U.S. Hospitality Stock News

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:EW
NYSE:EWMedical Equipment

Edwards Lifesciences (EW) Is Down 6.2% After Margin-Squeezing 2025 Results And Cautious 2026 EPS Outlook

In the past week, Edwards Lifesciences reported Q4 2025 sales of US$1,569.6 million and full-year 2025 sales of US$6.07 billion, alongside issuing 2026 guidance calling for first-quarter sales of US$1.55 billion to US$1.63 billion and full-year EPS of US$2.90 to US$3.05. While revenue continued to grow, the sharp drop in quarterly and full-year net income and EPS highlights how margin pressure and one-off factors are shaping Edwards’ profit profile as it invests behind its Structural Heart...
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...
NYSE:RHP
NYSE:RHPHotel and Resort REITs

Ryman Hospitality Properties (RHP) Is Up 7.3% After Expanding Its Revolving Credit Facility - What's Changed

In January 2026, Ryman Hospitality Properties, Inc. refinanced and expanded its revolving credit facility from US$700,000,000 to US$850,000,000, extending the initial maturity to January 2030 while keeping pricing and most terms largely unchanged and updating several key financial covenants. This refinancing gives Ryman greater committed liquidity and a longer funding runway, potentially enhancing its flexibility to manage leverage, secured debt levels, and future capital needs under clearly...
NasdaqGS:CARG
NasdaqGS:CARGInteractive Media and Services

AI-Powered Personalization Push Could Be A Game Changer For CarGurus (CARG)

CarGurus recently expanded its “Big Deal” brand campaign, rolling out AI-powered tools such as Dealership Mode and CarGurus Discover, while reporting higher average revenue per user, strong EBITDA margins, and growing free cash flow from its online automotive marketplace. An interesting angle is that these AI features are designed to personalize both on-lot and online car shopping, potentially making CarGurus’ platform more central to how dealers manage inventory and engage buyers. Next,...
NYSE:JLL
NYSE:JLLReal Estate

The Bull Case For Jones Lang LaSalle (JLL) Could Change Following Tech-Focused MEA Leadership Shift

Jones Lang LaSalle has appointed Mouhammad Takieddin as its new Regional Head and CEO for the Middle East and Africa, based in Riyadh, to drive growth in areas such as data centers, facilities management, and AI-enabled real estate services. By bringing in a leader with deep digital transformation and global corporate real estate experience from Procter & Gamble, JLL is explicitly tying its Middle East and Africa ambitions to technology-enabled, higher-value service offerings. Next, we’ll...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Will Carvana's (CVNA) Eugene Same-Day Expansion and Short-Seller Response Change Its Investment Narrative?

In early February 2026, Carvana expanded its same-day vehicle delivery and pickup service to the greater Eugene area, extending its online platform that lets customers buy, finance, trade in, and sell used cars entirely digitally across more than 20 states. This move highlights how Carvana is leaning on its logistics and reconditioning infrastructure to shorten delivery times and potentially deepen customer engagement in regional markets. We’ll now examine how Carvana’s response to...
NYSE:OC
NYSE:OCBuilding

Owens Corning (OC) Valuation Check As Shares Trade Near Fair Value Despite Mixed Growth Signals

Owens Corning (OC) has drawn fresh attention after recent trading, with the stock last closing at $137.97. Investors are weighing this price against the company’s recent returns, as well as its mixed annual revenue and net income trends. See our latest analysis for Owens Corning. The recent 1-day share price return of 1.64% and 7-day share price return of 10.41% sit alongside a 30-day share price return of 12.71% and 90-day share price return of 33.85%. The 1-year total shareholder return of...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Wingstop’s UK Expansion Puts Growth Targets And Valuation In Focus

Wingstop, ticker NasdaqGS:WING, is expanding in the UK with new locations in Manchester Arndale and Derby Derbion. The company now has more than 85 UK sites and aims to more than double this footprint over the next five years. This push highlights the importance of international markets in Wingstop's growth plans. Wingstop shares recently closed at $259.64, with a return of 53.9% over the past three years and 65.5% over the past five years. The stock has seen a 13.0% decline over the past...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Is It Too Late To Consider Ulta Beauty (ULTA) After Its Strong Share Price Run?

If you are wondering whether Ulta Beauty's share price still reflects good value after a strong run, this article will walk through what the current market price may be implying about the business. Ulta Beauty's stock recently closed at US$679.28, with returns of 0.9% over 7 days, 2.0% over 30 days, 9.6% year to date, 81.4% over 1 year, 29.5% over 3 years and 107.2% over 5 years. Recent news coverage around Ulta Beauty has focused on the company's position in the US beauty retail space and...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs Expands Israel R&D As Amazon Ties And CFO Shift Refine Focus

Astera Labs (NasdaqGS:ALAB) announced the opening of a new advanced R&D center in Israel focused on AI connectivity and memory solutions. The company disclosed a warrant-linked purchase agreement with Amazon that ties future equity to commercial activity. Astera Labs also appointed a new chief financial officer with extensive industry experience, signaling an organizational shift to support its next phase of growth. Astera Labs, a data and connectivity chip company listed on the NasdaqGS...
NYSE:GM
NYSE:GMAuto

Is General Motors (GM) Now At An Interesting Price After Its Strong Three Year Run?

If you are wondering whether General Motors at around US$80.27 is offering real value or is mainly being driven by sentiment, this article will help you unpack what the current share price might be indicating. The stock has seen mixed short-term moves, with a 6.3% decline over the last 7 days and a 3.1% decline over 30 days, while still showing a 73.7% return over 1 year and a 95.2% return over 3 years. Recent coverage of General Motors has focused on its position in US autos and ongoing...
NYSE:DAC
NYSE:DACShipping

Danaos (DAC) Margins Stay Near 47% Trailing Level Testing Bullish Profitability Narratives

Setting the scene with Danaos's latest numbers Danaos (DAC) has just wrapped up FY 2025 with fourth quarter revenue of US$266.3 million and basic EPS of US$6.43, capping a year in which trailing twelve month revenue sat at about US$1.0 billion and EPS at US$26.83. The company has seen revenue move from US$258.2 million and EPS of US$4.72 in Q4 2024 to the latest Q4 2025 figures. Over the same period, trailing twelve month revenue slipped from US$1.01 billion and EPS from US$26.15 a year...
NYSE:GVA
NYSE:GVAConstruction

Is It Too Late To Consider Granite Construction (GVA) After Strong 1-Year Share Price Rally?

If you are wondering whether Granite Construction's current share price still offers value, you are not alone, and the numbers give you a lot to think about. The stock last closed at US$132.91, with returns of 6.5% over 7 days, 9.9% over 30 days, 12.0% year to date and 52.5% over 1 year. The 3 year and 5 year returns are very large. Recent coverage has focused on Granite Construction's position in U.S. infrastructure and construction projects and how that relates to investor expectations...
NYSE:CNMD
NYSE:CNMDMedical Equipment

Does CONMED (CNMD) Prioritize Revenue Growth Over Profitability After 2025 Earnings Compression?

In late January 2026, CONMED Corporation reported fourth-quarter 2025 sales of US$373.2 million and full-year sales of US$1.37 billion, alongside a sharp year-on-year fall in net income to US$16.74 million for the quarter and US$47.06 million for the year. While revenue increased, the sizeable drop in earnings per share from continuing operations to US$0.54 for the quarter and US$1.51 for the year, combined with 2026 revenue guidance of US$1.345–1.375 billion, highlights a tension between...