Commodities Forecast

Business

Kennametal Beats Q2 Forecasts on Pricing Power and Restructuring Gains, Raises Full-Year Outlook

Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.

Feb 5, 2026

Business

Equifax Beats Q4 Forecasts, Eyes Growth in 2026 Despite Mortgage Market Headwinds

Equifax closed 2025 with stronger-than-expected results, fueled by its Workforce Solutions and USIS divisions. While navigating a choppy mortgage landscape, the credit bureau is betting on proprietary data and AI to drive future growth, even as rising FICO royalty costs pressure reported margins.

Feb 5, 2026

Business

Bunge Charts Post-Viterra Course: Integration Ahead of Plan, But Biofuel Policy Clouds 2026 Outlook

Bunge Global reported a mixed fourth quarter, with adjusted earnings slightly below the prior year. While integration synergies from the Viterra merger are materializing faster than expected, management offered a cautious initial 2026 forecast, citing limited visibility—particularly from pending U.S. biofuel policy—and an earnings cadence heavily weighted to the year's second half.

Feb 5, 2026

Business

Tenable Surpasses Forecasts as AI Security Fears Drive Platform Adoption

Cybersecurity firm Tenable posted stronger-than-expected Q4 and full-year 2025 results, crediting robust demand for its Tenable One platform fueled by corporate urgency to manage AI-related risks. The company also announced an expanded share buyback program and provided an outlook that projects it will cross the $1 billion annual revenue threshold in 2026.

Feb 5, 2026

Business

Cocoa Market Slumps as Supply Glut Meets Weak Chocolate Demand

Cocoa futures tumbled this week, with prices hitting multi-year lows, as forecasts of robust global supplies collide with persistent consumer resistance to high chocolate prices. Analysts point to a significant market surplus ahead.

Feb 4, 2026

Business

Gold and Silver Stage Second-Day Rebound as Dip Buyers Emerge After Plunge

Precious metals claw back gains for a second consecutive session, with analysts debating the sustainability of the recovery amid ongoing market volatility and central bank demand forecasts.

Feb 4, 2026

Business

U.S. Economy Defies Gravity: How Sky-High Tariffs Failed to Trigger the Forecasted Downturn

Contrary to widespread economic predictions, aggressive U.S. tariff policies have not stalled growth, forcing a reassessment of trade shock models and policy impacts.

Feb 4, 2026

Business

Enact Holdings Beats Profit Forecasts, Fuels Optimism with Strong Credit and Capital Return Plan

Mortgage insurer Enact Holdings (ACT) reported solid fourth-quarter results, surpassing earnings expectations and outlining a significant shareholder return program, as disciplined expense management and resilient credit metrics bolster confidence.

Feb 4, 2026

Business

Transcat Beats Revenue Forecasts on Rental and Regulated Market Strength, Though Margins Face Headwinds

Transcat (TRNS) posted a 25.6% year-over-year revenue jump to $83.86 million in Q4 CY2025, surpassing analyst expectations. However, non-GAAP earnings of $0.26 per share fell short of estimates by 17.5%, reflecting near-term investments in growth.

Feb 4, 2026

Business

Flex Beats Q3 Forecasts on Surging Data Center Demand, Raises Full-Year Outlook

The global manufacturing solutions provider posts record revenue of $7.1 billion, driven by a 35% surge in its data center business. CEO Revathi Advaithi credits the company's integrated approach to power, cooling, and compute for capitalizing on the AI infrastructure boom.

Feb 4, 2026

Business

IAMGold Sees Price Target Boosted to $23 by Scotiabank Amid Surging Precious Metals Outlook

Scotiabank has raised its price target for IAMGold Corporation (IAG) to $23, citing record gold and silver price forecasts fueled by economic uncertainty and central bank demand. The move follows similar upgrades from other major banks.

Feb 4, 2026

Business

Flex Beats Street Forecasts with Strong Q4, Fueled by Diversified Model and Data Center Demand

Manufacturing giant Flex (NASDAQ: FLEX) delivered a robust fourth-quarter performance for CY2025, surpassing revenue and profit expectations. The company's results highlight the resilience of its diversified industrial portfolio amid a complex global economic landscape.

Feb 4, 2026

Business

Vishay Intertechnology Beats Q4 Revenue Forecasts, Fueled by Industrial and AI Demand

Vishay Intertechnology (NYSE: VSH) reported stronger-than-anticipated fourth-quarter sales, driven by robust demand in industrial and AI-adjacent power markets. While profit met expectations, elevated inventory levels and a mixed long-term growth record present a nuanced picture for investors.

Feb 4, 2026

Business

Coffee Futures Plunge on Weather Shift, But Market Structure Hints at Deeper Supply Concerns

A sharp selloff in coffee futures Tuesday, triggered by improved weather forecasts, contrasts with a persistently tight forward market structure, leaving traders to weigh short-term relief against long-term supply deficits.

Feb 4, 2026

Business

IDEX Beats Q4 Revenue Forecasts, but Long-Term Growth Trajectory Raises Questions

Industrial manufacturer IDEX Corporation (NYSE:IEX) reported stronger-than-expected fourth-quarter revenue of $899.1 million, surpassing analyst estimates. However, a deeper look reveals slowing organic growth and margin pressures that temper the headline beat.

Feb 4, 2026

Business

CME Group Posts Steady Q4 Revenue, Meets Expectations as Derivatives Demand Holds Firm

CME Group reported fourth-quarter revenue of $1.65 billion, aligning with analyst forecasts, as the world's largest derivatives exchange continues to benefit from sustained market volatility and hedging activity.

Feb 4, 2026

Business

Wall Street Veteran Ed Yardeni Sees Gold Surging to $10,000 Amid Global Monetary Shifts

Following a sharp correction from record highs, gold's long-term bull case remains strong, argues famed strategist Ed Yardeni. He forecasts a path to $10,000/oz by 2029, driven by central bank demand and its role as a 'physical Bitcoin' in a fragmenting financial world.

Feb 4, 2026

Business

Oaktree Specialty Lending Meets Q4 Revenue Forecasts Amid Profit Shortfall and Shifting Market Dynamics

Oaktree Specialty Lending (OCSL) reported fourth-quarter revenue in line with Wall Street expectations at $75.1 million, though sales declined 13.3% year-over-year. Non-GAAP earnings per share of $0.06 fell sharply below analyst consensus, highlighting challenges in the current lending environment.

Feb 4, 2026

Business

HP Navigates Sudden CEO Transition While Holding Firm on Financial Forecasts

HP Inc. faces a period of unexpected leadership change as CEO Enrique Lores departs for PayPal. With interim CEO Bruce Broussard at the helm and a search underway, the company reaffirms its 2026 earnings outlook, signaling stability amidst uncertainty for the PC and printing giant.

Feb 4, 2026

Business

Bunge Surpasses Q4 Profit Forecasts on Broad-Based Segment Strength

Global agribusiness giant Bunge Ltd. reported stronger-than-expected fourth-quarter earnings, driven by robust performance across its diversified portfolio, outpacing Wall Street projections.

Feb 4, 2026