What Happened?
A number of stocks fell in the afternoon session after U.S. stocks fell as concerns grew over the risk of stagflation, a mix of slow economic growth and high inflation, due to the ongoing conflict with Iran.
The war escalated into a global energy supply shock, with disruptions to cargo in the Strait of Hormuz pushing Brent crude oil prices above $100 per barrel. This surge in energy costs raised fears of persistent inflation that could harm the global economy. Compounding these concerns, recent data showed the U.S. economy was already weakening before the conflict, with the fourth-quarter 2025 growth estimate revised down to a sluggish 0.7% annual rate. This combination of slowing growth and rising inflation had investors worried, as it complicates the Federal Reserve's policy path and threatens both corporate profits and 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:
- Agricultural Machinery company Titan International (NYSE: TWI) fell 6.7%. Is now the time to buy Titan International? Access our full analysis report here, it’s free.
- General Industrial Machinery company Columbus McKinnon (NASDAQ: CMCO) fell 4%. Is now the time to buy Columbus McKinnon? Access our full analysis report here, it’s free.
- Aerospace company Astronics (NASDAQ: ATRO) fell 4.5%. Is now the time to buy Astronics? Access our full analysis report here, it’s free.
- Electrical Systems company Powell (NASDAQ: POWL) fell 2.9%. Is now the time to buy Powell? Access our full analysis report here, it’s free.
- Maintenance and Repair Distributors company Distribution Solutions (NASDAQ: DSGR) fell 1.7%. Is now the time to buy Distribution Solutions? Access our full analysis report here, it’s free.
Zooming In On Titan International (TWI)
Titan International’s shares are very volatile and have had 29 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 4 days ago when the stock dropped 6.2% on the news that oil prices surged amid escalating conflict in the Middle East.
Brent crude prices soared past $110 a barrel for the first time since 2022 as the conflict threatens oil production and key shipping routes, such as the Strait of Hormuz. The disruption reportedly halted over 20 million barrels of oil per day. For the industrial sector, which includes manufacturing, transportation, and construction companies, higher oil prices translate directly into increased operational costs. Elevated fuel and energy expenses can shrink profit margins and signal a potential slowdown in economic activity, weighing heavily on investor sentiment for cyclical stocks.
Titan International is down 7.4% since the beginning of the year, and at $7.37 per share, it is trading 35.3% below its 52-week high of $11.40 from February 2026. Investors who bought $1,000 worth of Titan International’s shares 5 years ago would now be looking at an investment worth $790.88.
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