U.S. Metals and Mining Stock News

NYSE:BMI
NYSE:BMIElectronic

Assessing Badger Meter (BMI) Valuation After Earnings Growth And Cautious Analyst Reactions

Badger Meter (BMI) shares were back in focus after the company reported fourth quarter and full year 2025 earnings, followed by mixed analyst reactions that pointed to caution on near term sales momentum. See our latest analysis for Badger Meter. At a share price of $151.23, Badger Meter has bounced with a 1 day share price return of 3.67% and a 7 day share price return of 3.17%. However, the 30 day and year to date share price returns of 13.39% and 14.26% declines, alongside a 1 year total...
NYSE:GGG
NYSE:GGGMachinery

Graco (GGG) Is Up 6.2% After 2025 Earnings Beat And Cautious 2026 Sales Guidance Has The Bull Case Changed?

In late January 2026, Graco Inc. reported past fourth-quarter 2025 sales of US$593.16 million and net income of US$132.49 million, along with full-year 2025 sales of US$2.24 billion and net income of US$521.84 million, and issued 2026 guidance for low single-digit organic sales growth and mid-single-digit growth including acquisitions. The combination of higher quarterly and annual earnings per share and management’s new 2026 sales outlook gave investors fresh insight into Graco’s operating...
NasdaqGS:MCRI
NasdaqGS:MCRIHospitality

Why Monarch Casino & Resort (MCRI) Is Up 8.0% After Record 2025 Results And Capital Returns

Monarch Casino & Resort recently reported past fourth-quarter and full-year 2025 results, with revenue rising to US$140.00 million for the quarter and US$545.13 million for the year, alongside net income of US$22.94 million and US$101.39 million respectively, and declared a US$0.30 per-share cash dividend payable in March 2026. The company also completed a long-running share repurchase program, buying back 1,847,239 shares in total for US$143.17 million, highlighting a balance of record...
NYSE:CPT
NYSE:CPTResidential REITs

Should Camden’s Sunbelt Shift, Buyback Plan, and Dividend Hike Require Action From Camden Property Trust (CPT) Investors?

In early February 2026, Camden Property Trust reported past fourth-quarter and full-year 2025 results showing higher sales and net income, alongside a US$600 million share repurchase authorization, an impairment charge of US$12,916,000 on land development, and new earnings guidance for 2026. The trust also outlined plans to recycle capital from California asset sales into higher-demand Sunbelt markets, while increasing its first-quarter 2026 dividend to US$1.06 per common share. We will now...
NYSE:ADT
NYSE:ADTConsumer Services

Is ADT’s Wave of S&P Index Additions Altering The Investment Case For ADT (ADT)?

In early February 2026, ADT Inc. was added to multiple S&P indices, including the S&P 600, S&P 1000, and S&P Composite 1500, following its prior presentation at Perform 2026 by VP of Product Engineering Ryan Gow on January 28, 2026. This wave of index inclusions can meaningfully raise ADT’s visibility with institutional investors, as index-tracking funds typically adjust portfolios to reflect new constituents. We’ll explore how ADT’s broadened index inclusion reshapes its investment...
NYSE:OUT
NYSE:OUTSpecialized REITs

A Look At OUTFRONT Media (OUT) Valuation After Expanded Formula E And Major Sports Collaborations

OUTFRONT Media (OUT) is back on investors’ radar after being named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated. See our latest analysis for OUTFRONT Media. The Formula E partnership comes as OUTFRONT Media’s share price sits at $26.89, with a 90-day share price return of 33.32% and a 1-year total shareholder return of 53.01%. This indicates that momentum has been building over both shorter and longer periods. If...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Cimpress (CMPR) Valuation Reassessed After Updated Guidance Earnings And Share Buyback

Updated guidance and earnings put Cimpress under the spotlight Cimpress (CMPR) has moved into focus after updating earnings guidance for fiscal 2026 and 2028, reporting second quarter results, and completing a significant share repurchase tranche that together reshaped how investors view the stock. See our latest analysis for Cimpress. After this guidance update and earnings release, Cimpress shares closed at US$75.64, with a 1 day share price return of 2.80% and a 90 day share price return...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

How Investors May Respond To Himax Technologies (HIMX) OLED Laptop Wins Amid Morgan Stanley Downgrade

In early February 2026, Himax Technologies announced that its HX85200 on-cell OLED touch controller IC was being adopted by multiple leading global IT brands for high-end OLED laptops, with mass production scheduled to begin in the first quarter of 2026. Shortly after, Morgan Stanley lowered its rating on Himax, highlighting demand softness and margin pressure across key end markets even as the company expands into advanced OLED touch and AR applications. Next, we’ll examine how Morgan...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

Does Margin-Focused Q1 Results And Guidance Reshape The Bull Case For Liquidity Services (LQDT)?

Liquidity Services, Inc. reported past first-quarter 2026 results with revenue of US$121.22 million and net income of US$7.49 million, alongside guidance for second-quarter GAAP net income of US$6.5 million to US$9.5 million and GAAP diluted EPS of US$0.20 to US$0.29. Management highlighted broad marketplace expansion, including GovDeals GMV growth and record new agency clients, alongside profitability gains supported by its technology-enabled, multichannel platform. With these earnings and...
NYSE:CNM
NYSE:CNMTrade Distributors

Core & Main (CNM) Is Up 8.1% After EPS Seen Rising Despite Revenue Dip Has The Bull Case Changed?

In recent sessions, Core & Main drew attention as analysts projected higher year-over-year earnings per share for its upcoming report, even while revenue is expected to fall compared with the prior period. An interesting angle for investors is how the company’s multi-year revenue expansion, EPS uplift from share repurchases, and growing free cash flow margin together support a stronger financial profile. Next, we will explore how the combination of anticipated EPS growth and expanding free...
NYSE:FLS
NYSE:FLSMachinery

Assessing Flowserve (FLS) Valuation After Strong Recent Share Price Momentum

Why Flowserve Is On Investors’ Radar Today Flowserve (FLS) has drawn attention after a period of strong recent share performance. The stock has shown gains over the past week, month, and past three months, which may prompt investors to reassess its current valuation. See our latest analysis for Flowserve. At a share price of $85.46, Flowserve has seen a 16.32% 1 month share price return and a 20.79% year to date share price return. Its 1 year total shareholder return of 38.04% suggests...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Is Intapp’s (INTA) Bigger Buyback and New Guidance Reframing Its Capital Markets Ambitions?

In early February 2026, Intapp reported second-quarter 2026 results with revenue of US$140.21 million and a reduced net loss of US$5.93 million, while also issuing new revenue guidance and authorizing a fresh €200 million share repurchase program after completing a prior US$150 million buyback. Together with a new partnership that integrates Decimal Point Analytics’ data capabilities into Intapp’s DealCloud platform, these moves highlight management’s focus on both enhancing its capital...
NasdaqGS:QRVO
NasdaqGS:QRVOSemiconductor

Qorvo (QRVO) Is Up 7.2% After EPS Jumps On Flat Sales And New Revenue Guidance

Qorvo, Inc. recently reported past third-quarter 2025 results showing sales of US$992.96 million and net income of US$164.06 million, alongside much higher earnings per share than a year earlier. For the nine months to December 27, 2025, Qorvo’s profit increased significantly on relatively flat sales, and the company also issued new fourth-quarter 2026 revenue guidance of about US$800 million, plus or minus US$25 million. We’ll now examine how Qorvo’s sharply higher earnings and new revenue...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton (PTON) Is Down 17.3% After Weaker Outlook And CFO Exit Is The Turnaround Intact?

In early February 2026, Peloton Interactive reported that quarterly and six‑month revenues slipped year over year while net losses and basic loss per share narrowed, and the company issued guidance calling for further revenue declines alongside the upcoming departure of Chief Financial Officer Liz Coddington. Despite softer sales and subscription pressures, Peloton highlighted materially improved adjusted EBITDA and reduced net debt, underscoring a push toward a leaner, more financially...
NasdaqGS:AVPT
NasdaqGS:AVPTSoftware

Assessing AvePoint (AVPT) Valuation After New Agentic AI Governance And Expanded Cloud Backup Tools

AvePoint (AVPT) is back on investors’ radar after unveiling new agentic AI governance tools and expanded multi-SaaS, IaaS, and PaaS backup coverage, aimed at tightening data protection as enterprises scale AI projects. See our latest analysis for AvePoint. The new agentic AI governance launch lands after a year where AvePoint’s share price return is down 20.05% year to date and 22.39% over 30 days, while its three year total shareholder return of 117.04% signals longer term momentum that...
NYSE:CWAN
NYSE:CWANSoftware

A Look At Clearwater Analytics (CWAN) Valuation After TreasurySpring Cash Management Integration

Clearwater Analytics Holdings (CWAN) is back in focus after announcing an integration with TreasurySpring that connects its platform to more than 1,000 fixed term cash products, targeting institutional surplus cash management. See our latest analysis for Clearwater Analytics Holdings. The recent TreasurySpring integration and European client wins come against a mixed share price backdrop, with the latest close at $23.85, a strong 90 day share price return of 42.90% but a weaker 1 year total...
NYSE:DVA
NYSE:DVAHealthcare

A Look At DaVita (DVA) Valuation After 2025 Earnings And Share Buybacks

Why DaVita’s latest earnings and buybacks matter for shareholders DaVita (DVA) just posted fourth quarter and full year 2025 results, pairing higher revenue with lower net income and outlining substantial share repurchases, providing fresh data on both business performance and capital returns. See our latest analysis for DaVita. DaVita’s latest earnings update and disclosure of large buybacks arrived after a sharp 7 day share price return of 28.80% and a 30 day share price return of 26.36%...
NYSE:WELL
NYSE:WELLHealth Care REITs

How Baron’s WELLtower (WELL) Bet and Senior Housing Focus Will Impact Investors

In the fourth quarter of 2025, Baron Health Care Fund added healthcare REIT Welltower as a new portfolio holding, citing its exposure to senior housing, margin and occupancy initiatives, and an “all in” management compensation plan. The fund’s commentary, combined with Welltower’s recent revenue and normalized FFO per-share growth and strong analyst ratings, reinforces market confidence in the company’s senior housing-focused model. With this backdrop, we’ll examine how Welltower’s...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

A Look At Tenable Holdings (TENB) Valuation After Revenue Beat And New AI Exposure Launch

Tenable Holdings (TENB) has been in focus after reporting fourth quarter 2025 revenue of US$260.53 million, above market expectations, alongside guidance for 2026 and the launch of its Tenable One AI Exposure product. See our latest analysis for Tenable Holdings. The earnings beat, new 2026 guidance and the rollout of Tenable One AI Exposure have arrived after a weak stretch, with the share price down about 24% over 90 days and the 1 year total shareholder return down about 47%. However, the...
NYSE:SKY
NYSE:SKYConsumer Durables

Champion Homes (SKY) Is Up 6.6% After Mixed Q3 Results And Bigger Buyback - What's Changed

Champion Homes, Inc. recently reported third-quarter 2025 results showing higher sales of US$656.61 million year on year, alongside lower quarterly net income, while also increasing its remaining share repurchase authorization to US$150 million. At the same time, the company underscored its role in addressing affordable housing by opening Blythe Village in Fresno, a large-scale build-to-rent community using offsite-built manufactured homes. We’ll now explore how Champion Homes’ blend of...
NYSE:AMP
NYSE:AMPCapital Markets

A Look At Ameriprise Financial (AMP) Valuation After New Earnings And Dividend Announcement

Ameriprise’s latest earnings and dividend decision Ameriprise Financial (AMP) reported fourth quarter 2025 results alongside a fresh dividend declaration, giving you new numbers on profitability and cash returns to shareholders to assess the stock’s current setup. The board approved a quarterly cash dividend of $1.60 per common share, payable on February 27, 2026, to investors recorded as shareholders by the close of business on February 9, 2026. See our latest analysis for Ameriprise...
NYSE:HUBB
NYSE:HUBBElectrical

Hubbell (HUBB) Valuation After Earnings Growth Guidance And Grid Automation Product Updates

How the latest earnings and guidance tie into Hubbell’s recent stock move Hubbell (HUBB) moved higher after investors reacted to its fourth quarter and full year 2025 results, fresh 2026 guidance, and recent product news around grid automation and utility software. The company reported fourth quarter 2025 sales of US$1,492.7 million, with net income of US$224.2 million and diluted earnings per share from continuing operations of US$4.19. For the full year 2025, sales were US$5,844.6 million,...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Does Caesars’ US$200 Million Lake Tahoe Revamp Tilt CZR Toward Higher-Margin Experiential Demand?

Caesars Entertainment recently announced Phase Two of its US$200 million transformation of Caesars Republic Lake Tahoe, adding upgraded pool facilities, expanded meetings and convention space, and a new Tessie's Cocktails & Chords bar and lounge in partnership with Clique Hospitality, with key elements opening from summer 2026. By layering experiential venues like Tessie's and High Dive Pool and Lounge onto expanded event capacity, Caesars is leaning into higher-margin group, entertainment,...
NYSE:LEVI
NYSE:LEVILuxury

Assessing Levi Strauss (LEVI) Valuation After Earnings Beat And Direct To Consumer Growth Plans

Levi Strauss (LEVI) is back in focus after fourth quarter earnings beat forecasts and management outlined 2026 revenue guidance, along with an accelerated share repurchase plan and a continued push into direct to consumer and premium products. See our latest analysis for Levi Strauss. Levi Strauss shares have gained 3.1% on a 1 day share price return to US$20.55, after a recent pullback that left the 30 day share price return at a 5.5% decline. The 1 year total shareholder return of 14.7% and...