U.S. Hospitality Stock News

NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

Is TPG’s (TPG) Tech-Driven Insurance Push Reframing Its Core Value-Creation Playbook?

TPG has launched Third Wave Insurance, a new technology-focused retail insurance brokerage led by industry veteran Brian Bair, alongside its first partnership with Palmer & Cay, a long-established independent brokerage in the Southeastern U.S. that will keep its brand and leadership under CEO Jack Cay. This move highlights TPG’s push to build a modern insurance distribution platform by combining digital tools with Palmer & Cay’s longstanding regional franchise and sector expertise. Next,...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

Evolv School Security Expansion And What It May Mean For EVLV Stock

Evolv Technologies Holdings expanded its partnership with East Baton Rouge Parish Schools to deploy additional AI-based weapons detection systems across more campuses. The rollout extends the use of Evolv’s security technology across the Louisiana school district as part of its broader safety initiatives. Evolv Technologies Holdings, listed as NasdaqCM:EVLV, is drawing fresh attention as its AI-based weapons detection systems reach more K 12 schools in East Baton Rouge Parish. The company’s...
NYSE:ENVA
NYSE:ENVAConsumer Finance

A Look At Enova International (ENVA) Valuation After Strong 2025 Earnings Results

Enova International (ENVA) is back in focus after reporting fourth quarter and full year 2025 results. Management pointed to strong small business and consumer lending activity and targeted marketing that supported revenue and net income. See our latest analysis for Enova International. The earnings release and recent share repurchases have come after a strong run, with Enova International’s 90 day share price return of 26.75% and a 1 year total shareholder return of 35.72%, while shorter...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Is Adsett’s Board Appointment And Breakthrough DT120 Status Altering The Investment Case For Definium Therapeutics (DFTX)?

Definium Therapeutics, Inc. recently appointed veteran biopharmaceutical executive Roger Adsett to its Board of Directors, effective January 29, 2025, while analysts initiated positive coverage emphasizing its late-stage brain health pipeline, including FDA Breakthrough Therapy Designation for DT120 in generalized anxiety disorder. Adsett’s extensive track record in global drug launches and building commercial organizations at companies such as Insmed, Shire, and AstraZeneca adds experienced...
NYSE:UGI
NYSE:UGIGas Utilities

UGI’s Earnings Miss And LPG Divestitures Could Be A Game Changer For UGI (UGI)

UGI Corporation has reported fiscal first-quarter 2026 results, with revenue rising to US$2,083 million while net income fell to US$297 million, alongside earnings per share that came in just below analyst expectations. Alongside these mixed results, UGI is reshaping its business through LPG divestitures and the newly created Chief Strategy Officer role to sharpen its enterprise strategy. Against this backdrop, we’ll examine how the earnings miss and ongoing portfolio reshaping influence...
NYSE:RES
NYSE:RESEnergy Services

Is RPC (RES) Pricing Look Attractive After Recent Share Price Weakness?

If you are wondering whether RPC's current share price offers good value or just more volatility, you are not alone. A closer look at its valuation can help frame that decision. The stock recently closed at US$5.66, with returns of a 10.9% decline over the past week, a 2.1% decline over the last month, a 2.4% gain year to date, and a 6.1% decline over the past year. The 3 year return is a 34.7% decline and the 5 year return is a 19.9% gain. Recent commentary around RPC has focused on how its...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries Q1 Net Margin Strength Tests Valuation Concerns For Bulls And Bears

Q1 2026 snapshot and how it fits the Powell Industries story Powell Industries (POWL) opened fiscal 2026 with Q1 revenue of US$251.2 million and basic EPS of US$3.42, setting a clear benchmark for how its current earnings power looks heading into the rest of the year. The company reported quarterly revenue of US$241.4 million and EPS of US$2.89 in Q1 2025 compared with US$251.2 million and EPS of US$3.42 in Q1 2026. Trailing 12 month EPS reached US$15.51 on revenue of about US$1.1 billion,...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

FuboTV (FUBO) Loss Narrows To US$6m In Q1 2026 Testing Bullish Turnaround Narrative

FuboTV (FUBO) kicked off Q1 2026 with revenue of about US$1.5b and a basic EPS loss of US$0.02, alongside net income excluding extra items of a US$6.0m loss. The company has seen quarterly revenue move from US$1.06b in Q4 2024 to US$1.11b in Q1 2025 and US$1.55b in Q1 2026, while trailing twelve month basic EPS sits at a loss of US$0.35 and net income excluding extra items at a US$123.7m loss. That mix of strong top line scale and ongoing losses sets up a results season in which investors...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital Q4 Loss Challenges Bullish Narratives Around Earnings Turnaround

Galaxy Digital (NasdaqGS:GLXY) just closed FY 2025 with Q4 revenue of about US$10.2 billion and a basic EPS loss of US$2.69, as net income remained in the red at a loss of US$481.7 million. Over recent quarters the company has seen revenue range from roughly US$10.2 billion to US$29.2 billion, with EPS swinging between a loss of US$2.69 and a profit of US$1.19. This underscores how volatile the earnings profile has been around a current share price of US$20.16. For investors, the latest print...
NYSE:OSCR
NYSE:OSCRInsurance

Oscar Health’s First Profit Shifts Focus To Growth, Costs And Volatility

Oscar Health (NYSE:OSCR) reports profitability for the first time in its history. The company attributes this milestone to operational restructuring and tighter cost control. Management highlights strong membership trends as a key pillar of the recent performance. Oscar Health operates as a technology focused health insurer that aims to simplify the member experience and healthcare access. The broader health insurance sector has been shaped by rising medical costs, ongoing regulatory...
NYSE:KGS
NYSE:KGSEnergy Services

Is Kodiak Gas Services (KGS) Pricing Make Sense After Recent Share Price Rebound?

If you are wondering whether Kodiak Gas Services is still attractively priced after recent moves, you are not alone. This article walks through what the current share price could mean for value focused investors. The stock recently closed at US$42.40, with returns of 4.7% over the last 7 days, 16.0% over the past month, and 12.6% year to date, while the 1 year return sits at a 6.6% decline. Recent coverage of Kodiak Gas Services has focused on its share price performance over different time...