U.S. Hospitality Stock News

BridgeBio Pharma (BBIO) has become a focus for investors after reporting positive topline results from its global Phase 3 PROPEL 3 trial of oral infigratinib in children with achondroplasia. See our latest analysis for BridgeBio Pharma. The positive PROPEL 3 data sits alongside a very strong 1-year total shareholder return of 113.72% and a roughly 7x total shareholder return over 3 years. The 90-day share price return of 15.73% suggests momentum has recently picked up again, despite a softer...

Roku expanded its free Live TV offering with nine additional channels, broadening its ad supported content lineup. The company is testing Smart TV interface updates that prioritize its own content and advertising inventory on the home screen. These changes aim to deepen user engagement while supporting revenue growth from advertising and Roku branded services. Roku, traded as NasdaqGS:ROKU, is making these product changes as its share price stands at $88.58. The stock has seen a 35.0%...

If you are looking at Antero Resources and wondering whether the current share price really lines up with its underlying value, you are not alone. The stock last closed at US$33.63, with returns of 4.0% over the past 30 days, a 1.7% decline year to date and a 15.4% decline over the last year. This is set against a 39.1% gain over three years and a 277.0% gain over five years. Recent price moves have kept Antero Resources on the radar for investors who follow US energy names, and the stock...

In early February 2026, EastGroup Properties, Inc. reported higher fourth-quarter and full-year 2025 revenue and net income, alongside diluted earnings per share of US$1.27 for the quarter and US$4.87 for the year, and issued first-quarter and full-year 2026 net income and EPS guidance. A key takeaway is that management’s 2026 outlook, with projected net income attributable to common stockholders between US$263.43 million and US$274.11 million, gives investors a clearer view of expected...

If you are trying to figure out whether Samsara's current share price reflects its real worth, you are not alone. Many investors are asking the same question. The stock recently closed at US$26.16, with a 6.2% decline over the last 7 days, a 25.0% decline over 30 days, a 22.9% decline year to date, and a 57.1% decline over 1 year. However, the 3 year return sits at 61.4%. Recent attention on Samsara has been shaped by ongoing interest in connected operations software and how companies in...

If you are wondering whether Ralph Lauren is still fairly priced after a strong run, you are not alone. This article focuses squarely on what you might be paying for each dollar of the business today. The stock last closed at US$370.50, with returns of 4.0% over the past week, 2.1% over the past month, 2.2% year to date and 30.8% over the past year. The 3 year and 5 year returns of 229.6% and 250.0% show how different holding periods can look. Recent headlines around Ralph Lauren have...

In early February 2026, Moelis & Company reported fourth-quarter 2025 net income of US$87.87 million and full-year net income of US$233.04 million, alongside a regular quarterly dividend of US$0.65 per share payable on March 26, 2026 to holders of record on February 17, 2026. On the same day, the firm completed a multi-year US$196.47 million buyback and launched a new, open-ended US$300 million repurchase program, reinforcing a capital return approach that pairs earnings growth with...

Steel Dynamics (NasdaqGS:STLD) and SGH have submitted a revised, best and final offer to acquire BlueScope Steel. Under the proposal, Steel Dynamics would acquire BlueScope's North American operations, while SGH would retain other assets. The deal would expand Steel Dynamics' steel and building products footprint across North America. Steel Dynamics focuses on steel production and related metal recycling and fabrication, with a broad customer base across construction, manufacturing, and...

Recent coverage on Baldwin Insurance Group, which rebranded from BRP Group in May 2024, highlighted its independent insurance distribution model and emphasized that over the past two years the business has delivered average organic revenue growth of 13.6% alongside a 7.1 percentage point improvement in adjusted operating margin across five years. Analysts and commentators have pointed to this combination of consistent organic expansion and margin efficiency as evidence that Baldwin’s...

Berkshire Hathaway cut its Amazon.com (NasdaqGS:AMZN) stake by more than 75% in the final quarter as Warren Buffett retired as CEO. The move coincides with Amazon planning around $200b in capital spending on AI and cloud infrastructure. At the same time, the company is facing labor disputes at its Delta, B.C. warehouse in Canada. Italian authorities have opened a new tax investigation, adding to existing regulatory and legal pressures in Europe. Amazon.com (NasdaqGS:AMZN) enters this news...

Recent attention on Mondelez International (MDLZ) has centered on its 2026 CAGNY Conference messaging regarding long term growth plans and the appointment of Ziad Abla to lead Mondelez Arabia in Saudi Arabia. See our latest analysis for Mondelez International. Against this backdrop of conference messaging, dividends and buybacks, Mondelez International’s share price has a 30 day return of 4.6% and a year to date share price return of 11.6%, while the 5 year total shareholder return sits at...

If you are wondering whether Sirius XM Holdings' share price really lines up with what the business is worth, this breakdown is designed to help you frame that question clearly. The stock recently closed at US$21.02, with returns of 2.8% over 30 days, 2.5% year to date, but a 12.3% decline over 1 year and a 46.6% decline over 3 years, which may have changed how investors think about its potential and risk. Recent news coverage has focused on Sirius XM Holdings as a long established player in...

Nvidia fully exited its position in Applied Digital (NasdaqGS:APLD), according to recent regulatory filings. The sale occurred shortly before a decline in Applied Digital's share price. The move removes a high profile AI and semiconductor name from Applied Digital's shareholder base. Applied Digital's shares trade at $33.56, following a 10.4% decline over the past week and a 10.3% decline over the past month. Even after that pullback, the stock is still up 19.4% year to date and shows a...

Viking Holdings recently announced that bookings are now open for an expanded slate of 2027 river cruises on the Mississippi and Ohio rivers, including new 15-day and 8-day itineraries alongside several existing voyages. This extension of Viking’s American river program highlights how the company is leaning further into culturally rich, destination-focused experiences to appeal to experience-driven travelers. Next, we’ll explore how Viking’s expanded Mississippi and Ohio river itineraries...

Bread Financial Holdings (BFH) has moved to unwind capped call transactions linked to its 4.25% Convertible Senior Notes due 2028, a step that could retire about 1.5 million shares by late February 2026. See our latest analysis for Bread Financial Holdings. The capped call unwind caps off an active period for Bread Financial. The company has also completed a US$160 million buyback, retiring about 5.6% of its shares, and recently presented to investors at a UBS financial services conference...

If you are wondering whether Veeva Systems is starting to look interesting at its current share price, this article will walk you through what that price might actually imply about value. The stock last closed at US$176.82, after share price returns of a 5.4% decline over 7 days, 20.4% decline over 30 days, 19.4% decline year to date, 24.1% decline over 1 year, 4.2% gain over 3 years and 39.2% decline over 5 years. Recent coverage has focused on Veeva Systems as a key software provider to...

Johnson Controls International (NYSE:JCI) has attracted fresh attention after reporting first quarter revenue of US$5,797 million and net income of US$524 million, along with higher earnings per share from continuing operations compared with a year earlier. See our latest analysis for Johnson Controls International. The recent earnings release and the omnibus shelf registration appear to have coincided with stronger interest in Johnson Controls International, with the 30 day share price...

Knight-Swift Transportation Holdings (KNX) is back in focus after its board declared a higher quarterly cash dividend of $0.20 per share, alongside management’s cautious optimism about trucking conditions as regulators tighten oversight of CDL training schools. See our latest analysis for Knight-Swift Transportation Holdings. The higher dividend and management’s comments come after a strong run in the share price, with a 43.49% 3 month share price return and 14.65% year to date. The 1 year...

In the past week, ReNew Energy Global Plc reported Q3 FY26 results showing revenue rising to ₹31,372 million from ₹21,198 million a year earlier, while its quarterly net loss narrowed sharply to ₹198 million and EPS from continuing operations improved to ₹0.16 from a loss per share of ₹9.47. For the nine months to December 31, 2025, the company’s revenue climbed to ₹111,087 million and net income reached ₹9,608 million, alongside a larger operational portfolio of roughly 11.7 GW and expanded...

The Bancorp recently reported a weaker-than-expected Q4, with revenue and tangible book value per share coming in below analyst estimates due to softer transaction volumes, net interest margin compression, and an unexpected legal settlement cost. Management linked much of the shortfall to the prolonged government shutdown’s impact on fintech-related transaction activity and deposit flows, highlighting how exposed the business is to shifts in customer usage and broader policy...

Earnings date and debt moves put Calumet in focus Calumet (CLMT) is back on investor radar after the company set February 27 for its fourth quarter and full year 2025 earnings release and conference call, paired with fresh attention on recent balance sheet moves. In January, Calumet completed a $405 million private placement of senior notes due 2031. Management indicated the proceeds are earmarked to address 2026 and 2027 maturities and to support more than $220 million of restricted group...

Everest Group (EG) just released fourth quarter and full year 2025 results, shifting from a quarterly net loss to net income while also updating investors on progress under its long running share repurchase program. See our latest analysis for Everest Group. The recent earnings rebound and continued buybacks appear to have supported Everest Group’s momentum, with a 30 day share price return of 8.54% and a 5 year total shareholder return of 60.68%. However, the 3 year total shareholder return...

Recent analyst reports have put TeraWulf (WULF) back in the spotlight as the company accelerates its move away from Bitcoin mining toward AI infrastructure, supported by new infrastructure acquisitions and upgraded earnings expectations. See our latest analysis for TeraWulf. TeraWulf’s latest run to a fresh 52 week high has cooled slightly, with a 16.8% 1 month share price return and a very large 1 year total shareholder return. This suggests momentum has been strong even as short term...

If you are trying to figure out whether Bitgo Holdings at around US$10.87 is a bargain or a value trap, starting with a clear view of what the current price reflects can help you frame the opportunity and the risks. The stock has seen a 1.4% decline over the last 7 days and a 41.2% decline year to date, which can change how the market views its growth potential and risk profile. Recent coverage around Bitgo Holdings has focused on its role in digital asset custody and broader crypto market...