U.S. Hospitality Stock News

NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo (PEP) Still Attractively Priced After Its Recent 17% One Year Gain

If you are wondering whether PepsiCo's current share price still offers value, this article walks through the key numbers so you can judge how the market is pricing the business. PepsiCo recently closed at US$161.92, with returns of 10.7% over the last 30 days and 16.9% over the past year, which may influence how investors think about its growth potential and risk. Recent news coverage has focused on PepsiCo's position as a large global food and beverage group, including ongoing attention to...
NYSE:FICO
NYSE:FICOSoftware

Is FICO’s Mortgage and Grab Finance Deals Altering The Investment Case For Fair Isaac (FICO)?

In February 2026, FICO announced a partnership with MeridianLink to embed its Mortgage Direct License Program into MeridianLink’s mortgage platform, while Grab Finance adopted FICO Platform to power 22 credit decision workflows across six Southeast Asian markets. Together, these moves highlight how FICO is extending its scoring and decisioning technology deeper into mortgage distribution and into data-scarce emerging markets. Next, we’ll examine how embedding FICO Scores via MeridianLink’s...
NYSE:HASI
NYSE:HASIDiversified Financial

HA Sustainable Infrastructure Capital Reshapes Growth Path In Sustainable Infrastructure Finance

HA Sustainable Infrastructure Capital (NYSE:HASI) reported record investment volume of US$4.3b, nearly double the prior year. The company announced major new deals, including a joint venture with Sunrun and involvement in the SunZia wind project. HASI expanded its co investment vehicle with KKR and shifted its corporate structure from a REIT to a C Corporation. The company introduced earnings guidance through 2028 and highlighted ongoing proprietary sustainability metrics. For investors...
NYSE:USAC
NYSE:USACEnergy Services

USA Compression Partners J W Power Deal Reshapes Scale And Valuation Story

USA Compression Partners (NYSE:USAC) has agreed to acquire J-W Power, a move that significantly broadens its compression services network across the United States. The transaction marks a transformational step for the partnership, expanding its fleet and customer base in midstream and production-focused compression. The combined platform is expected to create operational efficiencies and a more extensive service offering for energy infrastructure customers. For investors watching NYSE:USAC,...
NYSE:OBK
NYSE:OBKBanks

Assessing Origin Bancorp (OBK) Valuation As P/E Premium Contrasts With Discounted DCF Estimate

Why Origin Bancorp Is on Investors’ Radar Today Origin Bancorp (OBK) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns alongside relatively stronger performance over the past 3 months and year to date. See our latest analysis for Origin Bancorp. With the share price at US$43.74 and a 30 day share price return of 8.16% building on a 90 day gain of 28.42%, recent weakness over the past week looks more like a pause within a stronger trend...
NYSE:LEVI
NYSE:LEVILuxury

Is Levi Strauss (LEVI) Still Attractive After Strong One Year Share Price Performance

If you are wondering whether Levi Strauss shares still offer value at current levels, this article will walk through what the current price might imply about the company. The stock last closed at US$21.91, with reported total returns of 0.0% over 7 days, 0.7% over 30 days, 5.2% year to date, 24.6% over 1 year, 38.0% over 3 years and 7.8% over 5 years. This gives some context for how the market has been pricing the business recently. Recent news around Levi Strauss has generally focused on...
NYSE:OTIS
NYSE:OTISMachinery

Did Otis Worldwide’s (OTIS) New Universal Shelf Plan Quietly Redefine Its Capital Allocation Playbook?

Earlier this month, Otis Worldwide Corporation filed an omnibus universal shelf registration covering common and preferred shares, units, debt securities and warrants, enhancing its ability to access capital markets when required. Beyond this added financing flexibility, the move arrives alongside insider share sales and evolving ESG-related disclosures, giving investors fresh information on governance, risk management and potential future capital decisions. We’ll now explore how Otis’s new...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer Balances Bitcoin Mining Scale With Expanding AI Infrastructure Ambitions

Bitdeer Technologies Group (NasdaqCM:BTDR) has become the largest public Bitcoin miner by self mining hash rate in 2026. The company is expanding into high performance AI infrastructure across Norway, Malaysia, and the U.S. Bitdeer plans to retrofit a hydropower facility to support AI workloads and GPU focused services. The business is building out GPU as a service and AI colocation offerings alongside its Bitcoin operations. Bitdeer Technologies Group, traded as NasdaqCM:BTDR, sits at the...
NasdaqGS:SNCY
NasdaqGS:SNCYAirlines

A Look At Sun Country Airlines (SNCY) Valuation After Mixed 2025 Earnings Results

Sun Country Airlines Holdings (SNCY) has drawn fresh attention after releasing fourth quarter and full year 2025 results, with higher revenue figures alongside softer quarterly profitability shaping how investors are reassessing the stock. See our latest analysis for Sun Country Airlines Holdings. Those earnings, together with the recent update on the completed US$10m share buyback, have come alongside a 30 day share price return of 19.62% and a 90 day share price return of 86.37%. The 1 year...
NYSE:ELV
NYSE:ELVHealthcare

Why Elevance Health (ELV) Is Up 6.5% After Earnings Beat, Outlook Hike and Bigger Buybacks

Elevance Health recently reported another earnings beat, raised its outlook, and authorized billions of dollars in additional share buybacks, underscoring tight control over utilization and pricing. Despite its scale, capital returns, and reputation as a defensive growth name, the company still appears underappreciated by many US investors. With Elevance Health boosting its outlook and accelerating buybacks, we'll explore how this earnings momentum affects the existing investment...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

MKS Dividend Hike And Refinancing Reshape Income And Leverage Outlook

MKS Inc. (NasdaqGS:MKSI) announced a significant increase in its quarterly dividend. The company also completed a major refinancing of its debt structure. The refinancing diversifies its capital structure, reduces interest expenses, and extends debt maturities. For investors watching MKS at a share price of $260.74, these corporate actions arrive after a sharp move in the stock, with a 27.8% return over the past 30 days and a 54.9% return year to date. The 149.3% return over the past year...
NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

How Flywire’s Embedded Role in academyFIVE’s DACH Campus System Has Changed Its Investment Story (FLYW)

In February 2026, Flywire Corporation announced that Simovative GmbH selected it as the preferred payment provider embedded in the academyFIVE Campus Management System, integrating Flywire’s global education payment platform directly into academyFIVE’s Finance module for more than 70 higher education institutions across Germany, Austria, and Switzerland. This first-mover, fully embedded integration positions Flywire at the center of academyFIVE’s end-to-end tuition and fee workflows,...
NasdaqCM:FMNB
NasdaqCM:FMNBBanks

A Look At Farmers National Banc (FMNB) Valuation As Long Term Returns Contrast With Recent Softness

Farmers National Banc (FMNB) has attracted attention after recent performance data showed a mix of short term softness and longer term resilience. This has raised questions about how its current valuation lines up with its fundamentals. See our latest analysis for Farmers National Banc. At a share price of $13.44, Farmers National Banc’s recent 1 day and 1 month share price returns were slightly negative, while its 3 year and 5 year total shareholder returns remained positive. This...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

What Costco Wholesale (COST)'s Rotisserie Chicken Contamination Lawsuits Mean For Shareholders

Costco Wholesale recently became the target of proposed class action lawsuits alleging undisclosed salmonella contamination risks at its Nebraska chicken processing facility, focusing on its popular Kirkland Signature rotisserie chickens and related raw parts sold since 2019. Because rotisserie chicken is a key traffic driver and brand symbol for Costco, heightened concerns about food safety and transparency could influence customer trust, operational practices, and legal costs across its...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

Assessing JetBlue Airways (JBLU) Valuation After New United Airlines Collaboration Fuels Recent Share Price Momentum

JetBlue Airways (JBLU) is back in focus after expanding its Blue Sky collaboration with United Airlines. The agreement allows customers to book eligible itineraries on either carrier’s website or app using cash, points, or miles. See our latest analysis for JetBlue Airways. The Blue Sky rollout has come alongside a 4.97% 1 day share price return and a 44.15% 90 day share price return. However, the 1 year total shareholder return sits at a 23.64% loss, indicating that recent momentum is...
NYSE:HUBB
NYSE:HUBBElectrical

Assessing Hubbell (HUBB) Valuation After Strong 2025 Results And Upbeat 2026 Growth Guidance

Hubbell (HUBB) is back in focus after reporting higher fourth quarter and full year 2025 sales and net income, along with 2026 guidance that points to 7% to 9% total sales growth. See our latest analysis for Hubbell. The recent results and 2026 outlook have arrived alongside strong momentum, with a 25.1% 90 day share price return and a 34.3% one year total shareholder return suggesting investors are reassessing Hubbell's growth prospects and risk profile. If you are thinking about how...
NYSE:HPQ
NYSE:HPQTech

HP (HPQ) Valuation Check As Interim CEO Bruce Broussard Takes The Helm

HP (HPQ) is back in focus after the board named director Bruce Broussard interim CEO following Enrique Lores’s departure, while also launching a formal search for a permanent chief executive. See our latest analysis for HP. HP’s leadership reshuffle comes after a tougher period for shareholders, with the share price at US$19.26 and a 1 year total shareholder return of about 41% decline and a 5 year total shareholder return of around 17% decline, suggesting recent CEO and bylaw changes are...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Assessing Red Rock Resorts (RRR) Valuation After Its Recent Share Price Pullback

Red Rock Resorts (RRR) has drawn fresh attention as investors reassess its regional Las Vegas casino footprint, with current metrics such as annual revenue of US$2.01b and net income of US$188.07m under the spotlight. See our latest analysis for Red Rock Resorts. At a latest share price of US$61.60, Red Rock Resorts has seen a 7 day share price return of -7.77% and a 90 day share price return of 12.59%, while the 1 year total shareholder return sits at 21.20%, suggesting that long term...
NYSE:BILL
NYSE:BILLSoftware

BILL Holdings Weighs Sale As Activists Highlight Valuation Gap

BILL Holdings, NYSE:BILL, is reportedly exploring a possible sale following pressure from activist shareholders. Private equity firm Hellman & Friedman is said to be in talks to acquire the company. The review includes options such as a full sale or continuing as a standalone business. BILL Holdings, NYSE:BILL, is back in focus after reports that the company is weighing a potential sale at a time when its share price sits at $46.99. The stock has seen a 21.7% decline over the past year, a...
NYSE:ENR
NYSE:ENRHousehold Products

How Mixed Q1 2026 Results And Buybacks At Energizer Holdings (ENR) Have Changed Its Investment Story

Energizer Holdings has reported past first-quarter 2026 results showing sales rising to US$778.9 million from US$731.7 million a year earlier, while moving from a prior net income to a US$3.4 million net loss and completing a US$94.18 million share repurchase program covering about 5.97% of its shares. Alongside these results, the company reaffirmed its past guidance for second-quarter and full-year 2026 organic net sales across Batteries and Lights and Auto Care, signaling a focus on...
NYSE:BABA
NYSE:BABAMultiline Retail

Assessing Alibaba Group Holding (NYSE:BABA) Valuation After Mixed Short Term And 1 Year Returns

Why Alibaba Group Holding (NYSE:BABA) is back on many watchlists Alibaba Group Holding (NYSE:BABA) has drawn fresh attention after a period where the share price has moved differently across time frames, with a 1 year total return above 20% but negative moves over the past month and past 3 months. See our latest analysis for Alibaba Group Holding. At the current share price of US$155.73, Alibaba’s recent 1 week and 1 month share price returns have been weak, yet the 1 year total shareholder...
NYSE:EAT
NYSE:EATHospitality

Assessing Brinker International's Valuation After Strong Quarter And Raised Guidance Attract Analyst Upgrades

Brinker International (EAT) is back in focus after a strong quarter, raised full year guidance, and a run of upbeat earnings estimate revisions that have drawn fresh attention from Wall Street and rating agencies. See our latest analysis for Brinker International. Despite a softer 1-day share price return of 0.9% and a 7-day share price return of 1.29%, Brinker International’s 30-day share price return of 2.15% and 90-day share price return of 25.9% sit alongside a 3-year total shareholder...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Is It Too Late To Consider Ondas (ONDS) After Its Recent Share Price Pullback?

Investors may be wondering whether Ondas at around US$9.31 is still offering value after its big run, or if most of the opportunity has already been priced in. The stock has pulled back with a 3.8% decline over the last week and a 23.4% decline over the last month, even after very large 1 year and 363.2% 3 year returns. Recent coverage has focused on Ondas as a higher growth, higher risk name, with attention on how its technology and market positioning could affect future cash flows and...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Has The Plains GP Holdings (PAGP) Rally Left Further Upside On The Table?

Wondering if Plains GP Holdings at around US$21.59 is offering solid value today, or if the easy money has already been made? This article walks through what the current price really implies. The stock has posted returns of 3.4% over the past week, 5.1% over the past month, 11.2% year to date and 8.6% over the last year, with a very large 3 year return and a 259.0% return over 5 years that may be catching more investor attention. Recent coverage has focused on Plains GP Holdings as an energy...