U.S. Industrials Stock News

Array Digital Infrastructure (AD) has quietly turned in a mixed stretch for shareholders, with the stock gaining about 14% over the past month but still down roughly 20% year to date. See our latest analysis for Array Digital Infrastructure. That recent 13.7% 1 month share price return looks more like a relief rally than a full trend reversal, given the share price is still down about 20% year to date while the 3 year total shareholder return remains very strong. If Array’s move has you...

Earlier this week, Ivanhoe Electric announced that its subsidiary Mesa Cobre Holding Corporation closed a US$200,000,000 senior secured multi-draw bridge facility to support the Santa Cruz Copper Project in Arizona and bolster liquidity ahead of construction planned for 2026. The financing, which complements an existing US$825,000,000 U.S. Export-Import Bank letter of interest, marks tangible progress toward completing full project funding by mid-2026. We’ll now examine how this new bridge...

If you are wondering whether Meta Platforms is still worth buying after its huge run, or if you would just be paying up for yesterday's growth story, this breakdown is designed to give you a clear, valuation first answer. After a 458.4% gain over the last 3 years and a 144.6% rise over 5 years, the stock has cooled a little recently, with an 8.7% gain over 30 days, 8.4% year to date and a modest 9.4% move over the last year. Recent price action has been shaped by big strategic moves, from...

If you have ever wondered whether Ollie's Bargain Outlet Holdings is still a bargain at today’s price, you are not alone. This stock divides opinion between value hunters and growth-focused investors. The share price has slipped recently, down around 5.9% over the last week and 10.0% over the past month. Yet it is still up 1.0% year to date and an eye catching 140.2% over three years. Investors have been digesting a steady stream of commentary around the broader discount retail space,...

In December 2025, EQT Corporation filed a shelf registration for an ESOP-related offering of 1,000,000 common shares, valued at about US$55.17 million. This employee-focused stock plan follows a period of strong quarterly results, linking workforce ownership more directly to EQT’s operational and financial performance. We’ll now examine how this ESOP-related equity issuance could influence EQT’s investment narrative built around long-term gas contracts and cash flow. Rare earth metals are...

Formula One Group (FWON.K) has been back in focus after a cluster of upbeat analyst calls, fresh buy ratings, and higher outlooks that lean on growing sponsorship demand and potential Apple interest in F1 media rights. See our latest analysis for Formula One Group. Those bullish calls have helped the stock regain some traction, with the share price at $96.89 and a modest positive year to date share price return. A robust five year total shareholder return of 140.61 percent shows that long...

In December 2025, LKQ Corp said it had begun a formal process to sell its Keystone Automotive specialty parts division for a reported US$500 million to US$1.00 billion, as part of a broader portfolio simplification that also included the earlier US$410 million sale of its Pick Your Part business. The move follows pressure from activist investors, including Ananym Capital Management LP, urging LKQ to shed non-core operations and concentrate resources on its core North American...

MillerKnoll, Inc. has reported past results for the quarter ended November 29, 2025, with quarterly sales of US$955.2 million and net income of US$24.2 million, down from the prior year, while six‑month sales rose to US$1.91 billion and net income to US$44.4 million. The contrast between weaker quarterly profit metrics and improved performance over the six‑month period highlights how timing effects and business mix are influencing MillerKnoll’s earnings profile. We’ll now examine how this...

Adient has completed the acquisition of a 49% equity stake in SCI (Zhangjiakou) Co., Ltd., forming a joint venture focused on developing and manufacturing advanced automotive seating solutions for Chinese OEMs in the rapidly evolving local market. This partnership combines Adient’s global seating technology with SCI’s on-the-ground insights, potentially sharpening the company’s competitive edge and responsiveness to both local and global seating trends in China. Next, we’ll explore how this...

Alexander & Baldwin (ALEX) has quietly delivered a strong run lately, with the stock up roughly 34% over the past month and about 12% in the past 3 months, catching investors attention. See our latest analysis for Alexander & Baldwin. That surge caps an 18.8% year to date share price return and a 22.6% total shareholder return over the past year, suggesting momentum is building as investors reassess Alexander & Baldwin's Hawaii focused REIT story and valuation. If Alexander & Baldwin's recent...

Compañía de Minas BuenaventuraA (NYSE:BVN) has quietly turned into a strong performer, with the stock up about 40% over the past 3 months and more than doubling over the past year. See our latest analysis for Compañía de Minas BuenaventuraA. That surge in the share price, now at $28.11, comes on top of a powerful trend, with a roughly 22% 1 month share price return and a striking 3 year total shareholder return above 280%. This suggests momentum is still building as investors reassess its...

AptarGroup (ATR) just notched an important milestone, as its Bidose nasal spray system is the delivery platform for newly FDA approved CARDAMYST, a PSVT treatment, marking Aptar’s first dual Bidose combination product. See our latest analysis for AptarGroup. The CARDAMYST win lands at a mixed moment for investors, with AptarGroup’s share price at $123.63 after a solid 7 day share price return, but still weaker year to date momentum and a modestly positive 3 year total shareholder return. This...

Earlier in December 2025, nCino, Inc. announced that its Board of Directors had authorized a stock repurchase program of up to US$100 million, to be funded through existing cash, credit capacity and future cash flows. This new buyback comes as Insight Holdings Group fully exited its nCino position and broader technology-sector concerns about AI profitability weighed on investor sentiment. Against this backdrop of a major institutional exit, we’ll explore how nCino’s US$100 million buyback...

Inhibrx Biosciences (INBX) just gave investors a fresh look at its oncology pipeline, highlighting progress in INBRX-106 combo trials with Keytruda and ozekibart studies that could support meaningful FDA conversations in 2026. See our latest analysis for Inhibrx Biosciences. That steady clinical drumbeat has been mirrored in the market, with the share price at $83.09 after a 7.09 percent 1 month share price return and a powerful 444.85 percent year to date share price return, contributing to...

Telephone and Data Systems (TDS) just rewired its main credit agreement, extending the maturity date, stripping out certain SOFR interest add ons, and opening up an extra $300 million of secured and unsecured borrowing capacity. See our latest analysis for Telephone and Data Systems. The refinancing lands at a time when TDS’s share price has quietly rebuilt confidence, with an 11.05% year to date share price return and a striking 308.65% three year total shareholder return. This points to...

Simon Property Group (SPG) just drew fresh attention after Director Randall Lewis bought more shares, extending a steady streak of insider buying. Together with upbeat Taubman integration commentary, this is reshaping how investors are sizing up the REIT. See our latest analysis for Simon Property Group. Against this backdrop, Simon’s share price has quietly trended higher, with a solid year to date share price return and an even stronger multiyear total shareholder return suggesting momentum...

Impinj (PI) just cleared a key hurdle in its third quarter, beating earnings and revenue expectations while rolling out new Gen2X features designed to tackle counterfeiting and messy tag data across large enterprise deployments. See our latest analysis for Impinj. The upbeat quarter appears to be breathing life back into the story, with a 1 month share price return of nearly 15% helping offset a weaker 3 month patch and backing up a 5 year total shareholder return near 291%. This suggests...

NorthWestern Energy Group (NWE) has quietly outpaced many utility peers this year, with the stock up about 31% over the past year and roughly 24% year to date, catching income-focused investors attention. See our latest analysis for NorthWestern Energy Group. The latest leg higher has been driven more by a gradual shift in risk perception than by any single headline. The 90 day share price return of 17.23 percent and the 1 year total shareholder return of 31.10 percent suggest that momentum...

Ligand Pharmaceuticals (LGND) just put numbers around its 2026 outlook, projecting total revenue between $245 million and $285 million, with the bulk expected from royalty streams rather than product or contract sales. See our latest analysis for Ligand Pharmaceuticals. That forward look seems to be resonating with investors, with the share price now at $194.59 and a strong year to date share price return of 79.48 percent alongside a hefty 3 year total shareholder return of 190.30 percent,...

Butterfly Network (BFLY) is back on traders radar after a three way catalyst: a fresh licensing and co development deal with Midjourney, a director share purchase, and the launch of its Compass AI platform. See our latest analysis for Butterfly Network. Those catalysts have arrived against a backdrop of a sharp turnaround in sentiment. Butterfly’s 30 day share price return of 60.9 percent and 90 day gain of 67.7 percent contrast with a still modest 1 year total shareholder return of 1.6...

B. Riley Financial (RILY) just swung from a huge loss to solid profitability in its latest second quarter report, with revenue more than doubling and earnings per share flipping sharply back into positive territory. See our latest analysis for B. Riley Financial. The strong earnings rebound comes after a volatile stretch, with a sharp 1 day share price return of minus 17.5 percent and a 90 day share price return of minus 34.1 percent. The 3 year total shareholder return of minus 84.4 percent...

DiDi Global (OTCPK:DIDI.Y) is back in focus after launching 24/7 fully unmanned robotaxi trials in Guangzhou, raising fresh capital for its self-driving arm, completing a major buyback, and nearing closure on a sizeable U.S. IPO lawsuit settlement. See our latest analysis for DiDi Global. Despite the legal overhang easing and the robotaxi push signalling long term growth ambitions, DiDi Global’s 30 day share price return of 3.18 percent contrasts with a still weak 90 day share price return of...

Recently, BofA Securities highlighted The Cigna Group’s exposure to commercial health insurance and its scaled pharmaceutical platform, while Levi & Korsinsky began investigating potential federal securities law violations following Cigna’s disclosure of a higher Healthcare medical cost ratio that could pressure future profitability. This combination of optimism around pharmacy-driven earnings growth and scrutiny of rising medical costs underscores the tension between Cigna’s long-term...

NCR Voyix recently reported that it has retained its No. 1 global position in POS software installations across retail, reclaimed the top spot in new restaurant deployments, and reinforced its leadership in Grocery+ and convenience sectors. Alongside this industry leadership, the company’s latest quarterly results showed stronger recurring software and services revenue with improved profitability margins, reflecting progress in its platform-led, AI-enabled digital commerce strategy. Now,...