U.S. Hospitality Stock News

NYSE:DECK
NYSE:DECKLuxury

A Look At Deckers Outdoor (DECK) Valuation After Record Q3 Results And Higher Full Year Guidance

Deckers Outdoor (DECK) has landed squarely on investors’ radar after reporting record third quarter revenue and earnings, lifting full year guidance and pairing those results with active buybacks and fresh HOKA product launches. See our latest analysis for Deckers Outdoor. That mix of record quarterly results, higher guidance, buybacks and fresh HOKA launches has been reflected in the share price, with a 7 day share price return of about 15% and a 90 day share price return of about 41%, even...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines Bets On Fleet Refresh To Deepen Premium International Growth

Delta Air Lines announced large new aircraft orders from both Airbus and Boeing, including its first direct widebody purchase from Boeing since 2008. The multibillion dollar deals are aimed at modernizing and diversifying Delta's international fleet and expanding premium capacity. The orders add to Delta's ongoing investments in premium services and long haul growth plans. For investors watching NYSE:DAL, this update comes with the stock recently trading at $70.86. The share price sits...
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:GRAL
NasdaqGS:GRALBiotechs

A Look At GRAIL (GRAL) Valuation As FDA PMA Submission For Galleri Test Reaches Final Stage

GRAIL (GRAL) is in focus after submitting the final module of its Premarket Approval application to the US Food and Drug Administration for the Galleri multi cancer early detection blood test. See our latest analysis for GRAIL. The PMA submission arrives after a sharp 6.2% 1 day share price decline to US$98.88. However, the 90 day share price return of 23.51% and 1 year total shareholder return of 187.53% still point to strong recent momentum around the company. If this kind of regulatory...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Is CrowdStrike (CRWD) Pricing Reflect Recent Pullback And Cybersecurity Momentum Accurately

If you are looking at CrowdStrike Holdings and wondering whether the current share price lines up with the underlying business, this article will walk through what the numbers are actually saying about value. The stock last closed at US$415.36, with returns of 11.5% decline over 7 days, 9.0% decline over 30 days, 8.4% decline year to date, 0.4% decline over 1 year, 262.8% over 3 years and 79.5% over 5 years. These figures give important context before comparing that price to any estimate of...
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...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI) Is Down 21.9% After Delaying Cepheus-1-108Q Amid Intensifying Quantum Rivalry

Rigetti Computing previously postponed the launch of its Cepheus-1-108Q quantum computer to at least the end of Q1 2026 due to technical issues, just as competitor IonQ announced a US$1.80 billion acquisition to build in-house manufacturing capabilities. This combination of execution risk and intensifying competition has sharpened investor focus on whether Rigetti’s technology roadmap and resources can support its long-term ambitions in quantum computing. With questions swirling around the...
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...
NYSE:CAH
NYSE:CAHHealthcare

Fresh Look At Cardinal Health (CAH) Valuation After Mixed Recent Share Performance

Fresh look at Cardinal Health after recent performance Cardinal Health (CAH) is back on many investors’ screens after a mixed stretch in the share price, with a slight 1 day decline, a small 7 day pullback, and modest gains over the past month. See our latest analysis for Cardinal Health. The recent 1 day share price decline of 5.11% comes after a steadier period, with a 90 day share price return of 4.47% alongside a very strong 1 year total shareholder return of 64.34%. This suggests earlier...
NYSE:UPS
NYSE:UPSLogistics

UPS Resets Operations With RFID Push And Shift To Higher Margins

United Parcel Service (NYSE:UPS) is rolling out RFID technology across all UPS Store locations as part of a broad operational reset. The company is investing in automation and data driven efficiency tools to improve tracking accuracy and customer experience. UPS is intentionally shifting volume away from Amazon, focusing more on higher margin areas such as healthcare and small and mid sized business deliveries. The turnaround push includes tighter cost control and follows the end of UPS's 16...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

Is Sarepta (SRPT) Quietly Redefining Its Rare Disease Strategy With a Huntington’s Trial Bet?

Sarepta Therapeutics, Inc. recently received Medsafe approval in New Zealand for its clinical trial application to begin INSIGHTT, a first-in-human Phase 1 study of SRP-1005, an investigational siRNA therapy for Huntington’s Disease that will assess safety and tolerability in about 24 participants. This marks Sarepta’s move beyond Duchenne muscular dystrophy into Huntington’s Disease, an area with no approved disease-modifying treatments targeting the underlying cause. We will now examine...
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:CRWV
NasdaqGS:CRWVIT

CoreWeave Lawsuits Versus Nvidia Investment Raise Key Execution And Valuation Questions

Multiple class action lawsuits and legal investigations have been launched against CoreWeave (NasdaqGS:CRWV) over alleged misleading statements about its AI infrastructure capabilities and data center delays. Law firms claim CoreWeave misrepresented risks tied to a key data center provider and overstated capacity, raising concerns about governance and disclosure practices. At the same time, Nvidia has agreed to invest US$2b in CoreWeave and expand their partnership around AI...
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...
NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie Vitiligo Filing Puts RINVOQ And Valuation In Fresh Focus

AbbVie has submitted regulatory applications to the FDA and EMA for upadacitinib (RINVOQ) as a potential first systemic treatment for non segmental vitiligo. The filings aim to address a major unmet need in an autoimmune skin condition that currently lacks systemic options. The move adds a new potential indication to AbbVie’s immunology pipeline and could be relevant for its broader portfolio if approvals follow. For investors watching AbbVie (NYSE:ABBV), the new vitiligo submissions come...
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...
NYSE:GIS
NYSE:GISFood

General Mills (GIS) Valuation Check After Reaffirmed 2026 Outlook And Rising Bearish Options Activity

General Mills (GIS) reaffirmed its fiscal 2026 outlook, noting pressure on third quarter earnings with an expected rebound in the fourth quarter, supported by a 53rd week and trade accrual benefits. See our latest analysis for General Mills. At a share price of $48.50, General Mills has recently seen stronger short term momentum, with a 1 month share price return of 9.31% and a 7 day gain of 9.36%. This comes even though the 1 year total shareholder return is a 14.48% loss, which hints that...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

Assessing Whether MKS Instruments (MKSI) Looks Overvalued After Its Strong Recent Share Price Momentum

MKS (MKSI) has drawn fresh attention after a period of mixed short term returns, with the stock down 4.2% over the past day but up about 20% over the past month. See our latest analysis for MKS. That 4.2% one day pullback sits against a stronger backdrop, with a 30 day share price return of 19.89%, a 90 day share price return of 42.12%, and a 1 year total shareholder return of 98.19%. This suggests momentum has been firm rather than fading. If MKS has caught your eye, this could be a good...
NasdaqGS:SRCE
NasdaqGS:SRCEBanks

Does 1st Source (SRCE) Using Higher Payouts Signal Evolving Capital Allocation Priorities?

In January 2026, 1st Source Corporation reported that for 2025 its net interest income rose to US$348.18 million and net income to US$158.28 million, while also approving a higher quarterly dividend of US$0.40 per share and completing a US$13.99 million share repurchase program. Alongside this, the bank’s net charge-offs in the fourth quarter of 2025 fell to US$0.28 million from US$0.69 million a year earlier, highlighting improving credit costs even as it returned more capital to...
NYSE:MBC
NYSE:MBCBuilding

Is MasterBrand’s (MBC) KBIS Showcase With Cambria a Subtle Upgrade to Its Premium Brand Story?

MasterBrand, Inc. announced that it is collaborating with Cambria Surfaces on a feature kitchen at the 2026 Kitchen and Bath Industry Show in Orlando, showcasing Omega Cabinetry’s new Jon micro-onlay slab door style and a wall cabinet arch door modification alongside Cambria’s latest quartz designs. This collaboration spotlights MasterBrand’s high-end Omega craftsmanship and Cambria’s customizable quartz surfaces in a single, design-forward installation, potentially reinforcing MasterBrand’s...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell Reshapes Portfolio With Aerospace Spin And Quantinuum IPO Plans

Honeywell International (NasdaqGS:HON) is planning to separate its Aerospace business in 2026. The company also holds a majority stake in quantum computing firm Quantinuum, which is anticipated to pursue an IPO in 2027. These moves could significantly change Honeywell's business mix and risk profile beyond its current reporting structure. Honeywell International, trading at $235.35 with NasdaqGS:HON, is entering this period of corporate change after a solid run in the stock. The shares are...
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...