Sharemaestro Newsreel

Earnings call transcript: Sigma Lithium posts record Q2 2026 revenue, shares fall

Key Points Interested in Sigma Lithium Corporation? Here are five stocks we like better. Record Q2 performance: Sigma Lithium produced 35,400 tons of lithium concentrate, up 52% quarter over quarter, generating a record $55 million in revenue, a 60% gross margin and a 47% …

Analysts Issue Forecasts for USA Rare Earth FY2028 Earnings

Albemarle Stock Slides 28% in 3 Months: Should You Buy the Dip?

Albemarle Corporation's ALB shares have tumbled 27.7% in the past three months, underperforming the Zacks Chemical - Diversified industry decline of 8.3% and the S&P 500's 3.2% increase. Falling lithium market prices have been weighing on ALB stock. Lithium prices have pulled back amid …

Nucor to Invest $59 Million in Major Vulcraft Indiana Expansion

Nucor Corporation NUE will invest $59 million to expand its Vulcraft Indiana manufacturing facility in St. Joe, IN, adding capabilities to produce steel grating products. The investment is expected to create 20 new full-time jobs, in addition to the more than 300 employees currently …

Martin Marietta Materials, Inc. (NYSE:MLM) Raises Dividend to $0.84 Per Share

Martin Marietta Materials (NYSE:MLM) has increased its quarterly dividend by 1.2% to $0.84 per share, marking its ninth consecutive year of dividend increases. The dividend, payable on September 30th to shareholders of record on September 1st, is well-covered with a low payout ratio of …

Mining paused, Sigma Lithium expects a near-term restart

Franco-Nevada Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Mako Mining sold 14,610 ounces of gold at $4,201 per ounce

New manufacturing plant to bring over 100 new jobs to Upstate

UFP Packaging is investing $5.31 million to open a new industrial packaging manufacturing plant in Gaffney, Cherokee County, South Carolina. This new facility, which will produce wood packaging products, is expected to create 136 new jobs. Operations are anticipated to begin in 2027, further …

Coeur Mining (CDE) Just Topped $1B in Quarterly Revenue. Can It Last?

Coeur Mining (NYSE:CDE) just delivered the biggest quarter in its history on August 6. Quarterly revenue crossed $1 billion for the first time, powered by the first full quarter of contributions from the newly acquired New Afton and Rainy River mines. Free cash flow …

Mosaic (NYSE:MOS) Downgraded by Freedom Capital to Strong Sell

Freedom Capital downgraded Mosaic (NYSE:MOS) from a "strong-buy" to a "strong sell," following a similar downgrade by Wall Street Zen. Despite the recent downgrades and several analysts reducing price targets, the broader consensus remains a "Hold" with an average price target of $27.17. Mosaic's …

Thermal Spray Service Competitive Landscape Led by Oerlikon Metco, TOCALO, StandardAero, Linde Surface Technologies and Chromalloy

The global thermal spray service market, valued at USD 6.29 billion in 2025, is projected to reach USD 12.05 billion by 2035 with a CAGR of 6.6%. This growth is driven by increasing demand from energy transition infrastructure, gas turbine installations, and the adoption …

Zacks.com featured highlights include PC Connection, Everus Construction, Blue Bird, Expeditors International of Washington and Valero Energy

For Immediate Release Chicago, IL – August 14, 2026 – Stocks in this week's article are PC Connection CNXN, Everus Construction Group Inc. ECG, Blue Bird BLBD, Expeditors International of Washington EXPD and Valero Energy VLO. Use DuPont Analysis to Pick 5 Top-Ranked Quality …

PFG Advisors Invests $1.13 Million in Air Products and Chemicals, Inc. $APD

PFG Advisors initiated a new stake in Air Products and Chemicals (NYSE:APD) during the second quarter, purchasing shares valued at approximately $1.13 million. Institutional investors collectively hold 81.66% of the company, which maintains a "Moderate Buy" consensus rating from analysts. Air Products and Chemicals …

Tran Capital Management L.P. Has $687,000 Stock Position in Air Products and Chemicals, Inc. $APD

Tran Capital Management L.P. significantly reduced its stake in Air Products and Chemicals (NYSE:APD) by 92% in Q2, retaining shares worth $687,000. Despite this, other hedge funds increased their positions in the company. Air Products and Chemicals reported strong quarterly earnings, beating EPS estimates, …

Europe Liquid Hydrogen Market Report 2026–2035: Evaluating $13.1 Billion Forecast, Cryogenic Distribution, and Strategies of Linde, Air Liquide, Chart Industries, and Air Products

Company Logo Accelerating decarbonization mandates across European heavy transport, maritime shipping, aerospace, and high-temperature industrial manufacturing, highlighted by market leader Linde plc's (>22% share) distribution expansions, Air Liquide's bulk cryogenic supply commitments, and cryogenic equipment rollouts from Chart Industries and Air Products are propelling …

Steel Dynamics, Inc. $STLD Stake Boosted by Handelsbanken Fonder AB

Handelsbanken Fonder AB increased its stake in Steel Dynamics, Inc. (NASDAQ:STLD) by 19.3% in the second quarter, bringing its total holdings to 44,600 shares valued at $10.2 million. Institutional investors now own 82.41% of the company. Steel Dynamics also reported strong Q2 earnings, surpassing …

Royal Bank of Canada Sells 225,935 Shares of First Majestic Silver Corp. $AG

Royal Bank of Canada reduced its stake in First Majestic Silver Corp. by 50% in the first quarter, selling 225,935 shares and retaining 226,376 shares valued at $4.86 million. Institutional investors now own 27.16% of the company. Despite recent earnings missing expectations, analysts maintain …

Royal Bank of Canada Raises Stake in UFP Industries, Inc. $UFPI

Royal Bank of Canada increased its stake in UFP Industries, Inc. by 50.2% in the first quarter, now holding 52,008 shares valued at approximately $4.8 million. The company reported strong quarterly earnings of $1.48 per share, surpassing estimates, and declared a quarterly dividend of …

Metallus (MTUS) Q1 2025 Earnings Report - Results, Call & Slides

Direct Lithium Extraction Sustainability Award Could Be A Game Changer For DuPont de Nemours (DD)

D.A. Davidson & CO. Cuts Stock Position in MP Materials Corp. $MP

Reliance Steel closes 0.2% below its yearly high as valuation stretch becomes the cleaner risk

RS gained 4.4% for the week and is up 17.6% over 12 weeks, but the move came on average volume while the stock trades 43.2% above Sharemaestro Fair Value.

Westlake (WLK) Stock Looks About Right On A 35% Slide

Westlake (WLK) stock has seen a 35% decline over the past three years, but its current valuation, based on P/S ratio and market multiples, suggests it is now trading in a fair range. The company's future cash generation potential supports the current share price, …

Empowered Funds LLC Cuts Stock Holdings in Eldorado Gold Corporation $EGO

POSCO HOLDINGS INC. Stock 12‑Month Price Target Cut to $77.63, Implies 37% Upside

Analysts have revised their 12-month average price target for POSCO HOLDINGS INC. stock down to $77.63 from $79.65, with a range of $52.61 to $95.65. This new target suggests a potential upside of approximately 37% based on the August 13 closing price. The consensus …

Bank of America Corp DE Purchases 454,985 Shares of Calumet, Inc. $CLMT

Bank of America Corp DE significantly increased its stake in Calumet, Inc. (NASDAQ:CLMT) by 65.1% in the first quarter, adding 454,985 shares to reach a total holding of 1.15 million shares valued at $41.4 million. Despite a 40.8% year-over-year revenue increase to $1.45 billion, …

MP Materials vs. The Metals Company: Which Critical-Minerals Stock Is the Smarter Long-Term Buy?

Key Points The Metals Company offers higher upside but also higher risk. Commercial execution gives MP Materials the long-term advantage. Both target critical minerals, but only one is proven.10 stocks we like better than MP Materials › Demand for critical minerals is growing as …

Loma Negra (LOMA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, Aug. 7, 2026 at 12:00 p.m. ET CALL PARTICIPANTS Head of IR - Diego JalónChief Executive Officer and Vice Chairman of the Board of Directors - Sergio Damian FaifmanChief Financial Officer - Marcos Isabelino Gradin TAKEAWAYS Consolidated …

Wheaton Precious Metals (WPM) Q2 2026 Earnings Call Transcript

Wheaton Precious Metals (WPM) reported record financial and operational results for Q2 2026, driven by higher commodity prices and increased sales volumes, including a $4.3 billion silver stream acquisition at Antamina. The company achieved $929 million in revenue and $543 million in net earnings, …

CF Industries (CF) Stock May Be Cheap After Blue Point One Push

CF Industries Holdings (CF) stock appears undervalued despite a 200% share price gain over five years. Analysis using a Discounted Cash Flow (DCF) model suggests the stock is 32.1% undervalued with an intrinsic value of $172 per share, and its P/E ratio of 8.4x …

Martin Marietta Materials raises dividend to $0.84 per share

* Martin Marietta Materials (MLM [https://seekingalpha.com/symbol/MLM]) declares $0.84/share quarterly dividend [https://seekingalpha.com/pr/20619149-martin-marietta-increases-quarterly-cash-dividend], 1.2% increase from prior dividend of $0.83. * Forward yield [https://seekingalpha.com/symbol/MLM/dividends/yield?source=news_bullet] 0.62% * Payable Sept. 30; for shareholders of record Sept. 1; ex-div Sept. 1. * See MLM Dividend Scorecard, Yield Chart, & …

TMC the metals Q2 Earnings Call Highlights