U.S. Hospitality Stock News

Context on Berkshire Hathaway’s recent performance Berkshire Hathaway (BRK.B) has seen mixed return figures, including a 1 day decline of 1.1% and a roughly 3.9% drop over the past month. This may prompt investors to reassess the stock’s recent moves. See our latest analysis for Berkshire Hathaway. Looking past the recent weakness, with a year-to-date share price return of a 3.6% decline and a 1-year total shareholder return of 3.4%, Berkshire Hathaway’s short-term momentum looks softer...

ManpowerGroup recently released its 2026 Global Talent Barometer and participated in the World Economic Forum Annual Meeting in Davos, where senior executives presented insights on workforce trends and AI adoption. The survey underscored a sharp rise in regular AI use among workers alongside growing fears of automation, limited training access, and widespread burnout, painting a complex picture of employee readiness and resilience. Next, we will examine how these findings on accelerating AI...

Revolution Medicines (NasdaqGS:RVMD) has attracted reported takeover interest from Merck, drawing fresh attention to the company and its pipeline. The interest surfaces as Revolution Medicines insiders, including General Counsel Jeff Cislini, have recently sold shares. Investors are weighing potential M&A activity alongside insider transactions and a sharply higher share price. Revolution Medicines enters this phase with strong recent share price moves, with the stock at $117.63 and up...

Camtek’s recent move and what is driving attention now Investor attention around Camtek (CAMT) has picked up ahead of its next earnings release, with current forecasts pointing to higher earnings per share and revenue compared with the same quarter a year ago. See our latest analysis for Camtek. Camtek’s recent 31.71% 1 month share price return and 19.15% 3 month share price return, with the stock now at $143.63, sit alongside a 42.56% 1 year total shareholder return and a very large 5 year...

Constellation Energy has completed its acquisition of Calpine, making it the largest electricity producer in the U.S. The company has signed 20 year nuclear power supply agreements with major tech companies, including Microsoft and Meta Platforms. A new federal policy now requires Big Tech to directly fund new power plants, reshaping how large power projects may be financed. Constellation Energy (NasdaqGS:CEG) now combines Calpine's natural gas and geothermal fleet with its existing nuclear...

If you are wondering whether Dycom Industries is still good value after a strong run, this breakdown will help you see how the current price stacks up against different valuation yardsticks. The stock recently closed at US$368.21, with a 7 day return of a 0.6% decline, a 30 day return of 5.9%, and a 1 year return of 90.9%. The 3 year return is very large and the 5 year return is also very large. Recent news around Dycom Industries has focused on its role as a key contractor in U.S...

If you are wondering whether Madrigal Pharmaceuticals at around US$480 a share is still priced attractively, you are not alone. This article focuses squarely on what that price might mean for value focused investors. The stock has had a mixed run, with a 46.4% return over 1 year and a very large 5 year gain, while shorter term moves have been weaker, including a 4.2% decline over 7 days, 19.8% over 30 days, and 19.1% year to date. Recent news coverage has centered on Madrigal's position in...

In January 2026, Full Truck Alliance Co. Ltd. announced a long-term shareholder return plan, committing to distribute at least 50% of its non-GAAP adjusted net income annually through dividends and share repurchases, including US$400 million earmarked for fiscal 2026. This move gives investors clearer visibility on how future earnings may be shared, highlighting management’s intent to align capital allocation with shareholder interests. Next, we’ll examine how this long-term commitment to...

Unity Software (NYSE:U) has integrated its In-App Purchasing SDK with Coda's merchant platform. The partnership is designed to let game developers set up secure global web stores from within the Unity workflow. The collaboration targets payment processing, fraud prevention, and compliance to simplify direct-to-consumer sales. For you as an investor, this move sits squarely in Unity's core role as a game development and monetization platform. By connecting Unity's in-app purchasing tools to...

In recent weeks, Progyny received a series of analyst upgrades after meetings with management highlighted strong demand for its fertility benefits platform, improved earnings visibility, and nearly complete client retention heading into 2026. Analysts also emphasized Progyny’s breadth of over 600 employer clients and the absence of any single customer contributing more than 5% of revenue, underlining the resilience of its business model. Next, we’ll examine how this combination of...

Global Payments’ Worldpay unit recently expanded its merchant services distribution through a new partnership with Regions Bank, making its payment technology and fraud tools available to businesses across roughly 1,250 branches and multiple U.S. regions, while the company also announced the planned departure of two senior executives in administrative and accounting roles. This combination of a broader Worldpay footprint and pending leadership changes in core administrative and accounting...

Why analyst sentiment has turned cautious Recent analyst commentary on Meritage Homes (MTH) has focused on concerns about near term profitability. Expected declines in quarterly earnings and revenue are weighing on sentiment ahead of the late January results. See our latest analysis for Meritage Homes. Despite a softer 1 day and 7 day share price return, Meritage Homes’ 30 day share price return of 7.78% and 5 year total shareholder return of 88.67% suggest longer term holders have still seen...

Institutional investor commentaries highlight shifting sentiment on Doximity (NYSE:DOCS) following its latest quarterly results and outlook. The stock has faced pressure after cautious company guidance and recent healthcare policy changes. Hedge fund ownership has modestly increased, pointing to continued institutional interest despite recent share price moves. Doximity continues to focus on physician engagement, telehealth, and workflow tools as it responds to a rapidly changing digital...

Novo Nordisk (NYSE:NVO) has launched the first FDA approved oral GLP-1 weight loss drug, a Wegovy pill, with very strong initial prescription uptake. The company has completed its acquisition of Akero Therapeutics, expanding its reach in metabolic disease treatments. Positive Phase 3 results from the CagriSema trial further reinforce its position in obesity and metabolic health. With shares at $62.26 and a 30 day return of 18.8%, Novo Nordisk is drawing fresh attention from investors...

If you are wondering whether Reddit's current share price lines up with its underlying value, you are not alone. This article is designed to walk you through that question step by step. Over the last year, Reddit's share price return sits at 20.0%, even though the stock has seen a 5.3% decline over the past week and a 3.1% decline over the last month, with a year to date return of a 9.5% decline from its recent levels around US$218.88. Recent coverage around Reddit has focused on its role as...

Immunocore Holdings (IMCR) is back in focus after management outlined 2026 priorities centered on commercial expansion for KIMMTRAK and advancement of key melanoma, early oncology, and HIV programs, alongside a higher consensus earnings estimate this month. See our latest analysis for Immunocore Holdings. The share price has been edging higher in recent weeks, with a 7 day share price return of 5.28% and a 90 day share price return of 4.93%. However, the 3 year total shareholder return has...

Recent analyst updates on HF Sinclair (DINO) have centered on reduced earnings estimates tied to weaker West Coast refining results and pressure in the Lubes segment, even as positive ratings and dividend-focused interest continue. See our latest analysis for HF Sinclair. After a weak patch in the refining complex, HF Sinclair’s recent 30 day share price return of 8.96% and 1 year total shareholder return of 46.64% suggest momentum has been rebuilding from earlier 90 day weakness and mixed...

Old Republic International Corporation reported past fourth-quarter 2025 net income of US$206.3 million, up from US$105.1 million a year earlier, and full-year 2025 revenue of US$9.14 billion with net income of US$935.4 million. Beneath the revenue and earnings growth, higher commercial auto loss ratios and weaker specialty underwriting pressured profitability, prompting management to strengthen reserves and emphasize pricing discipline. We’ll now examine how this mix of strong premium...

What Recent Returns Say About Avient’s Momentum Avient (AVNT) has drawn attention after a one-month return of about 17.7% and a past three-month gain near 14.5%, against a one-year total return decline of roughly 9.6%. See our latest analysis for Avient. At a share price of $37.40, Avient’s recent 30 day share price return of 17.7% and 90 day gain of 14.5% contrast with a 1 year total shareholder return decline of 9.6%. This suggests near term momentum against a softer longer term picture. If...

In January 2026, JinkoSolar Holding Co., Ltd. announced that its majority-owned subsidiary Jiangxi Jinko expects a preliminary unaudited 2025 net loss attributable to shareholders of about RMB 5.90 billion to RMB 6.90 billion, or RMB 6.70 billion to RMB 7.80 billion excluding extraordinary items, under PRC GAAP. This guidance highlights the scale of anticipated losses at the core operating subsidiary and underscores the importance of differences between PRC GAAP and JinkoSolar’s consolidated...

Tri City Bankshares (TRCY) has put up a solid third quarter for FY 2025, with revenue at US$20.7 million and EPS of US$0.46 setting the tone for its latest numbers. The company has seen revenue move from US$17.7 million and EPS of US$0.35 in Q3 FY 2024 to US$20.7 million and US$0.46 respectively in Q3 FY 2025. Trailing twelve month EPS sits at US$1.47 on revenue of US$70.1 million as a broader backdrop. With a trailing net margin of 18.7% and earnings up 6.6% over the past year, investors are...

In recent weeks, Teekay Tankers has attracted attention as analysts raised earnings expectations and reiterated positive views on the company’s near-term prospects. What stands out is the breadth of analyst confidence, with multiple brokerage firms assigning an “Outperform” rating that underscores a stronger profit outlook narrative. We’ll now look at how this rising analyst confidence and upgraded earnings outlook shape Teekay Tankers’ overall investment narrative. Find companies with...

If you are wondering whether Pursuit Attractions and Hospitality is offering fair value at its recent price, this article walks through the numbers in a straightforward way so you can judge for yourself. The stock recently closed at US$35.25, with returns of 5.3% over the last 7 days, 2.9% over 30 days, 5.5% year to date, 22.8% over 3 years and a 9.1% decline over 1 year, which gives a mixed picture of recent and longer term performance. Outside of regular trading updates, investors have...

Cloudflare acquired The Astro Technology Company team, the group behind a leading JavaScript web framework, expanding its developer tooling. The company also acquired Human Native, an AI data marketplace, adding new capabilities around AI focused data access. Cloudflare is growing its partnerships, including with JD Cloud, to support global AI infrastructure and broaden its reach with developers and enterprises. Cloudflare (NYSE:NET) is leaning further into developer and AI focused services...