U.S. Hospitality Stock News

In early February 2026, ADT Inc. was added to multiple S&P indices, including the S&P 600, S&P 1000, and S&P Composite 1500, following its prior presentation at Perform 2026 by VP of Product Engineering Ryan Gow on January 28, 2026. This wave of index inclusions can meaningfully raise ADT’s visibility with institutional investors, as index-tracking funds typically adjust portfolios to reflect new constituents. We’ll explore how ADT’s broadened index inclusion reshapes its investment...

OUTFRONT Media (OUT) is back on investors’ radar after being named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated. See our latest analysis for OUTFRONT Media. The Formula E partnership comes as OUTFRONT Media’s share price sits at $26.89, with a 90-day share price return of 33.32% and a 1-year total shareholder return of 53.01%. This indicates that momentum has been building over both shorter and longer periods. If...

Updated guidance and earnings put Cimpress under the spotlight Cimpress (CMPR) has moved into focus after updating earnings guidance for fiscal 2026 and 2028, reporting second quarter results, and completing a significant share repurchase tranche that together reshaped how investors view the stock. See our latest analysis for Cimpress. After this guidance update and earnings release, Cimpress shares closed at US$75.64, with a 1 day share price return of 2.80% and a 90 day share price return...

In early February 2026, Himax Technologies announced that its HX85200 on-cell OLED touch controller IC was being adopted by multiple leading global IT brands for high-end OLED laptops, with mass production scheduled to begin in the first quarter of 2026. Shortly after, Morgan Stanley lowered its rating on Himax, highlighting demand softness and margin pressure across key end markets even as the company expands into advanced OLED touch and AR applications. Next, we’ll examine how Morgan...

Liquidity Services, Inc. reported past first-quarter 2026 results with revenue of US$121.22 million and net income of US$7.49 million, alongside guidance for second-quarter GAAP net income of US$6.5 million to US$9.5 million and GAAP diluted EPS of US$0.20 to US$0.29. Management highlighted broad marketplace expansion, including GovDeals GMV growth and record new agency clients, alongside profitability gains supported by its technology-enabled, multichannel platform. With these earnings and...

In recent sessions, Core & Main drew attention as analysts projected higher year-over-year earnings per share for its upcoming report, even while revenue is expected to fall compared with the prior period. An interesting angle for investors is how the company’s multi-year revenue expansion, EPS uplift from share repurchases, and growing free cash flow margin together support a stronger financial profile. Next, we will explore how the combination of anticipated EPS growth and expanding free...

Why Flowserve Is On Investors’ Radar Today Flowserve (FLS) has drawn attention after a period of strong recent share performance. The stock has shown gains over the past week, month, and past three months, which may prompt investors to reassess its current valuation. See our latest analysis for Flowserve. At a share price of $85.46, Flowserve has seen a 16.32% 1 month share price return and a 20.79% year to date share price return. Its 1 year total shareholder return of 38.04% suggests...

In early February 2026, Intapp reported second-quarter 2026 results with revenue of US$140.21 million and a reduced net loss of US$5.93 million, while also issuing new revenue guidance and authorizing a fresh €200 million share repurchase program after completing a prior US$150 million buyback. Together with a new partnership that integrates Decimal Point Analytics’ data capabilities into Intapp’s DealCloud platform, these moves highlight management’s focus on both enhancing its capital...

Qorvo, Inc. recently reported past third-quarter 2025 results showing sales of US$992.96 million and net income of US$164.06 million, alongside much higher earnings per share than a year earlier. For the nine months to December 27, 2025, Qorvo’s profit increased significantly on relatively flat sales, and the company also issued new fourth-quarter 2026 revenue guidance of about US$800 million, plus or minus US$25 million. We’ll now examine how Qorvo’s sharply higher earnings and new revenue...

In early February 2026, Peloton Interactive reported that quarterly and six‑month revenues slipped year over year while net losses and basic loss per share narrowed, and the company issued guidance calling for further revenue declines alongside the upcoming departure of Chief Financial Officer Liz Coddington. Despite softer sales and subscription pressures, Peloton highlighted materially improved adjusted EBITDA and reduced net debt, underscoring a push toward a leaner, more financially...

AvePoint (AVPT) is back on investors’ radar after unveiling new agentic AI governance tools and expanded multi-SaaS, IaaS, and PaaS backup coverage, aimed at tightening data protection as enterprises scale AI projects. See our latest analysis for AvePoint. The new agentic AI governance launch lands after a year where AvePoint’s share price return is down 20.05% year to date and 22.39% over 30 days, while its three year total shareholder return of 117.04% signals longer term momentum that...

Clearwater Analytics Holdings (CWAN) is back in focus after announcing an integration with TreasurySpring that connects its platform to more than 1,000 fixed term cash products, targeting institutional surplus cash management. See our latest analysis for Clearwater Analytics Holdings. The recent TreasurySpring integration and European client wins come against a mixed share price backdrop, with the latest close at $23.85, a strong 90 day share price return of 42.90% but a weaker 1 year total...

Why DaVita’s latest earnings and buybacks matter for shareholders DaVita (DVA) just posted fourth quarter and full year 2025 results, pairing higher revenue with lower net income and outlining substantial share repurchases, providing fresh data on both business performance and capital returns. See our latest analysis for DaVita. DaVita’s latest earnings update and disclosure of large buybacks arrived after a sharp 7 day share price return of 28.80% and a 30 day share price return of 26.36%...

In the fourth quarter of 2025, Baron Health Care Fund added healthcare REIT Welltower as a new portfolio holding, citing its exposure to senior housing, margin and occupancy initiatives, and an “all in” management compensation plan. The fund’s commentary, combined with Welltower’s recent revenue and normalized FFO per-share growth and strong analyst ratings, reinforces market confidence in the company’s senior housing-focused model. With this backdrop, we’ll examine how Welltower’s...

Tenable Holdings (TENB) has been in focus after reporting fourth quarter 2025 revenue of US$260.53 million, above market expectations, alongside guidance for 2026 and the launch of its Tenable One AI Exposure product. See our latest analysis for Tenable Holdings. The earnings beat, new 2026 guidance and the rollout of Tenable One AI Exposure have arrived after a weak stretch, with the share price down about 24% over 90 days and the 1 year total shareholder return down about 47%. However, the...

Champion Homes, Inc. recently reported third-quarter 2025 results showing higher sales of US$656.61 million year on year, alongside lower quarterly net income, while also increasing its remaining share repurchase authorization to US$150 million. At the same time, the company underscored its role in addressing affordable housing by opening Blythe Village in Fresno, a large-scale build-to-rent community using offsite-built manufactured homes. We’ll now explore how Champion Homes’ blend of...

Ameriprise’s latest earnings and dividend decision Ameriprise Financial (AMP) reported fourth quarter 2025 results alongside a fresh dividend declaration, giving you new numbers on profitability and cash returns to shareholders to assess the stock’s current setup. The board approved a quarterly cash dividend of $1.60 per common share, payable on February 27, 2026, to investors recorded as shareholders by the close of business on February 9, 2026. See our latest analysis for Ameriprise...

How the latest earnings and guidance tie into Hubbell’s recent stock move Hubbell (HUBB) moved higher after investors reacted to its fourth quarter and full year 2025 results, fresh 2026 guidance, and recent product news around grid automation and utility software. The company reported fourth quarter 2025 sales of US$1,492.7 million, with net income of US$224.2 million and diluted earnings per share from continuing operations of US$4.19. For the full year 2025, sales were US$5,844.6 million,...

Caesars Entertainment recently announced Phase Two of its US$200 million transformation of Caesars Republic Lake Tahoe, adding upgraded pool facilities, expanded meetings and convention space, and a new Tessie's Cocktails & Chords bar and lounge in partnership with Clique Hospitality, with key elements opening from summer 2026. By layering experiential venues like Tessie's and High Dive Pool and Lounge onto expanded event capacity, Caesars is leaning into higher-margin group, entertainment,...

Levi Strauss (LEVI) is back in focus after fourth quarter earnings beat forecasts and management outlined 2026 revenue guidance, along with an accelerated share repurchase plan and a continued push into direct to consumer and premium products. See our latest analysis for Levi Strauss. Levi Strauss shares have gained 3.1% on a 1 day share price return to US$20.55, after a recent pullback that left the 30 day share price return at a 5.5% decline. The 1 year total shareholder return of 14.7% and...

Why Middleby is on investors’ radar today Middleby (MIDD) has been drawing fresh attention after a period of mixed share performance, with a small gain over the past month contrasted by a negative 1 year total return. That backdrop, alongside reported annual revenue of US$3,880.5m and a net income loss of US$202.4m, is prompting investors to reassess how the commercial and residential kitchen equipment business is currently priced. See our latest analysis for Middleby. Middleby’s recent share...

Robert Half Inc. has reported fourth-quarter 2025 results, with net income falling to US$31.76 million from US$54.29 million a year earlier, and diluted earnings per share from continuing operations easing to US$0.32 from US$0.53. The sharp year-over-year reduction in both net income and earnings per share highlights how recent operating conditions have pressured Robert Half’s profitability. Next, we’ll explore what this earnings compression means for Robert Half’s investment narrative and...

In early February 2026, PC Connection, Inc. reported fourth-quarter 2025 results showing slightly lower sales of US$702.94 million but stable net income of US$20.71 million, alongside a new quarterly dividend of US$0.20 per share payable in March and continued share repurchases under its long-running buyback program. At the same time, the company modestly improved quarterly earnings per share, completed repurchasing 7.21% of its stock since 2018 for US$108.80 million, and expanded its share...

In early February 2026, Truist Financial Corporation launched an AI- and machine-learning-powered integrated receivables platform designed to centralize payments and remittance data, automate reconciliation across checks and electronic rails, and tighten fraud controls for commercial and corporate clients. The move directly targets persistent pain points for finance teams, such as invoice errors, slow reconciliation, and high remittance processing costs, positioning Truist as a bank offering...