U.S. Hospitality Stock News

Investor withdrawal requests from Blackstone (BX) non traded business development companies rose sharply in the fourth quarter, even as vehicles like BCRED continued to see net inflows. This has put liquidity terms and fund structures in focus. See our latest analysis for Blackstone. The focus on liquidity in Blackstone's non traded credit vehicles comes as the share price sits at US$157.62, with a 30 day share price return of 4.26% but a 1 year total shareholder return of 1.98% decline. The...

In its latest reported quarter, First Citizens BancShares posted US$2.25 billion in revenue, essentially flat year on year but modestly ahead of analyst estimates, with net interest income also exceeding forecasts. This performance, beating expectations despite unchanged top-line revenue, highlights how earnings quality and interest-income resilience can influence investor confidence more than headline growth. We’ll now examine how this earnings beat, particularly the outperformance in net...

Roth Capital’s recent positive initiation on nLIGHT (LASR), focused on its role in directed energy lasers for defense projects, has drawn fresh attention to the stock as management addresses upcoming contract expirations. See our latest analysis for nLIGHT. That positive initiation comes on top of a sharp 90-day share price return of 30.27% and a very large 1-year total shareholder return of 264.48%. This suggests momentum has been building as defense-focused projects and recent board and...

Why NVR (NVR) Is On Investors’ Radar Today NVR (NVR) is drawing attention after fresh performance data showed a 1 day return of 2.7%, alongside mixed moves over the past week, month, and past 3 months for the high priced homebuilder stock. See our latest analysis for NVR. The recent 1 day share price return of 2.66% and 7 day share price return of 3.56% come against a more muted year to date share price return of 4.16%. The 1 year total shareholder return shows a decline of 4.78%, alongside a...

Penumbra recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, while ongoing SEC filings show continued small share sales by Director Harpreet Grewal over the past year with no insider purchases reported. Analyst commentary highlighting Penumbra’s emerging middle meningeal artery embolization franchise, alongside recent strong quarterly results and raised 2025 revenue guidance, is sharpening investor focus on the company’s embolization growth...

Interest in Core Scientific (CORZ) has picked up as traders respond to higher recent volumes, ongoing crypto market rallies led by Bitcoin, and the company’s expansion in hosting and greener energy focused mining operations. See our latest analysis for Core Scientific. At a share price of US$17.14, Core Scientific’s recent 1 day and 30 day share price returns of 2.76% and 3.69%, alongside a 1 year total shareholder return of 26.03%, suggest momentum has been rebuilding after a 9.5% decline...

In recent days, Reddit has attracted renewed attention as analysts highlighted its rapid earnings growth and potential to license its vast community content for AI training, even as some executives, including officer Lee Benjamin Seong, reported share sales totaling US$8.13 million earlier this month. The contrasting signals of insider selling and increasingly positive analyst coverage around Reddit’s AI data licensing talks with major tech firms give investors fresh context for reassessing...

Structure Therapeutics (GPCR) has been in focus after encouraging Phase 2 results for its lead obesity drug candidate, aleniglipron, as well as a new licensing deal with Genentech covering patents tied to CT-996. See our latest analysis for Structure Therapeutics. Those aleniglipron Phase 2 results and the Genentech licensing deal have arrived after a strong run, with a 90 day share price return of 127.71% and a 1 year total shareholder return of 172.69%, suggesting momentum has recently been...

In early January 2026, Vistra announced it had entered into 20-year power purchase agreements with Meta to supply more than 2,600 megawatts of zero-carbon nuclear energy from three PJM-region plants, including significant capacity uprates and plans to seek 20-year license extensions for each reactor. This long-duration, nuclear-backed deal effectively makes Vistra a core energy partner for Meta’s AI data center build-out while underpinning local jobs, tax revenue, and grid reliability in...

Adecoagro’s latest move and why it matters Adecoagro (AGRO) is back in focus after a major bank upgraded its rating, following a US$308m capital increase in December and the acquisition of fertilizer producer Profertil. The deal shifts part of Adecoagro’s exposure away from sugar and ethanol into fertilizers, a business that carries urea price risk but adds a different earnings stream that investors will now be watching closely. See our latest analysis for Adecoagro. At a share price of...

Why Levi Strauss (LEVI) is back on investors’ radar Levi Strauss (LEVI) is drawing fresh attention after its Spanish subsidiary entered Colombia, generating €31 million in its first year and reporting €90.16 million in consolidated turnover for fiscal 2024. See our latest analysis for Levi Strauss. At a share price of $21.75, Levi Strauss has a year to date share price return of 4.47%, while its 1 year total shareholder return of 28.54% suggests momentum has been building as investors weigh...

In recent days, Lyft and Uber drivers in San Francisco have protested Waymo’s self‑driving taxis and raised concerns about fare transparency, prompting regulators to revisit rules for autonomous vehicles and app‑based transport platforms. The pushback from human drivers and growing political interest in how platforms share ride revenue with workers highlight that Lyft’s long‑term model depends as much on regulatory decisions and labor relations as on app features and pricing. We’ll now...

S&T Bancorp recently reported past-quarter results showing year-on-year revenue growth that exceeded analyst expectations, with management highlighting strong return metrics and operational performance. These results have drawn renewed investor attention to the bank’s ability to generate resilient returns amid competitive and regulatory pressures in its regional markets. We’ll now examine how this stronger-than-expected revenue performance and highlighted return metrics influence S&T...

BofA Securities and Barclays recently took fresh looks at SiteOne Landscape Supply (SITE), citing its role in a fragmented market, progress on costs, and expectations for EBITDA margin improvement as key parts of their updated views. See our latest analysis for SiteOne Landscape Supply. Those upbeat views from BofA and Barclays land on a stock that has been gaining traction, with a 1-day share price return of 5.43% helping lift the year to date share price return to 12.31%. The 1-year total...

Why TeraWulf’s pivot to high-performance computing is drawing fresh attention TeraWulf (WULF) is back in focus after a major analyst upgrade tied to its shift from pure Bitcoin mining toward high-performance computing, along with new project-level financing for a large Texas joint venture. See our latest analysis for TeraWulf. Despite a softer patch recently, with a 30 day share price return of 8.58% decline and a 90 day share price return of 15.27% decline, TeraWulf’s very large 1 year total...

In recent days, industrial names including Albany International Corp. rallied after investors reacted to a proposed US$1.50 trillion US defense budget for 2027 and improving energy cost stability, which together lifted sentiment toward defense-linked and heavy industry companies. The move highlights how policy-driven defense spending expectations can spill over into adjacent manufacturers such as Albany, even without company-specific announcements. Against this backdrop of renewed interest...

On January 7, 2026, V2X, Inc. expanded its Board of Directors from seven to ten members, appointing Nicole B. Theophilus, Gerard A. Fasano, and Ross S. Niebergall to different director classes and key committees. The addition of leaders with deep experience in human capital, defense technology, and government contracting signals a push to strengthen oversight in areas central to V2X’s operations. Next, we’ll examine how adding defense and human capital veterans to the board could influence...

Analyst upgrades and what they might mean for REGN Regeneron Pharmaceuticals (REGN) has come into focus after multiple analysts, including Bank of America Securities, shifted to Buy ratings with upbeat commentary that appears to have supported recent interest in the shares. Those upgrades arrived as the stock recently touched a new 52 week high and gained 2.9% on the day of the initial Bank of America move. This signaled that professional opinion and market pricing briefly moved in the same...

In early January, Amkor Technology outlined a US$7.00 billion plan to build a new advanced packaging and test campus in Arizona and to streamline its Japanese operations, aiming to enhance manufacturing efficiency and capacity for AI-related chips and GPUs. This expansion underscores Amkor’s push to become a key player in advanced CoWoS packaging for AI workloads, while targeting margin improvement through its optimized footprint in Japan. We’ll now examine how Amkor’s multi‑billion‑dollar...

First Solar (FSLR) is back in the spotlight after Jefferies cut its rating to Hold, citing repeated guidance reductions, significant de bookings, and tougher market conditions in Germany that coincided with a sharp share price drop. See our latest analysis for First Solar. That downgrade and the class action headlines have hit sentiment in the short term, with the share price at US$238.66 and a 7 day share price return of 12.26% and a 30 day share price return of a 6.33% decline. Even though...

NeoGenomics (NEO) shares are back in focus after the company announced Board changes, with long serving director Dr. Alison L. Hannah resigning and diagnostics veteran John P. “Jack” Kenny taking her seat. See our latest analysis for NeoGenomics. The Board reshuffle follows a period of firm share price momentum, with NeoGenomics posting a 40.30% 3 month share price return and a 4.20% 1 year total shareholder return from a current share price of $13.16. If this kind of leadership change has...

On December 30, 2025, Plug Power and Walmart entered a 15‑year Release Event License Agreement giving Walmart contingent access to escrowed GenKey materials for internal maintenance while preserving Plug Power’s intellectual property and setting structured license fees and indemnities. Crucially, Walmart terminated its 2017 transaction agreement and forfeited all vested and unvested Plug Power warrants, removing a very large potential share issuance and easing concerns about future dilution...

Recent US actions in Venezuela, including the reported arrest of President Nicolas Maduro and talk of loosening sanctions on Venezuelan crude, have put Valero Energy (VLO) in sharper focus for many investors. See our latest analysis for Valero Energy. That Venezuela backdrop sits alongside a 10.1% 30 day share price return and 14.2% 90 day share price return to US$185.28, while the 1 year total shareholder return of 43.3% and 5 year total shareholder return of 281.3% point to momentum that...

The recent dismissal of all claims in a federal securities class action against NANO Nuclear Energy (NNE) has put the company’s legal risk in sharper focus for investors tracking the nuclear microreactor space. See our latest analysis for NANO Nuclear Energy. At a share price of $32.01, NANO Nuclear Energy’s 1 day share price return of 3.15% decline and 90 day share price return of 41.14% decline sit alongside a 1 year total shareholder return of 56.99%. This suggests near term momentum has...