U.S. Hospitality Stock News

On February 13, 2026, ACK Asset Management LLC disclosed a new position in Rogers (NYSE:ROG), acquiring 436,707 shares in an estimated US$39.99 million trade, representing 5.0% of the fund's reported 13F assets. This new institutional stake highlights growing professional investor attention on Rogers’ role in engineered materials for electric vehicles, wireless infrastructure, aerospace, defense, and industrial applications. We’ll now examine how ACK Asset Management’s sizable new position...

Mid-America Apartment Communities (MAA) is back in focus after reporting fourth quarter and full year 2025 results alongside 2026 earnings guidance, with analysts reassessing the stock as Sunbelt apartment demand expectations come under scrutiny. See our latest analysis for Mid-America Apartment Communities. Recent trading has been choppy for Mid-America Apartment Communities, with a 1-day share price return of 1.58% at US$135.55 and a 90-day share price return of 3.93%. The 1-year total...

In recent months, PACCAR highlighted an improved 2026 outlook as executives reported early signs of demand recovery, stronger order intake, and higher expected margins after removing tariff surcharges. At the same time, institutional investor CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM increased its PACCAR holdings while corporate insiders continued to sell shares, underscoring a divergence between long-term external buying and internal profit-taking. Now we’ll examine how this brighter...

Ecolab Inc. recently reported its fourth-quarter 2025 results, with revenue rising to US$4,196 million and net income reaching US$563.9 million, alongside higher earnings per share compared with the prior year period. For 2025 as a whole, revenue increased to US$16.08 billion while full-year earnings per share edged slightly lower, as Ecolab continued to return cash to shareholders through a long-running buyback that has retired nearly 22% of its shares. We’ll now examine how Ecolab’s...

Vestis Corporation’s first-quarter 2026 results, reported in February 2026, showed sales of US$663.39 million versus US$683.78 million a year earlier and a net loss of US$6.39 million compared with prior net income of US$0.832 million. Despite weaker revenue and a swing to loss, management reaffirmed full-year 2026 guidance, signaling confidence even as valuation views and forward earnings forecasts remain widely varied. Next, we’ll examine how reaffirmed full-year guidance despite a...

HF Sinclair (DINO) is back in focus after completing its purchase of Industrial Oils Unlimited. The move broadens its U.S. lubricants footprint as the share price touches a fresh 52 week high. See our latest analysis for HF Sinclair. The completion of the Industrial Oils Unlimited deal comes as HF Sinclair’s share price has moved to US$58.53, with a 20.36% 1 month share price return and a 61.80% 1 year total shareholder return, suggesting momentum has been building recently. If this...

What Shake Shack’s recent returns might be telling investors Shake Shack (SHAK) has recently seen mixed share performance, with a 1 day return of about a 1% decline, a 7 day return near a 9% decline, and a month return around an 11% decline. See our latest analysis for Shake Shack. Looking beyond the latest pullback, Shake Shack’s 90 day share price return of about 2% and year to date share price return near 6% sit alongside a 1 year total shareholder return of roughly 19% decline and a 3...

Earlier this month, Allegro MicroSystems introduced the ACS37017 Hall-effect current sensor, completing a high-performance portfolio that targets speed, power density, and accuracy needs in power electronics for AI data centers, electrified vehicles, and clean energy systems. The ACS37017’s integrated high-voltage isolation and factory-calibrated architecture, delivering a typical 0.55% sensitivity error over lifetime and temperature, underscores Allegro’s focus on ultra-precise current...

If you are asking yourself whether Royal Gold is still fairly priced after its strong run, this article will walk through what the current share price might be implying. Royal Gold's share price last closed at US$286.10, with stated returns of 2.5% over 7 days, 7.9% over 30 days, 29.4% year to date, 96.7% over 1 year, 143.0% over 3 years and 175.3% over 5 years. Recent coverage around Royal Gold has focused on its role as a precious metals royalty and streaming company, which can behave...

Modine Manufacturing (NYSE:MOD) has completed its shift into a pure-play climate solutions manufacturer following the spin-off of its Performance Technologies segment. The company is reporting strong momentum in AI data center cooling solutions, with long-term agreements anticipated with major hyperscalers. This move reshapes Modine’s business profile around higher margin climate and infrastructure opportunities tied to AI growth. For investors watching NYSE:MOD, the company now presents a...

Earlier this week, Barclays upgraded Gossamer Bio to a “Strong Buy” rating, as institutional ownership climbed above 81% and attention centered on its lead investigational drug seralutinib for pulmonary arterial hypertension and related conditions. This combination of a stronger Wall Street stance and concentrated institutional exposure highlights how closely investors are watching seralutinib’s clinical and commercial potential. Against this backdrop, we’ll explore how Barclays’ upgrade and...

In the past quarter ended December 31, 2025, Entergy Corporation reported revenue of US$2,958.94 million and net income of US$235.78 million, with diluted earnings per share from continuing operations of US$0.51, while also issuing full‑year 2026 earnings guidance of US$4.25 to US$4.45 per share. Management highlighted roughly 3.5 gigawatts of new electric service agreements and a US$43.00 billion capital plan through 2029, underlining how rising industrial and data center demand is...

Earlier this month, Transocean Ltd. announced new contract fixtures for two harsh-environment semisubmersibles in Norway, adding approximately US$184 million of firm backlog and extending work on Transocean Encourage and Transocean Enabler through late 2027. This fresh backlog supports higher utilization of some of Transocean's most capable rigs, underscoring the resilience of demand for harsh-environment offshore drilling capacity. We’ll now examine how these new Norwegian harsh-environment...

Fluence Energy (FLNC) is back in focus after Q1 2026 results came in mixed, with wider losses and softer margins, even as revenue, new orders, and full year guidance all pointed in a different direction. See our latest analysis for Fluence Energy. The mixed Q1 update and record backlog came after a sharp pullback, with a 31.83% 1 month share price return decline, even though the 1 year total shareholder return of about 187% still signals strong longer term momentum. If this kind of volatility...

If you are wondering whether Rezolve AI at around US$2.27 is a bargain or a value trap, you are not alone. The stock's recent moves have raised plenty of valuation questions. The share price has seen sharp declines, with a 16.8% drop over the last 7 days and a 50.8% decline over the past month, while the 1 year return sits at a 22.3% loss and the 3 year return at a 77.4% loss. These moves have come as investors search for clearer signals on Rezolve AI's long term prospects and how its AI...

Ranger Investment Management and Patient Capital Management have recently opened substantial new positions in Chime Financial, NasdaqGS:CHYM. The fresh stakes align with strong year over year revenue and sales growth at Chime, along with an increase in active users. These investments come while the company is still reporting operating losses, drawing attention from both current and potential shareholders. Chime Financial operates as a digital focused financial services platform, targeting...

Oracle (ORCL) is back in the spotlight after winning new U.S. government cloud deals, including a US$88 million Air Force contract and a CMS migration, even as investors weigh heavy AI infrastructure spending and client concentration risks. See our latest analysis for Oracle. These wins with the Air Force, CMS, and large public sector clients come after a sharp reset in expectations, with a 30 day share price return of a 16.2% decline and a 90 day share price return of a 27.37% decline, even...

Willis Towers Watson (NasdaqGS:WTW) has upgraded its RiskAgility FM U.S. Library models with new AI tools and support for the VM-22 regulatory framework. The move comes as AI powered insurance quoting platforms raise fresh questions about the role of traditional brokers and consultants. The update is aimed at helping clients handle more complex risk modeling while staying aligned with emerging compliance requirements. For investors watching NasdaqGS:WTW, the timing is important. The stock...

In early February 2026, NetScout Systems reported third-quarter fiscal 2026 results showing slightly lower year-over-year revenue of US$250.68 million but higher net income of US$55.14 million, and it updated investors that its May 2022 share repurchase plan had concluded with 3,478,951 shares bought back for US$73.48 million. The company also raised its full-year fiscal 2026 guidance, tightening revenue expectations to US$835 million–US$870 million and nudging up its GAAP earnings per share...

Honeywell International (NasdaqGS:HON) plans to accelerate the spin off of its Aerospace division into a separate company. The company reports Q4 results that exceed prior expectations, alongside higher orders and a larger backlog. The combination of the faster spin off timeline and strong order activity signals a significant shift in Honeywell's portfolio mix. Honeywell International, known for its mix of aerospace systems, industrial automation and building technologies, is now putting...

In the past week, MSA Safety reported fourth-quarter and full-year 2025 results, with Q4 sales of US$510.91 million and earnings per share slightly above analyst expectations, while also completing a US$109.97 million share repurchase program initiated in May 2024. Management emphasized strong momentum in the higher-growth detection segment, a solid balance sheet, and an active mergers and acquisitions pipeline as it pursues additional inorganic growth opportunities alongside continued...

Why Paylocity Holding (PCTY) is on investors’ radar today Recent trading in Paylocity Holding (PCTY) has drawn attention after a period of pressure on the share price. This has prompted investors to reassess how the company’s current valuation lines up with its fundamentals. See our latest analysis for Paylocity Holding. At a share price of US$107.13, Paylocity’s recent 2.8% 1-day share price gain follows a 30-day share price return of 24% and a 1-year total shareholder return decline of 51%,...

Recent performance snapshot for Nexa Resources Nexa Resources (NEXA) has quietly put up a mixed return profile, with a small gain over the past month, a decline over the past week, and a strong rise over the past 3 months. See our latest analysis for Nexa Resources. With the share price at US$11.93, Nexa Resources is coming off a sharp 1 day share price return of 6.04% and a 90 day share price return of 93.98%, while its 1 year total shareholder return of 119.85% suggests momentum has been...

Napco Security Technologies (NSSC) caught investor attention after a softer Consumer Price Index print fueled expectations for interest rate cuts, which lifted technology shares and pushed the stock up about 5.4% in the latest session. See our latest analysis for Napco Security Technologies. That move sits on top of a stronger trend, with a 30 day share price return of 14.38% and a 1 year total shareholder return of 74.99%. This suggests momentum has been building as investors react to...