U.S. Hospitality Stock News

Allstate (ALL) is drawing fresh attention as investors look ahead to its Q4 2025 earnings release, while also digesting a recent insider sale by executive Suren Gupta that has added extra focus on management activity. See our latest analysis for Allstate. Those headlines arrive after a steady run in the shares, with a 7 day share price return of 3.23% and a year to date share price return of 4.12%. The 1 year total shareholder return of 18.54% and 5 year total shareholder return of 121.39%...

NRG Energy has outlined a leadership transition, with long‑time executive Robert J. Gaudette becoming President on January 7, 2026 and succeeding Lawrence Coben as CEO after the April 2026 annual meeting, while Coben remains Chair and later advisor alongside board changes including the departure of director Kevin T. Howell. This move elevates an internal leader who has overseen NRG’s large business-to-business gas, power and generation platform, potentially shaping how the company balances...

At CES 2026, Tuya Smart unveiled Aura, an AI-powered pet companion robot that blends emotional state monitoring, interactive play, and home exploration, while also deepening its ecosystem reach into pet-centric services and broader home robotics. This launch, alongside Tuya’s recently announced Robopoet partnership for always-connected AI companions, underscores the company’s push toward “Physical AI” that extends its IoT platform into emotionally aware, mobile hardware experiences. Next,...

Penguin Solutions (PENG) moved back into the spotlight after returning to profitability in Q1 2026 and reaffirming its full year outlook, supported by AI focused computing and memory demand, as well as broader customer diversification. See our latest analysis for Penguin Solutions. The share price has been under pressure recently, with a 7 day share price return of 9.44% and a 90 day share price return of 15.43%. The 3 year total shareholder return of 14.39% is still positive, which suggests...

In February 2026, Molson Coors Beverage released its 2025 fourth-quarter and full-year results and outlined its 2026 medium-term outlook at the CAGNY Conference, opting not to hold a separate quarterly earnings call. At the same time, analysts highlighted shrinking unit sales, margin pressure from higher expenses, and a reliance on pricing and brand extensions to sustain Molson Coors’ position as a slower-growth but income-focused consumer staples name. We’ll now examine how concerns over...

In early January 2026, Hesai Technology announced it had been chosen as a lidar partner for NVIDIA’s DRIVE AGX Hyperion 10 Level 4-ready architecture, while also unveiling plans to more than double its annual lidar production capacity to over 4 million units in 2026 and expanding into new applications like MOVIN’s lidar-based motion capture. Together, these developments highlight Hesai’s push to scale manufacturing, deepen automotive and robotics relationships, and embed its lidar across...

In recent days, Trane Technologies reported higher quarterly revenue and net profit than a year earlier, alongside analyst ratings that remained broadly positive, including several Buy recommendations. Analysts have highlighted Trane’s rising return on capital employed and exposure to long-term HVAC demand drivers such as decarbonization mandates and replacement of aging equipment, underlining growing confidence in its business efficiency and market position. Now we’ll explore how this...

Capricor Therapeutics (CAPR) recently reported that its Phase 3 trial for deramiocel met both primary and secondary endpoints, alongside commercialization deals with Nippon Shinyaku that include up to US$1.5b in potential milestone payments. See our latest analysis for Capricor Therapeutics. Even after the deramiocel Phase 3 success and Nippon Shinyaku partnership, Capricor Therapeutics’ recent share price return has cooled, with a 1-day move of 6.69% lower and a 30-day share price return of...

Earlier this month, Constellation Energy filed a very large US$17.60 billion shelf registration for up to 49,633,207 common shares and secured U.S. Nuclear Regulatory Commission approval for a first-of-its-kind digital modernization of the Limerick Clean Energy Center’s control and protection systems. By pairing fresh access to capital with advanced nuclear upgrades that improve reliability and cyber resilience, Constellation is deepening its role as a provider of round-the-clock,...

NXP Semiconductors (NXPI) recently outlined a series of product launches and partnerships in automotive, edge AI, and healthcare, giving investors fresh context for evaluating the stock’s role in these end markets. See our latest analysis for NXP Semiconductors. The recent flurry of edge AI and automotive announcements comes as NXP’s share price trades at $241.15, with an 11.59% 90 day share price return and an 18.78% 1 year total shareholder return. This suggests momentum has been building...

BTIG recently initiated coverage on Klaviyo with a positive rating, while Klaviyo’s past 2025 BFCM Recap Report highlighted record-breaking trends powered by its AI-driven personalization and loyalty tools. The company reported that roughly one in every US$20 spent online in the US over BFCM was influenced by a Klaviyo-powered experience, with particularly strong traction in Health & Beauty and Apparel. We’ll explore how Klaviyo’s AI-powered BFCM performance, especially its role in US online...

AdvanSix Inc. ( NYSE:ASIX ) shareholders should be happy to see the share price up 13% in the last month. Meanwhile...

Key Insights Humacyte's significant retail investors ownership suggests that the key decisions are influenced by...

General Motors (GM) plans to record US$7.1b in special charges for the fourth quarter, largely linked to electric vehicle cutbacks and China restructuring. This move puts its capital allocation and valuation under closer investor scrutiny. See our latest analysis for General Motors. Despite the planned US$7.1b in charges and shifting EV plans, GM shares recently reached a new 52 week high, with a 90 day share price return of 45% and a 1 year total shareholder return of 67.69%, suggesting...

Thor Industries (THO) is back in focus after recent stock moves tied to concerns about a softer recreational vehicle market, with weaker dealer orders, higher financing costs, and margin pressure from cautious pricing. See our latest analysis for THOR Industries. Those worries about a softer RV cycle come after a period where the share price has still held up, with a 7.38% 1 month share price return and a 4.35% year to date share price return. The 1 year total shareholder return of 18.10% and...

Why Navios Maritime Partners is in focus after Q3 2025 Navios Maritime Partners (NMM) hit a 52 week high after reporting Q3 2025 results that topped analyst expectations for earnings and revenue, alongside senior leadership promotions tied to a broader corporate restructuring. See our latest analysis for Navios Maritime Partners. The stock’s 8.7% 7 day share price return and 26.3% 90 day share price return suggest momentum has been building ahead of and around the Q3 2025 earnings beat and...

FTAI Aviation (FTAI) is drawing fresh attention after unveiling FTAI Power, a new platform that converts CFM56 aircraft engines into aeroderivative turbines designed to supply energy to power hungry data centers worldwide. See our latest analysis for FTAI Aviation. The launch of FTAI Power comes after a sharp run in the stock, with a 30 day share price return of 38.89% and a 90 day share price return of 44.07%. The 1 year total shareholder return of 50.79% and very large 3 and 5 year total...

Aptiv (APTV) is back in focus after securing its first Indian commercial vehicle ADAS deal as new 2027 safety rules approach, while CES 2026 demos and analyst sentiment draw fresh attention to the stock. See our latest analysis for Aptiv. The ADAS win in India and Aptiv’s CES 2026 showcases come at a time when momentum is picking up, with a 7 day share price return of 10.1% and a 1 year total shareholder return of 46.3%, even though the 3 year and 5 year total shareholder returns are...

Investor focus is turning to Hilton Worldwide Holdings (HLT) as the company heads into its upcoming quarterly earnings, with sentiment shaped by expectations for double digit earnings growth and continued strength across its global hotel portfolio. See our latest analysis for Hilton Worldwide Holdings. At a share price of US$300.36, Hilton has seen firm positive momentum, with an 11.9% 90 day share price return and a 24.7% total shareholder return over the past year, which may indicate rising...

Why Tradeweb Markets is on investors’ radar today Tradeweb Markets (TW) has drawn attention after a mixed run in its share price, with a 1 day move of about 0.1% decline and a return over the past year of roughly 19% decline. See our latest analysis for Tradeweb Markets. Recent trading has been weak, with a 7 day share price return of a 6.01% decline and a year to date share price return of a 2.20% decline. However, the 3 year total shareholder return of 46.76% and 5 year total shareholder...

TD SYNNEX (SNX) is back on investor watch after recent trading, with the stock last closing at $150.45. You might be weighing how this IT distributor’s fundamentals line up with its recent share performance. See our latest analysis for TD SYNNEX. Recent trading has been a bit mixed, with a 1 day share price return of 1.93% but a 30 day share price return decline of 3.35%. At the same time, the 1 year total shareholder return of 14.78% and 5 year total shareholder return of 82.94% point to...

Viasat (VSAT) has been drawing attention after recent share price moves, with the stock closing at $40.81. That puts fresh focus on how its communications business and current financial profile line up for investors. See our latest analysis for Viasat. The recent 1 month share price return of 13.9% and year to date gain of 8.45%, alongside a very large 1 year total shareholder return of more than 4x, point to building momentum as investors reassess growth prospects and risk around its...

Overbrook Management's decision to fully exit its roughly US$13.07 million position in MercadoLibre (NasdaqGS:MELI) during the fourth quarter is drawing investor attention, given the fund's pivot toward larger U.S. tech names. See our latest analysis for MercadoLibre. Over the past year MercadoLibre's share price return has been supported by a 10.37% year to date gain and a 30 day share price return of 8.06%, while its 1 year total shareholder return of 25.20% and 3 year total shareholder...

CorVel (CRVL) has come under closer watch after its share price moved below the 200 day moving average, following an analyst downgrade to a hold rating and recent insider selling by company executives. See our latest analysis for CorVel. Against this backdrop, CorVel’s recent 7 day share price return of 4.81% and year to date share price return of 8.64% sit alongside a 1 year total shareholder return of a 33.70% decline. This suggests momentum has been fragile, even as the latest move below...