U.S. Hospitality Stock News

NYSE:TGLS
NYSE:TGLSBuilding

Assessing Tecnoglass (TGLS) Valuation As Shares Show Short Term Momentum But Mixed Longer Term Returns

Why Tecnoglass Stock Is Drawing Attention Now Tecnoglass (TGLS) is back on many watchlists after a mixed run, with a small monthly decline, a gain over the past 3 months, and a 1-year total return decline of 28.2%. See our latest analysis for Tecnoglass. The recent 15.45% 90 day share price return contrasts with a 1 year total shareholder return decline of 28.2%, so short term momentum has improved even though longer term results remain mixed. If Tecnoglass has you reassessing where growth...
NYSE:WTS
NYSE:WTSMachinery

Assessing Watts Water Technologies (WTS) Valuation After Strong 2025 Results And Upbeat 2026 Outlook

Why Watts Water Technologies (WTS) is on investors’ radar right now Watts Water Technologies (WTS) has drawn fresh attention after reporting fourth quarter and full year 2025 results, along with an outlook for 2026 that points to higher reported net sales. The combination of recent earnings, management’s 2026 guidance, and a series of capital allocation moves, including dividends and buybacks, has also coincided with analysts lifting their revenue and earnings forecasts for the company. See...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Valuation Check As US$20b Project Pipeline And Dividend Growth Plans Draw Investor Focus

Kinder Morgan (KMI) is back in focus after management outlined about US$10b of gas pipeline projects through mid 2030 and an additional US$10b in potential expansions, alongside plans for a ninth consecutive annual dividend increase. See our latest analysis for Kinder Morgan. The stock’s recent moves suggest momentum has been building, with a 14.9% 30 day share price return, a 19.8% 90 day share price return and a 1 year total shareholder return of 25.3% alongside these fresh growth and...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

NeoGenomics (NEO) FY 2025 Revenue Growth With Ongoing Losses Tests Bullish Narratives

NeoGenomics (NEO) FY 2025 Financial Results NeoGenomics (NEO) has wrapped up FY 2025 with Q4 revenue of US$190.2 million and a basic EPS loss of US$0.08, setting the tone for a year where the top line grew while the bottom line stayed in the red. Over recent quarters, the company has seen revenue move from US$168.0 million in Q1 2025 to US$190.2 million in Q4 2025, while quarterly basic EPS has ranged from a loss of US$0.20 to a loss of US$0.35. On a trailing 12 month basis, EPS sits at a...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

National Energy Services Reunited (NESR) Q4 Margin Squeeze Tests Bullish Growth Narrative

National Energy Services Reunited (NasdaqCM:NESR) has reported fourth quarter FY 2025 revenue of US$398.3 million with basic EPS of US$0.08, setting the tone for a year where trailing twelve month revenue came in at about US$1.3 billion and EPS at US$0.52. The company has seen quarterly revenue move from US$343.7 million in Q4 2024 to US$398.3 million in Q4 2025, while basic EPS shifted from US$0.28 to US$0.08 over the same period. This gives investors a clear view of the trade off between...
NYSE:MITT
NYSE:MITTMortgage REITs

TPG Mortgage Investment Trust One Off US$15.6M Loss Tests Bullish Growth Narratives

TPG Mortgage Investment Trust (MITT) has just wrapped up FY 2025 with fourth quarter revenue of US$24.1 million and basic EPS of US$0.25, putting fresh numbers behind a share price of US$8.53. Over recent quarters, revenue has ranged from US$15.0 million to US$30.2 million, while basic EPS has moved between a loss of US$0.05 and a gain of US$0.47. This gives investors a clear view of how income has shifted through the year into the latest print. With trailing net margins compressed and a...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

A Look At CoStar Group (CSGP) Valuation After The Homes AI Launch On Homes.com

CoStar Group (CSGP) just rolled out Homes AI on Homes.com, giving buyers and renters a conversational voice or text experience that uses its property data and Microsoft Azure OpenAI tools to personalize home searches. See our latest analysis for CoStar Group. Despite the Homes AI launch catching attention, CoStar Group’s share price return has been under pressure, with a 30 day share price return of 30% and a 1 year total shareholder return of 39.4%. This suggests sentiment has weakened even...
NYSE:BLDR
NYSE:BLDRBuilding

Builders FirstSource (BLDR) Margin Compression Challenges Bullish Earnings Growth Narrative

Builders FirstSource (BLDR) just closed out FY 2025 with fourth quarter revenue of US$3.4b and basic EPS of US$0.28, alongside trailing 12 month revenue of US$15.2b and basic EPS of US$3.91 that reflect a period of softer earnings. The company has seen quarterly revenue range from US$3.4b to US$4.2b and basic EPS move between US$0.28 and US$1.67 across 2025. Trailing EPS stepped down from US$10.32 on US$16.7b of revenue in late 2024 to US$3.91 on US$15.2b most recently, setting up a results...
NYSE:OEC
NYSE:OECChemicals

Orion (OEC) Posts FY 2025 EPS Loss That Tests Bullish Margin Recovery Narrative

Orion (OEC) closed out FY 2025 with Q4 revenue of US$411.7 million and a basic EPS loss of US$0.38, alongside full year trailing revenue of about US$1.8 billion and a loss of US$1.24 per share. Over the past six quarters, the company has seen quarterly revenue move between US$434.2 million and US$477.7 million while basic EPS has swung from a profit of roughly US$0.30 per share to a loss of US$1.20 per share. This highlights a choppy earnings profile that feeds straight through to margins...
NasdaqGM:HLMN
NasdaqGM:HLMNMachinery

Evaluating Hillman Solutions (HLMN) Valuation After Recent Share Price Swings

Hillman Solutions (HLMN) has recently drawn attention after a period of mixed share performance, with the stock down over the past year but positive over the past 3 months and year to date. See our latest analysis for Hillman Solutions. The recent 10.1% one day and 12.1% seven day share price declines contrast with a 12.2% 90 day share price return and a modest 3.8% year to date gain. Meanwhile, the 1 year total shareholder return of a 10.9% decline suggests momentum has cooled after a better...
NasdaqGS:GEN
NasdaqGS:GENSoftware

A Look At Gen Digital (GEN) Valuation After New Agent Trust Hub AI Security Partnership

Gen Digital (GEN) is drawing investor attention after announcing that its new Agent Trust Hub will power security verification on Vercel’s skills.sh platform, bringing risk ratings directly into the growing AI skills marketplace. See our latest analysis for Gen Digital. Despite the AI security partnership news and recent product launches, Gen Digital’s share price has had a softer run, with a 30 day share price return of 12.61% and a 1 year total shareholder return of 15.89%. The 3 and 5 year...
NYSE:HRI
NYSE:HRITrade Distributors

Herc Holdings (HRI) Earnings Recovery Leaves Trailing 0.02% Margin Challenging Bullish Narratives

Herc Holdings (HRI) closed FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$0.72, alongside net income of US$24m that capped off a year in which trailing 12 month net income was US$1m on basic EPS of roughly US$0.03. The company has seen quarterly revenue move from US$861m in Q1 2025 to US$1.2b in Q4, while quarterly basic EPS ranged from a loss of US$1.17 in Q2 to a profit of US$0.90 in Q3. This leaves investors weighing a thin trailing profit margin against a recovery in recent...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Has The Recent Share Price Slump Created An Opportunity In Hub Group (HUBG)?

If you are wondering whether Hub Group's current share price reflects its true worth, this article walks through what the numbers are saying about value today. The stock closed at US$39.86, with returns of an 8.2% decline over 7 days, a 15.0% decline over 30 days and a 6.8% decline year to date. The 1 year and 3 year returns are a 6.4% decline and a 12.6% decline, compared with a 45.3% gain over 5 years. Recent coverage has focused on Hub Group's position in transportation and logistics and...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical Weighs AI Growth Story Against Rich Valuation Risk

Intuitive Surgical, ticker NasdaqGS:ISRG, is reporting strong momentum in robotic-assisted surgery. The company is highlighting growth in revenue and profitability tied to wider use of its da Vinci and Ion systems. Management is also emphasizing new AI integration aimed at improving procedural outcomes and system performance. For investors, the starting point is the current share price of $493.35 and a mixed return profile. The stock is down 7.8% over the past month and 12.2% year to date,...
NYSE:LPX
NYSE:LPXForestry

Louisiana Pacific (LPX) Q4 Margin Compression And Loss Challenge Bullish Narratives

Louisiana Pacific (LPX) closed out FY 2025 with Q4 revenue of US$567 million, a basic EPS loss of US$0.11 and net income loss of US$8 million, setting a more subdued tone against a year that earlier featured quarterly revenue between US$663 million and US$755 million and EPS between US$0.13 and US$1.30. Over the past six quarters, revenue has ranged from US$567 million to US$755 million while basic EPS moved from a loss of US$0.11 in the latest quarter to US$1.29 in Q3 2024. The latest print...
NYSE:WPC
NYSE:WPCREITs

Does The Recent Rally In W. P. Carey (WPC) Still Leave Room For Upside?

If you are wondering whether W. P. Carey is fairly priced at its recent levels, you are not alone. The stock raises some clear questions about value that this article will unpack. W. P. Carey last closed at US$74.16, with total returns of 2.2% over 7 days, 5.6% over 30 days, 14.3% year to date and 29.9% over 1 year, while the 3 year and 5 year returns sit at 9.9% and 43.6% respectively. Recent coverage of W. P. Carey has focused on its position as a diversified net lease REIT and how its...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Will Skyworks' (SWKS) Steady Dividend and Big Buyback Amid Softer Earnings Recast Its Investment Narrative?

In early February 2026, Skyworks Solutions reported first-quarter sales of US$1,035.4 million and net income of US$79.2 million, affirmed a US$0.71 per-share dividend payable in March 2026, and confirmed that its February 2025 buyback program had retired 12,695,909 shares for US$837.68 million. Together, resilient dividend payments and a completed, sizable share repurchase underscore management’s emphasis on returning cash to shareholders, even as recent quarterly earnings show pressure on...
NYSE:ALG
NYSE:ALGMachinery

Assessing Alamo Group (ALG) Valuation After Recent Share Price Momentum

Recent share performance and business snapshot Alamo Group (ALG) has drawn investor attention after recent share price moves, with the stock showing a roughly 8% gain over the past month and about 31% over the past 3 months. The Seguin, Texas based equipment maker reports annual revenue of US$1.62b and net income of US$116.37m, reflecting its position in vegetation management and infrastructure maintenance across governmental, industrial, and agricultural markets worldwide. See our latest...
NYSE:BHC
NYSE:BHCPharmaceuticals

Bausch Health CFO To Address Debt And Growth Priorities At J.P. Morgan Conference

Bausch Health Companies (NYSE:BHC) management, including the CFO, is scheduled to participate in the upcoming J.P. Morgan Global Leveraged Finance Conference. The company plans to engage with investors and discuss its overall direction and priorities at the event. This appearance offers a direct forum for NYSE:BHC leadership to address the investment community and respond to questions. Bausch Health Companies, listed on the NYSE under the ticker BHC, operates across pharmaceutical and...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Harmony Biosciences Gains Pediatric WAKIX Approval As Valuation Draws Attention

Harmony Biosciences Holdings (NasdaqGM:HRMY) received FDA approval for WAKIX (pitolisant) tablets to treat cataplexy in pediatric patients with narcolepsy. The decision expands WAKIX into pediatric use and makes it the first and only non scheduled treatment option across both pediatric and adult patients, with or without cataplexy. The company is also pursuing pediatric exclusivity for WAKIX, which could influence its position in this indication. For investors watching Harmony Biosciences...
NasdaqGS:WERN
NasdaqGS:WERNTransportation

Is Werner Enterprises (WERN) Pricing Reflect Recent Trucking Demand Concerns Or Leave Upside Potential

Wondering if Werner Enterprises at around US$33.74 is offering fair value right now, or if the current price is leaving some opportunity on the table for patient investors. The stock has been fairly mixed, with a 3.4% decline over the last 7 days, a 1.8% gain over 30 days, and returns of 10.2% year to date but a 1.8% decline over the past year and deeper falls over 3 and 5 years. Recent headlines around Werner have largely centered on broader trucking industry conditions and freight demand...
NYSE:TOL
NYSE:TOLConsumer Durables

The Bull Case For Toll Brothers (TOL) Could Change Following Its Broad Luxury Community Rollout

Toll Brothers, Inc. recently expanded its luxury footprint across the U.S., unveiling and opening new communities and model homes in markets including Houston, Dallas, Nashville, Las Vegas, Lake Las Vegas, Jacksonville, Ponte Vedra, Atlanta, suburban Philadelphia, Raleigh, and Charlotte, with prices ranging from the mid‑US$400,000s to about US$1.58 million and above. By layering master‑planned communities, age‑restricted projects, urban condos, and high‑end enclaves onto its existing base,...
NYSE:AIR
NYSE:AIRAerospace & Defense

AAR Names Dylan Wolin CFO As Investors Weigh Capital Allocation Path

AAR (NYSE:AIR) has appointed Dylan Wolin as its new Chief Financial Officer. Wolin brings prior executive experience from Federal Signal Corporation and The Boeing Company. He previously led AAR’s corporate development and acquisitions efforts. AAR (NYSE:AIR) is drawing attention with this leadership change at the finance helm, coming at a time when the stock is trading at $113.54. The company’s shares show strong share price momentum, with returns of 34.4% year to date, 74.6% over 1 year,...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Federal National Mortgage Association (FNMA) Is Down 5.8% After 2025 Earnings Decline And Capital Strains - Has The Bull Case Changed?

Federal National Mortgage Association (Fannie Mae) reported full-year 2025 net income of US$14.36 billion, down from US$16.98 billion in 2024, alongside its recently filed 10-K detailing performance through December 31, 2025. The 10-K underscored ongoing capital adequacy pressures tied to Fannie Mae’s conservatorship and highlighted both technology investment plans and regulatory risks shaping its role in the mortgage market. Next, we’ll examine how the earnings decline and continued capital...