U.S. Basic Materials Stock News

Morgan Stanley analyst Carlos De Alba recently downgraded Southern Copper to a Sell rating, while broader analyst opinions now sit at a Moderate Sell consensus accompanied by increasingly negative corporate insider sentiment over the past quarter. The combination of a bearish stance from a major Wall Street firm and rising insider share sales raises fresh questions about how confident key stakeholders are in Southern Copper’s current outlook. We’ll now examine how Morgan Stanley’s downgrade,...

If you are wondering whether RenaissanceRe Holdings still looks attractive after its strong run, or if the easy gains are already behind it, this breakdown will help you assess whether the current price makes long term sense. The stock has quietly ground higher, up around 0.9% over the last week, 4.9% over the past month, 10.5% year to date, and 10.9% over the last year. Longer term holders have seen gains of 50.2% over 3 years and 77.3% over 5 years. Recent headlines have focused on the...

Recently, Craig-Hallum initiated coverage on Jumia Technologies with a Buy rating, joining other bullish analysts such as RBC Capital and Benchmark in expressing confidence in the company’s African digital commerce and payments ecosystem. This cluster of positive analyst views highlights growing institutional interest in Jumia’s integrated marketplace, logistics network, and JumiaPay platform across multiple African markets. Next, we’ll explore how this wave of supportive analyst coverage...

Lamar Advertising recently declared a regular quarterly cash dividend of US$1.55 per share and a special cash dividend of US$0.25 per share, both payable on December 31, 2025 to holders of its Class A and Class B common stock as of December 22, 2025. The company also announced that Ross Reilly, a key driver of more than US$1.50 billions in out-of-home acquisitions and its programmatic push, will become President of the Outdoor Division on January 1, 2026, underscoring an emphasis on...

Revvity (RVTY) just pulled back the curtain on its upcoming Signals Xynthetica Models as a Service platform, weaving AI driven molecular and materials design directly into the existing Revvity Signals ecosystem. See our latest analysis for Revvity. Despite the excitement around Signals Xynthetica, Revvity’s recent trading tells a more cautious story, with a 30 day share price return of 4.35 percent and a 1 year total shareholder return of negative 14.24 percent, suggesting long term momentum...

In recent weeks, Credo Technology Group Holding reported upbeat second-quarter results and strong third-quarter sales guidance, while a high-profile market commentator publicly praised the company as a leading growth story in AI connectivity. This combination of solid financial performance, expanding AI-focused product positioning, and influential media endorsement has reinforced perceptions of Credo’s potential in high-speed data infrastructure. Next, we’ll examine how this upbeat...

Booz Allen Hamilton Holding disclosed that Executive Vice President and Chief Financial Officer Matthew A. Calderone informed the company on December 11, 2025, of his decision to resign effective February 1, 2026, with Chief Operating Officer Kristine Martin Anderson set to assume his CFO responsibilities on an interim basis. Calderone’s move to become CFO of S&P Global’s planned Mobility spin-off highlights how his long tenure at Booz Allen has shaped his profile in large-scale financial...

Market context and recent performance Ameriprise Financial (AMP) has been quietly grinding higher, with the stock up roughly 8% over the past month even as its year to date return remains slightly negative. That mix of near term strength and longer term underperformance is where the opportunity gets interesting for patient investors. See our latest analysis for Ameriprise Financial. That recent 1 month share price momentum sits against a tougher backdrop, with the year to date share price...

EMCOR Group (EME) just gave income focused investors something to pay attention to by lifting its regular quarterly dividend by 60% and adding another $500 million to its share repurchase program. See our latest analysis for EMCOR Group. Those capital returns land after a volatile stretch where the share price sold off hard on a Q3 miss but has since steadied around $612.86, leaving a strong year to date share price return and powerful multi year total shareholder returns. This suggests the...

Wondering if Kohl's is still a bargain after its recent run up, or if the easy money has already been made? This breakdown will help you decide whether the current price really reflects the underlying business. Despite a bumpy week with the share price down 2.6%, Kohl's is still up 47.1% over the last month and an impressive 61.6% year to date. This has quickly changed how the market views its risk and reward profile. That sharp move has coincided with a pickup in optimism around brick and...

If you are wondering whether Stryker at around $353 a share is attractively valued or whether the market has already priced in its strengths, you are in the right place to unpack what the current valuation really implies. The stock is roughly flat in the short term, down 0.3% over the last week and 3.1% over the last month. However, it still reflects solid longer term gains of 49.8% over 3 years and 56.9% over 5 years. Recent headlines have focused on Stryker expanding its medical technology...

We wouldn't blame Energy Services of America Corporation ( NASDAQ:ESOA ) shareholders if they were a little worried...

If you are wondering whether CubeSmart is quietly turning into a value opportunity while the market looks the other way, this breakdown will help you consider whether the current price really makes sense. The stock has drifted lower this year, with the share price at $35.95, down 13.6% year to date and 11.4% over the last 12 months, although it remains up 31.5% over five years. Recently, investors have been weighing the outlook for storage demand and interest rates, which has kept sentiment...

Hilton Worldwide Holdings (HLT) just hit a fresh 52 week high after announcing new Canopy by Hilton openings in Türkiye and issuing $1 billion in senior notes to streamline its balance sheet. See our latest analysis for Hilton Worldwide Holdings. That mix of fresh Canopy openings and balance sheet cleanup comes on top of a strong run, with the share price up around the mid-teens over the past year and multi year total shareholder returns firmly signaling building momentum rather than a late...

Norwegian Cruise Line Holdings (NCLH) has been quietly drifting higher, with the stock up roughly 22% over the past month, even as its past 3 months performance remains in the red. See our latest analysis for Norwegian Cruise Line Holdings. Zooming out, that 1 month share price return of about 22% is a sharp bounce against a weaker year to date share price return and a negative 1 year total shareholder return. Together these suggest momentum is rebuilding as investors reprice cruising demand...

Wondering if Modine Manufacturing is still a smart buy after its huge run up, or if the easy money has already been made? You are not alone. This article will unpack whether the current price still stacks up against the fundamentals. The stock has cooled off recently, slipping about 4.3% over the last week and 5.4% over the past month. It is still up 15.3% year to date and 581.9% over three years and 1000.4% over five years. Those kinds of multi year gains often come after the market wakes...

Applied Industrial Technologies (AIT) just doubled down on its growth strategy by closing acquisitions of IRIS Factory Automation and Hydradyne, while also rolling out richer shareholder returns through higher dividends and a fresh share repurchase program. See our latest analysis for Applied Industrial Technologies. Those moves are landing against a solid backdrop, with the latest share price of $259.48 sitting on an 8.75 percent year to date share price return and an impressive 5 year total...

Over the past week, Reddit has attracted fresh attention as analysts praised its growing user base, AI-driven advertising tools, and expanding role as a data source for training AI models, while updated inflation data supported sentiment toward fast-growing tech platforms. At the same time, a substantial insider share sale and increasing emphasis on monetizing Reddit’s human-generated data added new angles for investors assessing how the business converts engagement into cash flow. We’ll now...

Circle Internet Group (CRCL) has quietly outperformed over the past month, climbing about 16% even as its past 3 months remain sharply negative. This setup has traders reassessing its long term stablecoin story. See our latest analysis for Circle Internet Group. The recent rebound, including a roughly 16% 30 day share price return after a weak 90 day patch, suggests sentiment toward Circle’s stablecoin strategy is stabilizing even as the year to date share price performance still looks...

Earlier in 2025, the California Public Utilities Commission voted 4–1 to let San Diego Gas & Electric and Southern California Gas, owned by Sempra, keep allowed profit margins around 10% for 2026, despite pressure from consumer advocates for much lower levels. This decision shores up visibility on future returns for Sempra’s California utilities while highlighting ongoing political tension over energy affordability and utility profitability. We’ll now examine how securing roughly 10% allowed...

Sociedad Química y Minera de Chile recently returned to profitability with US$407.8 million in net income for the nine months to September 30, 2025, completed a US$125.7 million acquisition of Sichuan Dixin’s 20,000‑ton lithium hydroxide plant, and agreed a new profit‑sharing joint venture with Codelco over the Salar de Atacama. China’s revocation of multiple lithium mining licenses has tightened supply and pushed local prices higher, which enhances the importance of SQM’s low‑cost global...

In the past week, RingCentral reported quarterly revenue of US$638.7 million, growing 4.9% year on year and meeting analyst expectations, but issued revenue guidance for the next quarter that fell well short of forecasts. While management highlighted solid execution, expanding margins, and strong free cash flow, the weaker forward guidance raised fresh questions about the pace of RingCentral’s growth as AI-related investment and competition intensify. Next, we’ll explore how RingCentral’s...

If you are wondering whether Lam Research is still worth buying after its huge run, you are not alone. This breakdown will help you cut through the noise. The stock has climbed 2.6% over the last week, 10.7% over the past month, and is up an eye catching 127.4% year to date. It has recorded a staggering 131.5% gain over 1 year and 312.4% over 3 years, which hints at strong momentum but also rising expectations. Recently, Lam has stayed in the spotlight as investors double down on chip...

If you are wondering whether EchoStar’s explosive run still has room to continue, or if the market has already priced in the story, you are not alone. This is exactly where a closer look at valuation comes in. After a massive 350.9% year to date gain and 353.7% rise over the last year, the stock has recently cooled off a bit, with a 1.7% pullback over the past week. This could signal either a healthy breather or early profit taking. Recent headlines have focused on EchoStar’s strategic...