U.S. Basic Materials Stock News

Ford Motor (NYSE:F) has launched a major new recall campaign in 2026, contributing to a total of 34 recalls that affect nearly 10 million vehicles. Geely is acquiring part of Ford's Valencia plant, with plans that could see both Geely and Ford vehicles produced at the Spanish facility. Ford is pushing ahead with its Universal Electric Vehicle platform from its Long Beach skunkworks, targeting mass market EVs and an affordable electric pickup. For investors watching NYSE:F, these...

In the first quarter of 2026, Energy Recovery, Inc. reported sales of US$9.71 million, a wider net loss of US$12.25 million, a US$1.66 million goodwill impairment, and announced upcoming CEO retirement alongside the resignation of its CFO. The company also withdrew its 2026 financial guidance amid Middle East uncertainty, even as new product launches and desalination demand supported revenue growth. Next, we’ll examine how the withdrawal of 2026 guidance reshapes Energy Recovery’s investment...

Terreno Realty Corporation reported past first-quarter 2026 results with revenue of US$124.44 million and net income of US$69.43 million, alongside a regular quarterly dividend of US$0.52 per share. Beyond higher earnings per share, the quarter highlighted portfolio reshaping through industrial property acquisitions and sales plus an active development pipeline supported by fresh financing. Next, we’ll examine how this earnings strength and ongoing development pipeline shape Terreno Realty’s...

KLA Corporation recently completed a ten-for-one forward stock split, increased its quarterly dividend by 21%, and finished a multi-year buyback program that retired 19.30 million shares, or 13.73% of its share count, at a total cost of about US$9.69 billion. These capital return moves, paired with revenue of US$3.42 billion and net income of US$1.20 billion in the latest quarter, highlight management’s confidence in the company’s cash-generation capacity amid AI-driven semiconductor...

Duolingo (DUOL) just posted first quarter 2026 results that topped expectations on revenue, bookings, and profitability, but the stock swung sharply as investors focused on softer bookings guidance and margin pressure. See our latest analysis for Duolingo. At a share price of $113.61, Duolingo has a 1 day share price return of 8.18% and a 30 day share price return of 17.99%. Its year to date share price return of 35.62% and 1 year total shareholder return of 77.44% indicate that momentum has...

Simpson Manufacturing Co., Inc. recently reported first-quarter 2026 results showing higher sales of US$587.96 million and net income of US$88.22 million compared with a year earlier, alongside increased earnings per share. Shortly after, the company’s board also declared a regular quarterly dividend of US$0.30 per share, underlining ongoing cash returns to shareholders while buybacks retired 269,064 shares for US$50 million in the first quarter. With Simpson Manufacturing’s stronger...

Wondering if Compass Minerals International at US$28.24 is genuinely good value or just riding a trend? This article breaks down what the current price could mean for you. The stock has returned 5.7% over the last 7 days, 23.1% over the last 30 days, 42.2% year to date and 57.2% over the last year. The 3 year and 5 year returns sit at 10.9% and 56.2% declines respectively. Recent coverage has focused on Compass Minerals International's position within the broader materials sector and how...

Realty Income (O) opened 2026 with Q1 revenue of US$1.5 billion and basic EPS of US$0.33, compared with trailing 12 month revenue of US$5.9 billion and basic EPS of US$1.22, giving investors a clear snapshot of its recent scale. Over recent quarters the company has reported revenue rising from US$1.3 billion in Q4 2024 to US$1.5 billion in Q1 2026, while quarterly basic EPS has ranged between roughly US$0.22 and US$0.35, providing the backdrop for today’s trailing net profit margin of 18.9%...

In early May 2026, Sezzle Inc. reported first-quarter revenue of US$135.54 million and net income of US$51.30 million, with both basic and diluted EPS from continuing operations increasing year on year, and raised its 2026 total revenue growth guidance to 30%–35%. Sezzle also announced a new partnership in which Pagaya Technologies embeds its AI underwriting platform into Sezzle’s checkout experience, aiming to improve approval rates and support longer-term installment loans while Sezzle...

Recent price performance and business snapshot Without a single clear news catalyst, V.F (VFC) has still seen its stock move, with a 1 day return of about 1.8%, a small gain over the past week, and mixed performance over the month and past 3 months. For context, the company is valued at about US$7.6b and reported approximately US$9.6b in revenue with net income of about US$224m, supported by its Outdoor, Active, and Work segments across the Americas, Europe, and Asia Pacific. See our latest...

AI data center focus reshapes the story for Credo Technology Group Holding (CRDO) Recent news around Credo Technology Group Holding (CRDO) centers on its Cardinal 1.6T optical DSP launch, expanded protocol IP, the DustPhotonics acquisition, and patent dispute resolutions. Together, these developments are drawing fresh investor attention to its AI data center role. See our latest analysis for Credo Technology Group Holding. The share price has moved sharply in recent months, with a 76.32% 1...

In the first quarter of 2026, Host Hotels & Resorts reported revenue of US$1.65 billion and net income of US$494 million, with basic and diluted earnings per share from continuing operations of US$0.72, all higher than the same period a year earlier. The company paired this earnings strength with higher full‑year RevPAR guidance, new quarterly and special dividends, and continued share repurchases, indicating management’s confidence in its capital allocation plans. We’ll now examine how the...

In late April 2026, Phathom Pharmaceuticals reported that its first-quarter net loss narrowed to US$30.37 million from US$94.32 million a year earlier, while maintaining full-year 2026 net revenue guidance of US$320 million to US$345 million and expecting operating profitability, excluding stock-based compensation, to begin in the third quarter of 2026. The company also disclosed a change in how it classifies certain third-party costs starting January 1, 2026, which could make future margins...

In the first quarter of 2026, Teladoc Health reported sales of US$613.85 million versus US$629.37 million a year earlier, with net loss narrowing to US$63.84 million and loss per share improving to US$0.36 from US$0.53. Alongside this, the company issued cautious 2026 revenue guidance and highlighted ongoing pressure in its BetterHelp mental health unit despite some progress in Integrated Care and cost efficiencies. We’ll now examine how Teladoc’s wider-than-expected adjusted loss and...

Backblaze, Inc. recently reported first-quarter 2026 results, with sales rising to US$38.67 million and its net loss narrowing to US$6.15 million, while also issuing revenue guidance of US$39.8 million to US$40.2 million for the second quarter. The company also raised its full-year 2026 revenue outlook to a range of US$161.5 million to US$163.5 million, signaling growing confidence in its business trajectory. Next, we'll examine how Backblaze's improved quarterly loss and higher full-year...

ANI Pharmaceuticals (ANIP) FY 2025 earnings snapshot ANI Pharmaceuticals (ANIP) just wrapped up FY 2025 with Q4 revenue of US$247.1 million and basic EPS of US$1.23, capping a year in which trailing twelve month revenue reached US$883.4 million and basic EPS came in at US$3.50. Over recent quarters, revenue has moved from US$190.6 million in Q4 2024 to US$247.1 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$0.55 to a profit of US$1.23, pointing to a very different...

If you are wondering whether Doximity's current share price reflects its underlying value, this article walks through what the numbers are actually saying about the stock. Doximity recently closed at US$26.03, with the stock showing a 6.5% return over the last 7 days and 15.7% over the last 30 days, while the year to date return stands at a 39.9% decline and the 1 year return at a 56.1% decline. These price moves sit against a backdrop of ongoing interest in digital tools for healthcare...

Agnico Eagle Mines (NYSE:AEM) has launched a new share repurchase program of up to $2b. The normal course issuer bid allows buybacks of up to 5% of shares outstanding through May 2027. The program follows record Q1 net income and strong operating performance, after Board and regulatory approvals. The new $2b buyback comes as Agnico Eagle Mines trades around $187.77 a share, after a 10.4% decline over the past month but a 65.5% gain over the past year. Over the past 3 years the stock has...

Royal Caribbean Cruises Ltd. recently reported first-quarter 2026 results showing revenue of US$4,452 million and net income of US$941 million, alongside a quarterly dividend of US$1.50 per share payable on July 2, 2026. The combination of higher earnings, strong operating metrics such as a 109% load factor, and a 50% dividend increase suggests management is emphasizing both growth investment and direct cash returns to shareholders. Now we’ll examine how the strong earnings momentum and...

PepsiCo (PEP) just delivered stronger than expected quarterly results, with revenue and food volume growth in EMEA and Latin America helping offset slower North American trends, while also announcing a 4% dividend increase that has caught investors’ attention. See our latest analysis for PepsiCo. At a share price of $156.29, PepsiCo has a 1 year total shareholder return of 23.68% and a 5 year total shareholder return of 24.70%. However, the 3 year total shareholder return of an 11.47% decline...

Dynatrace (NYSE:DT) has been named a Leader and Outperformer in the 2026 GigaOm Radar for Kubernetes Observability. The recognition highlights Dynatrace's AI-driven, full-stack Kubernetes observability and automated operations at enterprise scale. This third party assessment differentiates Dynatrace in a crowded observability and monitoring market focused on cloud native workloads. Dynatrace focuses on software intelligence for modern, cloud based applications, with observability that spans...

In the first quarter of 2026, Madrigal Pharmaceuticals reported a net loss of US$94.39 million as Rezdiffra generated US$311.3 million in revenue and the company broadened its MASH pipeline, including licensing Arrowhead’s clinical-stage siRNA asset ARO‑PNPLA3. By pairing blockbuster-level Rezdiffra sales with an expanded portfolio of genetic and metabolic MASH candidates, Madrigal is shifting from a single‑drug story toward a broader, combination-focused franchise in liver disease. We’ll...

LegalZoom.com (LZ) is in focus after overhauling its AI powered Virtual Mail service for business customers, while also reporting first quarter results and lifting full year 2026 revenue guidance. See our latest analysis for LegalZoom.com. The stock’s recent news has arrived against a weak backdrop, with a 90 day share price return of 24.6% decline and a 1 year total shareholder return of 32.25% decline, suggesting momentum has been fading despite the updated guidance and AI powered Virtual...

Apple has reportedly secured over 50% of TSMC’s initial 2nm chip production capacity, limiting early access for other customers such as NasdaqGS:QCOM. Qualcomm is expanding further into AI and data center chips, including a US$2.3b data center acquisition and a plan to ship custom data center chips to a major hyperscaler in 2026. The company has also formed AI focused partnerships, including work with OpenAI, as it looks beyond smartphones toward data center, edge AI and automotive...