U.S. Basic Materials Stock News

In the past week, Credicorp reported quarterly results that surpassed expectations, supported by strong loan growth, stable asset quality, and disciplined cost control across its banking, insurance, and wealth management operations. An interesting angle is Credicorp’s rapid digital ecosystem expansion, which is widening access to underpenetrated segments while reinforcing recurring, fee-based revenue streams amid Peru’s evolving financial system. We’ll now examine how Credicorp’s...

In recent weeks, J.B. Hunt Transport Services has drawn attention as investors reacted to past stronger-than-expected Q3 2025 results and upcoming Q4 earnings, alongside active options trading that highlights growing institutional interest. What stands out is how improving productivity and cost reductions are aligning with generally positive analyst views, even as day-to-day share performance has occasionally lagged sector peers. Next, we’ll examine how this combination of upbeat earnings...

Sally Beauty Holdings recently reported quarterly revenue up 1.3% year on year, beating analyst forecasts on revenue, EBITDA and EPS, while also issuing the largest full-year guidance increase among its peers. The company extended its ongoing share repurchase program to September 30, 2029, signaling management’s confidence in its earnings power and capital allocation priorities. We’ll now explore how this guidance upgrade and earnings beat may influence Sally Beauty’s existing investment...

Amentum Holdings (AMTM) is back on investors’ radar after landing two meaningful U.S. defense wins, including prime-contractor status on DTRA’s 3.5 billion CTRIC IV program and a separate 120 million DISA computing contract. See our latest analysis for Amentum Holdings. Those contract wins appear to be feeding into growing optimism, with the stock now at $29.21 and a strong year to date share price return alongside an even more impressive one year total shareholder return, signaling building...

In recent days, ZoomInfo Technologies has attracted renewed analyst attention as BTIG initiated coverage and KeyBanc issued an upgrade, both emphasizing the company’s AI product cycle, upmarket traction, and a record near–eight-figure annual contract win. This shift in analyst sentiment highlights how ZoomInfo’s AI-led offerings and larger enterprise deals are increasingly central to its go-to-market intelligence positioning. Now we’ll explore how this AI-driven analyst optimism,...

Byline Bancorp (BY) just rolled out a fresh share repurchase program, with board approval to buy back up to 2.25 million shares, roughly 5% of the float, running through the end of 2026. See our latest analysis for Byline Bancorp. The buyback comes after a strong run, with a 14.1% 1 month share price return and a 5 year total shareholder return of 113.1%, suggesting momentum is still quietly building around a $30.51 share price. If this capital return story has your attention, it could be a...

Terreno Realty Corporation recently announced that it has executed a lease for 117,000 square feet in Doral, Florida with an international freight forwarder, alongside early renewals for large industrial spaces in Washington, D.C. and Woodinville, Washington, all commencing between 2025 and 2026. Together, these agreements highlight Terreno Realty’s success in locking in long-term occupancy across key coastal markets with tenants ranging from a federal law enforcement agency to logistics and...

Earlier this month, Insmed announced that its Phase 2b BiRCh trial of brensocatib in chronic rhinosinusitis without nasal polyps failed to meet all primary and secondary efficacy endpoints, prompting an immediate halt to development in this indication despite a clean safety profile. At the same time, Insmed moved to bolster its respiratory and inflammatory pipeline by acquiring INS1148, a Phase 2–ready monoclonal antibody initially aimed at interstitial lung disease and moderate-to-severe...

If you have ever looked at Generac Holdings and wondered whether the current share price really reflects its long term potential, you are not alone. This article is designed to unpack exactly that question. After a choppy run, the stock is down 13.6% over the last week and 11.1% over the past year, but still sits about 50.7% higher than three years ago. This hints at a story that is more complicated than a simple up or down trend. Recently, investors have been weighing Generac's positioning...

Albertsons Companies (ACI) is under fresh scrutiny after the FDA cited the grocer for leaving recalled ByHeart infant formula linked to a botulism outbreak on shelves, raising clear questions about recall controls and compliance. See our latest analysis for Albertsons Companies. The FDA letter lands at a tricky time for Albertsons, with a 1 year to date share price return of negative 11.34 percent and a 1 year total shareholder return of negative 8.03 percent, signaling fading near term...

Wondering if Amdocs is quietly turning into a value opportunity while everyone is chasing the latest hype stock? You are not alone, and this is exactly what we are going to unpack. Despite a choppy year where the share price is down 4.4% year to date and 5.3% over the last 12 months, the stock has started to firm up recently, with a 1.4% gain over the past week and 6.8% over the last month. Much of this price action has been shaped by ongoing contract wins and renewals with major telecom...

If you are wondering whether Coinbase Global at around $245 a share is still a smart way to get exposure to the crypto ecosystem, or if most of the upside is already priced in, this article will walk you through the real valuation story behind the ticker. Despite a rough recent patch, with the stock down 8.4% over the last week, 4.7% over the past month, and 12.1% over the past year, Coinbase is still up an eye-catching 590.7% over three years, which keeps growth-minded investors watching...

Bullish (BLSH) has been climbing recently, with the stock up about 4% on the day and roughly 23% over the past month, even as its year to date performance remains sharply negative. See our latest analysis for Bullish. That recent 1 month share price return of about 23% looks more like a sharp rebound than a steady trend. This is especially true when set against a year to date share price return that is still deeply negative, so momentum is improving but not yet proven. If Bullish has piqued...

Marathon Petroleum (MPC) is back in focus after naming Maria A. Khoury as its next Chief Financial Officer, a leadership move that could subtly reshape how investors think about the stock. See our latest analysis for Marathon Petroleum. The CFO announcement lands after a choppy stretch, with a roughly 14% 1 month share price return decline from about $195 to $168.32, even as the 1 year total shareholder return of 29% and 5 year total shareholder return of 365.55% still point to strong long...

Rosenblatt recently initiated coverage of Taboola.com with a positive rating, highlighting the company’s AI-powered content discovery and native advertising platform that competes with major digital ad players. This endorsement comes soon after Taboola reported quarterly results that surpassed expectations and issued an upbeat outlook, reinforcing interest in its differentiated open-web advertising model. With that as context, we’ll explore how Rosenblatt’s new coverage reinforces Taboola’s...

Applied Materials recently announced that its Board of Directors approved a quarterly cash dividend of US$0.46 per share, payable on March 12, 2026 to shareholders of record on February 19, 2026, alongside record fiscal 2025 results and higher capital spending plans for 2026. At the same time, a wave of positive analyst research highlighting AI-driven semiconductor equipment demand, advanced packaging leadership, and resilient margins has reinforced Applied Materials’ role at the center of...

DRDGOLD (NYSE:DRD) has flagged impending strike action at its ERGO operations from 18 December, as unions push back on wages and profit sharing. This is putting near term output and margins under closer scrutiny. See our latest analysis for DRDGOLD. Even with the strike risk grabbing headlines, DRDGOLD’s strong year to date 246.34% share price return, alongside a 261.47% one year total shareholder return, suggests momentum is still firmly on the upside as investors weigh higher operational...

Vornado Realty Trust (VNO) has quietly slipped over the past week and is down sharply over the past 3 months, prompting investors to recheck whether this office focused REIT still matches their risk appetite. See our latest analysis for Vornado Realty Trust. The recent slide adds to a tougher year, with the latest share price of $33.37 reflecting weaker short term share price returns, while the three year total shareholder return of 66.16% shows the longer term rebound story is still...

If you are wondering whether Charles Schwab is still attractively priced today or if most of the potential upside has already been realized, this breakdown will help clarify what you are really paying for. The stock has been on a solid run, up 2.2% over the last week, 6.7% over the past month, and 33.8% year to date, with a 34.6% gain over the last year and 102.6% over five years, reshaping how the market views its risk and growth profile. Recent headlines have focused on Schwab’s continued...

If you are wondering whether Novo Nordisk is still worth buying after its blockbuster run in recent years, you are not alone. This article will walk through whether the current price really makes sense. Despite long term gains of 47.2% over five years, the stock has pulled back recently, with returns of -4.2% over the last week, -1.9% over the last month, and a much steeper -45.1% year to date. These moves come as investors weigh Novo Nordisk's continued dominance in diabetes and obesity...

L3Harris Technologies (LHX) just landed an up to $843 million Space Development Agency contract to build 18 infrared tracking satellites, along with a fresh upgrade from Morgan Stanley, prompting investors to reassess the stock’s potential. See our latest analysis for L3Harris Technologies. That backdrop helps explain why the share price has climbed strongly this year, with a year to date share price return of 38.62% and a five year total shareholder return of 71.88%, suggesting momentum is...

Wondering if Pitney Bowes is still a bargain after its big run, or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. The stock is now trading around $10.62, up 3.8% over the last week, 12.0% over the past month, and 47.1% year to date, building on 51.3% returns over 1 year and 216.0% over 3 years. Those gains have come as investors have warmed to Pitney Bowes transformation story and shifting mix toward higher margin, tech...

Humana (HUM) just outlined a multi year leadership handoff in its core insurance arm, as long time Insurance Segment President George Renaudin prepares to retire and Amazon veteran Aaron Martin steps in to reshape Medicare Advantage. See our latest analysis for Humana. The leadership shake up lands as Humana’s share price has climbed about 13 percent over the past month to 259.40 dollars, even though its three year total shareholder return remains deeply negative. This suggests investors are...

International General Insurance Holdings (IGIC) is back on investors radar after RBC Capital resumed coverage with a positive view on its long term prospects and disciplined underwriting in a softening insurance market. See our latest analysis for International General Insurance Holdings. The renewed Outperform calls have arrived as IGIC edges higher, with a 7 day share price return of 3.87 percent and a 1 month share price return of 7.31 percent. This suggests momentum is quietly building on...