U.S. Hospitality Stock News

NYSE:ESTC
NYSE:ESTCSoftware

Has The Market Overreacted To Elastic (ESTC) After A 45% One Year Share Price Slide?

If you are wondering whether Elastic's current share price fairly reflects its long term potential, it helps to start by separating short term noise from what the market is actually pricing in. Elastic closed at US$61.03, and the stock has seen a 1.3% decline over the last week, a 14.5% decline over the last month, a 15.9% decline year to date, a 45.3% decline over the last year, and a 61.1% decline over the last five years, which may signal that expectations and risk perceptions have...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Rumble (RUM) Valuation Check As Rumble Shorts Gains Google Play Approval And Expands Android Reach

Rumble Shorts launch on Google Play puts user growth in focus Rumble (RUM) has rolled out its short form video feature, Rumble Shorts, to Android users after winning approval on Google Play. This move opens wider access to its platform and may influence how investors view user engagement. See our latest analysis for Rumble. Rumble’s latest share price of US$5.88 sits against a mixed backdrop, with a 10.53% 90 day share price return but a 48.33% 1 year total shareholder return decline. This...
NYSE:OC
NYSE:OCBuilding

Owens Corning Board Shrinks As Director Exit Tests Governance Balance

Owens Corning (NYSE:OC) director Maryann T. Mannen has informed the company she will not seek re election to the board. Her decision will result in a planned reduction in the size of the board once her term ends. Owens Corning, listed on the NYSE under the ticker OC, focuses on building and construction materials, including insulation, roofing and composites. Board level changes at a company like this can matter to you because they shape oversight of capital allocation, risk, and long term...
NasdaqGS:SATS
NasdaqGS:SATSMedia

Boost Mobile’s Discounted 5G Handsets Might Change The Case For Investing In EchoStar (SATS)

Earlier this week, EchoStar’s Boost Mobile began selling the new moto g, 2026 and moto g play, 2026, offering flagship-tier 5G performance, AI-powered cameras and multi-day battery life at aggressively discounted prices for both new and existing customers. This launch underlines EchoStar’s push to pair affordable 5G devices with its wireless plans, potentially increasing customer acquisition, retention and usage across its Boost Mobile base. We’ll now examine how Boost Mobile’s aggressively...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

A Look At AeroVironment (AVAV) Valuation After Fresh Analyst Coverage And Defense Growth Focus

Recent interest in AeroVironment (AVAV) has picked up after several analyst reports framed the company as well positioned in drones, counter drone systems, and space related defense technologies amid rising global security spending. See our latest analysis for AeroVironment. At a share price of $265.46, AeroVironment has seen a 9.05% 7 day share price return following the recent analyst coverage and defense contract news, while its 67.12% 1 year total shareholder return signals that longer...
NasdaqGS:FELE
NasdaqGS:FELEMachinery

Franklin Electric Marries AI Efficiency Push With Higher Dividend Focus

Franklin Electric (NasdaqGS:FELE) is rolling out a value acceleration office focused on operational improvements supported by artificial intelligence tools. The company is using AI-driven initiatives to refine processes and cost management across its operations. Franklin Electric has also raised its quarterly dividend, reinforcing its pattern of returning cash to shareholders. Franklin Electric, known for its water and fueling systems, is pushing into more data driven operations as it looks...
NYSE:CFG
NYSE:CFGBanks

Is Citizens Financial Group (CFG) Still Attractive After A 42% One-Year Share Price Rally

If you are wondering whether Citizens Financial Group is still reasonably priced after its recent run, this article will help you make sense of what you are actually paying for. The stock last closed at US$65.04, with a 7 day return of 2.7% decline, a 30 day return of 6.9%, a 9.5% return year to date and a 42.3% return over the past year, alongside 3 year and 5 year returns of 77.9% and 72.9%. Recent market attention on bank stocks has kept Citizens Financial Group in the conversation, and...
NasdaqGS:BYND
NasdaqGS:BYNDFood

Should Beyond Meat’s (BYND) Asset Impairment and SEC Filing Delays Prompt Investor Reassessment of Management Transparency?

In recent months, multiple law firms have filed federal securities class action lawsuits against Beyond Meat, alleging that the company misrepresented the value of certain long-lived assets and its ability to file timely SEC reports, following the disclosure of a US$77.4 million non-cash impairment charge for the third quarter of 2025. The wave of litigation introduces legal, financial reporting, and governance uncertainties that could affect how investors assess Beyond Meat’s balance sheet...
NYSE:HLF
NYSE:HLFPersonal Products

Is Herbalife (HLF) Still Attractive After A 194% One Year Share Price Surge

If you are wondering whether Herbalife's share price still offers value after a strong run or if most of the opportunity is already priced in, this article will help you frame that question with numbers rather than gut feel. Herbalife's share price last closed at US$16.54, with returns of around 29.0% year to date and 194.3% over the past year, even though the 3 year and 5 year returns are 13.9% and 63.6% declines. Recent news around Herbalife has focused on its business model, regulatory...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

A Look At CDW (CDW) Valuation After Recent Share Price Weakness

Recent share performance and what it might mean for CDW With CDW (CDW) shares down over the past day, week, month, and past 3 months, some investors are revisiting how the company’s current valuation lines up with its recent financial profile. See our latest analysis for CDW. Looking beyond the recent weakness, CDW’s latest share price of US$124.29 sits against a year to date share price return of 6.66% decline and a 1 year total shareholder return of 35.13% decline. This suggests sentiment...
NYSE:NEU
NYSE:NEUChemicals

NewMarket Balances Petroleum Additives Weakness With Specialty Materials Growth Focus

NewMarket (NYSE:NEU) is working through a tough year in its Petroleum Additives business, with softer markets and higher costs weighing on results. The company’s Specialty Materials segment has been a relative bright spot, supported by acquisitions and stronger demand. Management is keeping attention on long term growth, capital allocation discipline, and efficiency efforts across the portfolio. For you as an investor, the recent pullback in NewMarket’s share price to around $608.47 comes...
NYSE:EQT
NYSE:EQTOil and Gas

Is EQT (EQT) Still Attractive After Strong Multi‑Year Share Price Gains?

If you are wondering whether EQT is still fairly priced after its recent run, you are not alone. The numbers tell an interesting story that goes beyond the headline share price. EQT last closed at US$58.63, with returns of 3.0% over 7 days, 16.0% over 30 days, 9.7% year to date, 9.4% over 1 year and a very large gain over 5 years. Recent news around EQT has focused on the broader natural gas sector, including commentary on supply trends, pricing conditions and how producers are positioning...
NYSE:ROK
NYSE:ROKElectrical

Rockwell Automation Case Studies Highlight Growing Role Of Digital Revenue

Rockwell Automation (NYSE:ROK) recently highlighted new digital deployments of its Emulate3D and Fiix platforms with clients Falcare Industrial Equipment in Brazil and Perth County Ingredients in Canada. Falcare used Emulate3D digital twin tools for simulation and virtual commissioning, reporting faster project execution, better energy use, and less rework. Perth County Ingredients and its parent company applied the Fiix maintenance system across several plants, reporting lower downtime and...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle Recycles Arctic Glacier Sale Into AI Exposed Credit Bets

Carlyle Group (NasdaqGS:CG) has completed the sale of Arctic Glacier, an ice production business, as part of its portfolio realignment. The transaction follows regulatory approvals and marks a fresh step in reshaping Carlyle’s holdings. At the same time, Carlyle is buying discounted bank loans that have been affected by AI related shifts in borrower and sector risk. Together, these moves highlight changes in Carlyle’s approach to capital deployment and exit activity. Carlyle Group, listed...
NYSE:SPOT
NYSE:SPOTEntertainment

How Spotify’s Profit Surge And Margin Expansion At Spotify Technology (SPOT) Has Changed Its Investment Story

Spotify Technology S.A. reported its fourth-quarter and full-year 2025 results on 10 February 2026, with quarterly revenue rising to €4.53 billion and net income to €1.17 billion, and full-year revenue and net income reaching €17.19 billion and €2.21 billion respectively. The company’s earnings release highlighted a sharp year-on-year increase in basic and diluted earnings per share, underscoring how higher-scale operations are now translating into materially stronger profitability. With...
NYSE:DG
NYSE:DGConsumer Retailing

How Diverging Analyst Views On Margins And New Stores At Dollar General (DG) Has Changed Its Investment Story

In recent weeks, Dollar General has drawn conflicting analyst reactions, with Guggenheim reiterating a positive stance while Rothschild & Co Redburn shifted to a more cautious view due to concerns about sales, margins and new store returns. This split in opinion comes as Dollar General has recently outperformed the broader market despite a multi-year decline in earnings per share alongside rising revenue, highlighting tension between its operational momentum and profitability trends. We’ll...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Cytokinetics Gains EU MYQORZO Approval As Market Weighs Valuation Upside

European Commission approves MYQORZO (aficamten) for symptomatic obstructive hypertrophic cardiomyopathy in adults across the EU. The decision follows Phase 3 clinical data and adds a new treatment option for eligible patients in Europe. This approval marks a fresh regulatory milestone for Cytokinetics (NasdaqGS:CYTK) outside the US. Cytokinetics, listed on NasdaqGS:CYTK, focuses on muscle biology therapies, and MYQORZO now gives it an approved cardiovascular product in Europe for...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Does Expedia (EXPE) See AI and B2B as Its Path to Higher-Quality Earnings?

In February 2026, Expedia Group reported fourth-quarter 2025 results showing revenue of US$3,547 million and net income of US$205 million, alongside full-year revenue of US$14.73 billion and net income of US$1.29 billion, while issuing 2026 revenue guidance of US$15.60–US$16.00 billion, raising its quarterly dividend to US$0.48 per share, and updating investors on a completed US$3.43 billion share buyback that retired 16.89% of its stock. Management highlighted that B2B bookings growth, a...
NYSE:CRL
NYSE:CRLLife Sciences

Charles River Laboratories NYSE CRL Quarterly Profit Streak Tests Bearish Profitability Narrative

Charles River Laboratories International (CRL) has just posted its FY 2025 third quarter numbers, with revenue of US$1,004.9 million and basic EPS of US$1.11, against a backdrop where trailing 12 month results still reflect a net loss on EPS. The company has seen quarterly revenue move between US$984.2 million and US$1,032.1 million over the first half of FY 2025, with basic EPS ranging from US$0.50 to US$1.06. Trailing 12 month revenue sits at about US$4.0 billion paired with a net loss of...
NYSE:MAC
NYSE:MACRetail REITs

Assessing Macerich (MAC) Valuation After Latest Earnings Reveal Shifts In Sales And Net Losses

Macerich (MAC) just released its fourth quarter and full year 2025 results, giving investors fresh numbers on sales, revenue, and net losses that help explain recent stock price moves. See our latest analysis for Macerich. Macerich’s recent earnings release and dividend affirmation have come alongside a clear shift in sentiment, with the 90 day share price return of 18.21% and a three year total shareholder return of 77.28% signalling positive momentum despite a slightly negative one year...
NYSE:HPE
NYSE:HPETech

Is Hewlett Packard Enterprise (HPE) Attractively Priced After Recent Share Price Pullback?

If you are wondering whether Hewlett Packard Enterprise (HPE) is attractively priced right now, this article walks through what the current share price could mean for long term investors. HPE recently closed at US$21.55, with returns of 1.3% over the past year, a 48.8% gain over 3 years, and a 68.3% gain over 5 years, despite a 9.5% decline over the last 7 days and a 10.8% decline year to date. Recent coverage has focused on HPE's role as a major enterprise technology provider and how...
NYSE:HAYW
NYSE:HAYWBuilding

Is MSD Capital’s 36.81% Stake Cut Reframing Institutional Confidence In Hayward Holdings’ (HAYW) Strategy?

Michael Dell’s investment firm MSD Capital recently disclosed in its fourth-quarter 2025 13F filing that it cut its Hayward Holdings stake by 223,833 shares, reducing its position by about 36.81%. This sizeable trim by a high-profile investor puts renewed attention on how concentrated institutional ownership can influence sentiment around Hayward’s pool equipment business. We’ll now examine how MSD Capital’s reduced stake reshapes Hayward’s investment narrative, particularly around...
NYSE:COMP
NYSE:COMPReal Estate

Assessing Compass (COMP) Valuation After Recent Share Price Swings

Compass stock snapshot after recent price moves Compass (COMP) has drawn fresh attention after recent share price swings, with a 3.6% gain over the past day contrasting with weaker performance over the past week and month. See our latest analysis for Compass. That 3.6% 1 day share price return comes after a 18.7% 30 day share price decline, while the 3 year total shareholder return of around 7x suggests the longer term story has been much stronger than recent trading. If Compass’s swings have...
NYSE:CFR
NYSE:CFRBanks

Cullen Frost Bankers Dividend Track Record Underpins Earnings And Income Appeal

Cullen/Frost Bankers (NYSE:CFR) highlights a robust dividend record, with a pattern of regular increases that outpaces many peers. The company presents this dividend profile as evidence of sustained financial strength and a positive outlook for future earnings. The bank indicates potential for further dividend growth, reinforcing its appeal for income focused shareholders. Cullen/Frost Bankers, a Texas based regional bank, is putting its dividend front and center at a time when many...