U.S. Basic Materials Stock News

NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific Polaris Deal Shifts Focus Toward AI Data Center Growth

Core Scientific (NasdaqGS:CORZ) has agreed to acquire Polaris DS LLC as part of a plan to expand its Muskogee, Oklahoma data center campus. The Muskogee project is aimed at adding power capacity focused on high-density colocation and AI oriented workloads. This move reflects a greater focus on AI and high-performance computing infrastructure alongside Core Scientific's existing Bitcoin mining operations. Core Scientific, trading at $24.63, has delivered a 25.9% return over the past week and...
NasdaqGM:AUPH
NasdaqGM:AUPHBiotechs

Aurinia Pharmaceuticals (AUPH) Is Up 6.3% After Stronger Q1 LUPKYNIS-Driven Profitability Has The Bull Case Changed?

Aurinia Pharmaceuticals Inc. has reported its first-quarter 2026 results, with revenue rising to US$77.71 million and net income to US$34.36 million, lifting diluted earnings per share from continuing operations to US$0.25 compared with US$0.16 a year earlier. The quarter underscored the growing commercial role of LUPKYNIS in lupus nephritis, as higher sales and improved gross margins helped Aurinia deliver stronger profitability while reaffirming its 2026 revenue guidance. Next, we’ll...
NYSE:MDT
NYSE:MDTMedical Equipment

Is Medtronic (MDT) Starting To Look Attractive After Recent Share Price Weakness

Considering whether Medtronic stock is starting to look like value, or if the recent share price still leaves limited upside for new buyers. Medtronic closed at US$77.60, with recent total returns showing a 2.2% loss over 7 days, a 10.1% loss over 30 days, and a 19.2% loss year to date, adding to a 3.7% loss over 1 year, 4.3% loss over 3 years, and 26.6% loss over 5 years. Recent coverage has continued to focus on Medtronic as a major global medical technology company, highlighting how it is...
NasdaqCM:PHOE
NasdaqCM:PHOEConstruction

Assessing Phoenix Asia Holdings (NasdaqCM:PHOE) Valuation After Sharp Short Term Share Price Swings

Phoenix Asia Holdings (PHOE) has drawn fresh attention after recent trading, with the stock last closing at $28.60. Investors are weighing its substructure construction focus in Hong Kong against recent short term share price moves. See our latest analysis for Phoenix Asia Holdings. The recent 1 day share price return of 39.14% decline contrasts sharply with the 7 day share price return of 83.92% and the year to date share price return of 76.11%. The 1 year total shareholder return is very...
NYSE:GS
NYSE:GSCapital Markets

A Look At Goldman Sachs Group’s Valuation After A Strong Year Of Share Price Gains

How Goldman Sachs Group (GS) Is Positioned After Recent Performance Goldman Sachs Group (GS) has drawn fresh attention after recent share price gains, with the stock up 2.0% over the past day, 3.5% over the past week and 8.2% over the past month. That move comes alongside a 5.3% total return over the past 3 months and 73.4% over the past year, putting the current share price at $937.35 and raising questions about how the company’s fundamentals line up with recent returns. See our latest...
NasdaqGM:FMBH
NasdaqGM:FMBHBanks

What First Mid Bancshares (FMBH)'s Q1 Earnings, Dividend and CEO Transition Mean For Shareholders

First Mid Bancshares recently reported first-quarter 2026 results showing higher net interest income of US$70.79 million and net income of US$26.33 million compared with a year earlier, while also announcing ongoing leadership succession, a regular US$0.25 dividend, and completion of a modest share repurchase program. An interesting angle for investors is that incoming CEO Matthew K. Smith, a long-time finance leader and former CFO, will combine board, risk committee, and executive...
NasdaqCM:SLNO
NasdaqCM:SLNOBiotechs

Is It Time To Reassess Soleno Therapeutics (SLNO) After A 10x Three Year Surge?

Investors may be wondering if Soleno Therapeutics at around US$52.94 is priced attractively after its past swings, or if most of the opportunity is already reflected in the stock. The share price shows a mixed picture, with returns of 0.3% over 7 days, 1.3% over 30 days, 12.2% year to date, a 29.1% decline over the last year, and a very large gain over 3 years that is more than 10x. Recent headlines around Soleno Therapeutics have focused on its progress as a clinical stage biopharmaceutical...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Assessing Mattel (MAT) Valuation After A Weak Three Month Stretch For The Stock

Context for Mattel after a weak three month stretch Mattel (MAT) has drawn fresh attention after a weak past 3 months for the stock, with a negative 28.6% total return, in contrast with modest gains over the past month and week. See our latest analysis for Mattel. At a share price of $15.08, Mattel’s short-term momentum has increased with a 1 month share price return of 3.93%, but the 1 year total shareholder return of 13.48% still indicates weaker longer-term performance. If you are...
NYSE:KIM
NYSE:KIMRetail REITs

Kimco Realty (KIM) Valuation Check After Q1 2026 Results Guidance Update And Dividend Confirmation

Kimco Realty (KIM) is back on investors’ radar after Q1 2026 results, a guidance update, and dividend news put a fresh spotlight on the real estate investment trust’s earnings power and income profile. See our latest analysis for Kimco Realty. At a share price of $23.80, Kimco Realty has seen a 5.97% 1 month share price return and 18.64% year to date share price return. Its 1 year total shareholder return of 20.81% and 3 year total shareholder return of 51.72% suggest momentum has been...
NYSE:ES
NYSE:ESElectric Utilities

Is It Time To Reconsider Eversource Energy (ES) After Its Recent 15% One-Year Gain?

Wondering if Eversource Energy at around US$68.52 is offering you fair value today, or if the recent run has already priced in most of the opportunity? The stock is roughly flat over the past week with a 0.3% slip and a 1.3% decline over 30 days, yet it has returned 15.2% over the last year and is up 0.7% year to date. Recent coverage around utilities has kept attention on how regulated players manage costs, investment needs and balance sheet strength. All of these factors feed into how...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

Assessing QCR Holdings (QCRH) Valuation After Recent Share Price Momentum And Digital Transformation Plans

QCR Holdings (QCRH) has drawn fresh attention after a recent share price move, with the stock closing at $91.86. Investors are weighing this level against the company’s fundamentals and recent return profile. See our latest analysis for QCR Holdings. The recent 1 day share price return of 0.45% and 1 month share price return of 4.96% sit alongside a 1 year total shareholder return of 39.84%. This suggests momentum has been generally constructive even with a softer 3 month patch. If you are...
NYSE:BLK
NYSE:BLKCapital Markets

Does BlackRock’s Aladdin Private Credit Upgrade Deepen Its Technology Edge in Private Markets (BLK)?

In April and early May 2026, BlackRock expanded its Aladdin platform by integrating enhanced private credit analytics and data from Preqin, aiming to provide investors with a more unified, transparent view of private credit markets. This move underlines how BlackRock is leaning on its technology stack to deepen its role in private markets, an area many institutional investors increasingly scrutinize for risk and portfolio construction decisions. We’ll now examine how BlackRock’s enhanced...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Silicon Motion Technology (SIMO) Is Up 12.6% After Strong Q1 Results And Higher Q2 Guidance - What's Changed

Silicon Motion Technology Corporation recently reported first-quarter 2026 results, with sales rising to US$342.11 million and net income to US$66.8 million, and issued second-quarter guidance pointing to further revenue growth and operating margins between 19.8% and 21.1%. The company also reaffirmed its annual dividend of US$2.00 per ADS, underlining a continued commitment to shareholder returns alongside expanding demand for its controllers used in AI and enterprise storage...
NYSE:NABL
NYSE:NABLSoftware

Assessing N-able (NABL) Valuation After Narrower Q1 2026 Net Loss Draws Fresh Investor Attention

Q1 earnings highlight a narrower loss N-able (NABL) reported first quarter 2026 earnings with a net loss of US$615,000, compared with a net loss of US$7.16 million a year earlier, drawing fresh attention to the stock. See our latest analysis for N-able. The earnings update comes after a mixed share price stretch, with a 10.17% 1 month share price return, a 27.26% year to date share price decline, and a 25.63% 1 year total shareholder return loss, suggesting momentum has been weak despite...
NasdaqGS:ACDC
NasdaqGS:ACDCEnergy Services

Why ProFrac Holding (ACDC) Is Down 7.2% After Steeper Q1 Loss and Revenue Drop - And What's Next

ProFrac Holding Corp. has reported its first-quarter 2026 results, with sales of US$449.6 million versus US$600.3 million a year earlier and a net loss of US$83.5 million compared with US$17.5 million previously. The sharp year-over-year widening of ProFrac’s net loss, despite still sizable quarterly revenue, raises fresh questions about cost structure and profitability trajectory. We’ll now examine how ProFrac’s weaker first-quarter revenue and larger net loss may influence its previously...
NYSE:OGS
NYSE:OGSGas Utilities

Is It Too Late To Consider ONE Gas (OGS) After Its Recent Share Price Run?

Wondering if ONE Gas at around US$86 is offering good value or if the easy gains are already behind it? This breakdown will help you frame the stock through several valuation lenses. The stock is up 11.1% year to date and 9.3% over the last year, despite 7 day and 30 day returns of 1.8% and 2.9% declines. Recent coverage has focused on ONE Gas within the Gas Utilities sector. It has drawn attention to how investors are weighing regulated utility stability against changing expectations for...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Ouster (OUST) Q1 Loss Resurfacing After Q4 Profit Tests Bullish Profitability Narrative

Ouster (OUST) opened 2026 with Q1 revenue of US$48.6 million and a basic EPS loss of US$0.28, alongside a net loss of US$17.5 million. On a trailing 12 month basis, revenue sits at US$185.3 million and basic EPS is a loss of US$0.95 against a net loss of US$55.8 million. Over the past reported quarters, revenue has moved from US$30.1 million in Q4 2024 to US$32.6 million in Q1 2025 and then to US$48.6 million in Q1 2026, with quarterly EPS losses ranging between US$0.48 and US$0.28 across...
NasdaqGS:LINC
NasdaqGS:LINCConsumer Services

Does Lincoln Educational Services (LINC) Reaffirmed 2030 Targets Reveal Durable Confidence in Its Growth Story?

Lincoln Educational Services recently reported that its CEO and CFO attended investor conferences to discuss business momentum and long-term growth plans, highlighting a 19.5% increase in Q1 2026 student starts and reaffirming 2030 revenue and EBITDA targets. An interesting angle is how this combination of higher student demand and reiterated long-term financial goals underscores management’s confidence in the company’s ability to expand its vocational education footprint. We’ll now explore...
NYSE:SEI
NYSE:SEIEnergy Services

Is It Too Late To Look At Solaris Energy Infrastructure (SEI) After Its 260% One-Year Surge?

If you are wondering whether Solaris Energy Infrastructure is priced fairly after its run, this article focuses on what the current valuation might be telling you about the stock. The share price last closed at US$77.45, with returns of 8.8% over 7 days, 40.4% over 30 days, 54.1% year to date and 259.8% over 1 year, as well as a very large 3 year gain and more than 7x over 5 years. These moves have drawn attention to Solaris Energy Infrastructure, and recent coverage has focused on how the...
NYSE:INGM
NYSE:INGMElectronic

Ingram Micro Balances Share Sale With Buyback And Cybersecurity Expansion

Ingram Micro Holding (NYSE:INGM) is seeing a substantial secondary offering by its principal shareholder, an affiliate of Platinum Equity, shifting a meaningful block of ownership. The company has authorized a $30 million share repurchase from the underwriters in connection with this offering, signaling active capital management around the transaction. Separately, Ingram Micro has been selected as a global distribution partner for Huntress, a cybersecurity platform, expanding its reach in...
NYSE:CBT
NYSE:CBTChemicals

Is It Time To Reassess Cabot (CBT) After Its Recent Share Price Strength?

If you are wondering whether Cabot is trading at an attractive price today, or if the recent enthusiasm already reflects its value, this breakdown will help you put the current share price in context. Cabot's stock recently closed at US$82.41, with returns of 8.8% over the past week, 10.8% over the past month, 22.9% year to date and 15.7% over the past year, which can influence how you think about upside and risk. Recent coverage around Cabot has focused on giving investors evergreen context...