U.S. Hospitality Stock News

Wabash National (WNC) closed out FY 2025 with Q4 revenue of US$321.5 million and basic EPS of a US$1.23 loss, compared with Q4 FY 2024 revenue of US$416.8 million and a basic EPS of a US$0.02 loss. Over recent periods, revenue has moved from US$464.0 million in Q3 2024 to US$380.9 million in Q1 2025, then to US$458.8 million in Q2 2025 and US$381.6 million in Q3 2025. EPS has swung sharply from a US$7.53 loss in Q3 2024 to US$5.41 in Q1 2025 before settling at US$0.98 in Q3 2025. For...

Victory Capital Holdings, Inc. reported past fourth-quarter 2025 results with revenue rising to US$374.12 million and net income to US$112.81 million, alongside higher quarterly earnings per share than a year earlier. For full-year 2025, the company grew revenue to US$1.31 billions and net income to US$330.06 million, even as full-year earnings per share edged lower compared with 2024. With higher fourth-quarter earnings per share standing out, we’ll now consider what these results mean for...

Sun Communities, Inc. recently announced that former Treasurer and Senior Vice President of Capital Markets, Fernando Castro-Caratini, has assumed the role of interim Chief Financial Officer following the mutual departure of Mark E. Patten, a move the board says is unrelated to any disagreements over financial policies or disclosures. The company is pairing this leadership transition with preparations to report its fourth-quarter 2025 operating results later this month, putting extra...

Event context and recent return profile Patria Investments (PAX) has been drawing attention after a period of mixed share performance, with the stock showing a 1 day return of about a 2% decline and a 7 day move of roughly a 9% decline. Over the past month the stock has returned about a 16% decline, while the past 3 months show roughly a 7% decline, set against a 1 year total return of about 25% and a 3 year total return near 8%. See our latest analysis for Patria Investments. At a share...

Perella Weinberg Partners recently announced that Daniel Avrutsky has joined as a Partner in its New York-based Technology business, where he will advise software clients focused on human capital management, the future of work, and AI, following prior senior advisory roles at Jefferies. The hire underlines Perella Weinberg Partners’ push to deepen its presence at the intersection of software and AI, an area where clients are seeking specialized advice on fast-evolving business models and...

AAON (AAON) is heading into its February 26, 2026 earnings report with several moving pieces, including margin pressure, higher capital needs, new leadership and fresh credit capacity for potential investment. See our latest analysis for AAON. At a share price of $95.24, AAON has seen a 16.89% 1 month share price return and a 20.27% year to date share price return. Its 1 year total shareholder return of 16.73% contrasts with much stronger 3 and 5 year total shareholder returns, suggesting...

StepStone Real Estate has launched S-Core, a customizable Core/Core+ real estate platform structured initially as separate accounts and guided by its House Views, while appointing industry veteran Jennifer Jones as Partner to oversee the global rollout from San Francisco. By combining a tailored account structure with leadership experienced in managing tens of billions in real estate transactions, StepStone is expanding how institutional investors can access its Core/Core+ real estate...

Five Below (NasdaqGS:FIVE) is broadening its pricing model to feature more products above the traditional $5 level. The change comes as new CEO Winnie Park and an updated management team roll out a refreshed approach to running the business. Early indications suggest management is focused on better execution and a sharper focus on core customer groups. For you as an investor, the shift beyond the classic $5 price point marks a clear change in how Five Below positions its value offering. The...

Eli Lilly (LLY) just closed out FY 2025 with fourth quarter revenue of US$19.3b and basic EPS of US$7.39, capping a year where trailing twelve month revenue reached US$65.2b and EPS came in at US$22.95. Over the last six reported quarters, revenue has moved from US$13.5b in Q4 2024 to US$19.3b in Q4 2025, while quarterly EPS shifted from US$4.88 to US$7.39 as the business scaled. With trailing net profit margins sitting well above last year and earnings growth outpacing revenue, the latest...

Johnson Controls International (JCI) opened Q1 2026 with revenue of US$5.8b and basic EPS of US$0.91, setting a clear benchmark for how its earnings story is developing this year. The company has seen quarterly revenue move from US$5.4b in Q1 2025 to US$5.8b in Q1 2026, while basic EPS shifted from US$0.55 to US$0.91 over the same periods, pointing to a tighter link between sales and profitability. With trailing 12 month earnings growth and margin expansion already on the radar, this latest...

Recently, JFrog was caught up in a broad software-sector sell-off as investors reacted to concerns that new AI automation tools, including Anthropic’s legal-focused offerings, could disrupt established software business models. At the same time, Baron Discovery Fund initiated a position in JFrog, underscoring the company’s role in software supply chain management for thousands of enterprises, including a large share of Fortune 100 customers. Next, we’ll examine how AI disruption fears,...

Soleno Therapeutics recently highlighted what it called a transformational 2025 for VYKAT XR, pointing to strong preliminary revenue and plans to release full financial results in late February. The company is also preparing for a series of investor conferences beginning 12 February, which could further spotlight its rare disease portfolio, including Diazoxide Choline Extended-Release tablets in Phase III trials for Prader-Willi Syndrome. We’ll now examine how enthusiasm around VYKAT XR’s...

nLIGHT (LASR) is back in focus after a busy run of events, from a pre-announced Q4 revenue beat in aerospace and defense to a completed US$175.0 million follow on equity offering and fresh analyst upgrades. See our latest analysis for nLIGHT. Despite the follow on offering pricing at US$44.00 per share and the latest close at US$43.86, nLIGHT’s 30 day share price return of 15.15% and 90 day gain of 47.23% suggest momentum has been building. At the same time, the 1 year total shareholder...

Badger Meter, NYSE:BMI, secured the PRASA AMI project in Puerto Rico, expanding its smart water footprint into a key international market. The company completed the integration of SmartCover into its BlueEdge smart water management platform, broadening its digital monitoring capabilities. These moves reflect progress in smart water infrastructure projects beyond regular earnings updates. Badger Meter enters this news cycle with its shares at $146.31 and a mixed recent track record,...

In recent weeks, Morgan Stanley completed a series of fixed-income offerings, including US$4.00 billion in fixed-to-floating rate notes due 2037 and several fixed-rate senior and unsecured notes maturing between 2029 and 2036, alongside reporting strong fourth-quarter 2025 results led by a rebound in investment banking and growth in wealth management. Together, this mix of fresh funding, stronger debt underwriting activity and record wealth management profitability has reinforced how Morgan...

If you are wondering whether Okta's current share price lines up with its underlying worth, you are not alone. This article is aimed squarely at unpacking that question. Okta's share price closed at US$83.42, with returns of an 8.1% decline over the last 7 days, a 4.9% decline over 30 days, a 0.3% decline year to date, a 14.4% decline over 1 year, a 9.9% decline over 3 years, and a 70.9% decline over 5 years. These movements raise questions about how the market is currently weighing growth...

Why Ares Management Is Back in Focus Ares Management (ARES) is drawing fresh attention after a double hit: a double digit share drop tied to concerns about AI risk in software focused credit portfolios and heightened interest before its upcoming quarterly earnings report. See our latest analysis for Ares Management. That sell off around AI related credit worries comes after a weaker patch for the shares more broadly, with a 30 day share price return of a 20.24% decline and a year to date...

In early 2026, Commercial Metals Company was named to Corporate Knights’ Global 100 Most Sustainable Corporations and the Clean200, while director Dennis V. Arriola increased his direct shareholdings through an open-market purchase. These sustainability accolades, combined with insider buying, highlight a growing environmental profile that may broaden the company’s appeal among ESG-oriented investors. We’ll now examine how this combination of sustainability recognition and insider share...

Keurig Dr Pepper (KDP) is back on watch for investors, with the beverage group’s recent share performance putting its fundamentals under the microscope rather than any single headline event or short term catalyst. See our latest analysis for Keurig Dr Pepper. Recent trading has been constructive, with a 1 day share price return of 1.72% at US$28.45 and a 7 day share price return of 6.51%. The 1 year total shareholder return of 5.74% and 3 year total shareholder return of 11.32% indicate that...

Smurfit Westrock (SW) is back in focus after its Board approved a quarterly dividend of $0.4523 per share, a cash return that can matter for anyone weighing income potential alongside exposure to the packaging sector. See our latest analysis for Smurfit Westrock. The dividend decision comes at a time when momentum in the shares has picked up, with an 8.53% 1 day share price return and a 24.27% 90 day share price return, while the 1 year total shareholder return of a 15.33% decline contrasts...

Event driven interest in Chefs' Warehouse Benchmark’s updated outlook on Chefs' Warehouse (CHEF), paired with the Italco Food Products acquisition and growth in the Middle East, has put the distributor’s expansion story back in focus for investors. See our latest analysis for Chefs' Warehouse. Chefs' Warehouse shares trade at US$63.60 after a 4.21% 1 month share price return and a 15.38% 1 year total shareholder return, suggesting recent news around acquisitions and Middle East growth has...

What recent returns say about Autodesk (ADSK) Autodesk (ADSK) has drawn fresh attention after a stretch of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. In this context, investors are weighing the company’s reported US$6.9b in revenue and US$1.1b in net income, along with its current value score of 3, to assess how the recent pullback lines up with its fundamentals. See our latest analysis for...

In January 2026, Surf Air Mobility Inc. announced it had partnered with the Hawaii Department of Transportation and BETA Technologies on a joint application to the federal Electric Vertical Takeoff and Landing Integration Pilot Program, aiming to integrate BETA’s ALIA electric aircraft into Hawaii’s short-haul air network via Mokulele Airlines’ operations. An interesting angle is how Mokulele’s high-frequency, ultra-short interisland routes and existing maintenance and safety infrastructure...

Why LuxExperience B.V (LUXE) is in focus ahead of earnings LuxExperience B.V (LUXE) is drawing attention as it heads into its February 10 earnings release, with the market weighing expectations of higher revenue against projections for a year over year earnings decline. Over the past month, analysts have cut their consensus EPS estimate by about 50%, pointing to more cautious sentiment on profitability even as the business is expected to report stronger top line figures for the December 2025...