U.S. Hospitality Stock News

NasdaqCM:SBET
NasdaqCM:SBETHospitality

Is It Time To Reassess Sharplink (SBET) After Recent Share Price Slide?

If you are wondering whether Sharplink's current share price reflects its true value, you are not alone. The stock's recent track record gives plenty to think about before making any decisions. Sharplink's share price last closed at US$7.08, after a 29% decline over the past week and a 31.1% decline over the past month. It is still sitting 40.5% higher than a year ago and remains well below its 3 year return of a 90.4% decline. Recent coverage around Sharplink has focused on its role in the...
NYSE:OWL
NYSE:OWLCapital Markets

Is Blue Owl Capital (OWL) Now Offering Value After Its Steep Share Price Decline

If you are wondering whether Blue Owl Capital’s current share price reflects good value, you are not alone. This article is designed to help you weigh what the numbers are really saying. The stock has recently been under pressure, with returns of a 16.8% decline over 7 days, a 24.0% decline over 30 days and a 21.2% decline year to date, on top of a 49.4% decline over the past year. This comes even though the 3 year and 5 year returns sit at 2.0% and 37.6% respectively. These moves have put...
NasdaqCM:SMPL
NasdaqCM:SMPLFood

Is Simply Good Foods (SMPL) Quietly Rewriting Its Governance Playbook With Scalzo’s Board Return?

After The Simply Good Foods Company’s 2026 Annual Meeting of Stockholders, the board appointed Joseph E. Scalzo as director to fill the vacancy created by Geoff E. Tanner’s mid-January departure, while shareholders approved a new equity incentive plan and re-elected ten directors and the auditor for fiscal 2026. This combination of leadership changes and a refreshed incentive plan highlights how Simply Good Foods is reshaping governance and executive incentives to align management and...
NYSE:F
NYSE:FAuto

Is It Too Late To Consider Ford Motor (F) After A 48% One-Year Share Price Rally?

If you are wondering whether Ford Motor's current share price still offers value, or if most of the easy gains are already on the table, this article walks through what the numbers say about the stock. Over the last year, Ford Motor's share price return is 48.3%, compared with 3.6% year to date and 2.6% over the last month. These moves may have shifted how some investors think about its growth potential and risk profile. Recent coverage around Ford Motor has focused on how the company is...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Jack Henry And Associates (JKHY) Margin Improvement Challenges Slower Growth Narrative

Jack Henry & Associates (JKHY) just posted its Q2 2026 numbers, with revenue of US$619.3 million and basic EPS of US$1.72, alongside net income of US$124.7 million. The company has seen revenue move from US$573.8 million in Q2 2025 to US$619.3 million in Q2 2026, while basic EPS went from US$1.34 to US$1.72 over the same stretch. This performance is supported by trailing twelve month EPS of US$6.98 on revenue of US$2.5 billion, and highlights an increasingly important story about how margins...
NYSE:CSL
NYSE:CSLBuilding

Carlisle Companies (CSL) Margin Compression Challenges Bullish Earnings Narratives

Carlisle Companies (CSL) closed out FY 2025 with Q4 revenue of US$1,127.7 million and basic EPS of US$3.21, alongside net income excluding extra items of US$133.4 million. This gives investors a clear view of its core earnings power. Over the last six reported quarters, the company has seen quarterly revenue move between US$1,095.8 million and US$1,449.5 million, while basic EPS has ranged from roughly US$3.16 to US$5.93. This sets the backdrop for how the latest results fit into its recent...
NYSE:RMD
NYSE:RMDMedical Equipment

ResMed Builds Digital Sleep Apnea Ecosystem As Investors Track Valuation

ResMed (NYSE:RMD) is expanding its digital health ecosystem around sleep apnea diagnosis and treatment, supported by tools such as myAir, AirView, and Brightree. Recent developments in wearable screening devices and new FDA approvals are broadening access to sleep apnea testing and connecting more patients to ResMed's digital platform. Following a major competitor recall, ResMed has strengthened its position in the CPAP market, reinforcing its role in long-term respiratory care. For...
NYSE:MGM
NYSE:MGMHospitality

MGM Resorts (MGM) Margin Rebound In Q4 Challenges Bears On Profitability Concerns

MGM Resorts International (MGM) closed out FY 2025 with fourth quarter revenue of US$4.6 billion and basic EPS of US$1.10, alongside net income of US$293.6 million, putting a clean set of headline numbers in front of investors. Over recent quarters, the company has seen revenue move from US$4.3 billion in Q4 2024 to US$4.3 billion in Q1 2025, US$4.4 billion in Q2, US$4.3 billion in Q3 and back to US$4.6 billion in Q4. Quarterly basic EPS shifted from US$0.52 to US$0.52, US$0.18, a loss of...
NYSE:CWT
NYSE:CWTWater Utilities

California Water Service Group Gains Policy Seat While Valuation Signals Mixed Picture

California Water Service Group Chairman and CEO Marty Kropelnicki has joined the newly formed CalCEO Council. The council brings together 22 CEOs from across California to advise on statewide economic policy and community affordability. The move signals a broader policy role for California Water Service Group beyond its core utility operations. For you as an investor watching NYSE:CWT, this development puts the company in a more visible policy seat at the state level. With the share price...
NYSE:KVUE
NYSE:KVUEPersonal Products

Is It Time To Reconsider Kenvue (KVUE) After The Johnson & Johnson Spin Off?

Wondering whether Kenvue shares offer good value at around US$18.01, or if the price already reflects most of the story? This article walks through what the numbers say so you can decide how it fits your portfolio. Over the shorter term, Kenvue's share price return sits at 3.9% over 7 days and 7.1% over 30 days, while the year to date return is 4.0% and the 1 year return is a 9.6% decline. Recent headlines around Kenvue have focused on its position as a standalone consumer health company and...
NYSE:AMTM
NYSE:AMTMProfessional Services

A Look At Amentum Holdings (AMTM) Valuation After Recent Nuclear Contract Wins

Amentum Holdings (AMTM) is back in focus after a series of nuclear sector wins, including fresh contract awards with Electricite de France and new build planning work in the Netherlands, as well as involvement in a nuclear waste borehole demonstration. See our latest analysis for Amentum Holdings. Those nuclear wins have coincided with a sharp pickup in momentum, with a 90 day share price return of 67.28% and a 1 year total shareholder return of 60.71% from a last close of $36.45. Recent...
NYSE:NRP
NYSE:NRPOil and Gas

Does NRP’s “Fortress” Balance Sheet Goal and Carbon Storage Optionality Reshape Its Investment Narrative?

Natural Resource Partners L.P. has highlighted its ongoing progress toward a “fortress” balance sheet built around durable mineral assets, consistent free cash flow, and a target of US$30 million in cash with no permanent debt, a goal it had expected to reach within about a year at the time of the commentary. Beyond its extensive coal-focused mineral portfolio, the partnership also controls substantial unleased carbon sequestration pore space, which could provide an additional longer-term...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

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

If you are wondering whether FormFactor’s share price still represents good value after a strong run, you are not alone. This article is designed to help you frame that question clearly. FormFactor closed at US$71.57 recently, with a 1.4% decline over the last week, a 14.2% gain over 30 days, a 20.9% return year to date, 74.1% over 1 year and 147.3% over 3 years. This naturally raises questions about what is already priced in. These moves sit against a backdrop of ongoing interest in...
NasdaqCM:MLTX
NasdaqCM:MLTXBiotechs

MoonLake Immunotherapeutics (MLTX) Is Down 7.5% After FDA Fast Track Nod For Sonelokimab In PPP – Has The Bull Case Changed?

Recently, MoonLake Immunotherapeutics reported that the FDA’s Dermatology Division granted Fast Track designation to sonelokimab for moderate-to-severe palmoplantar pustulosis, following supportive Phase 2 LEDA data, while analysts responded divergently to the company’s broader pipeline outlook after the past VELA-2 trial failure in hidradenitis suppurativa. This mix of accelerated regulatory attention for palmoplantar pustulosis and elevated approval risk for hidradenitis suppurativa puts...
NasdaqGS:DOX
NasdaqGS:DOXIT

Is Amdocs (DOX) Now An Opportunity After Recent Share Price Weakness?

If you are wondering whether Amdocs at around US$73 is a bargain or a value trap, you are asking the right question for this stock right now. The share price is at US$73.06, with returns of a 10.7% decline over the last week, a 9.8% decline over the last month, an 8.9% decline year to date, a 15.0% decline over 1 year, and a 4.2% gain over 5 years. These moves could change how investors view both risk and opportunity. Recent coverage of Amdocs has focused on its role as a software and...
NYSE:STT
NYSE:STTCapital Markets

Is State Street (STT) Still Attractive After Strong Multi Year Share Price Gains

If you are wondering whether State Street's recent share price puts it at a premium or still leaves room for value, you are not alone. The stock recently closed at US$132.03, with returns of 3.1% over the last 7 days, a 0.7% decline over 30 days, 2.3% year to date, 36.9% over 1 year, 56.0% over 3 years, and 108.9% over 5 years. These moves have come as investors continue to reassess large financial institutions and asset servicers, with market attention often cycling between balance sheet...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

Assessing CorVel (CRVL) Valuation After Prolonged Share Price Weakness

Context for CorVel’s recent share performance CorVel (CRVL) has been drawing attention after a stretch of weaker share returns, including about a 5% decline over the past day and deeper pullbacks over the past month and past 3 months. See our latest analysis for CorVel. The recent 1 day share price return of a 4.85% decline sits within a wider losing streak, with the 1 year total shareholder return down 61.79%, suggesting momentum has been fading over both short and longer timeframes. If...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Is It Too Late To Consider Lincoln Electric (LECO) After Its Strong Multi‑Year Rally?

If you are wondering whether Lincoln Electric Holdings is priced attractively after its recent run, the next sections will walk through what the market might be implying about its value today. The stock closed at US$285.82, with returns of 6.7% over 7 days, 13.6% over 30 days, 17.3% year to date, 50.0% over 1 year, 73.4% over 3 years, and 164.9% over 5 years. These figures can change how investors think about both upside potential and risk. Recent news coverage has focused on Lincoln...
NYSE:MUX
NYSE:MUXMetals and Mining

Does McEwen (MUX)'s Gold Bar Exploration Push Signal a Strategic Shift in U.S. Project Focus?

McEwen Inc. recently reported new drill results from the Gold Bar Mine Complex in Nevada, including its best hole to date at Windfall, and outlined plans to advance the Windfall, Lookout Mountain and Unity Ridge deposits through updated Mineral Resource Estimates and development work. An interesting angle for investors is that Windfall sits on private land and Unity Ridge is already within the existing Plan of Operations, which may allow faster permitting compared with typical US gold...
NYSE:MNSO
NYSE:MNSOMultiline Retail

A Look At MINISO Group Holding's Valuation After Strong Quarter And IP Driven Global Expansion

MINISO Group Holding (MNSO) is back in focus after its latest fiscal quarter came in ahead of company guidance, supported by global store expansion and a push into proprietary intellectual property programs. See our latest analysis for MINISO Group Holding. Despite the strong quarter and IP-focused expansion plans, MINISO’s 30-day share price return of 6.03% and 90-day share price return of 11.08% declines suggest recent momentum has cooled, even though the 3-year total shareholder return of...
NYSE:DOV
NYSE:DOVMachinery

Dover (DOV) Is Up 6.8% After Confident 2026 EPS Outlook And Major Buyback Completion – Has The Bull Case Changed?

Dover Corporation recently reported fourth-quarter 2025 results showing higher sales and earnings per share from continuing operations, issued 2026 guidance targeting GAAP EPS of US$8.95–US$9.15 on 5%–7% revenue growth, and confirmed completion of a US$1.04 billions share repurchase program begun in 2023. While full-year net income and total EPS were well below the very large prior-year figures, management’s willingness to provide growth-oriented guidance and retire 3.9% of shares...
NYSE:CLH
NYSE:CLHCommercial Services

Clean Harbors (CLH) Valuation Check After Recent Share Price Momentum

Clean Harbors (CLH) is back on investors’ radar after recent share performance, with the stock last closing at $260.95. This has prompted a closer look at how its current valuation lines up with fundamentals. See our latest analysis for Clean Harbors. Clean Harbors’ share price has been firming over the past few months, with a 30 day share price return of 6.89% and a 90 day share price return of 27.22%, while its 1 year total shareholder return of 10.46% and 5 year total shareholder return of...
NYSE:INGR
NYSE:INGRFood

Reassessing Ingredion (INGR) After Recent Share Price Gains And DCF Valuation Gap

If you are wondering whether Ingredion's share price still offers value after its recent moves, this article walks through what the current market price might be implying about the business. The stock last closed at US$119.96, with returns of 3.0% over 7 days, 8.6% over 30 days, 9.3% year to date, 28.7% over 3 years and 58.9% over 5 years, while the 1 year return sits at a 2.5% decline, which can change how investors think about both risk and upside. Recent coverage around Ingredion has...
NYSE:SOLV
NYSE:SOLVMedical Equipment

Solventum (SOLV) Valuation Check After Diamond Hill Large Cap Fund Takes New Position

Solventum (SOLV) is back in focus after Diamond Hill Large Cap Fund disclosed a new position. The move highlights the recently spun off healthcare company’s standalone profile, refreshed leadership, and focus on revenue growth and product mix. See our latest analysis for Solventum. Those fund flows and the upcoming fourth quarter 2025 results webcast sit against a mixed recent trading picture, with a 90 day share price return of 15.4%, a 30 day share price return decline of 5.3%, and a year...