U.S. Metals and Mining Stock News

NYSE:LYB
NYSE:LYBChemicals

Is It Time To Reassess LyondellBasell (LYB) After Its Strong Year To Date Rally

If you are looking at LyondellBasell Industries and asking whether the current share price reflects fair value, this article is written for you. The stock recently closed at US$72.30, with returns of 7.7% over the past week, 25.5% over the past month, 62.9% year to date, 6.5% over one year, 4.5% over three years and a 4.6% decline over five years. Recent coverage of LyondellBasell has focused on its role as a major global chemicals and plastics producer, including how it is positioning its...
NYSE:TRN
NYSE:TRNMachinery

Is Trinity Industries (TRN) Pricing Look Attractive After Recent Railcar Demand Headlines

If you are wondering whether Trinity Industries is attractively priced right now, it helps to step back and connect the recent share moves with what the market might be building into the valuation. The stock last closed at US$29.51, with returns of 9.5% year to date and 5.7% over 1 year, while the past 30 days and 7 days show declines of 15.9% and 7.5% that may reflect changing sentiment or risk perceptions. Recent news around Trinity Industries has focused on its position in railcar...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

Is It Time To Revisit PDD Holdings (PDD) After Prolonged Share Price Weakness?

If you are wondering whether PDD Holdings is priced attractively or already fully valued, looking closely at its current valuation can help you frame your next move. The share price recently closed at US$102.65, with returns of 0.7% over 7 days and 2.4% over 30 days, while year to date and 1 year returns stand at an 11.3% decline and a 16.2% decline respectively, and the 3 year and 5 year figures are an 11.6% and 27.6% decline. This mix of shorter term gains and longer term declines has kept...
NYSE:INR
NYSE:INROil and Gas

Infinity Natural Resources’ Ohio Utica Deal Redraws Growth And Integration Outlook

Infinity Natural Resources, NYSE:INR, has completed a $1.2b acquisition of Ohio Utica assets, significantly expanding its scale and midstream infrastructure. The deal is funded in part by a $350 million perpetual preferred equity investment from prominent energy investors. The acquisition reshapes the company’s operating footprint and supports its development plans for 2026. Infinity Natural Resources, trading at $18.16, has seen its share price rise 11.1% over the past month and 23.4% year...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Viking Therapeutics (VKTX) Valuation Check As Obesity Drug VK2735 Advances Into Phase 3 Trials

Viking Therapeutics (VKTX) has become a focal point for biotech investors after moving its obesity drug VK2735 into Phase 3 trials, with enrollment in key subcutaneous and oral studies largely completed or close to completion. See our latest analysis for Viking Therapeutics. The recent decision to advance VK2735 into Phase 3 comes after a strong run in the shares, with a 30 day share price return of 22.86% and a 1 year total shareholder return of 15.34%. The 3 year total shareholder return is...
NasdaqCM:WALD
NasdaqCM:WALDPersonal Products

Waldencast (WALD) Trailing US$229.7 Million Loss Reinforces Bearish Profitability Narratives

Waldencast (NasdaqCM:WALD) has just posted its FY 2025 results, reporting second half revenue of US$139.8 million and a basic EPS loss of US$0.52, alongside trailing twelve month revenue of US$272.1 million and a basic EPS loss of US$2.01. The company’s half year revenue moved from US$142.3 million in H2 2024 to US$132.3 million in H1 2025 and US$139.8 million in H2 2025, while net income excluding extra items shifted from a US$32.4 million loss in H2 2024 to a US$169.4 million loss in H1...
NYSE:DLNG
NYSE:DLNGOil and Gas

Dynagas LNG Partners (DLNG) Margin Expansion Reinforces Bullish Narratives Despite Flat Revenue

Dynagas LNG Partners (DLNG) has wrapped up FY 2025 with fourth quarter revenue of US$40.0 million and basic EPS of US$0.43, capping off a year where trailing twelve month revenue came in at US$156.6 million and EPS reached US$1.69, alongside 59.6% earnings growth over the last 12 months. Over recent periods the partnership has seen quarterly revenue move in a fairly tight band between US$38.6 million and US$40.0 million and quarterly EPS range from US$0.15 to US$0.51. This has fed into a...
NasdaqGS:REG
NasdaqGS:REGRetail REITs

A Look At Regency Centers (REG) Valuation After Recent Share Price Momentum

Why Regency Centers is on investors’ radar Regency Centers (REG) has been drawing attention after a period where its shares showed mixed short term moves but positive returns over the past 3 months and year, prompting fresh interest in its fundamentals. See our latest analysis for Regency Centers. While the latest share price of $76.58 and a 1 day share price return close to flat might not grab headlines, the 90 day share price return of 12.21% alongside a 1 year total shareholder return of...
NasdaqGS:APEI
NasdaqGS:APEIConsumer Services

American Public Education (APEI) Is Up 28.1% After Refinancing, Buyback Plan And Rasmussen Clearance – Has The Bull Case Changed?

In March 2026, American Public Education, Inc. reported past 2025 results showing revenue of US$648.86 million and net income of US$31.56 million, refinanced its debt with a new US$130.00 million senior secured credit facility, and announced a new US$50.00 million share repurchase authorization. A key development was the Department of Education lifting restrictions on Rasmussen University, enabling new campuses and programs just as lower interest costs and fresh buyback capacity give the...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson (HOG) Valuation Check After Wells Fargo Initiates Coverage With Underweight Rating

Interest in Harley-Davidson (HOG) has picked up after Wells Fargo started coverage with an Underweight rating, a cautious stance that coincided with a 2.7% share price decline and broader analyst hesitation around the stock. See our latest analysis for Harley-Davidson. That reaction from Wells Fargo comes on the back of a weak run for Harley-Davidson, with a 30 day share price return of 13.66% and a 1 year total shareholder return decline of 25.90%, pointing to fading momentum and ongoing...
NYSE:DELL
NYSE:DELLTech

Evaluating Dell Technologies (DELL) After Q4 AI Server Momentum And Capital Return Updates

Dell Technologies (DELL) is back in focus after a strong fiscal Q4 update tied to AI server demand, a 20% lift in its quarterly dividend to US$0.63, and an expanded share repurchase plan. See our latest analysis for Dell Technologies. Those AI focused Q4 numbers have fed straight into the share price, with a 29.05% 1 month share price return and a 61.42% 1 year total shareholder return pointing to strong momentum as Dell’s long term AI story gains attention despite recent bouts of volatility...
NYSE:CAH
NYSE:CAHHealthcare

Is Cardinal Health (CAH) Pricing Reflect Its Strong 1-Year Rally And DCF Estimate

If you are wondering whether Cardinal Health's current share price lines up with its underlying value, this article will walk you through what the numbers actually say. The stock recently closed at US$217.08, with returns of 5.5% year to date and 71.7% over the last year. The past month and week show more muted moves, with a 1.7% decline and 0.3% decline respectively, which can change how investors think about both upside and risk. Recent coverage of Cardinal Health has focused on its role...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

What SiTime (SITM)'s Strong Quarter and Robust Book-to-Bill Ratio Means For Shareholders

In recent days, several research firms reiterated positive views on SiTime after it reported a strong quarter, citing broad-based strength across Communications, Enterprise, and Datacenter markets and solid demand trends. Analysts also pointed to a book-to-bill ratio above 1.5 as an important indicator of sustained customer orders for SiTime’s precision timing solutions. Next, we’ll examine how this stronger-than-expected demand picture and robust book-to-bill ratio may influence SiTime’s...
NasdaqGS:ICUI
NasdaqGS:ICUIMedical Equipment

Assessing ICU Medical (ICUI) Valuation After A Stretch Of Weak Share Price Returns

ICU Medical stock: recent performance snapshot ICU Medical (ICUI) has drawn investor attention after a stretch of weak returns, with the share price showing declines over the past month, past 3 months, year to date, and the past year. Against that backdrop, the company’s latest reported revenue of US$2.23b and net income of US$732,000, alongside positive annual revenue and net income growth rates, give investors concrete figures to assess the current share price. See our latest analysis for...
NasdaqGM:TRVI
NasdaqGM:TRVIPharmaceuticals

Why Trevi Therapeutics (TRVI) Is Down 17.2% After Doubling Down On Parallel IPF Cough Trials - And What's Next

Earlier in March 2026, Trevi Therapeutics announced it had completed an End-of-Phase 2 meeting with the FDA and secured alignment to run two global, randomized Phase 3 trials of nalbuphine ER (Haduvio) for IPF-related chronic cough, with both studies using 54 mg twice-daily dosing and cough-frequency reduction as the primary endpoint. An interesting aspect is that Trevi plans to run two pivotal Phase 3 trials in parallel, even though the FDA indicated one could be sufficient, potentially...
OTCPK:MCEM
OTCPK:MCEMBasic Materials

Monarch Cement (OTCPK:MCEM) Net Margin Of 26% Tests Steady Compounder Narrative

Monarch Cement FY 2025 Earnings Snapshot Monarch Cement (MCEM) has wrapped up FY 2025 with fourth quarter revenue of about US$68.7 million and basic EPS of US$5.18, alongside net income excluding extra items of US$18.1 million. This gives investors a clear read on its recent operating performance. Over recent periods, the company has seen quarterly revenue move between US$38.7 million and US$80.0 million, while basic EPS ranged from US$0.72 to US$7.21. This offers a wide band of outcomes that...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Is Rivian Automotive (RIVN) Now Attractively Priced After Recent Share Price Swings

If you are wondering whether Rivian Automotive's share price still makes sense after all the excitement and volatility, you are not alone. Rivian's stock closed at US$14.86 recently, with returns of a 3.3% decline over 7 days, a 16.2% decline over 30 days, a 23.4% decline year to date, but a 38.2% gain over the past year and 14.2% over three years. Recent headlines around Rivian have focused on its position in the electric vehicle space and how sentiment has shifted as investors reassess...
NYSE:PD
NYSE:PDSoftware

PagerDuty (PD) Valuation Check After First GAAP Profitability And Post Earnings Share Price Drop

PagerDuty (PD) has drawn investor attention after its latest earnings report, which combined first time GAAP profitability with cautious revenue guidance, a sharp share price drop, and a cluster of analyst rating changes. See our latest analysis for PagerDuty. PagerDuty’s latest earnings and AI product updates come after a tough stretch for shareholders, with a 90 day share price return of 44.29% decline and a 1 year total shareholder return of 61.53% decline. This points to fading momentum...
NYSE:ZIM
NYSE:ZIMShipping

Is It Too Late To Consider ZIM Integrated Shipping Services (ZIM) After Its 92% One-Year Surge?

If you are wondering whether ZIM Integrated Shipping Services at US$26.99 is still priced attractively after a strong run, the key question is how its current share price lines up with its underlying fundamentals. The stock has been volatile recently, with a 2.9% decline over the last 7 days, a 21.6% gain over the past month, a 23.2% return year to date, and a 91.7% return over the last year. This comes on top of a very large 3 year and 5 year gain of roughly 2.5x and just under 3x...
NYSE:SYK
NYSE:SYKMedical Equipment

Why Stryker (SYK) Is Down 7.6% After Major Global Cyberattack Disrupts Operations And Patient Platforms

In March 2026, Stryker disclosed a major cyberattack linked to the Iran-associated Handala group that disrupted its global Microsoft-based systems, wiping data on hundreds of thousands of devices and interrupting manufacturing, shipping and order processing across dozens of countries. The incident highlights how cybersecurity resilience has become a critical operational factor for large medtech companies whose connected platforms and hospital-facing digital ecosystems, such as Stryker’s new...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

A Look At Zoetis (ZTS) Valuation As Investor Visibility And Fundamentals Draw Fresh Attention

Why Zoetis (ZTS) Is Back on Investor Radars Zoetis (ZTS) has been drawing fresh attention as management steps into multiple healthcare conferences and investor forums, while recent commentary has highlighted its role as a large pure-play animal health business. See our latest analysis for Zoetis. Despite Zoetis’s active presence at healthcare conferences and ongoing investor engagement, the share price has softened, with a 30 day share price return of 8.71% and a 1 year total shareholder...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Reassessing SolarEdge Technologies (SEDG) After 132% Rally And Mixed Valuation Signals

If you are wondering whether SolarEdge Technologies is attractively priced after a turbulent few years, you are not alone. This article focuses squarely on what the current share price might mean for long term investors. The stock sits at US$37.44, with returns of 12.1% over the last 7 days, 5.4% over 30 days, 19.4% year to date and 132.3% over the past year, while the 3 year and 5 year periods both show an 86.0% and 86.7% decline respectively. Recent coverage has centered on SolarEdge as a...
NYSE:MIR
NYSE:MIRElectronic

Why Mirion Technologies (MIR) Is Down 9.0% After Cutting 2026 EPS Guidance Below Expectations And Turning Cautious

In recent days, Mirion Technologies issued 2026 adjusted EPS guidance that came in below market expectations, following mixed fourth‑quarter results and cautious forward commentary. At the same time, institutional investors have highlighted Mirion’s entrenched presence in global nuclear and radiation monitoring markets and its growing backlog tied to digital transformation initiatives, underscoring a contrast between near‑term caution and longer‑term business strengths. We’ll now examine how...
NYSE:FOUR
NYSE:FOURDiversified Financial

Will Shift4 (FOUR) Management Shuffle Refine Its Global Expansion Story or Complicate Execution?

Shift4 Payments recently announced a series of leadership moves, including appointing Pier Francesco Nervini as President of Shift4 International, naming Timothy Goodwin as Chief Payments Officer, and reorganizing its accounting leadership following the planned departure of Chief Accounting Officer Jay Whalen. These changes align with Shift4’s push to scale its international operations and payment technology platform while maintaining continuity in its finance function. Next, we’ll examine...