U.S. Hospitality Stock News

TeraWulf (NasdaqCM:WULF) is shifting its core focus from Bitcoin mining to building AI focused infrastructure. The company has sold its Bitcoin holdings and is acquiring new industrial sites intended to roughly double its power capacity. Management has lifted earnings expectations, with several major analysts updating their views on the stock. TeraWulf begins this transition with a share price of $16.26 and a very large 3 year return of about 25x, plus a 233.9% gain over the past year. Even...

Estée Lauder Companies (EL) recently reported fourth quarter results that matched revenue expectations, raised its full year Adjusted EPS guidance, and pointed to better operating margins, even as makeup and North America trends remain pressured. See our latest analysis for Estée Lauder Companies. The share price reaction around the recent earnings, guidance update, and dividend affirmation has been mixed. A 9.32% 7 day share price return contrasts with a 5.92% 1 month share price decline and...

Medical Properties Trust (MPT) continues to attract attention as investors weigh its recent share performance against underlying fundamentals, including US$1,009.16m in revenue and a net loss of US$707.946m, alongside mixed total return figures across different timeframes. See our latest analysis for Medical Properties Trust. Recent trading reflects this mixed picture, with a 1 day share price return of 2.16% decline contrasted with a 30 day share price return of 4.62% and a 1 year total...

The US Federal Trade Commission is escalating its probe into Microsoft (NasdaqGS:MSFT), examining licensing, bundling, and how AI and cloud services are combined across its enterprise portfolio. Microsoft has joined other major technology companies to launch the Trusted Tech Alliance, a group focused on governance and security standards for digital infrastructure and AI. Microsoft and OpenAI are addressing national security and AI competition concerns, including questions about access to...

SanDisk (NasdaqGS:SNDK) is seeing a surge in demand for its NAND flash storage tied to AI driven data center expansion. The company, now an independent pure play NAND manufacturer after its spin off from Western Digital, reports fully booked manufacturing capacity. SanDisk is rolling out new high performance NAND products while customers secure long term supply contracts, indicating sustained supply tightness. If you care about the plumbing behind AI, SanDisk (NasdaqGS:SNDK) now sits right...

In February 2026, CareTrust REIT reported fourth-quarter and full-year 2025 results showing sharply higher revenue and net income, alongside funds from operations (FFO) of US$104.1 million, or US$0.47 per share, and issued 2026 guidance for net income of US$1.45–US$1.50 per share and FFO of US$1.90–US$1.95 per share. The company highlighted what it called a transformational 2025, completing about US$1.80 billion of investments, entering the U.K. care home and SHOP markets, and maintaining...

In recent years, Limbach Holdings has reported a 6 percentage point expansion in operating margin and earnings per share growth outpacing revenue gains, reflecting more efficient operations and profitable sales mix. An interesting takeaway is that incremental sales over the past two years have been particularly profitable, with earnings per share rising at a much faster annual rate than revenue, underscoring the effectiveness of the company’s cost discipline. With this backdrop of stronger...

Hawkins, Inc. recently reported the successful completion of a multi-year pilot of WaterSurplus' patented NanoStack coated membranes at the Orange County Water District’s Groundwater Replenishment System, leading OCWD to install 1,050 membranes in a full reverse osmosis train treating about 5 million gallons of water per day. The pilot showed that NanoStack can materially cut membrane fouling, cleaning frequency, and energy use, highlighting how Hawkins’ water technology subsidiary may help...

In February 2026, Tenet Healthcare reported fourth-quarter 2025 results with revenue rising to US$5,527 million and net income increasing to US$371 million, while issuing 2026 guidance that points to higher net income and earnings per share versus 2025. Beneath the headline numbers, management highlighted continued expansion of its higher-margin ambulatory surgery business and a completed Conifer Health Solutions transaction as key earnings drivers. Against this backdrop, we’ll examine how...

Newmark Group (NMRK) has been appointed exclusive leasing agent for Comstock’s more than 3.2 million square foot Trophy and Class A office portfolio in Northern Virginia’s Dulles Corridor, with a focus on Reston Station and Loudoun Station. See our latest analysis for Newmark Group. The appointment for Comstock’s Dulles Corridor portfolio comes after a busy February in which Newmark arranged a $415m refinancing for a 2.4m square foot grocery anchored retail portfolio and added senior...

Macro tailwinds and RH’s recent move RH (RH) moved after a softer January inflation reading, with shares gaining 5.4% as investors warmed to the idea of potential Federal Reserve rate cuts supporting consumer discretionary names. This macro backdrop arrived shortly after RH announced its 2026 RH Outdoor Sourcebook, a catalog of more than 420 pages of outdoor collections that reinforces the company’s focus on design, materials, and brand positioning. See our latest analysis for RH. That...

Cisco Systems (NasdaqGS:CSCO) has introduced new AI focused networking and security products, including the Silicon One G300 chip and AgenticOps for AI era operations. The launch targets data center and AI infrastructure customers that are dealing with rising operational complexity. The company is also addressing AI related security needs with expanded defense capabilities. At the same time, Cisco is dealing with higher memory costs and a global DRAM shortage that is affecting...

Merchants Bancorp (NasdaqCM:MBIN) has been added to multiple major S&P indices, increasing its visibility to index funds and institutional investors. The company has authorized a substantial multi year stock repurchase program, signaling a shift in capital allocation priorities. Management reports improved asset quality and record tangible book value, pointing to changes in the balance sheet profile. These developments arrive alongside insider selling activity, raising fresh questions about...

Why Take-Two’s Latest Earnings Are Back in Focus Take-Two Interactive Software (TTWO) moved back onto investors’ radar after reporting fiscal third quarter revenue of about US$1.70b, above prior guidance, along with a smaller net loss and higher full year earnings guidance. See our latest analysis for Take-Two Interactive Software. Despite the earnings beat and raised guidance, Take-Two’s recent 30-day share price return of 19.35% and year to date share price return of 23.02% show selling...

CoStar Group (NasdaqGS:CSGP) has amended its Executive Severance Plan in response to an ongoing proxy contest and related lawsuit. The changes are tied to activist investor pressure, including public engagement from D. E. Shaw over governance and potential change of control issues. The revised plan is intended to address legal risk around leadership transitions and preserve management continuity during a contested proxy process. CoStar Group, known for its commercial real estate information...

In February 2026, JFrog Ltd. reported fourth-quarter 2025 revenue of US$145.31 million and a quarterly net loss of US$15.21 million, alongside filing a US$414.50 million shelf registration for 7,776,755 ordinary shares related to its employee stock ownership plan. Management also issued upbeat 2026 revenue guidance and highlighted growing demand for its cloud and security offerings, underlining how software supply chain protection and AI-related workloads are becoming central to JFrog’s...

PulteGroup (PHM) has been in focus after pricing and completing an $800 million senior unsecured notes offering, with proceeds earmarked to refinance 2026 and 2027 bond maturities and support general corporate purposes. See our latest analysis for PulteGroup. The bond issuance comes as PulteGroup’s share price has climbed to US$142.56, with a 7 day share price return of 7.7% and a 90 day gain of 25.61%. The 1 year total shareholder return of 33.76% and 5 year total shareholder return of...

Uranium Energy Corp. has previously filed a US$90.24 million shelf registration to potentially issue 6,000,000 common shares in an ESOP-related offering. This prospective employee stock ownership plan issuance could influence how investors think about future share supply, ownership structure and capital flexibility. Next, we will examine how this ESOP-linked shelf registration might shape Uranium Energy’s existing investment narrative and long-term business thesis. Find 54 companies with...

In early February 2026, ePlus inc. reported third-quarter fiscal 2026 results showing higher revenue and earnings, raised full-year 2026 net sales guidance to 20%–22% year-over-year growth from mid-teens, confirmed a US$0.25 quarterly dividend, updated on recent share buybacks, and reiterated its acquisition plans to expand solutions and geographic reach. A distinctive angle for investors is how ePlus is combining stronger earnings and upgraded guidance with capital returns and a stated...

In recent days, AutoZone has prepared to release its fiscal second-quarter results and investor call, with investors closely watching margins, pricing, demand trends, and management’s plans for aggressive store openings and continued share repurchases. Analysts point to steadily rising revenues and an earnings outlook that currently anticipates modest year-over-year growth, helping explain why management’s comments on profitability and buybacks have become such an important focus for market...

Brightline Capital Management, LLC previously exited its entire Enviri stake, selling 1,400,000 shares for about US$17.77 million, representing 7.3% of the fund's prior-quarter assets under management. The move highlights how Enviri's lowered full-year guidance and shrinking margins may be influencing major institutional holders' confidence in the company's operations. Next, we'll examine how Brightline's full exit amid operational headwinds may influence Enviri's investment narrative and...

On 12 February 2026, NeoGenomics announced the availability of PanTracer Pro, a new test that combines comprehensive genomic profiling with diagnosis-directed immunohistochemistry and ancillary testing to support faster, more informed treatment decisions for patients with advanced solid tumors. A distinctive feature is PanTracer Pro’s built-in reflex to the PanTracer LBx liquid biopsy assay when tissue is insufficient, helping clinicians maintain diagnostic momentum without restarting the...

Levi Strauss (LEVI) is in focus after raising prices on newer and higher end products while its U.S. distribution network overhaul runs longer than planned, keeping costs elevated during a period of modest revenue growth and weaker ROIC. See our latest analysis for Levi Strauss. Levi Strauss shares trade at US$21.91 after a steady 7.7% 90 day share price return and a 23.4% total shareholder return over the past year. This suggests investors are weighing price increases and distribution delays...

Tenable Holdings (TENB) has just picked up fresh third party recognition, with Gartner naming it a leader in AI powered exposure assessment and putting a spotlight on the company’s cyber risk management capabilities. See our latest analysis for Tenable Holdings. The recognition comes after a mixed period for shareholders, with the share price at US$22.55 and recent short term momentum, such as a 7 day share price return of 3.11%. This sits against a weaker 1 year total shareholder return of...