U.S. Hospitality Stock News

Playtika Holding Corp. recently reported full-year 2025 results, with revenues rising to US$2.76 billion while swinging from net income to a net loss, and issued 2026 revenue guidance of US$2.70 billion to US$2.80 billion. The return to losses despite higher sales puts the spotlight on how acquisitions like SuperPlay and growing direct-to-consumer channels are affecting profitability and the quality of Playtika’s earnings mix. We’ll now examine how Playtika’s revenue beat and margin trends,...

Samsara FY 2026 earnings snapshot Samsara (IOT) has just wrapped up FY 2026 with fourth quarter revenue of US$444.3 million and basic EPS of US$0.04, alongside trailing twelve month revenue of about US$1.6 billion and a small trailing net loss of US$9.1 million. The company has seen quarterly revenue move from US$346.3 million in Q4 FY 2025 to US$444.3 million in Q4 FY 2026, while basic EPS shifted from a loss of US$0.02 to a profit of US$0.04 over the same period. Over that time, the...

Why Modine Manufacturing is on investors' radar now Modine Manufacturing (MOD) has drawn attention after its shares closed at $187.29, with recent returns ranging from a 6.1% decline over the past month to a 14.9% gain in the past 3 months. See our latest analysis for Modine Manufacturing. That sharp 8.5% 1 day share price decline and 17.6% 7 day share price pullback come after a strong run, with a year to date share price return of 33.0% and a very large 5 year total shareholder return...

If you are wondering whether Public Service Enterprise Group at around US$83.35 is still reasonably priced or already baking in a lot of optimism, you are in the right place. The stock has had a mixed set of recent returns, with a 3.2% decline over the last 7 days, 4.0% over the past 30 days, 2.9% year to date, and 8.8% over the past year, alongside 3 year and 5 year returns of 62.0% and 69.3% respectively. These moves sit against a backdrop of ongoing interest in US utility names, where...

Heritage Financial stock overview after recent performance Heritage Financial (HFWA) has drawn investor attention after a mixed run, with the share price showing a 1 day decline of 1.6%, a 6.5% fall over the past month, and a 5% gain over the past 3 months. See our latest analysis for Heritage Financial. With the latest share price at $25.35, Heritage Financial’s recent pullback, including a 6.5% 1 month share price decline, sits against a 6.96% year to date share price return and a 10.45% 1...

Cardinal Health (NYSE:CAH) has announced the planned retirement of Senior Vice President and Chief Accounting Officer Mary Scherer. The company has begun a search for her successor to help ensure continuity in its finance and accounting leadership. For a company the size of Cardinal Health, a change in the chief accounting role is an important governance event that many investors may watch closely. With shares recently trading at $217.78 and a 1-year return of 74.3%, the stock has already...

Warrior Met Coal has already begun operations at its Blue Creek mine eight months ahead of schedule, driving a very large year-on-year increase in fourth-quarter production and sales volumes, and supporting solid recent quarterly and full-year results. This early ramp-up, alongside a stronger cost structure and expanding reserve base, could meaningfully influence how investors assess Warrior Met Coal’s ability to benefit from long-term demand for high-quality steelmaking coal. Next, we’ll...

TeraWulf (WULF) is back in focus after Alphabet’s Google agreed to increase its backstop support to US$3.2b, paired with stock warrants and plans to fund large scale data center expansion. See our latest analysis for TeraWulf. The Google backstop has arrived after a volatile stretch, with a 15.35% 1 month share price return giving way to a 9.72% one day pullback and 15.23% 7 day decline. At the same time, the 1 year total shareholder return of 281.94% and very large 3 year total shareholder...

Kilroy Realty Corporation recently reshaped its governance, appointing Gary Stevenson as Board Chair, refreshing key committee leadership, expanding the Board with two independent directors, and realigning ESG and human capital oversight, with all changes effective February 24, 2026. The addition of experienced real estate and capital markets leaders, alongside folding sustainability oversight into core committees, signals a tighter integration of ESG, risk management, and long-term...

Costco Wholesale (NasdaqGS:COST) plans to return tariff refunds to customers after recent US Supreme Court and trade court rulings on emergency import tariffs. Management has indicated that any refunds received will be used to reduce prices for members, reinforcing the retailer’s focus on value. The decision could influence Costco’s pricing position against other big box and grocery retailers that also import a large share of their merchandise. Costco operates a membership based warehouse...

In recent weeks, CCC Intelligent Solutions Holdings Inc. appointed veteran data and AI-focused executive John Schweitzer to its board and authorized a new US$500 million share repurchase program, including a US$300 million accelerated share repurchase with Bank of America. The combination of AI-oriented board expertise and a sizeable buyback plan signals CCC’s emphasis on scaling its data-driven platform while actively managing its capital structure. Next, we’ll examine how adding an...

In recent weeks, Palantir Technologies reported one of its strongest quarters yet, with rapid AI-driven revenue growth, new multimillion-dollar defense contracts, and expanding use of its platforms across U.S. government and commercial clients, while also beginning the complex process of replacing Anthropic’s AI models in key military systems after a Pentagon ban. At the same time, rising geopolitical tensions and government restrictions on rival AI providers have pushed Palantir deeper into...

Nio (NYSE:NIO) is restructuring its European business, moving from a direct sales model to a distributor and dealer network in response to sharply weaker regional sales. The company has replaced senior management and reorganized its European operations while pushing ahead with next generation battery work, including solid state R&D and a new battery subsidiary in Shanghai. Nio is also expanding its Firefly brand into Southeast Asia, starting with Thailand, as it adjusts its product mix and...

In early March 2026, Citron Research publicly revised its outlook on Credit Acceptance, highlighting the company’s ability to address regulatory pressures while continuing to lend, collect, and generate cash flow. This shift in stance from a high-profile short seller has eased some regulatory anxiety around the business model and appears to be reshaping how investors view Credit Acceptance’s resilience. We’ll now examine how Citron’s more constructive view on Credit Acceptance’s regulatory...

In February 2026, Canadian Solar’s subsidiary Recurrent Energy sold its 200 MWh Fort Duncan Battery Storage facility after bringing it into commercial operation in June 2025, while its e-STORAGE arm previously delivered a first grid-connected battery energy storage system in Sapporo, Japan, supporting local grid needs. Together with investors highlighting Canadian Solar’s move toward full solar-plus-storage systems and battery solutions, these steps underline the company’s push to recycle...

TSMC has secured environmental clearance for a new mega factory and is accelerating development of the facility to expand manufacturing capacity. The new plant is aimed at supporting growing demand for AI hardware and advanced chips used across data centers and high performance computing. This expansion is expected to add significant direct and supply chain employment and reinforce TSMC's role in the global semiconductor supply chain. For investors tracking Taiwan Semiconductor...

MGM Resorts International recently faced increased investor scrutiny as geopolitical tensions in the UAE raised questions about its planned non-gaming resort project “The Island” in Dubai, which is targeting a 2028 opening and may include a casino license application. The situation highlights how regional security risks can directly affect the outlook for large-scale tourism and entertainment developments that are central to MGM’s international expansion plans. Next, we’ll examine how rising...

Cadence Design Systems (CDNS) kicked off investor conversations after posting quarterly revenue of US$1.44b and earnings per share of US$1.99, both above consensus estimates, along with updated analyst outlooks and detailed backlog figures. See our latest analysis for Cadence Design Systems. Against this backdrop of earnings and backlog news, the share price has been choppy, with a 9.40% 1 month share price return and a 12.03% 3 month share price decline. However, the 1 year total shareholder...

If you are trying to figure out whether Itron shares are attractively priced or not, starting with a clear view of its current valuation is essential. The stock closed at US$91.25, with returns of 2.9% decline over 7 days, 10.5% decline over 30 days, 3.4% decline year to date, 13.8% decline over 1 year, 72.7% gain over 3 years and 3.6% decline over 5 years. These figures may change how investors think about both risk and potential upside. Recent coverage around Itron has focused on its role...

Why ProPetro Holding (PUMP) Is Back on Investors’ Radar ProPetro Holding (PUMP) is attracting fresh attention after its Q4 report, a Barclays research update, and new details on the growth plans for its PROPWR power generation segment. See our latest analysis for ProPetro Holding. At a latest share price of US$12.40, ProPetro’s 30-day share price return of 10.91% and 26.27% year to date, together with a 69.86% 1-year total shareholder return, point to building momentum as investors react to...

If you are wondering whether Sarepta Therapeutics is now a bargain or a value trap after its recent performance, you are not alone. The stock last closed at US$16.71, with returns of a 0.3% decline over 7 days, a 15.3% decline over 30 days, a 21.6% decline year to date, and an 83.8% decline over 1 year, which will naturally raise questions about both upside potential and risk. Recent news coverage around Sarepta Therapeutics has focused on its position in the pharmaceuticals and biotech...

Lowe's Companies, Inc. recently reported fourth-quarter 2025 sales of US$20,584 million and net income of US$999 million, with full-year sales rising to US$86,286 million while net income eased to US$6,654 million, alongside lower diluted EPS from continuing operations year over year. At the same time, Lowe's issued cautious full-year 2026 guidance, projecting total sales of US$92.00 billion to US$94.00 billion, flat to 2% comparable sales, operating margins of 11.2% to 11.4%, and diluted...

Bilibili Inc. has reported fourth-quarter 2025 revenue of ¥8,321.37 million and net income of ¥513.4 million, helping lift full-year revenue to ¥30,347.77 million and turning a prior-year net loss of ¥1,346.8 million into a ¥1,193.53 million profit. This marks Bilibili’s first full year of GAAP profitability, underpinned by a 27% rise in advertising revenue, deeper AI integration, and higher user engagement and paying users across its video platform. We’ll now examine how Bilibili’s first...

Domino's Pizza, Inc. has already reported its fourth-quarter and full-year 2025 results, showing higher revenue and earnings year over year, while also lifting its quarterly dividend to US$1.99 per share and completing a US$540.46 million share repurchase program that retired 3.54% of its stock. At the same time, Domino's is pushing its "Best Deal Ever" US$9.99 pizza promotion and social-first influencer campaign around the basketball tournament, signaling a focus on traffic-driving value...