U.S. Hospitality Stock News

McCormick stock: what the recent performance tells you McCormick (MKC) has drawn fresh attention after a recent stretch of mixed returns, with the share price roughly flat year to date, modest gains over the past 3 months, and a 1 year total return decline. For investors, that combination of muted near term moves and weaker 1 year performance raises a simple question: does the current price around $67.42 fairly reflect a business generating US$6.84b in revenue and US$789.4m in net income, or...

Figma (NYSE:FIG) reports accelerating revenue growth and deeper customer spend, with large-customer revenues and annual revenue run rate reaching record levels. The company expands its AI focus through the acquisition of an AI-focused startup, reinforcing its product roadmap around AI driven design capabilities. These business updates arrive after recent analyst downgrades and a sharp share price pullback, drawing attention to fundamentals rather than sentiment. Figma sits at the center of...

Otis Worldwide (OTIS) is back in focus after its latest quarterly report delivered year-on-year revenue and profit growth but fell short of Wall Street revenue forecasts, particularly in new equipment and repair driven service. See our latest analysis for Otis Worldwide. The stock has been choppy around its latest earnings and dividend declaration, with a 5.19% 7 day share price return but a 3.56% decline in 1 year total shareholder return, so recent momentum contrasts with more muted longer...

First BanCorp (FBP) is drawing investor attention after recent trading, with the stock closing at $23.22 and showing positive returns over the past month and past 3 months. That move is prompting a closer look. See our latest analysis for First BanCorp. The recent 1 month share price return of 10.0% and 3 month share price return of 16.0% build on a year to date share price return of 11.1%. The 5 year total shareholder return of 171.5% shows how long term holders have been rewarded. If this...

Arrowhead Pharmaceuticals (ARWR) has opened fiscal 2026 with Q1 revenue of US$264.0 million and basic EPS of US$0.22, supported by net income of US$30.8 million as the company continues to build on its move into profitability over the past year. Over recent quarters, revenue has shifted from US$2.5 million in Q1 2025 to US$542.7 million in Q2 2025, US$27.8 million in Q3 2025, US$256.5 million in Q4 2025, and now US$264.0 million in Q1 2026. EPS has moved from a loss of US$1.39 per share in Q1...

Recent commentary on Henry Schein highlights that its organic revenue growth has lagged industry benchmarks over the past two years, while returns on capital have also contracted, suggesting rising competitive pressures on its core distribution business. These trends raise questions about whether Henry Schein’s existing product mix, pricing, and go-to-market approach remain sufficient to defend its position in increasingly contested healthcare markets. Against this backdrop, we will examine...

In early February 2026, DocuSign came under pressure as part of a broader software sector sell-off tied to concerns about artificial intelligence reshaping specialized software markets. The release of Anthropic’s AI-powered legal automation tools intensified worries that new AI capabilities could encroach on DocuSign’s core workflows and weaken traditional SaaS models. We’ll now look at how these AI disruption fears, particularly around Anthropic’s legal tools, may influence DocuSign’s...

Digital Realty Trust (DLR) closed out FY 2025 with Q4 revenue of US$1.6b and basic EPS of US$0.26, while funds from operations reached US$657.9m, giving investors a clear read on both top line scale and REIT specific cash generation. Over the last few quarters, the company has seen revenue move from US$1.40b in Q4 2024 to US$1.64b in Q3 2025 and then to US$1.64b in Q4 2025, with basic EPS ranging from US$0.54 in Q4 2024 to US$0.17 in Q3 2025 and US$0.26 in Q4 2025. With trailing twelve month...

Guardant Health (NasdaqGS:GH) reported results from a landmark study of its Guardant Reveal liquid biopsy test for minimal residual disease in resected stage III colon cancer. The study, conducted with Mayo Clinic and the Alliance for Clinical Trials in Oncology, is described as the largest published analysis of circulating tumor DNA in this setting. Published in the Journal of Clinical Oncology, the data indicate that Guardant Reveal more accurately predicts recurrence and survival than...

Rambus Inc. has reported past fourth-quarter 2025 results showing revenue of US$190.24 million and net income of US$63.84 million, alongside full-year 2025 revenue of US$707.63 million and net income of US$230.46 million. The company also issued first-quarter 2026 guidance that breaks out expected licensing, royalty, product, and contract revenues, offering investors a detailed look at its anticipated revenue mix. With this fresh earnings report and granular revenue guidance, we’ll now...

Why the latest earnings and analyst update matter for Eagle Materials (EXP) Eagle Materials (EXP) reported third quarter results showing lower net income and earnings per share compared with a year earlier, while a well followed analyst trimmed their outlook and prompted investors to reassess the stock’s risk reward profile. See our latest analysis for Eagle Materials. Despite softer quarterly earnings and a more cautious analyst stance, Eagle Materials’ recent share price performance has...

Banc of California, Inc. recently declared a quarterly common stock dividend of US$0.12 per share, a 20% increase, and reaffirmed a quarterly US$0.4845 per depositary share dividend on its 7.75% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series F, payable in March and April 2026 to holders of record on the specified dates. This combination of a higher common dividend and continued preferred payouts highlights the bank’s current emphasis on returning cash to shareholders through...

In late January 2026, Stride, Inc. reported past second-quarter results showing higher sales of US$631.26 million and increased net income of US$99.48 million, while also issuing third-quarter revenue guidance of US$615 million to US$645 million and full-year 2026 revenue guidance of US$2.48 billion to US$2.56 billion. Management highlighted that strong enrollment and revenue growth in the Career Learning segment, alongside reaffirmed full-year revenue guidance and a higher adjusted...

Centene (CNC) just closed out FY 2025 with Q4 revenue of US$45.1b and a basic EPS loss of US$2.24, capping a trailing twelve month period where revenue reached US$176.2b and basic EPS stood at a loss of US$13.53. The company has seen quarterly revenue move from US$36.6b in Q4 2024 and US$37.3b in Q3 2024 to the current US$45.1b and US$45.3b in Q4 and Q3 2025. Over the same periods, EPS shifted from US$0.57 and US$1.37 in those 2024 quarters to losses of US$2.24 and US$13.50 in the latest 2025...

WEC Energy Group (WEC) closed out FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$0.97, supported by net income of US$316.6m. The trailing twelve months show revenue of US$9.8b and EPS of US$4.84 on net income of US$1.56b. Over the past few quarters, the company has reported revenue in a range from US$2.0b to US$3.1b, and quarterly EPS between US$0.77 and US$2.28. Trailing twelve month revenue increased from US$8.6b in late 2024 to US$9.8b in late 2025. Taken together, the...

UnitedHealth Group (UNH) is back in focus after its stock sold off sharply on worries about minimal proposed increases in Medicare Advantage rates, rising medical costs, softer 2026 revenue guidance, and restructuring related pressures. See our latest analysis for UnitedHealth Group. At a share price of US$276.65, UnitedHealth Group has seen a 19.04% 1 month share price decline and a 46.22% 1 year total shareholder return loss. The 1 day share price gain of 3.02% hints at sentiment trying to...

Innodata Inc. recently announced it has been selected by Palantir Technologies to provide high-quality training data, specialized annotation, multimodal data engineering, and generative-AI workflow support for Palantir’s AI-enabled platforms used in rideo event analysis. This collaboration highlights Innodata’s role as a critical data partner for complex, real-world AI deployments that require precise computer vision across rich video and sensor data. Next, we’ll examine how this Palantir...

Regency Centers (REG) just paired record same property NOI growth and high shop occupancy with fresh 2026 earnings guidance and reaffirmed dividends, giving investors a new data point for assessing the REIT’s current valuation. See our latest analysis for Regency Centers. At a share price of $75.22, Regency Centers has paired its recent earnings, 2026 guidance and dividend affirmations with firm momentum, including a 7.5% 30 day share price return and a 10.7% year to date share price return,...

Blackstone Real Estate's joint venture has signed a full building lease with AI firm Anthropic in downtown San Francisco. The agreement covers a long term commitment in the emerging "AI Alley" district, one of the largest office leases in the city's history. The deal highlights demand from artificial intelligence companies for well located urban office space. For investors watching Blackstone Mortgage Trust (NYSE:BXMT), the Anthropic lease puts a spotlight on how Blackstone affiliated real...

In early February 2026, Coherent Corp. reported fiscal second-quarter results showing sales rising to US$1.69 billion and net income reaching US$146.72 million, with both basic and diluted EPS from continuing operations higher than a year earlier, and guided third-quarter revenue to a range of US$1.70 billion to US$1.84 billion. Management tied this performance to strong AI-driven datacenter and communications demand, supported by expanded production capacity, new high-speed optical...

Orchid Island Capital, Inc. reported its fourth-quarter and full-year 2025 results on January 29, 2026, with net income rising to US$103.41 million for the quarter and US$159.03 million for the year, alongside basic and diluted earnings per share of US$0.62 for the quarter and US$1.24 for the year. An interesting angle for investors is that these higher earnings came without additional share repurchases in the fourth quarter, leaving the long-running buyback program largely completed but...

Analysts revise expectations ahead of Arch Capital Group’s next earnings release Analysts have recently raised their consensus earnings estimates for Arch Capital Group (ACGL), with forecasts pointing to quarterly EPS of $2.49 and an implied 10.2% year over year change. The consensus EPS figure has shifted by 0.3% over the past month, a small but meaningful adjustment that often signals fresh thinking about how a company’s near term financials might look. See our latest analysis for Arch...

Cape Town plans to more than double municipal rates on homes used for short term rentals, including Airbnb listings. The new, higher property tax category is targeted at hosts renting out entire homes for short stays. The policy is framed as a response to housing affordability pressures and a push toward longer term rentals. For Airbnb, ticker NasdaqGS:ABNB, this marks a fresh regulatory challenge in a city that attracts international tourism and digital nomads. The stock closed at $122.18,...

Dave (DAVE) drew fresh attention after releasing preliminary, unaudited fourth quarter and full year 2025 results, indicating that revenue and adjusted EBITDA are expected to exceed prior guidance, along with improved 28 Days Past Due credit performance. See our latest analysis for Dave. The preliminary beat on guidance arrives after a volatile period for Dave’s share price, with a 1 day share price return of 17.51% and a year to date share price return decline of 16.52%, set against a 1 year...