U.S. Hospitality Stock News

Red Cat Holdings (RCAT) is back in focus after new drone orders from Asia Pacific allies, deeper work in autonomous reconnaissance systems, a higher weighting in a defense ETF, and easing short interest reshaped recent sentiment around the stock. See our latest analysis for Red Cat Holdings. Those new orders and ETF inflows arrive as the share price sits at $12.08, with a 1 day share price return of 5.96% and a 90 day share price return of 96.74%. The 3 year total shareholder return is very...

NCR Atleos recently expanded access for UnionPay cardholders, allowing them to withdraw cash at up to 13,000 Cashzone ATMs across the UK, many located in high-traffic and tourist areas. This collaboration underscores NCR Atleos’ role in cross-border cash access and tourism-related payments, reinforcing its position in self-directed banking infrastructure. We’ll now explore how this wider UnionPay access across Cashzone ATMs could influence NCR Atleos’ investment narrative and long-term cash...

Ally Financial (ALLY) is back in focus after its latest results showed year-over-year net income of US$300 million and a resumed US$2b share buyback, even as credit costs and margin pressures keep investors cautious. See our latest analysis for Ally Financial. The latest earnings and buyback news comes after a mixed stretch for the stock, with a 12.1% 90 day share price return but an 8.0% year to date share price decline. The 3 year total shareholder return of 55.5% suggests longer term...

FirstEnergy FY 2025 Earnings Snapshot FirstEnergy (FE) just posted its latest FY 2025 numbers with Q3 revenue of US$4.1 billion and basic EPS of US$0.76, setting a clear marker for how the year is shaping up. The company has seen revenue move from US$3.0 billion in Q4 2024 to US$3.4 billion in Q2 2025 and US$4.1 billion in Q3 2025, while quarterly EPS ranged from US$0.45 to US$0.76 over the same stretch, and trailing twelve month EPS sits at US$2.31 on revenue of US$14.3 billion. With net...

In February 2026, Mirion Technologies reported full-year 2025 revenue of US$925.4 million and net income of US$28.8 million, issued guidance for approximately low-twenties percentage revenue growth in 2026, announced record annual orders above US$1 billion, and reshaped its leadership team with new nuclear, nuclear medicine, and AI-focused roles. By elevating nuclear power and nuclear medicine leadership and appointing a Chief Artificial Intelligence & Digital Officer, Mirion is explicitly...

Board transition and recent earnings context IDEXX Laboratories (IDXX) is in focus after reporting fourth quarter results that exceeded analyst expectations on both revenue and earnings per share, along with 2026 guidance that some analysts view with caution. At the same time, the company outlined plans for around 5,500 new InVueDx system placements in 2026 to help address pressure from fewer pet visits, giving investors a concrete operational metric to track. See our latest analysis for...

UBS reiterated its positive view on Veracyte (VCYT) after the company’s fourth quarter testing revenue topped expectations, highlighting higher average selling prices and prior period collections as key drivers, rather than underlying test volume trends. See our latest analysis for Veracyte. Veracyte’s share price has softened recently, with a 30-day share price return of an 11.93% decline and a year-to-date share price return of a 13.64% decline. This comes even though the three-year total...

In its fourth-quarter 2025 investor letter, Gator Capital Management disclosed that it had purchased a position in TFS Financial Corporation in December, citing the bank’s mutual holding company structure and the benefit of lower short-term interest rates. Gator Capital Management highlighted that this structure, combined with what it views as an underappreciated earnings recovery potential, could create an attractive, asymmetric risk/reward profile for public shareholders. With these...

Genius Sports (NYSE:GENI) announced the acquisition of Legend, triggering debate about the target’s quality and the terms of the deal. Critics have questioned the purchase price and the effect on Genius Sports’ leverage profile. The CEO responded with a detailed letter, describing Legend as a technology focused business and outlining expected revenue synergies from the combination. Genius Sports operates as a sports data and technology provider, supplying leagues, sportsbooks, and media...

ImmunityBio's lead oncology drug Anktiva has received conditional marketing authorization from the European Commission for bladder cancer, opening commercial access across 33 countries. The company is also securing accelerated approvals and advancing regulatory expansion in Saudi Arabia, adding to its international footprint. These regulatory decisions expand ImmunityBio's commercial reach in bladder cancer treatment across Europe and the Middle East. For investors tracking ImmunityBio...

American International Group (AIG) recently combined a return to profitability with new capital return actions, reporting full year 2025 results, affirming its dividend, and updating investors on long running share repurchases. See our latest analysis for American International Group. The earnings rebound and steady capital returns have come alongside a 9.41% 1 month share price return and an 8.26% 1 year total shareholder return. The longer term 5 year total shareholder return of 96.84%...

Perion Network (PERI) just posted its FY 2025 third quarter numbers, reporting revenue of US$110.5 million and a loss per share of US$0.10 based on basic EPS, as net income excluding extra items came in at a US$4.1 million loss. The company’s quarterly revenue moved from US$108.7 million in Q2 2024 to US$102.2 million in Q3 2024 and then to US$110.5 million in Q3 2025. Over the same periods, basic EPS shifted from a loss of US$0.13 in Q2 2024 to EPS of US$0.05 in Q3 2024 and then a loss of...

If you are wondering whether CoStar Group's recent share price puts it in the bargain bin or still on the expensive side, you are in the right place for a closer look at value. The stock closed at US$48.94, with returns of 2.2% over 7 days, a 25.1% decline over 30 days, a 25.5% decline year to date, and a 38.2% decline over 1 year that may have changed how investors think about both risk and opportunity. Recent coverage has focused on CoStar Group's role as a key player in digital commercial...

Tactile Systems Technology (TCMD) has wrapped up FY 2025 with fourth quarter revenue of US$103.6 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$329.5 million and EPS of US$0.83 that frame the full year picture. The company has seen quarterly revenue move from US$61.3 million in Q1 2025 to US$103.6 million in Q4 2025, while basic EPS shifted from a loss of US$0.13 in Q1 to a profit of US$0.47 in Q4, setting up a results season where investors are likely to focus on...

If you are wondering whether Ford Motor's current share price gives you good value, this article examines what the numbers may be indicating about the stock. Ford Motor recently closed at US$13.85, with returns of 0.0% over the past 7 days, 1.8% over 30 days, 3.8% year to date, 55.9% over 1 year, 37.0% over 3 years and 50.4% over 5 years. These figures raise questions about how much of the story is already reflected in the price. Recent coverage around Ford Motor has focused on its role as...

JELD-WEN Holding (JELD) has just posted a tough FY 2025 finish, with fourth quarter revenue of US$802 million and a basic EPS loss of US$0.47, alongside trailing 12 month revenue of about US$3.2 billion and a full year basic EPS loss of US$7.27. The company has seen quarterly revenue move from US$895.7 million in Q4 2024 to US$802 million in Q4 2025, while basic EPS shifted from a loss of US$0.81 to a loss of US$0.47 over the same period. This leaves investors to consider whether pressure on...

In early February 2026, Dynatrace reported third-quarter revenue of US$515.47 million and net income of US$40.06 million, alongside a new US$1.00 billion share repurchase authorization after completing a prior US$500.00 million buyback. While earnings per share were lower than a year earlier, management raised full-year 2026 revenue guidance, underscoring confidence in demand for its AI-powered observability platform and related log and security offerings. Now we’ll examine how the raised...

If you are wondering whether Freeport-McMoRan at around US$62.55 is still offering value or has already priced in the story, you are in the right place for a closer look at what you are really paying for. The stock has moved around recently, with a 1 year return of 64.4%, 3 year return of 56.0%, 5 year return of 76.8%, a year to date return of 20.5%, a 30 day return of 6.5%, and a 7 day return that reflects a 4.4% decline. Recent headlines around Freeport-McMoRan have focused on factors such...

Recent performance snapshot for Valley National Bancorp (VLY) Valley National Bancorp (VLY) has drawn attention after recent share price moves, with the stock showing a mix of short term pullbacks and gains over the past month and the past 3 months. See our latest analysis for Valley National Bancorp. Looking beyond the latest pullback, Valley National Bancorp’s recent 30-day share price return of 12.17% and 90-day share price return of 26.62% contrast with a stronger 1-year total shareholder...

Global‑E Online (GLBE) has just posted its FY 2025 third quarter numbers, with revenue of US$220.8 million and basic EPS of US$0.08 on net income of US$13.2 million. This gives investors fresh data on how the cross border e commerce platform is converting top line scale into bottom line results. The company has seen quarterly revenue move from US$168.0 million in Q2 2024 to US$175.9 million in Q3 2024, then to US$189.9 million in Q1 2025, US$214.9 million in Q2 2025 and US$220.8 million in...

If you are wondering whether CVS Health's current share price offers good value or not, you are not alone. This article is designed to help you size up the stock using a few different valuation angles. Over the past year, CVS Health shares have returned 21.6%. The stock is up 0.9% over the last 7 days, down 1.1% over 30 days, and down 3.0% year to date from a last close of US$77.75, which may hint at shifting views on both its upside and its risks. Recent headlines have focused on CVS...

D.R. Horton recently reported first-quarter fiscal 2026 results that surpassed analyst expectations, alongside disclosures of insider share sales by senior executives including Aron Odom and Murray Michael J. The earnings beat, combined with third-party assessments highlighting the company’s strong balance sheet, high profitability metrics, and consistent operations, underscores D.R. Horton’s financial resilience despite concerns around softer home sales. Now we’ll examine how this earnings...

Lockheed Martin stock overview Lockheed Martin (LMT) has drawn investor interest after recent performance data showed a last close of $649.81, supported by reported annual revenue of $75.048b and net income of $5.017b. See our latest analysis for Lockheed Martin. Recent share price momentum has been strong, with a 30 day share price return of 11.57% and a 90 day gain of 38.77%. The 1 year total shareholder return of 54.51% sits alongside a 5 year total shareholder return of 115.14%, which may...

In February 2026, Axalta Coating Systems reported fourth quarter 2025 sales of US$1,262 million and net income of US$60 million, alongside full-year 2025 sales of US$5,117 million and net income of US$378 million, and issued 2026 guidance calling for a mid-single digit revenue decline in the fourth quarter but low single digit growth for the full year driven by price-mix, FX and second-half volume improvement. The company also confirmed completion of its previously announced US$266.68...