U.S. Metals and Mining Stock News

In recent days, Entegris reported flat year-over-year Q3 2025 sales with only a slight sequential uptick, while its earnings beat expectations but forward guidance fell short. Management’s cautious outlook, driven by margin pressure from expansion projects and subdued semiconductor demand, has weighed on sentiment relative to AI-focused peers. Next, we’ll examine how this cautious guidance and ongoing margin pressure may reshape Entegris’ previously optimistic investment narrative. These 11...

Cummins recently secured a US$500 million firm-fixed-price contract with the U.S. military to supply 500-kilowatt skid mobile power generator sets and power plants, reinforcing its role in critical defense infrastructure. At the same time, consistently upbeat analyst views on Cummins highlight how defense and power-generation demand are shaping expectations for its engine and energy solutions portfolio. We’ll now examine how the new U.S. military generator contract could influence Cummins’...

Kroger (KR) has just posted a tough Q3 2026, with revenue of about $33.9 billion and a basic EPS of roughly -$2.02, swinging from a profit in prior quarters as net income excluding extra items came in at around -$1.3 billion. Over the past few quarters, the company has seen quarterly revenue hold in a tight band around the mid $30 billion range while basic EPS moved from $0.64 in Q2 2025 to $0.85 in Q3 2025, $0.91 in Q4 2025, $1.30 in Q1 2026, $0.92 in Q2 2026 and then this latest negative...

Baird Financial Group’s multi million dollar stake in Wendy’s (WEN) has turned heads, with the stock popping about 4% as investors reexamine the burger chain’s turnaround and takeover chatter. See our latest analysis for Wendy's. That buying spree comes after a rough stretch, with a year to date share price return of negative 46.59% and a five year total shareholder return of negative 53.79%. This week’s pop therefore looks more like early rebuilding of momentum than a full comeback. If this...

EPAM Systems (EPAM) has quietly staged a sharp rebound, with the stock up around 17% over the past month and more than 35% in the past 3 months after a difficult year. See our latest analysis for EPAM Systems. That rebound comes after a tough stretch, with the 1 year total shareholder return still down in the mid teens. The recent 3 month share price momentum suggests sentiment is finally starting to thaw around EPAM at about $209.63 a share. If EPAM’s turnaround has your attention, it could...

If you are wondering whether Hewlett Packard Enterprise is still a smart buy at around $23.87, you are not alone. This stock has quietly become a favorite talking point for value focused investors. HPE has put together a solid run, with the share price up 2.3% over the last week, 4.6% over the last month and 11.2% year to date, adding to a much stronger 12.3% 1 year gain and an impressive 126.9% over 5 years. Recent headlines have highlighted HPE's push deeper into hybrid cloud and edge...

If you are wondering whether Bank OZK is still attractively priced today or if the easiest gains are already behind it, this overview can help unpack what the market might be overlooking. The stock has quietly climbed about 3.0% over the last week and 10.4% over the last month, and is up 11.1% year to date. Those gains add to longer-term increases of 38.7% over three years and 92.6% over five years. Recent market attention has focused on Bank OZK’s strategic positioning in commercial real...

Marqeta (MQ) just rolled out a new share repurchase program of up to $100 million. This capital allocation move stands out given its recent revenue declines and margin pressure. See our latest analysis for Marqeta. The buyback news lands after a choppy stretch for Marqeta, with a 32.44% year to date share price return but a weaker 3 year total shareholder return of negative 24.12%. This suggests momentum is only cautiously rebuilding around the current 4.94 dollar share price. If this capital...

Agnico Eagle Mines (NYSE:AEM) has been on investors radar after a strong jump in revenue and earnings, beating expectations and riding higher gold prices while advancing big growth projects like Odyssey and Detour Lake. See our latest analysis for Agnico Eagle Mines. At a latest share price of $168.27, Agnico Eagle’s strong operational updates, upbeat conference presence, and its role in the Kivalliq Hydro-Fibre Link have fed into powerful momentum, with a roughly 105% year to date share...

ICON (NasdaqGS:ICLR) is back in focus after beating on revenue and earnings, while bookings growth finally turned a corner, hinting that the toughest stretch of the healthcare R&D downturn may be easing. See our latest analysis for ICON. The upbeat earnings and improving bookings have helped ICON stage a sharp rebound, with a roughly 15% 30 day share price return. However, the year to date share price return and 1 year total shareholder return are still negative, suggesting momentum is only...

Earlier this month, Phillips 66 closed the sale of a 65% stake in its Germany and Austria retail marketing business to a Stonepeak- and Energy Equation–backed consortium, while AM Best affirmed strong credit ratings for its captive insurers, Spirit Insurance Company and Radius Insurance Company. Together with more optimistic analyst earnings estimates, these moves highlight how Phillips 66 is reshaping its portfolio and reinforcing its risk management framework to support future...

Yum China Holdings recently increased its share repurchase authorization by US$1.00 billion to a total of US$5.40 billion and was added to the Hang Seng China Enterprises Index, reinforcing its focus on shareholder capital returns. This combination of a larger buyback pool and index inclusion highlights management’s confidence in the business while potentially broadening the company’s investor base and liquidity profile. We’ll now explore how Yum China’s expanded US$5.40 billion buyback...

Earlier this week, Analog Devices reported quarterly revenue growth of 25.9% year on year, surpassing analyst expectations by 2.1% and issuing revenue guidance that was also ahead of forecasts. Management framed the quarter as the culmination of a robust year powered by both cyclical and company-specific growth drivers, marking a clear contrast with the company’s recent period of revenue declines and relatively low returns on invested capital. Now we’ll explore how this revenue beat and...

Earlier this month, Alarm.com announced a low-cost Video Intercom Mobile Directory that uses QR codes and mobile phones to modernize secure entry management for multi-tenant residential and commercial properties across North America and select international markets. Just days before, Alarm.com and Everon, LLC revealed a partnership to offer a unified console that integrates intrusion protection, access control, and advanced video analytics, signaling a push deeper into integrated commercial...

PayPal Holdings (PYPL) just took another hit on the sentiment front, with fresh downgrades from big Wall Street firms after management signaled a slower turnaround for its core branded checkout business. See our latest analysis for PayPal Holdings. Those cautious signals are feeding into the tape, too, with the share price at about $61.66 and a steep year to date share price return of roughly negative 28 percent. This has contributed to a five year total shareholder return of around negative...

Earlier this week, Albemarle Corporation secured offtake rights to cesium concentrate from Power Metals’ Case Lake project and agreed to a prepayment of up to C$5 million, while board member Dean L. Seavers resigned on 12 December 2025. This move extends Albemarle’s reach in specialty critical minerals beyond lithium, signaling an effort to broaden its raw‑materials base and revenue mix. We’ll now examine how Albemarle’s new cesium offtake and prepayment agreement could influence its...

If you are wondering whether Celsius Holdings is still a smart consideration after its huge run up, or if the fizz has finally come out of the can, this breakdown will walk you through what the current price really implies. Over the last year the stock is up 37.9%, including a 61.2% gain year to date and a recent 4.2% jump over the past week. This indicates that the market is still reassessing its growth story and risk profile. Recent headlines have focused on Celsius expanding distribution...

LyondellBasell Industries recently presented at the Energy LIVE Conference 2025 in Houston, where Vice President Mariane Maximous outlined advances in Americas feedstock, mechanical recycling, and circular and low-carbon solutions. At the same time, analysts flagged higher input costs, weak demand, and rising competition, highlighting a tension between LYB’s recycling-led transition plans and current operating pressures. We’ll now examine how the analyst downgrade amid cost and demand...

In recent months, Opendoor Technologies has undergone a leadership shake-up and business overhaul, with new CEO Kaz Nejatian shifting the company away from its traditional iBuying model toward a software- and AI-driven platform while pursuing major cost cuts amid continued losses and a difficult US housing market. At the same time, meme-style investor enthusiasm, insider share purchases, and the launch of leveraged ETFs tied to Opendoor have amplified attention on whether this AI-focused...

St. Joe (JOE) is kicking off development of a Publix anchored lifestyle center at Watersound West Bay Center in Panama City Beach, a steady brick and mortar signal of how the company is leaning into corridor growth. See our latest analysis for St. Joe. That corridor story is showing up in the numbers too, with the share price at $62.82 after a roughly 41% year to date share price return and a three year total shareholder return of about 74%, suggesting momentum is building as investors price...

AST SpaceMobile (ASTS) is back in the spotlight as fresh telecom partnerships and chatter about its role in future orbital AI data centers intersect with high profile commentary on the stock’s speculative upside and risks. See our latest analysis for AST SpaceMobile. Those AT&T and Verizon wins, plus the buzz around orbital AI infrastructure, help explain why AST SpaceMobile has a 30 day share price return of 24.92 percent and a three year total shareholder return of 1887.05 percent, even...

KeyCorp (KEY) just laid out a bullish sounding roadmap at the Goldman Sachs conference, talking record revenue, double digit growth and stepped up buybacks, and the stock quickly responded as investors recalibrated expectations. See our latest analysis for KeyCorp. With the latest roadmap in hand, investors seem to be reassessing the risk reward, as a 30 day share price return of 17.25% and a 1 year total shareholder return of 19.44% suggest momentum is building rather than fading. If this...

Mizuho recently upgraded Magnolia Oil & Gas to Outperform, pointing to its attractive inventory quality, strong balance sheet, and consistent above-average cash returns, along with a breakeven inventory cost below US$60 per barrel and underappreciated Gulf Coast natural gas exposure. The upgrade also highlights that Magnolia’s shares now trade at a relative discount on free cash flow to enterprise value, framing it as an unusually inexpensive option among higher-quality exploration and...

Etsy recently reported quarterly revenue of US$678 million, up 2.4% year on year and ahead of analyst expectations, while also unveiling Patina Blue as its 2026 Color of the Year, a blue‑green hue inspired by naturally aged copper. The combination of better‑than‑expected earnings and a color choice linked to rising interest in lived‑in, authentic aesthetics highlights how Etsy is leaning into both data‑backed demand trends and brand identity rooted in distinctive, handcrafted design. Next,...