U.S. Basic Materials Stock News

Redwire (RDW) just landed an eight-figure agreement with Germany-based The Exploration Company to supply two docking systems for its Nyx spacecraft, and the stock quickly reacted to the news. See our latest analysis for Redwire. The contract news comes after a volatile stretch for Redwire, with a 1 month share price return of about 51 percent but a year to date share price return still down sharply, while the 3 year total shareholder return above 300 percent shows that long term momentum...

Comfort Systems USA recently announced that Chief Operating Officer Trent T. McKenna will become President and COO in 2026, alongside a planned handover in the General Counsel role as long-serving legal head Laura F. Howell retires and is succeeded by Rachel R. Eslicker. These leadership changes come as Comfort Systems USA prepares to join the S&P 500 index, a move that underscores its growing scale, liquidity and visibility with institutional investors. We’ll now explore how Comfort Systems...

Wondering if Freeport-McMoRan is still a smart way to play copper and gold, or if the recent run means you missed it? You are not alone, and that is exactly what we are going to unpack here. The stock has climbed 3.7% over the last week, 23.3% in the last month, and is now up 29.8% year to date and 111.8% over five years, which indicates the market is steadily repricing its long term prospects. Those moves have come as investors focus on tightening copper supply, rising long term demand from...

Danaher (DHR) has been treading water lately, with the stock roughly flat over the past year even as fundamentals quietly improve. That gap between steady earnings growth and muted price action is what makes the setup interesting. See our latest analysis for Danaher. At around $224.84 per share, Danaher’s 90 day share price return of 18.05 percent stands out against a softer year long total shareholder return of roughly flat. This suggests momentum is starting to rebuild as investors reassess...

Recently, several major research firms including Citigroup, UBS, JP Morgan, BMO and HSBC reiterated or lifted their views on Alcoa, while Zacks raised its earnings consensus and ranking after stronger estimate revisions and relative momentum, reinforcing a shift in sentiment that has already taken place. Alcoa also announced in the past that it will report its fourth-quarter and full-year 2025 results on January 22, 2026, giving investors a near-term catalyst to test whether the improving...

Federal Agricultural Mortgage (AGM) has quietly outperformed many financial peers over the past 3 years, even as the stock has slipped about 8% this year, inviting a closer look at its setup. See our latest analysis for Federal Agricultural Mortgage. At around $177 per share, the recent pullback, including a modest year to date share price decline, sits against a much stronger backdrop: a three year total shareholder return of about 70 percent, suggesting longer term momentum has not fully...

Old National Bank has filed a lawsuit against Bell Bank alleging a coordinated mass resignation of eight senior employees from its Brainerd and Baxter, Minnesota branches, along with the misuse of confidential information and customer relationships that disrupted operations and led to branch closures. The case highlights how competition for experienced bankers and local client relationships can affect Old National’s regional presence, operational continuity, and customer retention in its...

U.S. Bancorp (USB) is back on investors radar as Wall Street leans more optimistic, with several firms reaffirming constructive views ahead of Q4 earnings after the bank delivered an 18% profit jump in Q3. See our latest analysis for U.S. Bancorp. The upbeat Q3 and steady dividend signals seem to be feeding into the tape, with a roughly 13% year to date share price return and an 18% one year total shareholder return suggesting momentum is building rather than fading at the current share price...

Wondering if Catalyst Pharmaceuticals is still a smart buy after its huge multi year run, or if most of the upside is already priced in? This breakdown will help you consider whether the current share price offers real value or is primarily driven by momentum. The stock has continued to grind higher, with gains of 0.5% over the last week, 2.0% over the last month, 10.3% year to date, 11.6% over the past year, and 594.2% over five years. Recent market interest has been shaped by the company...

Recent commentary around Duolingo (DUOL) has focused on its rapid revenue growth, improving user conversion, and steady free cash flow, giving investors fresh reasons to revisit the stock after a choppy year. See our latest analysis for Duolingo. Those fundamentals are starting to show up in the tape, with the latest share price of $185.96 coming after a 7.63% one month share price return but a steep 39.88% three month share price decline, leaving the three year total shareholder return still...

Septerna, Inc. recently announced that CEO and co-founder Jeffrey Finer will present the company’s G protein-coupled receptor drug discovery platform at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco on January 13, 2026, with a live webcast and 30-day archive available to investors. Investor attention has also increased after Raymond James began covering Septerna with a positive view, highlighting growing institutional interest in the company’s clinical-stage...

China’s move to cancel 27 mostly expired lithium mining permits has jolted the market, lifting lithium prices and sending Sigma Lithium (NasdaqCM:SGML) up about 11% as investors reassess future supply and pricing power. See our latest analysis for Sigma Lithium. The latest jump sits on top of a powerful run, with a 90 day share price return of roughly 94% and a 1 year total shareholder return of about 11%. This suggests momentum is rebuilding after a tough few years. If this lithium story has...

In early November 2025, The AES Corporation reported stronger than expected third-quarter results, with solid revenue and earnings growth linked to its expanding renewables portfolio and improved utility margins. AES also reaffirmed its full-year 2025 guidance, underscoring management’s confidence in the company’s earnings trajectory and clean-energy transition roadmap. We’ll now examine how AES’s stronger than expected quarterly earnings and reaffirmed guidance could shape the company’s...

If you are wondering whether Zillow Group at around $68 a share is a hidden opportunity or just another housing hype story, you are not alone. This breakdown is designed to help you decide with confidence. Despite being down 6.1% over the last week, 2.9% over the past month, and 3.0% year to date, the stock is still up 111.6% over three years. That makes its recent 7.9% one year pullback and 52.8% five year slide especially interesting for value focused investors. Recent moves in the share...

If you are wondering whether Phillips 66 is still good value after its strong run, or if most of the upside is already priced in, this article will walk through what the numbers are really saying about the stock. Despite gaining 128.0% over the past 5 years and 21.2% over the last year, the share price has cooled recently. It is up 12.7% year to date but has pulled back 8.9% over the past week and 3.6% over the last month. Recent headlines have focused on strategy, capital returns, and the...

PNC Financial Services Group (PNC) has been quietly grinding higher, and with the stock up about 12 % over the past month, investors are starting to revisit what they are actually paying for. See our latest analysis for PNC Financial Services Group. The recent move has simply nudged the share price closer to its 1-year highs, with a roughly 12 % 1 month share price return sitting on top of a healthy multi year total shareholder return. This suggests momentum is quietly building as investors...

AT&T (T) has been grinding through a tricky stretch lately, with the stock slipping over the past month even as its longer term returns remain positive. That disconnect is exactly what value focused investors watch. See our latest analysis for AT&T. After rallying earlier in the year, AT&T's recent 30 day share price return of negative 6.9 percent and 90 day share price return of negative 16.5 percent suggest momentum is cooling, even as its five year total shareholder return above 50 percent...

On December 15, 2025, Lumentum Holdings appointed onsemi CFO Thad Trent to its board and audit committee, adding deep semiconductor finance experience to its governance. This appointment comes as Lumentum leans further into AI- and cloud-related photonics, where disciplined capital allocation and cost control are increasingly critical. We’ll now explore how bringing on Thad Trent could shape Lumentum’s AI-focused investment narrative and its risk-reward profile for investors. Find companies...

Eos Energy Enterprises (EOSE) has been back in the spotlight after JPMorgan kicked off coverage, just as the company locked in over $1 billion in financing and ramped its zinc based battery manufacturing plans. See our latest analysis for Eos Energy Enterprises. Those headlines appear to be feeding into a volatile but improving trend, with the latest share price at $13.07, a 1 day share price return of 6.2% and a year to date share price return of 136.4%. The 1 year total shareholder return...

Earlier this month, Jones Lang LaSalle released its Global Real Estate Outlook, indicating that after a difficult year, it now expects a more supportive 2026 backdrop driven by positive economic growth, moderating inflation, easing trade tensions, and lower interest rates alongside active debt markets. The firm also highlighted that the AI infrastructure build-out is set to keep fueling demand for data centers and stronger leasing across multiple property types, potentially reshaping how...

In recent days, analysts including BTIG have reiterated positive views on monday.com’s expanding AI-driven work management and CRM platform, underpinned by strong annual recurring revenue growth and high gross margins. An interesting angle is how monday.com’s elite software-like gross margin profile and solid free cash flow give it more room to invest aggressively in AI and ecosystem expansion than many peers. Now we’ll explore how this renewed analyst optimism around monday.com’s...

In recent weeks, Firefly Aerospace has faced multiple securities class action lawsuits alleging misleading statements about demand, growth prospects, and the operational readiness of its Alpha rocket and Spacecraft Solutions programs, while also closing a US$223.00 million shelf registration for more than 11.11 million common shares. At the same time, Firefly has attracted fresh attention through the appointment of veteran Boeing operations leader Ramon Sanchez as Chief Operating Officer and...

If you are wondering whether Powell Industries is still a smart buy after its massive run or if most of the easy gains are already behind it, this article will help you size up the stock from a valuation perspective. After an extraordinary multiyear climb of about 860.5% over three years and 1108.8% over five years, the stock is still up 45.5% year to date and 36.1% over the past year, even though it has dipped about 1.2% in the last week while gaining 18.0% over the past month. Recent moves...

Recent high winds across Pennsylvania caused widespread storm-related damage and power outages for tens of thousands of PPL customers, with crews working to restore service and rebuild key transmission lines to improve reliability. At the same time, PPL’s request for a US$356.00 million annual base-rate increase to fund grid resilience upgrades has drawn strong public and political pushback, highlighting tension between reliability investment needs and customer affordability concerns. We’ll...