U.S. Basic Materials Stock News

Beam Therapeutics (BEAM) just updated investors on new safety and efficacy results from its BEACON Phase 1/2 trial in sickle cell disease, and the stock is reacting to what this means for future commercialization. See our latest analysis for Beam Therapeutics. The latest BEACON update lands after a choppy year, with a 24.74% 1 month share price return but a 1 year total shareholder return of negative 9.79%. This suggests that near term momentum is improving even as longer term holders remain...

Kennedy Wilson (KW) is drawing fresh attention after providing a $306 million senior non recourse construction loan for the Harborside 8 multifamily tower in Jersey City, a sizable bet on high demand rental housing. See our latest analysis for Kennedy-Wilson Holdings. That push into high demand multifamily lending comes as Kennedy-Wilson Holdings’ share price has quietly delivered a 14.27% 90 day share price return, while its 1 year total shareholder return of 3.86% masks a still weak 3 year...

MPLX LP recently expanded its midstream footprint with the acquisition of Northwind Midstream, completed a US$1.00 billion asset sale to Harvest Midstream, and earlier reported Q3 2025 earnings that exceeded analyst expectations. The appointment of Maria A. Khoury to the MPLX GP LLC board, coinciding with her move to Marathon Petroleum as CFO in January 2026, underscores tighter financial alignment between the partnership and its parent at a time of active portfolio reshaping. We’ll now...

In the third quarter, Dallas-based Permian Investment Partners lifted its holding in TIC Solutions, Inc. by nearly 4.9 million shares, making the company about 21.9% of its reportable assets and its largest portfolio position. This sizable institutional commitment highlights confidence in TIC Solutions' recurring, compliance-driven business model and its improved cost synergy targets despite earlier volatility. We'll now examine how Permian's enlarged TIC Solutions stake, signaling...

Avadel Pharmaceuticals (AVDL) has quietly turned into one of those under the radar movers, with the stock nearly doubling this year even after a recent pullback over the past month. See our latest analysis for Avadel Pharmaceuticals. With the share price now at $21.42, Avadel’s roughly 32% 3 month share price return and 107.76% 1 year total shareholder return suggest momentum is still building as investors reassess its growth runway and risk profile. If Avadel’s run has you rethinking your...

If you have been wondering whether Equinix at around $744 a share is a bargain or a value trap, you are not alone. This article is going to walk through what the numbers are really saying. The stock is down about 0.8% over the last week and 2.7% over the last month, adding to a tougher stretch with returns of roughly 21.2% lower year to date and 17.9% lower over the past year, even though it is still up 20.4% over three years and 16.1% over five years. That mixed performance comes as...

Borr Drilling (NYSE:BORR) just made a big move, agreeing to buy five premium jack up rigs from Noble and supporting the deal with fresh equity, new debt, and a push toward dual listing. See our latest analysis for Borr Drilling. The acquisition news lands after a volatile spell, with a 30 day share price return of 23.23 percent and a five year total shareholder return of 121.15 percent. This suggests long term momentum remains broadly constructive despite bumps along the way. If this kind of...

In recent months, multiple law firms have filed securities class action lawsuits against Stride, Inc., alleging inflated enrollment figures using “ghost students,” compliance failures, and suppression of whistleblowers between October 22, 2024 and October 28, 2025. These coordinated legal actions focus sharply on whether Stride’s reported enrollment metrics and operational practices accurately reflected the health and integrity of its underlying business. Next, we’ll examine how these fraud...

Axon Enterprise (AXON) is back in focus after shares climbed about 3% as investors reacted to fresh law enforcement contracts, an expanded AI footprint through the Prepared acquisition, and ongoing strength in its Software and Services business. See our latest analysis for Axon Enterprise. Zooming out, Axon’s latest contracts and AI push arrive after a choppy stretch, with a roughly flat year to date share price return but a powerful three year total shareholder return above 200 percent. This...

Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security on its unified SaaS platform. This combination of deeper AWS integration and AI-focused observability tools highlights how Datadog is positioning itself as core infrastructure for monitoring increasingly complex cloud and AI workloads. Next, we’ll examine how Datadog’s expanded AWS partnership...

Arbor Realty Trust (ABR) is back in the spotlight after a string of analyst downgrades and weaker quarterly numbers pushed the stock lower, prompting investors to reassess both its risk profile and income appeal. See our latest analysis for Arbor Realty Trust. The reaction to those downgrades and weaker numbers has come on top of an already steep slide. A roughly 41 percent year to date share price return and a 33 percent one year total shareholder return are both in negative territory,...

Arqit Quantum (ARQQ) just dropped full year 2025 earnings and a fresh 2026 revenue outlook, giving investors a clearer snapshot of how this quantum cybersecurity story is progressing and what management expects next. See our latest analysis for Arqit Quantum. The earnings release comes after a choppy stretch for the stock, with a 1 day share price return of 6.5 percent, a 90 day share price return of negative 42.7 percent, and a 3 year total shareholder return of negative 77.2 percent,...

In December 2025, Valvoline Inc. highlighted its focus on small tuck-in acquisitions, new store builds, and growth in existing locations while emphasizing a strong balance sheet, and its Great Canadian Oil Change brand was again ranked highest for customer satisfaction in J.D. Power’s 2025 Canada Customer Service Index – Long-Term Study. Alongside this service recognition, generally positive analyst sentiment and Valvoline’s consumer education efforts around winter maintenance underline how...

Earlier this year, Tapestry reported first-quarter fiscal 2026 results showing a 13% year-over-year increase in net sales, with both EPS and adjusted EPS exceeding analyst expectations under its "Amplify" growth strategy. This stronger-than-anticipated performance, combined with continued analyst optimism, has reinforced confidence in Tapestry’s ability to execute its long-term brand and operational plans. We’ll now explore how this earnings beat and improving profitability shape Tapestry’s...

RTX (RTX) just strung together a series of big wins, from multibillion dollar missile deals with Germany and Canada to a $1.6 billion F135 sustainment contract, all taking place against a friendlier U.S. defense spending backdrop. See our latest analysis for RTX. Those wins have helped push RTX toward fresh highs, with the share price now around $178.29 and a powerful year to date share price return of roughly 54% feeding into a five year total shareholder return of about 185%. This points to...

Earlier this year, Cloudflare, Inc. and JD Cloud, an affiliate of JD.com, expanded their five-year partnership to build a global platform that lets developers deploy, manage, and scale AI inference workloads with sharply lower latency between China and overseas markets. This move effectively plugs JD Cloud’s infrastructure into Cloudflare’s worldwide edge network, creating a high-performance AI cloud that could deepen JD.com’s role as a technology and infrastructure provider rather than just...

Short interest in Howmet Aerospace (HWM) has ticked higher, with 10.47 million shares now sold short, or about 3% of the float. This level tops its peer average and may hint at growing skepticism. See our latest analysis for Howmet Aerospace. Even with short interest creeping up, the recent 1 day share price gain of 3.56% sits against a powerful backdrop. A year to date share price return of 78.72% and a five year total shareholder return of 633.05% suggest momentum is still very much on...

Pediatrix Medical Group (MD) has quietly staged a strong comeback, with shares up about 53% over the past year, even after a recent pullback. This has raised fresh questions about how durable this recovery really is. See our latest analysis for Pediatrix Medical Group. At a latest share price of $21.64, Pediatrix has given investors a powerful swing higher, with a 90 day share price return of 33.01% and a 1 year total shareholder return of 53.58%. This suggests momentum is still broadly...

Ionis Pharmaceuticals (IONS) has been quietly grinding higher this year, and the stock’s recent move gives investors a reason to revisit the story, from its expanding RNA pipeline to improving revenue and profit trends. See our latest analysis for Ionis Pharmaceuticals. That steady climb has now put Ionis shares at $77.63, and while the 7 day share price return has cooled, the 90 day share price return of 27.24 percent and powerful year to date share price return of 123.78 percent indicate...

Wondering if Alpha Metallurgical Resources at around $206 a share is still a value play or if the easy money has already been made? You are not alone, and that is exactly what we will dig into. The stock has climbed 11.5% over the last week and 28.8% over the past month, while longer term gains of 38.3% over 3 years and 1654.5% over 5 years make it look like a classic winner that might still have room to run. Recent moves have been driven largely by shifting expectations around met coal...

Jabil (JBL) opened Q1 2026 with revenue of about $8.3 billion and basic EPS of $1.36, alongside net income of $146 million. This provides a clear snapshot of its latest quarter following a year in which trailing twelve month revenue reached roughly $31.1 billion and EPS came in at $6.50. Over recent quarters the company has seen revenue move from $7.0 billion and EPS of $0.89 in Q1 2025 to $8.3 billion and EPS of $1.36 in Q1 2026. At the same time trailing twelve month net income has shifted...

Cisco Systems (CSCO) has quietly kept shareholders happy this year, with the stock up about 30% year to date and roughly 35% over the past year, outpacing many large tech peers. See our latest analysis for Cisco Systems. That move has been underpinned by solid execution, with Cisco leaning into higher margin software and security subscriptions. The latest 90 day share price return of 12.81% shows momentum still building on a strong multi year total shareholder return base. If Cisco’s run has...

Recent performance and context Mueller Water Products (MWA) has been quietly grinding higher this year, and the stock’s recent move reflects investors warming up to steady water infrastructure demand and the company’s improving profitability. See our latest analysis for Mueller Water Products. At around $24.88, Mueller’s modest recent pullback comes after a solid year to date share price return. The standout three year total shareholder return above 140 percent suggests momentum is still...

Chewy, Inc. recently reported its third-quarter 2025 results, with net sales rising to US$3,116.6 million and net income increasing to US$59.2 million, while also narrowing its full-year and confirming fourth-quarter 2025 sales guidance. The company spotlighted the outperformance of its Autoship subscription program and announced the SmartEquine acquisition, expanding into higher-margin premium health and nutraceutical offerings. We’ll now explore how Chewy’s Autoship momentum and...