U.S. Hospitality Stock News

NYSE:FUN
NYSE:FUNHospitality

A Look At Six Flags Entertainment (FUN) Valuation After Recent Rebrand And Mixed Shareholder Returns

Why Six Flags Entertainment (FUN) is on investors’ radar Six Flags Entertainment (FUN) has drawn attention after its recent rebranding from Cedar Fair, L.P., shifting investor focus to how the combined amusement and resort portfolio might align with the stock’s mixed short term and longer term return profile. See our latest analysis for Six Flags Entertainment. At a share price of US$15.55, Six Flags Entertainment has seen a 14.93% 90 day share price return but a 66.02% decline in 1 year...
NYSE:ALB
NYSE:ALBChemicals

Albemarle Kemerton Reset Puts Capital Discipline And Valuation In Focus

Albemarle (NYSE:ALB) has placed its Kemerton lithium hydroxide plant in Western Australia into care and maintenance. The company has halted planned expansion phases at Kemerton, revising its investment plans for the site. Albemarle is recording significant long lived asset impairment charges related to its Australian lithium operations. The moves are intended to improve financial flexibility and profitability while lithium demand remains generally supported. For investors watching NYSE:ALB,...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Urban Outfitters (URBN) Valuation Check As Shares Trade Below Intrinsic Value Estimate

Why Urban Outfitters Stock Is On Investors’ Radar Urban Outfitters (URBN) is drawing fresh attention as investors weigh its recent share performance against its current valuation metrics. With the stock near US$71.62, some are reassessing how its retail brands and growth profile are being priced. See our latest analysis for Urban Outfitters. Recent trading has been choppy, with a 20.23% 90 day share price return and a 24.77% one year total shareholder return, so momentum looks constructive...
NYSE:CMS
NYSE:CMSIntegrated Utilities

Did Strong Q4 Earnings and a Higher Dividend Just Shift CMS Energy's (CMS) Investment Narrative?

CMS Energy recently reported fourth-quarter 2025 and full-year results showing higher sales and net income year over year, while its Board approved an increase in the common dividend to US$0.57 per share and declared dividends on several preferred securities. Together with a new omnibus shelf registration covering common and preferred stock, depositary shares, debt, stock purchase contracts, and units, these actions highlight CMS Energy’s active capital planning and continued emphasis on...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Assessing Impinj (PI) Valuation After New Product Launches And Recent Earnings Update

Impinj (PI) has come into focus after a shelf registration of up to US$3.33b in common stock tied to an ESOP related offering, alongside fresh earnings, guidance, and new product launches. See our latest analysis for Impinj. At a share price of US$126.13, Impinj has seen a sharp 7-day share price return of 14.27% after a weaker 30-day share price return of a 22.11% decline and a year-to-date share price return of a 29.83% decline. In contrast, the 1-year total shareholder return of 19.46%...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Bell Cyber Partnership Deepens RDWR’s North American Footprint Might Change The Case For Investing In Radware (RDWR)

On February 17, 2026, Bell Cyber and Radware expanded their partnership to launch an AI-driven, cloud-delivered, fully managed security service that unifies web application protection, API security, bot mitigation, and DDoS safeguards for organizations in Canada and the U.S. By combining Radware’s AI-based security platform with Bell Cyber’s Canadian-operated security operations center, the partnership uniquely addresses both advanced cyber threats and operational sovereignty requirements...
NYSE:AMPX
NYSE:AMPXElectrical

Is It Time To Reconsider Amprius Technologies (AMPX) After Its 189% One-Year Surge?

If you are wondering whether Amprius Technologies' current share price lines up with its underlying worth, this article will walk through what the numbers actually say. The stock closed at US$9.77, with returns of 11.8% year to date and 189.1% over the past year. However, the recent 7 day and 30 day returns of 15.4% and 11.2% declines show how quickly sentiment can shift. Recent attention on Amprius has centred on its role in advanced battery technologies and related partnerships. This helps...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

How Goldman’s Backing Of VNOM’s No-Capex Royalty Model Has Changed Its Investment Story

In recent days, Goldman Sachs analysts highlighted Viper Energy as a strong buy, citing its no-capex royalty model, return-of-capital focus, and progress integrating the Sitio Royalties acquisition alongside an agreement to sell non-Permian assets expected to close in early 2026. An interesting angle is how Viper’s close operating alignment with Diamondback Energy and renewed focus on core Permian royalties could reinforce its income-oriented profile. Next, we’ll examine how Goldman’s...
NYSE:GEL
NYSE:GELOil and Gas

Assessing Genesis Energy (GEL) Valuation After Strong Q4 Earnings And Distribution Increase

Genesis Energy (GEL) has come back into focus after reporting stronger than expected fourth quarter earnings. The results were supported by offshore pipeline transportation growth, better margins, and a 9.1% increase in its quarterly common unit distribution. See our latest analysis for Genesis Energy. At a share price of $17.66, Genesis Energy has paired its stronger than expected fourth quarter earnings and higher distribution with positive momentum, including a 15.5% 90 day share price...
NYSE:PRLB
NYSE:PRLBMachinery

How Proto Labs’ New AI-Powered ProDesk Platform At Proto Labs (PRLB) Has Changed Its Investment Story

Earlier this month, Proto Labs launched ProDesk, an AI-powered online platform that gives product development and procurement teams real-time quoting, design-for-manufacturability analysis across injection molding, CNC machining and 3D printing, and a collaborative dashboard for managing orders and production parts. A key feature is ProDesk’s AI-driven feedback and shared Production Catalog, which could make Proto Labs more embedded in customers’ day-to-day product development...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Is Mineralys Therapeutics’ (MLYS) New Shelf Registration Reframing Its Hypertension Bet Or Just Adding Flexibility?

In February 2026, Mineralys Therapeutics filed a US$113.58 million shelf registration for 4,076,827 common shares tied to an employee stock plan, while its Phase 3 Launch-HTN trial of lorundrostat was highlighted by JAMA and the company advanced preparations for a New Drug Application. Together, the shelf registration and high-profile clinical recognition underscore how Mineralys is simultaneously strengthening its capital flexibility and the profile of its lead hypertension candidate. We’ll...
NYSE:WTTR
NYSE:WTTREnergy Services

Is Select Water Solutions (WTTR) Pricing Reflect Recent Energy Sector Water Projects Accurately

If you are looking at Select Water Solutions and wondering whether the current price reflects its true worth, this article will walk through what the numbers are actually saying about the stock. The share price last closed at US$13.26, with returns of 4.2% over 7 days, 12.2% over 30 days, 19.6% year to date, 1.8% over 1 year, 79.7% over 3 years, and 120.8% over 5 years. This gives useful context before comparing that price to estimates of value. Recent news around Select Water Solutions has...
NYSE:SCHW
NYSE:SCHWCapital Markets

Is Charles Schwab (SCHW) Attractively Priced After Recent Share Price Weakness

If you are wondering whether Charles Schwab is reasonably priced at its current level, this article walks through the numbers so you can judge the value for yourself. The stock last closed at US$93.08, with a 7 day return of 6.2% decline, a 30 day return of 10.3% decline, a year to date return of 8.4% decline, and a 1 year return of 15.6%, 3 year return of 21.7% and 5 year return of 58.6%. Recent headlines around Charles Schwab have focused on its role as a major US brokerage and bank, as...
NasdaqGS:IPGP
NasdaqGS:IPGPElectronic

Is It Too Late To Consider IPG Photonics (IPGP) After Its 110% One Year Surge?

If you are wondering whether IPG Photonics at around US$134.86 still offers value after a strong run, this article walks through what the current price might be implying. The stock has logged returns of 21.8% over the past week, 65.0% over 30 days, 80.2% year to date and 110.8% over 1 year, while the 3 year return is 6.9% and the 5 year return is a 41.1% decline. Recent attention on IPG Photonics has centered on its position in high power fiber lasers and its role as a supplier to industrial...
BATS:CBOE
BATS:CBOECapital Markets

Assessing Cboe Global Markets (CBOE) Valuation After Earnings Beat And Expanded Russell 2000 Options Trading

Cboe Global Markets (CBOE) is back in focus after reporting fourth quarter and full year 2025 results that topped analyst expectations and after rolling out nearly 24 hour trading for Russell 2000 index options. See our latest analysis for Cboe Global Markets. The recent 1-day share price return of 3.30% takes Cboe Global Markets to US$284.20. It now sits on an 11.76% 90-day share price return alongside a 5-year total shareholder return of 212.64%. This points to momentum that investors...
NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Assessing Astronics (ATRO) Valuation After Strong 1 Year And 90 Day Share Price Returns

Why Astronics Is On Investors’ Radar Today Astronics (ATRO) is drawing attention after recent price moves, with the stock last closing at US$76.97 and showing strong returns over the past year and past 3 months. See our latest analysis for Astronics. The recent 90 day share price return of 55.95% and very strong 1 year total shareholder return of 307.46% suggest momentum has been building, with shorter term moves reinforcing a much longer rebound story for Astronics. If Astronics’ move has...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

CFO Retirement And Interim Successor Put Focus On MPWR Valuation And Margins

Monolithic Power Systems (NasdaqGS:MPWR) announced the retirement of Chief Financial Officer and Executive Vice President Bernie Blegen after a decade in executive roles. Long-time Corporate Controller Rob Dean has been promoted to interim CFO, marking an internal succession within the finance team. The leadership change highlights a transition at the top of the company’s financial function while the board considers longer term plans for the role. Monolithic Power Systems focuses on analog...
NYSE:CNP
NYSE:CNPIntegrated Utilities

A Look At CenterPoint Energy’s Valuation As Grid Upgrades And Q4 2025 Earnings Come Into Focus

CenterPoint Energy (CNP) is in focus as it prepares to report fourth quarter 2025 results on February 19, alongside recent grid upgrades and the launch of its Community Progress Tracker in Greater Houston. See our latest analysis for CenterPoint Energy. Those grid upgrades and the new Community Progress Tracker arrive at a time when momentum in CenterPoint Energy’s share price has been building, with a 30 day share price return of 7.40% and a 1 year total shareholder return of 29.19% from a...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI Lung Screening Deal Deepens Role In Clinical Workflows

Tempus AI (NasdaqGS:TEM) announced a collaboration with Median Technologies to integrate eyonis LCS, an FDA cleared AI software for lung cancer screening, into its Tempus Pixel platform. The integration is aimed at supporting lung cancer detection and risk stratification as part of Tempus AI's broader precision medicine and diagnostics offering. For you as an investor, this move sits at the intersection of AI, oncology, and clinical workflows, an area where Tempus AI is already active...
NYSE:PWR
NYSE:PWRConstruction

Is It Too Late To Consider Quanta Services (PWR) After Its Strong Multi‑Year Rally?

If you are wondering whether Quanta Services at around US$525 a share still offers value, you are not alone. This article is designed to help you assess that question clearly. The stock has recorded returns of 2.8% over the last 7 days, 12.5% over the last 30 days, 19.4% year to date and 82.8% over the past year, with a very large 5 year return that is well over 5x the starting point. This naturally raises questions about what is already priced in. Recent headlines around Quanta Services...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Integration Of Iodine And AI Recognition Reshape Growth Outlook

Waystar Holding (NasdaqGS:WAY) has rapidly integrated Iodine Software following its acquisition, completing key revenue cycle and clinical intelligence alignment ahead of schedule. The combined platform now reaches a larger hospital client base and is being recognized nationally for its AI driven revenue cycle automation. Waystar was recently named an Inc. Best in Business honoree for AI Implementation, highlighting its role in healthcare revenue cycle automation. Waystar's recent moves...
NYSE:FHI
NYSE:FHICapital Markets

A Look At Federated Hermes (FHI) Valuation As Shares Trade Near Fair Value Estimates

Federated Hermes (FHI) has drawn fresh attention after recent trading left the shares with a reported intrinsic discount of about 13%, prompting investors to reassess the asset manager’s valuation and long term return profile. See our latest analysis for Federated Hermes. Recent trading has been choppy, with the 1 day share price return of Federated Hermes at a 1% decline. However, the 90 day share price return of 14.24% and the 1 year total shareholder return of 46.58% point to building...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex (CGNX) Is Up 32.7% After Earnings Beat, Board Refresh And Completed Buybacks – Has The Bull Case Changed?

Cognex recently reported fourth-quarter 2025 sales of US$252.34 million and full-year sales of US$994.36 million, alongside higher net income and earnings per share, while completing a US$500 million share repurchase program and declaring a quarterly dividend of US$0.085 per share. On top of these capital returns, the Board refreshed its membership by appointing automation and enterprise sales veterans Dr. Sami Atiya and Chris Donato, changes that could influence how Cognex pursues AI-driven...
NYSE:MTN
NYSE:MTNHospitality

Did Oasis’ US$122 Million MTN Buy After Weak Ski Season Just Reframe Vail’s Resilience Story?

In the fourth quarter of 2025, Oasis Management disclosed buying 833,500 Vail Resorts shares, lifting its stake by about US$122.66 million despite season-to-date skier visits falling 20% and related lift, ski school, and dining revenues also declining due to below-average snowfall. This sizable purchase by a professional investor, even after a weak ski season, highlights differing views on Vail Resorts’ longer-term business resilience and earnings power. We’ll now examine how Oasis...