U.S. Hospitality Stock News

NYSE:MCO
NYSE:MCOCapital Markets

Moody's (MCO) Is Down 11.1% After Peer S&P Global Cuts Earnings Outlook - What's Changed

Moody’s recently came under pressure after weaker earnings guidance from industry peer S&P Global raised concerns about conditions facing credit rating and financial data providers. The episode highlights how sentiment toward one major ratings and data firm can quickly influence expectations for others ahead of their own results. We’ll now examine how these sector-wide worries about earnings sustainability could affect Moody’s investment narrative built around private credit and...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

How Bruker’s AI Self-Driving Lab Push and New Bioparticle Tool Could Impact Bruker (BRKR) Investors

In early February 2026, Bruker, through its Chemspeed Technologies and SciY divisions, introduced an open Self-Driving Lab platform and launched the iNTApharma nanoscale bioparticle characterization system at SLAS2026, while also declaring a quarterly cash dividend of US$3.9844 per share on its 6.375% Mandatory Convertible Preferred Stock. By combining autonomous, AI-orchestrated lab workflows with label-free, native-state nanoparticle analysis, Bruker is targeting bottlenecks in advanced...
NasdaqGS:HUMA
NasdaqGS:HUMABiotechs

Why Humacyte (HUMA) Is Up 5.1% After New DoD Funding Backs Symvess Trauma Use

In February 2026, Humacyte, Inc. reported that the U.S. Department of Defense’s Fiscal Year 2026 Appropriations Act includes dedicated funding to evaluate and incorporate biologic vascular repair technologies, directly aligning with its FDA-approved human-derived bioengineered blood vessel Symvess for traumatic extremity vascular injuries in service members. This federal support highlights growing institutional recognition of bioengineered human vessels as an off-the-shelf option when...
NYSE:KEYS
NYSE:KEYSElectronic

Keysight SOS Enterprise Aims To Deepen AI Driven Engineering Workflows

Keysight Technologies (NYSE: KEYS) has launched its SOS Enterprise platform, focused on AI readiness and compliance in engineering data management. The platform is designed to organize engineering data, automate compliance tasks, and support secure AI integration for sectors such as aerospace and automotive. Keysight Technologies, trading at $235.0, is drawing attention from investors as it connects its test and measurement expertise with data centric software such as SOS Enterprise. The...
NYSE:EVMN
NYSE:EVMNBiotechs

Evommune (EVMN) Valuation Check After Positive Phase 2a EVO301 Results In Atopic Dermatitis

Evommune (EVMN) is back in focus after reporting statistically significant positive top-line results from its Phase 2a EVO301 trial in moderate to severe atopic dermatitis, including clear separation from placebo and a favorable safety readout. See our latest analysis for Evommune. The positive EVO301 data has coincided with a sharp re-rating in the stock, with a 1-day share price return of 70.87% and a year-to-date share price return of 67.71% off a last close of $29.03. This indicates...
NYSE:CFG
NYSE:CFGBanks

How Investors May Respond To Citizens Financial Group (CFG) AI-Focused Expansion And Private Banking Push

Citizens Financial Group recently presented at the KBW 2026 Winter Financial Services Conference in Boca Raton, outlining its latest banking initiatives and market priorities. The bank’s push into new geographies, greater use of AI, and expanded private banking and capital markets capabilities marks a meaningful shift in how it aims to grow and manage risk. We’ll now explore how Citizens’ nationwide expansion and AI-driven efficiency push could reshape its existing investment narrative for...
NYSE:AGO
NYSE:AGOInsurance

Assessing Assured Guaranty (AGO) Valuation After Recent Share Price Moves And Mixed Earnings Signals

Assured Guaranty (AGO) has been drawing fresh attention after recent share moves, with the stock closing at $86.55. Investors are weighing its credit protection business, current valuation metrics, and recent return profile. See our latest analysis for Assured Guaranty. At the current share price of $86.55, Assured Guaranty combines a 1-day share price return of 1.05% with a year to date share price return showing a 2.47% decline. Its 5 year total shareholder return of 141.29% reflects longer...
NYSE:SBSI
NYSE:SBSIBanks

A Look At Southside Bancshares (SBSI) Valuation After Its 2025 Earnings And Capital Returns Update

Southside Bancshares (SBSI) shares are trading around $33.30 after the bank reported full year 2025 results, which showed higher net interest income but lower net income and earnings per share compared with 2024. See our latest analysis for Southside Bancshares. The stock’s recent performance reflects mixed sentiment, with a 15.54% 90 day share price return and 9.36% year to date share price return. The 3 year total shareholder return is slightly negative and the 5 year total shareholder...
NYSE:CNA
NYSE:CNAInsurance

CNA Financial (CNA) Earnings Story Centers On Stronger P&C Combined Ratios Challenging Cautionary Narratives

CNA Financial (CNA) has wrapped up FY 2025 with fourth quarter total revenue of US$3.8 billion, basic EPS of US$1.11 and net income of US$302 million. Its trailing twelve month figures show revenue of US$15.0 billion, EPS of US$4.71 and net income of US$1.28 billion. Over the past year, the company has seen revenue move from US$14.3 billion to US$15.0 billion and trailing EPS shift from US$3.53 to US$4.71. This sets the backdrop for how you might read this latest print. With net profit margin...
NYSE:MGY
NYSE:MGYOil and Gas

Did Magnolia’s Bigger Payouts and Buybacks Just Shift Magnolia Oil & Gas' (MGY) Investment Narrative?

In early February 2026, Magnolia Oil & Gas reported past fourth-quarter 2025 revenue of US$317.63 million and net income of US$68.75 million, alongside full-year 2025 revenue of US$1.31 billion and net income of US$325.25 million, while also issuing first-quarter 2026 production guidance of about 102 Mboe/d after winter-storm downtime was restored. At the same time, the company lifted its quarterly dividend by 10% to US$0.165 per share and expanded its share repurchase authorization to...
NYSE:DOC
NYSE:DOCHealth Care REITs

A Look At Healthpeak Properties (DOC) Valuation After 2025 Results And New 2026 Guidance

Why the latest earnings and guidance matter for Healthpeak Properties Healthpeak Properties (DOC) just released fourth quarter and full year 2025 results, along with fresh 2026 earnings guidance. This gives you an updated look at cash generation, profitability, and what management currently expects for the coming year. See our latest analysis for Healthpeak Properties. The shares have had a modest rebound recently, with a 7 day share price return of 3.3% and a year to date share price return...
NYSE:GNRC
NYSE:GNRCElectrical

Is It Time To Reassess Generac Holdings (GNRC) After Its Recent Share Price Recovery

If you are wondering whether Generac Holdings' share price still reflects good value after its recent run, you are not alone. The stock last closed at US$182.30, with returns of 5.2% over 7 days, 19.3% over 30 days, 29.2% year to date, 28.6% over 1 year, 45.6% over 3 years and a 48.0% decline over 5 years. This performance raises questions about how to think about risk and reward today. Recent news coverage has focused on Generac's role in backup power and energy solutions as investors...
NYSE:CRK
NYSE:CRKOil and Gas

A Look At Comstock Resources (CRK) Valuation As Quarterly Earnings Approach On February 11, 2026

Comstock Resources (CRK) is set to report quarterly earnings on February 11, 2026, an event drawing attention as investors weigh its 47.75% revenue growth versus peers against higher debt and an expected EPS of $0.11. See our latest analysis for Comstock Resources. At a share price of $20.42, Comstock Resources has seen a 9.12% decline in its 7 day share price return and a 19.03% decline over 90 days. However, its 1 year total shareholder return of 10.86% and 5 year total shareholder return...
NasdaqGS:VSNT
NasdaqGS:VSNTMedia

A Look At Versant Media Group (VSNT) Valuation After Recent Share Price Weakness

Why Versant Media Group Is On Investors’ Radar Today Versant Media Group (VSNT) has drawn fresh attention after a period of weak share performance, with the stock down about 16% over the past month and around 38% year to date. For investors tracking U.S. media names, this recent slide, alongside reported revenue of $6,801 and net income of $1,125, raises questions about how the company’s cable networks and digital platforms are being valued in today’s market. See our latest analysis for...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

Is It Too Late To Consider JFrog (FROG) After 48% One-Year Surge?

If you are wondering whether JFrog shares at about US$53.20 still offer value, you are not alone. This article breaks down what that price might really represent. The stock has been volatile, with a 2.7% return over the last 7 days, a 10.2% decline over 30 days, a 10.7% decline year to date, and a 48.0% return over 1 year, alongside a 119.8% return over 3 years and a 23.2% decline over 5 years. Recent coverage of JFrog has focused on its role in software development tooling and how investors...
NYSE:CE
NYSE:CEChemicals

Assessing Celanese (CE) Valuation After Price Increases For Key Chemical Products

Why Celanese’s Latest Price Moves Matter for Investors Celanese (CE) is raising prices for acetic acid, vinyl acetate monomer, and related derivatives across the Western Hemisphere, a change that takes effect immediately or as existing contracts allow. For you as an investor, this type of pricing shift can influence revenue mix, margins, and customer relationships, especially in segments where Celanese supplies key inputs into industrial and consumer applications. See our latest analysis for...
NasdaqCM:NEXT
NasdaqCM:NEXTOil and Gas

A Look At NextDecade (NEXT) Valuation After Capital One Initiates Coverage With Buy Rating

Analyst coverage sparks fresh attention on NextDecade Capital One Financial has initiated coverage on NextDecade (NEXT) with a buy rating, putting fresh attention on the liquefied natural gas developer and its Rio Grande LNG and carbon capture projects in Texas. See our latest analysis for NextDecade. NextDecade's share price has climbed 6.3% over the past week and 10.0% over the past month to US$5.38, although the 1 year total shareholder return shows a 32.1% decline and the 5 year total...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

A Look At Innovative Industrial Properties (IIPR) Valuation As Cannabis Regulatory Shifts Remain Uncertain

Recent coverage around potential US cannabis regulatory shifts, including possible rescheduling to Schedule III and the SAFER Act, has brought Innovative Industrial Properties (IIPR) back into focus for income oriented real estate investors. See our latest analysis for Innovative Industrial Properties. IIPR’s latest share price of $47.99 sits against a backdrop of a 30 day share price return of 5.16% and a year to date share price return of 2.99%. The 1 year total shareholder return of 25.89%...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

The Bull Case For DLocal (DLO) Could Change Following JPMorgan’s Reaffirmed View On Its BNPL Expansion

In early February 2026, JPMorgan reiterated its positive stance on DLocal, citing record Total Payment Volume and gross profit alongside expanding cross-border payments infrastructure and new offerings like its Buy Now, Pay Later Fuse across multiple emerging markets. The analyst commentary underscored that DLocal’s growing network of local payment methods and product breadth is becoming a key differentiator for merchants seeking access to diverse, cash-light economies. Next, we’ll examine...
NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

Assessing Alvotech (ALVO) Valuation After AVT80 Trial Success And New Sandoz Agreements

Alvotech (ALVO) shares have been in focus after the company reported positive top line pharmacokinetic data for its AVT80 biosimilar candidate to Entyvio, along with new supply and commercialization agreements with Sandoz in Canada, Australia and New Zealand. See our latest analysis for Alvotech. These fresh clinical results and the Sandoz agreements come after a mixed share price pattern, with a 12.07% 1 month share price return and a 4.00% year to date share price return contrasting with a...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

A Look At Science Applications International (SAIC) Valuation After Recent One Month Share Price Decline

Recent share performance and business profile Science Applications International (SAIC) has been in focus for investors after a month return of about a 14% decline, contrasting with an 8.3% gain over the past 3 months and a 5 year total return of 11.8%. The Reston based contractor generates about US$7.35b in annual revenue and US$371m in net income, providing technical, engineering and enterprise IT services across U.S. defense, intelligence and civilian agencies. See our latest analysis for...
NYSE:BHC
NYSE:BHCPharmaceuticals

Is Bausch Health (BHC) Turning Social Media Buzz And Deleveraging Efforts Into A Credible Turnaround Narrative?

Bausch Health Companies has recently attracted renewed investor attention as it works to cut its sizeable debt, address legacy legal issues, and reshape its portfolio across eye health and specialty pharmaceuticals. An interesting angle is how growing social media visibility of Bausch’s key brands is drawing in more retail investors and amplifying interest in its ongoing turnaround efforts. We’ll now examine how this increased focus on Bausch’s debt reduction progress and turnaround...
NasdaqGS:APLD
NasdaqGS:APLDIT

Why Applied Digital (APLD) Is Up 18.8% After Securing US$16 Billion In Long-Term AI Leases And Financing

Applied Digital recently reported a year-over-year revenue increase of 250% and locked in multiple 15-year AI data center leases, including an US$11.00 billion agreement with CoreWeave at its Polaris Forge 1 campus and a long-term contract with a U.S.-based hyperscaler for 200 megawatts at Polaris Forge 2. These contracts, together with more than US$16.00 billion in total long-term lease commitments and new project financing, mark a decisive shift toward recurring AI infrastructure revenue...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) Valuation Check After Recent Share Price Volatility And Autonomous Partnerships Narrative

Lyft stock snapshot after recent performance shifts Lyft (LYFT) shares have seen mixed recent returns, with a 1.4% move over the past day, a small gain over the past week, and declines over the past month and past 3 months. See our latest analysis for Lyft. At a share price of $16.85, Lyft’s recent 1 day and 7 day share price gains sit against weaker 30 day, 90 day and year to date share price returns, while its 1 year and 3 year total shareholder returns remain positive. This suggests...