U.S. Basic Materials Stock News

CLDX stock reaction and recent performance Celldex Therapeutics (CLDX) has been moving without a clear single news catalyst. This puts the focus on how the stock has behaved recently and what its fundamentals look like today. Over the past month the share price has recorded a 3.4% decline, while the past 3 months show a 3% decline. Year to date, CLDX is down about 4%, although the 1 year total return stands at 7.9%. See our latest analysis for Celldex Therapeutics. At a share price of...

OceanFirst Financial (OCFC) is back in focus after quarterly results came in ahead of expectations on both revenue and non GAAP profit, helped by strong loan growth, higher net interest income, and ongoing merger activity. See our latest analysis for OceanFirst Financial. Despite the earnings beat and ongoing merger and capital initiatives, the 1 day share price return of 3.7% and 1 month share price return of 6.3% suggest some investors are reassessing near term risks, while the 5 year total...

Zimmer Biomet Holdings, Inc. recently outlined a cautious 2026 outlook at the J.P. Morgan Healthcare Conference and disclosed that named executive officer Mark Bezjak will resign his employment and officer roles effective January 16, 2026, after previously stepping down as an executive officer in July 2025. The combination of tempered guidance following weaker demand in certain international markets and the departure of a senior leader has intensified attention on Zimmer Biomet’s operational...

SS&C Technologies Holdings (NasdaqGS:SSNC) is supporting Fundsmith's entry into the U.S. ETF market with a new U.S. Equity ETF. SS&C has expanded its work with PensionBee to streamline and digitize the 401(k) rollover process. These developments highlight SS&C's role in both asset management infrastructure and retirement account services. SS&C Technologies Holdings, a provider of software and services for the financial sector, operates at the intersection of asset management, wealth, and...

If you are wondering whether Allstate's current share price reflects its true worth, you are not alone. This article is set up to help you connect the recent share price with what the business might be worth based on fundamentals. Allstate closed at US$193.65, with returns of 0.7% over 7 days, a 7.4% decline over 30 days, a 5.0% decline year to date, a 6.1% gain over 1 year, 62.5% over 3 years, and 104.3% over 5 years. This gives you a broad context for how the stock has been trading...

AGCO (AGCO) is back in focus after its Fendt, Massey Ferguson, and PTx brands picked up seven 2026 AE50 awards for new tractors, balers, and precision agriculture technologies. See our latest analysis for AGCO. AGCO's recent AE50 awards and its upcoming PTx Winter Conference presentations arrive alongside a 30 day share price return of 8.08% and a year to date share price return of 7.51%. The 1 year total shareholder return of 9.61% contrasts with a 3 year total shareholder return decline of...

Recent commentary on Hess Midstream LP highlighted its high distribution yield, C‑corp structure that simplifies taxes for investors, and fee-based contracts with Chevron that include Minimum Volume Commitments running through 2028. The company is also expanding its Tioga Gas Plant to add processing capacity by 2027, underpinning management’s guidance for mid-single-digit distribution growth and projected 2025 net income of US$715–765 million and Adjusted EBITDA of US$1.24–1.29 billion,...

Reynolds Consumer Products (NasdaqGS:REYN) is reporting continued market share gains across its core categories. The company is pursuing efficiency improvements through revenue growth management and expanded automation. REYN is prioritizing new products in areas such as parchment and scented waste bags to build on fast growing segments. Reynolds Consumer Products, the owner of household brands in food storage, cooking supplies, and waste bags, sits at the center of everyday consumer...

Earlier this week, Freddie Mac reported in its Primary Mortgage Market Survey that the average 30-year fixed-rate mortgage fell to 6.09%, almost a full percentage point lower than a year ago amid signs of an improving economy and rising homebuyer activity. An interesting angle is Freddie Mac’s emphasis on rate shopping, highlighting how simply comparing multiple mortgage offers can potentially translate into thousands of US$ in savings for individual borrowers. Next, we’ll explore how this...

Earlier this week, The Travelers Companies, Inc. reported full-year 2025 results showing revenue of US$48.83 billion and net income of US$6.29 billion, alongside a US$1.10 quarterly dividend and an expanded US$51.00 billion share repurchase authorization. Travelers also highlighted an extensive AI partnership with Anthropic that equips around 10,000 specialists and more than 30,000 employees with personalized, in-house generative AI tools to enhance underwriting, analytics and...

Solos Technology has filed a high profile patent infringement lawsuit against Meta Platforms (NasdaqGS:META) over smart glasses and related platform technologies. The complaint targets Meta’s Reality Labs unit and its AR/VR and wearable devices, alleging extensive and willful use of Solos’ intellectual property. Solos is seeking multibillion dollar damages and an injunction that could affect Meta’s current and future smart eyewear products. The filing describes long term exposure by Meta and...

Silvus Technologies, a Motorola Solutions (NYSE:MSI) company, launched the StreamCaster MINI 5200, a compact MANET radio for secure tactical communications. The new device is designed for ground forces and focuses on high data throughput, integration with tactical networking systems, and advanced encryption. For you as an investor, this product sits within Motorola Solutions' core communications and safety franchise, extending its reach further into defense oriented networking gear. The...

Community Financial System (NYSE:CBU) has completed its acquisition of ClearPoint Federal Bank & Trust. The company has also closed the purchase of seven Santander Bank branches in the Greater Lehigh Valley region. These transactions expand NYSE:CBU’s physical footprint, customer base, and service offerings across new markets. For you as an investor, this move adds fresh context around NYSE:CBU’s role as a regional banking provider focused on community banking and related financial...

Why the Sagebrush lawsuit matters for Amgen stock The new lawsuit from Sagebrush Health Services puts Amgen (AMGN) and its role in the 340B Drug Pricing Program under a spotlight, and it immediately raises questions for investors around legal, operational, and reputational risk. The complaint focuses on Amgen’s decision to halt discounted drug sales to Sagebrush’s clinics and reclaim past price breaks. Sagebrush is seeking at least US$7m plus potential treble and punitive damages tied to...

CAVA Group (NYSE:CAVA) has appointed Doug Thompson as Chief Operations Officer. Thompson brings extensive restaurant industry experience to support CAVA's nationwide expansion. The appointment represents a material leadership development for the growing fast-casual brand. CAVA Group, the fast-casual Mediterranean restaurant chain trading under NYSE:CAVA, is in expansion mode across the United States, and the COO role sits at the center of that buildout. The company is leaning on Doug...

Amentum Holdings secured a consortium-led contract to support new nuclear power plant development in the Netherlands. The company took on a program delivery role in Rolls-Royce Small Modular Reactor projects in the UK and Czech Republic. Amentum is providing key technical support for NASA’s Artemis II mission preparations. Amentum Holdings (NYSE:AMTM) is drawing attention as it extends its reach in both nuclear infrastructure and aerospace services. The stock last closed at $35.38, with a 1...

If you are wondering whether Macy's current share price really lines up with the value of the business, you are not alone. That is exactly what this article is here to unpack. The stock most recently closed at US$20.32, with returns of 38.7% over 1 year, while shorter term moves include a 6.5% decline over 7 days, a 9.0% decline over 30 days, and a 10.7% decline year to date. Recent headlines around Macy's have focused on its position in the department store space and ongoing interest from...

DHT Holdings (DHT) has drawn fresh attention after taking delivery of the new VLCC DHT Antelope and agreeing to sell two older vessels. Investors see these moves as reshaping its tanker fleet and capital profile. See our latest analysis for DHT Holdings. DHT’s latest fleet moves come after a strong run in the shares, with a 30 day share price return of 14.12% and a year to date gain of 17.72%. The 5 year total shareholder return of 249.80% points to momentum that has built over time. If DHT’s...

BigBear.ai Holdings recently announced it is seeking shareholder approval to amend its charter and double its authorized common shares, while also acquiring CargoSeer’s AI-driven cargo scanning and trade risk management technologies to bolster its customs and border enforcement offerings. These moves, alongside an ongoing securities-fraud investigation, highlight how BigBear.ai is simultaneously expanding its AI footprint and facing heightened legal and governance scrutiny. Next, we will...

AMETEK (AME) is reorganizing its FARO Technologies and Creaform operations into two units: FARO CREAFORM and FARO INSIGHT, aiming to sharpen customer focus and create clearer value propositions across key end markets. See our latest analysis for AMETEK. The reorganization news comes as AMETEK’s share price trades at US$220.74, with a 90 day share price return of 17.95% and a 1 year total shareholder return of 18.22%. These figures indicate that momentum has been building over both shorter and...

ENB Financial (OTCPK:ENBP) closed out FY 2025 with fourth quarter total revenue of US$22.5 million and basic EPS of US$0.97, against trailing twelve month totals of US$85.9 million in revenue and US$3.80 in EPS that coincide with a 40.8% earnings growth rate over the past year. Over recent periods the company has seen revenue move from US$73.9 million on a trailing basis in Q4 2024 to US$85.9 million in Q4 2025, alongside EPS rising from US$2.71 to US$3.80. This sets up a picture of sturdier...

United Security Bancshares (UBFO) has just wrapped up FY 2025 with fourth quarter revenue of US$13.1 million and basic EPS of US$0.20, alongside full year trailing revenue of US$48.3 million and EPS of US$0.71. Over the past few reported periods, revenue has ranged from US$10.7 million in Q4 2024 to US$13.1 million in Q4 2025, while quarterly EPS has moved between US$0.13 and US$0.23. This sets a clear backdrop for how the FY 2025 results line up against FY 2024. With a trailing net profit...

In January 2026, Jefferies downgraded Hawaiian Electric Industries to an underperform rating, citing unresolved wildfire-related liabilities and ongoing regulatory and legislative uncertainty around funding and customer rates in Hawaii. This shift in analyst stance highlights how legal exposure and policy decisions can weigh on a regulated utility’s ability to plan grid modernization and decarbonization initiatives. We’ll examine how the Jefferies downgrade, centered on wildfire liabilities...

Delta Air Lines recently reported higher fourth-quarter 2025 and full-year revenue and earnings, issued 2026 guidance, and agreed to buy thirty Boeing 787-10 aircraft with options for thirty more to support future long‑haul expansion from 2031. An important angle is Delta’s growing emphasis on premium cabins and loyalty revenues, which management highlights as resilient even as main cabin demand lags and costs rise. Next, we’ll examine how this premium- and loyalty-focused shift shapes...