U.S. Hospitality Stock News

NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Qualys (QLYS) Margins Near 30% Test Bullish Growth Narratives After FY 2025 Results

Qualys (QLYS) just wrapped up FY 2025 with Q4 total revenue of US$175.3 million and basic EPS of US$1.48, setting the tone for how the full year’s profitability story reads. Over the past six quarters, revenue has moved from US$153.9 million in Q3 2024 to US$175.3 million in Q4 2025, while quarterly basic EPS shifted from US$1.26 to US$1.48 over the same window. This gives investors a clear view of the recent trend in top line and per share earnings. With trailing twelve month net income at...
NYSE:SNOW
NYSE:SNOWIT

Is It Time To Reconsider Snowflake (SNOW) After Recent Share Price Slide?

If you are wondering whether Snowflake is starting to look attractively priced or still has a premium tag, you are not alone. This article will help you frame that question clearly. The share price closed at US$168.43, with returns of a 12.6% decline over 7 days, a 27.9% decline over 30 days and a 22.3% decline year to date, while the 1-year return is an 8.5% decline and the 3-year and 5-year returns are 7.1% and 43.8% declines respectively. Recent price moves sit against an ongoing focus on...
NasdaqGS:SCSC
NasdaqGS:SCSCElectronic

ScanSource (SCSC) Net Margin Improvement Reinforces Bullish Profitability Narratives

ScanSource (SCSC) has just posted its Q2 2026 numbers, reporting revenue of US$766.5 million and basic EPS of US$0.75, alongside trailing twelve month revenue of about US$3.0 billion and EPS of US$3.30. The company has seen quarterly revenue move between US$704.8 million and US$812.9 million over the past six reported periods, while basic EPS has ranged from US$0.70 to US$0.90. This puts the focus on how efficiently that revenue is converting into profit, with margins a key consideration as...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Illumina (ILMN) One Off Gain Shapes Profitability Narrative After FY 2025 Earnings

Illumina (ILMN) has wrapped up FY 2025 with Q4 revenue of US$1,159 million and basic EPS of US$2.18, capping a year in which quarterly revenue ranged from US$1,041 million to US$1,159 million and EPS moved between US$0.82 and US$2.18, while trailing twelve month EPS came in at US$5.48 on revenue of US$4.3 billion. With trailing net income of US$850 million and a sizeable one off gain of US$262 million sitting in the background, the latest print gives investors richer detail on how much of the...
NYSE:G
NYSE:GProfessional Services

Genpact (G) Earnings Growth Slowdown Tests Longstanding Bullish Narratives

Genpact (G) just closed out FY 2025 with Q4 revenue of US$1.3 billion and basic EPS of US$0.83, alongside trailing twelve month revenue of US$5.1 billion and EPS of US$3.18 that reflect steady earnings power through the year. The company has seen quarterly revenue move from US$1.21 billion in Q1 2025 to US$1.32 billion in Q4, while basic EPS ranged from US$0.75 to US$0.84 over the same period, giving investors a clear view of how the top and bottom lines shaped up across the year. With a net...
NYSE:AXP
NYSE:AXPConsumer Finance

The Bull Case For American Express (AXP) Could Change Following Dividend Hike And $3.5B Debt Raise

In late January and early February 2026, American Express reported stronger year-over-year earnings for Q4 and full-year 2025, issued 2026 guidance calling for revenue growth of 9% to 10% and EPS of US$17.30 to US$17.90, and confirmed a 16% increase in its quarterly dividend to US$0.95. Alongside these results, the company raised US$3.50 billion through several fixed- to floating-rate and floating-rate senior unsecured note offerings, highlighting its continued access to capital markets to...
NasdaqCM:BYRN
NasdaqCM:BYRNAerospace & Defense

Byrna Technologies (BYRN) Margin Compression Challenges Bullish Growth Narratives

Byrna Technologies (BYRN) closed out FY 2025 with Q4 revenue of US$35.2 million and basic EPS of US$0.15, compared with Q4 FY 2024 revenue of US$28.0 million and basic EPS of US$0.43. This sets a clear benchmark for how the latest quarter stacks up to last year’s peak. Over the past year, the company has seen revenue move from US$85.8 million to US$118.1 million on a trailing twelve month basis, with TTM basic EPS shifting from US$0.57 to US$0.43. Investors are therefore likely to focus on...
NYSE:JOBY
NYSE:JOBYAirlines

Joby Aviation (JOBY) Valuation Check After US$1.2b Capital Raise For Certification And Production Scale Up

Joby Aviation (JOBY) has just raised about US$1.2b through common stock and convertible notes, a funding step aimed at supporting FAA certification efforts and scaling production of its electric air taxis. See our latest analysis for Joby Aviation. The funding news comes after a sharp 32.35% 30 day share price return decline and a 26.74% negative year to date share price return. However, the 1 year total shareholder return of 35.22% and very large 3 year total shareholder return of around...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

Assessing SoundHound AI (SOUN) Valuation After New Voice AI Wins And Rising Investor Interest

Why SoundHound AI is back on investors’ radar SoundHound AI (SOUN) is drawing fresh attention after renewing and expanding its relationship with Five Guys, where its voice AI agents have already handled well over a million customer interactions across hundreds of restaurant locations. See our latest analysis for SoundHound AI. At a share price of US$8.56, SoundHound AI has seen a 16.5% 1 day share price return. However, its 30 day and year to date share price returns remain weak, alongside a...
NYSE:COTY
NYSE:COTYPersonal Products

Coty (COTY) Q2 EPS Loss Revives Concerns Around Bullish Profitability Narratives

Coty (COTY) has just posted Q2 2026 results with revenue of US$1,678.6 million and a basic EPS loss of US$0.14, alongside net income loss excluding extra items of US$126.9 million. The company has seen quarterly revenue move between US$1,252.4 million and US$1,678.6 million over the past six reported periods, while EPS has swung between a loss of US$0.47 and a profit of US$0.09 as profitability has remained uneven. With trailing 12 month figures still in loss territory and forecasts in the...
NYSE:POST
NYSE:POSTFood

Post Holdings Q1 Margin And EPS Slippage Tests Bullish Earnings Growth Narrative

Post Holdings (POST) opened Q1 2026 with revenue of US$2.2b and basic EPS of US$1.87, giving investors a fresh look at how its earnings power is holding up against essentially flat revenue trends. Over recent periods, revenue has moved between US$2.0b and US$2.2b a quarter, while trailing twelve month EPS has sat in a band around US$5.9 to US$6.6. This sets a clear benchmark for how you might judge this latest print and the earnings forecasts that call for about 13.1% annual growth. With net...
NYSE:BARK
NYSE:BARKSpecialty Retail

BARK (BARK) Q3 2026 Revenue Slowdown Reinforces Bearish Liquidity And Profitability Narratives

BARK (BARK) has released its Q3 2026 results, reporting revenue of US$98.4 million and a net loss of US$8.6 million, equal to basic EPS of a US$0.05 loss, as investors watch how its subscription pet products story holds up. The company has seen quarterly revenue move from US$126.4 million in Q3 2025 to US$115.4 million in Q4 2025, US$102.9 million in Q1 2026, US$107.0 million in Q2 2026 and US$98.4 million in Q3 2026. Over the same period, basic EPS losses have ranged between US$0.03 and...
NasdaqGM:IBEX
NasdaqGM:IBEXProfessional Services

IBEX (IBEX) Earnings Growth And 10.6x P/E Discount Challenge Market Skepticism

IBEX (NasdaqGM:IBEX) has put up another solid quarter, with Q2 2026 revenue at US$164.2 million and basic EPS of US$0.91, backed by trailing 12 month EPS of US$3.31 on US$603.3 million of revenue. The company has seen quarterly revenue move from US$140.7 million in Q2 2025 to US$164.2 million in Q2 2026, while basic EPS stepped up from US$0.61 to US$0.91 over the same stretch. This sets the stage for investors to weigh steady top line progress against earnings that tie into a 7.3% net margin...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

MarketAxess Holdings (MKTX) Margin Compression Challenges Bullish Earnings Growth Narrative

MarketAxess Holdings (MKTX) has just posted its FY 2025 numbers, reporting fourth quarter revenue of US$209.4 million and basic EPS of US$2.52, alongside trailing twelve month revenue of US$846.3 million and EPS of US$6.66. The company has seen quarterly revenue move from US$202.4 million in Q4 2024 to US$209.4 million in Q4 2025, while basic EPS shifted from US$1.74 to US$2.52 over the same period, setting the backdrop for how investors weigh the latest print against its recent track record...
NYSE:XPO
NYSE:XPOTransportation

XPO (XPO) Margin Slip To 3.9% Tests Bullish Earnings Growth Narrative

XPO (XPO) has wrapped up FY 2025 with Q4 revenue of US$2.0 billion and basic EPS of US$0.50, alongside trailing 12 month revenue of US$8.2 billion and EPS of US$2.68. Over recent quarters the company has seen revenue range from US$1.95 billion in Q1 2025 to US$2.11 billion in Q3 2025, with basic EPS moving between US$0.59 and US$0.90. This gives investors a clear view of how the top line and EPS have tracked into the latest print. With trailing net profit margins sitting below last year’s...
NYSE:AGCO
NYSE:AGCOMachinery

AGCO (AGCO) One Off Gain Driven Profit Return Challenges Earnings Quality Narratives

AGCO (AGCO) has just wrapped up FY 2025 with fourth quarter revenue of US$2,920.2 million and basic EPS of US$1.29, alongside net income excluding extra items of US$95.5 million. This puts fresh numbers against a share price of US$132.57. Over the past six quarters, revenue has ranged from US$2,050.5 million to US$2,920.2 million, while basic EPS has moved between a loss of US$3.43 and a high of US$4.22. Over the same period, net income excluding extra items has swung from a loss of US$255.7...
NYSE:ESE
NYSE:ESEMachinery

Escotec Technologies (ESE) Q1 EPS Strength Reinforces Bullish Earnings Growth Narrative

ESCO Technologies (ESE) opened Q1 2026 with revenue of US$289.7 million and basic EPS of US$1.11, setting the tone for how its earnings story is evolving this year. The company has seen quarterly revenue move from US$247.0 million in Q1 2025 to US$289.7 million in Q1 2026, while basic EPS over that span has ranged from US$0.91 in Q1 2025 to US$1.11 most recently. On a trailing twelve month basis, EPS sits at US$4.83 on revenue of about US$1.2 billion. With net profit margins in the data...
NYSE:XYL
NYSE:XYLMachinery

Is Xylem (XYL) Fairly Priced After Strong Multi Year Share Price Gains

If you are wondering whether Xylem's current share price lines up with its underlying value, you are not alone. Many investors are asking the same question right now. The stock most recently closed at US$142.12, with total returns of 3.1% over 7 days, 1.9% over 30 days, 3.7% year to date, 9.7% over 1 year, 38.7% over 3 years and 52.0% over 5 years. This performance is giving some investors fresh questions about growth potential and risk. Recent coverage around Xylem has focused on its role...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Assessing Vera Therapeutics (VERA) Valuation As Atacicept Nears FDA Decision And Commercial Leadership Shifts

Vera Therapeutics (VERA) is entering a key transition period after naming Matt Skelton as Chief Commercial Officer, while its lead drug candidate atacicept moves through FDA Priority Review ahead of a July 7, 2026 PDUFA decision. See our latest analysis for Vera Therapeutics. At a share price of US$40.95, Vera Therapeutics has seen a 69.28% 90 day share price return and a very large 3 year total shareholder return, while the 30 day share price return of a 15.88% decline suggests recent...
NasdaqGS:LSAK
NasdaqGS:LSAKDiversified Financial

Lesaka Technologies (LSAK) Tightens Quarterly Losses Challenging Bearish Profitability Narratives

Lesaka Technologies (NasdaqGS:LSAK) has reported Q2 2026 results that keep the focus firmly on revenue scale and ongoing losses, with quarterly revenue at US$171.4 million and EPS at a loss of US$0.05, while trailing 12 month figures show revenue of US$677.6 million and a net loss of US$84.3 million, or EPS of US$1.08 in losses. Over recent quarters, the company has seen revenue move from US$146.0 million in Q4 2024 to US$153.6 million in Q1 2025, US$146.8 million in Q2 2025, US$135.7 million...
NYSE:MMS
NYSE:MMSProfessional Services

Maximus (MMS) Margin Strength And 30.9% TTM Earnings Growth Challenge Cautious Narratives

Maximus (MMS) opened fiscal Q1 2026 with total revenue of US$1.3b and basic EPS of US$1.71, underpinned by net income of US$93.9m. The company has seen quarterly revenue move from US$1.40b in Q1 2025 to US$1.35b in Q1 2026, while basic EPS over that same span has ranged from US$0.69 in Q1 2025 to US$1.71 in the latest quarter. This compares with a trailing twelve month EPS of US$6.62 and net income of US$371.8m. For investors, a key focus from this release is how these earnings and revenue...
NasdaqGS:COCO
NasdaqGS:COCOBeverage

Vita Coco Weighs Tax Reforms In Global Functional Hydration Expansion Story

Vita Coco Company (NasdaqGS:COCO) is being highlighted for its role as a global leader in functional hydration, supported by a flexible, scalable business model. Recent coverage explored how new tax rules that favor business investment could influence Vita Coco's future capital deployment and expansion plans. Co Founder Mike Kirban shared insights on brand building, competing against larger beverage players, and key milestones such as the company's IPO. Vita Coco operates in the functional...
NYSE:NVST
NYSE:NVSTMedical Equipment

Envista Holdings (NVST) Profitability Turnaround Tests High P/E Narrative After FY 2025 Earnings

Envista Holdings (NVST) has wrapped up FY 2025 with Q4 revenue of US$750.6 million and EPS of US$0.20, alongside trailing twelve month revenue of US$2.7 billion and EPS of US$0.28 that reflect the company’s recent move into positive earnings. The company has seen quarterly revenue move from US$652.9 million in Q4 2024 to US$750.6 million in Q4 2025, with quarterly EPS shifting from US$0.01 to US$0.20 over the same period. Trailing twelve month EPS moved from a large loss to a positive...
NYSE:VTR
NYSE:VTRHealth Care REITs

Ventas (VTR) FFO Run Rate Tests Bullish Growth Narratives After FY 2025 Earnings

Ventas (VTR) just posted its FY 2025 numbers with Q4 revenue of US$1.6 billion and basic EPS of US$0.15, while Q3 revenue was US$1.5 billion with basic EPS of US$0.14, setting a clear top line and per share earnings run rate for the year. Over the recent periods, reported revenue has moved from US$1.3 billion in Q1 2025 through US$1.4 billion in Q2 and US$1.5 billion in Q3 to US$1.6 billion in Q4, alongside basic EPS readings of US$0.11, US$0.15, US$0.14 and US$0.15, giving investors a clean...