U.S. Hospitality Stock News

In recent weeks, FedEx and UPS were forced to ground many aging cargo aircraft after a tragic explosion, cutting air capacity during the critical holiday shipping period and heightening reliance on alternative carriers such as the U.S. Postal Service and Amazon. This disruption underscores how concentrated fleets and older aircraft can amplify supply-chain risk, testing FedEx’s operational resilience just as peak-season efficiency matters most for customers and margins. We’ll now explore how...

In the third quarter of 2025, Voya Financial reported adjusted operating earnings above expectations, fueled by higher fee and net investment income and stronger contributions from its Retirement and Employee Benefits businesses. The board’s decision to raise the quarterly dividend by 4% from the fourth quarter of 2025 highlights management’s confidence in sustaining capital returns through earnings strength and recent acquisitions. We’ll now examine how this better‑than‑expected earnings...

EZCORP (EZPW) has quietly delivered strong gains this year, and the move is catching investor attention. With the pawn and pre-owned retail business humming along, the recent rally raises fair questions about what is already priced in. See our latest analysis for EZCORP. The recent climb to a share price of $20.14, backed by a 30 day share price return of 11.89 percent and a 5 year total shareholder return of 294.90 percent, suggests momentum is still building as investors reassess EZCORP’s...

Royal Gold (RGLD) just gave income focused investors something to chew on, boosting its annual dividend by 6% alongside record third quarter revenue, even as earnings per share came in a bit light. See our latest analysis for Royal Gold. The latest dividend hike and portfolio expansion moves, including the Kansanshi Stream and Mount Milligan life extension, come as Royal Gold’s 30 day share price return of 16.35 percent and nearly 50 percent year to date share price gain signal building...

U.S. Bancorp (USB) just posted an 18% profit jump in its latest quarter, with net income climbing to $1.89 billion. This puts its fee businesses and recent stock strength squarely in the spotlight for investors. See our latest analysis for U.S. Bancorp. The $51.26 share price has been grinding higher in recent weeks, with a 1 month share price return of 9.67% that builds on a solid 3 year total shareholder return of 37.36%. This suggests momentum is gradually rebuilding as investors...

Recently, Morgan Stanley and other analysts upgraded their views on Vertex Pharmaceuticals, citing growing confidence in its kidney disease pipeline, particularly povetacicept and inaxaplin, which are progressing through late-stage clinical trials. This renewed focus on Vertex’s kidney candidates highlights how successfully broadening beyond cystic fibrosis treatments could reshape the company’s long-term revenue mix and risk profile. We’ll now explore how this increased optimism around...

If you have been wondering whether Church & Dwight is starting to look like quietly attractive value or just a quality name at the wrong price, you are not alone. The stock has drifted lower recently, with shares down about 0.8% over the last week, 2.5% over the past month and roughly 20.2% over the last year, even though the 3 year return is still positive at 9.4%. That pullback comes after a long run where defensive, household names like Church & Dwight were bid up as safe havens. The...

Meritage Homes (MTH) has quietly lagged the market this year, with the stock down about 5% year-to-date and roughly 18% over the past year despite steady revenue and profit growth. See our latest analysis for Meritage Homes. At a share price of $72.23, Meritage’s 1 month share price return of nearly 9% hints that sentiment may be stabilising after a tougher stretch, even though the 1 year total shareholder return remains firmly negative. If Meritage’s recent rebound has you rethinking where...

Domo (DOMO) has just put Q3 2026 on the books with revenue of about $79.4 million and a basic EPS loss of roughly $0.25, keeping the focus firmly on how efficiently the business is converting its topline into sustainable earnings. The company has seen quarterly revenue hover in a tight band around $78 million to $80 million over the past six reported periods, while EPS has similarly stayed in negative territory between approximately $0.25 and $0.56 per share, underscoring that margins remain...

Natera recently filed two shelf registrations to offer a combined 2,040,691 shares of common stock worth about US$478.72 million, alongside an employee stock plan–related tranche, while also preparing to present new clinical data on its Signatera test at the 2025 ASH Annual Meeting. The upcoming lymphoma data for Signatera, including earlier recurrence detection than imaging and use in NCCN-endorsed ctDNA-MRD assessment, may further strengthen its role in hematologic cancer management. We’ll...

Hewlett Packard Enterprise (HPE) has wrapped up FY 2025 with fourth quarter revenue of $9.7 billion, Basic EPS of $0.11, and net income of $146 million, putting a spotlight on how its margins are holding up late in the fiscal year. The company has seen revenue move from $8.5 billion and Basic EPS of $1.02 in Q4 2024 to $9.7 billion and $0.11 in Q4 2025. Over the same period, trailing twelve month EPS has swung from $1.95 to slightly negative, setting up a nuanced debate around the trade off...

Clearwater Analytics Holdings has acquired Enfusion and Beacon, moving beyond its insurance roots to offer a broader cloud-based investment accounting and analytics platform for asset managers and hedge funds, while maintaining a reported 98% gross retention rate and high new-business win rates. By integrating these acquired platforms into a single security master, Clearwater aims to simplify client workflows, improve operating efficiency and enhance its competitive edge in institutional...

Intercontinental Exchange (ICE) just strung together a trio of positive updates, with stronger November trading volumes, record open interest across key contracts, and extensions of major client relationships that reinforce its market infrastructure role. See our latest analysis for Intercontinental Exchange. Those operational wins are feeding into sentiment, with the latest $157.82 share price sitting above its start of year level and a strong three year total shareholder return suggesting...

Centene (CNC) has quietly drifted lower this week, even after a strong past 3 months. That disconnect is catching some investors’ attention as they reassess what the recent rebound really implies. See our latest analysis for Centene. Even with a sharp 32.3% 3 month share price rebound, the stock is still nursing a heavy year to date share price loss, and multi year total shareholder returns remain deeply negative. This suggests sentiment is stabilising rather than fully turning bullish. If...

Hilton Grand Vacations (HGV) just posted quarterly revenue of about $1.3 billion, essentially flat from last year. However, it landed roughly 5% below Wall Street’s expectations, raising fresh questions about execution. See our latest analysis for Hilton Grand Vacations. The muted revenue print helps explain why the 3 month share price return is down about 10 percent. Even though the year to date share price return is still positive and longer term total shareholder returns remain modest,...

Wondering if Crown Castle is quietly becoming a value play while the market looks elsewhere? This is exactly the kind of setup where a closer look at valuation can pay off. The stock has been under pressure, with shares at around $89.28 and returns of -2.2% over the last week and -7.4% over the past year. This often signals shifting views on both growth prospects and risk. Recently, investors have been focused on Crown Castle's strategic moves around its tower and fiber assets, including...

Equinix (EQIX) has been drifting lower this year, even though its business continues to grow. With the stock down about 21% year to date, investors are starting to revisit the valuation. See our latest analysis for Equinix. The recent slide, including a 1 month share price return of minus 9.8 percent and year to date share price return of minus 21.5 percent, contrasts with a still positive 3 year total shareholder return of 16.8 percent. This suggests momentum has cooled even as the long term...

In recent months, Customers Bancorp reported a year-on-year revenue increase of 38.9%, beating net interest income estimates and highlighting robust deposit and loan growth alongside improved efficiency. At the same time, Wall Street analysts have maintained a “Moderate Buy” consensus with no sell ratings, even as Chairman & CEO Jay Sidhu sold 128,185 shares, underscoring confidence in the bank’s digitally focused commercial and consumer banking model. With strong earnings and analyst...

American Eagle Outfitters recently reported third-quarter 2025 results showing sales of US$1,362.7 million and net income of US$91.34 million, and raised fourth-quarter and full-year operating income guidance on the back of stronger-than-expected demand, particularly in its Aerie and Offline brands. On top of the earnings upgrade, the company reaffirmed shareholder returns by declaring a US$0.125 quarterly dividend and confirming completion of a US$421.49 million share repurchase program...

If you are wondering whether Morgan Stanley at $176.51 is still good value after such a strong run, you are not alone. That is exactly what we will unpack here. The stock has climbed 4.0% over the last week, 6.9% in the past month, and an impressive 41.5% year to date, adding to gains of 39.6% over 1 year, 118.3% over 3 years, and 227.0% over 5 years. Those moves have come as investors focus on big picture themes like the evolving interest rate backdrop and expectations for deal making,...

Ulta Beauty (ULTA) just turned in another busy quarter, with Q3 2026 revenue of about $2.9 billion, basic EPS of $5.16, and net income of $230.9 million. This sets the stage for investors to recheck the trajectory of its beauty retail engine. The company has seen quarterly revenue move from $2.53 billion in Q3 2025 to $2.86 billion in Q3 2026 alongside EPS holding in the mid single digits. Trailing 12 month revenue has climbed to roughly $12.0 billion and EPS to $26.25, giving investors a...

CrowdStrike Holdings (CRWD) has been on a strong multiyear run, with the stock up about 345% over the past 3 years, even as recent month performance has cooled slightly. See our latest analysis for CrowdStrike Holdings. At a share price of $512.03, CrowdStrike’s recent pullback, including a 1 month share price return of minus 4.14%, sits against a much stronger backdrop, with a roughly 47% year to date share price return and a powerful 3 year total shareholder return nearing 345%. This...

In early December 2025, ING and Broadcom announced that ING has extended its collaboration to modernize its private cloud using VMware Cloud Foundation 9.0 across multiple regions to meet stringent security, compliance, and data sovereignty requirements. This deepened VMware deployment at a large global bank highlights Broadcom’s growing role in mission-critical financial infrastructure alongside its AI-focused semiconductor momentum. Now we’ll examine how this expanded VMware Cloud...

If you are wondering whether DigitalBridge Group is still a smart way to play digital infrastructure, you are not alone. This stock has been catching more eyes lately as investors reassess what fair value really looks like. After a sharp 45.4% jump over the last 7 days and a 21.0% gain over the past month, the stock is now up 27.3% year to date. However, its 5 year return of 24.9% still tells a more cautious story. Recent attention has centered on DigitalBridge's ongoing pivot toward being a...