U.S. Hospitality Stock News

NasdaqGS:GSHD
NasdaqGS:GSHDInsurance

Goosehead Insurance (GSHD) Margin Compression Challenges Bullish Earnings Growth Narratives

Goosehead Insurance (GSHD) closed FY 2025 with fourth quarter revenue of US$105.3 million and basic EPS of US$0.50, alongside trailing twelve month revenue of US$365.3 million and EPS of US$1.11 that frame the latest print in a wider context of reported earnings. Over the past six quarters, revenue has moved from US$77.8 million in Q3 2024 to US$105.3 million in Q4 2025, while quarterly EPS has ranged from US$0.09 in Q1 2025 to US$0.60 in Q4 2024. This gives investors a clearer view of how...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

The Bull Case For Hamilton Lane (HLNE) Could Change Following Its RWA‑Backed Stablecoin Partnership With STBL

In February 2026, STBL announced a partnership with Hamilton Lane and Securitize to launch a real‑world‑asset‑backed stablecoin on OKX’s X Layer blockchain, using a feeder fund into Hamilton Lane’s Senior Credit Opportunities Fund as part of the collateral structure to support regulated onchain financial products. An important aspect of this initiative is the use of Hamilton Lane’s institutional private credit exposure within a tokenized framework, positioning the firm at the intersection of...
NYSE:DBD
NYSE:DBDTech

Diebold Nixdorf (DBD) Is Up 11.5% After Buybacks And Swing To Profitability Amid Arena Exit

In February 2026, Diebold Nixdorf reported that it had completed two share repurchase programs totaling 2,307,275 shares for US$150.57 million and announced fourth-quarter 2025 net income of US$49.6 million, with full-year 2025 net income of US$94.6 million following a loss a year earlier. At the same time, Arena Capital Advisors fully exited its roughly US$35 million position, meaning improved profitability and capital returns are unfolding alongside a complete withdrawal by one of the...
NYSE:FVRR
NYSE:FVRRProfessional Services

Fiverr (FVRR) Earnings Growth And 5.2% Margin Test Bullish Profitability Narrative

Fiverr International (FVRR) just posted its FY 2025 numbers with Q3 revenue of US$107.9 million and basic EPS of US$0.15, set against trailing twelve month revenue of US$427.4 million and EPS of US$0.62 that reflect earnings growth of 121.2% over the past year. The company has seen quarterly revenue move from US$94.7 million in Q2 2024 to a range of roughly US$107 million to US$108.6 million across the first three quarters of 2025. Over the same 2025 periods, basic EPS shifted from US$0.09 in...
NasdaqGM:ODD
NasdaqGM:ODDPersonal Products

Has The 32.6% One Year Share Price Drop Created An Opportunity In Oddity Tech (ODD)?

If you are wondering whether Oddity Tech's share price reflects its true potential, this article walks through how the current market price lines up with several valuation checks. The stock last closed at US$29.98, with a 2.8% return over the past 7 days, a 15.3% decline over 30 days, and a 24.0% decline year to date, while the 1 year return sits at a 32.6% decline. Recent coverage of Oddity Tech has focused on its position within the household and beauty space, including how its digital...
NYSE:PCG
NYSE:PCGElectric Utilities

Is PG&E (PCG) Pricing Reflect Its Value After Wildfire And Grid Investment Headlines

If you are wondering whether PG&E's current share price reflects its true value, you are not alone. Many investors are asking the same question as the stock trades around US$17.88. Over the short to medium term, PG&E has recorded returns of 4.6% over 7 days, 14.5% over 30 days, 9.9% year to date, 15.1% over 1 year and 16.5% over 3 years, while the 5 year figure stands at 58.5%. Recent headlines around PG&E have continued to focus on the company and its role in the California utilities...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

A Look At TMC The Metals (TMC) Valuation After Key Deep Sea Mining Permitting Milestone

Regulatory milestone puts TMC the metals (NasdaqGS:TMC) in focus TMC the metals (NasdaqGS:TMC) has moved into the spotlight after securing a key permitting milestone for its deep sea mining projects, a development tied directly to progressing its polymetallic nodule assets toward commercialization. See our latest analysis for TMC the metals. The permitting milestone comes after a mixed stretch for the stock, with a 1 day share price return of 1.20% to US$5.90, a 30 day share price return...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health Buyback Highlights Valuation Gap And Mixed Share Price Momentum

Hinge Health (NYSE:HNGE) has completed a share buyback, repurchasing over 10% of its shares. The buyback signals management's confidence in the company and its current valuation. For investors, the key point is that Hinge Health has taken more than 10% of its own stock off the market. With shares at $40.56 and a value score of 4, the company is pairing an active capital decision with a relatively low internal value rating. This combination can draw attention from investors who focus on...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC) Is Down 13.4% After Flat 2026 Outlook Tempers AI and Profitability Momentum

In February 2026, Teradata reported its fourth-quarter and full-year 2025 results, showing modest year-over-year revenue growth in Q4 to US$421 million, higher quarterly and annual net income, and improved diluted EPS alongside updated 2026 guidance calling for broadly flat revenue and earnings in the range of US$0.36–US$0.40 for Q1 and US$1.26–US$1.36 for the full year. Management also highlighted stronger customer uptake of Teradata’s AI-focused and hybrid cloud offerings, while the...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Starboard Targets Tripadvisor Board As Activism Meets AI And Experiences Story

Starboard Value has launched an activist campaign targeting Tripadvisor's board, seeking to replace a majority of directors. The investor is urging Tripadvisor to consider options to maximize shareholder value, including a possible sale of the company. Starboard has criticized Tripadvisor's strategic direction, use of Generative AI, and past decisions it views as unfavorable to shareholders. For anyone tracking NasdaqGS:TRIP, this campaign comes after a challenging stretch for the stock...
NYSE:BHC
NYSE:BHCPharmaceuticals

A Look At Bausch Health Companies (BHC) Valuation After Mixed Quarterly Results And China Expansion

Bausch Health Companies (NYSE:BHC) is back in focus after reporting its eleventh consecutive quarter of revenue and adjusted EBITDA growth, while posting a quarterly net loss and missing earnings expectations. See our latest analysis for Bausch Health Companies. Despite the recent earnings miss and quarterly net loss, investors have reacted with a 1-day share price return of 3.34% to US$6.19. However, the 30-day share price return of 11.32% and year-to-date share price return of 14.15%...
NYSE:ED
NYSE:EDIntegrated Utilities

The Bull Case For Consolidated Edison (ED) Could Change Following Its 52-Year Dividend Hike Streak

Consolidated Edison recently declared a higher quarterly dividend, extending its streak of annual increases to 52 years and reaffirming its status as a Dividend King, alongside preparing to report fourth-quarter and full-year results. This combination of a long-running commitment to growing shareholder payouts and upcoming earnings has sharpened attention on how the utility balances income stability with future investment needs. Next, we will explore how Consolidated Edison’s 52-year...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

IDEAYA Biosciences (IDYA) Q4 Loss Of US$83.3 Million Tests Bullish Growth Narrative

IDEAYA Biosciences (IDYA) has wrapped up FY 2025 with Q4 revenue of US$10.9 million, a basic EPS loss of US$0.94, and net income excluding extra items at a loss of US$83.3 million. Trailing twelve month figures show revenue of US$218.7 million and a basic EPS loss of US$1.28. Over recent quarters, the company’s revenue moved from US$7.0 million in Q4 2024 to US$207.8 million in Q3 2025 before landing at US$10.9 million in Q4 2025. Basic EPS ranged from a loss of US$1.49 in Q4 2024 to a profit...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Adds Maritime Tech Voice As Debt And Valuation Scrutinized

Royal Caribbean Cruises Ltd. (NYSE:RCL) has appointed Christopher J. Wiernicki to its Board of Directors. Wiernicki brings extensive experience in marine engineering, digitalization, and safety to the company. The appointment is positioned to support Royal Caribbean's ongoing work on operational discipline and clean energy transition. Royal Caribbean, one of the major players in global cruising, sits at the intersection of travel, marine engineering, and large scale hospitality. As the...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

A Look At Allegro MicroSystems (ALGM) Valuation After Upgrade, New Sensor Launch And Earnings Beat

Morgan Stanley’s recent upgrade of Allegro MicroSystems (ALGM), paired with earnings that topped expectations, has focused attention on how the new ACS37017 current sensor and leadership changes could shape the stock’s risk reward profile. See our latest analysis for Allegro MicroSystems. The recent 1 day share price decline of 7.44% and 7 day share price return of negative 9.86% sit against a stronger backdrop, with a 90 day share price return of 69.25% and 1 year total shareholder return of...
NYSE:PEG
NYSE:PEGIntegrated Utilities

What Public Service Enterprise Group (PEG)'s US$4.58 Billion Secured Debt Funding Plan Means For Shareholders

Public Service Enterprise Group recently filed to issue US$4.58 billion in secured medium-term notes to help fund its US$22.50–US$26.00 billion five-year capital investment program, while reporting a 26% year-over-year increase in Q3 2025 non-GAAP operating earnings driven by higher distribution rates and regulated capital spending. The company also reaffirmed its 2029 earnings growth targets and emphasized funding its investment plan without new equity issuance or asset sales, highlighting...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Eve Holding (EVEX) Valuation After New AirX Asia Pacific eVTOL Order And Investor Day Update

Investor day spotlight and new Asia Pacific order Eve Holding (EVEX) recently held an Analyst and Investor Day and highlighted a second binding order from Japan based AirX for up to 50 eVTOL aircraft, its first commercial commitment in the Asia Pacific region. The AirX deal, with initial deliveries planned for 2029 and intended for urban routes in Tokyo and Osaka, offers investors a clearer view of how Eve’s zero emission, low noise aircraft might be used in real world operations. See our...
NYSE:SUN
NYSE:SUNOil and Gas

Assessing Sunoco (SUN) Valuation After Recent Momentum And Acquisition-Driven Growth Narrative

With no single headline event driving attention today, Sunoco (SUN) is on investors’ radar as they assess its recent share price gains and how its fuel distribution and infrastructure business supports those returns. See our latest analysis for Sunoco. The recent 1 month share price return of 6.49% and 90 day share price return of 12.45% sit alongside a 5 year total shareholder return of 175.25%. This points to momentum that has built over several years rather than just a short term...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Margin Expansion To 12.7% Tests Slowing Growth Concerns

Itron (ITRI) closed out FY 2025 with Q4 revenue of US$571.7 million and basic EPS of US$2.25, set against trailing twelve month revenue of about US$2.4 billion and EPS of US$6.62 that followed 25.9% earnings growth over the last year. Over recent periods the company has seen quarterly revenue move between US$571.7 million and US$607.2 million with EPS ranging from US$1.43 to US$2.25, while the trailing twelve month net profit margin held at 12.7% versus 9.8% the prior year. This gives this...
NYSE:MED
NYSE:MEDPersonal Products

Medifast (MED) Q4 Loss Deepens Bearish Narratives On Earnings Sustainability

Medifast (MED) closed out FY 2025 with Q4 revenue of US$75.1 million and a basic EPS loss of US$1.65, alongside a trailing twelve month EPS loss of US$1.70 on revenue of US$385.8 million. Over the last six reported quarters, revenue has moved from US$140.2 million in Q3 2024 to US$75.1 million in Q4 2025, while quarterly EPS has ranged from a profit of US$0.23 in Q2 2025 to a loss of US$1.65 in Q4 2025. With the stock at US$10.71, the latest print keeps the focus firmly on pressure at the...
NYSE:RSI
NYSE:RSIHospitality

Rush Street Interactive (RSI) Profitability Shift Tests Bullish Earnings Narratives

Rush Street Interactive (RSI) closed FY 2025 with Q4 revenue of US$324.9 million and basic EPS of US$0.05, alongside net income of US$5.2 million, rounding out a year in which trailing twelve month revenue reached about US$1.1 billion and EPS came in at US$0.32. The company has seen quarterly revenue move from US$232.1 million in Q3 2024 to US$324.9 million in Q4 2025, while basic EPS shifted from US$0.01 to US$0.05 over the same stretch. This sets up a story that now hinges on how...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

The Bull Case For Churchill Downs (CHDN) Could Change Following HISA Fee Dispute And Betting Threat

Churchill Downs recently faced enforcement action from the Horseracing Integrity and Safety Authority over US$2,400,000 in unpaid fees for safety inspections and drug testing services, after more than a year of discussions and ongoing federal court challenges. The dispute raises the prospect that HISA could halt out-of-state betting at Churchill Downs and three affiliated tracks, introducing fresh operational and regulatory uncertainty for a business that remains heavily tied to horse...
NYSE:PHM
NYSE:PHMConsumer Durables

New PulteGroup Director Brings Capital Markets Focus To Premium Valuation Context

PulteGroup (NYSE:PHM) has appointed Kristin Gannon as a new independent director to its Board. Gannon brings extensive real estate investment banking and strategic advisory experience to the company. The appointment adds capital markets and transaction expertise to PulteGroup's existing leadership. PulteGroup, trading at $142.1, has experienced substantial longer term share price moves, including a 36.6% return over the past year and a 218.0% return over the past 5 years. Over shorter...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Pricing In Recent Safety Headlines At US$238 After 1-Year Rally

If you are wondering whether Boeing's current share price lines up with its underlying value, this article will walk through what the numbers actually say and how to read them. Over the short term, the stock has moved 1.1% over the last 7 days and shows a 3.5% decline over 30 days, while the year to date return is 4.9% and the 1 year return sits at 28.4%, with 3 year and 5 year returns of 16.1% and 4.2% respectively. Recent headlines for Boeing have focused on operational and safety issues...