U.S. Hospitality Stock News

Ryan Specialty Holdings, Inc. recently announced it will release its Fourth Quarter 2025 results and host an investor conference call on February 12, 2026, while continuing to expand its specialty footprint through acquisitions such as Stewart Specialty Risk Underwriting Ltd. in Canada. At the same time, a series of cautious analyst rating revisions and an analyst-consensus “Outperform” stance highlight a mixed sentiment backdrop around the company’s near‑term prospects. Against this...

Vontier (VNT) stock is in focus after the company was named to CDP’s 2025 Climate Change A List and received a B rating for Water Security, spotlighting its latest sustainability credentials. See our latest analysis for Vontier. At a share price of $38.75, Vontier has seen a 4.45% 1 month share price return and a 2.51% year to date share price return, while its 3 year total shareholder return of 78.81% points to momentum built over a longer period. If this kind of sustainability led story has...

Why NPK International Is Back on Investor Screens NPK International (NPKI) has attracted fresh attention after strong quarterly earnings growth and positive analyst estimate revisions coincided with the share price pushing toward a key technical resistance level. See our latest analysis for NPK International. That renewed interest sits on top of a share price that has climbed 15.99% over the past 90 days and contributed to a 75.41% total shareholder return over the last year. This suggests...

In recent commentary, Jim Cramer highlighted that Cheniere Energy’s stock had been sliding for nearly a year and said it is not his preferred energy investment compared with higher-yielding peers like ONEOK and Enterprise Product Partners. He also pointed investors toward Cheniere Energy Partners and its income-focused profile, underscoring how yield differences can shape preferences within the same LNG ecosystem. Now we’ll consider how Cramer’s preference for yield-rich alternatives and...

Investor attention around SharkNinja (SN) has picked up after the company added veteran investment banker Jason Wortendyke to its Board and Compensation Committee. This governance move could influence how growth decisions are weighed. See our latest analysis for SharkNinja. The board appointment lands during a strong run, with SharkNinja posting a 90 day share price return of 35.35% and a 1 year total shareholder return of 18.55%, suggesting momentum has been building alongside new product...

U.S. prosecutors opening a probe into Federal Reserve Chair Jerome Powell has pushed investor attention toward safe havens, as gold prices set fresh records and put Newmont (NEM) firmly back on many portfolios watchlists. See our latest analysis for Newmont. Newmont’s share price has been catching a strong tailwind from this shift into safe havens, with a 3.64% 1 day share price return, 15.10% 30 day share price return and a 24.76% 90 day share price return. Its 1 year total shareholder...

Why Acer’s patent lawsuit matters for AT&T stock Acer’s new patent infringement lawsuit against AT&T (T) over cellular networking technology puts legal risk in focus for shareholders, raising questions about potential financial exposure and how core network assets are protected. See our latest analysis for AT&T. AT&T’s share price has softened in recent months, with a 90-day share price return of 9.15% and a year-to-date share price return of a 3.34% decline, even as recent headlines have...

Flex (FLEX) is back in focus after quarterly results topped analyst forecasts and its JetCool unit rolled out new liquid cooling solutions at an Equinix data center, highlighting the company’s data center infrastructure capabilities. See our latest analysis for Flex. Flex’s recent data center wins and earnings beat come after a mixed stretch for the share price, with a 1-month share price return of a 9.68% decline, a 1-year total shareholder return of 54.65%, and a 5-year total shareholder...

In early January 2026, A. O. Smith entered a new US$470 million unsecured term loan maturing in 2029 to fund its acquisition of Leonard Valve, while also facing softer residential and commercial water heater shipments and announcing a review of its China operations. The combination of acquisition-funded borrowing, tighter leverage and interest coverage covenants, and a reassessment of China highlights how A. O. Smith is balancing growth ambitions with financial discipline and geographic risk...

Enterprise Products Partners (EPD) is back in focus after its general partner’s board approved a 2.8% increase in the quarterly cash distribution to $0.55 per unit, or $2.20 annualized, for the fourth quarter of 2025. See our latest analysis for Enterprise Products Partners. The distribution hike comes after a steady few months for the units, with the latest share price at $32.09 and a 90 day share price return of 4.22%. The 1 year total shareholder return of 5.58% and 5 year total...

What Borr Drilling’s New Contracts Mean for Investors Borr Drilling (BORR) has drawn fresh attention after announcing new contract commitments for its Ran and Odin jack up rigs in Mexico and the United States, including additional extension options. See our latest analysis for Borr Drilling. These fresh contracts arrive as Borr Drilling’s share price sits at US$4.18, with a 90 day share price return of 58.33% and a 5 year total shareholder return of 143.80%. This suggests momentum has...

If you are wondering whether Ulta Beauty's share price still offers value after a strong run, this article will walk through what the current market price might imply about the stock. Ulta Beauty recently closed at US$661.49, with returns of 1.8% over 7 days, 10.0% over 30 days, 6.7% year to date, 63.7% over 1 year, 33.7% over 3 years, and 125.6% over 5 years. These figures naturally raise questions about what is already priced in and how much risk you are taking on at these levels. Recent...

Recent analyst actions around Brown & Brown (BRO) have turned attention to how a softening property and casualty insurance market could influence the company’s organic growth expectations, margins, and investor sentiment over the next few years. See our latest analysis for Brown & Brown. Brown & Brown’s recent analyst downgrades and concerns about softer property and casualty pricing sit against a share price of US$79.61, with a 90 day share price return of a 16% decline and a 1 year total...

Veracyte (VCYT) shares are in focus after the company released preliminary 2025 results alongside fresh guidance for 2026, outlining expected revenue ranges, testing growth and margin targets that give investors more visibility. See our latest analysis for Veracyte. Veracyte shares have been volatile around the recent guidance, with a 3.35% 1 day share price return to US$43.45 and a 24.93% 90 day share price return. The 1 year total shareholder return of 5.82% contrasts with a 62.80% total...

Markel Group (MKL) is in focus after Markel Insurance named Preeti Gureja as Chief Risk Officer for its US and Bermuda insurance operations. The move puts risk oversight and regulatory engagement at center stage. See our latest analysis for Markel Group. The appointment comes as Markel Group’s share price sits at US$2,119.42, with an 8.35% 90 day share price return and a 26.91% 1 year total shareholder return indicating momentum that has been building rather than fading. If this risk focused...

Why Blue Bird (BLBD) is on investors’ radar Blue Bird (BLBD) has caught investor attention after recent share price moves, with the stock showing mixed returns across different timeframes. That shift is prompting a closer look at how the business is currently positioned. See our latest analysis for Blue Bird. At a share price of $49.0, Blue Bird’s short term share price returns have softened over the last quarter, but its 1 year and 3 year total shareholder returns of 18.21% and roughly 3.3x...

In recent days, Barclays upgraded Kodiak Gas Services to an Overweight rating, while the company announced a dual listing on NYSE Texas and the full exit of EQT Infrastructure’s remaining stake via an underwritten public offering. These moves not only underscore sustained demand for Kodiak’s compression services tied to natural gas volume growth, but also mark a meaningful shift in its shareholder base and governance influence. We’ll now examine how Barclays’ more positive stance, alongside...

AOP Health US, LLC recently expanded US access to its critical care drug Rapiblyk (landiolol) through Cardinal Health and other major distributors, allowing hospitals and health systems to source it via their usual channels. This broadened distribution highlights Cardinal Health’s role as a core conduit for complex therapies in acute care settings, reinforcing its importance in the specialty pharmaceutical supply chain. We’ll now examine how this wider Rapiblyk distribution through Cardinal...

Argan (AGX) is back on investor watchlists after Director Peter W Getsinger sold roughly US$3.38 million in shares, shortly after the company lifted its quarterly cash dividend by 33% and reported earnings ahead of expectations. See our latest analysis for Argan. Those events come after a sharp run, with Argan’s 1 year total shareholder return close to 100% and multi year total shareholder returns several times higher, even as recent share price returns have softened and short term momentum...

Event context and why Aktis Oncology is on investors’ radar Aktis Oncology (AKTS) recently drew attention after a daily share move of about 3%. This has prompted investors to look more closely at how its clinical stage radiopharmaceutical pipeline and current financial profile line up. See our latest analysis for Aktis Oncology. While the latest 1 day share price return of 2.90% was negative, the year to date share price return of 20.83% suggests earlier momentum that investors are now...

Installed Building Products (IBP) has priced and completed a US$500 million fixed rate senior unsecured notes offering due 2034, and has also agreed to repurchase 150,000 shares from an entity owned by its CEO. See our latest analysis for Installed Building Products. These financing moves and the CEO share repurchase come as Installed Building Products trades at US$302.97, with recent momentum reflected in a 10.50% 7 day share price return and a 76.15% 1 year total shareholder return,...

Rising short interest puts fresh focus on Annaly Capital Management (NLY) Recent data shows an 11.63% rise in short interest for Annaly Capital Management (NLY), with 13.08 million shares now sold short, or 1.92% of the float, drawing increased attention to bearish positioning. See our latest analysis for Annaly Capital Management. Despite the recent pickup in bearish positioning, Annaly Capital Management’s share price has held at US$23.19, with a 90 day share price return of 11.92% and a 1...

Vericel Corporation recently issued preliminary, unaudited guidance for the fourth quarter and full year 2025, pointing to 23% quarterly revenue and MACI sales growth and approximately US$276,000,000 in total net revenue, alongside GAAP net income profitability for a second consecutive year. This combination of double-digit top-line expansion and repeat GAAP profitability suggests the company’s regenerative therapies model is scaling operationally as it grows. With Vericel highlighting 23%...

Concentrix Corporation recently reported fourth-quarter and full-year 2025 results showing revenue rising to US$2,552.93 million and US$9.83 billion respectively, but swinging from net income to a very large net loss, while also issuing new 2026 guidance and declaring a US$0.36 quarterly dividend. This combination of higher sales, sharp profitability deterioration, continued dividend payments, and quantified operating-income guidance gives investors fresh insight into how Concentrix is...