U.S. Hospitality Stock News

Zai Lab recently presented at the Morgan Stanley 24th Asia-Pacific Summit in Singapore and announced its Q3 2025 results, highlighting progress in multiple pipeline and commercial programs, including new trial data and ongoing adoption of key therapies in China. A standout insight from the update is management's reaffirmation of full-year 2025 revenue guidance of at least US$460 million, signaling continued operational discipline and confidence in advancing both commercial and late-stage...

General American Investors Company (GAM) caught investor attention after CEO Jeffrey W Priest and director Spencer Davidson each purchased thousands of shares in the company’s preferred stock. Insider buying such as this often sparks curiosity about management’s view on future prospects. See our latest analysis for General American Investors Company. General American Investors Company’s share price recently pulled back, but the 16% year-to-date price return and an impressive 27.7% total...

Ingles Markets (IMKT.A) just released its annual results, revealing a drop in both sales and net income compared to last year. The company also reported a $4.5 million property and equipment impairment loss for the past quarter. See our latest analysis for Ingles Markets. Despite this year’s softer financial results and the recent $4.5 million impairment charge, Ingles Markets’ share price has actually gained over 19% year-to-date. This hints at renewed market optimism. Still, the one-year...

Getty Realty Corp. recently announced it has entered into agreements to issue US$250 million of senior unsecured notes, carrying a fixed interest rate of 5.76% and set to mature in ten years, with funding scheduled for January 22, 2026. This move will provide fresh capital to repay outstanding amounts under Getty Realty’s revolving credit facility and support future investment activity as part of the company’s ongoing financial management strategy. We’ll explore how this long-term debt...

Quanta Services announced on November 18, 2025, that its Board of Directors approved a quarterly cash dividend of US$0.11 per share, marking a 10% increase over the previous payment made in October 2025 and payable on January 12, 2026, to shareholders of record as of January 2, 2026. This increase in Quanta's dividend signals management's commitment to returning value to shareholders and suggests confidence in the company's financial position. We'll now explore how Quanta's increased...

Alkermes (ALKS) gained attention after its third quarter earnings surpassed consensus expectations. Sales growth from Vivitrol, Aristada, and Lybalvi contributed to this performance. The company also raised its outlook for 2025 revenues. See our latest analysis for Alkermes. Alkermes’ upbeat third quarter results and guidance boost have kept investor attention on its growth potential, even as the company prepares to acquire Avadel Pharmaceuticals early next year. The momentum from a 16%...

VNET Group, Inc. announced its third quarter 2025 results earlier this month, reporting sales of CNY 2.58 billion, up from CNY 2.12 billion a year ago, but posting a net loss of CNY 307.04 million compared to net income in the prior year period. Management raised its full-year revenue outlook, citing continued strength in wholesale data center and AI-related business as a significant driver for future performance. We'll examine how management's increased full-year revenue guidance and sector...

CG Oncology (CGON) is making headlines after announcing two late-breaking podium presentations on topline clinical trial results for cretostimogene at the upcoming Society of Urologic Oncology Annual Meeting. This news has sparked renewed investor interest. See our latest analysis for CG Oncology. Momentum has clearly been building for CG Oncology, especially as topline clinical data and boardroom changes have turned heads. The share price return over the past 90 days stands out at 67.2%,...

Earlier this month, Everest Group announced the appointment of Elias Habayeb as its next EVP and Group Chief Financial Officer, effective May 2026, following the upcoming retirement of Mark Kociancic after five years with the company. The transition comes shortly after the company's latest earnings report, which missed expectations and highlighted both leadership succession and a continued focus on long-term business transformation amid changing industry conditions. We'll now explore how...

Ligand Pharmaceuticals recently reported a 7.23% decline in short interest, with 1.11 million shares now sold short, representing 6.8% of its float, according to exchange data as of November 2025. This level is below the peer group average, suggesting that investors appear less bearish compared to similar companies in the industry. We'll examine how the recent decrease in short interest could help support Ligand Pharmaceuticals' investment outlook moving forward. Explore 28 top quantum...

In the past week, several analysts updated their outlooks on Douglas Emmett, with major firms revising their ratings and expectations for the company. This collective shift in analyst sentiment suggests a growing uncertainty among market experts about the company's near-term prospects and stability. We'll explore how this recent wave of analyst downgrades may influence Douglas Emmett's investment narrative and future financial outlook. We've found 15 US stocks that are forecast to pay a...

PayPal Holdings (PYPL) has been in the spotlight after several executives sold more than $1.5 million in company stock. This occurred despite reporting solid Q3 performance and raising its full-year outlook. At the same time, PayPal is making moves to expand its presence in new digital commerce channels through fresh partnerships and a sizable buy-now, pay-later loan deal in Europe. See our latest analysis for PayPal Holdings. Despite some headline-grabbing partnerships and robust Q3 results,...

Constellium (NYSE:CSTM) saw its stock climb 12% after reporting an 11% increase in revenue year over year. Even with earnings per share moving lower, upbeat market sentiment has continued to fuel investor optimism. See our latest analysis for Constellium. This latest move extends Constellium's strong run this year, with the stock's share price up over 63% year-to-date and building clear momentum on renewed optimism around revenue growth. While its recent rally follows upbeat earnings, the...

In the past quarter, Anchorage Capital Advisors established a major new position in Global Business Travel Group, acquiring nearly 7.2 million shares valued at approximately US$58.1 million following the company's acquisition of CWT and an increase in full-year guidance. This investment made Global Business Travel Group the largest holding in Anchorage’s portfolio, highlighting institutional confidence driven by recent revenue growth, European expansion, and new digital growth...

Old Republic International (ORI) announced its Board of Directors has declared a regular quarterly cash dividend. This brings the full year's payout to $1.16 per share and represents a 9% increase over last year's dividend. See our latest analysis for Old Republic International. ORI’s announcement of a higher dividend comes as the stock’s momentum has been gaining real traction, with a 27.95% share price return year-to-date and a total shareholder return of 29.02% over the last year. When...

Energizer Holdings recently announced its earnings for the full year and fourth quarter ended September 30, 2025, reporting full year sales of US$2.95 billion and a substantial increase in annual net income to US$239 million. A key detail is that while annual profits rose sharply, the most recent quarter saw a decrease in net income compared to the prior year, and the company disclosed a US$5.9 million impairment of intangible assets. We’ll explore how Energizer Holdings’ new annual earnings...

In November 2025, Hasbro CFO Gina Goetter discussed the company's adoption of an AI-first strategy to optimize business processes such as demand planning while ensuring that creative and artistic areas remain protected from AI use. Alongside this operational shift, Hasbro extended its toy licenses with Disney for Star Wars and Marvel, and relaunched the Furby franchise with modern interactive features and new product lines targeting the holiday gift market. We'll now examine how Hasbro’s...

TransDigm Group recently reported its fiscal 2025 Q4 results, with net sales climbing 11.5% year over year and adjusted EPS improving 10.1%, both surpassing analyst expectations. Management highlighted that commercial OEM activity is poised for the strongest growth, supported by continued momentum in the commercial aftermarket and steady demand in defense markets. With management pointing to expanding commercial OEM momentum, we'll look at the implications for TransDigm's investment...

Moelis & Company recently reported that its third-quarter 2025 adjusted earnings surpassed analysts' estimates, with increased revenues and other income offsetting higher compensation and benefits costs. An interesting detail from the announcement is the company’s decision to repurchase 0.2 million shares for US$14.5 million during the period, signaling active capital management. We'll consider how Moelis's ability to beat earnings estimates despite elevated expenses could influence its...

Avis Budget Group (CAR) posted stronger-than-expected results for the third quarter, as both earnings and revenues beat consensus forecasts. Investors are now watching closely, particularly with international adjusted EBITDA growth in focus and evolving transportation trends under consideration. See our latest analysis for Avis Budget Group. This positive earnings surprise arrives as Avis Budget Group’s share price continues to show robust momentum, with a year-to-date price return of nearly...

On November 18, 2025, Aristotle Balogh notified Airbnb that he will depart as Chief Technology Officer in December and will provide advisory services through at least February 2026. This leadership change comes as Airbnb reported record Q3 adjusted EBITDA, growth in bookings, and deeper AI integration to enhance personalization and user experience on its platform. Next, we will explore how Airbnb's focus on AI-driven improvements impacts the company's long-term investment narrative. Uncover...

In recent days, Advance Auto Parts announced the sale of its Worldpac wholesale distribution business for US$1.5 billion in cash to refocus on core domestic retail operations and improve its financial position. This shift comes as the company seeks to revive performance amid flat same-store sales over the past two years and ongoing margin challenges. We'll explore how the Worldpac divestiture and renewed focus on retail may influence Advance Auto Parts' overall investment outlook. These 13...

In recent days, Diversified Energy Company filed and closed multiple shelf registrations totaling over $445 million, offering millions of common and ordinary shares, several linked to its employee stock ownership plan (ESOP). This series of equity offerings, including an ESOP-related component and the withdrawal of a separate shelf registration, highlights the company’s evolving approach to capital structure and employee incentives. We’ll explore how these capital-raising efforts, especially...

Highwoods Properties, Inc. recently closed the acquisition of 6Hundred at Legacy Union, a 24-story, Class AA office tower in Charlotte's Uptown CBD, for a total expected investment of US$223 million including near-term improvements and leasing capital. This purchase grows Highwoods' Charlotte presence by adding a newly delivered, 84% leased, LEED gold-targeted property directly connected to its existing holdings in the area. We'll look at how this significant Charlotte office tower...