U.S. Hospitality Stock News

In recent months, SELLAS Life Sciences Group has reported encouraging clinical data in leukemia, including a 46% response rate and favorable FDA designations for its oncology programs. These updates have drawn heightened attention to SELLAS as an emerging player in cancer therapeutics, despite ongoing losses and substantial research spending. Against this backdrop, we’ll explore how the encouraging leukemia trial results shape SELLAS Life Sciences Group’s investment narrative for long-term...

Oshkosh (OSK) has quietly built a strong track record, with the stock up about 40% over the past year as steady revenue and earnings growth reshape how investors value this industrial name. See our latest analysis for Oshkosh. That momentum has not come out of nowhere, with the recent pullback in the 1 day share price move sitting against a near 40% year to date share price return and a roughly 40% one year total shareholder return. This suggests investors are steadily repricing Oshkosh for...

Jabil (JBL) has been quietly rewarding patient shareholders, with the stock up about 19% over the past month and nearly 12% in the past 3 months, well ahead of broader benchmarks. See our latest analysis for Jabil. Zooming out, that recent strength builds on a powerful backdrop, with a roughly 64 percent year to date share price return and a five year total shareholder return above 460 percent suggesting momentum is still very much intact. If Jabil has you rethinking what consistent execution...

Recent performance and why Elevance Health is on investors’ radar Elevance Health (ELV) has been quietly grinding higher, with shares up about 4% over the month and roughly 8% in the past 3 months, even as the stock remains down year to date. See our latest analysis for Elevance Health. The latest move to around $343.30 continues a steady recovery, with the 3 month share price return of 8.4% contrasting with a weaker year to date share price return and a muted 1 year total shareholder return...

Otis Worldwide has completed its landmark installation for Montréal’s Réseau Express Métropolitain light metro, supplying 22 escalators and 57 custom elevators with energy‑saving ReGen drives and real‑time monitoring tied into the network’s centralized control system. The project not only enhances accessibility and sustainability for up to 150,000 daily passengers but also adds a 5‑year service contract that deepens Otis’s recurring maintenance and monitoring role in one of Québec’s largest...

ACV Auctions (ACVA) has been under pressure after soft quarterly results and stubbornly low margins pushed the stock down about 51% over the past six months. This has forced investors to reassess its path to sustainable profitability. See our latest analysis for ACV Auctions. Despite the recent bounce, with a 1 month share price return of 16.01 percent and a 7 day share price return of almost 7 percent, ACV Auctions is still carrying a heavy year to date share price decline and a 1 year total...

Capital One Financial (COF) is back in the spotlight after a wave of upbeat brokerage calls tied to its upcoming January 22 earnings, where the market is primed for strong year over year profit growth. See our latest analysis for Capital One Financial. Those upbeat calls are landing after a powerful run, with Capital One’s 1 month share price return of 18.88 percent helping drive a 38.92 percent year to date gain and a hefty 3 year total shareholder return of 191.54 percent. This suggests...

In the most recent quarter, PVH Corp. reported a 3% year-over-year increase in inventory costs, with tariffs accounting for roughly two-thirds of the rise and an unmitigated US$65 million impact projected on FY25 earnings before interest and taxes. An interesting takeaway is that, despite these tariff-driven cost pressures, PVH is emphasizing confidence in its inventory management approach and its ability to offset the headwind over time. Next, we’ll examine how the rising tariff-driven...

Pentair (PNR) just doubled down on rewarding shareholders by lifting its quarterly dividend by 8% for a 50th straight year and rolling out a new $1 billion share repurchase plan. See our latest analysis for Pentair. Those richer shareholder returns are landing after a steady year, with a mid single digit year to date share price return and a powerful three year total shareholder return suggesting momentum is still quietly building rather than fading. If Pentair's mix of dependable cash flows...

Earlier this week, Crown Holdings reported past quarterly results showing revenues of US$3.20 billion, up 4.2% year on year, with adjusted diluted earnings per share rising 13% and segment income 4% above the prior-year quarter, helped by 12% volume growth in its European Beverage segment and a 27% increase in European segment income. Despite this strong operational performance and guidance that surpassed analyst expectations, recent filings indicate increased insider share sales, raising...

Winnebago Industries recently reported past first-quarter 2026 results showing sales of US$702.7 million and net income of US$5.5 million, while raising its fiscal 2026 guidance to consolidated net revenues of US$2.8–3.0 billion and reported EPS of US$1.40–2.10. Alongside stronger profitability, the company affirmed its US$0.35 quarterly dividend, filed a US$44.60 million ESOP-related shelf registration, and appointed long-time director John M. Murabito as board chair, signaling ongoing...

Wells Fargo just launched coverage on Arcellx (ACLX), spotlighting its experimental CAR T therapy for multiple myeloma as a potential future treatment pillar, and investors are now reassessing what the stock might be worth. See our latest analysis for Arcellx. The upbeat coverage comes after a choppy stretch, with Arcellx posting a steep double digit year to date share price loss but still delivering a strong three year total shareholder return. This suggests momentum is pausing rather than...

If you are wondering whether Paycom Software is a hidden bargain or a value trap at today’s price, this article will walk you through what the numbers are really saying. The stock has had a rough run, with the share price down 20.4% year to date and 23.0% over the last year, even though it has been roughly flat over the past month at 0.7%. Investors have been digesting a mix of headlines around competition in payroll and HR software and Paycom’s ongoing push to win larger enterprise clients...

Regeneron Pharmaceuticals (REGN) just picked up an important regulatory win in Japan, where Dupixent was cleared to treat severe pediatric asthma, and the stock is reacting as investors reassess its long term growth story. See our latest analysis for Regeneron Pharmaceuticals. That backdrop of new Dupixent approvals comes after a powerful run, with roughly a 41 percent 90 day share price return and a solid 5 year total shareholder return of about 65 percent, suggesting momentum is still very...

In recent weeks, Strategy Inc. paused its Bitcoin purchases and raised about US$748 million via common stock sales, lifting its USD reserve to roughly US$2.20 billion to cover preferred dividends and debt interest. This shift toward a larger cash buffer marks a meaningful evolution in Strategy’s Bitcoin-first treasury model, prioritizing liquidity and balance-sheet resilience over immediate crypto accumulation. We’ll now examine how this move to build a sizable cash reserve reshapes...

Morgan Stanley previously upgraded its rating on The Hershey Company from “Equal Weight” to “Overweight,” highlighting a potential rebound after one of the most significant periods of negative revisions in the company’s history, even as higher input costs continued to weigh on margins. This shift in analyst sentiment comes as Hershey leans on its broad global confectionery and snacks portfolio, innovation efforts, and sustainability focus to reinforce its positioning within the consumer...

Earlier this month, GoDaddy expanded its Agent Name Service (ANS) with a new ANS Marketplace and a suite of ANS-verified AI agents, while also teaming up with Prime Video’s Fallout series to showcase its Airo® tools through an interactive Ma June’s Sundries digital storefront. Together, these launches highlight how GoDaddy is trying to anchor itself at the intersection of small-business AI workflows and trusted agent identity infrastructure. Next, we'll examine how GoDaddy's ANS Marketplace...

Earlier this month, Kinsale Capital Group amended its debt agreements to loosen restrictions on dividends and buybacks, while also authorizing a new US$250 million share repurchase program after completing US$100 million of prior buybacks. This combination of greater flexibility for returning capital and continued repurchases offers fresh insight into how management views the company’s balance sheet strength and capital priorities. Next, we’ll examine how this added flexibility for...

Rush Street Interactive (NYSE:RSI) recently drew attention after a Jefferies analyst reiterated a positive rating, highlighting its online casino and sports betting operations across North America and Latin America, alongside elevated options activity and meaningful institutional involvement. An important angle for investors is how expected tax relief in Colombia and ongoing regulatory support for online wagering could interact with RSI’s relatively modest operating margin and lagging...

Kanzhun Limited recently reshaped its leadership, with former Chief Financial Officer and executive Director Phil Yu Zhang becoming Chief Strategy Officer, Vice President Wenbei Wang stepping up as Deputy Chief Financial Officer, and Vice President of Human Resources Yang Mu joining the board as an executive Director, effective 11 December 2025. These appointments shift finance, strategy, and human resources voices at the top table, potentially influencing how Kanzhun balances growth...

Carvana Co. (NYSE:CVNA) recently joined the S&P 500 and S&P Global 1200, while exiting a Russell small-cap growth index, after reporting record third-quarter 2025 unit and revenue growth. Alongside its index promotion, Carvana is amplifying brand reach through new sports partnerships, including NASCAR paint schemes and title sponsorship of a major pickleball tournament in early 2026. We’ll now examine how Carvana’s elevation into the S&P 500 reshapes its investment narrative and longer-term...

RH, the luxury home furnishings retailer, just posted higher third quarter revenue and earnings, but the story has quickly shifted as big options players position bearishly, hinting at choppier trading ahead. See our latest analysis for RH. That backdrop helps explain why, even with improving revenue and earnings, RH’s 30 day share price return of 22.41% looks more like a relief rally within a longer losing streak. The year to date share price return of negative 53.69% and one year total...

Essent Group stock: recent move and what is driving it Essent Group (ESNT) shares have quietly climbed about 5% over the past month, adding to strong year to date gains. That upside has investors asking whether the mortgage insurer’s fundamentals still justify fresh buying. See our latest analysis for Essent Group. Zooming out, that steady 30 day share price return of about 5% sits on top of a roughly 21% year to date share price gain and an impressive three year total shareholder return of...

Alkami Technology (ALKT) just landed on activist radar, with Jana Partners disclosing a new stake and openly urging the company to explore a sale. The firm argues that Alkami’s growth and sticky customer base are underappreciated. See our latest analysis for Alkami Technology. The activist interest lands after a tough stretch, with Alkami’s share price down sharply on a year to date basis and the 1 year total shareholder return also in negative territory. However, the 3 year total shareholder...