U.S. Hospitality Stock News

NYSE:STZ
NYSE:STZBeverage

What Constellation Brands (STZ)'s Beer Volume Uptick and Institutional Buying Means For Shareholders

In recent months, Constellation Brands reported improving beer volume trends and highlighted new price-pack innovations, such as 12-packs and value-brand tests, while management remained cautious given the still-volatile demand backdrop. At the same time, fresh 13F filings showed several high-profile institutional investors increasing or maintaining sizable positions, underscoring confidence in the company’s premium portfolio, pricing power, and cash generation focus. Now we’ll explore how...
NYSE:MTZ
NYSE:MTZConstruction

MasTec (MTZ) Valuation Check After Strong One Year And Recent Share Price Performance

MasTec stock: recent performance and context MasTec (MTZ) has been on many investors’ screens after a strong recent run, with the share price at $264.99 and total return figures over the past year and past 3 months drawing closer attention. See our latest analysis for MasTec. The recent move to a US$264.99 share price comes after strong momentum, with a 7 day share price return of 12.55%, a 30 day gain of 18.46%, and a 1 year total shareholder return of 91.84%. These figures point to rising...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Clearway Energy (CWEN.A) Valuation Check After Strong One Year Shareholder Return

Clearway Energy (CWEN.A) has drawn investor interest with a recent share price near $37.33, along with a mix of revenue and net income trends that invites a closer look at how the business is currently positioned. See our latest analysis for Clearway Energy. At a share price of $37.33, Clearway Energy has seen firm short term momentum, with a 20.77% 1 month share price return and a 16.22% year to date share price return contributing to a 61.10% 1 year total shareholder return. This indicates...
NYSE:PL
NYSE:PLProfessional Services

Is Planet Labs (PL) Stock’s Triple Digit Gain Still Supported By Fundamentals

If you are wondering whether Planet Labs PBC’s soaring share price still lines up with the underlying business, you are in the right place for a closer look at what that could mean for value. The stock has had a mixed recent run, with a 0.6% decline over the last 7 days and a 14.9% decline over the last 30 days, while still showing a 6.1% gain year to date and a 254.3% return over the last year, along with a 347.3% return over the last 3 years. These moves sit against a backdrop of ongoing...
NYSE:AFL
NYSE:AFLInsurance

How Weaker 2025 Results And Solid Japan Demand At Aflac (AFL) Have Changed Its Investment Story

Aflac reported its fourth-quarter and full-year 2025 results, with revenue of US$4,866 million and net income of US$1,379 million for the quarter, and full-year revenue of US$17.16 billion and net income of US$3.65 billion, both lower than the prior year. Despite these declines, management highlighted strong sales momentum in Japan driven by new cancer and medical products and resilient premium growth in the U.S., suggesting underlying demand for its supplemental insurance offerings remains...
NYSE:VIRT
NYSE:VIRTCapital Markets

A Look At Virtu Financial (VIRT) Valuation After EPS More Than Doubles In 2025 Results

Virtu Financial (VIRT) has drawn fresh attention after reporting full year 2025 results, with revenue of US$3,632.12 million, net income of US$468.36 million, and earnings per share more than doubling compared with the prior year. See our latest analysis for Virtu Financial. The latest results and dividend affirmation come after a strong run, with a 16.35% year to date share price return and a 3 year total shareholder return of 107.41%. This suggests momentum has been building over time,...
NYSE:WRB
NYSE:WRBInsurance

Assessing W. R. Berkley (WRB) Valuation After $57 Million Insider Buying And Earnings Decline

Insider buying focus after earnings setback W. R. Berkley (WRB) has drawn investor attention after major shareholder Mitsui Sumitomo Insurance committed about US$57 million to insider purchases following a 21.9% year over year decline in quarterly earnings. See our latest analysis for W. R. Berkley. At a share price of US$71.54, W. R. Berkley has seen a 1 day share price return of 2.32% and a 30 day share price return of 4.12%. Its 1 year total shareholder return of 20.93% and 5 year total...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Exact Sciences Milestone In Breast Cancer Testing And What It Means For Valuation

Exact Sciences reports that more than 2 million breast cancer patients have now used its Oncotype DX Breast Recurrence Score test. The test is used to help personalize treatment decisions and reduce unnecessary chemotherapy in early stage breast cancer. This milestone highlights broad global adoption of the test in precision cancer care. For investors watching Exact Sciences, NasdaqCM:EXAS, this milestone sits alongside a current share price of $103.43. The stock has returned 105.5% over...
NYSE:CL
NYSE:CLHousehold Products

Colgate Palmolive (CL) Valuation Check After Q4 Revenue Tops Expectations And Momentum Builds In Key Categories

Colgate-Palmolive (CL) shares are in focus after fourth quarter results showed revenue ahead of analyst expectations. Management highlighted momentum in oral care and pet nutrition despite softer category conditions in several markets. See our latest analysis for Colgate-Palmolive. Those fourth quarter numbers and the 2026 outlook arrive after a strong run in the shares, with a 16.33% 1 month share price return and a 40.76% 3 year total shareholder return suggesting momentum has been building...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP Balances Latin America Expansion With US$50 Million Share Buyback

EZCORP (NasdaqGS:EZPW) announced a multi year US$50 million share repurchase program. The company highlighted an active M&A pipeline with a focus on expanding its pawn footprint across Latin America. Management pointed to available liquidity and an intent to remain disciplined on deal terms while pursuing further acquisitions. EZCORP runs pawn and related consumer financial services, a segment that tends to draw interest when credit conditions are tight and many customers look for small,...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Aurora’s Quarter Million Driverless Miles And New Hardware Eye Commercial Scale

Aurora Innovation (NasdaqGS:AUR) has surpassed 250,000 driverless miles with zero collisions. The company has introduced its second generation hardware for fully autonomous trucking fleets. Aurora is expanding collaborations with multiple OEM partners to support future driverless operations. Aurora Innovation focuses on autonomous trucking technology, aiming to provide a driverless freight solution for carriers and shippers. The new hardware generation and the zero collision milestone in...
NYSE:RF
NYSE:RFBanks

Is Regions Financial (RF) Pricing Look Interesting After Strong Multi Year Share Price Gains

If you have been wondering whether Regions Financial's current share price really reflects what the business is worth, you are not alone. The stock last closed at US$30.95, with returns of 1.7% over the past week, 9.5% over the past month, 12.3% year to date and 34.6% over the past year, along with 48.4% over three years and 88.9% over five years. Recent attention on U.S. regional banks has kept Regions Financial in focus, as investors reassess risk and capital strength across the sector. At...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Is It Too Late To Consider Fortinet (FTNT) After Its Recent Share Price Rebound?

Wondering if Fortinet at around US$87.82 is offering you good value today, or if the easy gains are already behind it? This article is here to help you make sense of the price tag. Fortinet’s share price has moved to US$87.82, with returns of 8.3% over 7 days, 11.6% over 30 days, 12.8% year to date and a 18.5% decline over 1 year, while the 3 year and 5 year returns sit at 39.8% and 164.2% respectively. Recent coverage has focused on Fortinet’s position in cybersecurity and how sentiment has...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Criteo (CRTO) EPS Growth And 8.6% Margin Test Cookie Risk Narratives

Criteo (CRTO) just posted its FY 2025 third quarter numbers, with revenue of US$469.7 million and basic EPS of US$0.72, alongside trailing twelve month EPS of US$3.14 on revenue of about US$2.0 billion and net income of US$168.1 million. Over recent quarters the company has seen revenue move from US$553.0 million and EPS of US$1.30 in Q4 2024 to US$451.4 million and EPS of US$0.70 in Q1 2025 and US$482.7 million with EPS of US$0.40 in Q2 2025. This sets up Q3’s EPS print in the context of a...
NYSE:FPS
NYSE:FPSElectrical

Is Forgent Power Solutions (FPS) Pricing Look Stretched After 13.9% Year To Date Gain?

If you are wondering whether Forgent Power Solutions is actually good value at its current price, this article will walk through what the numbers are really saying about the stock. The share price recently closed at US$33.03, and year to date the stock has returned 13.9%, which has put it on more investors' radars. Recent attention on Forgent Power Solutions has largely come from evergreen coverage that is keeping the stock in focus for investors who are assessing valuation and fundamentals...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde’s Strong 2025 Results And M&A Pipeline Might Change The Case For Investing In LIN

In early February 2026, Linde plc reported fourth-quarter 2025 sales of US$8,764 million and full-year sales of US$33.99 billion, alongside full-year net income of US$6.90 billion and higher earnings per share versus the previous year. On the same earnings call, Linde’s leadership highlighted an active pipeline of tuck-in acquisitions focused on boosting network density and synergies, particularly across North America and parts of Asia, reinforcing M&A as a core plank of its growth...
NYSE:EME
NYSE:EMEConstruction

Is EMCOR Group (EME) Still Attractively Priced After A Powerful Multi‑Year Share Price Surge

If you are wondering whether EMCOR Group's current share price still makes sense, you are not alone. Many investors are asking if the recent run leaves much value on the table. The stock recently closed at US$808.51, with returns of 14.1% over 7 days, 22.4% over 30 days, 26.6% year to date, 86.9% over 1 year and a very large gain over 3 and 5 years that is close to 7x over 5 years. Recent news flow around EMCOR Group has highlighted ongoing investor attention on the company and its position...
NYSE:TT
NYSE:TTBuilding

A Look At Trane Technologies (TT) Valuation After LiquidStack Deal And AI HVAC Expansion

Trane Technologies (TT) is making a push deeper into data center and AI-driven HVAC, headlined by a deal to acquire LiquidStack and fresh attention on its generative AI platform for building controls. See our latest analysis for Trane Technologies. The latest data center and AI HVAC moves come on top of a busy few weeks that included new 2026 guidance, a completed share buyback tranche, a dividend increase and a compressor technology collaboration. During this period, Trane Technologies has...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Net Margin Reset Challenges Slower Growth Narratives In FY 2025 Results

Gilead Sciences FY 2025 earnings snapshot Gilead Sciences (GILD) has wrapped up FY 2025 with fourth quarter revenue of US$7.9b and basic EPS of US$1.76, alongside trailing 12 month revenue of US$29.4b and EPS of US$6.84 as the company reports a fuller picture of its year. Over the past year, quarterly revenue has ranged from US$6.7b in Q1 2025 to US$7.9b in Q4 2025, while basic EPS has moved between US$1.06 and US$2.46 across those quarters, backing trailing 12 month net income of US$8.5b and...
NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland-Cliffs (CLF) Is Down 14.1% After Deep 2025 Losses And Buybacks Completion Has The Bull Case Changed?

Cleveland-Cliffs Inc. recently reported fourth-quarter 2025 results showing sales of about US$4.31 billion with a net loss of US$243 million, and a full-year 2025 net loss of US$1.48 billion on US$18.61 billion of sales, while completing a US$124.22 million share repurchase program initiated in April 2024. Management attributed the weak year to soft automotive demand, an unfavorable slab contract, and pressures in Canada, while pointing to cost cuts, asset sales, new automotive contracts,...
NYSE:JBI
NYSE:JBIBuilding

Is Janus International (JBI) Using Cheaper Debt To Quietly Redraw Its Risk‑Reward Profile?

On 2 February 2026, Janus International Group, Inc. repriced its privately placed US$551,000,000 first lien term loan, cutting the interest margin by 50 basis points from SOFR + 250 basis points to SOFR + 200 basis points while keeping the maturity and other terms largely unchanged. This refinancing move highlights management’s focus on lowering interest costs and enhancing financial flexibility without increasing leverage or extending debt maturities. Next, we’ll examine how this lower-cost...
NYSE:CNK
NYSE:CNKEntertainment

Cinemark Holdings (CNK) Valuation Check After Mixed Recent Share Price Performance

Recent performance snapshot Cinemark Holdings (CNK) has seen mixed share performance, with a roughly 9.2% gain over the past month, a 13.1% decline over the past 3 months, and a 17.4% negative 1 year total return. See our latest analysis for Cinemark Holdings. With the share price at US$26.04, recent momentum has picked up, with a positive 7 day and 30 day share price return, while the 1 year total shareholder return remains negative despite a strong 3 year gain. If Cinemark’s mixed track...
NasdaqGS:STNE
NasdaqGS:STNEDiversified Financial

Evaluating StoneCo (STNE) Valuation After Strong Short Term Share Price Momentum

Why StoneCo (STNE) is on investors’ radar StoneCo (STNE) has drawn attention after a year total return of 91.4%, alongside reported annual revenue of R$14,232.084 and a net income loss of R$1,162.741. This combination raises questions about how investors are weighing growth against profitability. See our latest analysis for StoneCo. StoneCo’s recent share price performance has been strong, with a 30 day share price return of 18.35% and year to date share price return of 20.29%. At the same...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Warner Music Group (WMG) Is Up 5.6% After AI Licensing Push And Dividend Update Has The Bull Case Changed?

Warner Music Group recently reported past first-quarter 2025 results showing higher sales of US$1.84 billion versus US$1.67 billion a year earlier, while net income declined to US$176 million, alongside ongoing share repurchases totaling 1,397,281 shares for US$41.36 million and the Board affirming a regular US$0.19 per-share dividend payable in March 2026. Management’s emphasis on revenue growth from streaming, AI licensing agreements, and expanded catalog acquisition joint ventures...