U.S. Hospitality Stock News

Why Nasdaq’s new private capital indexes matter for stock investors Nasdaq (NDAQ) has launched its Nasdaq Private Capital Indexes, a new benchmarking suite built on data from more than 14,000 private market funds representing over US$11.4b in global assets under management. See our latest analysis for Nasdaq. The launch of the private capital indexes comes as Nasdaq’s 1‑month share price return of 20.59% and year to date share price return of 17.78% show pressure building after a weaker run,...

If you are wondering whether Science Applications International is starting to look interesting at current levels, this article will walk through what that price actually implies for its underlying value. The stock closed at US$86.61, with returns of an 11.9% decline over the past 7 days, a 19.9% decline over 30 days, a 14.4% decline year to date and a 13.0% decline over 1 year, as well as a roughly flat 0.1% gain over 5 years, which may have shifted how investors see its risk and potential...

Immunic (IMUX) has been in focus after a busy stretch, with board and leadership changes, fresh clinical data in multiple sclerosis, and a large private placement that brought in new and existing institutional investors. See our latest analysis for Immunic. The recent CEO transition plan, fresh MS data and the US$200.0m private placement appear to have coincided with sharp short term momentum, with a 7 day share price return of 47.18% and year to date share price return of 56.52%. This is set...

Sigma Lithium (SGML) has moved back into focus after agreeing to sell 150,000 tonnes of high purity lithium fines at US$140 per tonne, with additional volume and customer prepayments tied to resumed production. See our latest analysis for Sigma Lithium. These contracts arrive after a volatile period for the stock, with a 7 day share price return of 9.25% but a 30 day share price decline of 19.53%. The 90 day share price return of 120.30% and 1 year total shareholder return of 18.25% contrast...

Columbia Financial, NasdaqGS:CLBK, has announced an agreement to acquire Northfield in a significant merger deal. The transaction is expected to combine two established regional banking franchises and materially change Columbia Financial's business profile. Investors are watching the deal for its potential impact on Columbia Financial's operations, balance sheet mix, and market reach. For shareholders, the news arrives with Columbia Financial shares at $18.41 and a mixed return profile. The...

Cheesecake Factory (CAKE) has drawn investor attention after recent trading swings, with the share price around US$58.67. You might be asking whether this restaurant operator’s current valuation fairly reflects its fundamentals. See our latest analysis for Cheesecake Factory. Recent trading has been choppy, with a 7 day share price return of 7.24% and a 30 day share price return of 2.48%. However, the 90 day share price return of 30.55% and 1 year total shareholder return of 12.27% suggest...

If you are wondering whether Lam Research is still reasonably priced after a strong run, this article will outline what the current valuation looks like. The stock last closed at US$235.53, with returns of 2.0% over 7 days, 12.8% over 30 days, 27.3% year to date and 187.2% over 1 year. This naturally raises questions about how much optimism is already reflected in the price. Recent attention on Lam Research has focused on its role in semiconductor equipment and how investor sentiment toward...

Pacific Biosciences of California (PACB) just wrapped up FY 2025 with Q4 revenue of about US$44.6 million and a basic EPS loss of US$0.13, alongside a full year trailing revenue base of roughly US$160.0 million and a trailing basic EPS loss of US$1.82. Over recent quarters, the company has seen revenue move from US$39.2 million in Q4 2024 to US$44.6 million in Q4 2025. Quarterly basic EPS has shifted from a small profit of US$0.01 in Q4 2024 to losses between US$0.13 and US$1.44 across FY...

If you are wondering whether Albertsons Companies is offering good value at its current share price, you are not alone. This article is here to unpack that question clearly. The stock most recently closed at US$18.57, with returns of 2.7% over the past week, 4.9% over the past month, 7.3% year to date, but an 8.1% decline over the last year and a 5.3% decline over three years, while the five year return sits at 67.6%. Recent attention on Albertsons has centered on how its grocery footprint...

Sabine Royalty Trust recently reported that its February 2026 production fell to 45,316 barrels of oil and 1,026,714 Mcf of gas, while Argent Trust Company declared a lower monthly cash distribution of US$0.283370 per unit, payable on February 27, 2026. This combination of weaker production volumes and a reduced payout directly affects the income profile that many unitholders watch closely for this royalty trust. Next, we’ll examine how the reduced cash distribution reshapes Sabine Royalty...

Recent news shows Rigetti Computing under pressure as analyst downgrades, capital-raising concerns, and investor rotation away from speculative quantum names reshape sentiment toward the company. A key insight from these developments is the growing focus on Rigetti’s long commercialization timeline and intense competition from cash-rich technology giants investing heavily in quantum computing. We’ll now examine how Rigetti’s caution about meaningful quantum demand emerging mainly after 2030...

What Liberty Latin America’s Recent Performance Signals for Investors Liberty Latin America (LILA) has drawn fresh attention after a mixed run in its share price, with a 3.5% decline over the past week, in contrast with gains over the month and year to date. See our latest analysis for Liberty Latin America. While the 3.5% 1-day and 7-day share price declines suggest momentum has cooled recently, Liberty Latin America still shows a positive year to date share price return, even though its...

Fastly reported strong fourth quarter results and its first profitable year, marking a major business turnaround. Growth in network services, security, and AI related demand contributed to record performance in key parts of the business. The company is increasing its involvement in agentic AI markets while securities litigation related to alleged misrepresentation by the former CEO continues. Fastly, traded as NasdaqGS:FSLY, sits at a current share price of $18.26 after a sharp move, with...

Altria Group (MO) is back in focus as investors weigh its long-running dividend growth, solid free cash flow, and active buybacks against sizeable debt levels and negative shareholder equity that are drawing renewed scrutiny. See our latest analysis for Altria Group. Recent trading has been strong, with the share price at $67.25 and a 30 day share price return of 9.40% contributing to a 17.34% year to date gain. The 1 year total shareholder return of 35.24% and 5 year total shareholder return...

Reddit’s recent stock performance in context Reddit (RDDT) has drawn fresh attention after a volatile stretch, with the share price around $139.65 and recent returns across the past week, month, and past 3 months reflecting sharp swings in sentiment. See our latest analysis for Reddit. That recent 6.55% 1 day share price return sits against a much weaker backdrop, with a 30 day share price return of 44.67% decline and a year to date share price return of 42.27% decline. The 1 year total...

In recent months, Comfort Systems USA has reported very strong demand for AI data center buildouts, beating third-quarter revenue and earnings estimates and growing its project backlog to US$9.38 billion, while also preparing to release its fourth-quarter and full-year 2025 results after markets closed on February 19, 2026. Despite aggressive insider selling by senior executives, investors have focused on the company’s rapidly expanding backlog and improving returns on capital, which many...

ACI Worldwide (ACIW) just signed a multi year services agreement with Alpha Modus Financial Services, putting its remittance platform at the core of Alpha Cash’s bill payment offering across digital and physical retail locations. See our latest analysis for ACI Worldwide. At a share price of US$39.56, ACI Worldwide has seen a 13.0% decline in its 30 day share price return and a 15.8% decline over 90 days. The 3 year total shareholder return of 52.2% contrasts with a 24.7% decline over the...

McGraw Hill (NYSE:MH) has appointed Philip Moyer as President and CEO, succeeding Simon Allen. The company is accelerating its push into AI powered education tools, gaining market share in higher education. McGraw Hill has been recognized as a leading user of AI in education and is rolling out new AI platforms with a focus on STEM. For investors watching NYSE:MH, the leadership transition comes as the company leans further into digital and AI centered offerings. The stock last closed at...

In early February 2026, Fluence Energy reported past first-quarter results showing revenue rising to US$475.23 million from US$186.79 million a year earlier, while net loss widened to US$45.07 million and loss per share increased to US$0.34. The company also reaffirmed its full-year 2026 revenue guidance of about US$3.20 billion to US$3.60 billion, underpinned by a fully covered backlog and over US$750 million in new orders, even as project cost overruns pressured margins. We’ll now...

If you are wondering whether ON Semiconductor is priced attractively right now, it helps to step back and look at how the current share price lines up with different valuation checks. The stock last closed at US$72.21, with returns of 10.8% over 7 days, 19.2% over 30 days, 27.4% year to date, 39.3% over 1 year, an 11.8% decline over 3 years, and 72.5% over 5 years. Recent price action has been shaped by ongoing investor interest in semiconductor names and how they might fit into themes such...

In early February 2026, nVent Electric reported that fourth-quarter 2025 sales rose to US$1,066.7 million and full-year sales reached US$3,893.1 million, alongside higher net income and earnings per share versus the prior year, while management highlighted a strong balance sheet and an active pipeline of potential acquisitions. This combination of improved financial performance and acquisition appetite underscores nVent’s push to deepen its presence in infrastructure-heavy areas such as data...

In February 2026, monday.com reported fourth-quarter 2025 sales of US$333.88 million and net income of US$76.69 million, alongside full-year 2025 sales of US$1.23 billion and net income of US$118.74 million, and disclosed completion of a US$135 million buyback of 884,000 shares. At the same time, the company issued 2026 revenue guidance of US$1.45 billion to US$1.46 billion, which, while implying continued growth, raised fresh questions about how moderating demand among smaller customers and...

If you are wondering whether Globus Medical at around US$88.09 is offering good value today, you are not alone in asking whether the current price properly reflects the business. The share price has been fairly steady over the past week with a 0.3% return, sits slightly lower over the last month with a 4.7% decline, and is up 0.9% year to date, while the 1 year and 3 year returns of 5.0% and 46.4% give longer term holders a different perspective on risk and reward. Recent coverage has...

Recent return profile and business backdrop Sally Beauty Holdings (SBH) has drawn attention after a recent 1 day return of 7.16%, adding to gains of 0.99% over the past week and 3.82% over the past month. Over the past 3 months, the stock shows a 15.09% return, with a 12.63% year to date move and a 75.67% total return over the past year, set against a 3 year total return of a 4.67% decline and a 5 year total return of 3.95%. See our latest analysis for Sally Beauty Holdings. The recent 1 day...