U.S. Basic Materials Stock News

Opera (NasdaqGS:OPRA) drew fresh attention after reporting higher quarterly and full year profits, issuing revenue guidance for 2026, and unveiling a US$300 million share buyback program authorized by its board. See our latest analysis for Opera. Opera’s recent earnings, 2026 revenue guidance and the US$300 million buyback arrive after a 19.83% 1 month share price return and a 96.02% 3 year total shareholder return. This suggests longer term momentum alongside some shorter term volatility. If...

StubHub Holdings (STUB) has wrapped up FY 2025 with Q4 revenue of US$449.2 million and a basic EPS loss of US$1.56, alongside a full year trailing revenue line of about US$1.7 billion and a trailing twelve month EPS loss of US$6.25. Over recent periods, the company has seen quarterly revenue move between US$397.6 million and US$468.1 million while basic EPS has ranged from a small loss of US$0.12 to a steeper loss of US$4.27. The latest figures keep the focus squarely on how quickly margins...

John Wiley & Sons (WLY) Q3 2026 Earnings Snapshot John Wiley & Sons (WLY) has put up a solid set of Q3 2026 numbers, with revenue of US$410.0 million, basic EPS of US$0.57 and net income of US$29.7 million. Over recent quarters the company has seen revenue move between US$404.6 million and US$442.6 million, while basic EPS has ranged from a loss of US$0.43 in Q3 2025 to US$1.27 in Q4 2025, giving investors a clear view of how earnings power has tracked through the last fiscal year. With...

In early March 2026, Credo Technology Group Holding reported past third-quarter fiscal 2026 results showing revenue of US$407.01 million and net income of US$157.14 million, with strong year-to-date performance and issued guidance pointing to fourth-quarter revenue between US$425.0 million and US$435.0 million and GAAP gross margin between 63.9% and 65.9%. A key development alongside these results was Credo’s collaboration announcement with AMD-exclusive AI cloud provider TensorWave, which...

Omada Health (OMDA) closed FY 2025 with Q4 revenue of US$75.8 million, Basic EPS of US$0.09 and net income of US$5.2 million, giving investors a clean snapshot of how the year wrapped up. The company reported a quarterly revenue increase from US$48.0 million in Q4 2024 to US$75.8 million in Q4 2025, while Basic EPS moved from a loss of US$1.04 per share to a profit of US$0.09. This marks a clear shift in the earnings profile. With trailing twelve month figures still showing losses and margins...

In late February and early March 2026, Keysight Technologies and partners including Qualcomm, Samsung, MediaTek, Ericsson, Northeastern University, SoftBank, and zTouch Networks announced and showcased AI- and ML-driven test, RF digital twin, NTN, and pre‑6G interoperability solutions at Mobile World Congress Barcelona 2026. These collaborations highlight Keysight’s role at the center of AI-native RAN, advanced MIMO, satellite connectivity, and RF digital twin workflows that aim to tighten...

Advanced Drainage Systems (WMS) has drawn attention after recent trading left the shares with a 1 day return of about a 2% decline and a 15% decline over the past week, prompting fresh questions about its valuation. See our latest analysis for Advanced Drainage Systems. That sharp 15% 7 day share price decline, alongside a 9% 30 day and 2% year to date share price pullback to about $146, contrasts with a 28% 1 year total shareholder return. This suggests recent momentum is fading after a...

Applied Digital (NasdaqGS:APLD) has priced a $2.15b senior secured note offering through a subsidiary to fund a 200 megawatt AI data center campus in North Dakota. The company is aligning this build with tenant arrangements that include Oracle, pointing to committed demand for high performance computing capacity. Separately, Babcock & Wilcox secured a $2.4b contract with Base Electron, backed by Applied Digital, to deliver 1.2 gigawatts of new power generation for future AI campuses. These...

Hims & Hers Health (HIMS) is under close watch after the FDA tightened rules on compounded GLP-1 drugs and Novo Nordisk terminated a partnership and filed a patent lawsuit, raising questions about the company’s current model. See our latest analysis for Hims & Hers Health. Those regulatory setbacks and the Novo Nordisk lawsuit have coincided with a sharp pullback, with Hims & Hers Health’s 30 day share price return of 35.49% and year to date share price return of 52.89% both firmly negative,...

CoStar Group's CEO and a company director have recently made large insider share purchases in NasdaqGS:CSGP. The board has authorized a significant share repurchase program alongside a new round of cost reductions. These moves come as an activist investor questions the company’s residential real estate strategy. CoStar Group, trading on NasdaqGS:CSGP at a recent close of $48.38, is in the spotlight as leadership buys more stock while responding to activist pressure. The share price is up...

MKS Instruments recently reported a 10.5% year-over-year revenue increase for Q4 2025, fueled by stronger-than-expected international contributions from China and Singapore, and discussed its outlook at the Morgan Stanley Technology, Media & Telecom Conference on 2 March 2026. At the same time, analysts emphasize that expanding AI and complex semiconductor demand, alongside higher-margin chemistry and services revenue, is lifting earnings and margins even as high leverage and a rich...

If you are looking at Adecoagro and wondering whether the current share price lines up with its underlying worth, you are not alone. The stock last closed at US$10.16, with recent returns of 14.4% over 7 days, 16.6% over 30 days and 30.9% year to date, while the 1 year return sits at a 2.4% decline and the 3 and 5 year returns are 44.9% and 29.6% respectively. These moves come as investors continue to reassess the company within the food, beverage and tobacco space and its position on the...

Ondas (NasdaqCM:ONDS) has committed a $10 million investment and partnership with World View Enterprises to develop layered autonomous defense and multi-domain ISR solutions. The company recently secured a $20 million autonomous border security system contract alongside additional government orders for counter-drone and border protection deployments. Ondas also appointed an experienced global defense advisor to its board, reinforcing its position as a national security contractor. Ondas,...

Why SAIC’s New GAO Contract Matters for Shareholders Science Applications International (SAIC) recently secured a $95 million contract with the U.S. Government Accountability Office to modernize the agency’s Technical Information Services program and broader IT environment. The award underlines SAIC’s role in large scale federal IT work, including infrastructure modernization, digital engineering practices, and support for data driven operations at GAO, which investors often watch as...

Toro (TTC) kicks off FY 2026 with steady Q1 results Toro (TTC) opened fiscal 2026 with Q1 revenue of US$1.0 billion and basic EPS of US$0.69, alongside trailing twelve month revenue of US$4.6 billion and EPS of US$3.36 that frame how the latest quarter fits into the broader run rate. The company reported quarterly revenue of US$995 million and EPS of US$0.52 in Q1 2025, compared with US$1.0 billion and US$0.69 respectively in Q1 2026. Trailing twelve month figures were US$4.6 billion in...

Earlier this week, Roku, Inc. announced that Apple TV is now available as a Premium Subscription within The Roku Channel in the U.S., letting users sign up with their Roku account for US$12.99 per month or US$99 per year, including access to Apple Originals and live sports like Formula 1, MLS, and Friday Night Baseball. This move deepens Roku’s role as an aggregator by adding one of the most content-rich subscription services directly into its existing more than 70-channel premium...

Generac Holdings (NYSE:GNRC) has partnered with EPC Power Corp. to launch integrated energy solutions tailored for AI data center infrastructure. The collaboration combines Generac battery systems with EPC Power controllers and inverters to address power demands and reliability requirements for hyperscale facilities. For investors watching NYSE:GNRC, this move highlights how the company is expanding beyond its core standby generator business into more complex energy systems tied to digital...

Why Northern Trust’s latest client wins are drawing fresh attention Northern Trust (NTRS) has picked up fresh attention after being appointed by Netherlands based CK Capital Partners to provide asset servicing for its CK Capital Value Fund Cooperatief U.A., alongside recent service expansions for institutional clients. See our latest analysis for Northern Trust. Despite a recent 1 month share price decline of 8% and a 1 week slide of 3.1% to US$138.59, Northern Trust’s 1 year total...

Klaviyo, Inc. recently announced that its board approved a share repurchase program of up to US$500 million of Series A common stock, including an imminent US$100 million accelerated buyback, under a plan with no expiration date. Coming alongside strong fourth-quarter performance and momentum in AI-driven customer engagement tools, the buyback underscores management’s conviction in Klaviyo’s long-term positioning and capital deployment approach. Next, we’ll examine how this substantial...

In its recently reported quarter, Atkore generated US$655.5 million in revenue, matching the prior year while surpassing analyst expectations for revenue, earnings per share, and EBITDA, with management citing outperformance across several business segments. An interesting twist for investors is that despite this operational strength and across-the-board earnings beats, the company’s shares fell in the days following the release. We’ll now examine how Atkore’s stronger-than-expected revenue...

In February 2026, Novanta Inc. reported fourth-quarter 2025 sales of US$258.35 million and net income of US$17.47 million, with full-year 2025 sales of US$980.60 million and net income of US$53.83 million, while also issuing 2026 GAAP revenue guidance of US$250–US$255 million for Q1 and US$1.03–US$1.05 billion for the year. The combination of higher sales but lower full-year net income, alongside quantified revenue expectations for 2026, gives investors fresh insight into how Novanta’s...

In recent days, NVIDIA has announced multi‑year agreements to invest US$2.00 billion each in Lumentum and Coherent, securing future access to advanced optical and laser components that are increasingly critical for scaling AI data centers as copper interconnects reach technical limits. By putting US$4.00 billion of its own capital behind key optics suppliers, NVIDIA is effectively locking in a customized, optics‑heavy supply chain that could make its next‑generation AI “factories” harder for...

Newmont (NYSE:NEM) announces a major multi year investment to expand the Cerro Negro Mine in Argentina. The expansion is aimed at extending mine life and increasing future production potential from the site. Recent insider selling activity at Newmont coincides with elevated volatility in gold prices linked to geopolitical tensions. The combination of a long dated capital commitment and market swings draws fresh attention to Newmont’s risk and opportunity profile. Newmont is one of the...

If you are wondering whether JinkoSolar Holding is priced attractively today, this article will walk you through what the current share price might be implying about its underlying value. The stock has been under pressure in the short term, with a 7.7% decline over the last 7 days, a 15.3% decline over the last 30 days and a 16.5% decline year to date. However, the 1 year return sits at 9.5%, while the longer term 3 and 5 year returns show declines of 42.8% and 43.3% respectively. Recent...