U.S. Hospitality Stock News

NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Is CoStar Group (CSGP) Pricing Reflect Recent Stock Slide And Real Estate Data Focus?

If you are wondering whether CoStar Group's current share price reflects its underlying worth, you are not alone. The stock's recent performance has left plenty of questions about value on the table. The share price closed at US$50.99, with returns of a 17.7% decline over 7 days, a 24.1% decline over 30 days, a 22.4% decline year to date, a 34.8% decline over 1 year, a 32.7% decline over 3 years and a 44.9% decline over 5 years. Recent news coverage has focused on CoStar Group's role as a...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global’s AI And Grid Efforts Test Service-Led Growth Story

Carrier Global (NYSE:CARR) has launched "Tell Me More," a generative AI feature within its Abound platform that is designed to guide building operations teams. The company is also showcasing grid flexibility efforts at DistribuTECH, focusing on battery enabled HVAC systems that can interact with the power grid. These developments highlight Carrier Global’s focus on intelligent, sustainable building management and energy coordination. For investors watching NYSE:CARR, these product moves...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP) Valuation Check After Strong 2025 Results And AI Data Center Expansion

Brookfield Infrastructure Partners (NYSE:BIP) just reported full year 2025 results that included US$23.1b in sales and US$449m in net income, along with fresh progress in its AI focused data center build out. See our latest analysis for Brookfield Infrastructure Partners. The fresh results and AI focused build out come after a solid run in the units, with a 30 day share price return of 7.55% and year to date share price return of 7.96%. The 1 year total shareholder return of 17.91% points to...
NYSE:CWH
NYSE:CWHSpecialty Retail

Assessing Camping World Holdings (CWH) Valuation As Investor Attention Returns After Recent Share Price Swings

Why Camping World Holdings (CWH) Is Back on Investors’ Radar With no single headline event driving attention to Camping World Holdings (CWH) today, recent trading performance and fundamentals are giving investors fresh reasons to reassess the RV retailer’s risk and return profile. See our latest analysis for Camping World Holdings. Camping World’s recent trading has been choppy, with a 1 day share price return of 4.54% and a 7 day share price return of 2.18%. Meanwhile, a 30 day share price...
NYSE:VLTO
NYSE:VLTOCommercial Services

Veralto (VLTO) Margin Improvement To 17.1% Reinforces Quality Earnings Narratives

Veralto (VLTO) has wrapped up FY 2025 with fourth quarter revenue of US$1,396 million and basic EPS of US$1.02, capping a year in which trailing twelve month revenue reached US$5.5 billion and EPS came in at US$3.79, alongside reported earnings growth of 12.8% over the past year. Over the last six reported quarters, the company has seen revenue move from US$1,314 million in Q3 2024 to US$1,396 million in Q4 2025. Quarterly EPS ranged between US$0.89 and US$1.02 across that period, giving...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Does Nebius Group (NBIS) Have the Capacity to Deliver on Its Bold ARR Ambitions?

In recent days, Nebius Group N.V. reaffirmed guidance that its annual recurring revenue could rise to between US$7 billion and US$9 billion within the next twelve months, supported by rapid build‑out of full‑stack AI data center capacity across multiple regions. Management also pushed back against what it described as misinformation campaigns, emphasizing unchanged business fundamentals and highlighting assets such as its ClickHouse stake as reinforcing its longer‑term growth...
NYSE:HXL
NYSE:HXLAerospace & Defense

Does Hexcel’s Q4 Profit Gains and Heavy Buybacks Reshape the Bull Case for HXL?

Hexcel Corporation recently reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$491.3 million and net income rising to US$46.4 million, alongside a regular quarterly dividend of US$0.18 per share and confirmation of 2026 sales guidance of US$2.0 billion to US$2.1 billion. The company also completed two share repurchase programs totaling US$519.4 million and reducing the share count by over 9%, underscoring an ongoing commitment to returning capital to...
NYSE:DOCN
NYSE:DOCNIT

Is DigitalOcean (DOCN) Fairly Priced After Strong One Year Share Price Gains?

If you are wondering whether DigitalOcean Holdings is priced attractively today, this article walks through the numbers behind the stock rather than relying on headlines or hype. The shares recently closed at US$57.66, with returns of 2.7% over the last 7 days, 6.8% over 30 days, 17.7% year to date, and 31.1% over the past year. This gives useful context before comparing that price to underlying value. Recent coverage of DigitalOcean has focused on its position as a cloud platform for...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Technologies (LUMN) Near Breakeven Q4 EPS Challenges Prolonged Loss Narratives

Lumen Technologies (LUMN) FY 2025 earnings snapshot Lumen Technologies (LUMN) closed FY 2025 with fourth quarter revenue of US$3.0 billion and basic EPS of roughly US$0.00, as net income excluding extra items landed at a loss of US$2 million. The company has seen quarterly revenue move from US$3.3 billion and basic EPS of US$0.09 in Q4 2024 to US$3.0 billion and a near breakeven basic EPS in Q4 2025, alongside a trailing twelve month loss of US$1.7 billion on basic EPS of US$1.75. With...
NYSE:PH
NYSE:PHMachinery

Is Parker-Hannifin (PH) Still Attractive After A 41% One-Year Share Price Rally?

If you are wondering whether Parker-Hannifin shares around US$967.62 still offer value after a strong run, you are not alone. That is exactly what this article will unpack for you. The stock has returned 2.0% over the last 7 days, 4.2% over 30 days, 8.2% year to date, 41.3% over 1 year, 184.3% over 3 years and 277.7% over 5 years, which naturally raises questions about how much of the story is already reflected in the price. Recent attention on Parker-Hannifin has centered on its position in...
NYSE:OLN
NYSE:OLNChemicals

Is Olin (OLN) Pricing Look Attractive After Prolonged Share Price Weakness?

If you are wondering whether Olin is attractively priced at its current share price, this breakdown will help you see how the market is valuing the business today. The stock recently closed at US$23.41, with returns of 4.8% over the last 7 days, 4.9% over the last 30 days, 8.6% year to date, but a 14.8% decline over 1 year and a 58.3% decline over 3 years, while the 5 year return stands at a 10.5% decline. Recent news coverage has focused on Olin's position within the materials sector and...
NYSE:USPH
NYSE:USPHHealthcare

Assessing U.S. Physical Therapy’s Valuation After Recent Share Price Momentum

Why U.S. Physical Therapy Is Drawing Fresh Attention U.S. Physical Therapy (USPH) is back on investor radars after a recent share price move, with the stock up around 3% over the past month and roughly 14% in the past 3 months. See our latest analysis for U.S. Physical Therapy. That recent 3 month share price return of 13.81% sits against a one year total shareholder return decline of 1.89% and a 5 year total shareholder return decline of 33.30%, which suggests near term momentum has picked...
NasdaqCM:PLYX
NasdaqCM:PLYXPharmaceuticals

Polaryx Therapeutics (PLYX) Valuation Check After Sharp Single Day Share Price Decline

Polaryx Therapeutics (PLYX) has drawn investor attention after a sharp 28.9% single day share price decline, with the stock closing at US$16. This move comes against a year to date return of negative 54.3%. See our latest analysis for Polaryx Therapeutics. The sharp 28.9% single day share price return decline and the year to date share price return of 54.3% point to fading momentum, suggesting that recent moves reflect shifting risk perception more than steady longer term sentiment. If...
NYSE:PK
NYSE:PKHotel and Resort REITs

Did Park Hotels & Resorts' (PK) Portfolio Shift and Refinancing Just Reframe Its Investment Narrative?

Park Hotels & Resorts recently drew attention as major brokerages issued mixed ratings ahead of its upcoming Q4 and full-year 2025 results, while the company continued reshaping its portfolio and refinancing debt maturities with US$2.00 billion in credit facilities. This flurry of analyst views, combined with Park’s shift toward higher-quality domestic assets and efforts to address near-term debt, highlights how governance, balance sheet management, and asset quality are becoming central to...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Riot Platforms Turns Rockdale Power Into AMD AI Data Center Hub

Riot Platforms (NasdaqCM:RIOT) has entered a high performance computing data center agreement with AMD as its first third party tenant. The company has signed a data center lease with AMD valued at up to US$1b. Riot has acquired additional land in Rockdale, Texas to support this new data center build out beyond Bitcoin mining. Riot Platforms is best known for its Bitcoin mining operations, and this AMD partnership places the company more directly in the broader digital infrastructure and AI...
NasdaqGM:ATRC
NasdaqGM:ATRCMedical Equipment

Assessing AtriCure (ATRC) Valuation After Mixed Share Performance And Clinical Trial Progress

AtriCure (ATRC) has drawn investor attention after a period of mixed share performance, with a loss of 9.18% over the past month but a 16.83% gain in the past 3 months. See our latest analysis for AtriCure. At a share price of $36.80, AtriCure’s recent 7 day and 1 month share price returns of 2.57% and 9.18% declines contrast with a 16.83% gain over 90 days. The 1 year, 3 year and 5 year total shareholder returns of 10.96%, 13.92% and 41.49% declines indicate that momentum has only recently...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Is It Time To Reassess Waystar Holding (WAY) After The Recent Share Price Slide?

If you are trying to figure out whether Waystar Holding stock now offers value, it helps to step back from the recent share price swings and look at what the current market price might be implying. Over the recent period, the shares closed at US$23.99, with returns of a 13.1% decline over 7 days, a 24.5% decline over 30 days, a 23.5% decline year to date, and a 42.8% decline over 1 year, which may prompt questions about how risk and potential reward are being priced in. These moves sit...
NYSE:TFC
NYSE:TFCBanks

Truist’s New AI Receivables Platform And What It Means For Valuation

Truist Financial (NYSE:TFC) has launched an AI powered integrated receivables platform for commercial and corporate clients. The new platform uses machine learning tools to support cash management, operational efficiency, and fraud controls. The offering targets long standing receivables and payments pain points for finance teams across Truist’s business client base. For investors watching Truist Financial at a share price of $55.14, this move sits alongside a period of positive stock...
NYSE:KWR
NYSE:KWRChemicals

Assessing Quaker Chemical (KWR) Valuation After Earnings Beat And Stronger High Value Formulation Demand

Quaker Chemical (KWR) drew fresh attention after its recent earnings modestly topped expectations, with management pointing to strong customer demand, realized synergies, and greater use of higher-value formulations as key drivers. See our latest analysis for Quaker Chemical. The recent earnings beat has been followed by strong momentum in the share price, with a 1-month share price return of 20.28% and a 90-day share price return of 29.22%. The 1-year total shareholder return of 26.60%...
NYSE:GS
NYSE:GSCapital Markets

Is It Too Late To Consider Goldman Sachs (GS) After Its Strong Multi Year Share Price Run?

If you are asking whether Goldman Sachs Group shares still offer value after a strong run, you are not alone. This article is set up to help you frame that question clearly. The stock last closed at US$913.30, with returns of 44.4% over 1 year, 162.5% over 3 years and 238.0% over 5 years, while the year to date move sits close to flat at a 0.1% decline. Recent headlines around Goldman Sachs Group have focused on its role as a major global investment bank and financial services provider,...
NYSE:DRI
NYSE:DRIHospitality

Darden Shutters Bahama Breeze To Reuse Sites For Higher Return Brands

Darden Restaurants (NYSE:DRI) is discontinuing the Bahama Breeze brand and closing 14 locations. Roughly half of the remaining Bahama Breeze sites will be converted to other Darden concepts. The move is part of a broader portfolio reshaping focused on brands with stronger unit economics. Darden Restaurants, trading at $212.22, is acting on a full review of its brand portfolio by winding down Bahama Breeze and reallocating those locations to concepts it views as more scalable. The stock has...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Weatherford International (WFRD) Margin Slippage To 8.8% Tests Bullish Earnings Narratives

Weatherford International’s FY 2025 Earnings Snapshot Weatherford International (WFRD) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$1.92, backed by net income of US$138m. The company has seen quarterly revenue range from US$1,193m to US$1,341m across the last six reported periods, while basic EPS has moved between US$1.04 and US$2.14 over the same stretch. This provides a clear view of how the top and bottom lines have tracked through the cycle. With a trailing twelve...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Is FDA Breakthrough Status And Rapid Review For Bezuclastinib Reshaping The Case For Cogent Biosciences (COGT)?

In January 2026, Cogent Biosciences announced that the FDA granted Breakthrough Therapy Designation to bezuclastinib plus sunitinib for previously imatinib-treated GIST, based on PEAK trial data showing improved progression-free survival and a favorable safety profile compared with sunitinib alone. The FDA’s decision to review Cogent’s New Drug Application under its Real-Time Oncology Review program highlights regulatory interest in potentially accelerating access to this combination...
NYSE:NCLH
NYSE:NCLHHospitality

Record Luxury Bookings And Fleet Growth Contrast With Norwegian Cruise Line Valuation

Oceania Cruises reported record launch day bookings for its new ship, Oceania Sonata, surpassing prior booking records by a wide margin. The keel laying of Oceania Sonata marks the start of a new class of luxury vessels, with four Sonata Class ships scheduled for delivery through 2035. These developments highlight Norwegian Cruise Line Holdings' focus on expanding its premium and luxury offerings within the broader cruise market. For investors watching Norwegian Cruise Line Holdings...