U.S. Hospitality Stock News

NYSE:NPO
NYSE:NPOMachinery

A Look At Enpro (NPO) Valuation After Insider Buying And Dividend Increase

Enpro (NPO) is drawing investor attention after several board members reported insider share purchases around the same time the company announced a 3.2% increase in its quarterly dividend to $0.32 per share. See our latest analysis for Enpro. Those insider buys and the higher dividend come after a strong run in the share price, with a 30 day share price return of 12.03% and a 90 day share price return of 34.60%. The 1 year total shareholder return of 42.18% and 5 year total shareholder return...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Hasbro (HAS) Is Up 5.9% After Unveiling Major Toy Fair Slate And Harry Potter Deal – Has The Bull Case Changed?

In February 2026, Hasbro used its return to the North American International Toy Fair in New York to unveil a wide slate of new products and licensing collaborations across brands such as Peppa Pig, Monopoly, Beyblade, Nerf, Transformers, Star Wars, and an upcoming Harry Potter partnership starting in 2027. The combination of inclusive character storytelling, new nostalgia-driven launches like Crossfire, and cross-media deals tied to franchises such as Voltron positions Hasbro to further...
NYSE:DUK
NYSE:DUKElectric Utilities

A Look At Duke Energy (DUK) Valuation After Full Year 2025 Earnings Growth

Duke Energy (DUK) shares are in focus after the company reported fourth quarter and full year 2025 results, with full year revenue of US$32.24b and net income of US$4.97b. See our latest analysis for Duke Energy. Duke Energy’s recent earnings release has coincided with improving momentum, with a 1 day share price return of 1.66%, a 1 month share price return of 7.53%, and a 1 year total shareholder return of 18.94%. This suggests investors are responding to steady financial progress and...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

How Investors May Respond To Flex (FLEX) Raising 2026 Sales Guidance While Tightening Earnings Outlook

In early February 2026, Flex Ltd. reported third-quarter 2025 sales of US$7,058 million and nine-month sales of US$20,437 million, alongside lower quarterly net income but slightly higher year-to-date net income versus the prior year, and raised its fiscal 2026 net sales guidance to a range of US$27.2 billion to US$27.5 billion while confirming fourth-quarter 2026 guidance of US$6.75 billion to US$7.05 billion in net sales. An interesting angle for investors is that management is...
NYSE:OVV
NYSE:OVVOil and Gas

Does Scotiabank’s Sector Reclassification Subtly Reframe Ovintiv’s Institutional Appeal and Peer Positioning (OVV)?

Earlier this week, Ovintiv Inc. was affected by a Scotiabank rating shift on the S&P/TSX index, altering how the company is grouped within institutional energy sector frameworks. This change in brokerage classification matters because it can influence how large investors benchmark Ovintiv against peers and adjust sector allocations. Next, we’ll examine how Scotiabank’s revised sector classification could shape Ovintiv’s broader investment narrative and institutional appeal. Uncover the next...
NYSE:CPT
NYSE:CPTResidential REITs

How Camden’s Dividend Hike, Impairment Charge, And New Buyback Plan At Camden Property Trust (CPT) Has Changed Its Investment Story

In early February 2026, Camden Property Trust reported higher fourth-quarter and full-year 2025 earnings, recorded a US$12,916,000 land-related impairment, issued 2026 EPS guidance of US$0.22–US$0.26 for the first quarter and US$0.40–US$0.70 for the year, raised its quarterly dividend to US$1.06 per share, and authorized up to US$600,000,000 of new share repurchases. Taken together, stronger reported profitability, a larger dividend, and fresh buyback capacity point to management’s current...
NYSE:F
NYSE:FAuto

Ford’s Low‑Cost EV Truck Push Amid 2025 Losses Could Be A Game Changer For Ford (F)

In early February 2026, Ford Motor reported full-year 2025 revenue of US$187,267 million but swung to a net loss of US$8,182 million, while also outlining 2026 guidance and confirming plans for additional combustion-powered and electric utes, including a new mid-size EV truck targeted around US$30,000. Alongside this weak profitability and tariff-related headwinds, Ford filed a universal shelf registration and continued investing in its Ford+ plan, signaling it may balance short-term...
NYSE:CBL
NYSE:CBLRetail REITs

The Bull Case For CBL & Associates Properties (CBL) Could Change Following Guidance, Dividend And Mall Acquisitions – Learn Why

CBL & Associates Properties recently reported fourth-quarter and full-year 2025 results showing higher revenue and net income versus the prior year, alongside 2026 earnings guidance and confirmation of its regular cash dividend for the quarter ended March 31, 2026. Beyond the headline numbers, the company highlighted balance sheet improvements, selective asset sales, and acquisitions of four dominant enclosed malls, signaling an emphasis on reshaping its retail real estate portfolio. Next,...
NYSE:LUXE
NYSE:LUXESpecialty Retail

LuxExperience B.V (LUXE) Is Up 36.0% After Tighter 2026 GMV Guidance And Ongoing Transformation Plan - Has The Bull Case Changed?

In February 2026, LuxExperience B.V. reported second-quarter sales of €646.92 million and a net loss of €12.64 million, while also updating full-year 2026 guidance to target GMV between €2.5 billion and €2.7 billion under its ongoing transformation plan. The combination of strong year-on-year sales growth and tighter guidance ranges highlights management’s confidence in executing its operational overhaul despite continued losses. With LuxExperience tightening full-year GMV guidance, we’ll...
NYSE:ITW
NYSE:ITWMachinery

Does Illinois Tool Works’ (ITW) Rising Payout and Buybacks Redefine Its Capital Allocation Priorities?

Illinois Tool Works Inc. recently reported fourth-quarter 2025 results showing higher sales of US$4,093 million and net income of US$790 million year-on-year, while also detailing full-year 2025 performance and share repurchases totaling US$3.01 billions since August 2023. In addition, the company declared a first-quarter 2026 dividend of US$1.61 per share, equivalent to US$6.44 on an annualized basis, underscoring its continued emphasis on returning cash to shareholders through both...
NYSE:RSI
NYSE:RSIHospitality

A Look At Rush Street Interactive (RSI) Valuation After CEO Share Sale And Ahead Of Q4 Earnings

Rush Street Interactive (RSI) is back in focus after CEO Richard Todd Schwartz sold 247,114 shares on February 4, trimming his direct stake to about 0.97% ahead of the upcoming Q4 FY2025 earnings release. See our latest analysis for Rush Street Interactive. At a share price of US$16.03, Rush Street Interactive has seen momentum cool recently, with a 30 day share price return of 16.94% and a year to date share price return of 16.99%, even though the 3 year total shareholder return sits at a...
NYSE:CR
NYSE:CRMachinery

Assessing Crane (CR) (CR) Valuation After Strong Results And Positive Growth Outlook

Crane (CR) is back in focus after a quarterly operating update that detailed segment performance, manufacturing efficiency, and a routine distribution announcement, prompting investors to reassess the stock following a strong multiyear total return profile. See our latest analysis for Crane. At a share price of $200.52, Crane’s 90 day share price return of 11.72% and year to date share price return of 6.93% sit alongside a 1 year total shareholder return of 17.54% and very strong multi year...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Valuation Check After Recent Share Price Swings

Azenta stock performance snapshot after recent moves Azenta (AZTA) has seen mixed returns recently, with the share price up 1.8% over the past day but down over the past week, month, past 3 months and year. See our latest analysis for Azenta. That 1.8% one day share price gain comes after a tougher stretch, with a 30 day share price return of 28.45% and a 1 year total shareholder return of 36.97%. This suggests momentum has been fading rather than building. If Azenta's recent weakness has you...
NYSE:EDU
NYSE:EDUConsumer Services

A Look At New Oriental Education & Technology Group (EDU) Valuation After Recent Mixed Share Price Performance

What recent performance says about New Oriental Education & Technology Group New Oriental Education & Technology Group (EDU) has drawn investor attention after a period where the stock moved roughly 6% over the past month and about 10% over the past 3 months. Those returns sit alongside a 1 day decline of about 2.6% and a 7 day decline of roughly 2.3%. This combination can prompt investors to look more closely at the company’s fundamentals and recent financial metrics. See our latest analysis...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

How Investors May Respond To Exelixis (EXEL) Earnings Beat And FDA Review Of New Cancer Combo

Exelixis recently reported past fourth-quarter 2025 revenue of US$598.66 million and net income of US$244.53 million, with full-year 2025 revenue of US$2.32 billion and net income of US$782.57 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. At the same time, the FDA accepted Exelixis’s New Drug Application for zanzalintinib plus atezolizumab in previously treated metastatic colorectal cancer, signaling regulatory progress that...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Why Quantum Computing (QUBT) Is Down 10.3% After Luminar Deal Amid Surging Short Interest – And What's Next

In recent months, Quantum Computing Inc. completed the US$110.0 million cash acquisition of Luminar Semiconductor, expanding its photonic technology portfolio, patent base and engineering capabilities to better address government and defense-related demand. At the same time, Quantum Computing Inc. has become one of the most heavily shorted mid-to-mega cap technology names, with very large short interest intensifying attention on its limited revenues, frequent equity raises and insider...
NasdaqGM:RLAY
NasdaqGM:RLAYBiotechs

FDA Breakthrough Status For Zovegalisib Combo Might Change The Case For Investing In Relay Therapeutics (RLAY)

Relay Therapeutics recently announced that the U.S. FDA granted Breakthrough Therapy designation to its PI3Kα inhibitor zovegalisib (RLY-2608) in combination with fulvestrant for adults with PIK3CA‑mutant HR+/HER2‑ locally advanced or metastatic breast cancer after CDK4/6 inhibitor treatment, supported by Phase 1/2 ReDiscover trial data and an ongoing Phase 3 study. This regulatory milestone not only accelerates FDA feedback and review timelines but also highlights zovegalisib’s potential...
NYSE:NGVT
NYSE:NGVTChemicals

How Investors May Respond To Ingevity (NGVT) Rising Institutional Ownership And Shifting Professional Positioning

In the third quarter, Allianz Asset Management GmbH initiated a new position in Ingevity, purchasing 30,268 shares valued at approximately US$1,670,000, alongside broader institutional trading that has brought institutional ownership to 91.59% of the company’s stock. Along with this high level of institutional participation, Ingevity’s recent quarterly earnings release has drawn heightened attention to how professional investors may be repositioning ahead of evolving fundamentals. With...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Assessing Blackbaud (BLKB) Valuation After Profitability Return Early Rule Of 40 Win And 2026 Guidance

Blackbaud (BLKB) has just reported a return to profitability for both the fourth quarter and full year 2025, achieved its Rule of 40 goal earlier than planned, and issued new revenue guidance for 2026. See our latest analysis for Blackbaud. Despite the earnings rebound and early Rule of 40 achievement, Blackbaud’s recent share price performance has been weak, with a 30 day share price return showing an 11.54% decline and a 1 year total shareholder return showing a 38.56% loss. This suggests...
NYSE:LPX
NYSE:LPXForestry

Is Louisiana Pacific (LPX) Pricing Reflect Long Term Prospects After Recent Share Price Swings

If you are looking at Louisiana-Pacific and asking whether the current share price lines up with the underlying business, you are in the right place. The stock closed at US$93.62, with a 5.0% decline over the last 7 days, a 0.5% return over 30 days, a 14.5% return year to date, and returns of a 15.7% decline over 1 year, 50.3% over 3 years, and 110.4% over 5 years. These mixed returns hint that the market has been reassessing both the potential and the risks around Louisiana-Pacific. To...
NYSE:IFF
NYSE:IFFChemicals

International Flavors & Fragrances (IFF) Is Up 10.4% After 2026 Guidance And Food Ingredients Sale Plan

In February 2026, International Flavors & Fragrances Inc. reported mixed fourth-quarter 2025 results, with sales of US$2,589 million down from US$2,771 million a year earlier, a swing to full-year 2025 net loss of US$374 million, and issued 2026 sales guidance of US$10.50–US$10.80 billion alongside adjusted EBITDA guidance of US$2.05–US$2.15 billion. At the same time, IFF accelerated its portfolio reshaping by launching a formal sale process for its Food Ingredients business and outlining a...
NYSE:ATO
NYSE:ATOGas Utilities

Does Atmos Energy’s Governance Overhaul and Share Expansion Reshape the Bull Case for ATO?

In early February 2026, Atmos Energy shareholders approved extensive amendments to the company’s charters and bylaws, including lifting authorized common shares to 400 million and updating rules on director elections, officer liability, indemnification, meeting procedures, and legal forums. These governance changes, together with the board’s alignment on modernized bylaws, give Atmos Energy greater flexibility for future capital raising and corporate actions while tightening legal and...
NYSE:DRD
NYSE:DRDMetals and Mining

Is DRDGOLD (NYSE:DRD) Still Attractively Priced After Its Multi‑Year Share Price Surge

If you are wondering whether DRDGOLD's share price still reflects fair value after its recent run, this article walks through the key valuation checks to help you frame that question clearly. The stock last closed at US$35.65, with a 1.6% return over 7 days, a 1.6% decline over 30 days and returns of 17.6% year to date, 251.3% over 1 year, 412.2% over 3 years and 327.9% over 5 years. Recent coverage has focused on DRDGOLD's share price performance and how investors are reacting to changes in...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Is Duolingo (DUOL) Now A Potential Opportunity After A 74% One-Year Share Price Slide?

If you are wondering whether Duolingo is starting to look attractive or still priced for perfection, the recent share price moves give you a lot to think about. The stock closed at US$112.57, with returns of a 5.3% decline over 7 days, a 25.0% decline over 30 days, a 36.2% decline year to date, and a 74.0% decline over the past year, even though the 3 year return sits at 23.2%. Recent coverage has focused on how Duolingo fits into the broader shift toward app based learning and subscription...