U.S. Hospitality Stock News

NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

CorVel (CRVL) Earnings Growth And 11.3% Margin Challenge Cautious Narratives

CorVel (CRVL) has just wrapped up Q3 2026 with its recent numbers anchored by the latest reported quarter, where revenue in Q2 2026 was US$239.6 million and basic EPS came in at US$0.54. This feeds into trailing 12 month EPS of US$2.05 and net income of US$105.3 million. Over the recent reporting periods, the company has seen revenue move from US$224.4 million in Q2 2025 to US$239.6 million in Q2 2026, with basic EPS stepping from US$0.46 to US$0.54 over the same quarters. This sets up a...
NasdaqGS:MLAB
NasdaqGS:MLABLife Sciences

Mesa Laboratories (MLAB) Quarterly Profit Return Tests Longstanding Bearish Loss Narratives

Mesa Laboratories (MLAB) just posted its latest numbers with recent quarterly revenue of about US$60.7 million and basic EPS of US$0.45, while the trailing twelve months show revenue of roughly US$245.3 million and a small net loss of US$1.6 million. Over the past few quarters, the company has seen revenue move between US$57.8 million and US$62.8 million, with EPS ranging from a loss of US$1.31 per share to a profit of US$0.87 per share. This sets up a mixed picture on profitability, even as...
NYSE:GLW
NYSE:GLWElectronic

Corning Ties Meta Fiber Deal And Project Vault To Rich Valuation

Corning (NYSE:GLW) has signed a multiyear agreement to supply Meta Platforms with advanced optical fiber and cable for AI data centers. The company is investing in expanded manufacturing capacity to support this contract. Corning is also participating in the US federal Project Vault initiative for critical minerals stockpiling. Corning, trading at $112.79, has seen very strong recent share price performance, with the stock up 24.4% over the past month and 120.9% over the past year. Returns...
NYSE:CVS
NYSE:CVSHealthcare

CVS Exit From Horizon NJ Medicaid Puts Contract Discipline In Spotlight

CVS Health pharmacies are set to leave the Horizon NJ Health Medicaid network, affecting close to 1 million New Jersey Medicaid customers. The move follows a dispute over pharmacy reimbursement terms between CVS Health and Horizon NJ Health. Once the change takes effect, Horizon NJ Health Medicaid members will no longer be able to use CVS pharmacies under their current plan. For investors tracking NYSE:CVS, this network exit comes alongside a share price of $76.83 and a mixed set of recent...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Capital Southwest (CSWC) Earnings Growth And 45.2% Margin Challenge Cautious Narratives

Capital Southwest (CSWC) just posted Q3 2026 results with total revenue of US$61.4 million and basic EPS of US$0.57, setting the tone for another data rich update on its earnings power. The company has seen quarterly revenue move from US$51.9 million in Q3 2025 to US$61.4 million in Q3 2026, while basic EPS shifted from US$0.34 to US$0.57 over the same period. This gives investors a clear sense of how the top and bottom lines have trended into this quarter. With a trailing 12 month net profit...
NYSE:YOU
NYSE:YOUSoftware

Is Clear Secure’s (YOU) High-Margin Growth Evidence of Durable Operating Leverage or Early-Stage Luck?

CLEAR Secure recently reported that its biometric identity verification business has delivered 23.2% annual revenue growth over the last two years, while maintaining disciplined cost controls that produced a trailing 12‑month operating margin of 19.2%. This combination of rapid top-line expansion and efficient use of fixed costs highlights how the company is scaling its airport and venue network without proportionately increasing expenses. Next, we will examine how Clear Secure's strong cost...
NYSE:KO
NYSE:KOBeverage

How Zico Pitch Shaped Coca-Cola Growth Story And KO Valuation Context

Coca-Cola (NYSE:KO) acquired Zico Coconut Water after a creative pitch from serial entrepreneur Jesse Itzler. The deal offers a behind the scenes look at how less traditional proposals can influence Coca-Cola's portfolio decisions. The Zico acquisition adds a coconut water brand to Coca-Cola's wider beverage lineup. Coca-Cola, traded under NYSE:KO, is best known for its core soft drink brands, but its portfolio also includes a range of non carbonated beverages. The Zico story shows how the...
NYSEAM:TCGL
NYSEAM:TCGLIT

TechCreate Group (TCGL) Valuation Check After Speculation Fueled Share Price Spike And Volatility Halts

Speculative surge puts TechCreate Group (TCGL) in the spotlight TechCreate Group (TCGL) has been thrust into the market spotlight after a very large short term share price spike, including volatility halts, largely linked to speculative trading and momentum driven sentiment. See our latest analysis for TechCreate Group. With TechCreate Group’s share price now at $172.84 after a 1 day share price return of around 100% and a very large 30 day gain, the move caps a powerful short term run that...
NYSE:BC
NYSE:BCLeisure

Brunswick (BC) Valuation Check After Return To Profit And Upgraded Analyst Ratings

Why Brunswick’s latest earnings matter for investors Brunswick (BC) is back in the spotlight after fourth quarter results showed a return to profit compared with a loss a year earlier, alongside an updated share buyback tally and a shift in analyst sentiment. See our latest analysis for Brunswick. Brunswick’s recent earnings return to profit and confirmation of sizeable buybacks appear to have supported a strong run in the shares, with a 30 day share price return of 13.06% and a 1 year total...
NasdaqGS:FIGR
NasdaqGS:FIGRConsumer Finance

Assessing Figure Technology Solutions (FIGR) Valuation After A Sharp Short-Term Share Price Pullback

Event context and recent share performance Figure Technology Solutions (FIGR) has drawn fresh attention after recent trading left the stock down about 15% over the past day and roughly 29% over the past week, despite modest gains over the past month and past 3 months. See our latest analysis for Figure Technology Solutions. The sharp 1-day and 7-day share price returns, down 14.85% and 29.05% respectively, contrast with a 15.14% 3-month share price return and a positive year to date share...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

How Investors Are Reacting To Amazon.com (AMZN) Job Cuts And Massive AI Investments

In recent days, Amazon has moved to cut about 16,000 corporate roles, confirmed plans for a further 2,200 job reductions in Washington state starting April 28, and continued to highlight artificial intelligence as a core focus across AWS, logistics, and broader operations ahead of its February 5 earnings release. What stands out is how Amazon is pairing aggressive cost-cutting with deeper AI ties, including preliminary talks to invest up to US$50.00 billion in OpenAI and a US$38.00 billion...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Is Vera’s New Commercial Chief for Atacicept Reshaping the Investment Case for Vera Therapeutics (VERA)?

Vera Therapeutics recently appointed Matt Skelton as Chief Commercial Officer, effective January 28, 2026, elevating him from his prior role as Executive Vice President, Commercial to lead preparations around the potential launch of its lead drug candidate, atacicept, for IgA nephropathy. His background in building commercial organizations and guiding multiple drug launches at Seagen, Amgen, and Eli Lilly highlights Vera’s emphasis on experienced leadership as it moves toward possible...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

The Bull Case For Globalstar (GSAT) Could Change Following Boingo’s Adoption Of Its XCOM 5G Platform

Globalstar recently announced that Boingo Wireless will integrate its XCOM RAN software-defined private 5G platform into Boingo’s private network infrastructure across high-traffic venues such as airports, stadiums, hospitals, and military bases. This collaboration highlights how Globalstar’s XCOM RAN can overlay existing distributed antenna systems to significantly boost network capacity while preserving broad, consistent coverage in demanding environments. Next, we’ll examine how Boingo’s...
NYSE:PNC
NYSE:PNCBanks

Is PNC Financial (PNC) Pricing Reflect Recent Gains And Regulatory Focus On Big Banks

If you are wondering whether PNC Financial Services Group is priced attractively right now, it helps to start with how the market has been treating the stock recently and what that might say about value. PNC Financial Services Group last closed at US$233.82, with returns of 4.5% over 7 days, 10.6% over 30 days, 10.6% year to date, 21.8% over 1 year, 61.8% over 3 years, and 77.2% over 5 years. This gives important context before weighing up what you are paying versus what you may be...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Q3 Net Margin Improvement Tests Income Bear Narratives

Enterprise Products Partners (EPD) has laid out a steady set of numbers for FY 2025 so far, with third quarter revenue at US$12.0 billion and basic EPS of US$0.61, alongside trailing 12 month revenue of US$53.0 billion and basic EPS of US$2.65 that frame the latest print in a broader context. The partnership has seen quarterly revenue move from US$13.8 billion in the third quarter of 2024 to US$12.0 billion in the third quarter of 2025, while basic EPS shifted from US$0.65 to US$0.61 over the...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target (TGT) Is Up 6.9% After Board Refresh And Major Beauty Push - What's Changed

In late January 2026, Target announced its largest-ever spring beauty assortment alongside a refreshed in-store experience and beauty events, and also elected former Nike innovation chief John Hoke III and ex-HanesBrands CEO Steve Bratspies to its board, while affirming a quarterly dividend of US$1.14 per share. Together, these moves highlight Target’s push to reinvigorate merchandising authority and customer experience while adding retail veterans to help steer a broader turnaround under...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Does Cincinnati Financial’s Dividend Hike and New Risk Leaders Shift Its Capital Playbook for CINF?

On January 30, 2026, Cincinnati Financial Corporation’s board approved an 8% increase in its regular quarterly cash dividend to US$0.94 per share, payable April 15, 2026, and named three senior executives to key leadership roles across its property-casualty subsidiaries. The combination of a higher dividend and refreshed actuarial, reinsurance and finance leadership signals an emphasis on disciplined risk management alongside continued cash returns to shareholders. We’ll now examine how the...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Assessing CoreWeave (CRWV) Valuation After Recent Share Price Volatility

CoreWeave overview and recent performance snapshot CoreWeave (CRWV) has drawn fresh attention after recent trading swings, with the stock last closing at US$90.06. Short term returns are mixed, including a 1 day gain alongside a 7 day decline. See our latest analysis for CoreWeave. For context, CoreWeave’s recent moves include a 13.54% 1 month share price return alongside a 21.29% 3 month share price decline, so current momentum looks more like a reset than a steady uptrend. If CoreWeave’s...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Is Autodesk (ADSK) Now Attractive After A 21.5% Share Price Slide?

What Autodesk’s Recent Share Price Moves Might Mean For Value Focused Investors Before you decide whether Autodesk might be attractively priced, it helps to step back and ask what the recent share price is really telling you about expectations baked into the stock. Over the last week the share price has fallen 10.2%, contributing to a 16.0% decline over the past month and a 21.5% decline over the past year, even though the 3 year return sits at 7.7% and the 5 year return at 20.9%. Recent...
NasdaqGS:MMYT
NasdaqGS:MMYTHospitality

MakeMyTrip (MMYT) Is Down 11.1% After Mixed Q3 Earnings And Completed Buyback – Has The Bull Case Changed?

MakeMyTrip Limited recently reported past third-quarter and nine-month results to December 31, 2025, showing higher revenue of US$295.69 million for the quarter and US$793.88 million for the nine months, but materially lower net income of US$7.25 million and US$27.56 million respectively compared with the prior-year periods. Alongside this mixed earnings picture, the company completed a long-running share repurchase program launched in 2012, retiring 1,758,742 shares for a total of US$77.26...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global AI Tool May Support Service Growth And Valuation Story

Carrier Global (NYSE:CARR) introduced "Tell Me More", a generative AI feature within its Abound Insights Assistant for building operators. The tool is designed to provide predictive insights and actionable guidance to support facility managers and technicians. "Tell Me More" targets diagnosis, issue resolution, and workflow support in HVAC and building management, an area affected by technician talent shortages. Carrier Global, through its Abound platform, is leaning further into digital...
NYSE:VOYA
NYSE:VOYADiversified Financial

How Investors Are Reacting To Voya Financial (VOYA) Expanded Buybacks And Dividend Affirmation

Voya Financial recently declared semi-annual and quarterly dividends on its Series A and Series B preferred shares, affirmed a US$0.47 common dividend for first-quarter 2026, and outlined additional share repurchases alongside a new sports partnership with Boston Legacy FC. These capital return decisions, combined with upcoming earnings and executive participation at a UBS investor conference, highlight how Voya is actively engaging shareholders while maintaining a visible presence in the...
NYSE:EW
NYSE:EWMedical Equipment

How Edwards’ TAVR-First Pivot And JenaValve Exit At Edwards Lifesciences (EW) Has Changed Its Investment Story

In recent weeks, Edwards Lifesciences has drawn attention after exiting its planned JenaValve acquisition, raising 2026 EPS guidance, and emphasizing growth in its Transcatheter Aortic Valve Replacement (TAVR) and mitral platforms amid robust demand for structural heart procedures. An interesting angle for investors is how analysts’ upgraded views have clustered around the same theme: TAVR now anchors the company’s long-term focus, with internal platforms prioritized over external...
NYSE:MUR
NYSE:MUROil and Gas

What Murphy Oil (MUR)'s Weaker Earnings, Higher Dividend and New 2026 Outlook Mean For Shareholders

In January 2026, Murphy Oil Corporation reported fourth-quarter 2025 revenue of US$624.56 million and net income of US$11.89 million, alongside full-year revenue of US$2.72 billion and net income of US$104.23 million, both lower than the prior year despite steady production levels. At the same time, Murphy Oil raised its quarterly dividend to US$0.35 per share, issued US$500.00 million of 6.500% notes due 2034 to refinance existing debt, and outlined 2026 production guidance that gives...