U.S. Hospitality Stock News

In January 2026, iRhythm Technologies raised its full-year 2025 revenue guidance to exceed the prior October range and issued new 2026 revenue guidance of about US$870 million to US$880 million, implying roughly 17% to 18% year-over-year growth. The company attributed this upgraded outlook to record fourth-quarter 2025 revenue unit volume, pointing to strong demand for its cardiac monitoring services and devices. Next, we will examine how iRhythm’s upgraded 2025 guidance and double-digit...

How ModuTec Fits Into Adient (ADNT) Today Adient (ADNT) has put its new ModuTec modular seat system at the center of its story, highlighting shorter assembly times, higher automation potential, and more flexible production for automakers. For you as an investor, ModuTec matters because it directly addresses long standing challenges in traditional seat manufacturing, such as complex workflows, labor intensive steps, and factory floor constraints. See our latest analysis for Adient. The ModuTec...

In December 2025, Rimini Street announced it had expanded its global partnership with Tidewater, the leading operator of offshore support vessels, to deliver broader ERP support, including Oracle PeopleSoft, SAP systems, and new tax software across the company’s operations. This move to consolidate Tidewater’s regional financial processes into a single global platform is material because it can improve efficiency, strengthen compliance, and better support the company’s energy exploration and...

In January 2026, Chinese regulators, including the State Administration for Market Regulation and tax authorities, launched large on-site investigations into PDD Holdings over alleged fraudulent deliveries, tax irregularities and prior physical clashes between employees and inspectors, leading to fines and business disruption. The regulatory clampdown has sparked multiple U.S. law firm probes into potential securities law violations, highlighting broader concerns about PDD’s internal...

In recent trading, Quanta Services drew investor attention as the market looked ahead to its upcoming earnings release and evolving role in critical infrastructure. Behind the headlines, the company’s multi‑billions project backlog and expanding presence in electrification and AI‑driven data center work have become central to how investors view its long‑term relevance. We’ll now examine how Quanta’s record backlog and growing role in electrification could influence its investment narrative...

Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor demand. Analysts at Needham and Stifel responded by upgrading their views on Cohu, highlighting its exposure to high-bandwidth memory trends and an emphasis on structurally higher profitability. Next, we’ll examine how Cohu’s earnings surprise and high-bandwidth memory exposure shape its...

Market outlook trigger for Zillow Group Zillow Group (ZG) recently highlighted a more supportive backdrop for the U.S. housing market in 2026, expecting fewer regions with declining home prices as affordability improves, mortgage rates ease, and inventory rises. See our latest analysis for Zillow Group. The improving housing outlook and upcoming fourth quarter 2025 results update come after a mixed run for shareholders, with a recent 90 day share price return of a 9.18% decline, a 1 year...

Industrial conglomerate Crane Holdings is set to report its quarterly earnings, with analysts expecting earnings per share of US$1.41–US$1.42, following a prior quarter in which the company exceeded revenue, operating income, and EBITDA estimates. Crane currently ranks at the top of its peer group for revenue growth and gross profit margin, underscoring what appears to be relatively strong operational efficiency heading into the latest results. We will now examine how Crane’s peer-leading...

McEwen Inc. recently reported its Year-End 2025 Mineral Resource Estimate for the Grey Fox Project in Ontario, lifting Indicated gold resources to 1.9 million ounces and outlining plans to accelerate underground and open-pit mining, while also advancing the Tartan Mine and El Gallo Fenix projects. Beyond the headline resource growth, McEwen’s verification drilling at the newly acquired Stroud Property and the upcoming Grey Fox pre-feasibility study point to an integrated, multi-asset...

Travere Therapeutics (TVTX) is back in focus after the FDA extended its review of the company’s supplemental filing for FILSPARI in focal segmental glomerulosclerosis, following new data submissions to better clarify clinical benefit. See our latest analysis for Travere Therapeutics. The FDA review extension lands after a choppy few months for Travere’s share price. A 7 day share price return of 5.63% is set against a 30 day share price return decline of 25.73% and a 1 year total shareholder...

XPO (XPO) is back in focus after two fresh catalysts: a spot on Fortune’s 2026 World’s Most Admired Companies list and an expanded Arla Foods logistics partnership anchored by a new UK distribution hub. See our latest analysis for XPO. At a share price of $147.27, XPO has seen a 17.58% 90 day share price return and a 273.88% three year total shareholder return, suggesting longer term momentum remains strong even as the recent one day and seven day share price returns have been softer. If...

Recent analyst commentary on SiTime (SITM) is centering on its AI focused product positioning, and the appointment of industry veteran Faraj Aalaei to the board adds a fresh technology operator perspective. See our latest analysis for SiTime. SiTime’s recent analyst upgrades and board refresh come after a choppy stretch, with a 1-day share price return of a 5.47% decline and a 30-day share price return of a 9.07% decline, set against a 90-day share price return of 23.88% and a 1-year total...

Coherus Oncology, Inc. recently filed a prospectus supplement allowing it to sell up to US$64.88 million of common stock through an at-the-market offering, shortly after Oppenheimer began covering the company with an Outperform rating based on its oncology pipeline. The focus on the anti-CCR8 antibody tagmokitug and the PD-1 inhibitor Loqtorzi highlights how investors are weighing pipeline potential against ongoing capital needs. We’ll now examine how this combination of fresh equity...

Vaxcyte recently reported further progress for its VAX-31 pneumococcal conjugate vaccine, including first dosing in the adult Phase 3 OPUS-2 trial and completion of enrollment in a Phase 2 dose-finding study in infants. These trials, designed in alignment with the FDA and spanning pneumococcal-naïve, previously vaccinated adults and infants, underline Vaxcyte’s effort to build a broad safety and immunogenicity data package to support a potential Biologics License Application. With Phase 3...

Norfolk Southern has launched its East Edge double-stack intermodal corridor connecting Chicago and New England, replacing an older single-stack route with a faster, higher-capacity line backed by extensive track, bridge, tunnel, and signal upgrades completed with multiple public and private partners. A single 9,000-foot double-stack train on this corridor can theoretically support up to 200,000 loads a year through Ayer, Massachusetts, vastly expanding New England’s primary intermodal hub...

What the new $12 million sensor order could mean for OSI Systems stock OSI Systems (OSIS) recently reported that its Optoelectronics and Manufacturing division received an approximately $12 million order from a leading healthcare OEM for optical sensors used in medical devices. For investors, this new contract highlights active demand for the company’s components in healthcare equipment and raises questions about how recurring or scalable this type of business could be for OSIS over the...

State Street (STT) is back in focus after fourth quarter 2025 results beat consensus forecasts on both revenue and earnings, with management pointing to fee strength and growing contributions from its newer digital solutions. See our latest analysis for State Street. The share price has eased recently, with a 1-month share price return of a 4.68% decline and a year-to-date share price return of a 2.31% decline, even as State Street continues to roll out new digital asset offerings, expand...

Amalgamated Financial: Recent Returns Put Valuation in Focus Amalgamated Financial (AMAL) has attracted fresh attention after a stretch of solid share price moves, with the stock up about 16% over the past month and 35% in the past 3 months. See our latest analysis for Amalgamated Financial. That recent 16.2% 30 day share price return and 35.2% 90 day share price return come on top of a 9.7% 1 year total shareholder return and a 184.7% 5 year total shareholder return. This suggests momentum...

Live Oak Bancshares (LOB) shares are reacting to strong fourth quarter and full year 2025 earnings, with revenue, net income, and loan production all increasing while net charge-offs declined and capital was reinforced. See our latest analysis for Live Oak Bancshares. The earnings news comes after a strong run, with a 90 day share price return of 19.63% and a 30 day share price return of 11.81%. The 1 year total shareholder return of 12.84% and 3 year total shareholder return of 20.26% point...

Institutional buying puts ACV Auctions (ACVA) back in focus Iridian Asset Management’s recent purchase of more than 1.1 million ACV Auctions (ACVA) shares, now its largest holding at nearly 9% of assets, has drawn fresh attention to the stock. The investment comes alongside record revenue figures, higher marketplace vehicle volumes, and improving adjusted EBITDA. This has prompted investors to reassess how the company’s current share price lines up with its business performance. See our...

CarGurus (CARG) is rolling out a fresh wave of AI powered products, including CarGurus Discover, Dealership Mode, and PriceVantage, alongside updated branding that will be showcased at the NADA Show 2026. See our latest analysis for CarGurus. Despite excitement around its AI driven tools and 20th anniversary, CarGurus’ recent share price performance has been softer, with a 30 day share price return decline of 12.01% and a 1 year total shareholder return decline of 12.66%, set against a 3 year...

Triumph Financial (TFIN) is back in focus after J.B. Hunt Transport Services joined the Triumph Network and adopted its automated payment solution, while investors also watch for the upcoming quarterly earnings report on January 26. See our latest analysis for Triumph Financial. Those developments come after a strong 90 day share price return of 16.56% and a 30 day share price return of 8.37%, although the 1 year total shareholder return sits at a loss of 11.66%. This suggests that recent...

In recent days, CDW has come under pressure after multiple Wall Street firms downgraded or maintained cautious ratings, citing concerns about weaker hardware spending and higher memory costs following revenue and guidance that fell short of expectations despite an earnings per share beat. At the same time, CDW is highlighting its capabilities in enterprise AI and cloud services through Mission Cloud’s work with AWS, underscoring the company’s push into higher-value technology solutions even...

Ultra Clean Holdings (UCTT) has quickly moved onto investors’ radar after a 27.89% jump last week to a 52 week high of $46, following TSMC’s plans to ramp up AI and high performance chip spending. See our latest analysis for Ultra Clean Holdings. That sharp move around TSMC’s AI spending plans sits on top of a strong 30 day share price return of 67.01% and a 59.19% year to date share price gain. The 1 year total shareholder return of 17.67% and 3 year total shareholder return of 30.29% point...