U.S. Hospitality Stock News

NYSE:PM
NYSE:PMTobacco

Philip Morris Leans On Smoke Free Growth As Regulations Shape Outlook

Philip Morris International (NYSE:PM) reports strong growth in its smoke free portfolio, led by IQOS, ZYN, and VIVE volumes. The company highlights five consecutive years of positive volumes for alternative nicotine products in its latest quarterly update. PMI prepares for a broader launch and regulatory review of new smoke free products in the U.S. while facing regulatory resistance in markets such as India. Changing excise tax conditions in Japan add another layer of complexity to the...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

How Alabama’s AI-Driven Highway Asset Overhaul Could Reframe Bentley Systems' (BSY) Infrastructure Intelligence Story

In February 2026, Bentley Systems announced that the Alabama Department of Transportation is using its Blyncsy AI analytics solution to automate asset condition assessments across the state’s 11,000-mile highway network, replacing more manual, inconsistent surveys. This adoption highlights how Bentley’s crowdsourced, AI-powered asset analytics can provide highly accurate, data-driven inputs for performance-based budgeting in large-scale infrastructure maintenance. We’ll now examine how...
NYSE:KD
NYSE:KDIT

Reassessing Kyndryl (KD) After A 70% Share Price Slide Since Last Year

If you are wondering whether Kyndryl Holdings is starting to look mispriced after a rough run in the market, this article will walk you through what the current share price might be implying about its value. The stock has seen sharp moves recently, with a 47.9% decline over the last 7 days, a 55.5% decline over 30 days, and a 70.7% decline over the past year, which may have changed how investors view both its potential and its risks. This sell off comes as Kyndryl continues to be covered in...
NasdaqGS:CVRX
NasdaqGS:CVRXMedical Equipment

CVRx (CVRX) Q3 Loss Near US$12.9 Million Reinforces Profitability Concerns Despite Growth Narratives

Setting the scene on CVRx's latest results CVRx (CVRX) has reported third quarter FY 2025 revenue of US$14.7 million with a basic EPS loss of US$0.49, alongside trailing twelve month revenue of US$56.0 million and a basic EPS loss of US$2.02, giving investors a clear view of a company still in investment mode. The company has seen quarterly revenue move from US$11.8 million in Q2 2024 to US$14.7 million in Q3 2025. Quarterly basic EPS losses have ranged between US$0.43 and US$0.65 over the...
NYSE:LMND
NYSE:LMNDInsurance

Lemonade’s AI Fueled Growth Confronts Ongoing Losses And Return Concerns

Lemonade (NYSE:LMND) reports that its customer base nearly tripled over the past five years, supported by AI tools and a fully digital insurance platform. The company has pushed into new products and markets using its proprietary technology to automate underwriting, pricing, and claims handling. Despite this expansion, Lemonade remains unprofitable with declining earnings per share and a negative return on equity that raises questions about its business model. For you as an investor,...
NYSE:NEU
NYSE:NEUChemicals

Has The Recent Share Price Slide Opened An Opportunity In NewMarket (NEU)?

Are you wondering if NewMarket's current share price reflects its real worth, or if the recent moves have opened up a mispricing you could potentially take advantage of? The stock last closed at US$592.80, after an 18.1% decline over the past week and a 16.4% decline over the past month. This comes even though the 1 year, 3 year and 5 year returns sit at 11.1%, 82.1% and 67.3% respectively. Recent attention on NewMarket has focused on its role in the materials sector and how investors are...
NYSE:BBT
NYSE:BBTBanks

Assessing Beacon Financial (BBT) Valuation After Recent Share Price Momentum And Merger Synergy Hopes

Beacon Financial (BBT) has caught investor attention after recent share price moves, with the stock showing a mix of short term pullback and stronger performance over the past month and past 3 months. See our latest analysis for Beacon Financial. With the share price at $30.68, Beacon Financial’s recent pullback over the last week sits against a much stronger backdrop, with a 30 day share price return of 14.52% and a 90 day share price return of 21.36%, pointing to building momentum even...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Is Tripadvisor (TRIP) Pricing Look Anomaly After Prolonged Share Price Weakness

If you are wondering whether Tripadvisor's current share price reflects its true worth, or if the market has swung too far in one direction, this article is for you. The stock has been under pressure recently, with returns of a 24.7% decline over 7 days, a 30.3% decline over 30 days, a 34.4% decline year to date, a 46.0% decline over 1 year and 56.1% and 75.9% declines over 3 and 5 years respectively from a last close of US$9.61. These moves have kept Tripadvisor in focus as investors...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Automotive (RIVN) Earnings Highlight Persistent US$811 Million Q4 Loss Challenging Bullish Narratives

Rivian Automotive (RIVN) just closed out FY 2025 with fourth quarter revenue of US$1.3 billion, a basic EPS loss of US$0.66, and net income loss of US$811 million, setting the tone for how investors will read the full year. Over the past six quarters, revenue has moved between US$874 million in Q3 2024 and US$1.7 billion in Q4 2024, while quarterly basic EPS has ranged from a loss of US$0.48 in Q1 2025 to a loss of US$1.08 in Q3 2024. This highlights a business that is scaling the top line...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

Is It Too Late To Consider MillerKnoll (MLKN) After Recent Share Price Rebound

If you are wondering whether MillerKnoll at around US$21.78 still offers value or if the easy gains are gone, this article will explain what the current price reflects in more detail. The stock has shown a mixed pattern, with a 13.2% return over the last 30 days and 19.3% year to date, but a 3.4% decline over the past week and a 32.0% decline over five years that some investors may still have in mind. Recent coverage has focused on how MillerKnoll fits into the commercial services and office...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

A Closer Look At Baidu (NasdaqGS:BIDU) Valuation After Recent Share Price Weakness

Why Baidu (NasdaqGS:BIDU) is on investors’ radar today Baidu (NasdaqGS:BIDU) has drawn fresh attention after recent share price moves, with the stock showing a 1 day return of a 1% decline and a past month return of a 9% decline. See our latest analysis for Baidu. At a share price of US$137.01, Baidu’s recent 7 day share price return of a 6.11% decline and 30 day share price return of an 8.96% decline contrast with its 18.11% 90 day share price gain and 40.55% 1 year total shareholder return...
NYSE:RXO
NYSE:RXOTransportation

Has RXO’s (RXO) Costly Refi and Downgrade Quietly Tilted Its Earnings Risk Profile?

RXO, Inc. recently completed a US$400 million offering of 6.375% senior unsecured notes due 2031, planning to use the proceeds to redeem its existing 7.500% notes due 2027, cover related costs, and fund general corporate purposes. This refinancing push came alongside weaker fourth-quarter results, a goodwill impairment, and a Moody’s downgrade to Ba1, all highlighting pressure on RXO’s earnings profile and balance sheet quality. We’ll now examine how RXO’s weaker quarter and loss of...
NasdaqGS:STLD
NasdaqGS:STLDMetals and Mining

Why Steel Dynamics (STLD) Is Down 5.3% After Upbeat 2026 Earnings Revisions Amid Weak Q4 Results

In recent days, Steel Dynamics, Inc. has attracted increased analyst attention, with several upward revisions to fiscal 2026 earnings estimates and a consensus "Strong Buy" rating despite weaker Q4 2025 results tied to lower steel prices and softer demand. This shift in analyst expectations highlights growing confidence in the company’s ability to improve profitability over time, even as near-term industry conditions remain challenging. Next, we’ll examine how these upward earnings revisions...
NYSE:EQR
NYSE:EQRResidential REITs

Assessing Equity Residential (EQR) Valuation After Recent Share Price Recovery

Equity Residential (EQR) is back on investors’ radar after recent share price moves, with the stock closing at US$63.86. That has some investors reassessing the apartment REIT’s value and risk profile. See our latest analysis for Equity Residential. The latest move to US$63.86 comes after a 4.35% 1 month share price return and 7.47% 3 month share price return. The 1 year total shareholder return of a 6.54% decline contrasts with a 15.29% gain over five years, which points to steady long-term...
NYSE:FBIN
NYSE:FBINBuilding

Margin Compression To 6.7% Tests Bullish Smart Home Narrative At Fortune Brands Innovations (FBIN)

How Fortune Brands Innovations' FY 2025 Numbers Stack Up Against the Story Fortune Brands Innovations (FBIN) just closed out FY 2025 with Q4 revenue of US$1,077.5 million and basic EPS of US$0.63, alongside net income of US$76.4 million, putting fresh numbers on the table for investors watching the story play out. The company has seen quarterly revenue range from US$1,033.1 million to US$1,203.3 million over the year, while basic EPS moved between US$0.42 and US$0.83. This gives a clearer...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Is Snap (SNAP) Now A Potential Opportunity After Its Sharp Share Price Slide?

If you are wondering whether Snap's share price now reflects a fair deal or a value trap, this article walks through what the numbers are currently saying about the stock. Snap recently closed at US$4.83, with returns of a 7.5% decline over 7 days, a 38.9% decline over 30 days, a 40.6% decline year to date, a 55.5% decline over 1 year, a 53.4% decline over 3 years, and a 92.6% decline over 5 years, which may change how investors think about its potential and risk. Recent coverage of Snap has...
NYSE:LRN
NYSE:LRNConsumer Services

Is It Time To Reconsider Stride (LRN) After Volatile Returns And Strong Valuation Signals

If you are wondering whether Stride's current share price reflects its true worth, you are not alone. This article walks through the key numbers that matter for value focused investors. Stride's shares last closed at US$84.89, with returns of 20.6% over 30 days, 31.4% year to date, a 39.5% decline over 1 year, 93.4% over 3 years and 232.1% over 5 years. This suggests sentiment around the stock has shifted at different points in time. Recent news coverage around Stride has focused on its role...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Is Zillow Group (ZG) Looking Mispriced After Steep Share Price Declines

If you are wondering whether Zillow Group's current share price reflects its true worth, this breakdown will help you connect the recent market moves with what the fundamentals say about value. The stock recently closed at US$43.30, after returns of a 20.6% decline over 7 days, a 35.2% decline over 30 days, a 34.0% decline year to date and a 43.7% decline over 1 year, with a 3 year return of a 3.7% decline and a 5 year return of a 77.4% decline. Recent headlines around Zillow Group have...
NYSE:FRT
NYSE:FRTRetail REITs

Federal Realty (FRT) Reports Q4 FFO Loss Challenging Bullish Narratives On Earnings Quality

Federal Realty Investment Trust posts mixed FY 2025 finish as one off item weighs on FFO Federal Realty Investment Trust (FRT) has wrapped up FY 2025 with Q4 revenue of US$334.4 million, Basic EPS of US$1.50 and Funds From Operations of a US$465.1 million loss, while trailing twelve month revenue came in at about US$1.3 billion and Basic EPS at US$4.69. Over recent periods, revenue has moved from US$312.8 million in Q4 2024 to US$334.4 million in Q4 2025, while Basic EPS has shifted from...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Evaluating Garmin (GRMN) Valuation As Momentum Builds And Shares Trade Below Estimated Fair Value

Why Garmin (GRMN) is on investors’ radar now Garmin (GRMN) has drawn attention recently as investors reassess its share price around $214.74, with performance over the past month and past 3 months prompting closer scrutiny of its long term return profile. See our latest analysis for Garmin. The recent 5.67% 1 day share price return and 6.13% 7 day share price return suggest short term momentum is picking up, while the 3 year total shareholder return of 135.17% points to a strong longer run...
NYSE:FIGS
NYSE:FIGSLuxury

Assessing FIGS (FIGS) Valuation After Recent Share Price Volatility

FIGS (FIGS) has drawn attention after recent share price swings, with a 17% decline over the past month contrasting with an 11% gain over the past 3 months and an 86% total return over the past year. See our latest analysis for FIGS. The recent 16.7% 30 day share price return decline has cooled some of the strong 1 year total shareholder return of 86.4%. This suggests momentum has paused after a solid run and may now reflect shifting expectations around growth and risk. If FIGS has you...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Is Cost-Cutting and New Leadership Altering The Investment Case For Power Integrations (POWI)?

Power Integrations recently reported fourth-quarter 2025 results, authorized a dividend of US$0.215 per share payable on March 31, 2026, issued first-quarter 2026 revenue guidance of US$104 million to US$109 million, approved a workforce reduction of about 7%, and announced a change in board leadership with a new independent chairman. While earnings improved year over year and the dividend continues, the workforce cuts and leadership shift underline management’s emphasis on cost control and...
NYSE:DOCS
NYSE:DOCSHealthcare Services

Doximity (DOCS) Is Down 9.8% After New AI Spend, Buyback Plan And Guidance Update – Has The Bull Case Changed?

In early February 2026, Doximity reported third‑quarter 2025 results showing sales of US$185.05 million and net income of US$61.56 million, updated full‑year revenue guidance to about US$642.5–643.5 million, and authorized a new US$500 million share repurchase program after completing a prior US$417.04 million buyback. While revenue and nine‑month earnings rose year over year, quarterly profit per share dipped as management cited delayed pharmaceutical budgets and higher AI infrastructure...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Is It Time To Reassess Maplebear (CART) After A 28.8% One Year Share Price Fall

If you are wondering whether Maplebear is attractively priced or not, this article will walk through what the current share price might be implying about its underlying value. Over the short term, the stock has moved around, with a 4.8% return over the last 7 days, an 11.2% decline over 30 days, and a 17.3% decline year to date, while the 1 year return sits at a 28.8% decline from a last close of US$36.30. Recent coverage of Maplebear has focused on its role within the consumer retailing...