U.S. Hospitality Stock News

In mid-January 2026, BlackRock, Inc. reported full-year 2025 results showing revenue of US$24.22 billion, net income of US$5.55 billion and basic earnings per share from continuing operations of US$35.83, while also announcing a quarterly dividend of US$5.73 per share payable on March 24, 2026. At the same time, BlackRock executive Rick Rieder’s emergence as a leading contender for the next Federal Reserve chair put the asset manager at the center of debates over future U.S. monetary policy...

Alphabet (GOOGL) is back in focus after recent trading, with the stock closing at US$327.93 and showing mixed short term returns, including a roughly 1% decline over the past week. See our latest analysis for Alphabet. That slight 7 day share price slip sits against a stronger backdrop, with a 30 day share price return of 4.41%, a 90 day share price return of 26.17% and a 1 year total shareholder return of 64.43%. Taken together, these figures suggest momentum has been building over time as...

Science Applications International (SAIC) moved into focus after fiscal Q3 2026 earnings exceeded EPS estimates despite lower revenue, with management pointing to the government shutdown and some analysts describing the company as an undervalued tech name for 2026. See our latest analysis for Science Applications International. The latest fiscal Q3 2026 results come after a solid run in the share price, with a 30 day share price return of 7.14% and a 90 day share price return of 17.06%, while...

TeraWulf (WULF) has been reshaping its business around low carbon Bitcoin mining and high performance computing, energizing new capacity and signing long term, credit enhanced AI infrastructure leases that appear to be drawing fresh investor attention. See our latest analysis for TeraWulf. The recent AI focused leasing activity and ramp up in Bitcoin and HPC capacity has coincided with a 1 month share price return of 14.7% and a 1 year total shareholder return of 123.6%. This suggests...

In recent days, Trane Technologies has been recognized again among Fortune’s World’s Most Admired Companies and America’s Most Trusted HVAC brands, while also introducing its new DCDA coolant distribution solution for data centers in Asia Pacific with initial orders from China expected to ship in early 2026. Together with ongoing sustainability accolades and strong progress toward its emissions-reduction commitments, these developments underscore Trane Technologies’ positioning at the...

SS Innovations International (SSII) drew fresh attention after issuing preliminary unaudited revenue guidance, signaling a sharp step up in its surgical robotics business for the fourth quarter and full year 2025. See our latest analysis for SS Innovations International. Even with the new revenue guidance pointing to stronger business momentum, SS Innovations International’s share price has been under pressure, with a 30 day share price return of 10.9% and a 90 day share price return of...

If you have been wondering whether Iron Mountain's share price still lines up with its fundamentals, this article walks through what the current market price might be implying about value. The stock recently closed at US$93.59, with returns of 14.9% over 30 days, 12.4% year to date, an 89.0% gain over 3 years and a 243.0% gain over 5 years. However, the last 7 days saw a 2.4% decline and the last year a 12.7% decline. Recent headlines around Iron Mountain have focused on its role as a real...

Cohen & Steers (CNS) closed out FY 2025 with Q4 total revenue of US$143.8 million and basic EPS of US$0.68, alongside trailing twelve month revenue of US$556.1 million and EPS of US$2.99 that modestly edged up from US$517.4 million and US$3.00 a year earlier. Over that same trailing period, net income excluding extraordinary items moved from US$151.3 million to US$153.2 million, setting the backdrop for investors to weigh forecast earnings growth against slightly softer margins and to...

BorgWarner (NYSE:BWA) has been named to Fortune's 2026 World's Most Admired Companies list. This is the fourth consecutive year the company has appeared on the list. BorgWarner ranked highly within its sector on measures such as social responsibility, product quality, and investment value. BorgWarner's repeat recognition on Fortune's list arrives with the stock at $47.71 and a value score of 2, alongside a 48.3% return over the past year. Returns of 22.9% over three years and 38.9% over...

Seadrill Limited announced in January 2026 that it had secured new offshore contracts for the West Capella in Malaysia, West Elara in Norway and an extension for West Carina in Brazil, together adding about US$235 million in firm-term contract value and options-linked upside. Beyond the headline value, these fixtures lengthen Seadrill’s revenue visibility into 2026–2027 across three key offshore regions, highlighting how contract coverage supports operational planning and earnings...

In January 2026, FTI Consulting expanded its global capabilities as the Interactive Advertising Bureau named its Technology segment the first authorized assessor under the new IAB Authorized Assessor Program, while the firm also added senior leaders across cybersecurity, economic consulting in Mexico and business transformation in Asia. Together, these moves underline FTI Consulting’s push to deepen expertise in digital privacy compliance and high-stakes advisory work across key...

Recent analyst updates on Sportradar Group (SRAD) have become the key story, with several major firms reaffirming positive ratings while trimming expectations. This highlights the tension between strong revenue momentum and ongoing profitability challenges. See our latest analysis for Sportradar Group. Those analyst revisions arrive after a weak stretch for the stock, with a 30 day share price return of 21.42% and a 90 day share price return of 32.82% pulling year to date performance down...

MKS (NasdaqGS:MKSI) introduced new photonics products at SPIE Photonics West 2026, including patent pending laser beam analysis software. The company also showcased cost focused SWIR beam profilers and new high reliability laser lines aimed at advanced industrial and scientific uses. Applications targeted include laser welding, precision manufacturing, autonomous vehicles, and optical communications. MKS, trading at $217.06, has seen strong recent share price momentum, with the stock up...

Why Vital Farms Stock Is Back in Focus Vital Farms (VITL) has come under renewed scrutiny after social media criticism over its feed practices and allegations of greenwashing, followed by a public defense from TD Cowen that coincided with an 11% intraday share move. See our latest analysis for Vital Farms. The recent controversy has affected a share price that had already come under pressure, with a 30 day share price return showing a 13.16% decline and a 90 day share price return showing a...

Micron Technology (NasdaqGS:MU) plans to acquire Powerchip Semiconductor’s P5 fab in Taiwan for US$1.8b. The deal is intended to expand Micron’s DRAM manufacturing capacity to meet persistent AI driven demand. Micron has indicated its supply of certain AI related memory products is already committed through 2026. The acquisition targets a key bottleneck in high bandwidth memory availability for AI data center customers. Micron is one of the largest memory manufacturers globally, with a core...

The key trigger for Illumina (ILMN) right now is the CMS decision to reimburse its FDA approved TruSight Oncology Comprehensive test, which creates a national pathway for Medicare coverage of comprehensive genomic profiling in cancer care. See our latest analysis for Illumina. Illumina's recent CMS reimbursement win and alliances around its Billion Cell Atlas and Connected Multiomics platform come after a sharp 50.11% 3 month share price return. In contrast, the 5 year total shareholder...

If you are wondering whether Oracle's current share price reflects its true worth, you are not alone. This article will walk you through how that question can be tackled. Oracle shares last closed at US$177.16, with returns of a 7.3% decline over 7 days, a 10.3% decline over 30 days, a 9.5% decline year to date, a 2.5% decline over 1 year and gains of 106.4% over 3 years and 213.9% over 5 years. Recent coverage of Oracle has focused on its position in large scale enterprise software and...

Earlier in January 2026, Harley-Davidson revealed 13 new motorcycles for its 2026 portfolio, including updated Grand American Touring models, expanded CVO offerings, and the Pan America 1250 Limited adventure bike, all showcased via its “Model Year 2026 Reveal – Chapter Two” launch video. The breadth of this refresh, spanning luxury touring, three-wheel, adventure, enthusiast, and limited-production CVO segments, highlights Harley-Davidson’s push to broaden its appeal while deepening its...

First Financial Bankshares (FFIN) just wrapped up FY 2025 with fourth quarter revenue of US$167.2 million and basic EPS of US$0.51, while trailing twelve month figures came in at US$603.0 million of revenue and EPS of US$1.77. Over the past year, the company has seen revenue move from US$536.9 million to US$603.0 million on a trailing basis, with EPS shifting from US$1.56 to US$1.77. This gives investors clearer insight into how the top and bottom line are tracking into this latest print...

If you are wondering whether Intel's current share price still makes sense after a strong run, this article will help you put a clear value frame around the stock. Intel's share price closed at US$45.07, with returns of 24.6% over 30 days, 14.4% year to date, 116.4% over 1 year, 66.0% over 3 years and a 10.2% decline over 5 years. This hints that the market's view of its prospects and risks has shifted more than once. Recent headlines around Intel have focused on its position in the...

Why Sterling Infrastructure is on investors’ radar today Sterling Infrastructure (STRL) has been attracting attention after a strong 1 year total return of 87.6%, alongside reported revenue of US$2.23b and net income of US$315.77m. This has prompted closer scrutiny of its current share price. See our latest analysis for Sterling Infrastructure. At a share price of US$351.39, Sterling Infrastructure has seen an 11.9% 1 month share price return and a 10.1% year to date share price return. Its 1...

UiPath (NYSE:PATH) has introduced its Maestro orchestration platform, designed to coordinate agent AI across multiple vendors. The company reports that its Screen Agent has reached a top industry benchmark in agent AI performance. These product updates are emerging alongside recent insider share sales and ongoing investor questions about commercial impact and revenue contribution. UiPath sits at the intersection of software automation and agent AI, with a focus on robotics process...

Kroger (KR) is back in focus as investors watch for its upcoming fiscal fourth quarter earnings and react to the nationwide expansion of its Uber Eats partnership to nearly 2,700 stores. See our latest analysis for Kroger. The Uber Eats rollout and recent leadership changes arrive as Kroger’s share price trades at $64.25, with a 7 day share price return of 1.68% and a 1 year total shareholder return of 11.68%, suggesting modest near term momentum on top of stronger multi year gains, including...

If you are wondering whether Transocean at US$4.83 is a bargain or a value trap, you are not alone. This article is built to help you frame that question clearly. The stock has returned 14.2% over the last 7 days, 20.4% over 30 days, 13.9% year to date and 25.5% over 1 year. The 3 year return is negative at 27.1% and the 5 year return sits at 43.8%. Recent news around offshore drilling, contract activity and sector sentiment has been a key backdrop for these price moves. Investors are...