U.S. Hospitality Stock News

Conagra Brands has launched Banquet MEGA Breakfast Bowls, a frozen breakfast line offering 30g of protein per bowl across four varieties that use tray-in-tray steaming technology for improved texture and flavor. This move taps into consumer demand in the US$626 million breakfast bowls category, where protein is the top purchase driver and larger portion sizes are a meaningful differentiator. We’ll now examine how this emphasis on high-protein frozen breakfast innovation shapes Conagra’s...

Recent performance snapshot for Spotify Technology (SPOT) Spotify Technology (SPOT) has drawn investor attention after a weak run, with the share price showing a 7% decline over the past week and a 24% decline over the past 3 months. See our latest analysis for Spotify Technology. Behind the recent 7% one week and 18% one month share price declines, Spotify’s longer history includes a 24% one year total shareholder return decline but a very large three year total shareholder return. This...

AAR CORP. has recently completed an 80,000+ square foot expansion of its Oklahoma City airframe MRO facility, adding three bays capable of handling all 737 variants and supporting a long-term maintenance commitment with Alaska Airlines. The project not only deepens a 50-year operational presence at Will Rogers World Airport but also adds 200 full-time roles and advances the digitization of AAR’s maintenance processes in partnership with Alaska Airlines. We’ll now examine how this expanded...

Event overview and recent price action Paramount Skydance (PSKY) has been drawing attention after recent trading left the stock with a 3.3% decline over the past day and deeper negative returns over the past week, month, and past 3 months. See our latest analysis for Paramount Skydance. At a share price of $10.81, Paramount Skydance’s short term share price returns over the past month and quarter have been weak. The 1 year total shareholder return of 0.49% contrasts with a much steeper 3 year...

In late January 2026, Biogen announced that the U.S. FDA granted Breakthrough Therapy Designation to litifilimab (BIIB059) for cutaneous lupus erythematosus, based on Phase 2 LILAC data showing reduced skin disease activity versus placebo. This designation highlights a potential new approach in a disease area where existing treatments mainly manage symptoms but do not change disease course. We will now examine how this Breakthrough Therapy Designation for litifilimab influences Biogen’s...

Applied Industrial Technologies (NYSE:AIT) approved an 11% dividend increase, marking its 17th consecutive annual raise since 2010. The company signaled plans for a more active pace of acquisitions, with management outlining intentions for expanded deal activity. The news ties dividend growth with a clearer roadmap for expansion in technical engineered solutions, automation, and flow control. For you as an investor, this update connects income and growth in one move. Applied Industrial...

S&P Global plans to spin off its Mobility business into a standalone public company. The new entity will be renamed Mobility Global, Inc. The separation is expected to create a focused Mobility business with its own capital structure and governance. S&P Global (NYSE:SPGI), recently trading around $468.21, is moving to separate its Mobility unit into an independent, publicly traded company. For existing shareholders, this is a structural change that could alter how they view the mix of data,...

Sezzle announced the appointment of Lee Brading as Chief Financial Officer, succeeding outgoing CFO Karen Hartje. Hartje is retiring after nearly eight years in the role, with Brading stepping in following his involvement in recent business shifts and capital markets activity. The leadership change comes as Sezzle, listed as NasdaqCM:SEZL, continues to refine its position in the competitive payments industry. For investors watching NasdaqCM:SEZL, this CFO transition comes with the stock at...

Applied Digital recently broke ground on its Delta Forge 1 AI Factory campus in the southern U.S., designed for 430 MW of utility power and up to 300 MW of critical IT load, while also arranging a US$50 million senior secured note to fund the Polaris Forge 2 site. Together with very large, long-term AI data center leases and rapid revenue expansion, these moves highlight Applied Digital’s shift from development-focused crypto roots toward operating large-scale, purpose-built AI...

Floor & Decor Holdings recently attracted attention as investors reassessed its ongoing plan to open around 20 new warehouse-format stores this year and at least 20 more next year, despite housing market uncertainty. The central tension for the company now lies in whether this rapid expansion can generate strong returns if housing turnover remains subdued for an extended period. We will explore how Floor & Decor’s aggressive store expansion program shapes its investment narrative amid mixed...

The U.S. has launched Project Vault, a US$12b rare earths stockpile program aimed at strengthening domestic critical mineral security. MP Materials (NYSE:MP), a leading U.S. rare earth producer, is positioned as a potential key supplier to this government initiative. The move is intended to reduce reliance on foreign sources, especially China, for minerals essential to defense and clean energy technologies. For MP Materials, which focuses on rare earth production and processing, Project...

IPG Photonics is showcasing its CROSSBOW MINI High-Energy Laser system at the ongoing Singapore Airshow 2026, highlighting a compact, field-ready solution for countering unmanned aerial systems across military and private applications. The system’s emphasis on rapid deployment, turnkey operation, and integration with existing command-and-control and radar networks points to a broader push into directed-energy defense for critical infrastructure protection. We’ll now examine how this push...

In recent days, Digits announced an API partnership with BILL, enabling real-time syncing of bills, invoices, and payments into Digits’ Agentic General Ledger to streamline automated financial workflows for joint customers. At the same time, BILL is facing board turnover, activist pressure for cost cuts and strategic options, and heightened attention ahead of its upcoming earnings report. With BILL’s recent share price decline, we’ll explore how the new Digits integration shapes its...

If you are wondering whether Caesars Entertainment's share price reflects its underlying value, this article walks through the key numbers in a clear, practical way. At a last close of US$20.56, the stock has seen a 4.7% decline over the past week, a 12.7% decline over the last month, and is down 12.7% year to date and 43.1% over the past year, with a 62.6% decline over three years and 74.8% over five years. Recent coverage around Caesars has focused on how the business is managing its...

If you are wondering whether Hewlett Packard Enterprise (HPE) still offers value at around US$21.78 per share, you are not alone. Many investors are asking the same question right now. The stock is up 0.8% over the last 7 days, has a 1 year return of 7.4%, and sits against a 30 day and year to date return of 9.9% declines, which can change how you think about both risk and opportunity. Recent coverage of HPE has focused on how the business positions itself within the broader technology...

Hubbell (HUBB) kicked off FY 2025 with third quarter revenue of US$1.5b and basic EPS of US$4.80, as net income excluding extra items reached US$255.1m. The company has seen quarterly revenue move from US$1.45b in Q2 2024 to US$1.48b in Q2 2025 and US$1.50b in Q3 2025. Over the same quarters, basic EPS tracked from US$4.04 to US$4.58 and then US$4.80. This sets the stage for investors to focus squarely on how these volumes and earnings are feeding through to margins and overall...

Avery Dennison is accelerating its shift toward technology driven solutions in intelligent labeling and RFID platforms. The company is committing significant investment to sustainability and digitalization across its product portfolio. Recent acquisitions are supporting this transition and expanding Avery Dennison's reach in higher tech labeling systems. Avery Dennison (NYSE:AVY), trading at $186.82, is moving further away from its roots as a traditional materials supplier and leaning into...

Why Darden Restaurants stock is drawing attention now Darden Restaurants (DRI) has outpaced the broader restaurant space recently, with the stock showing gains over the past week, month and past 3 months that may prompt investors to reassess its valuation. See our latest analysis for Darden Restaurants. The share price, now at US$205.49, has been supported by a 1 month share price return of 9.76% and a 3 month share price return of 14.10%. The 3 year total shareholder return of 51.48% and 5...

Recent move in Celldex Therapeutics Celldex Therapeutics (CLDX) has been on many watchlists after recent trading, with the stock closing at US$25.17. Short term and longer term returns have moved in different directions, prompting closer attention from investors. See our latest analysis for Celldex Therapeutics. The recent 1 day share price return of 2.07% comes after a weaker run over the past month, with a 30 day share price return of 6.81% and a year to date share price return of 6.81%...

Fresh analyst commentary on Sportradar Group (SRAD) has brought the stock back into focus, as firms highlight its recurring revenue model and broad product set tied to the expanding online sports betting industry. See our latest analysis for Sportradar Group. Despite the recent positive analyst commentary, Sportradar Group’s share price, which last closed at US$18.12, has seen a 30 day share price return of 22.30% and a year to date share price return of 22.30%. The 1 year total shareholder...

If you are asking yourself whether Veeva Systems at around US$190.80 is a fair deal or not, this article is designed to walk you through the key signals that matter most for valuation. The stock price has recently been under pressure, with returns of 12.4% over 7 days, 13.1% over 30 days, 13.1% year to date and 18.2% over the last year. Recent coverage has focused on how investors are reassessing growth oriented software names, with Veeva Systems often cited as a reference point for quality...

Jack Henry & Associates (JKHY) is back in focus after fiscal Q2 results topped analyst expectations on both earnings and revenue, with management lifting full year 2026 guidance and highlighting momentum in newer cloud native solutions. See our latest analysis for Jack Henry & Associates. Despite the strong fiscal Q2 update and recent product news around the Banno Digital Platform, the share price has come under pressure, with a 7 day share price return of 7.15% decline and a 30 day share...

HOKA, a brand under Deckers Outdoor (NYSE:DECK), has launched the Speedgoat 7 trail running shoe, paired with a global Vert Challenge for trail runners. The company has also introduced the Cielo X1 3.0, described as its lightest marathon racing shoe, alongside the "Speed of Light" campaign featuring trials and community events. These product releases and community initiatives mark fresh activity in Deckers' performance running category, beyond routine financial updates. Deckers Outdoor,...

KB Home overview and recent performance snapshot KB Home (KBH) has drawn investor attention after recent share price moves, with the stock up about 3.2% over the past week and month, but showing a negative total return over the past year. See our latest analysis for KB Home. The recent 3.2% 7 day share price return at a last close of US$59.41 comes after a softer patch, with the 1 year total shareholder return at a 9.2% decline but the 3 year total shareholder return still up 56.9%. This...