U.S. Hospitality Stock News

PBF Energy (PBF) is back in focus after extending the rebuild timeline for its fire damaged Martinez refinery into February 2026, while fresh turmoil in Venezuela raises questions around crude supply and PBF’s import exposure. See our latest analysis for PBF Energy. The Martinez rebuild delay and Venezuelan supply uncertainty come against a choppy backdrop for PBF’s stock, with a 30 day share price return of 18.47% and a 90 day share price return of 8.56% pointing to fading short term...

In recent days, MGIC Investment Corp. highlighted continued strong profitability, disciplined underwriting, and ongoing capital returns to shareholders, underpinned by low loss ratios and a solid capital base. This combination of robust credit performance and shareholder-friendly capital management has reinforced confidence in MGIC’s resilience within a cyclical US mortgage market. We’ll now explore how MGIC’s continued disciplined underwriting and solid capital position affect its...

In early January 2026, Cheesecake Factory shares reacted to sector-wide optimism after Bernstein analysts highlighted a potential restaurant industry recovery in 2026, following a difficult 2025 for consumer demand. The upbeat view tied possible catalysts such as a new Tax Bill and the U.S.-hosted Soccer World Cup to historically low restaurant valuations, underscoring how macro events can suddenly improve sentiment toward full-service dining chains like Cheesecake Factory. We’ll now...

STAG Industrial (STAG) has drawn attention after recent trading data showed mixed returns, including a one-month pullback alongside positive past three-month and one-year total returns, prompting investors to reassess its industrial REIT profile. See our latest analysis for STAG Industrial. That recent one month share price pullback sits against a higher 90 day share price return and a 1 year total shareholder return of 17.35%, which suggests momentum has cooled but not reversed for investors...

Aptiv PLC recently announced that a leading Indian commercial vehicle OEM has chosen its Gen 6 ADAS platform to equip future trucks and buses across 14 models and more than 30 variants, ahead of India’s 2027 safety requirements. This deal highlights Aptiv’s ability to tailor radar- and camera-based safety systems, plus over-the-air software updates, to complex local road conditions and regulatory demands in a major emerging market. We’ll now examine how this first Indian commercial-vehicle...

Moderna (MRNA) has filed for marketing authorization of its mRNA-1010 seasonal flu vaccine in the U.S., EU, Canada, and Australia, backed by Phase 3 data showing about 27% relative efficacy in adults 50 and older. See our latest analysis for Moderna. The flu filing has arrived alongside sharp short term share price momentum, with a 1 month share price return of 28.74% and a year to date gain of 15.55%. However, the 1 year total shareholder return of 24.97% and 3 year total shareholder return...

In 2025, a beachfront compound in Naples, Florida, sold for US$133 million, topping Redfin’s report of the year’s priciest U.S. home sales, with every property in the top 10 exceeding US$60 million and Florida and California leading the rankings. The report also highlighted how Redfin, now part of Rocket Companies, is working to build an integrated homeownership platform aimed at making buying a home more affordable and accessible from search through closing. We’ll now examine how Redfin’s...

Coca-Cola announced in late 2025 that CEO James Quincey will step down, with Henrique Braun taking over in March 2026 as the company restructures its operations and begins phased layoffs starting with about 75 roles at its Atlanta headquarters. This leadership handover, paired with cost-cutting and new investment in areas such as AI, signals a meaningful shift in how Coca-Cola plans to run and grow the business. Next, we’ll examine how this CEO transition and restructuring, including the...

Institutional buying and earnings turnaround put First Advantage in focus Onex Canada Asset Management recently raised its position in First Advantage (FA), adding 240,978 shares in the third quarter of 2025, alongside earnings that showed revenue growth and a turnaround in net income. See our latest analysis for First Advantage. First Advantage's recent news arrives alongside a 9.33% 1 month share price return and a 6.11% year to date share price return at a current share price of $15.12,...

Restaurant Brands International (QSR) recently reported quarterly revenue growth of 6.9% year on year, topping analyst expectations by 2.4%. This result has put fresh attention on the fast food owner’s stock. See our latest analysis for Restaurant Brands International. The latest results come after a softer patch for the shares, with a 30 day share price return of a 7.97% decline and a year to date share price return of a 0.19% decline. However, the 1 year total shareholder return of 11.24%...

Becton Dickinson (BDX) is in focus after its Phasix Mesh received CE marking for prophylactic hernia use across Europe and was used in a first laparotomy reinforcement case in Greece, widening its surgical reach. See our latest analysis for Becton Dickinson. The Phasix Mesh news comes as Becton Dickinson’s share price has shown recent momentum, with a 7 day share price return of 4.97% and a 30 day share price return of 5.88%. However, the 1 year total shareholder return of a 9.63% decline and...

Morgan Stanley’s rating change on BorgWarner (BWA), along with its updated 2025 outlook and cautious stance on electric vehicles, has put fresh attention on how the company balances combustion, hybrid and remanufactured parts opportunities. See our latest analysis for BorgWarner. The rating change comes after a period of improving momentum, with BorgWarner’s recent 30-day share price return of 10.6% and 90-day share price return of 11.8%, alongside a 1-year total shareholder return of 50.6%...

Expeditors International of Washington (EXPD) is back on investors’ radar after recent trading, with the stock closing at $157.50. That move sits against a backdrop of steady revenue and net income figures. See our latest analysis for Expeditors International of Washington. The recent 2.01% 1 day share price return sits alongside a 30.43% 90 day share price return and a 43.10% 1 year total shareholder return. This suggests momentum has been building over both shorter and longer periods. If...

Coherent (COHR) has drawn investor attention after recent share price moves, with the stock closing at $194.11. That performance sits alongside double digit annual revenue and net income growth based on the latest reported figures. See our latest analysis for Coherent. The recent 4.2% 1 day share price return and 66.4% 90 day share price return sit alongside a 99.2% 1 year total shareholder return and a very large 3 year total shareholder return, suggesting momentum has been building over...

In early January 2026, Federal Housing Finance Agency Director Bill Pulte publicly questioned the pricing practices of major credit bureaus, including Equifax, after mortgage lenders raised concerns about rising credit-reporting costs. This criticism brings regulatory attention squarely onto Equifax’s core business model, raising questions about how pricing oversight could influence its profitability and competitive position. Next, we’ll examine how this heightened regulatory scrutiny of...

Recent performance snapshot for SL Green Realty With no single headline event driving SL Green Realty (SLG) into focus, investors are instead looking at how its recent share performance and earnings profile line up with the fundamentals disclosed in its latest figures. The stock’s recent returns show a 2.6% move over the past day, 5.2% over the past week and a 14.2% gain over the past month. This is set against a 16.2% decline in the past 3 months and a 22.1% negative total return over the...

Why Amphenol is suddenly in focus Amphenol (APH) is back on traders’ screens after Nvidia’s Rubin AI chip platform highlighted demand for denser connector usage. At the same time, investors are preparing for a higher dividend and upcoming quarterly earnings. See our latest analysis for Amphenol. The Rubin AI announcement and the CommScope acquisition agreement have arrived after a 12.39% 90 day share price return, while Amphenol’s 1 year total shareholder return of 99.37% points to strong,...

Recently, commentary around Planet Fitness highlighted two years of weak same-store sales and shrinking returns on capital, raising concerns about the effectiveness of its growth investments. At the same time, expectations for a higher free cash flow margin suggest the company may have more flexibility to fund club reinvestment or return cash to shareholders despite these operational headwinds. Next, we’ll examine how Planet Fitness’s weak same-store sales and pressured returns on capital...

Piper Sandler Companies (PIPR) has reshaped its senior leadership across investment banking and capital markets, appointing J.P. Peltier as global co-head alongside new co-heads in healthcare, consumer, and equity capital markets. See our latest analysis for Piper Sandler Companies. The reshuffle comes after a steady run in the shares, with a 7-day share price return of 7.2% and a 90-day share price return of 8.34%. The 1-year total shareholder return of 27.17% and 5-year total shareholder...

In early January 2026, Transocean Ltd. announced a new contract in Brazil for the Deepwater Mykonos with bp and an extension in Norway for the Transocean Enabler, together adding approximately US$168 million of firm backlog and extending rig commitments, including the Enabler’s work through September 2027. This fresh backlog strengthens Transocean’s revenue visibility in two core offshore markets, reinforcing the role of its high-spec fleet in securing long-duration work with major energy...

Snowflake Inc. recently announced it has expanded its collaboration with Google Cloud, integrating Google’s Gemini 3 models directly into Snowflake Cortex AI so enterprises can build and run generative AI applications on governed data without moving it across platforms. The partnership also extends Snowflake’s availability on Google Cloud into new regions, enhances co-selling and marketplace routes, and introduces Gen2 Warehouses on Axion-based C4A machines, which management describes as...

In recent days, Diebold Nixdorf has emerged from its past restructuring with analysts now expecting year-over-year earnings and revenue growth, supported by renewed contract wins in ATM fleets, software upgrades, and retail automation solutions. An interesting development is the board’s authorization of a US$200,000,000 share repurchase program in November, which, alongside a focus on deleveraging and cost discipline, signals management’s confidence in the company’s ongoing balance sheet...

On 2 January 2026, Flutter Entertainment plc reported that it had 175,224,066 ordinary shares in issue as of 31 December 2025, each carrying one vote, in line with UK FCA disclosure rules. This confirmation of the company’s capital base comes as Flutter intensifies investment in US expansion through its FanDuel brand amid a rapidly evolving sports betting landscape. We’ll now explore how Flutter’s aggressive FanDuel-led US expansion could reshape its existing investment narrative and...

Hesai Group (NasdaqGS:HSAI) is back in focus after announcing plans to double its annual lidar production capacity to over 4 million units in 2026, alongside a new lidar partnership with NVIDIA’s DRIVE AGX Hyperion 10 platform. See our latest analysis for Hesai Group. These production and partnership updates arrive after a sharp rebound in the short term, with a 33.33% 1 month share price return and an 81.57% 1 year total shareholder return, suggesting improving momentum after a softer 90 day...