U.S. Hospitality Stock News

Iridian’s increased stake and recent operating performance Hilton Grand Vacations (HGV) came into focus after Iridian Asset Management lifted its holdings by 190,909 shares in the fourth quarter, an US$8.11 million addition tied to recent operating trends. Iridian now allocates nearly 8% of its reportable assets to Hilton Grand Vacations, following company updates that included a 17% year over year rise in contract sales and reaffirmed full year adjusted EBITDA guidance. See our latest...

Alaska Air Group, Inc. has reported its fourth-quarter and full-year 2025 results, showing year-on-year revenue growth to US$3,632 million for the quarter and US$14.24 billion for the year, but with net income declining to US$21 million in Q4 and US$100 million for the full year. Alongside these earnings, the company advanced its integration with Hawaiian Airlines, completed a sizeable share repurchase program, and committed to a large long-term Boeing aircraft order that reshapes its fleet...

Event context and recent share performance Webster Financial (WBS) has recently drawn investor attention after a period of mixed short term share performance, with a 1 day return of about a 3.2% decline contrasting with a positive past 3 months move near 12.2%. Across longer holding periods, the bank shows total returns of about 0.4% year to date, roughly 11.9% over the past year, about 39.5% over 3 years, and around 61.4% over 5 years. These figures give investors a wider context for its...

Recent analyst actions on Air Products and Chemicals (APD), including a rating upgrade from Bank of America Securities and a reaffirmed outlook from Citi, have refocused attention on the company’s large hydrogen and ammonia project execution risks. See our latest analysis for Air Products and Chemicals. At a share price of US$261.35, Air Products and Chemicals has recently seen a 5.63% 1 month share price return. However, its 1 year total shareholder return of an 18.51% decline shows that...

Amer Sports (AS) is back in focus after a Truist analyst highlighted the company’s growth levers and long-term plans, along with fresh creative leadership moves at Salomon that point to a stronger product and brand direction. See our latest analysis for Amer Sports. The recent Truist commentary on Amer Sports’ growth levers and the creative leadership overhaul at Salomon come against a backdrop of a 15.85% 90 day share price return and a 23.35% 1 year total shareholder return. This suggests...

Earlier this week, Morgan Stanley downgraded Safehold, citing concerns over subdued ground-lease origination activity, a high dividend payout ratio, tenant litigation, and uncertainty around fee income and Caret value realization. This shift adds to an already mixed analyst backdrop for the REIT, highlighting how business model complexity and legal overhangs can weigh on sentiment even amid solid reported profitability metrics. Next, we’ll explore how Morgan Stanley’s concerns about subdued...

Over the past year, Dropbox has seen billings stall while analysts now expect a 1.1% revenue decline over the next 12 months, highlighting pressure on demand for its services. At the same time, the company’s operating margin has been shrinking for two years, pointing to rising concern over cost control and profitability resilience. Next, we’ll examine how stagnating billings and a softer revenue outlook are reshaping Dropbox’s investment narrative for investors. Explore 23 top quantum...

Event context and recent share performance CVR Energy (CVI) shares have seen mixed performance recently, with a 1 day decline of 1.17%, a 5.32% gain over the past week, and a negative return profile over the past month and past 3 months. See our latest analysis for CVR Energy. At a share price of US$24.54, CVR Energy has seen a 5.32% 7 day share price return but a 38.67% 90 day share price decline. The 1 year total shareholder return of 18.61% contrasts with a 3 year total shareholder return...

Freedom Holding recently expanded its fintech ecosystem and AI capabilities, including an AI Hub partnership with Nvidia and Kazakhstan's Ministry of Artificial Intelligence and Digital Development to support a 100 MW data center for large-scale model training, while its banking arm grew to serve 3.6 million clients, becoming Kazakhstan's third-largest bank by active users despite market-driven losses. In parallel, Freedom Broker Global Markets obtained a Financial Services Permission from...

AptarGroup recently declared a quarterly cash dividend of US$0.48 per share, payable on February 25, 2026, to shareholders of record as of February 4, 2026, while also advancing its role in nasal vaccine and eye care delivery through collaborations with CastleVax and Bausch and Lomb. By supplying devices for an intranasal COVID-19 vaccine trial and developing its Beat the Blink eye care system, AptarGroup is deepening its presence in specialized drug delivery platforms that can be central to...

The U.S. administration previously called off planned 10% tariffs on European allies, easing trade tensions and improving the backdrop for internationally exposed companies such as Crane NXT. This policy reversal reduced immediate trade-policy uncertainty, a factor that can be particularly important for technology suppliers integrated into global supply chains. We will now examine how the easing of U.S.-EU tariff pressures shapes Crane NXT's investment narrative and perceived risk...

In recent days, Procore Technologies announced the acquisition of Datagrid to strengthen its artificial intelligence capabilities for construction industry clients, while director Kevin J O’Connor sold shares under a pre-arranged 10b5-1 trading plan and Barclays upgraded the stock’s rating. Together with upcoming fourth-quarter and full-year 2025 results in February 2026, these moves highlight how Procore is leaning into AI-driven construction software at a time when investors are weighing...

Earlier in 2026, CECO Environmental secured its largest-ever order, worth over US$135,000,000, to provide an emissions management solution for a Texas natural gas power plant, helping push expected 2025 bookings above US$1,000,000,000 and backlog toward US$800,000,000. This record contract highlights how CECO’s pollution-control technologies are increasingly embedded in large-scale energy infrastructure projects, reinforcing the company’s role in industrial decarbonization efforts. We’ll now...

Guidance-driven move in Chefs' Warehouse stock Chefs' Warehouse (CHEF) recently issued preliminary unaudited guidance for fiscal 2026, indicating expected net sales between US$4.35 billion and US$4.45 billion and net income in the US$88.0 million to US$92.0 million range, giving investors a fresh reference point. See our latest analysis for Chefs' Warehouse. The guidance lands at a time when Chefs' Warehouse shares have a 90 day share price return of 9.53%, while the 1 year total shareholder...

United Bankshares (UBSI) is back on investors’ radar after reporting record 2025 earnings, with fourth quarter profit and revenue ahead of Wall Street expectations and analysts responding with upgraded views on the stock. See our latest analysis for United Bankshares. United Bankshares’ recent buybacks and Q4 earnings beat come against a backdrop of steady share price momentum, with a 30-day share price return of 4.96% and a 90-day gain of 13.40%, while the 1-year total shareholder return of...

AMETEK recently combined its FARO Technologies and Creaform businesses into two new units, FARO CREAFORM and FARO INSIGHT, to sharpen focus on dimensional measurement and reality capture solutions for industrial, construction, public safety, and geospatial customers. This reorganization highlights AMETEK’s push to streamline its portfolio, deepen domain specialization, and seek operational synergies across advanced measurement and imaging technologies. We’ll now examine how this portfolio...

MillerKnoll, Inc. recently appointed veteran retail executive Claire Spofford to its Board of Directors and Compensation Committee, bringing more than 30 years of omnichannel and brand-building experience. The company also earned its first inclusion in Fortune’s 2026 World’s Most Admired Companies™ list, underscoring its global design and innovation reputation following the Herman Miller–Knoll merger. With this new board appointment and Fortune recognition, we’ll explore how enhanced brand...

Recent analyst actions on Elevance Health (ELV) and an upcoming fourth quarter 2025 earnings report on January 28 have pushed the stock into focus, as investors weigh revenue growth against rising cost pressures. See our latest analysis for Elevance Health. At a share price of $371.06, Elevance Health has had a softer 1-year total shareholder return of a 5.67% decline, even as its 30 day share price return of 6.05% and 90 day share price return of 8.34% suggest momentum has been rebuilding...

In recent weeks, Oric Pharmaceuticals has drawn increased attention as investors focused on its cancer resistance therapy pipeline, including Phase 1b candidates ORIC-114 and ORIC-944, and its collaborations with Pfizer, Bayer, and Johnson & Johnson. An interesting development is how this combination of early-stage assets and partnerships with large pharmaceutical companies is reshaping perceptions of Oric’s potential role in oncology drug development. Next, we’ll examine how this growing...

Earlier this week, Intel reported disappointing earnings and a weak near-term outlook, citing industry-wide semiconductor supply shortages expected to persist into 2026, which weighed on sentiment toward related chipmakers such as Power Integrations. The reaction to Intel’s update highlights how Power Integrations’ investment story can be influenced by broader sector supply constraints, even without company-specific news. We’ll now examine how concerns about prolonged semiconductor supply...

In January 2026, Vir Biotechnology reported new positive data from its ongoing Phase 2 SOLSTICE trial in chronic hepatitis delta, showing that combination therapy with tobevibart and elebsiran produced higher and sustained rates of undetectable hepatitis delta virus RNA through Week 96 compared with antibody monotherapy. The results, which will be featured at the 44th Annual J.P. Morgan Healthcare Conference, strengthen the clinical rationale for Vir’s planned ECLIPSE Phase 3 registrational...

Why Moelis (MC) is back in focus ahead of earnings Recent commentary around Moelis (MC) has centered on its history of beating earnings estimates and a currently positive Earnings ESP, with attention building ahead of its upcoming February 4, 2026, report. See our latest analysis for Moelis. Moelis shares trade at US$73.64 after a 4.25% one day share price decline and a softer 7 day move. However, the 3 year total shareholder return of 83.20% and 5 year total shareholder return of 100.33%...

Shareholder vote on redomiciliation puts Criteo stock in focus Criteo (NasdaqGS:CRTO) has called a general meeting for February 27, 2026, asking shareholders to vote on shifting its legal headquarters from France to Luxembourg, a move with potential regulatory, tax, and listing implications. See our latest analysis for Criteo. The upcoming redomiciliation vote lands at a time when Criteo's share price has been edging higher in the short term, with a 1 day share price return of 1.76% and a 7...

In January 2026, Dana Incorporated issued earnings guidance for 2025, projecting annual sales in the range of $7.30 billion to $7.70 billion. This new guidance gives investors a clearer view of Dana’s revenue expectations for the year, sharpening how its future prospects are assessed. Next, we’ll examine how Dana’s specified 2025 sales range shapes its investment narrative and what it could mean for forward expectations. The end of cancer? These 29 emerging AI stocks are developing tech that...