U.S. Hospitality Stock News

If you are wondering whether Cheesecake Factory shares are offering fair value or a potential bargain right now, the key is to look past the brand and focus on what the numbers are actually saying. The stock recently closed at US$63.25, with returns of 9.1% over 7 days, 13.7% over 30 days, 19.8% year to date and 21.1% over 1 year, plus 81.6% over 3 years and 40.4% over 5 years, which naturally raises questions about what is already priced in. Recent coverage around Cheesecake Factory has...

Recent spending plans from Alphabet and Amazon for AI infrastructure, along with Broadcom (AVGO) launching its Wi‑Fi 8 platform for AI heavy enterprise networks, have pushed the chipmaker back into the center of the AI buildout story. See our latest analysis for Broadcom. Despite some sharp swings around sector wide selloffs and export headwinds, investors have kept Broadcom firmly tied to the AI infrastructure story. Recent AI capex announcements from Alphabet and Amazon have helped the...

Why Bausch + Lomb (NYSE:BLCO) is Back on Investor Radar Bausch + Lomb (NYSE:BLCO) has drawn fresh attention after recent trading left the shares at about $17.00. This has prompted investors to reassess the eye health company’s valuation and recent performance. See our latest analysis for Bausch + Lomb. The recent 3.6% 1 day share price return and 9.3% 90 day share price return suggest interest is picking up again, even though the 1 month share price return of 2.3% and 1 year total shareholder...

In late January 2026, Interparfums, Inc. announced exclusive long-term worldwide fragrance license agreements with Nautica and David Beckham, and extended its GUESS partnership through 2048, assuming full global responsibility for each brand’s fragrance portfolio over time. The company also indicated that annual sales of the Nautica fragrance portfolio alone are expected to exceed US$70,000,000 in its initial years under Interparfums’ management, underscoring the scale of these licensing...

Fitch upgraded Arbor Realty Trust's Commercial Special Servicer Rating after reviewing the company's platform and recent changes. The agency also affirmed Arbor's Commercial Primary Servicer Rating, citing technology improvements and asset management expertise. The action reflects external recognition of Arbor's servicing capabilities and operating approach. For investors watching NYSE:ABR at a share price of $7.8, the Fitch move adds another data point to consider alongside the stock's...

Tradeweb Markets (TW) has wrapped up FY 2025 with fourth quarter revenue of US$520.8 million and basic EPS of US$1.52, capping a year where trailing twelve month revenue reached about US$2.1 billion and EPS came in at US$3.83. Over the past year, revenue has moved from US$1.72 billion to about US$2.1 billion on a trailing basis while basic EPS has climbed from US$2.35 to US$3.83, so the latest print sits on top of a steadily higher earnings run rate. With net income and margins running firmly...

Ocular Therapeutix (OCUL) has released its FY 2025 results, reporting Q4 revenue of US$13.25 million, basic EPS of a US$0.29 loss, and net income excluding extra items of a US$64.65 million loss. On a trailing 12-month basis, revenue was US$51.95 million, with basic EPS of a US$1.42 loss and net income excluding extra items of a US$265.94 million loss. Over the last six reported quarters, the company’s quarterly revenue has ranged from US$10.70 million to US$17.08 million, while basic EPS has...

Kodiak Sciences (KOD) is back in focus after announcing it will share first-time, end-of-study Phase 1b APEX data in macular edema at the Angiogenesis, Exudation, and Degeneration 2026 conference. See our latest analysis for Kodiak Sciences. The APEX data update comes after a sharp 1 day share price return of 9.66%, though the 30 day share price return of a 14.89% decline contrasts with a 30.69% gain over 90 days and a very large 1 year total shareholder return. If Kodiak Sciences has you...

Why Viking Holdings Is On Investors’ Radar Now Viking Holdings (VIK) has drawn attention after a stretch of strong share price momentum, with the stock up around 6% over the past week and roughly 32% in the past 3 months. For investors, that recent move, combined with positive annual revenue and net income growth and a current share price of US$76.99, raises questions about how the business fundamentals line up with the latest trading action. See our latest analysis for Viking Holdings. That...

If you are wondering whether Navios Maritime Partners is still good value after its recent run, you are in the right place. This article will focus squarely on what the current price might imply about the stock. The units most recently closed at US$60.22, with returns of 0.7% over 7 days, 8.6% over 30 days, 17.2% year to date and 41.2% over the last year, so many holders may be asking whether the current price already reflects these gains. Recent news around Navios Maritime Partners has...

Haemonetics (HAE) has just posted its Q3 2026 numbers, reporting revenue of US$339 million and basic EPS of US$0.96, compared with trailing twelve month EPS of US$3.66 and net income of US$175 million. The company’s quarterly revenue has moved from US$330.6 million in Q4 2025 to US$338.0 million in Q3 2026, while basic EPS has ranged from US$0.71 in Q1 2026 to US$0.96 in the latest quarter. This gives investors a clearer view of how recent earnings relate to its trailing profitability. With...

T1 Energy Inc. recently disclosed that the employment of Denise Cruz, SVP, Chief Accounting Officer and Corporate Controller, ended effective February 5, 2026, and that Tom Mahrer, a seasoned energy-sector finance professional, was appointed to the role the same day. The abrupt transition in a core financial oversight position places fresh emphasis on T1 Energy’s accounting governance, disclosure quality, and internal controls. Against this backdrop, we’ll examine how the sudden change in...

Kulicke and Soffa Industries recently reported fiscal first-quarter 2026 results, with net sales of US$199.63 million and GAAP diluted EPS of US$0.32, and also completed a share repurchase program totaling 1,954,177 shares for US$72.87 million announced in November 2024. The company paired this performance with guidance for second-quarter 2026 revenue of about US$230 million and positive GAAP and non-GAAP EPS, highlighting ongoing customer demand for its semiconductor production and advanced...

Reinsurance Group of America (RGA) closed out FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$7.06, capping a trailing twelve month period where EPS reached US$17.94 on revenue of US$23.7b. Over the past year, the company has seen revenue move from US$22.1b to US$23.7b on a trailing basis, while net income excluding extra items shifted from US$717m to US$1.2b. This sets up a picture of earnings growth that sits alongside a trailing net margin of 5% and a market price of...

Amazon.com (AMZN) just wrapped up FY 2025 with Q4 revenue of US$213.4b and basic EPS of US$1.98, alongside Q4 net income of US$21.2b, all set against trailing 12 month revenue of US$716.9b and basic EPS of US$7.29. The company has seen quarterly revenue move from US$187.8b in Q4 2024 to US$213.4b in Q4 2025, while basic EPS went from US$1.90 to US$1.98 over the same period. Trailing net profit margin at 10.8% versus 9.3% a year earlier frames a story of earnings power that investors will...

Trump Media & Technology Group confirmed it plans to launch a shareholder digital token initiative. The company has set an official record date that will determine which shareholders are eligible. Management has said more information on how the token will work and be distributed will be provided at a later time. For investors following Trump Media & Technology Group, ticker NasdaqGM:DJT, the token announcement arrives with the stock trading at about $11.455. The share price comes after...

WD-40 at a glance WD-40 (WDFC) has drawn fresh attention after recent share price moves, with the stock closing at $238.53 and posting mixed short and longer term returns that may prompt investors to reassess expectations. See our latest analysis for WD-40. The sharp 5.7% 1 day share price pullback comes after a stronger run, with a 30 day share price return of 19.9% and a 3 year total shareholder return of 44.4%. This suggests longer term momentum remains intact despite recent volatility. If...

TG Therapeutics recently presented new data on its marketed multiple sclerosis therapy BRIUMVI at the ACTRIMS annual forum in San Diego, including findings from the ENABLE real-world study in adults with relapsing MS. The company also highlighted ongoing Phase 2 and Phase 3 trials of ublituximab in children and adolescents, underscoring its push to extend BRIUMVI’s clinical footprint across age groups. Next, we’ll examine how this fresh real-world BRIUMVI evidence shapes TG Therapeutics’...

CleanSpark (CLSK) just posted its Q1 2026 numbers, with revenue of US$181.2 million and a basic EPS loss of US$1.35, while trailing twelve month revenue sat at US$785.2 million and TTM basic EPS was a loss of US$0.95. Over the past year, revenue has moved from US$378.97 million on a TTM basis in Q4 2024 to US$785.19 million in Q1 2026. Over the same period, EPS shifted from a quarterly profit of US$0.90 in Q3 2025 to a quarterly loss of US$1.35 in the latest period. The mix of higher revenue...

Why Federal Agricultural Mortgage is on investors’ radar Federal Agricultural Mortgage (AGM) has drawn fresh attention after recent share price moves, with a small gain over the past week contrasting with weaker returns over the month and past year. For investors, that mixed performance is a prompt to look more closely at how the current valuation lines up with the company’s profitability, its longer term return record, and its role in the U.S. rural credit system. See our latest analysis for...

Ralliant Corporation recently reported past fourth-quarter and full-year 2025 results, swinging from profit to a US$1.37 billion quarterly net loss and US$1.22 billion full-year net loss, largely due to a very large non-cash goodwill impairment tied to its EA Elektro-Automatik business, while also affirming a US$0.05 per-share quarterly dividend and highlighting a fully unused US$200 million share repurchase authorization. Management emphasized that, despite these heavy impairment-driven...

Stagwell recently appointed Ben Berentson as CEO, Owned Media, to lead the operations and expansion of its owned media portfolio, including Ink, ReachTV, RealClearPolitics, and future initiatives, drawing on his 20-plus years of digital media experience at Forbes, Condé Nast, and Stagwell’s Code and Theory. This move elevates owned media as a core business engine within Stagwell’s global network, signaling a clearer focus on building value from in-house media assets rather than relying...

Emerson Electric (EMR) just paired an earnings beat with a higher adjusted EPS outlook, supported by demand across North America, India and the Middle East, as well as fresh momentum in AI-enabled software and industrial IoT recognition. See our latest analysis for Emerson Electric. The latest earnings beat and guidance lift have come alongside a strong run in the shares, with a 10.71% 1 month share price return and a 28.70% 1 year total shareholder return suggesting that momentum is...

Freshpet has appointed John O’Connor, a veteran finance leader from Zoetis and Thrive Pet Healthcare, as Chief Financial Officer effective February 9, 2026, while Ana Lopez, formerly a senior supply chain executive at Unilever, became Senior Vice President of Supply Chain on February 2, 2026. These hires bring deep pet care finance and large‑scale food supply chain expertise into Freshpet’s leadership bench, potentially reshaping how the company manages growth, costs, and operational...