U.S. Metals and Mining Stock News

NYSE:SBH
NYSE:SBHSpecialty Retail

Earnings Beat and Completed Buybacks Might Change The Case For Investing In Sally Beauty (SBH)

Sally Beauty Holdings, Inc. has already reported its fiscal first-quarter 2026 results, with sales of US$943.17 million and net income of US$45.56 million, while also completing a long-running share repurchase program totaling 38,078,993 shares for US$553.36 million. The company paired this with new guidance calling for relatively steady net sales and comparable sales for the second quarter and full year 2026, suggesting management is focused on disciplined growth rather than aggressive...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY) Is Down 8.3% After Softer Recurring Revenue And Margin Pressures - Has The Bull Case Changed?

In the days leading up to 15 February 2026, GoDaddy reported softer annual recurring revenue growth and a subdued demand outlook, highlighting challenges in winning and keeping long-term customers while managing high servicing costs and relatively weaker gross margins. This combination of slowing recurring revenue momentum and margin pressure has sharpened investor focus on whether GoDaddy’s newer, higher‑value services can offset these operational headwinds. We’ll now examine how concerns...
NYSE:G
NYSE:GProfessional Services

Genpact (G) Leans Into AI-Led Services and Higher Payouts Is Its Investment Story Evolving?

In early February 2026, Genpact reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued 2026 guidance calling for continued revenue and EPS growth, raised its quarterly dividend to US$0.1875 per share, and completed a long-running share repurchase program totaling US$2.39 billion. The company highlighted strong traction in its AI and agentic-operations offerings and growing technology partnerships, suggesting its business mix is steadily shifting...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix Warner Bros Deal Faces Activist Fight And Antitrust Test

Netflix (NasdaqGS:NFLX) is pursuing an US$82.7b acquisition of Warner Bros. Discovery that is now facing escalating pushback. Activist investor Ancora Holdings has built a significant stake in Warner Bros. Discovery and is urging shareholders to reject Netflix’s offer. Paramount has advanced a rival bid, including improved terms and a willingness to cover breakup fees, increasing competitive pressure on Netflix. The U.S. Department of Justice has opened an antitrust investigation into the...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Assessing Leonardo DRS (DRS) Valuation After New AI Counter UAS Collaboration With Axon Vision

Leonardo DRS (DRS) has drawn fresh attention after announcing a collaboration with Israel based Axon Vision to integrate artificial intelligence enabled counter unmanned aircraft system capabilities into its battle platforms for US armed forces. See our latest analysis for Leonardo DRS. Those AI focused C UAS and interoperability efforts sit alongside other activity such as its presence at the Singapore Airshow and recent shipboard computing showcases, and come after a 90 day share price...
NYSE:CBT
NYSE:CBTChemicals

How Investors May Respond To Cabot (CBT) Earnings Dip, Buybacks Completion and Steady Dividend

Cabot Corporation recently reported past first-quarter 2026 results, with sales of US$849 million and net income of US$73 million, both lower than the same quarter a year earlier. Alongside these softer earnings, Cabot completed a long-running share repurchase program totaling 16,281,533 shares and reaffirmed its US$0.45 quarterly dividend, highlighting continued capital returns to shareholders. With Cabot’s earnings decline alongside ongoing share repurchases, we’ll now examine how this...
NYSE:PWR
NYSE:PWRConstruction

How Analyst Optimism and Institutional Demand Around Backlog Growth Will Impact Quanta Services (PWR) Investors

In early February 2026, Quanta Services drew increased attention after analysts highlighted strong earnings and revenue expectations, expanding project backlogs, and solid positioning across electric power, renewable energy, and underground infrastructure. Institutional interest, including a new position by Baron Durable Advantage Fund citing long-term energy infrastructure tailwinds and management’s ambitious EPS growth targets, underlined growing confidence in Quanta’s role in grid...
NYSE:TWLO
NYSE:TWLOIT

Twilio (TWLO) Valuation Check After Strong Q4 Beat And AI Driven 2026 Outlook

Twilio (TWLO) is back in focus after reporting fourth quarter 2025 results that topped expectations, with accelerating revenue growth, strong Voice AI usage, and better than expected guidance for 2026. See our latest analysis for Twilio. Twilio's latest results and AI partnerships have landed against a mixed share price backdrop, with a 1-year total shareholder return decline of 9.72% and a 3-year total shareholder return of 59.90%. This suggests that longer term momentum contrasts with the...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Assessing Fortinet (FTNT) Valuation After Earnings Beat Guidance Lift And FortiSIEM Upgrade

Why Fortinet’s latest earnings, guidance, and product moves matter now Fortinet (FTNT) is back in focus after full year 2025 results topped expectations on key metrics, management issued firm 2026 revenue guidance, and the company rolled out a major FortiSIEM upgrade. Together with recent analyst commentary highlighting billings guidance and Secure Access Service Edge traction, these updates give investors fresh data points on growth, profitability, and how product development may support...
NYSE:NUE
NYSE:NUEMetals and Mining

Evaluating Nucor (NUE) After Earnings Miss Tariff Uncertainty Insider Selling And Buffett’s Stake Increase

Nucor (NUE) is in focus after its fourth quarter 2025 earnings and revenue came in below market expectations, as investors also weigh potential steel tariff changes and fresh insider selling against Warren Buffett’s recent stake increase. See our latest analysis for Nucor. At a share price of $183.23, Nucor has given investors a 23.25% 90 day share price return and a 35.16% 1 year total shareholder return. This suggests momentum has been building even as tariff headlines, earnings softness...
NYSE:CACI
NYSE:CACIProfessional Services

CACI International Award Shines As Insider Activity And Backlog Draw Focus

CACI International (NYSE:CACI) was named a 2026 Best Place to Work in Manufacturing & Energy by Glassdoor, highlighting its culture, career paths, and leadership. A senior executive recently sold company stock, drawing attention to insider activity at the current share price of about $573.30. The company has reported a growing contract backlog along with upgraded guidance and supportive analyst commentary on margins and its contract pipeline. For investors tracking NYSE:CACI, the...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

A Look At C.H. Robinson (CHRW) Valuation After Recent Share Price Momentum

Why C.H. Robinson Worldwide is on investors’ radar today C.H. Robinson Worldwide (CHRW) has drawn attention after recent share price moves, including a 4.9% gain over the past day and mixed returns over the week, month, and past 3 months. With a market presence across freight transportation and logistics services, along with reported annual revenue of US$16.23b and net income of US$587.08m, investors are assessing how this performance lines up with the stock’s recent returns. See our latest...
NYSE:DCH
NYSE:DCHAuto Components

Is It Time To Reassess Dauch (DCH) After Its Recent Share Price Swings?

If you are looking at Dauch and wondering whether the current share price reflects its true worth, you are not alone. This article will focus on what the numbers say about value rather than short term excitement. The stock last closed at US$7.25, with returns of 11.7% year to date and 40.8% over the past year, even though the last 7 days and 30 days saw declines of 15.9% and 5.8%. Those mixed returns follow recent ongoing coverage of the company, which has kept attention on how the market is...
NYSE:ARE
NYSE:AREHealth Care REITs

A Look At Alexandria Real Estate Equities (ARE) Valuation After US$750 Million Senior Notes And Debt Refinancing Moves

Alexandria Real Estate Equities (ARE) has been in focus after pricing US$750 million of 5.25% senior unsecured notes due 2036 and increasing the size of its early cash tender offers for several longer dated bonds. See our latest analysis for Alexandria Real Estate Equities. The refinancing news comes after a choppy period for investors, with a 7 day share price return of a 6.10% decline and a 30 day share price return of a 9.33% decline, while the 1 year total shareholder return of a 41.09%...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Akamai Technologies (AKAM) Is Up 17.5% After Unveiling NVIDIA-Powered Edge AI Inference Cloud

In recent days, Akamai Technologies reported strong past Q3 2025 results, highlighting accelerating Cloud Infrastructure Services growth, resilient security revenue, and guidance for full-year 2025 adjusted EPS of US$6.93–US$7.13. The company also unveiled its NVIDIA-powered Akamai Inference Cloud for AI at the edge, underscoring how AI-focused infrastructure is becoming a central pillar of its business mix. We’ll now examine how the launch of Akamai’s NVIDIA-powered Inference Cloud for AI...
NYSE:DY
NYSE:DYConstruction

Is It Too Late To Consider Dycom Industries (DY) After Its Strong Multi Year Rally

If you are wondering whether Dycom Industries is still fairly priced after a strong run, this article walks through what the current market price might be implying about its value. At a last close of US$427.48, the stock has posted returns of 6.7% over the past week, 15.3% over the past month, 23.0% year to date and 139.9% over the past year, with around a 4x return over three years and just over a 4.5x return over five years. Recent coverage has focused on Dycom Industries as part of...
NYSE:BNT
NYSE:BNTInsurance

Is Brookfield Wealth Solutions (BNT) Using Higher Capital Returns To Reframe Weaker Earnings?

Brookfield Wealth Solutions Ltd. reported fourth-quarter 2025 revenue of US$3,054 million and net income of US$8 million, with full-year revenue of US$11.64 billion and net income of US$766 million, all lower than the prior year. Despite the weaker results, the company raised its quarterly return of capital by 17% to US$0.07 per class A and B share, indicating a clear commitment to ongoing cash distributions. We’ll now examine how the earnings slowdown alongside a higher return of capital...
NYSE:SCI
NYSE:SCIConsumer Services

A Look At Service Corporation International (SCI) Valuation After 2025 Results And 2026 Earnings Guidance

Service Corporation International (SCI) just released its fourth quarter and full year 2025 results, combining steady funeral and cemetery performance with updated 2026 guidance and fresh capital plans that give investors more detail on earnings drivers. See our latest analysis for Service Corporation International. The recent earnings release and cautious 2026 outlook have come with some volatility, with a 7 day share price return of 6.4% and a 30 day share price return of 4.0% against a...
NYSE:RBRK
NYSE:RBRKSoftware

Does Rubrik’s (RBRK) New CRO and Defense Push Reveal Its True AI-Era Strategy?

Earlier this month, Rubrik promoted Jesse Green to Chief Revenue Officer following his leadership of Rubrik Americas, and the company presented at the WEST Conference 2026 in San Diego to highlight its data security and cyber resilience offerings. This leadership change, combined with Rubrik’s active presence at a major defense and technology forum, underscores how the company is pressing its global go-to-market push in cyber and data protection. We’ll now examine how Rubrik’s CRO...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Energy Coterra Merger Redefines Scale And Capital Returns Potential

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy to form a combined energy company valued at about $58b. The transaction includes plans for a 31% dividend increase for shareholders. The combined company has also announced a share repurchase program of up to $5b. For you as an investor, this move is centered on scale and mix. Devon Energy focuses on U.S. shale production, and combining with Coterra creates a larger, more diversified energy producer with exposure...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

AI Disruption Fears After Analyst Downgrades Might Change The Case For Investing In Adobe (ADBE)

Adobe recently presented at the WEST Conference 2026 in San Diego, while investors weighed mixed options activity, insider selling, and rising implied volatility around the stock. Despite record revenue, earnings growth, and strong institutional interest, sentiment has been shaken by concerns that generative AI could erode Adobe's creative software economics and long-term relevance. We’ll now examine how renewed AI disruption worries, highlighted by recent analyst downgrades, may reshape...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Check Point (CHKP) Is Down 5.2% After AI-Focused Pivot And 2026 Outlook Update – Has The Bull Case Changed?

In February 2026, Check Point Software Technologies reported fourth-quarter 2025 revenue of US$744.9 million and net income of US$304.5 million, alongside 2026 guidance calling for full-year revenue between US$2.83 billion and US$2.95 billion and first-quarter revenue of US$655 million to US$685 million. The company is reshaping its business around AI-focused cybersecurity, expanding its Infinity platform and adding new capabilities through acquisitions such as Cyata, Cyclops, Rotate,...
NYSE:UBER
NYSE:UBERTransportation

A Look At Uber Technologies (UBER) Valuation As Middle East Robotaxi Expansion Gains Pace

Uber Technologies (UBER) has put autonomous driving at the center of its latest moves, highlighted by the first commercial robotaxi service in downtown Abu Dhabi and a plan to deploy at least 1,200 robotaxis across key Middle Eastern cities by 2027. See our latest analysis for Uber Technologies. These autonomous moves arrive during a weaker spell for the share price, with a 30-day share price return of 17.51% and a 90-day share price return of 24.01% contributing to a year to date share price...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Chewy (CHWY) Valuation Check After Recent Share Price Weakness And Premium P/E Multiple

Chewy (CHWY) is back in focus after recent trading left the stock with a return of about negative 28% over the past month and negative 30% over the past 3 months. See our latest analysis for Chewy. At a share price of US$24.23, Chewy's recent 7 day share price return of 13.53% decline and year to date share price return of 27.65% decline sit alongside a 1 year total shareholder return of 35.70% decline. This suggests that momentum has been fading over both short and longer horizons as the...