U.S. Hospitality Stock News

In January 2026, a consortium led by Amentum won a framework contract worth up to US$207 million to provide program management and technical solutions for planning and developing up to two gigawatt-scale nuclear power plants in the Netherlands, while Amentum was also selected as program delivery partner for early Rolls-Royce SMR deployments in the UK and Czech Republic. Together, these projects highlight Amentum’s expanding role across both large conventional nuclear builds and emerging SMR...

Why Kerrisdale’s short report and the bank application matter for Affirm Kerrisdale Capital’s recent short report on Affirm Holdings (AFRM), paired with the company’s application to launch an FDIC insured industrial loan company, has put the stock’s credit profile and long term funding model squarely in focus. See our latest analysis for Affirm Holdings. Those headlines have landed against a choppy backdrop, with a 1 day share price return of 1.93% decline and a 30 day share price return of...

Why RH (RH) Is Back On Watch For Investors RH (RH) has recently drawn fresh attention after a sharp move in its share price, with the stock up around 23% over the past month and roughly 21% in the past 3 months. That price action stands in contrast to a total return decline of about 45% over the past year and weaker multi year returns. This has prompted investors to reassess how the company’s current fundamentals and valuation line up with expectations. See our latest analysis for RH. Even...

Earlier in January 2026, Skyward Specialty Insurance Group, Inc. expanded its E&S Property offering by adding Excess coverage aimed at technically complex, non-catastrophe property risks and layered programs. This move, aligned with the carrier’s “Rule Our Niche” focus and recent leadership changes in Inland Marine and Transactional E&S, underscores its effort to address areas where traditional insurance markets fall short. Next, we’ll examine how the added Excess E&S Property capacity...

What sparked the latest move in ServisFirst Bancshares (SFBS)? ServisFirst Bancshares (SFBS) shares moved sharply after fourth quarter 2025 earnings topped revenue and profit forecasts, with management pointing to loan growth, wider net interest margins, tighter costs, and a higher dividend. See our latest analysis for ServisFirst Bancshares. The recent earnings jump and dividend increase came after a period where the share price has been firming, with a 30 day share price return of 11.41%...

Altimmune recently received FDA Breakthrough Therapy Designation for its investigational drug pemvidutide after mid‑stage data showed significant MASH resolution, and the company plans a 52‑week late‑stage trial to test multiple doses. This designation could shorten regulatory timelines and enhance pemvidutide’s profile in the competitive MASH treatment landscape, potentially reshaping Altimmune’s long‑term product mix and risk profile. Next, we’ll examine how pemvidutide’s Breakthrough...

Sterling Infrastructure’s E-Infrastructure segment, which includes data center construction, has recently been highlighted as the key engine of the business, with commentary emphasizing its strong underlying fundamentals and connection to AI-related capacity needs. An interesting insight is that some analysts view data center and AI infrastructure demand as sufficiently durable to counter concerns about an AI spending bubble, placing this segment at the heart of Sterling Infrastructure’s...

EMBARK readout puts ELEVIDYS back in focus Sarepta Therapeutics (SRPT) is back on investor radars after the company scheduled a January 26 webcast to share 3 year topline functional outcomes from the EMBARK Phase 3 ELEVIDYS trial in Duchenne muscular dystrophy. See our latest analysis for Sarepta Therapeutics. At a share price of US$21.13, Sarepta’s recent performance has been weak, with a 30 day share price return of 4.5% decline and a 1 year total shareholder return of 81.9% loss. This...

Why the Savara (SVRA) story is back in focus The latest headline around Savara (SVRA) centers on a law firm investigation into potential fiduciary duty breaches, following a class action tied to the FDA’s refusal of the company’s MOLBREEVI Biologics License Application. See our latest analysis for Savara. The legal scrutiny arrives after a sharp reaction to the FDA’s MOLBREEVI decision. At the same time, the stock’s 90 day share price return of 37.44% and 1 year total shareholder return of...

Why Erasca’s latest equity raise matters for current and prospective shareholders Erasca (ERAS) has closed an upsized follow on equity offering, raising about US$225 million by selling 22,500,000 common shares at US$10.00, a move that directly affects existing and future shareholders. See our latest analysis for Erasca. The equity raise comes after a sharp re-rating in the stock, with a 30 day share price return of 186.21% and a year to date share price return of 177.44%. The 1 year total...

Clorox (NYSE:CLX) has agreed to acquire GOJO Industries, the privately held maker of Purell hand sanitizer. The deal brings the Purell brand into Clorox’s health and hygiene portfolio, expanding its presence in both institutional and retail channels. The acquisition is aligned with Clorox’s IGNITE strategy and is expected to create meaningful synergies across its fastest growing and most profitable segment. For investors watching NYSE:CLX, this move comes with the stock at a share price of...

Why V2X is back on investor radars V2X (VVX) has drawn fresh attention after advancing to Phase II of the US Army's Flight School Next competition and securing a role under the Missile Defense Agency's SHIELD contract vehicle. See our latest analysis for V2X. The SHIELD award and Flight School Next progress come as momentum in the shares has picked up, with a 25.4% 1 month share price return and a 25.8% year to date share price return, alongside a 1 year total shareholder return of 31.6%. If...

Advance Auto Parts (AAP) is back in focus after Northcoast Research shifted its view on the stock, citing early progress in CEO Shane O’Kelly’s turnaround, which is built around store closures and revamped distribution. See our latest analysis for Advance Auto Parts. The recent Northcoast upgrade comes after a volatile stretch for the stock, with a 13.38% 1 month share price return and a 20.26% year to date share price return, but a 66.07% 3 year total shareholder return decline that still...

National HealthCare Corporation recently reached a record high level after reporting 22.67% revenue growth over the past year and declaring a US$0.64 quarterly dividend per share, underscoring its focus on returning cash to shareholders. The company’s ‘GREAT’ financial health score, combined with strong recent results and ongoing dividend payments, may be reinforcing investor confidence in its operational resilience. We’ll now examine how National HealthCare’s robust revenue growth and...

Terreno Realty (TRNO) reported the completion and stabilization of Countyline Corporate Park Phase IV Building 32 in Hialeah, Florida, a 164,000 square foot industrial distribution asset that is already fully leased. See our latest analysis for Terreno Realty. The latest completion at Countyline comes as Terreno Realty’s share price has a 30-day share price return of 3.7% and a year to date share price return of 5.91%. The 5-year total shareholder return of 26.75% points to steadier long term...

In recent months, analysts have become more positive on The RealReal after the company reported past third-quarter results that outpaced forecasts for revenue and adjusted EBITDA. Alongside this, The RealReal’s introduction of its Athena AI system to support authentication, descriptions, and pricing underscores a push toward greater efficiency in its luxury resale operations. Next, we’ll explore how this combination of analyst confidence and Athena-driven operational enhancement shapes The...

Earlier this week, analysts at KeyBanc and Canaccord issued upbeat research on LifeStance Health Group, highlighting strengthening business momentum and supportive payer policies that expand in-network access to behavioral healthcare. Their commentary underscores how LifeStance’s position within a changing healthcare landscape may benefit from insurers’ efforts to widen access to mental health services. We’ll now examine how this increased analyst optimism around payer support and access to...

In recent days, QuidelOrtho has faced renewed scrutiny over its financial position, with analyses pointing to negative earnings, shrinking margins, a low interest coverage ratio and an Altman Z-Score of 0.2 that places the diagnostics group in the distress zone. Alongside these concerns, the company has highlighted its role in blood-supply resilience and plans to report fourth-quarter and full-year 2025 results on February 11, 2026, underscoring a contrast between operational initiatives and...

In its latest reported quarter, ESCO Technologies delivered an 18.1% year-on-year revenue increase, significantly surpassing analyst expectations and pairing that with full-year EPS guidance that came in above prior forecasts. This combination of revenue outperformance and stronger-than-expected earnings guidance highlights improving operational momentum across ESCO’s aerospace, defense, and utility-focused businesses. We’ll now examine how ESCO Technologies’ stronger-than-expected full-year...

Eversource Energy has been reassessing its business mix, pulling back from offshore wind exposure while prioritizing its core regulated transmission and distribution operations amid higher grid upgrade costs and clean‑energy policy uncertainty. This shift, combined with cautious Wall Street views and ongoing regulatory risk, underscores how capital‑intensive infrastructure needs are reshaping the company’s risk profile. Next, we’ll examine how this renewed emphasis on core regulated...

Simmons First National Corporation recently reported its fourth-quarter 2025 results, posting higher-than-expected revenue and earnings alongside very large year-on-year increases in net loan charge-offs to US$48,745,000. While the bank delivered its strongest loan production and a higher net interest margin, management simultaneously absorbed elevated credit costs and kept share repurchases at zero for the period. Next, we’ll examine how strong loan production amid higher charge-offs could...

UMH Properties (UMH) has been drawing attention as investors reassess its recent share performance and fundamentals, with the stock last closing at $16.10 and offering a mixed set of trailing returns. See our latest analysis for UMH Properties. Recent trading has been a bit choppy, with a 1 day share price return of 0.25% decline and a 7 day share price return of 3.01% decline. However, the 90 day share price return of 10.20% and 5 year total shareholder return of 38.25% suggest momentum has...

Entegris recently announced that CFO Linda LaGorga will step down in February 2026, with long-time finance executive Mike Sauer assuming the interim CFO role, while also reaffirming its fourth-quarter 2025 outlook and maintaining its regular quarterly dividend. The company emphasized that the CFO transition is amicable and unrelated to any financial or operational disagreements, signaling an effort to preserve continuity and investor confidence during leadership change. We will now examine...

The Law Offices of Frank R. Cruz has launched an investigation into Cogent Communications Holdings’ board over alleged gross mismanagement, following JPMorgan and RBC Capital’s seizure of US$82,000,000 in Cogent shares previously pledged by CEO Dave Schaeffer as loan collateral in August 2025. This combination of legal scrutiny and the CEO’s pledged-share seizure raises questions about corporate governance practices and potential risks to shareholder rights. We’ll now examine how the board...