U.S. Hospitality Stock News

In recent weeks, Church & Dwight completed a review of its vitamins, minerals, and supplements business and agreed to sell its VitaFusion and L’il Critters brands to Piping Rock Health Products, expecting a one-time after-tax charge of US$40 million to US$45 million in the fourth quarter of 2025. At the same time, commentary from Fundsmith Equity Fund highlighted how economic pressures on US consumers are weighing on demand for Church & Dwight’s discount products, raising fresh questions...

Franklin Templeton recently updated two Western Asset institutional money market funds, tightening one fund’s focus to short‑maturity U.S. Treasuries and adding a new Digital Institutional Share Class to support tokenized-finance use cases, including stablecoin reserve management and blockchain-enabled distribution. This move highlights how a large, regulated asset manager is building infrastructure that could plug traditional money market funds directly into on‑chain financial...

Topgolf Callaway Brands (MODG) has drawn attention after recent share price moves. The stock closed at $14.15 as investors weigh its mix of golf venues, equipment, and active lifestyle brands. See our latest analysis for Topgolf Callaway Brands. That $14.15 share price comes after a strong run, with a 30 day share price return of 24.12% and a 90 day share price return of 52.15%. The 1 year total shareholder return of 73.83% contrasts with weaker 3 and 5 year total shareholder returns,...

QXO (QXO) has attracted fresh attention after a recent period of double digit moves, with the stock showing a 1 day return of 1.45% and a past 3 months return of 29.22%. See our latest analysis for QXO. The recent 17.68% 30 day share price return and 29.22% 90 day share price return suggest building momentum, while the 63.70% 1 year total shareholder return points to a strong recovery story taking shape. If QXO’s recent move has caught your eye, it could be a good moment to broaden your radar...

If you are wondering whether ON Semiconductor's current share price still offers value, you are not alone, especially with sentiment around semiconductor names constantly shifting. The stock closed at US$59.41, with a 7 day return of a 3.8% decline, a 30 day return of 8.1%, a year to date return of 4.8%, a 1 year return of 7.7%, a 3 year return of a 9.8% decline, and a 5 year return of 54.2%. Recent headlines around ON Semiconductor have continued to focus on its position in the broader...

Why Solstice Advanced Materials is on investors’ radar today Solstice Advanced Materials (SOLS) has drawn attention after recent trading, with the stock last closing at $55.01 and short term returns over the past week and month standing in positive territory. See our latest analysis for Solstice Advanced Materials. That recent jump in the 1 day share price return of 5.77% sits on top of a 7 day share price return of 10.62% and a year to date share price return of 11.63%, which suggests...

Cisco Systems (CSCO) is back in focus after investors zeroed in on its push into AI infrastructure and cloud, highlighted by AI related orders, the Splunk integration, and fresh cybersecurity investments. See our latest analysis for Cisco Systems. The share price has recently eased, with a 30 day share price return of a 2.99% decline. However, a 90 day share price return of 8.56% and a 1 year total shareholder return of 30.29% suggest momentum has been rebuilding as AI infrastructure deals,...

Immunovant (IMVT) has been drawing attention after recent share moves that contrast a loss-making profile with fast annual growth in revenue and net income metrics, raising questions about how investors are weighing its clinical-stage risks. See our latest analysis for Immunovant. At a share price of $26.18, Immunovant’s recent 1 day share price return of 1.43% and 90 day share price return of 46.01% sit alongside a 1 year total shareholder return of 14.42% and 3 year total shareholder return...

Earlier this month, TD SYNNEX reported fourth-quarter 2025 results showing sales of US$17,379.14 million and net income of US$248.41 million, raised its quarterly dividend to US$0.48 per share, updated buyback progress, and issued first-quarter 2026 revenue and earnings guidance. The quarter underscored TD SYNNEX’s growing role in cloud, AI, and data center infrastructure, with international markets like Europe and Asia-Pacific contributing meaningfully to revenue and profit growth. We’ll...

Beyond Meat recently tightened the terms of its Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 by adding a guarantee from its Beyond Meat EU B.V. subsidiary and securing the notes with second-priority claims on company and subsidiary assets, while also appointing experienced finance executive Tony Kalajian as Chief Accounting Officer. At the same time, new U.S. dietary guidelines emphasizing protein-rich foods may give Beyond Meat a fresh angle to position its plant-based...

Arm Holdings recently reorganized its operations, carving out a new “Physical AI” unit to target robotics alongside its existing Cloud and AI and Edge businesses, while SoftBank remains both a roughly 90% owner and a cornerstone customer. This shift highlights how Arm is trying to parlay its low‑power chip expertise into robotics applications, even as some analysts question how growth looks once SoftBank‑related demand is excluded. We’ll now examine how the new Physical AI robotics unit...

DigitalOcean Holdings (DOCN) drew investor attention after Barclays highlighted the stock as a top pick for 2026, coinciding with news that Character.ai doubled inference throughput on DigitalOcean’s AI Inference Cloud while cutting cost per token by 50%. See our latest analysis for DigitalOcean Holdings. The recent AI win with Character.ai and Barclays’ call as a preferred 2026 pick sit against strong momentum, with a 30-day share price return of 14.12% and a 1-year total shareholder return...

Similarweb (SMWB) is back in focus after announcing a collaboration with Manus that pipes its web traffic and engagement data directly into Manus AI agents, giving users data-backed support for marketing and competitive analysis tasks. See our latest analysis for Similarweb. Despite the Manus partnership highlighting Similarweb’s role in AI driven digital intelligence, recent momentum has been weak. The share price is at US$6.41 after a 90 day share price return decline of 27.73% and a 1 year...

In January 2026, Houlihan Lokey announced that Géraud Estrangin has joined as a Managing Director in its Industrials Group in Paris, focusing on aerospace and defence in Europe and supporting France-related transactions across the global platform. By adding an executive who co-founded and built a major competitor’s French operation and executed more than 40 industrial deals, Houlihan Lokey is reinforcing its depth in European aerospace and defence advisory. We’ll now examine how this senior...

Ondas Holdings (ONDS) has just completed a nearly US$1b registered direct offering of common stock and pre funded warrants to a single institutional investor, a capital raise that reshapes its financial resources and future options. See our latest analysis for Ondas Holdings. The registered direct offering comes after a period of very strong share price momentum, with Ondas Holdings posting a 30 day share price return of 80.62% and a 90 day share price return of 69.39%, while its 1 year total...

A new study on payment failures, citing Dynatrace (DT), estimates that outages are putting US$44.4b in U.S. retail and hospitality sales at risk each year. This is pushing investors to reassess Dynatrace’s role in mission-critical IT monitoring. See our latest analysis for Dynatrace. Despite the renewed focus on outage risks, Dynatrace’s recent trading has been weak, with a 30-day share price return of 10.1% and a 1-year total shareholder return of 19.2%. However, the 3-year total shareholder...

If you are wondering whether J. M. Smucker's current share price fairly reflects its long term value, you are not alone. This article is built to unpack exactly that question. The stock last closed at US$101.61, with returns of 5.9% over the past 7 days, 5.2% year to date and 3.8% over the last year. The 3 year return sits at a 27.3% decline and the 5 year return at 3.7%. Recent coverage around J. M. Smucker has focused on its position in packaged foods and consumer staples, as investors...

In early January 2026, Origin AI announced a collaboration with NXP Semiconductors to embed its WiFi Sensing software into NXP’s i.MX 9 application processors and wireless tri-radio chipsets, aiming to accelerate intelligent motion sensing across smart home devices such as plugs, routers and lighting. By integrating WiFi Sensing at the chipset level rather than at the device level, NXP could help smart home manufacturers cut hardware complexity and shorten development cycles, potentially...

In recent days, commentators highlighted IBM as a legacy tech name at record highs yet still described as inexpensive, while its CEO underscored the company’s role in enterprise AI as only a small fraction of global data is currently used for AI applications. At the same time, analysts flagged upcoming margin pressure and acquisition-related earnings dilution, setting up an interesting contrast between IBM’s AI middleware potential and the nearer-term financial headwinds it may face. Next,...

CyberArk recently released research showing that only 1% of organizations have fully implemented a modern Just-in-Time privileged access model, while 91% still rely heavily on always-on privileged access as AI expands identity-centric attack surfaces. The company’s leadership framed these findings as evidence that organizations must modernize privilege controls for human, machine, and AI identities to reduce security risk while enabling innovation. We’ll now explore how this spotlight on...

If you are wondering whether Zoom Communications' share price still reflects its true worth after everything that has happened in recent years, you are not alone. The stock last closed at US$83.19, with returns of a 3.0% decline over 7 days, a 7.1% decline over 30 days, a 0.2% decline year to date, a 5.0% gain over 1 year, a 19.1% gain over 3 years, and a 78.9% decline over 5 years, which can leave the current price feeling a bit hard to read. Recent news coverage has focused on how Zoom...

QUALCOMM (QCOM) is drawing fresh attention after a sharp reaction to handset risks tied to Apple’s in-house modem plans, even as the company pushes into AI data centers, automotive chips, and advanced robotics. See our latest analysis for QUALCOMM. The recent Apple related handset concerns and the Mizuho downgrade have weighed on sentiment, with a 7 day share price return of a 9.41% decline and a 30 day share price return of a 7.29% decline pointing to fading near term momentum, even as the 3...

Comfort Systems USA (FIX) is drawing investor attention after recent share price moves, with the stock showing double digit total returns over the past year and the past 3 months. See our latest analysis for Comfort Systems USA. The recent 3.4% 1-day and 10.9% 30-day share price returns, alongside a very large 1-year total shareholder return of around 13x, suggest momentum is still building rather than cooling off. If Comfort Systems USA’s surge has caught your eye, it could be a good moment...

What Recent Returns Say About Banc of California Banc of California (BANC) has drawn investor interest after a period where its shares show a 0.1% return over the past day, 0.6% over the past week, and 2.1% over the past month. Over the past 3 months, the stock shows a 20.0% return, with a 4.1% year-to-date move and a 31.9% total return over the past year. These figures have prompted closer attention to the bank's fundamentals. See our latest analysis for Banc of California. The past year’s...