U.S. Hospitality Stock News

Earlier this week, Sarepta Therapeutics reported three-year topline results from its Phase 3 EMBARK trial showing ELEVIDYS produced statistically significant, durable improvements in motor function for ambulatory children with Duchenne muscular dystrophy, with no new safety signals observed. A key insight from EMBARK is that ELEVIDYS-treated patients maintained motor abilities above baseline while comparable untreated patients followed the expected age-related decline, underscoring a...

In January 2026, Super Group (SGHC) reported strong fourth-quarter and full-year 2025 results and declared a US$0.25 per-share special cash dividend, payable on February 9, 2026 to shareholders of record as of February 2, 2026. The company also reaffirmed that its 2025 revenue is expected to fall within its prior US$2.17–US$2.27 billion guidance range, underscoring confidence backed by record active customers and deposits. With recent performance supported by a special dividend and...

Molina Healthcare (NYSE:MOH) launches a workforce development partnership to create and train 15,000 home health aides across 26 states. The initiative targets workforce capacity and care access in home and community based settings. A shareholder investigation is opened into the company’s disclosures related to medical cost trends and near term growth risks. Molina Healthcare (NYSE:MOH) focuses on managed care services for government sponsored healthcare programs, so adding 15,000 home...

In its fourth-quarter 2025 investor letter, Meridian Growth Fund flagged Remitly Global as a leading relative detractor after management guided to slower revenue growth amid tough year-over-year comparisons and immigration-related headwinds. The fund still pointed out that Remitly is growing its footprint in the cross-border remittance market, continuing to compete against long-established rivals despite these temporary pressures. Next, we’ll explore how management’s cautious revenue...

Public Service Enterprise Group Incorporated recently announced that Geisha J. Williams, a veteran energy executive with more than 35 years of industry experience, was elected to its Board of Directors, effective March 1, 2026. The company also reported that, from October 2020 through September 2025, its Clean Energy Future-Energy Efficiency programs involved nearly 480,000 customers and helped deliver more than US$900 million in annual customer savings, highlighting the scale of its energy...

Take-Two Interactive Software, NasdaqGS:TTWO, is reshaping its business model around two main revenue streams: traditional console and PC titles, and a larger mobile portfolio anchored by Zynga. The Zynga acquisition now contributes a significant recurring revenue base, with mobile and live services making up more than half of company revenue. Investors are also watching preparations for the upcoming Grand Theft Auto VI launch, which is expected to be a major release for the console and PC...

It is hard to get excited after looking at Hillman Solutions' (NASDAQ:HLMN) recent performance, when its stock has...

Key Insights The projected fair value for TopBuild is US$408 based on 2 Stage Free Cash Flow to Equity TopBuild's...

Viasat and its UK subsidiary ViaSat Technologies Limited previously entered into a US$188.7 million export credit facility with the U.S. Export-Import Bank to help fund construction, launch, and insurance costs for the ViaSat-3 F1 satellite, secured by first-priority liens on selected assets including the ViaSat-2 satellite. This long-term funding arrangement adds structure and discipline to Viasat’s balance sheet while supporting the capital-intensive rollout of its next-generation...

NVIDIA is committing a $2b investment to deepen its partnership with cloud provider CoreWeave to expand AI infrastructure capacity. The company has also received U.S. and Chinese regulatory approvals that allow it to resume selling advanced H200 AI chips to major Chinese technology firms. Both developments come as demand for AI compute continues to grow globally and regulatory scrutiny around high end semiconductors remains elevated. NVIDIA, listed as NasdaqGS:NVDA, is trading at $191.52...

Greif (GEF) opened Q1 2026 with revenue of US$994.8 million and basic EPS of US$3.76, setting a clear reference point against last year’s results. The company has seen revenue move from US$1.02 billion in Q1 2025 to US$994.8 million in Q1 2026, while basic EPS shifted from US$0.14 to US$3.76 over the same period. This came alongside a trailing net profit margin of 4.4% compared with 4.3% a year earlier. That mix of higher profitability on a relatively steady revenue base puts the focus...

Earlier in January 2026, Evercore announced that Kaan Kesedar joined its London-based Financial Sponsors Group as a Senior Managing Director, bringing nearly two decades of investment banking experience from Citi, Credit Suisse and Accenture. This hire, alongside recent expansion efforts, underlines Evercore’s push to deepen relationships with private equity sponsors at a time of record secondary market activity. We’ll now explore how Evercore’s broadened financial sponsors expertise could...

First Industrial Realty Trust (FR) has recently drawn investor attention after its latest trading session, with the stock closing at US$56.87. Recent returns show mixed short term moves alongside stronger multi year total returns. See our latest analysis for First Industrial Realty Trust. That recent 1 day share price decline of 1% to US$56.87 comes after a softer 7 day and 30 day share price return, although the 1 year total shareholder return of 11.37% and 5 year total shareholder return of...

If you are wondering whether SolarEdge Technologies is still priced attractively after a rough few years, this article will walk through what the current share price might be implying about its value. At a last close of US$35.80, the stock shows returns of 7.4% over 7 days, 22.6% over 30 days, 14.2% year to date and 176.2% over 1 year, compared with longer term returns of 89.1% over 3 years and 88.3% over 5 years. Recent news coverage around SolarEdge has focused on its position in the solar...

If you are wondering whether La-Z-Boy is attractively priced right now, the key question is how its current share price lines up with its underlying fundamentals. The stock closed at US$37.13, with returns of 6.1% decline over 7 days, 1.7% decline over 30 days and 0.5% decline year to date, while the 1 year return sits at 18.4% decline, and 3 year and 5 year returns are 37.8% and 8.0% respectively. Recent price moves have put a fresh spotlight on how the market views La-Z-Boy's long term...

If you are wondering whether Hamilton Lane's share price still offers value after recent moves, this article will walk through what the current price might be implying about the company. The stock last closed at US$148.64, with returns of 8.2% over the past 30 days, 8.8% year to date, a 4.1% decline over the last year, and gains of 98.9% and 108.4% over the past 3 and 5 years respectively. Recent coverage of Hamilton Lane has focused on its role in alternative asset management and how...

Scotts Miracle Gro (SMG) opened fiscal Q1 2026 with revenue of US$354.4 million and a basic EPS loss of US$0.83. Earnings from discontinued operations weighed on the bottom line with a loss of US$77.2 million, while net income from ongoing operations came in at a loss of US$47.8 million. The company reported quarterly revenue of US$416.8 million in Q1 2025 and US$354.4 million in Q1 2026. Over the same period, basic EPS moved from a loss of US$1.21 to a loss of US$0.83. This sets up a quarter...

Why SPX Technologies is on investors’ radar SPX Technologies (SPXC) has drawn attention after recent share price moves, with the stock showing a 2.8% gain over the past month and 6.3% over the past 3 months from its latest close. See our latest analysis for SPX Technologies. At a latest share price of US$211.34, SPX Technologies has recently given back some ground with a 1-day share price return of 2.01% decline and a 7-day share price return of 4.31% decline. However, its 1-year total...

Watchdog TINA.org has filed new complaints with the FTC and state regulators over Keurig Dr Pepper's K-Cup recyclability claims. The group alleges Keurig Dr Pepper continues to market K-Cup pods as recyclable despite prior enforcement actions and a class-action settlement. The complaints focus on potential deceptive marketing and could lead to further regulatory scrutiny for Keurig Dr Pepper. Keurig Dr Pepper, traded as NasdaqGS:KDP, is facing fresh attention at a time when its stock trades...

Dividend increase sets the tone for Kinetik Holdings (KNTK) Kinetik Holdings (KNTK) has drawn fresh attention after its Board approved a higher quarterly cash dividend of $0.81 per share, taking the annualized payout to $3.24 and reflecting a roughly 4% increase. See our latest analysis for Kinetik Holdings. The dividend move comes after a period of stronger recent share price performance, with a 1 month share price return of 13.58% and a 3 month share price return of 10.31% lifting Kinetik...

TJX Companies recently reported a past fiscal third-quarter same-store sales increase of 5% across all its off-price retail banners, highlighting continued customer demand for branded merchandise at discounted prices despite broader retail sector headwinds. This performance underscores how TJX’s opportunistic inventory sourcing and value-focused model can still draw traffic when many retailers face slowing growth. With this backdrop, we’ll explore how TJX’s resilient same-store sales growth...

UnitedHealth Group (UNH) closed FY 2025 with Q4 revenue of US$113.2b and basic EPS of US$0.01. This set a very different quarterly earnings profile against a full year in which trailing 12 month revenue reached US$447.6b and EPS came in at US$13.23. Over recent quarters, the company has seen revenue move from US$100.8b and EPS of US$5.98 in Q4 2024 to US$109.6b and US$6.90 in Q1 2025, US$111.6b and US$3.76 in Q2, US$113.2b and US$2.59 in Q3, before landing at US$113.2b and US$0.01 in Q4. This...

If you are wondering whether Century Communities at around US$63.99 is offering good value today, it helps to step back and look at what the current price is really baking in. The stock has been mixed recently, with a 7.4% decline over the last week, a 7.2% gain over the past month, an 8.6% return year to date, and a 12.6% decline over the last year, while the 3 year and 5 year returns sit at 5.6% and 41.1% respectively. Recent news flow around Century Communities has largely focused on...

Micron Technology is committing $24b to a new advanced wafer fabrication facility in Singapore. The project is aimed at expanding NAND memory manufacturing capacity to support rising AI and data-centric demand. The development is positioned as a long term investment in future memory technologies and sustainable production. Micron Technology (NasdaqGS:MU), trading at $435.28, has seen very large 1 year gains of 390.6% and a 3 year return of more than 7x, which puts the current move in...