U.S. Hospitality Stock News

Why wildfire litigation around SoCalGas is back in focus for Sempra (SRE) Recent commentary on Sempra (SRE) has zeroed in on new wildfire related legal challenges tied to SoCalGas and the Eaton fire, pushing investors to reassess how much California litigation risk is baked into the stock. See our latest analysis for Sempra. The wildfire litigation noise is arriving just as the share price has moved to US$93.55, with an 8.86% one-month share price return but a flatter 90-day move. The 1-year...

Charles River Laboratories International recently reported fourth-quarter and full-year 2025 results, including revenue of US$994.23 million for the quarter, a net loss of US$276.56 million, significant impairment charges, and new 2026 guidance calling for at least flat to 1.5% reported revenue growth and GAAP EPS of US$6.30 to US$6.80. Alongside the earnings, the company announced major leadership changes, appointing Glenn G. Coleman as Chief Financial Officer effective April 6, 2026, and...

Southern (SO) is back in focus after lifting its five year capital spending plan to US$81b, a US$5b increase, to serve rising power demand from data centers and industrial customers. See our latest analysis for Southern. Recent trading has been relatively steady, with a 30 day share price return of 7.72% and a year to date share price return of 8.17%, while the 5 year total shareholder return of 100.33% points to stronger longer term momentum. If Southern’s spending plans have you thinking...

ImmunityBio (IBRX) is back in focus after the European Commission granted conditional marketing authorization for Anktiva plus BCG in BCG-unresponsive non-muscle invasive bladder cancer across 33 countries, expanding its global reach. See our latest analysis for ImmunityBio. The European approval comes at a time when ImmunityBio’s share price has already seen strong momentum, with a 7 day share price return of 46.34% and a 90 day share price return of 304.65%, while the 1 year total...

Recent coverage of OneMain Holdings has highlighted growing hedge fund interest and mixed analyst views as they weigh inflation, consumer sentiment, and broader macroeconomic uncertainty for the nonprime lending specialist. This tension between institutional enthusiasm and caution about the economic backdrop has brought fresh attention to how OneMain’s risk profile and growth ambitions intersect. With this backdrop of strong hedge fund interest but cautious analyst commentary on the macro...

In Q4 2025, Teekay Corp Ltd reported strong net income and free cash flow while advancing its fleet renewal by acquiring newer Aframax tankers and selling older vessels, and it maintained a regular fixed dividend to return capital to shareholders. An interesting aspect of this update is Teekay’s combination of a younger, more efficient fleet and a debt‑free balance sheet at Teekay Tankers, which reduces its free cash flow breakeven and increases flexibility amid shifting, sanction‑affected...

In February 2026, AppLovin reported past fourth‑quarter 2025 revenue of US$1.66 billion and net income of US$1.10 billion, issued first‑quarter 2026 revenue guidance of US$1.75 billion at the midpoint, and confirmed plans to build its own social networking platform after its unsuccessful attempt to acquire TikTok’s non‑Chinese operations. At the same time, investors are weighing ongoing SEC scrutiny of AppLovin’s advertising practices and unconfirmed social‑media rumors of an OpenAI...

MasterBrand (MBC) is back in focus after reporting a fourth quarter net loss of US$42 million on sales of US$644.6 million, alongside guidance calling for a year over year sales decline. See our latest analysis for MasterBrand. The earnings miss and softer 2026 guidance appear to have cooled sentiment, with an 8.35% 1 month share price return decline and a 19.44% 1 year total shareholder return loss, despite an 11.20% 3 month share price return gain. If this kind of earnings driven volatility...

What Hilton Grand Vacations stock data suggests right now Hilton Grand Vacations (HGV) has attracted attention recently as investors look more closely at its share performance, fundamentals, and current valuation, using the latest return figures and earnings profile as key reference points. See our latest analysis for Hilton Grand Vacations. At a share price of $48.54, Hilton Grand Vacations has seen a 20.57% 90 day share price return and an 18.36% 1 year total shareholder return. This...

Why Sarepta Therapeutics (SRPT) is on investors’ radar Sarepta Therapeutics (SRPT) has drawn attention after a turbulent stretch for shareholders, with the stock showing an 82.2% negative total return over the past year and 84.7% over the past 3 years. At a last close of US$18.88, the company’s recent month performance reflects a 10.6% decline, while the past 3 months are roughly flat with a 0.2% negative return. This has prompted questions about how its rare disease franchise is currently...

Alight, Inc. reported fourth-quarter 2025 results showing sales of US$653 million versus US$680 million a year earlier, alongside a goodwill impairment charge of US$803 million that contributed to a full-year net loss of US$3.10 billion. The company is halting its dividend, increasing investment in AI and operational improvements, and has reshaped senior leadership in key Health, Navigation and Leaves solutions while simultaneously completing a sizeable share repurchase program. Next, we...

LXP Industrial Trust (LXP) is back in focus after reporting fourth quarter and full year 2025 results, updating investors on revenue, earnings per share and fresh 2026 guidance for net income and Adjusted Company FFO. See our latest analysis for LXP Industrial Trust. At a share price of US$48.31, LXP has seen a 1 day share price return of 1.90% and a 90 day share price return of 1.90%. Its 1 year total shareholder return of 18.97% points to longer term momentum that contrasts with a modestly...

In recent weeks, Kratos Defense & Security Solutions has announced new contracts in hypersonic thermal protection testing, satellite ground systems for Airbus’ OmanSat-1, and continued deployment of its automated truck platooning technology with Champion Tire & Wheel, while investors also await its Q4 2025 earnings report on February 23, 2026. Together with the Prometheus Energetics solid rocket motor campus build-out and selection for the Drone Dominance Gauntlet, these developments...

Select Medical Holdings (SEM) has been drawing attention after recent share moves, with the stock down about 7% over the past week and 13.6% over the past year, despite reports of positive annual revenue and net income growth. See our latest analysis for Select Medical Holdings. The recent 1 day share price return of a 6.65% decline and 7 day share price return of an 8.36% decline suggest momentum has cooled, even though the 90 day share price return of 7.14% and 3 year total shareholder...

NNN REIT (NNN) is back in focus after a boardroom shift, with longtime chair Steven D. Cosler retiring and independent director Edward J. Fritsch stepping in as the new Chair on February 18, 2026. See our latest analysis for NNN REIT. The leadership change comes as NNN REIT’s share price, now at $44.35, has recorded a 4.95% 1 month share price return and 8.57% 3 month share price return, while its 1 year total shareholder return sits at 13.55%. This points to gradually building momentum...

If you are wondering whether Netflix's current share price reflects its long term potential or is baking in too much optimism, it helps to break the story down into hard numbers and valuation checks. The stock last closed at US$78.67, with returns of 2.3% over 7 days, an 8.7% decline over 30 days, a 13.5% decline year to date, a 21.6% decline over 1 year and gains of 148.1% over 3 years and 46.0% over 5 years. Recent coverage has focused on Netflix's ongoing push in content, international...

If you are wondering whether UnitedHealth Group's current share price reflects its underlying worth, you are not alone. This article is set up to help you unpack that question clearly. The stock last closed at US$290, with returns of a 1.1% decline over 7 days, an 18.6% decline over 30 days, a 13.8% decline year to date and a 36.3% decline over 1 year, adding important context for anyone reassessing risk and potential reward. Recent coverage has focused on UnitedHealth Group's role in the...

In February 2026, Dropbox reported fourth-quarter and full-year 2025 results showing slightly lower sales but higher net income and earnings per share, completed share repurchases totaling US$1.46 billion across two authorizations, and filed a US$300.47 million shelf registration for an employee stock offering of 12,150,187 Class A shares. Beyond the headline earnings beat, the combination of over US$1 billion in unlevered free cash flow, significant buybacks, and early adoption of...

S&P Global (SPGI) just expanded its climate risk toolkit by partnering with Verisk. The collaboration combines Verisk’s catastrophe models with S&P’s climate projections to offer insurance and finance clients more granular climate catastrophe analytics. See our latest analysis for S&P Global. The climate collaboration arrives after a tougher period for the stock, with a 30 day share price return showing a decline of 21.76% and a year to date share price return showing a decline of 18.57%...

In February 2026, Tata Consultancy Services’ HyperVault subsidiary and AMD expanded their collaboration to co-develop “Helios,” a rack-scale AI infrastructure design for India’s national AI initiatives, built around AMD’s Instinct MI455X GPUs, next-generation EPYC “Venice” CPUs, Pensando Vulcano NICs and ROCm software. This AI-ready data center blueprint, supporting up to 200 MW per site and aimed at sovereign AI factories, deepens AMD’s role in large-scale infrastructure projects and could...

Why Diodes Stock Is Back on Investor Radar Diodes (DIOD) is in focus after reporting higher fourth quarter and full year 2025 results, issuing first quarter 2026 revenue guidance pointing to 19% year-over-year growth, and completing a share repurchase tranche. See our latest analysis for Diodes. That backdrop helps explain why Diodes’ share price, now at $68.45, has a 30 day share price return of 21.21% and a 90 day gain of 50.67%, even though the 3 year total shareholder return is a 25.17%...

Event context and recent share performance Abercrombie & Fitch (ANF) shares have moved within a mixed return profile, with a small 1 day gain of 0.5% and a modest 0.1% return over the past month, alongside a 47% return over the past 3 months. See our latest analysis for Abercrombie & Fitch. At a share price of US$96.41, Abercrombie & Fitch has paired a strong 46.9% 3 month share price return with a more modest 1 year total shareholder return decline of 3.7%. This suggests recent momentum has...

In February 2026, Kosmos Energy reported that Ghana’s parliament ratified license extensions for the West Cape Three Points and Deepwater Tano petroleum agreements to 2040, underpinning up to US$2.00 billion of additional investment, expanded drilling at the Jubilee field, and a cost-saving FPSO acquisition at the TEN fields. The same update highlighted rising output from new Jubilee wells, strong performance at the Greater Tortue Ahmeyim LNG project, and fresh bond financing and hedging...

Why USA Compression Partners is on investors’ radar today USA Compression Partners (USAC) has attracted fresh attention after recent trading performance and updated fundamentals, prompting investors to reassess how its income profile and growth metrics might fit into an energy income portfolio. See our latest analysis for USA Compression Partners. At a share price of $26.77, USA Compression Partners has seen a 6.44% 30 day share price return and a 12.53% year to date share price return. Its 5...