U.S. Metals and Mining Stock News

NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Open Text Q2 Margin Compression Challenges Bullish Earnings Growth Narrative

Open Text (NasdaqGS:OTEX) has just posted Q2 2026 results, with revenue of US$1.3 billion and basic EPS of US$0.67, setting the tone for how investors weigh the latest quarter against recent history. The company has seen quarterly revenue move between US$1.25 billion and US$1.33 billion over the last six reported periods, while basic EPS has ranged from US$0.11 to US$0.87. This puts the latest quarter somewhere in the middle of its recent earnings power, with margins continuing to be a key...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

VSE Raises US$1.15b To Expand Aviation Scale With Precision Deal

VSE Corporation has completed large equity and composite units offerings to fund its acquisition of Precision Aviation Group, Inc. The capital raise is directly tied to closing this significant aviation services deal for VSE. The transaction marks a material capital markets event for VSE and its shareholders. For investors tracking NasdaqGS:VSEC, the financing comes at a time when the shares trade at $199.99, with the stock up 10.3% year to date and 89.8% over the past year. The move to use...
NYSE:TPR
NYSE:TPRLuxury

Tapestry (TPR) One Off US$881.1 Million Loss Tests Premium Valuation Narrative

Tapestry (TPR) has reported a busy Q2 2026, with revenue of US$2.5b and basic EPS of US$2.75, following Q1 2026 revenue of US$1.7b and basic EPS of US$1.32 as the business cycles through its key selling seasons. Over the past few quarters, total revenue has moved between US$1.5b and US$2.5b, while quarterly EPS has ranged from a loss of US$2.49 per share in Q4 2025 to a profit of US$2.75 in the latest period. This gives investors plenty to think about on earnings quality and margin...
NYSE:EAF
NYSE:EAFElectrical

GrafTech International (EAF) Losses Deepen With US$219.8 Million TTM Hit Challenging Bullish Growth Narrative

GrafTech International (EAF) closed out FY 2025 with Q4 revenue of US$116.5 million and a basic EPS loss of US$2.50, alongside a trailing twelve month revenue base of US$504.1 million and an EPS loss of US$8.45. The company has seen quarterly revenue move between US$111.8 million and US$144.0 million over the 2025 fiscal year, while quarterly EPS losses ranged from US$1.10 to US$3.35. This has left margins under clear pressure for shareholders watching the path back toward profitability. See...
NYSE:TFIN
NYSE:TFINBanks

Triumph Financial Deepens Freight Ties While Tightening Factoring Margins

Triumph Financial (NYSE:TFIN) has expanded its payments network to include eight of the ten largest U.S. freight logistics firms. The company recently added JB Hunt to its roster of logistics partners, broadening its reach in freight payments. Alongside the network expansion, Triumph Financial is rolling out automation and workforce reductions in its factoring segment to support margin improvements. These moves come as the trucking sector continues to face industry headwinds. Triumph...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

Adaptive Biotechnologies (ADPT) Q4 Loss Narrows Yet Premium Valuation Tests Bullish Narratives

Adaptive Biotechnologies (ADPT) closed out FY 2025 with Q4 revenue of US$71.7 million and a basic EPS loss of US$0.09, alongside net income excluding extra items of a US$13.6 million loss. This provides a clear snapshot of where the business stands after a volatile year. The company reported revenue of US$47.5 million in Q4 2024 and US$71.7 million in Q4 2025, while basic EPS moved from a loss of US$0.23 to a loss of US$0.09 over the same period. This places the focus on how far these revenue...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

MicroStrategy (MSTR) Q4 Loss Of US$42.93 Per Share Tests Profitability Narratives

Strategy (MSTR) closed out FY 2025 with fourth quarter revenue of US$123 million and a basic EPS loss of US$42.93. Trailing twelve month figures show revenue of US$477 million and a basic EPS loss of US$15.23. Over recent quarters, the company has seen quarterly revenue move from US$111 million in Q1 2025 to US$128.7 million in Q3 2025 before landing at US$123 million in Q4. This was alongside basic EPS swinging from a loss of US$16.47 in Q1 to a profit of US$36.23 in Q2 and back to a loss in...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR) Q1 Profit Challenges Bearish Narratives On Earnings Quality

Arrowhead Pharmaceuticals (ARWR) has opened fiscal 2026 with Q1 revenue of US$264.0 million and basic EPS of US$0.22, supported by net income of US$30.8 million as the company continues to build on its move into profitability over the past year. Over recent quarters, revenue has shifted from US$2.5 million in Q1 2025 to US$542.7 million in Q2 2025, US$27.8 million in Q3 2025, US$256.5 million in Q4 2025, and now US$264.0 million in Q1 2026. EPS has moved from a loss of US$1.39 per share in Q1...
NYSE:WEC
NYSE:WECIntegrated Utilities

WEC Energy Group (WEC) Margin Slippage Tests Steady Utility Earnings Narrative

WEC Energy Group (WEC) closed out FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$0.97, supported by net income of US$316.6m. The trailing twelve months show revenue of US$9.8b and EPS of US$4.84 on net income of US$1.56b. Over the past few quarters, the company has reported revenue in a range from US$2.0b to US$3.1b, and quarterly EPS between US$0.77 and US$2.28. Trailing twelve month revenue increased from US$8.6b in late 2024 to US$9.8b in late 2025. Taken together, the...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Blackstone Mortgage Trust Link To Anthropic Lease And AI Office Demand

Blackstone Real Estate's joint venture has signed a full building lease with AI firm Anthropic in downtown San Francisco. The agreement covers a long term commitment in the emerging "AI Alley" district, one of the largest office leases in the city's history. The deal highlights demand from artificial intelligence companies for well located urban office space. For investors watching Blackstone Mortgage Trust (NYSE:BXMT), the Anthropic lease puts a spotlight on how Blackstone affiliated real...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Fortinet (FTNT) Margin Decline Challenges Bullish Earnings Growth Narratives

Fortinet (FTNT) has wrapped up FY 2025 with fourth quarter revenue of about US$1.9b and basic EPS of US$0.68, alongside net income excluding extra items of US$506m. This gives investors a clear read on its recent trading momentum. The company has seen quarterly revenue move from US$1.66b in Q4 2024 to US$1.91b in Q4 2025, while basic EPS shifted from US$0.69 to US$0.68 over the same period. This sets the scene for a year where margins and profit quality remain in sharp focus. See our full...
NasdaqGM:UNB
NasdaqGM:UNBBanks

Union Bankshares (UNB) Earnings Growth And 20.6% Margin Challenge Bearish Narratives

Union Bankshares (UNB) closed FY 2025 with fourth quarter total revenue of US$14.1 million and basic EPS of US$0.60, alongside net income of US$2.7 million. On a trailing twelve month basis, revenue was US$53.7 million with EPS of US$2.43 and net income of US$11.1 million. Over the past year, the company has seen revenue move from US$47.2 million to US$53.7 million on a trailing basis, with EPS shifting from US$1.94 to US$2.43. This sets up a story where improving margins and a 20.6% trailing...
NYSE:BILL
NYSE:BILLSoftware

Bill Holdings Q2 Loss Challenges Bullish Narrative On Revenue Growth And Valuation Discount

BILL Holdings (BILL) just posted Q2 2026 results with revenue of US$414.7 million and a basic EPS loss of US$0.03, alongside net income excluding extra items of a US$2.6 million loss. The company has seen quarterly revenue move from US$362.6 million in Q2 2025 to US$414.7 million in Q2 2026, while basic EPS shifted from a profit of US$0.33 to a loss of US$0.03 over the same period. This puts the spotlight firmly on how efficiently that extra revenue is translating into margins. See our full...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Assessing Criteo (CRTO) Valuation As It Rolls Out AI Agentic Commerce Recommendation Service

Criteo (CRTO) has launched its Agentic Commerce Recommendation Service, a new AI driven tool that connects shopping assistants and retailer chatbots to merchant inventory using real shopping behavior and transactional data. See our latest analysis for Criteo. For shareholders, the picture is mixed, with a 1-day share price return of 1.59%, a year-to-date share price return decline of 4.24%, and a 1-year total shareholder return decline of 57.82%. This suggests momentum has been fading even as...
NYSE:RXO
NYSE:RXOTransportation

RXO (RXO) Q4 Loss Deepens To US$46m And Tests Rapid Earnings Growth Narrative

RXO (RXO) closed out FY 2025 with Q4 revenue of US$1.5b, a basic EPS loss of US$0.27 and net income loss of US$46m. This sits against a trailing twelve month picture of US$5.7b in revenue, a basic EPS loss of US$0.59 and a net income loss of US$100m. The company reported quarterly revenue in a tight band between US$1.4b and US$1.5b through FY 2025, while quarterly EPS losses ranged from US$0.05 to US$0.27 and net income losses moved between US$9m and US$46m. Altogether, these results point to...
NasdaqGS:QNST
NasdaqGS:QNSTInteractive Media and Services

QuinStreet (QNST) EPS Surge To US$0.88 Tests Bearish Earnings Decline Narrative

QuinStreet (QNST) has just posted Q2 2026 results with revenue of US$287.8 million and basic EPS of US$0.88, putting a spotlight on how its top and bottom lines are tracking after a year of swinging into profitability on a trailing basis. The company has seen quarterly revenue move from US$282.6 million in Q2 2025 to US$287.8 million in Q2 2026, while basic EPS has shifted from a US$0.03 loss to US$0.88 over the same period, giving investors a clearer view of how margins are now flowing...