U.S. Hospitality Stock News

In January 2026, Vornado Realty Trust, Hudson Pacific Properties and Blackstone Real Estate announced that Paramount Television Studios signed the first lease at Sunset Pier 94 Studios, Manhattan’s first purpose-built studio facility, ahead of its opening. This early 70,000-square-foot lease, supported by expanded New York State tax credits and strong tenant interest, underscores the project’s potential to generate long-term production-related income and community benefits, including new...

Peloton Interactive: recent returns and current snapshot Peloton Interactive (PTON) has seen mixed share price performance recently, with a 0.2% decline over the past day, an 8.4% decline over the past week, and a 4.3% decline over the past month. Over the past 3 months the stock shows a 24.9% decline, while the 1 year and 3 year total returns stand at 31.0% and 54.2% declines, respectively, and the 5 year total return reflects a 96.0% decline. Against this share price backdrop, Peloton...

ZTO Express (Cayman) (ZTO) used its 2026 National Network Conference to highlight 2025 parcel volumes of 38.52 billion, 13.3% above the prior year, and reaffirmed a plan focused on quality, safety, and efficiency. See our latest analysis for ZTO Express (Cayman). At a share price of $21.92, ZTO's 90 day share price return of 13.22% and 1 year total shareholder return of 21.42% sit against weaker 3 and 5 year total shareholder returns. This suggests momentum has picked up more recently than...

FTI Consulting (FCN) is back in focus after its technology arm became the inaugural IAB Authorized Assessor, accompanied by a flurry of senior managing director appointments across cybersecurity, disputes, restructuring and communications. See our latest analysis for FTI Consulting. The recent IAB assessor role for FTI Technology and a string of senior managing director hires arrive while the share price sits at US$182.41, with a 90 day share price return of 9.5% and a 5 year total...

Solventum (SOLV) is coming into focus as investors watch for its upcoming fiscal fourth quarter 2025 earnings, following raised full year EPS guidance and management’s continued emphasis on organic growth and cost initiatives. See our latest analysis for Solventum. Despite a softer 1 day and 1 month share price return, Solventum’s 90 day share price return of 9.63% and 1 year total shareholder return of 5.23% suggest momentum has picked up recently as investors weigh the raised EPS guidance...

In recent months, multiple law firms have launched securities class action lawsuits accusing Blue Owl Capital of failing to disclose liquidity pressures linked to redemptions at its business development companies and the terminated merger of its BDCs. Beyond the legal risk, these cases spotlight how redemption management and disclosure practices in private credit vehicles can rapidly become central to investor confidence in alternative asset managers. Against this backdrop of alleged...

The US president’s outline of a future deal framework with Greenland eased trade worries and lifted sentiment, with Array Technologies (ARRY) moving 6.4% higher as investors revisited renewable energy infrastructure names. See our latest analysis for Array Technologies. That 6.4% move comes on top of a 9.57% 7 day share price return and 15.97% 90 day share price return. The 1 year total shareholder return of 48.52% contrasts with a 3 year total shareholder return of 53.45% and a 5 year total...

USA Rare Earth recently announced it had selected Fluor, alongside WSP Global, as EPCM partners to advance the Definitive Feasibility Study for the Round Top rare earth project in Sierra Blanca, Texas, a key step toward potential commercial production later this decade. This mandate places Fluor at the center of a high-profile U.S. effort to build a secure Western-aligned supply chain for critical rare earth materials used in defense, electrification, and advanced manufacturing. We’ll now...

UniFirst (UNF) is back in focus after completing the first phase of a multi site energy modernization program with Redaptive across 39 U.S. facilities, targeting lower energy costs and improved environmental metrics. See our latest analysis for UniFirst. Against this backdrop, UniFirst’s share price is at US$207.99, with a 90 day share price return of 31.84% and a 30 day share price return of 5.27%. The 1 year total shareholder return is 4.86% lower, suggesting short term momentum has picked...

Oracle is leading a consortium to acquire majority control of TikTok's U.S. operations. The deal gives Oracle oversight of U.S. user data and key aspects of TikTok's algorithm to address national security concerns. This agreement concludes a long running regulatory dispute and positions Oracle as a core technology and compliance partner for TikTok in the U.S. For you as an investor watching NYSE:ORCL, this move ties a large scale consumer platform directly to Oracle's infrastructure and...

Element Solutions recently reported Q3 2025 earnings that came in ahead of forecasts and completed its acquisition of EFC Gases & Advanced Materials, bolstering its position in specialty chemicals for advanced technologies. This combination of stronger-than-expected results and an expanded footprint in semiconductor-related materials has reinforced investor attention on the company’s role in high-performance electronics manufacturing. Next, we’ll examine how Element Solutions’ EFC Gases &...

H&R Block, Inc. recently expanded its Board of Directors, appointing Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines on January 20, 2026, and assigning them to key committees including Audit, Compensation, and Governance and Nominating. The addition of leaders with deep experience in consumer brands, large-scale expansion, and corporate finance highlights a sharpened focus on client experience, growth initiatives, and omnichannel capabilities. We will now examine how this...

Why CMS reimbursement changes matter for Inspire Medical Systems (INSP) The latest clarification from the Centers for Medicare & Medicaid Services, which removes obstructive sleep apnea as a covered diagnosis for a key procedure code, has pushed Inspire Medical Systems (INSP) into the spotlight for reimbursement risk. This policy shift has already led some Medicare Administrative Contractors to pull back a key billing code for the company’s hypoglossal nerve stimulation therapy. This has...

Why Pegasystems’ new Notes to Blueprint launch matters for investors Pegasystems (PEGA) has rolled out Notes to Blueprint, an AI powered tool that helps enterprises shift complex Lotus Notes workflows into automated cloud processes. The launch is backed by assets from Adopteq and a partnership with Capgemini. See our latest analysis for Pegasystems. The Notes to Blueprint announcement comes after a tough few months for the stock, with a 30 day share price return of a 19.3% decline and a 90...

In recent months, XPEL reported Q3 2025 results with revenue surpassing forecasts but an earnings per share miss, while outlining plans to invest between US$75,000,000 and US$150,000,000 in capital expenditures over the next two years. This combination of stronger-than-expected revenue and sizable planned investment, alongside an outlook for margin expansion, has sharpened attention on how XPEL is positioning its business. Next, we will examine how XPEL’s sizable capital expenditure plan...

Globalstar, Inc. recently expanded its C-3 Satellite System infrastructure by installing three new six-meter tracking antennas at its Yeo Ju, South Korea ground station, part of a broader plan for up to 90 antennas worldwide to enhance functionality and capacity. This global ground network build-out underpins Globalstar’s push into next-generation services and Internet of Things platforms designed to serve hundreds of millions of users in remote and critical connectivity markets. Next, we’ll...

Winmark Corp. was added to the S&P SmallCap 600 index on January 26, 2026, replacing Guess? Inc. following Guess?’s acquisition by Authentic Brands Group and the Rolling Stockholders. This index inclusion elevates Winmark’s profile among institutional investors that reference or track the S&P SmallCap 600 benchmark in their portfolios. With Winmark now included in the S&P SmallCap 600, we’ll examine how this expanded index exposure reshapes the company’s investment narrative. Outshine the...

Universal (UVV) has triggered fresh investor interest after appointing Anubhav Mittal as Senior Vice President and Chief Financial Officer. This leadership change could influence how the agriproducts group manages capital and future opportunities. See our latest analysis for Universal. At a share price of $54.68, Universal’s 30 day share price return of 2.88% and 90 day share price return of 4.99% sit alongside a 1 year total shareholder return of 14.52%, pointing to steady, rather than...

Agilysys (AGYS) enters this week’s earnings with attention on two fronts: recent outperformance versus revenue and EBITDA expectations, and a fresh contract win with YMCA of the Rockies, a large multi-site resort operation. See our latest analysis for Agilysys. Agilysys shares have eased back recently, with a 1 day share price return of 2% decline and a 30 day share price return of 11.4% decline, even as the 1 year total shareholder return sits at 16.68% and the 5 year total shareholder...

Brinker International (EAT) is back in focus after a wave of analyst initiations and rating upgrades, as investors react to improving perceptions of Chili’s, recent earnings surprises, and growing institutional interest in the stock. See our latest analysis for Brinker International. Those upbeat calls have arrived alongside solid momentum in the share price, with a 30 day share price return of 8.80% and a 90 day share price return of 28.99%. At a recent share price of $162.77, the one year...

In January 2026, CareDx issued earnings guidance for the fourth quarter and full year 2025, projecting approximately US$108,000,000 in quarterly revenue and about US$380,000,000 for the year, both showing double-digit year-over-year growth. This updated outlook highlights management’s confidence in the company’s current operating trajectory and signals stronger-than-previously-communicated business momentum. Next, we will examine how CareDx’s higher 2025 revenue guidance could shape the...

National Storage Affiliates Trust recently reported solid Q3 2025 results, with improved same-store revenue growth across most key markets and core FFO per share exceeding consensus expectations, while also preparing to release its Q4 2025 results in late February 2026. The company introduced a preferred equity investment program aimed at funding self-storage deals and deepening partnerships with former PRO operators, which management highlighted alongside its positive commentary on...

In recent weeks, Restaurant Brands International has attracted renewed attention as analysts at Barclays and RBC Capital reiterated positive views alongside expanding partnerships for Burger King operations in China and Asia. High-profile investor interest from Bill Ackman, combined with a franchise-focused model and ongoing investments in growth and debt reduction, is reinforcing confidence in the company’s long-term direction. With this backdrop and the new CPE partnership in China, we’ll...

Banner Corporation reported past fourth-quarter and full-year 2025 results, with net interest income, net income, and earnings per share all higher than a year earlier, alongside a regular US$0.50 per-share quarterly dividend declared for payment on February 13, 2026. Despite higher profitability, the quarter featured revenue below analyst expectations, muted loan growth, lower net charge-offs, and continued capital returns through share repurchases and dividends, giving a mixed picture of...