U.S. Hospitality Stock News

NasdaqGS:PFBC
NasdaqGS:PFBCBanks

A Look At Preferred Bank (PFBC) Valuation After Earnings Beat And Rising Institutional Ownership

Why Preferred Bank Stock Is Back on Investor Radar Preferred Bank (PFBC) has attracted fresh attention after quarterly earnings came in ahead of consensus expectations, paired with increased institutional interest, including a larger position from the New York State Common Retirement Fund. See our latest analysis for Preferred Bank. Despite the recent earnings beat and higher institutional ownership, Preferred Bank’s 1-month share price return of a 4.61% decline and year-to-date share price...
NasdaqGS:APA
NasdaqGS:APAOil and Gas

Does APA's (APA) Reaffirmed Dividend Hint At Durable Cash Discipline Or Limited Reinvestment Ambition?

In early February 2026, APA Corporation’s board declared a regular cash dividend of US$0.25 per common share, payable on May 22, 2026, to shareholders of record as of April 22, 2026. This reaffirmed payout underlines APA’s continued emphasis on cash returns to investors even as analysts anticipate softer near-term earnings and revenue. We’ll now examine how this reaffirmed dividend fits into APA’s broader investment narrative, including cost discipline, capital returns, and upcoming...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Does Tempus AI’s (TEM) Lung Screening Deal Clarify Its Edge in Clinical AI Diagnostics?

Tempus AI recently announced a collaboration with Median Technologies to integrate Median’s FDA-cleared eyonis® LCS lung cancer screening software into the Tempus Pixel platform, enhancing AI-enabled analysis of CT images for lung nodule detection and risk stratification. This integration broadens Tempus AI’s radiology footprint by adding non-invasive malignancy scoring at the point of nodule detection, potentially making its precision medicine ecosystem more useful for clinicians running...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Caesars Entertainment Expands Flamingo And Tahoe Resorts With Undervalued Shares

Caesars Entertainment (NasdaqGS:CZR) has announced a substantial renovation and expansion of the Flamingo Las Vegas, one of its flagship properties on the Strip. The company is also moving into the second phase of the transformation at Caesars Republic Lake Tahoe, further reshaping its resort footprint in that market. Both projects focus on upgrading guest experience and facilities at core assets in Caesars Entertainment’s hospitality and gaming portfolio. For investors, these projects...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Assessing Rambus (RMBS) Valuation After CFO Transition And New Board Appointment

Rambus (RMBS) is in the spotlight after a cluster of leadership updates, including the planned resignation of CFO Desmond Lynch, the appointment of interim CFO John Allen, reaffirmed guidance, and the addition of semiconductor veteran Victor Peng to its board. See our latest analysis for Rambus. The recent 6.42% 1 day share price return, taking Rambus to US$101.95, sits against a relatively modest 2.69% year to date share price return and a much stronger 61.93% total shareholder return over...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Novavax (NVAX) Is Up 5.5% After Easing Inflation Boosts Interest In Protein-Based Vaccines

In recent days, Novavax drew fresh attention as investors reacted to softer-than-expected U.S. inflation data and growing interest in its protein-based vaccine platform as an alternative to mRNA technologies. This combination of macroeconomic optimism and focus on Novavax’s differentiated vaccine approach has highlighted the company’s role as a higher-risk, biotech underdog in a competitive vaccine landscape. Against this backdrop of easing inflation and renewed interest in its vaccine...
NYSE:DAR
NYSE:DARFood

Does Darling Ingredients (DAR) Improving Margins Offset Pressure From Diamond Green Diesel Profitability?

Darling Ingredients Inc. has reported fourth-quarter 2025 revenue of US$1,709.8 million, up from US$1,417.69 million a year earlier, while quarterly net income fell to US$56.94 million and full-year net income dropped to US$62.8 million despite higher annual sales of US$6,135.88 million. Behind these headline figures, the company delivered adjusted EBITDA above expectations with sequential gross margin improvement, suggesting its core ingredients operations helped offset weaker profitability...
NYSE:CXW
NYSE:CXWCommercial Services

ICE-Fueled Revenue Surge and Guidance Hike Could Be A Game Changer For CoreCivic (CXW)

In February 2026, CoreCivic reported Q4 2025 results showing revenue rising to US$603.95 million and net income to US$26.54 million, alongside full‑year 2025 net income of US$116.5 million and 2026 net income guidance of US$147.5 million to US$157.5 million with diluted EPS of US$1.49 to US$1.59. Management highlighted that revenue from Immigration and Customs Enforcement more than doubled year over year and that reactivating previously idle facilities, including new ICE-related contracts,...
NYSE:RACE
NYSE:RACEAuto

Ferrari Balances First EV Launch And F1 Shake Up With Premium Valuation

Ferrari (NYSE:RACE) plans to unveil its first fully electric model, the Ferrari Luce, in May 2026. The company is adjusting its Formula 1 engineering structure ahead of Lewis Hamilton joining the team, including a new race engineer arrangement and search for a permanent hire. These moves highlight parallel shifts in Ferrari’s road-car and motorsport operations, with a focus on electrification and team reorganization. Ferrari sits at the high end of the luxury performance car market, with...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Is Bruker (BRKR) Starting To Look Interesting After A Steep Share Price Slide?

If you are wondering whether Bruker is starting to look like value after a rough stretch, this article will walk through what the current share price may or may not be offering you. The stock last closed at US$36.51, with returns of 12.9% decline over 7 days, 25.7% decline over 30 days, 24.1% decline year to date, 26.7% decline over 1 year, 49.9% decline over 3 years and 41.0% decline over 5 years. These moves sit against a backdrop of ongoing interest in Bruker as a life sciences tools and...
NasdaqGS:IOSP
NasdaqGS:IOSPChemicals

Assessing Innospec (IOSP) Valuation After Analyst Upgrade And Insider Share Purchase

Innospec (IOSP) has come into focus after a research firm shifted its recommendation to buy and a company director added to their holdings, developments that may be shaping recent trading and investor interest. See our latest analysis for Innospec. Recent trading reflects a mixed picture, with the share price at US$86.58 after a 30 day share price return of 7.09% and a 90 day share price return of 16.86%. However, the 1 year total shareholder return is an 18.23% loss, suggesting that shorter...
NasdaqGM:IOVA
NasdaqGM:IOVABiotechs

Assessing Iovance Biotherapeutics (IOVA) Valuation After New Real World Amtagvi Data In Advanced Melanoma

Iovance Biotherapeutics (IOVA) recently reported real world data suggesting its commercial TIL therapy Amtagvi may have a best in class profile with strong response rates in advanced melanoma, which has refocused attention on the stock. See our latest analysis for Iovance Biotherapeutics. The real world Amtagvi data arrives after a volatile few years for shareholders. The recent 30 day share price return of 15.77% and a 1 day move of 1.98% at a US$2.57 share price stand in contrast to a 1...
NYSE:FLO
NYSE:FLOFood

Flowers Foods (FLO) Quarterly Loss And 1.6% Margin Test Bullish Earnings Narratives

Flowers Foods (FLO) just posted fourth quarter FY 2025 revenue of US$1.2b with a basic EPS loss of US$0.32, while trailing twelve month EPS came in at US$0.40 on revenue of US$5.3b. The company has seen quarterly revenue move from US$1.1b and EPS of US$0.20 in Q4 2024 to US$1.2b and EPS of US$0.19 in Q3 2025 before the latest quarterly loss, setting up a results season where investors are weighing weak reported profitability against forecasts for stronger earnings ahead. With net profit...
NYSE:ARMK
NYSE:ARMKHospitality

How Investors Are Reacting To Aramark (ARMK) Reaffirmed 2026 Guidance And Buybacks Amid Mixed Q1 Results

In the past week, Aramark reported first‑quarter fiscal 2026 results showing sales of US$4,831.55 million, higher than a year earlier, while net income and earnings per share from continuing operations were slightly lower; the company also completed a US$168.56 million buyback program and affirmed a quarterly dividend of US$0.12 per share. Management reiterated full‑year 2026 guidance, including expected revenue between US$19.55 billion and US$19.95 billion and mid‑single‑digit organic...
NasdaqGS:WDC
NasdaqGS:WDCTech

Is Western Digital (WDC) Still Attractive After Its 447% One-Year Share Price Surge

If you are wondering whether Western Digital shares are still reasonably priced after their recent run, or if the value case has already played out, this article walks through what the current price might be indicating. The stock closed at US$281.58, with a 0.4% decline over the last 7 days, a 31.0% gain over 30 days, a 50.0% gain year to date, a 447.0% gain over 1 year and an increase of about 8x over 3 years, with the 5 year return also described as very large. These moves sit against a...
NYSE:IT
NYSE:ITIT

Gartner (IT) Margin Reset To 11.2% Challenges Bullish Earnings Narratives

Gartner FY 2025 earnings snapshot Gartner (IT) has wrapped up FY 2025 with Q4 revenue of US$1.8b and basic EPS of US$3.36, alongside net income of US$242.2m, setting the tone for how investors will read the year as a whole. Over recent quarters, the company has seen revenue move from US$1.5b in Q1 2025 to US$1.7b in Q2 and US$1.5b in Q3. Basic EPS has ranged from US$2.73 to US$3.36 across the year, giving you a clear view of how earnings are tracking through the cycle. With trailing net...
NYSEAM:UAMY
NYSEAM:UAMYMetals and Mining

A Look At United States Antimony’s (UAMY) Valuation After New Critical Minerals Hydromet Joint Venture

United States Antimony (UAMY) just announced a joint venture with Americas Gold and Silver to build what is described as the first commercial scale hydromet processing facility in North America for copper, silver, and antimony. See our latest analysis for United States Antimony. The joint venture headlines sit against a mixed share price backdrop, with a 1 day share price return of 3.11% and a year to date share price return of 28.50%. The 1 year total shareholder return of just over 3x and 3...
NasdaqGM:AIP
NasdaqGM:AIPSoftware

Arteris (AIP) Revenue Reach To US$20.1 Million Tests Bullish Margin Expansion Narratives

Arteris (AIP) has wrapped up FY 2025 with fourth quarter revenue of about US$20.1 million and a basic EPS loss of US$0.19, capped by trailing twelve month revenue of roughly US$70.6 million and an EPS loss of US$0.82. The company has seen quarterly revenue move from US$14.7 million in Q3 2024 to US$20.1 million in Q4 2025, while basic EPS losses have ranged between about US$0.19 and US$0.22 over that stretch. This sets the backdrop for revenue growth expectations around 19.4% a year. With the...
NasdaqGM:CNCK
NasdaqGM:CNCKCapital Markets

Coincheck Group (NasdaqGM:CNCK) Returns To Profit In Q3 2026 Challenging Cautious Narratives

Coincheck Group (NasdaqGM:CNCK) has put up another quarter of solid top line scale, with Q3 2026 revenue at ¥143.5b and net income of ¥405m, framing a cleanly profitable print for the period. The company has seen revenue move from ¥114.6b in Q4 2025 to ¥143.5b in Q3 2026, while quarterly net income has shifted from ¥642m in Q4 2025 to ¥405m in the latest quarter, setting up a picture where earnings stability and margin quality are front of mind for investors looking at this report. See our...
NYSE:PINE
NYSE:PINEREITs

How Investors Are Reacting To Alpine Income (PINE) Balancing Higher Dividends With Losses And Cheaper Credit

In early February 2026, Alpine Income Property Trust reported full-year 2025 results showing higher sales and revenue but a net loss, while simultaneously amending and expanding its unsecured credit facility and announcing both a higher common dividend and a declared preferred dividend payable on March 31, 2026. Together, the return to a loss-making position alongside a 5.3% common dividend increase and cheaper, longer-dated credit lines raises important questions about how Alpine is...
NYSE:LMT
NYSE:LMTAerospace & Defense

Is Lockheed Martin (LMT) Fairly Priced After Strong 1 Year Share Price Performance

If you are wondering whether Lockheed Martin's current share price reflects its underlying value, you are not alone. The stock has attracted a lot of attention from investors asking the same question. At a last close of US$652.58, Lockheed Martin's share price is sitting alongside return figures of 4.7% over 7 days, 13.9% over 30 days, 31.3% year to date, 58.8% over 1 year, 48.9% over 3 years and 123.2% over 5 years. Recent news coverage around Lockheed Martin has focused on wider defense...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group Q4 Combined Ratio Of 71.7% Reinforces Quality Underwriting Narrative

Kinsale Capital Group (KNSL) has wrapped up FY 2025 with fourth quarter revenue of US$483.3 million and EPS of US$6.01, underpinned by net income of US$138.6 million and a combined ratio of 71.7%. The company has seen quarterly revenue move from US$412.1 million in Q4 2024 to US$423.4 million in Q1 2025, US$469.8 million in Q2, US$497.5 million in Q3 and US$483.3 million in Q4 2025. EPS shifted from US$4.71 in Q4 2024 through US$3.85, US$5.79 and US$6.12 across the first three quarters of...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific (CORZ) Is Up 6.1% After Broker Highlights HPC Leasing Shift Has The Bull Case Changed?

In early February 2026, Keefe, Bruyette & Woods reiterated an Outperform rating on Core Scientific, highlighting its ongoing transition away from bitcoin mining toward leasing high-performance computing capacity. The broker pointed to expected updates on Core Scientific’s high-performance computing pipeline and potential new leasing deals as key reasons for renewed investor attention on the company’s evolving business model. We’ll now examine how this focus on expanding high-performance...
NYSE:VLO
NYSE:VLOOil and Gas

Is Valero Energy (VLO) Still Attractive After A 52% One Year Share Price Surge?

If you are wondering whether Valero Energy is still good value after its recent run, you are not alone. This article looks squarely at what you are paying for each dollar of the business. The share price closed at US$200.17, with returns of 7.3% over 30 days, 21.1% year to date, 52.3% over 1 year and 69.2% over 3 years, while the last 7 days showed a 1.2% decline. Recent headlines around Valero Energy have centered on its role as a large US refiner and how investors are weighing fuel demand...