Back to top

basic-materials: Archive

Madhurima Das

CCJ Falls 27.6% in 6 Months as Execution Risks Test the Nuclear Thesis

Cameco shares have fallen 27.6% in six months as earnings volatility, mine disruptions and rising costs challenge its exposure to strong nuclear demand.

CCJNegative Net Change CEGPositive Net Change LEUNegative Net Change

Madhurima Das

Cameco's Raised Revenue Outlook Faces a Crucial Execution Test Ahead

CCJ raised its 2026 revenue outlook to C$3.32-C$3.57 billion, but production disruptions, rising costs and Westinghouse execution will test its ability to deliver.

CCJNegative Net Change CEGPositive Net Change LEUNegative Net Change

Madhurima Das

Is Cameco Worth Buying as Premium Valuation Meets Execution Risk?

Cameco offers broad nuclear fuel-cycle exposure and long-term growth potential, but a premium valuation, volatile earnings and execution risks warrant patience.

CCJNegative Net Change CEGPositive Net Change LEUNegative Net Change

Zacks Equity Research

SW Q3 Earnings Miss Estimates on Higher Costs, Weak Volumes

Smurfit Westrock misses Q3 on earnings as higher freight, energy and raw material costs, plus weak volumes, pressure margins and lower its 2026 EBITDA outlook.

SWPositive Net Change IPPositive Net Change PKGPositive Net Change RYAMNegative Net Change

Zacks Equity Research

IP Q3 Earnings Beat Estimates, Sales Miss on Lower Volumes

International Paper beats Q3 earnings estimates as North American profits rebound, but lower volumes, EMEA weakness and negative free cash flow weigh on results.

IPPositive Net Change PKGPositive Net Change RYAMNegative Net Change SWPositive Net Change

Madhurima Das

Energy Fuels Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?

UUUU is expected to deliver 112.3% growth in Q3 revenues on higher uranium prices and sales, but elevated costs and valuation concerns warrant caution.

UUUUNegative Net Change CCJNegative Net Change LEUNegative Net Change

Zacks Equity Research

VMI Q3 Earnings Beat Estimates on Utility Strength, Sales Miss

Valmont's Q3 2026 earnings beat estimates on strong Utility and Coatings sales, despite a revenue miss and Agriculture weakness, prompting a higher EPS outlook.

VMINegative Net Change RSPositive Net Change ASMNegative Net Change AVNTPositive Net Change

Zacks Equity Research

PPG Q3 Earnings Beat Estimates, Revenues Up Y/Y on Aerospace Strength

PPG's Q3 2026 earnings and revenues beat estimates, fueled by aerospace strength, higher prices and volumes, prompting an improved full-year earnings outlook.

PPGPositive Net Change RSPositive Net Change ASMNegative Net Change AVNTPositive Net Change

Zacks Equity Research

BASFY Expands APG Manufacturing Facility in Cincinnati

BASF expands APG production capacity in Cincinnati to meet growing North American demand for biodegradable surfactants and strengthen regional supply reliability.

BASFYPositive Net Change RSPositive Net Change ASMNegative Net Change AVNTPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Anthropic IPO Buoys Markets

ATI, DK and MPC emerge as momentum picks amid the Anthropic IPO-led rally, combining strong annual gains with recent share-price pullbacks.

ATIPositive Net Change DKPositive Net Change MPCNegative Net Change