Investment bank Macquarie has raised its rating on NIO Inc. (NYSE:NIO) from Neutral to Outperform, citing better-than-expected fourth-quarter delivery figures and the growing success of its battery subscription model. The firm also increased its price target to $6.10.
Amprius Technologies' shares have skyrocketed over 300% in the past year, driven by excitement around its silicon-anode battery technology. However, a deep dive into the company's financials reveals a significant valuation gap, raising questions about whether the stock's momentum has outpaced its fundamentals.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
The U.S. government's $1.6 billion commitment to USA Rare Earth signals a strategic pivot towards fostering competition in the critical minerals sector, reducing price supports and introducing new volatility. As policy shifts, industry leader MP Materials counters with record production and expanded magnet manufacturing, highlighting the intensifying race to secure a domestic supply chain for EVs and defense.
Amid market volatility, a detailed investment thesis circulating among retail investors makes the case for Cabot Corporation's resilience and growth potential, driven by its entrenched position in tire manufacturing and strategic pivot to electric vehicle markets.
Amprius Technologies' stock surged following the announcement of its first domestic manufacturing partnership with Nanotech Energy, a strategic move to establish a U.S.-based supply chain for its advanced silicon-anode batteries, crucial for defense and aerospace sectors under new sourcing rules.
A damning report from the European Court of Auditors reveals the bloc is falling dangerously behind in securing the lithium, cobalt, and nickel needed for its energy transition, leaving climate goals and strategic autonomy in jeopardy.
A South Korean family's paper wealth soared past $800 million after their company, L&F Co., inked a landmark battery materials deal with Tesla. Less than two years later, a quiet regulatory filing slashed the contract's value by 99.9997%, a collapse tied directly to Tesla's production struggles with its Cybertruck and 4680 battery cells.
As QuantumScape shares hover near $10, a stark divergence emerges between its discounted cash flow valuation and its price-to-book ratio. With the stock down year-to-date but up sharply over one year, investors are weighing the promise of solid-state batteries against execution risks and market volatility.
The new campus in McBee, SC, aims to bolster North American supply chains for critical minerals, starting with a 2,000-ton annual processing capacity for magnet scrap.
With a $1 billion war chest and a veteran industrialist at the helm, QXO, Inc. is embarking on an ambitious mission to consolidate the fragmented U.S. building products distribution market. We examine the bullish case, the risks, and what it means for investors.
As data center power demands surge and U.S. tariffs on Chinese lithium-ion batteries loom, Eos Energy Enterprises' non-lithium, zinc-based storage technology is attracting investor attention for its potential in grid-scale and data center applications.
The energy startup, founded by Michael Dell's son, seeks city incentives for a major manufacturing facility, planning to significantly expand its Austin workforce while transitioning from a temporary home in the former Statesman building.
An international firm plans to extract lithium from oil field wastewater by 2027, potentially turning an environmental liability into a cornerstone of the state's economy and America's energy independence push.
OrthoLite subsidiary Cirql releases data showing its recycled material formulas can cut the carbon footprint of midsoles by up to 39%, as the footwear industry faces mounting pressure to meet sustainability targets.
Panasonic Energy announced its De Soto facility is scaling up to 50% operational capacity within months, with construction on a major second wing now underway, signaling robust growth amid a shifting EV policy landscape.
Entegris (ENTG) stock has captivated the market with a blistering 33% rally over the past month, extending a year-to-date gain of over 33%. As shares hover near $119, investors are grappling with a critical question: has the run-up outpaced the company's fundamental value?
Shares in Japanese electronics component maker TDK Corp. jumped over 11% after the company lifted its full-year profit outlook, powered by strong sales to smartphone makers and steady data center demand, easing investor concerns over memory market volatility.
Despite solid revenue growth, Microvast Holdings (NASDAQ: MVST) has seen its share price collapse over the past five years, erasing billions in market value and testing the patience of long-term investors.
A damning report from the EU's financial watchdog reveals the bloc's struggle to secure the minerals essential for its climate goals, highlighting failed trade deals, stalled recycling, and persistent over-reliance on external suppliers.
