U.S. Hospitality Stock News

NYSE:UVV
NYSE:UVVTobacco

Universal (UVV) Valuation Check After Recent Share Price Momentum

Why Universal Stock Is On Investors’ Radar Universal (UVV) has drawn attention after recent share price moves, with the stock showing mixed short term returns but positive performance over the month and past 3 months, prompting a closer look at its fundamentals. See our latest analysis for Universal. At a share price of US$57.82, Universal has logged a 30 day share price return of 8.83% and a year to date share price return of 9.97%, while its 1 year total shareholder return of 16.61%...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Qualcomm Balances Chip Shortage Pressures With Expansion Beyond Smartphones

Qualcomm (NasdaqGS:QCOM) reports record revenue and earnings but signals a cautious outlook as global memory chip shortages weigh on smartphone production. Supply constraints are affecting handset manufacturers even where consumer demand exists, creating near term pressure on Qualcomm's core mobile business. The company is accelerating diversification, announcing moves in automotive, IoT, robotics, and data centers, including acquisitions of Alphawave Semi and Ventana Micro Systems. Qualcomm...
NYSE:SITE
NYSE:SITETrade Distributors

Is It Too Late To Consider SiteOne (SITE) After Recent Share Price Gains?

If you are wondering whether SiteOne Landscape Supply is fairly priced at around US$150 a share, you are not alone. This article is here to unpack what that tag might really mean for you. The stock has recently recorded returns of 4.5% over 7 days, 16.3% over 30 days, 20.0% year to date and 12.7% over 1 year, with a much flatter 2.1% over 3 years and an 8.3% decline over 5 years. Recent market attention on SiteOne has been driven mainly by ongoing interest in building products and services...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify And Swanson Health Partnership Highlights AI Subscriptions For Investors

Swanson Health has launched a new eCommerce and subscription platform powered by Shopify and Ordergroove. The platform uses AI driven personalization to support customer engagement and global scalability. The collaboration positions Shopify as a core provider for brands seeking rapid digital commerce transformation. For investors watching Shopify, ticker NasdaqGS:SHOP, this update adds detail on how the platform is being used by established consumer brands. Shopify shares most recently...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

Assessing Willis Lease Finance (WLFC) Valuation After Strong Multi Year Shareholder Returns

Why Willis Lease Finance Has Caught Investor Attention Willis Lease Finance (WLFC) has attracted investor attention after its share price moved sharply in recent months, with gains over the past month and the past three months prompting closer scrutiny of the business. See our latest analysis for Willis Lease Finance. At a latest share price of $200.18, Willis Lease Finance has shown strong momentum, with a 30 day share price return of 34.61% and a 90 day share price return of 66.29%, while...
NasdaqGS:CCB
NasdaqGS:CCBBanks

Does Coastal Financial (CCB) Have a Profitability Puzzle Behind Rising Net Interest Income?

Coastal Financial Corporation recently reported fourth-quarter 2025 results, with net interest income rising to US$79,370,000 from US$72,380,000 a year earlier, while net income eased to US$12,640,000 and diluted earnings per share from continuing operations slipped to US$0.82. The combination of higher net interest income but lower earnings per share highlights shifting profitability drivers within Coastal Financial’s business model during the quarter. We’ll now examine how the higher net...
NYSE:FLS
NYSE:FLSMachinery

Flowserve (FLS) One Off Loss Of US$551.6m Tests Bullish Earnings Growth Narrative

Flowserve (FLS) has wrapped up FY 2025 with fourth quarter revenue of US$1.2 billion and a basic EPS loss of US$0.23, while trailing 12 month figures show revenue of US$4.7 billion and basic EPS of US$2.66. Over recent quarters the company has seen revenue move from US$1.14 billion in Q1 2025 to US$1.22 billion in Q4 2025, with basic EPS ranging from US$0.56 in Q1 to US$1.69 in Q3 before the latest quarterly loss. This sets up a mixed picture for profitability and margins. See our full...
NYSE:LW
NYSE:LWFood

A Look At Lamb Weston (LW) Valuation After Executive Chair And CFO Appointments

Lamb Weston Holdings (LW) has been in focus after the board appointed Jan Eli B. Craps as Executive Chair and named James D. Gray as incoming CFO, both supported by substantial equity-based incentives and a new inducement stock plan. See our latest analysis for Lamb Weston Holdings. The leadership shake up and new inducement stock plan have arrived alongside strong recent momentum, with a 24.4% 1 month share price return and year to date gain of 18.52%. However, the 1 year total shareholder...
NasdaqCM:ABAT
NasdaqCM:ABATMetals and Mining

Did Earnings Progress and New EV-Savvy CFO Just Shift American Battery Technology's (ABAT) Investment Narrative?

American Battery Technology Company recently reported past second-quarter 2026 results showing sales rising to US$4.76 million and basic loss per share from continuing operations narrowing to US$0.07, while also filing a US$46.25 million shelf registration for 13,103,332 common shares related to its employee stock ownership plan. At the same time, the company announced leadership changes, including appointing experienced automotive and battery finance executive Alejandro Flores Arteaga as...
NYSE:ITW
NYSE:ITWMachinery

Illinois Tool Works (ITW) Is Up 12.4% After Raising EPS Outlook And Completing US$3 Billion Buyback – Has The Bull Case Changed?

In early February 2026, Illinois Tool Works reported fourth-quarter 2025 results showing higher sales of US$4,093 million and increased earnings per share, while full-year profits eased even as revenue inched up to US$16.04 billions. The company coupled these results with 2026 guidance calling for modest revenue growth and higher GAAP EPS, plus completion of a US$3.01 billions buyback that reduced its share count by just over 4% since August 2023. With these earnings, 2026 guidance, and...
NYSE:EVR
NYSE:EVRCapital Markets

Did Record 2025 Results, Capital Returns, and EMEA Hire Just Shift Evercore's (EVR) Investment Narrative?

Evercore Inc. reported past fourth-quarter 2025 revenue of US$1,297.03 million and net income of US$203.95 million, capping a year in which full-year revenue rose to US$3.88 billion and net income reached US$591.92 million. The firm coupled these record results with a quarterly dividend of US$0.84 per share, share repurchases totaling 829,918 shares under its 2025 program, and the hiring of senior consumer banker Jonathan Dale to bolster its EMEA franchise. We’ll now examine how this...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Mighty Hornet IV Test Puts Taiwan Drone Opportunity In Focus

Kratos Defense & Security Solutions and Taiwan’s NCSIST have completed a successful test of the Mighty Hornet IV Attack UAV. The test validated systems integration and operational performance, supporting plans to produce and deploy large numbers of these drones in Taiwan. This collaboration reflects deeper defense ties between the US and Taiwan and aims to supply advanced, cost-focused unmanned systems for the Asia Pacific region. For investors watching NasdaqGS:KTOS, this test fits into a...
NYSE:UBER
NYSE:UBERTransportation

Assessing Uber Technologies (UBER) Valuation After Recent Share Price Pullback

What recent returns say about Uber Technologies (UBER) Uber Technologies (UBER) has seen its share price under pressure recently, with a 0.6% decline over the past day, 6.6% over the past week, and double digit declines over the past month and past 3 months. See our latest analysis for Uber Technologies. Zooming out, the recent share price pullback sits against a more mixed picture, with a year to date share price return of a 9.76% decline but a 3 year total shareholder return of 117.99%,...
NYSE:CBT
NYSE:CBTChemicals

Cabot’s PowerCo Battery Deal and Active Capital Moves Could Be A Game Changer For Cabot (CBT)

Cabot Corporation recently reported fiscal first-quarter 2026 results showing lower sales of US$849 million and net income of US$73 million year on year, while still delivering adjusted earnings per share ahead of analyst expectations. At the same time, Cabot advanced its portfolio by securing a multi-year conductive carbons supply deal with PowerCo SE, completing the Mexico Carbon Manufacturing acquisition, continuing share repurchases, and affirming a US$0.45 quarterly dividend,...
NYSE:CI
NYSE:CIHealthcare

Cigna FTC Settlement Reshapes Express Scripts Model And Investor Outlook

Cigna Group (NYSE: CI) has reached a landmark settlement with the Federal Trade Commission affecting its Express Scripts pharmacy benefit operations. The agreement requires the company to eliminate spread pricing, increase fee and rebate transparency, relocate group purchasing activities to the U.S., and adopt new cost models for independent pharmacies. This settlement introduces binding changes to how Cigna structures and discloses elements of its pharmacy benefit management...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

A Look At Constellation Energy (CEG) Valuation After Calpine Deal And New Power Policy Proposals

Government plans for emergency power auctions, rate caps, and new plants have put Constellation Energy (CEG) in the spotlight just as its Calpine acquisition creates the nation’s largest electric producer and reshapes its clean energy mix. See our latest analysis for Constellation Energy. Those policy headlines and the Calpine deal have landed on a stock that was already under pressure, with a 30 day share price return of a 22.8% decline and a year to date share price return of a 28.6%...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI) Earnings Surge And 29.9% Margin Intensify Debate On Non Cash Profit Quality

Ubiquiti (UI) has just posted Q2 2026 results with revenue of US$814.9 million and basic EPS of US$3.86, backed by trailing twelve month revenue of about US$3.0 billion and basic EPS of US$14.69 that reflect the recent earnings surge. The company has seen quarterly revenue move from US$599.9 million in Q2 2025 to US$814.9 million in Q2 2026, while quarterly basic EPS shifted from US$2.26 to US$3.86 over the same period. This sets up a story where the headline growth rates and a 29.9% net...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

A Look At Federal Home Loan Mortgage (OTCPK:FMCC) Valuation After Mortgage Rates Hit Multi Year Lows

Mortgage rate shift and what it could mean for Federal Home Loan Mortgage Federal Home Loan Mortgage (FMCC) has drawn fresh attention after its latest Primary Mortgage Market Survey showed the 30 year fixed-rate mortgage averaging 6.11%, described internally as the lowest level in years. See our latest analysis for Federal Home Loan Mortgage. Despite the mortgage survey pointing to improved affordability, Federal Home Loan Mortgage’s recent share price return has been weak, with a 30 day...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Why American Superconductor (AMSC) Is Down 5.8% After Tax-Boosted Record Earnings And Raised Guidance

In early February 2026, American Superconductor reported third-quarter fiscal 2025 results showing sales rising to US$74.53 million and net income jumping to US$117.81 million, alongside guidance for fourth-quarter revenues above US$80.0 million and net income above US$3.0 million. An interesting angle is that this record profitability was heavily influenced by a discrete tax benefit, highlighting how balance sheet changes can materially affect reported earnings beyond operational...
NYSE:CAG
NYSE:CAGFood

Assessing Conagra Brands (CAG) Valuation After A Quiet Share Price Rebound

Recent performance snapshot With no single headline event driving the move, Conagra Brands (CAG) has quietly posted a solid month. The share price recently closed at $19.35 and has shown positive returns over the past month and past 3 months. See our latest analysis for Conagra Brands. That recent upswing sits against a softer long run picture, with a 30 day share price return of 20.34% and a 1 year total shareholder return decline of 16.17%, suggesting momentum has picked up after a tougher...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

TFS Financial (TFSL) Valuation Check After Recent Share Price Momentum

What recent performance says about TFS Financial TFS Financial (TFSL) has caught investor attention after a recent share price move, with the stock showing gains over the past week, month, and past 3 months that stand out within regional banking peers. The company reports annual revenue of US$327.371m and net income of US$89.338m. This gives investors concrete earnings to compare with its latest share price of US$14.92 and recent return profile. See our latest analysis for TFS...
NYSE:AU
NYSE:AUMetals and Mining

Why AngloGold Ashanti (AU) Is Up 11.9% After Boosting Dividends With Tier 1 Asset Shift

AngloGold Ashanti has already released its Q4 2025 results, confirming an additional dividend on top of its regular payout to meet its annual distribution targets and align with its plan to return about half of free cash flows to investors. This announcement follows a series of portfolio changes that shifted capital away from higher-cost Tier 2 operations toward Tier 1 assets, aiming to support earnings and cash generation alongside firm gold prices. Next, we will consider how this increased...
NYSE:MPC
NYSE:MPCOil and Gas

Why Marathon Petroleum (MPC) Is Up 15.2% After Q4 Earnings And Refinery Upgrade Plans

Marathon Petroleum reported fourth-quarter 2025 results with revenue of US$33.42 billion and net income of US$1.54 billion, alongside ongoing share repurchases and a US$1.00 per-share dividend declared for payment in March 2026. The company paired strong refining and midstream performance with targeted high-return projects at its Garyville and El Paso refineries, signaling a focus on higher-value output and disciplined capital use. We will now examine how the margin-accretive Garyville and...
NYSE:PRLB
NYSE:PRLBMachinery

Proto Labs (PRLB) Margin Improvement Tests Bullish High P/E Narrative

Proto Labs (PRLB) has wrapped up FY 2025 with Q4 revenue of US$136.5 million and basic EPS of US$0.25, capping off a year in which trailing twelve month revenue reached US$533.1 million and EPS came in at US$0.89. Over the past year, revenue has moved from US$500.9 million to US$533.1 million on a trailing basis while EPS shifted from US$0.66 to US$0.89, and quarterly revenue has stepped up from US$121.8 million in Q4 2024 to US$136.5 million in Q4 2025. For investors, the key storyline now...