U.S. Hospitality Stock News

Concentrix recently reported quarterly revenues of US$2.42 billion, surpassing analyst expectations by 1.2%, but earnings per share were well below forecast. This contrast between revenue growth and weaker-than-expected profitability reflects ongoing sector challenges such as wage inflation and regulatory pressures. Next, we'll look at how this earnings-per-share shortfall could affect Concentrix's investment narrative and future growth assumptions. Rare earth metals are the new gold rush...

In late August 2025, Humana Inc. announced new value-based care partnerships with Vori Health and HOPCo to expand individualized musculoskeletal care for Medicare Advantage members, alongside research highlighting improved heart failure treatment outcomes under value-based models. These developments highlight Humana’s efforts to provide more personalized and coordinated care, focusing on improving patient health outcomes for chronic conditions among the Medicare-aged population. We’ll...

In August 2025, Catalyst Pharmaceuticals announced a settlement with Lupin Ltd. that resolves patent litigation over a generic version of FIRDAPSE, delaying potential U.S. market entry for Lupin’s product until at least February 2035 pending FDA approval. This agreement helps secure FIRDAPSE’s U.S. market exclusivity for an additional decade, while patent challenges from other generic companies remain ongoing. We'll now explore how securing FIRDAPSE's exclusivity through the Lupin settlement...

SharkNinja (NYSE:SN) has just announced a change at the top of its finance team. Patraic Reagan, the Chief Financial Officer, will step down in early September, and Adam Quigley, a company veteran, will step in as interim CFO. The company was quick to clarify that Reagan’s resignation was not due to any disagreement with management or the Board, aiming to reassure shareholders that this is not a red flag. Still, whenever there is a change in the finance chief’s chair, investors naturally...

NIO Inc. ( NYSE:NIO ) shares have continued their recent momentum with a 27% gain in the last month alone. Looking back...

If you have been watching Best Buy (BBY) lately, it’s hard to miss the latest buzz. The company just posted quarterly results that beat Wall Street estimates, driven by renewed strength in areas like gaming consoles and AI-powered tech. Alongside this revenue growth, management chose to stick with its full-year outlook, pointing to both strategic confidence and a healthy dose of caution about how the year might unfold. With new restructuring initiatives rolling out and cost management front...

If you’re following Nutanix (NTNX), this week’s earnings release might have you sitting up and reassessing where the company stands. Nutanix just notched its first full year of GAAP profitability, topping both revenue and earnings expectations with results that point to meaningful progress. Management paired the upbeat numbers with new guidance calling for continued growth into next year, and followed it up by announcing a substantial increase to the share buyback plan. These moves reinforce...

HP (HPQ) just reported its third-quarter results, and investors are double-checking their portfolios in light of the numbers. Revenue and net income both came in higher than last year, which has given analysts reason to sound upbeat about HP’s place in the evolving PC market. The new earnings guidance and recent share buybacks provide additional context, making this quarter’s announcement a catalyst for fresh discussions on what the company is really worth. All of this is happening after a...

In recent days, analysts have advised investors to avoid Atlantic Union Bankshares, citing ongoing profitability challenges, a flat tangible book value per share, and expectations of soft capital generation in the year ahead. This cautious outlook reflects growing concern about the company's ability to improve returns and generate capital amid a muted growth profile. We'll examine how new analyst caution around profitability and capital generation could shape Atlantic Union Bankshares'...

The past few weeks have been anything but quiet for Charter Communications (CHTR). After reporting its second quarter 2025 results, which highlighted larger than expected losses in internet and video customers following the end of the FCC's Affordable Connectivity Program, the company has found itself at the center of multiple class action lawsuits. These suits allege that Charter and several executives were not forthcoming about the true impact of the ACP’s termination and how it would...

When news broke that Prologis (PLD) is teaming up with EV Realty to roll out integrated electric vehicle charging hubs across California, investors had reason to pause and consider the implications. Not only does this move reinforce Prologis’s commitment to sustainable logistics, but it also signals a potential shift in how the company positions itself within the commercial real estate and infrastructure landscape. As Prologis looks to solve a very real pain point for freight...

If you have been watching Walmart (WMT) lately, you are not alone. Investors are taking notice after the company’s revenue and net income saw steady gains last quarter. Walmart’s strong comparable sales in both the U.S. and international markets, coupled with a surge in eCommerce and expanding pickup and delivery services, are sending a message to the market that this retail giant is managing to grow even as the industry faces shifting consumer habits. The recent introduction of AI-powered...

If you’re holding or watching Hershey (HSY) right now, you probably noticed a lot more action than usual this week. The company’s latest quarterly report wasn’t just a numbers beat. Net sales jumped 26% year over year, easily clearing sales and earnings expectations. However, even as volumes and pricing climbed, rising commodity and manufacturing costs, plus a bump in advertising spending, trimmed margins. Management now expects sales to grow at least 2% in 2025, but they’re guiding for a...

Wix.com (WIX) just posted its second quarter 2025 results, and the numbers are already sparking fresh debate among investors. The headline takeaway is a serious uptick in business fundamentals. New cohort bookings rose by 14% compared to last year, and the momentum only picked up speed throughout July, with bookings for those cohorts growing more than 20%. This surge speaks directly to Wix.com’s ability to keep attracting new customers and could mean the platform is cementing its role at the...

Recently, analysts have highlighted Astrana Health's exceptional revenue growth, expectations for accelerating demand, and outstanding earnings per share growth compared to peers over the past five years. This analyst attention has brought renewed focus to Astrana Health’s operational strengths and potential for further gains in the competitive healthcare management space. Let's explore how this analyst focus on Astrana Health’s earnings outperformance may influence the company’s broader...

If you are examining what to do next with Flowers Foods (FLO), the latest news probably caught your eye. The company just declared its 92nd consecutive quarterly dividend and even nudged the payout up by 3.1% compared to last year’s same period. On the surface, that’s a sign of stability; few companies can boast that kind of consistency. However, while dividends keep flowing, Flowers is now distributing 93% of its earnings as dividends, which is a fairly high proportion. With that much going...

Driven Brands Holdings recently announced that its Board of Directors appointed Mo Khalid as Executive Vice President and Chief Operating Officer, following his leadership roles at Take 5 and Meineke. This leadership change brings significant operational expertise to the executive team, which could influence the company's focus on network expansion and margin improvement efforts. We will explore how Mo Khalid’s appointment as COO may impact Driven Brands’ operational focus within its broader...

The board of Garmin Ltd. ( NYSE:GRMN ) has announced that it will pay a dividend on the 26th of September, with...

In August 2025, Crinetics Pharmaceuticals announced that the FDA granted Orphan Drug Designation to atumelnant, its once-daily oral ACTH receptor antagonist, for treating classic congenital adrenal hyperplasia following strong Phase 2 clinical results. As the first and only small molecule ACTH receptor antagonist in clinical development, atumelnant could address significant unmet medical needs for patients with this rare endocrine disorder. We'll examine how the Orphan Drug Designation for...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Curtiss-Wright fair value estimate is US$385 Current share...

Ambarella, Inc. recently reported second-quarter results for fiscal 2026, with sales rising to US$95.51 million and a significantly smaller net loss compared to the prior year, while also raising its full-year revenue growth outlook to 31%–35%. The company highlighted strong demand for its 5nm AI SoCs and expansion into edge AI applications in automotive, IoT, and robotics, underscoring rising adoption and diversification of its core technologies. We’ll explore how Ambarella’s upgraded...

Recently, Schlumberger has faced bearish analyst sentiment and a Zacks Rank #5 (Strong Sell), with forecasts pointing to a decline in EPS and revenue compared to the previous year driven by commodity price weakness, softer North American activity, and wider sector headwinds. Interestingly, while most brokerage firms maintain a consensus Buy rating, recent downward revisions to earnings estimates and the sector's positioning in the bottom 12% by the Zacks Industry Rank highlight cautious...

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

If you’ve been following Rocket Lab (NasdaqCM:RKLB), you know the company just pulled off a major move with the official opening of Launch Complex 3 in Virginia. This new, dedicated test, launch, and landing facility is built specifically for Neutron, Rocket Lab’s next-generation, reusable medium-lift rocket. For investors, this is more than just ribbon-cutting; it is a sign that Rocket Lab is getting ready to compete more seriously in a high-stakes market that demands reliability and quick...