U.S. Hospitality Stock News

NYSE:ZTS
NYSE:ZTSPharmaceuticals

Is Zoetis (ZTS) Starting To Look Interesting After A 26% One-Year Share Price Slide

Wondering if Zoetis is starting to look like good value after a tough run, or if the current price still asks too much of future expectations? The stock last closed at US$126.73, with a 4.1% gain over the past 7 days, a 2.0% decline over 30 days, a 0.6% return year to date, and a 26.2% decline over the past year, as well as 18.5% and 19.2% declines over the past 3 and 5 years respectively. Recent attention on Zoetis has focused on its position in animal health and how investors are weighing...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

A Look At Charter Communications (CHTR) Valuation After Earnings Weakness And Spectrum Subscriber Losses

What the latest earnings and Spectrum moves mean for Charter Communications (CHTR) Charter Communications (CHTR) has drawn fresh attention after reporting fourth quarter and full year 2025 results that showed lower sales and net income, along with continued internet customer losses at Spectrum, as well as new Wi-Fi offerings and service guarantees. See our latest analysis for Charter Communications. The recent earnings update, continued Spectrum internet customer losses and ongoing share...
NYSE:MMM
NYSE:MMMIndustrials

Assessing 3M (MMM) Valuation After New Mixed Securities Shelf Registration Filing

3M (MMM) recently filed an automatic mixed securities shelf registration that allows it to issue common stock and debt securities as needed. This gives the company added flexibility to fund operations and potential growth projects. See our latest analysis for 3M. At a share price of $165.08, 3M has a 1-year total shareholder return of 10.42%, while the 3-year total shareholder return of about 7x and 5-year total shareholder return of 32.87% point to stronger longer term momentum than the more...
NYSE:CACI
NYSE:CACIProfessional Services

A Look At CACI International’s (CACI) Valuation After New US Army Contract And Strong Quarterly Results

CACI International (CACI) is back in focus after securing a five year US$250 million task order with the US Army to support electronic warfare and spectrum dominance capabilities, extending its role in defense technology programs. See our latest analysis for CACI International. At a share price of US$598.32, CACI’s recent 6.95% 1 month share price return and 59.45% 1 year total shareholder return indicate that momentum has been building. The new US Army task order adds to a series of contract...
NYSE:HP
NYSE:HPEnergy Services

Helmerich & Payne (HP) EPS Loss In Q1 2026 Tests Profitability Recovery Narratives

Helmerich & Payne (HP) opened Q1 2026 with revenue of about US$1.0 billion and a basic EPS loss of US$0.97, as net income excluding extra items came in at a loss of US$96.7 million. Over the last year, the company has seen quarterly revenue stay around the US$1.0 billion mark while EPS has swung from a profit of US$0.55 in Q1 2025 to losses of US$1.64 in Q3 2025, US$0.58 in Q4 2025, and now US$0.97 in Q1 2026. This sets up a results season in which investors are likely to focus on how quickly...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Selective Insurance Group Insider Buying Aligns With Tighter Board Governance

Selective Insurance Group director increased a personal stake in the company through a recent share purchase. The transaction coincides with board approved amendments to the company’s bylaws on director eligibility and leadership responsibilities. The combination of insider buying and governance updates is drawing attention from existing shareholders and potential investors. Selective Insurance Group, traded as NasdaqGS:SIGI, is drawing fresh interest after this insider move at a share...
NYSE:BKH
NYSE:BKHIntegrated Utilities

Black Hills (BKH) Earnings Growth And 12.6% Margin Reinforce Steady Compounder Narrative

Black Hills reported fourth quarter FY 2025 revenue of US$635.5 million with basic EPS of US$1.39, alongside trailing twelve month revenue of US$2.3 billion and EPS of US$3.99 that reflects steady earnings over the past year. The company has seen revenue move from US$2.1 billion and EPS of US$3.70 on a trailing basis in Q3 FY 2024 to US$2.3 billion and EPS of US$3.99 by Q4 FY 2025. This sets up a story where the key question is how much of that earnings power is repeatable. With a trailing...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

O'Reilly Automotive (ORLY) Same Store Sales Growth Reinforces Steady Bullish Narratives

O'Reilly Automotive (ORLY) has wrapped up FY 2025 with fourth quarter revenue of US$4.4b and basic EPS of US$0.72, alongside trailing 12 month revenue of US$17.8b and EPS of US$2.98 that frame the latest print in a broader context. Over recent quarters, the company has seen revenue range from US$4.1b to US$4.7b and quarterly EPS move between US$0.63 and US$0.86, giving investors a clear view of how sales and earnings have tracked through the year. With net income, EPS and margins all firmly...
NYSE:PFS
NYSE:PFSBanks

A Look At Provident Financial Services (PFS) Valuation After Earnings Beat Buyback And Dividend Update

Provident Financial Services (PFS) is back on investors’ radar after reporting better than expected fourth quarter earnings, updating its 2026 outlook, and pairing a fresh buyback authorization with a reaffirmed quarterly dividend. See our latest analysis for Provident Financial Services. The recent earnings beat, updated 2026 outlook and fresh buyback and dividend decisions have coincided with a sharp improvement in sentiment. A 30 day share price return of 16.81% and a 1 year total...
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:COMP
NYSE:COMPReal Estate

Is It Too Late To Consider Compass (COMP) After Its Strong Multi‑Year Share Price Run?

If you are asking whether Compass at US$12.04 still offers value or has already run too far, this breakdown is written for you. The stock has seen a 7.6% decline over the last 7 days, but is up 11.2% over 30 days, 14.7% year to date and 58.2% over the past year, with a very large 3 year return of 204.8%. This naturally raises questions about what is already priced in and what is not. Recent attention on Compass has centered on its position in the US real estate brokerage space and how...
NYSE:ETR
NYSE:ETRElectric Utilities

A Look At Entergy (ETR) Valuation After Recent Share Price Gains

Entergy stock snapshot after recent performance moves Entergy (ETR) is on investors’ radar after a recent stretch where the stock showed a 0.1% move over the past day, 0.9% over the week and 3.8% over the past month. See our latest analysis for Entergy. At a share price of US$96.89, Entergy’s recent 1 month share price return of 3.8% sits alongside a 3.2% year to date share price gain. Its 1 year total shareholder return of 20.3% points to momentum that has been building over a longer...
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...
NYSE:AHR
NYSE:AHRHealth Care REITs

Does American Healthcare REIT's (AHR) Interim CEO Shift Reveal Strength or Strain in Boardroom Governance?

American Healthcare REIT, Inc. announced that Chief Executive Officer and President Danny Prosky took a medical leave of absence effective February 3, 2026, with Board Chairman Jeffrey T. Hanson stepping in as Interim CEO and President to work closely with the senior leadership team. This temporary leadership change puts corporate governance and succession planning in the spotlight, as investors assess how board-level oversight supports operational continuity. We will now examine how the...