U.S. Hospitality Stock News

Corpay (CPAY) just posted its FY 2025 results with Q4 revenue of US$1.2b and basic EPS of US$3.81, capped by trailing twelve month revenue of US$4.5b and EPS of US$15.25. The company has seen revenue move from US$1.0b in Q1 2025 to US$1.2b in Q4, while quarterly EPS ranged from US$3.46 to US$4.03 over the year, giving investors a clear view of how the top line and per share profitability have tracked through the fiscal period. With net profit margins easing over the past year, this latest...

Recent focus on Zimmer Biomet Holdings (ZBH) centers on its dividend track record and payout safety, which contrasts with softer recent share returns and has prompted investors to reassess the stock’s income appeal. See our latest analysis for Zimmer Biomet Holdings. At a share price of $88.73, Zimmer Biomet’s near term share price momentum has been mixed. The 7 day share price return is 3.15%, but the 30 day share price return shows a 6.35% decline. Longer term total shareholder returns over...

Rocket Companies is repositioning itself beyond mortgages, integrating Redfin and launching AI driven tools as part of a broader real estate and financial platform push. The company has rolled out Redfin's conversational AI app and promoted the "Great American Home Search" campaign during the Super Bowl to raise brand visibility and deepen consumer engagement. These moves follow its acquisitions of Redfin and Mr. Cooper, aiming to build an ecosystem that covers more of the homeownership...

Cisco Systems (NasdaqGS:CSCO) has signed a 15 year Virtual Power Purchase Agreement to back four new solar projects in Poland. The agreement is linked to one of Europe’s more carbon intensive power grids, directing long term support to additional renewable capacity. At the same time, Cisco is expanding its role in artificial intelligence infrastructure through global partner programs and AI focused events with companies such as Nvidia. Cisco is also using its AI and networking capabilities...

In early February 2026, The Hanover Insurance Group reported past fourth-quarter and full-year 2025 results showing higher revenue and net income year on year, alongside earnings per share that exceeded analyst expectations despite revenue landing slightly below some forecasts. At the same time, Hanover completed a long-running share repurchase program totaling 9,073,341 shares for about US$1.17 billion since 2018, highlighting an emphasis on shareholder returns alongside improved operating...

Intel hired Eric Demers as Chief GPU Architect to lead its renewed push into high performance GPUs for AI workloads. The company is working with SoftBank backed Saimemory to commercialize next generation Z Angle Memory tailored for AI use cases. Reports of supply shortages for Intel server CPUs, particularly affecting customers in China, highlight strain in data center supply chains. Intel (NasdaqGS: INTC) is trying to reset its role in AI and data center computing as it sits at a current...

Advance Auto Parts (AAP) is back on investors’ radar after CEO Shane O’Kelly pushed through store closures, asset sales, and a revamped loyalty program, drawing fresh hedge fund interest and more supportive analyst coverage. See our latest analysis for Advance Auto Parts. At a share price of $52.93, Advance Auto Parts has seen a 30-day share price return of 27.97% and a 36.10% year to date share price return. Its 1-year total shareholder return of 10.79% contrasts sharply with a 62.73% total...

If you are wondering whether Jefferies Financial Group at around US$56.51 is offering fair value or an opportunity, you are not alone. This article is built to help you frame that question clearly. The stock has recently been weak in the short term, with returns of a 7.7% decline over 7 days, a 14.7% decline over 30 days, and an 11.0% decline year to date. However, the 3 year and 5 year returns of 58.3% and 138.8% show a very different picture from a longer lens. Recent market commentary...

Lennar (LEN) is back in the spotlight after reports tied the homebuilder to a proposed rent to own housing initiative that could involve up to one million entry level homes and large private investment. See our latest analysis for Lennar. The rent to own proposal and Lennar’s new Dry Canyon community arrive as the 1 month share price return of 8.47% and 7 day gain of 3.72% contrast with a 90 day share price decline of 5.08%. At the same time, the 5 year total shareholder return of 42.12%...

Sify Technologies (SIFY) has drawn attention after recent trading moves left the stock with a 1 day return of around an 8% decline and a 7 day return near a 10% decline, despite strong longer term figures. See our latest analysis for Sify Technologies. Despite the recent 1 day and 7 day share price declines, Sify Technologies still sits at a share price of US$13.34, with a 30 day share price return of 6.29% and a very large 1 year total shareholder return, hinting that short term volatility...

Sigma Lithium (SGML) is back in focus after Brazil’s mining regulator formally confirmed the safety of its waste piles, following inspections that addressed misinformation. The inspections coincided with the restart of Mine 1 and ongoing Phase 2 expansion work. See our latest analysis for Sigma Lithium. The share price has been volatile around this news, with a 1 day share price return of a 6.83% decline and a 30 day share price return of a 29.39% decline. However, a 90 day share price return...

Recent commentary around HubSpot (HUBS) centers on its operational discipline, growing adoption of multiple hubs within its CRM platform, and early traction for agentic AI. Together, these factors are sharpening investor focus on long-term business positioning. See our latest analysis for HubSpot. Despite interest around HubSpot's AI ambitions and continued hiring in research and sales, the share price has come under pressure, with a 30 day share price return of 43.56% decline and a 1 year...

Aflac (NYSE:AFL) reported a major cybersecurity breach affecting personal data of about 22.65 million individuals. The company has begun notifying impacted customers and is monitoring for fraudulent activity linked to the incident. Alongside the breach disclosure, Aflac announced a 5.2% dividend increase and continued share repurchases. Aflac, a large provider of supplemental health and life insurance, now has two very different storylines for investors to watch: a significant data breach...

United Parcel Service (NYSE:UPS) is cutting jobs as part of a broad operational overhaul focused on automation and profitability. The company is reworking its network, reducing exposure to lower margin business such as Amazon volumes and emphasizing higher margin segments. UPS is rolling out more automation and RFID technology while targeting customers in areas like healthcare and small and mid sized businesses. UPS shares recently closed at $116.55, with the stock up 10.0% over the past...

If you are wondering whether Apollo Global Management's share price still lines up with its fundamentals, you are not alone. Many investors are asking whether the recent moves have opened up value or signalled a shift in expectations. The stock recently closed at US$126.08, after a 6.3% decline over the last 7 days, a 17.4% decline over 30 days and a 14.0% decline year to date. However, its 3 year and 5 year returns of 94.1% and 179.7% show a very different picture over longer periods. These...

British power company Drax is facing scrutiny over wood pellet mills in Southern towns, where residents report pollution concerns and limited local job creation. Community groups question whether the facilities, supported by tax breaks and government subsidies, deliver meaningful economic benefits to nearby neighborhoods. The debate highlights growing attention on how industrial projects across the southern U.S. balance environmental impact, public health, and long term local...

Palo Alto Networks recently rolled out the next generation of its NextWave Partner Program, shifting incentives toward platform-centric, AI-era security outcomes and deeper integration across network, cloud, and security operations. By encouraging partners to move away from point products and toward unified platforms, the program could materially reshape how cybersecurity services are packaged, delivered, and monetized across its ecosystem. We’ll explore how this pivot toward platformization...

Winnebago Industries, Inc. recently announced it will redeem US$100,000,000 of its US$200,000,000 6.250% Senior Secured Notes due 2028 on February 20, 2026, at 100% of principal plus accrued and unpaid interest. This partial redemption highlights the company’s emphasis on balance sheet strength and financial flexibility, using available cash to reduce secured debt. Next, we’ll examine how this move to cut higher-cost secured debt influences Winnebago Industries’ broader investment...

The Trump administration is reportedly exploring a partial sale of Federal National Mortgage Association to private investors. The move would mark a shift from Fannie Mae’s 17 year federal conservatorship toward a mixed public and private ownership structure. Any sale proposal is expected to focus on the future role of government backing in the U.S. housing finance system. For investors tracking OTCPK:FNMA, the stock last closed at $8.27, with a value score of 3 and a very large 3 year...

General Mills (NYSE:GIS) and GHOST® have expanded their collaboration with the launch of high protein versions of select iconic cereals. The new products aim to pair familiar cereal flavors with increased protein content to appeal to consumers focused on functional nutrition. This move reflects General Mills' effort to refresh established brands while targeting health conscious breakfast and snacking habits. For you as an investor, this launch sits at the intersection of packaged food,...

BML Capital Management has exited its entire position in Alumis (NasdaqGS:ALMS). The move aligns with Alumis filing a new shelf registration. The company is also preparing to appear at several major investor conferences. BML Capital Management stepping away from Alumis puts fresh attention on how the market views the biotech name. Alumis, which focuses on drug development, now heads into a period where it is updating its capital markets toolkit through a shelf registration while also...

If you are wondering whether NXP Semiconductors' current share price lines up with its underlying worth, you are not alone. This article is built to help you judge that for yourself using clear valuation checks. The stock last closed at US$222.13, with a 4.9% decline over the past 7 days and a 9.7% decline over the past 30 days, while its year to date return is 0.4% and its 1 year return is 4.4%, compared with 23.8% over 3 years and 24.9% over 5 years. Recent attention on NXP Semiconductors...

Mid-America Apartment Communities (MAA) is back in focus after reporting fourth quarter and full year 2025 results. The company beat Wall Street expectations on funds from operations and laid out fresh 2026 earnings guidance. See our latest analysis for Mid-America Apartment Communities. Despite beating expectations on funds from operations and outlining 2026 guidance, the recent earnings release and news of a planned US$53 million class action settlement have coincided with a 1 month share...

ICF announced it had secured a US$21,000,000, three-year contract, with up to two option years, to lead environmental reviews for the Diridon Station Redevelopment Project in San Jose, California, providing project management, technical studies, data analysis, regulatory reviews, and community engagement. Separately, ICF reported achieving Cybersecurity Maturity Model Certification Level 2 after an in-depth third-party assessment, potentially strengthening its position in bidding for complex...