U.S. Hospitality Stock News

What Borr Drilling’s New Contracts Mean for Investors Borr Drilling (BORR) has drawn fresh attention after announcing new contract commitments for its Ran and Odin jack up rigs in Mexico and the United States, including additional extension options. See our latest analysis for Borr Drilling. These fresh contracts arrive as Borr Drilling’s share price sits at US$4.18, with a 90 day share price return of 58.33% and a 5 year total shareholder return of 143.80%. This suggests momentum has...

If you are wondering whether Ulta Beauty's share price still offers value after a strong run, this article will walk through what the current market price might imply about the stock. Ulta Beauty recently closed at US$661.49, with returns of 1.8% over 7 days, 10.0% over 30 days, 6.7% year to date, 63.7% over 1 year, 33.7% over 3 years, and 125.6% over 5 years. These figures naturally raise questions about what is already priced in and how much risk you are taking on at these levels. Recent...

Recent analyst actions around Brown & Brown (BRO) have turned attention to how a softening property and casualty insurance market could influence the company’s organic growth expectations, margins, and investor sentiment over the next few years. See our latest analysis for Brown & Brown. Brown & Brown’s recent analyst downgrades and concerns about softer property and casualty pricing sit against a share price of US$79.61, with a 90 day share price return of a 16% decline and a 1 year total...

Veracyte (VCYT) shares are in focus after the company released preliminary 2025 results alongside fresh guidance for 2026, outlining expected revenue ranges, testing growth and margin targets that give investors more visibility. See our latest analysis for Veracyte. Veracyte shares have been volatile around the recent guidance, with a 3.35% 1 day share price return to US$43.45 and a 24.93% 90 day share price return. The 1 year total shareholder return of 5.82% contrasts with a 62.80% total...

Markel Group (MKL) is in focus after Markel Insurance named Preeti Gureja as Chief Risk Officer for its US and Bermuda insurance operations. The move puts risk oversight and regulatory engagement at center stage. See our latest analysis for Markel Group. The appointment comes as Markel Group’s share price sits at US$2,119.42, with an 8.35% 90 day share price return and a 26.91% 1 year total shareholder return indicating momentum that has been building rather than fading. If this risk focused...

Why Blue Bird (BLBD) is on investors’ radar Blue Bird (BLBD) has caught investor attention after recent share price moves, with the stock showing mixed returns across different timeframes. That shift is prompting a closer look at how the business is currently positioned. See our latest analysis for Blue Bird. At a share price of $49.0, Blue Bird’s short term share price returns have softened over the last quarter, but its 1 year and 3 year total shareholder returns of 18.21% and roughly 3.3x...

In recent days, Barclays upgraded Kodiak Gas Services to an Overweight rating, while the company announced a dual listing on NYSE Texas and the full exit of EQT Infrastructure’s remaining stake via an underwritten public offering. These moves not only underscore sustained demand for Kodiak’s compression services tied to natural gas volume growth, but also mark a meaningful shift in its shareholder base and governance influence. We’ll now examine how Barclays’ more positive stance, alongside...

AOP Health US, LLC recently expanded US access to its critical care drug Rapiblyk (landiolol) through Cardinal Health and other major distributors, allowing hospitals and health systems to source it via their usual channels. This broadened distribution highlights Cardinal Health’s role as a core conduit for complex therapies in acute care settings, reinforcing its importance in the specialty pharmaceutical supply chain. We’ll now examine how this wider Rapiblyk distribution through Cardinal...

Argan (AGX) is back on investor watchlists after Director Peter W Getsinger sold roughly US$3.38 million in shares, shortly after the company lifted its quarterly cash dividend by 33% and reported earnings ahead of expectations. See our latest analysis for Argan. Those events come after a sharp run, with Argan’s 1 year total shareholder return close to 100% and multi year total shareholder returns several times higher, even as recent share price returns have softened and short term momentum...

Event context and why Aktis Oncology is on investors’ radar Aktis Oncology (AKTS) recently drew attention after a daily share move of about 3%. This has prompted investors to look more closely at how its clinical stage radiopharmaceutical pipeline and current financial profile line up. See our latest analysis for Aktis Oncology. While the latest 1 day share price return of 2.90% was negative, the year to date share price return of 20.83% suggests earlier momentum that investors are now...

Installed Building Products (IBP) has priced and completed a US$500 million fixed rate senior unsecured notes offering due 2034, and has also agreed to repurchase 150,000 shares from an entity owned by its CEO. See our latest analysis for Installed Building Products. These financing moves and the CEO share repurchase come as Installed Building Products trades at US$302.97, with recent momentum reflected in a 10.50% 7 day share price return and a 76.15% 1 year total shareholder return,...

Rising short interest puts fresh focus on Annaly Capital Management (NLY) Recent data shows an 11.63% rise in short interest for Annaly Capital Management (NLY), with 13.08 million shares now sold short, or 1.92% of the float, drawing increased attention to bearish positioning. See our latest analysis for Annaly Capital Management. Despite the recent pickup in bearish positioning, Annaly Capital Management’s share price has held at US$23.19, with a 90 day share price return of 11.92% and a 1...

Vericel Corporation recently issued preliminary, unaudited guidance for the fourth quarter and full year 2025, pointing to 23% quarterly revenue and MACI sales growth and approximately US$276,000,000 in total net revenue, alongside GAAP net income profitability for a second consecutive year. This combination of double-digit top-line expansion and repeat GAAP profitability suggests the company’s regenerative therapies model is scaling operationally as it grows. With Vericel highlighting 23%...

Concentrix Corporation recently reported fourth-quarter and full-year 2025 results showing revenue rising to US$2,552.93 million and US$9.83 billion respectively, but swinging from net income to a very large net loss, while also issuing new 2026 guidance and declaring a US$0.36 quarterly dividend. This combination of higher sales, sharp profitability deterioration, continued dividend payments, and quantified operating-income guidance gives investors fresh insight into how Concentrix is...

Sprouts Farmers Market (SFM) is back in focus after multiple law firms launched securities class actions tied to its October 29, 2025, disclosure of disappointing third quarter results and a reduced full year growth outlook. See our latest analysis for Sprouts Farmers Market. The latest $80.20 share price comes after a sharp reset, with a 29.7% 90 day share price decline and a 41.9% 1 year total shareholder return loss, even though the 3 and 5 year total shareholder returns remain very...

In early January 2026, Choice Hotels International announced that it had expanded its upscale Ascend Collection in Canada, signing six new Quebec properties, led by long-time franchise partner Bing Zhao, as part of a multi-unit deal that followed its consolidation of Choice Hotels Canada and built on a pipeline of more than 2,800 rooms. This move, which increases Ascend’s Canadian portfolio by 20% and plugs into broader international growth across Africa, Australia, Europe, and China, also...

In recent days, Nvidia named Navitas Semiconductor as a supply partner for its 800-volt DC power architecture in AI data centers, highlighting Navitas’ gallium nitride and silicon carbide power-control technology for high-efficiency applications. This collaboration underscores Navitas’ pivot away from lower-power consumer devices toward higher-value AI and infrastructure markets that prize energy-efficient power electronics. We’ll now examine how becoming an Nvidia AI data center supply...

In early January 2026, Stride, Inc. filed a US$321.372 million shelf registration for 4,740,000 common shares tied to an ESOP-related offering, while facing multiple securities class action lawsuits alleging inflated enrollment figures, compliance failures, and misleading disclosures. The convergence of fresh capital-raising capacity with intensified legal scrutiny over “ghost students” and technology platform issues raises important questions about Stride’s governance, operational controls,...

Why the new 2034 notes matter for Burford Capital stock Burford Capital (NYSE:BUR) has launched a private offering of US$450 million senior unsecured notes due 2034, a move aimed at refinancing existing 2026 bonds and adding flexibility for wider corporate uses. The notes will be issued through a wholly owned subsidiary, guaranteed on a senior unsecured basis by Burford Capital, and placed with qualified institutional buyers and certain non US investors under Regulation S and Rule 144A. See...

Quanta Services (PWR) is back in focus after a Seaport Global upgrade to a Buy rating, which ties recent positive sentiment to the company’s role in U.S. electric power infrastructure and large project opportunities. See our latest analysis for Quanta Services. Quanta’s latest close at $432.66 follows a 2.4% 1 day share price return and comes after mixed recent moves, while a 1 year total shareholder return of 37.9% points to momentum that has built over time. If you are looking beyond Quanta...

In recent days, Analog Devices has drawn attention as analysts highlighted expectations for significantly higher upcoming earnings and revenue, alongside its broad exposure to automation, AI infrastructure, and electric vehicles. At the same time, the company’s two-year annual sales declines and low returns on capital point to execution challenges even as it benefits from secular growth themes. We’ll now examine how this mix of higher earnings expectations and ongoing industrial, AI, and...

If you are wondering whether UiPath's current share price actually lines up with its underlying value, you are not alone. This article is built to walk you through that question in a clear, structured way. UiPath shares last closed at US$17.24, with a 7.5% return over the past week, a 1% decline over the past month, and returns of 8.6% year to date and 34.4% over the past year. This hints that the market's view on the stock has been shifting over different time frames. Recent attention on...

Q3 results and guidance raise put Kennametal in focus Kennametal (KMT) is back on investors’ radar after Q3 revenue grew 3.3% year on year, topping expectations by 4.3%. EPS guidance and the full year outlook were both revised higher. See our latest analysis for Kennametal. The Q3 beat and upgraded guidance sit against a share price of $30.72, with a 90 day share price return of 39.64% and a 1 year total shareholder return of 32.77%. This suggests momentum has been building recently, despite...

In recent months, Vertiv Holdings Co has attracted bullish analyst attention for its role in AI‑driven data center infrastructure, underpinned by strong earnings growth, a sizeable US$9.50 billion backlog, and the PurgeRite acquisition that expands its liquid cooling capabilities. This combination of analyst confidence, clear exposure to cloud and AI trends, and expanded thermal management offerings highlights Vertiv as a key beneficiary of accelerating investment in critical digital...