U.S. Hospitality Stock News

Addus HomeCare (ADUS) is back in focus as recent research highlights expected benefits from reimbursement rate increases in Texas and Illinois, alongside a softer labor market that could support hiring in its core Personal Care segment. See our latest analysis for Addus HomeCare. The recent research around reimbursement tailwinds and hiring conditions is landing at a time when momentum appears to be rebuilding, with a 7.48% 7 day share price return and year to date share price return of...

In February 2026, Vertex, Inc. reported fourth-quarter 2025 revenue of US$194.71 million and a net loss of US$7 million, while full-year revenue reached US$748.44 million with net income of US$7.21 million, and it issued 2026 revenue guidance of US$193.5 million–US$196.5 million for Q1 and US$823.5 million–US$831.5 million for the year. The company also installed a new President and CEO, Christopher Young, who is emphasizing AI-powered offerings like smart categorization and Vertex Copilot,...

What Entergy’s Recent Performance Tells You Entergy (ETR) has drawn fresh attention after a steady run in its share price, with returns of 10% over the past month and 11.9% year to date prompting investors to reassess the utility. See our latest analysis for Entergy. That recent 10.4% 30 day share price return sits alongside a 30.9% 1 year total shareholder return, suggesting momentum has been building both in the short term and over a longer holding period. If Entergy’s move has you looking...

Earlier this week, lululemon unveiled its Unrestricted Power™ training platform in North America, introducing PowerLu™ fabric and new men’s and women’s performance pieces designed for heavy lifts and high-intensity workouts. At the same time, recurring transparency complaints about core leggings, leadership turnover, and operational pressures are testing lululemon’s efforts to refresh its product engine and restore customer trust. We’ll now examine how renewed concerns over see-through...

Immatics previously received FDA orphan drug designation for its melanoma therapy targeting Stage II and higher cutaneous melanoma in HLA-A 02:01-positive patients, marking a key regulatory milestone in its immunotherapy pipeline. This orphan status brings potential benefits such as regulatory support and market exclusivity, which can materially shape Immatics’ development and commercialization pathway for this treatment. Next, we’ll examine how the FDA orphan drug designation and its...

Verisk Analytics recently appointed Steven Kauderer as president of its Claims Solutions business, succeeding interim leader and CFO Elizabeth Mann, while reaffirming the unit’s focus on improving claims accuracy, efficiency and speed for insurers and ecosystem partners. This leadership change comes as Verisk’s insurance-focused analytics franchise faces heightened attention following large insured loss estimates from Winter Storm Fern and a more cautious earnings outlook. Against this...

Archer-Daniels-Midland (ADM) is back in focus after director David R. McAtee II bought 7,500 shares shortly after the company reported adjusted fourth quarter EPS above consensus but fell short on revenue with mixed segment results. See our latest analysis for Archer-Daniels-Midland. Despite softer earnings for 2025, investors have pushed Archer-Daniels-Midland’s share price up, with a 30 day share price return of 7.6% and a 1 year total shareholder return of 56.66%. This shows renewed...

Associated Banc-Corp (ASB) has drawn fresh investor attention after reporting record 2025 earnings, beating expectations while unveiling a new US$100 million share repurchase program and reaffirming regular cash dividends. See our latest analysis for Associated Banc-Corp. That backdrop has been reflected in the share price, with a 90 day share price return of 10.08% and a year to date share price return of 8.11%. The 5 year total shareholder return of 72.74% suggests patient investors have...

In early February 2026, Brown-Forman’s King of Kentucky brand released its 2026 Small Batch series, a three-batch, limited-edition bourbon aged 12–18 years and bottled at distinct proofs of 105, 107.5, and 110 to highlight different expressions of its long maturation. This commemorative release, marking both the 250th anniversary of the United States and the creation of Kentucky County, underscores Brown-Forman’s use of scarcity, aging depth, and premium storytelling to reinforce its...

In recent days, Array Technologies has drawn attention after options data showed a large bearish call sweep and fresh commentary highlighted consecutive annual declines in sales and earnings per share, alongside weakening returns on capital. This combination of options activity and deteriorating capital returns is prompting investors to question how effectively Array’s investments are supporting its competitive position in utility-scale solar tracking. We’ll now examine how concerns over...

Earnings beat and dividend announcement reshape the Inter & Co (INTR) story Inter & Co (INTR) just paired an earnings beat with a new cash dividend, giving investors fresh income details alongside updated profit figures and recent business expansion milestones. See our latest analysis for Inter & Co. The recent earnings beat and new dividend come after a mixed stretch for the stock, with a 4.4% 30 day share price return but a 5.3% 90 day decline. At the same time, the 1 year total shareholder...

In recent days, NordVPN announced it selected CrowdStrike to power its Threat Protection Pro feature, while CrowdStrike signed a memorandum of understanding with Aramco in Saudi Arabia.

Surgery Partners recently saw increased investor attention as the market reacted to expectations for modest fourth-quarter 2025 revenue growth alongside lower earnings per share compared with the prior year. At the same time, contrasting commentary around its cash flow strength, expansion efforts, and elevated leverage has sharpened the debate over the company’s risk‑reward profile. We’ll now explore how optimism around upcoming results, despite flat earnings estimates, influences Surgery...

Applied Materials Q1 2026 earnings snapshot Applied Materials (AMAT) kicked off fiscal 2026 with Q1 revenue of about US$7.0b and basic EPS of US$2.55, supported by trailing 12 month EPS of US$9.81 on revenue of roughly US$28.2b. Over recent quarters the company has seen revenue move between US$7.3b and US$6.8b, while quarterly basic EPS has ranged from US$1.46 to US$2.64. This gives investors a clearer picture of how the top and bottom lines have tracked together. With trailing net profit...

LifeStance Health Group is facing operational challenges that are coinciding with continued value pressure as it pursues growth. Concerns center on subscale operations, limited distribution channels relative to peers, and a track record of negative returns on capital tied to its expansion efforts. These issues raise fresh questions about the long term competitiveness and profitability of NasdaqGS:LFST for current and potential shareholders. LifeStance Health Group, trading on NasdaqGS:LFST...

WeShop Holdings (NasdaqCM:WSHP) is expanding its marketplace into the health and fitness category with leading global brands. The company is rolling out new platform features focused on user trust, safety, and a smoother onboarding process. Key additions include a two-layer content moderation system and username reservation to support community growth and retention. For you as an investor, this move places NasdaqCM:WSHP in the middle of two large, active online segments: e-commerce and...

H&R Block (HRB) is back in focus after quarterly results slightly ahead of expectations and a fresh wave of AI driven tax tools, including 24/7 assistance and creator focused features. See our latest analysis for H&R Block. Despite the recent AI announcements and steady dividend stream, the share price has had a weak patch, with a 30 day share price return of 26.09% and a 1 year total shareholder return of 39.08%, even though the 5 year total shareholder return remains positive at 90.75%...

In recent days, Box has drawn attention after Jim Cramer highlighted it as a document storage and collaboration software company he views as potentially undervalued, while CEO Aaron Levie pushed back against concerns that AI will drive enterprises away from third‑party tools. Adding to this, DA Davidson named Box one of its top software picks for 2026, citing customer upgrades to the Enterprise Advanced tier as a key driver of anticipated sales momentum. Next, we’ll examine how analyst...

Humana (HUM) is back in focus after its fourth quarter 2025 results and 2026 outlook pointed to lower expected profitability, with Medicare Advantage Star Ratings creating a sizeable earnings headwind despite higher revenue and membership. See our latest analysis for Humana. The recent guidance cut and Stars headwind have gone hand in hand with a sharp reset in expectations, with a 30 day share price return of 32.84% decline and a 1 year total shareholder return of 26.46% decline pointing to...

In early February 2026, Oscar Health entered into a US$475.0 million secured three-year revolving credit facility and, despite reporting a full-year 2025 net loss of US$443.15 million, issued full-year 2026 guidance calling for total revenue of US$18.7 billion to US$19.0 billion and earnings from operations of US$250 million to US$450 million. The company is pairing rapid membership growth, technology-driven efficiency efforts and expanded market reach with new financial flexibility from the...

RBC Bearings Incorporated recently reported past third-quarter and nine-month results to December 27, 2025, with sales rising to US$461.6 million and US$1.35 billion respectively, alongside higher net income and earnings per share from continuing operations versus the prior year. Management’s new fourth-quarter net sales outlook of US$495.0 million to US$505.0 million, supported by strong aerospace and defense demand and the VACCO acquisition, highlights how defense programs and added...

Nabors Industries (NYSE:NBR) completed the acquisition of Parker Wellbore, reshaping its drilling and well services footprint. The company divested Quail Tools, adjusting its business mix and asset base. Nabors Industries reported substantial debt reduction, changing the profile of its capital structure. The company advanced its international strategy through new rig deployments and joint ventures in key markets. Nabors Industries, traded on the NYSE under the ticker NBR, is a contract...

Noble Corporation (NYSE:NE) has secured major new contract awards tied to its high-spec offshore drilling fleet. The company has completed the sale of non core jackups, concentrating its portfolio on deepwater and harsh environment assets. These deals have contributed to what Noble describes as a record industry backlog and increased exposure to the Norwegian Continental Shelf. Noble, trading at $45.82, has seen strong share price momentum, with the stock up 16.9% over the past week and...

Healthcare Realty Trust Incorporated has reported past fourth-quarter 2025 results showing revenue of US$286.3 million and net income of US$14.39 million, alongside 2026 EPS guidance between a loss of US$0.05 and a profit of US$0.05 and approval of a US$0.24 per-share dividend payable in March 2026. Management highlighted that 2025 was a transformational year, with a revamped asset management platform, US$1.20 billion of asset sales exiting 14 non-core markets, improved leasing performance,...