U.S. Hospitality Stock News

NYSE:APO
NYSE:APODiversified Financial

Assessing Apollo Global Management’s Valuation After Recent Share Price Weakness

Recent share performance and business profile Apollo Global Management (APO) has seen mixed share performance recently, with a 4.7% gain over the past day set against a roughly 11% decline over the past month and a modest rise over the past 3 months. Year to date, the stock shows a return of about negative 9%, and around negative 19% over the past year. Longer horizons look different, with the past 3 years and 5 years showing very large total returns. The firm reports revenue of about...
NYSE:COF
NYSE:COFConsumer Finance

A Look At Capital One Financial (COF) Valuation After Recent Share Price Swings

Capital One Financial (COF) is back in focus after recent share price swings, with the stock showing mixed returns over the past month and over the past three months as investors reassess its value. See our latest analysis for Capital One Financial. At a share price of US$225.46, Capital One Financial has seen a recent 7 day share price return of 3.23% after a 30 day share price return of a 10% decline. Its 1 year total shareholder return of 12.05% and 3 year total shareholder return of about...
NYSE:ABR
NYSE:ABRMortgage REITs

Will Fitch’s Servicer Rating Upgrade and Tech Focus Change Arbor Realty Trust’s (ABR) Narrative

Fitch recently upgraded Arbor Multifamily Lending, LLC’s Commercial Special Servicer Rating to CSS2- with a Stable Outlook, while affirming its Commercial Primary Servicer Rating at CPS2+ with a Stable Outlook. The rating actions highlight Fitch’s view of Arbor’s enhanced technology platform, experienced servicing team, and effectiveness in resolving primarily GSE commercial real estate loans. Next, we’ll examine how Fitch’s upgrade and affirmation, particularly its focus on Arbor’s...
NYSE:DOCS
NYSE:DOCSHealthcare Services

Reassessing Doximity (DOCS) After A 39% Slide And Conflicting Valuation Signals

This article is designed to help you assess whether Doximity's current share price aligns with its underlying value or whether the market might be misreading the story. Doximity's share price closed at US$35.25, reflecting a 9.0% decline over 7 days, a 22.8% decline over 30 days, an 18.6% decline year to date, and a 39.4% decline over 1 year. These moves may have changed how some investors view its risk and potential reward. Recent coverage has focused on how Doximity is positioned in...
NYSE:QGEN
NYSE:QGENLife Sciences

Qiagen Automation Push And New Board Voice Shape Growth Outlook

Qiagen (NYSE:QGEN) introduced new laboratory automation platforms at SLAS 2026, including the public debut of its QIAsprint Connect system. The company highlighted a focus on scalable and more sustainable solutions for both research and clinical laboratories. Qiagen expanded its Supervisory Board with the appointment of Mark Stevenson, an experienced executive from Thermo Fisher Scientific. Qiagen operates in sample preparation and molecular testing, supplying tools that sit at the core of...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Is Limbach Holdings (LMB) Pricing Look Attractive After Recent Multi Year Share Price Swings

If you are wondering whether Limbach Holdings at around US$82.48 is priced attractively or has run ahead of itself, you are not alone. The stock is up 0.9% over the past week, slightly lower by 1.9% over the last 30 days, ahead by 4.3% year to date, but still showing an 18.2% decline over the past year and a very large gain over three and five years. Recent coverage of Limbach has focused on its position within capital goods and how investors are reassessing contractors that can handle...
NYSE:LOW
NYSE:LOWSpecialty Retail

How Customer Engagement and Pro-Focused E-Commerce At Lowe's (LOW) Has Changed Its Investment Story

In recent months, Lowe’s has drawn renewed attention as analysts highlighted its strong margins, expanding e-commerce capabilities, and ongoing push to serve professional contractors more effectively. A distinctive element of this story is Lowe’s long-running focus on customer engagement, from its MyLowe’s Rewards™ Kids Club to family-friendly in-store workshops that foster loyalty alongside sales. With these initiatives reshaping how Lowe’s connects with both professionals and families,...
NasdaqGS:GSHD
NasdaqGS:GSHDInsurance

Assessing Goosehead Insurance (GSHD) Valuation After New Planet Insurance Franchise Partnership

Planet Insurance Agency’s new franchise partnership with Goosehead Insurance (GSHD) highlights how GSHD’s tech focused model might influence the insurance experience around home closings and ongoing coverage reviews. See our latest analysis for Goosehead Insurance. The new Planet Insurance Agency partnership comes after a tough spell for Goosehead’s shareholders, with a 1 year total shareholder return decline of 38.78% and a 30 day share price return of 10.51% in the red. This comes even...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

Is It Time To Reconsider eToro Group (ETOR) After Recent Share Price Slide?

If you are wondering whether eToro Group's share price reflects its real worth, this article walks through the numbers so you can judge that for yourself. The stock last closed at US$26.54, after a 15.5% decline over the past week and a 26.9% decline over the past month, with the year to date return at a 25.6% decline. Recent news around eToro Group has focused on its position as a multi asset trading platform and its role in giving retail investors access to a wide range of financial...
NYSE:EPAM
NYSE:EPAMIT

Assessing EPAM Systems (EPAM) Valuation After New Agentathon AI Role And National Geographic Partnership

EPAM Systems (EPAM) is back in focus after supporting Agentathon, billed as the world’s largest agentic AI hackathon, and expanding its role as digital transformation partner to the National Geographic Society. See our latest analysis for EPAM Systems. These AI and digital transformation projects arrive against a mixed return profile, with the share price at US$184.78 and recent 7-day and 30-day share price returns weaker, even as the 90-day share price return is positive and multi year total...
NYSE:CLVT
NYSE:CLVTProfessional Services

Clarivate (CLVT) Valuation Check As AI Webinar Puts Its Data And Tools Back In Focus

Clarivate (CLVT) is drawing fresh attention after announcing an “Intelligence Amplified in the Age of AI” webinar, where CEO Matti Shem Tov will walk through new AI tools built on the company’s proprietary, curated data. See our latest analysis for Clarivate. The AI webinar comes shortly after Clarivate used cash on hand to redeem the remaining US$100 million of its 4.50% senior secured notes due 2026. However, the 30 day share price return of 36% and 1 year total shareholder return of 58%...
NYSE:DHI
NYSE:DHIConsumer Durables

Is It Too Late To Consider D.R. Horton (DHI) After Strong Multi‑Year Share Gains?

If you are wondering whether D.R. Horton stock is offering fair value at current levels, it helps to step back and look at what the market has been pricing in recently. The share price recently closed at US$158.22, with returns of 5.4% over 7 days, 8.0% over 30 days, 8.6% year to date, 15.6% over 1 year, 67.3% over 3 years, and 102.0% over 5 years. This sets the backdrop for any valuation check you might run. Recent headlines around D.R. Horton have focused on its position within US...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Is It Time To Reassess Johnson & Johnson (JNJ) After Strong Share Price Gains?

If you are asking whether Johnson & Johnson’s current share price still offers value, you are not alone. That is exactly what this article is going to unpack for you. The stock last closed at US$234.47, with returns of 3.0% over 7 days, 14.8% over 30 days, 13.1% year to date, 56.2% over 1 year, 57.0% over 3 years, and 62.0% over 5 years. This naturally raises questions about how the recent performance lines up with underlying value. Recent news around Johnson & Johnson has focused on its...
NYSE:EIX
NYSE:EIXElectric Utilities

The Bull Case For Edison International (EIX) Could Change Following Wildfire Cost Securitization Efforts - Learn Why

In January, Edison International filed to securitize about US$1.95 billion in Woolsey fire-related expenses to help reduce debt and support investment at its Southern California utility subsidiary. An interesting angle is that these securitization efforts come as UBS expects California’s Phase 2 wildfire mitigation policy to further support Edison International’s financial stability. With this backdrop of wildfire cost securitization, we’ll now examine how these developments shape Edison...
NYSE:CNM
NYSE:CNMTrade Distributors

Assessing Core & Main (CNM) Valuation After Recent Multi‑Year Share Price Momentum

Core & Main stock reaction and recent performance snapshot Core & Main (CNM) shares recently closed at $56.52, with the move coming alongside a return of about 2% over the past month and roughly 11% over the past 3 months. See our latest analysis for Core & Main. The recent 10.61% three-month share price return, alongside a 5.82% year-to-date share price return and a very large three-year total shareholder return of around 7x, suggests momentum has been building over a multi-year period...
NYSE:SPG
NYSE:SPGRetail REITs

A Look At Simon Property Group (SPG) Valuation After Record FFO Strong Leasing And Higher Dividend

Simon Property Group (SPG) has drawn fresh attention after reporting record real estate funds from operations, strong leasing and occupancy, extensive redevelopment activity, and a higher quarterly dividend heading into 2026. See our latest analysis for Simon Property Group. At a share price of $195.59, Simon Property Group has seen short term momentum with a 1 month share price return of 6.82% and a steadier build up over time, reflected in a 1 year total shareholder return of 14.74% and a 5...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Is Trump Media (DJT) Using Its Token Record Date to Redefine What Shareholder Perks Mean?

Trump Media & Technology Group Corp. recently confirmed that February 2, 2026, remains the official record date for its digital token initiative, with any shareholder owning at least one share on that date eligible for token-related incentives tied to its products and exclusive events. This move highlights how Trump Media is experimenting with token-based rewards to deepen shareholder engagement and link ownership to platform-specific benefits. Next, we’ll examine how cementing the February...
NYSE:NYT
NYSE:NYTMedia

Is New York Times (NYT) Trading Profitability For AI Defense In Its Digital Expansion Strategy?

The New York Times Company recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$802.31 million for the quarter and US$2.82 billion for the year, alongside higher net income and earnings per share than in 2024. Beneath the headline growth, investors focused on higher operating costs tied partly to AI copyright litigation and on how increased spending might affect the profitability of the company’s expanding digital subscription and advertising...
NYSE:MOH
NYSE:MOHHealthcare

How Rising Medical Costs and Membership Shifts Could Shape Molina Healthcare’s (MOH) Investment Narrative

Molina Healthcare, a managed care insurer focused on government programs, reported its fourth-quarter 2025 results on February 5, 2026, amid concerns about rising medical costs, lower investment income, and shifting membership trends across Medicaid, Medicare, and marketplace plans. While the company previously beat revenue expectations and is projected to see Medicare and marketplace membership growth, analysts remain cautious as Medicaid membership is expected to fall and the medical care...
NYSE:CAVA
NYSE:CAVAHospitality

Is Cava Group (CAVA) Pricing Reflect Recent Volatility And Rich Earnings Multiple?

If you are wondering whether CAVA Group’s current share price lines up with its underlying worth, this article is designed to walk you through that question step by step. The stock last closed at US$65.41, with returns of 4.3% over the past week, 3.0% over the last month, 8.0% year to date, and a 54.2% decline over the past year. This points to mixed sentiment and shifting expectations. Recent coverage has focused on CAVA Group’s position within the US consumer services space and how...