total shareholder return of 8.26% suggests longer term...

Kulicke and Soffa Industries recently saw stronger order activity and healthier utilization trends across semiconductor and memory markets, alongside expanding opportunities in advanced packaging, advanced dispense, and power semiconductor equipment. This combination of improving demand signals across several high-end chipmaking segments has sharpened investor focus on how the company’s tools are positioned within the semiconductor manufacturing cycle. We’ll now examine how this improving...

Recently, several research firms including TD Cowen and Argus Research reaffirmed or upgraded their positive views on Entergy, highlighting expectations for higher earnings per share driven by rising electricity demand from industrial and data center customers and supported by constructive state regulatory conditions. This cluster of upbeat analyst assessments underscores how Entergy’s exposure to power-hungry data centers and industrial growth is becoming a central focus for investors...

In recent days, CSX has announced sizable workforce reductions, cutting 166 management roles and furloughing nearly 200 conductors as part of a cost-control drive under new CEO Steve Angel amid challenging economic conditions. These cuts, alongside tighter spending on management benefits and travel, highlight a sharper push to reshape the railroad’s cost base and operating model following activist pressure and soft merchandise traffic. Next, we’ll examine how these workforce reductions and...

In early January 2026, Paychex, Inc. announced a partnership with PayPal that adds PayPal Direct Deposit to the Paychex Flex Perks marketplace, giving employees up to two-day early access to pay and seamless use of PayPal’s financial tools. This collaboration broadens Paychex Flex Perks to 25 curated benefits and aims to address unbanked workers’ needs by offering paycheck access and financial services outside traditional bank accounts. Now we’ll examine how embedding PayPal Direct Deposit...

If you have been wondering whether Modine Manufacturing's share price still makes sense after a strong multi year run, this article will walk through what the current market price might be implying about its value. Recently the stock has pulled back, with a 7 day return of 11.1% decline and a 30 day return of 23.1% decline, although the 1 year return of 5.3% and a very large 3 year and 5 year return suggest the longer term picture looks very different. This move comes against a backdrop of...

Dave (DAVE) is back in focus after record third quarter results and a stronger tone around fintech, with recent analyst sentiment and sector headlines prompting many investors to take a fresh look at the stock. See our latest analysis for Dave. At a share price of $239.35, Dave has seen a 21.57% 30 day share price return and a very large 3 year total shareholder return, suggesting momentum has been building as recent record results and sector headlines kept fintech in the spotlight. If Dave’s...

Earlier this week, New Street analyst David Barden upgraded American Tower to a more positive rating, highlighting its long-term tower lease contracts with Dish that run through 2036 and represent about US$200 million in annual payments. The analyst argued that, despite American Tower’s exposure to Dish, the company’s growth profile remains aligned with its historical pattern, suggesting the current market view may not fully reflect its contractual revenue base. Next, we’ll examine how this...