What Happened?
A number of stocks fell in the afternoon session after geopolitical tensions in the Middle East escalated, sent oil prices soaring and reignited inflation concerns.
The Dow Jones Industrial Average fell over 1,000 points as the conflict involving the U.S. and Iran disrupted global energy markets, particularly through crucial shipping routes like the Strait of Hormuz. A barrel of Brent crude, the international benchmark, rose toward $85, stoking fears of a new wave of inflation. This spike in energy costs puts the Federal Reserve in a difficult position, as it may complicate future monetary policy decisions and delay potential interest rate cuts. The broad-based sell-off hit multiple sectors, with airline and retail stocks falling sharply on concerns of higher fuel costs and reduced consumer spending power.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Renewable Energy company FuelCell Energy (NASDAQ: FCEL) fell 6.8%. Is now the time to buy FuelCell Energy? Access our full analysis report here, it’s free.
- HVAC and Water Systems company Advanced Drainage (NYSE: WMS) fell 7.5%. Is now the time to buy Advanced Drainage? Access our full analysis report here, it’s free.
- HVAC and Water Systems company Northwest Pipe (NASDAQ: NWPX) fell 5.2%. Is now the time to buy Northwest Pipe? Access our full analysis report here, it’s free.
- Electronic Components company Bel Fuse (NASDAQ: BELFA) fell 6.1%. Is now the time to buy Bel Fuse? Access our full analysis report here, it’s free.
- Home Construction Materials company JELD-WEN (NYSE: JELD) fell 7.7%. Is now the time to buy JELD-WEN? Access our full analysis report here, it’s free.
Zooming In On JELD-WEN (JELD)
JELD-WEN’s shares are extremely volatile and have had 54 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 15 days ago when the stock gained 25.8% on the news that it reported fourth-quarter financial results that showed better-than-expected operational performance despite a decline in sales.
While revenue of $802 million was down 10.5% from the previous year, it surpassed analysts' estimates. However, the company's loss per share of $0.47 was wider than Wall Street had forecast. The positive market reaction appeared to stem from the company's underlying operational strength. Adjusted EBITDA, a measure of profitability, came in at $14.8 million, which was significantly better than the $7.91 million that analysts had expected.
Furthermore, free cash flow turned positive, showing a notable improvement from a negative figure in the same quarter of the prior year.
Despite these bright spots, JELD-WEN provided a full-year 2026 revenue and EBITDA forecast that fell below current analyst projections. The stock's strong performance suggested investors weighed the impressive operational execution and cost management more heavily than the soft sales and guidance.
JELD-WEN is down 24.8% since the beginning of the year, and at $1.87 per share, it is trading 72.4% below its 52-week high of $6.76 from September 2025. Investors who bought $1,000 worth of JELD-WEN’s shares 5 years ago would now be looking at an investment worth $67.32.
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