U.S. Hospitality Stock News

NYSE:DOC
NYSE:DOCHealth Care REITs

Healthpeak Properties (DOC) Posts Steady FFO Challenging Bearish Cash Flow Narratives

Latest FY 2025 results set the stage Healthpeak Properties (DOC) has wrapped up FY 2025 with Q4 revenue of US$719.4 million, basic EPS of US$0.16, and Funds From Operations of US$328.6 million, giving investors a fresh read on both reported earnings and REIT cash generation. Over the past six quarters, revenue has ranged from US$694.3 million to US$719.4 million a quarter, while EPS has moved between a loss of US$0.17 and a profit of US$0.16. This highlights how accounting earnings can swing...
NYSE:URI
NYSE:URITrade Distributors

Is It Too Late To Consider United Rentals (URI) After Recent Share Price Pullback?

For readers considering whether United Rentals at around US$848 a share is still a solid deal or if the easy money has already been made, this article explains what the current price implies about value. The stock has had a mixed run, with a 6.1% decline over the last 7 days and a 4.4% decline over the last 30 days, while still showing a 15.9% return over 1 year, 90.6% over 3 years, and 216.3% over 5 years. Recent attention on United Rentals has focused on its role as a major equipment...
NasdaqGM:MVIS
NasdaqGM:MVISElectronic

A Look At MicroVision (MVIS) Valuation As Interest Rises In Contract Wins For LiDAR And ADAS

Why MicroVision Is Back on Investor Radar Interest in MicroVision (MVIS) has picked up as traders focus on its push to move beyond research and development into real-world automotive contracts for advanced driver-assistance systems and autonomous driving. This renewed attention centers on whether MicroVision can turn its LiDAR and perception software portfolio into signed partnerships and production programs, a shift that would directly test the high-risk, high-reward narrative around the...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Capital Southwest JV Targets First Out Loans And Potential Value Upside

Capital Southwest (NasdaqGS:CSWC) has formed a joint venture with a private credit asset manager to target first out senior secured debt in the lower middle market. The partnership introduces an off balance sheet private fund structure that aims to widen Capital Southwest's deal access and funding options. The move is intended to expand the range of capital solutions available to clients and may influence future shareholder returns. At a current share price of $23.22, Capital Southwest...
NYSE:ATO
NYSE:ATOGas Utilities

Atmos Energy (ATO) Q1 EPS Strength Reinforces Bullish Earnings Growth Narratives

Atmos Energy (ATO) opened fiscal Q1 2026 with revenue of US$1.3b and EPS of US$2.48, alongside trailing twelve month revenue of US$4.9b and EPS of US$7.78 that frame the latest print within a steadily building earnings profile. Over recent quarters, revenue has moved from US$1.2b in Q1 2025 to US$1.3b in Q1 2026, while quarterly EPS has shifted from US$2.25 to US$2.48, supported by trailing twelve month net income of about US$1.2b. This keeps the focus firmly on how durable current margin...
NasdaqGS:CALM
NasdaqGS:CALMFood

A Look At Cal-Maine Foods (CALM) Valuation After Q2 Results And Clean Egg Acquisition

Cal-Maine Foods (CALM) has just combined a softer second-quarter fiscal 2026 earnings update, as egg prices normalized from earlier highs, with the acquisition of Clean Egg LLC’s Texas production assets, which expands its specialty cage-free and free-range footprint. See our latest analysis for Cal-Maine Foods. The recent second quarter update and Clean Egg acquisition come after a mixed run for investors, with a 9.61% 1 month share price return and a 10.45% year to date share price return...
NYSE:PAR
NYSE:PARSoftware

Assessing PAR Technology (PAR) Valuation After Recent Share Price Pullback

PAR Technology stock performance snapshot PAR Technology (PAR) has drawn investor attention after a sharp pullback, with the share price at $23.57 and negative returns over the past week, month, past 3 months, year, and 5 years. See our latest analysis for PAR Technology. At the current share price of $23.57, PAR Technology’s short term momentum has weakened, with a 7 day share price return of 17.44% and a 30 day share price return of 34.89%, while the 1 year total shareholder return of...
NYSE:HMN
NYSE:HMNInsurance

Improved Combined Ratios And 9.5% Net Margin Challenge Horace Mann Educators Valuation Concerns

Horace Mann Educators (HMN) just wrapped up FY 2025 with Q4 revenue of US$434.8 million and basic EPS of US$0.89, rounding out a year in which trailing twelve month revenue reached about US$1.7 billion and EPS came in at roughly US$3.97. The company has seen quarterly revenue move from US$409 million in Q4 2024 to US$434.8 million in Q4 2025, with basic EPS over that span ranging between US$0.71 and US$1.42, highlighting how efficiently those premiums and fees are translating into profit. For...
NasdaqGM:SGMT
NasdaqGM:SGMTBiotechs

Assessing Sagimet Biosciences (SGMT) Valuation After Positive Denifanstat Phase 3 Acne Trial Results

Sagimet Biosciences (SGMT) is back on investors’ radar after partner Ascletis Pharma reported that Denifanstat, also known as ASC40, met all primary and secondary endpoints in a Phase 3 acne trial. See our latest analysis for Sagimet Biosciences. Despite the positive Phase 3 acne data, Sagimet’s 1 day share price return was a 7.32% decline to US$6.08. Its 30 day share price return of 9.75% contrasts with a 20.94% decline over 90 days and a 1 year total shareholder return of 18.52%, suggesting...
NYSE:RYN
NYSE:RYNSpecialized REITs

Is Rayonier (RYN) Pricing Reflect Its DCF And P/E Valuation Gap Today

If you are wondering whether Rayonier is attractively priced at its current level, or if you are better off waiting, this article walks through what the numbers say about value. Rayonier shares most recently closed at US$22.77, with returns of 1.2% over 7 days, 2.4% over 30 days, 5.4% year to date, and a 1 year return of a 1.9% decline alongside 3 year and 5 year returns of 18.5% and 9.9% declines. Recent coverage has focused on Rayonier's position as a timber and real estate investment...
NasdaqGS:JJSF
NasdaqGS:JJSFFood

J&J Snack Foods (JJSF) Margin Squeeze Challenges Bullish Earnings Growth Narratives

J&J Snack Foods (JJSF) opened fiscal 2026 with Q1 revenue of US$343.8 million and basic EPS of US$0.05, while trailing twelve month revenue stood at about US$1.6 billion with EPS of US$3.16. Over recent quarters the company has seen revenue move from US$426.8 million in Q4 2024 to US$454.3 million in Q3 2025 and US$410.2 million in Q4 2025, alongside quarterly EPS figures that ranged from US$1.52 to US$2.27 over that stretch before the latest step down. With trailing net margins compressing...
NasdaqGM:PDYN
NasdaqGM:PDYNMachinery

Are Palladyne AI’s (PDYN) New Defense Wins Quietly Redefining Its Core Competitive Moat?

Palladyne AI Corp. recently announced two defense wins: a mission-critical missile propulsion subsystem contract with a major U.S. defense prime and an Air Force Research Laboratory HANGTIME award leveraging its SwarmOS™ platform for coordinated autonomous systems across space, air, maritime, and land. Together, these contracts deepen Palladyne AI’s role in the U.S. defense industrial base, extend its technology stack into satellites, and add roughly US$1,000,000 of expected 2026 revenue...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Is It Too Late To Consider Buying Woodward (WWD) After Its Strong Share Price Run?

For readers wondering whether Woodward is still reasonably priced after a strong run, or if the value case has started to thin out, this article focuses squarely on what the current share price might imply. Woodward last closed at US$373.31, with returns of 14.5% over 7 days, 15.9% over 30 days, 20.1% year to date, 97.5% over 1 year, 266.5% over 3 years and 234.1% over 5 years. These figures naturally raise questions about how much of the story might already be reflected in the price. Recent...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

Assessing PC Connection (CNXN) Valuation After Recent Share Price Moves

Why PC Connection is on investors’ radar today PC Connection (CNXN) has attracted attention after recent share price moves, with the stock closing at $60.15. That is putting fresh focus on how its current valuation compares with its fundamentals. See our latest analysis for PC Connection. Recent moves, including a 2.31% 1 day share price return and a 5.75% year to date share price return, sit alongside a 1 year total shareholder return of 15.34% decline. As a result, short term momentum...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global E Online Partnership Renewal With Shopify And Shift To Profitability

Global-E Online (NasdaqGS:GLBE) renewed its multi-year commercial partnership with Shopify, reinforcing its role in supporting Shopify merchants with cross border e-commerce solutions. The company recently reported GAAP profitability, reaching a key profitability threshold alongside its existing relationship with one of the largest e-commerce platforms. Global-E Online focuses on helping brands sell internationally by handling localization, payments, and logistics for cross border...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

TTM Technologies Deepens Defense Role With Raytheon Deal And Index Shift

TTM Technologies (NasdaqGS:TTMI) announced a multi year supply agreement with Raytheon for the LTAMDS air and missile defense program. The company was added to the S&P MidCap 400 index, a change that can influence how index tracking funds and institutional investors view the stock. TTM reported upcoming board retirements and the appointment of two new directors, including a former U.S. Secretary of the Army and an experienced aerospace executive. TTM Technologies focuses on printed circuit...
NYSE:RVTY
NYSE:RVTYLife Sciences

Revvity (RVTY) Deepens AI And Buybacks Strategy: Is Diagnostics Now Its Core Value Engine?

In early February 2026, Revvity, Inc. reported fourth-quarter 2025 results showing higher sales of US$772.06 million and improved earnings, as well as full-year 2025 revenue of US$2.86 billion alongside lower net income and diluted EPS than the prior year. Beyond the headline beat, management highlighted 7% organic growth in the diagnostics segment, share repurchases of over US$800 million, and new AI-enabled drug discovery tools such as Signals Synthetica as evidence of progress in the...
NYSE:CDP
NYSE:CDPOffice REITs

A Look At COPT Defense Properties (CDP) Valuation As Earnings Optimism Lifts Recent Share Price Moves

COPT Defense Properties earnings anticipation and recent stock move COPT Defense Properties (CDP) is back in focus as traders position ahead of its February 5, 2026 quarterly earnings release, with expectations centered on an earnings per share figure of $0.47. The stock has drawn interest as investors weigh those earnings expectations, recent share price gains over the past month, and relatively modest annual revenue growth compared with other real estate names. See our latest analysis for...
NYSE:IEX
NYSE:IEXMachinery

Idex (IEX) Margin Compression Tests Bullish Premium P E Narrative

IDEX (IEX) closed out FY 2025 with Q4 revenue of US$899.1 million and basic EPS of US$1.72, alongside net income of US$128.3 million, setting the tone for how investors digest the latest print. Over the last few quarters, the company has seen revenue move from US$862.9 million in Q4 2024 to US$899.1 million in Q4 2025, while basic EPS shifted from US$1.63 to US$1.72. This gives a clearer picture of how the top line and per share earnings have tracked together. With a trailing net profit...
NYSE:FND
NYSE:FNDSpecialty Retail

Assessing Floor & Decor (FND) Valuation As Store Expansion Continues Despite Softer Housing Market

Why Floor & Decor Holdings (FND) is back on investors' radar Floor & Decor Holdings (FND) is drawing fresh attention after persisting with an aggressive store expansion plan despite softer housing activity. This is prompting investors to reassess how its growth ambitions line up with current market conditions. See our latest analysis for Floor & Decor Holdings. At a share price of US$70.10, Floor & Decor has seen firm near term momentum, with a 30 day share price return of 9.77% and a 90 day...
NYSE:OUT
NYSE:OUTSpecialized REITs

Is OUTFRONT Media (OUT) Using Formula E Miami To Redefine Its Sports Advertising Edge?

OUTFRONT Media announce that it has been named the Official Out-of-Home Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated., gaining Formula E IP rights to run branded campaigns and fan activations across Miami and South Florida during and around race weekend. This agreement extends OUTFRONT’s growing presence around major sports and cultural events while highlighting its sustainability efforts, from LED conversions to transit-focused...
NasdaqCM:SGML
NasdaqCM:SGMLMetals and Mining

Brazil Ruling Eases Sigma Lithium Fears As Ramp Up Continues

Brazil's mining regulator confirmed the safety of Sigma Lithium's waste piles, directly addressing recent media allegations around its operations. The regulator's statement supports the continued ramp up of Sigma Lithium's Brazilian operations without additional safety restrictions. The clarification comes as the company, trading as NasdaqCM:SGML, faces heightened scrutiny over environmental and operational risks. For investors watching NasdaqCM:SGML, this regulatory confirmation follows a...
NYSE:ALL
NYSE:ALLInsurance

Allstate’s Bigger Payouts And Buyback Raise Questions On Future Returns

Allstate (NYSE:ALL) announced a significant dividend increase following its Q4 results. The company also authorized a new $4b share repurchase program. These capital return measures were introduced after reporting strong Q4 performance. Allstate is a major US property and casualty insurer, with a core focus on auto and home coverage for retail customers. The latest capital return announcement arrives as insurers continue to manage claims costs, pricing, and catastrophe exposure. All of...
NYSE:JKS
NYSE:JKSSemiconductor

A Look At JinkoSolar Holding’s Valuation After New Cybersecurity Certification For Jinko ESS

JinkoSolar Holding (NYSE:JKS) is back in focus after its North American energy storage unit, Jinko ESS, received IEC 62443-2-4 cybersecurity certification, an independent audit that could matter for utility and data center oriented investors. See our latest analysis for JinkoSolar Holding. The IEC 62443-2-4 news lands after a sharp 8.46% 1-day share price return to US$27.56. However, the 90-day share price return is a 3.57% decline and the 3-year total shareholder return is a 37.52% loss,...