U.S. Hospitality Stock News

In recent days, StepStone Group has reported leadership changes and expanded its European footprint by opening a Madrid office to serve clients in Spain, Portugal, and Andorra. This combination of refreshed leadership and targeted European expansion highlights how the firm is positioning itself to deepen relationships across key private-markets hubs. Next, we will examine how this European expansion shapes StepStone Group’s investment narrative for investors assessing its long-term...

Bitzero Holdings recently announced it has engaged CBRE as strategic real estate broker to market its AI-ready, low‑carbon data center site in Kokemäki, Finland to hyperscale and high-performance computing tenants, with power scheduled to go live in the first quarter of 2027. This mandate spotlights CBRE’s role in connecting large-scale AI infrastructure projects with global hyperscale demand, reinforcing its exposure to the growing data center segment within commercial real estate...

Recent analyst upgrades around Estée Lauder Companies (EL), along with its Beauty Reimagined turnaround efforts and the appointment of Daisy Edgar-Jones as global brand ambassador, have drawn fresh attention to the stock. See our latest analysis for Estée Lauder Companies. Those upgrades and brand moves have arrived alongside stronger trading momentum, with a 90-day share price return of 21.10% and a 1-year total shareholder return of 58.93%, even though the 3-year and 5-year total...

Arcturus Therapeutics Holdings Inc. recently presented at the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026, at the Westin St. Francis Hotel in San Francisco, with Founder, President, CEO and Director Joseph E. Payne speaking. This high-profile conference appearance offered Arcturus a platform to showcase its pipeline and corporate story to a concentrated audience of healthcare-focused investors and industry peers. With this conference spotlight and recent share price...

Five9 (FIVN) is back in focus after expanding its partnership with Google Cloud, rolling out a joint Enterprise CX AI offering that embeds Gemini and Vertex AI into its contact center software. See our latest analysis for Five9. That partnership news lands against a weak recent trend, with a 30-day share price return of 10.88% and a 90-day share price return of 13.85%, while the 1-year total shareholder return of 49.71% and 5-year total shareholder return of 88.91% indicate longer term...

Legend Biotech recently reported that more than 10,000 patients have now been treated with its CARVYKTI therapy and that it has expanded production with what it describes as the largest cell therapy manufacturing facility in the U.S., while guiding that it aims to reach profitability in 2026. Beyond the headline numbers, the combination of scaled CARVYKTI manufacturing and progress on its in vivo cell therapy pipeline suggests a company increasingly geared toward broader clinical use and...

Wayfair (W) is back in focus after helping Google create the Universal Commerce Protocol, an open standard that connects AI agents with retailers and supports direct checkout from Google product listings. See our latest analysis for Wayfair. The Google partnership lands at a time when momentum in Wayfair’s shares has been strong, with a 1 month share price return of 22.34% and a 90 day share price return of 46.41%, while the 1 year total shareholder return of 178.74% contrasts with a 5 year...

Recent commentary on LKQ Corporation highlights that over the past two years the global auto parts distributor has seen no organic revenue growth, raising concerns that it may increasingly depend on acquisitions to expand its business. At the same time, stagnant free cash flow margins and weakening returns on capital are prompting fresh questions about how effectively management is allocating resources across the portfolio. Next, we’ll examine how concerns about stalled organic growth and...

Fair Isaac (FICO) is back on investors’ radar after recent share price swings, with the stock showing a negative return over the past month and the past year, alongside a strong 3 year total return. See our latest analysis for Fair Isaac. At a share price of US$1,623.18, Fair Isaac’s recent 12% 1 month share price decline and 1 year total shareholder return of 17% loss contrast with its large 3 year total shareholder return. This suggests that momentum has cooled after a multi year period in...

Masimo Corporation has already presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco and released preliminary fourth-quarter and full-year 2025 results indicating approximately 12% quarterly and 9% annual revenue growth. Management also highlighted a record level of incremental contract value from new and expanded hospital agreements, underscoring the importance of long-term customer relationships to the business. We’ll now examine how the record incremental...

In early January 2026, Takeda and Protagonist Therapeutics announced that they had submitted a New Drug Application to the U.S. FDA for rusfertide, a first-in-class subcutaneous hepcidin mimetic for adults with polycythemia vera, supported by positive Phase 3 VERIFY and Phase 2 REVIVE trial results and multiple expedited regulatory designations. This filing is important because rusfertide targets the underlying iron dysregulation mechanism in polycythemia vera and, if approved, could offer a...

Gen Digital (GEN) is in focus after renewed attention on its shift from traditional antivirus products to a unified AI-driven cyber safety platform that bundles security, identity and privacy tools into subscription offerings. See our latest analysis for Gen Digital. At a share price of US$26.28, Gen Digital’s recent 1 month share price return of 5.02% and 1 year total shareholder return of 1.46% contrast with its 3 year total shareholder return of 23.96% and 5 year total shareholder return...

Moody’s Corporation recently elected Lisa P. Sawicki, a former Global Board Chair at PricewaterhouseCoopers with over 35 years’ audit and financial services experience, to its Board of Directors, with her appointment becoming effective on March 16, 2026. Sawicki’s addition to the Audit and Governance & Nominating committees reinforces Moody’s focus on governance quality and risk oversight at a time when regulatory expectations on financial institutions are evolving. We’ll now examine how...

Why Cummins Stock Is Back in Focus After Its Latest Earnings Cummins (CMI) is back on investors’ radar after a quarterly report that surpassed EBITDA and revenue estimates, supported by stronger profitability in Power Systems and Distribution and demand for backup power for data centers. See our latest analysis for Cummins. The earnings beat has arrived alongside strong share price momentum, with a 34.02% 90 day share price return and a 58.90% 1 year total shareholder return suggesting...

How Doximity’s Recent Performance Sets the Stage for Investors Doximity (DOCS) has been on many investors’ watchlists after a mixed stretch in its share price, with negative returns over the past week, month and past 3 months drawing closer attention. At a recent close of US$41.36, the company shows a value score of 4 and an intrinsic discount of about 20%, while still carrying a positive 3 year total return of roughly 28%. See our latest analysis for Doximity. Recent share price moves have...

Honat Bancorp (HONT) has put another solid quarter on the board, with Q2 2025 revenue of US$11.4 million and basic EPS of US$2.57 feeding into trailing twelve month EPS of US$10.46 on revenue of US$44.6 million and net income of US$15.0 million. Over the past year, the company has seen revenue move from US$38.8 million to US$44.6 million on a trailing basis, while EPS climbed from US$8.33 to US$10.46, and earnings growth of 19% has supported a net profit margin of 33.5% compared with 31.2% a...

In early January 2026, Thermo Fisher Scientific Inc. announced new collaborations with NVIDIA and TetraScience to bring AI-powered automation and AI-native data workflows into laboratories and biopharma R&D, while also unveiling executive leadership changes that will see Marc N. Casper become Chairman and Chief Executive Officer and Gianluca Pettiti promoted to President and Chief Operating Officer. Together, these partnerships and leadership moves could reshape how Thermo Fisher combines...

If you are wondering whether ConocoPhillips at around US$96.46 is a bargain or fully priced, you are not alone. This article is designed to help you weigh that up clearly. The stock has been fairly steady in the short term, with a 0.7% decline over the last 7 days and a 1.0% gain over the last 30 days. Returns year to date and over 1 year sit at a 0.2% decline and a 4.8% decline respectively, while the 3 year return is an 11.5% decline against a very large 5 year gain of 151.1%. Recent...

In recent days, Parry Labs announced a partnership with AeroVironment to provide Modular Open Systems Approach-aligned digital engineering, software, and mission system hardware for the P550 uncrewed aircraft system under the U.S. Army’s Long Range Reconnaissance program, embedding its STRATIA platform to support open, AI-ready mission capabilities. This collaboration highlights how AeroVironment is aligning its platforms with open, software-centric mission systems that can be upgraded over...

With no specific headline event driving attention today, Arch Capital Group (ACGL) is on some investors’ radar after recent share performance and valuation metrics, prompting a closer look at its insurance and mortgage-focused business. See our latest analysis for Arch Capital Group. At a share price of US$90.77, Arch Capital Group has seen short-term share price pressure, including a 1 day share price return decline of 2.65% and a 7 day share price return decline of 3.35%. Its 5 year total...

Without a specific headline event to react to, Mondelez International (MDLZ) is drawing attention as investors reassess the snack maker’s recent returns, earnings profile and valuation signals in the current consumer staples backdrop. See our latest analysis for Mondelez International. The recent 7 day share price return of 6.1% has helped offset some of the 9.3% decline over the last 90 days. Over a longer horizon, the 1 year total shareholder return of 1.1% and 5 year total shareholder...

Palo Alto Networks recently drew fresh attention after strong year-over-year revenue growth above 20%, high-profile analyst endorsements, and renewed discussion of its AI-centered cybersecurity platforms and acquisitions, including approval of its US$3.35 billion Chronosphere deal and interest in AI-focused targets like Koi Security. At the same time, insider share sales, weaker-than-expected billings growth, and rising hardware input costs are tempering enthusiasm, giving investors a more...

If you are wondering whether Fidelity National Information Services is priced attractively right now, you are not alone. Many investors are asking if the current share price lines up with the company’s underlying value. The stock recently closed at US$64.23, with returns of a 4.2% decline over 7 days, a 4.3% decline over 30 days, a 2.1% decline year to date, a 16.2% decline over 1 year, and a 44.0% decline over 5 years, which may influence how you think about its potential and its...

Without a clear news catalyst, interest in Quantum Computing (QUBT) today is centering on its recent share performance, including a past 3 months total return near a 45% decline and a 1 year total return above 57%. See our latest analysis for Quantum Computing. At a share price of $11.69, Quantum Computing’s recent 7 day and 30 day share price returns of around 4% and 3% declines contrast with a year to date gain and a very large 3 year total shareholder return. This suggests momentum has...