U.S. Hospitality Stock News

On January 12, 2026, AppFolio’s Board reduced its size from nine to seven members and elected Saori Casey, current Sonos CFO and former senior Apple and Cisco finance executive, as a Class II Director effective February 12, 2026. This appointment injects deep capital markets, financial planning, and governance experience into AppFolio’s boardroom, potentially influencing oversight of AI investment, platform expansion, and capital allocation. We’ll now examine how adding finance veteran Saori...

In recent days, Home Depot reported earnings that showed weak comparable sales and guided to about a 5% decline in full-year adjusted EPS, reinforcing concerns about soft consumer demand and pressured operating margins. At the same time, the company expanded its use of artificial intelligence through deeper collaborations with Google Cloud’s Gemini models and Rilla’s real-time coaching tools to improve customer service and operational efficiency. An interesting tension for investors is that...

In January 2026, Anthropic announced a partnership with The Travelers Companies to roll out personalized AI assistants to nearly 10,000 of Travelers' engineers, data scientists, analysts and product owners, enhancing software, analytics and machine learning development across the insurer's operations. This initiative, alongside Travelers' in-house TravAI platform for more than 30,000 employees, signals a deep integration of generative AI into everyday workflows to strengthen execution,...

Gorilla Technology Group (GRRR) has drawn fresh attention after outlining a multi year, US$1.4b partnership to deploy AI ready data centers in Southeast Asia and after announcing several new public sector projects in Taiwan. See our latest analysis for Gorilla Technology Group. The recent announcements around AI ready data centers and new Taiwan projects have coincided with a sharp rebound in the shares, with a 1 day share price return of 12.36% and a year to date share price return of...

Why recent earnings pressure matters for AutoNation stock AutoNation (AN) has recently drawn investor attention as underwhelming same-store sales and a steady 5.7% annual decline in earnings per share over three years contrast with ongoing revenue growth. See our latest analysis for AutoNation. At a share price of $214.35, AutoNation has seen a 3.3% 30 day share price return, while its 1 year total shareholder return of 17.3% points to momentum that has persisted over a longer stretch despite...

Why AMETEK is on investors’ radar today AMETEK (AME) has drawn fresh attention after its solid recent share performance, with the stock showing positive returns over the past week, month, and past three months. This has prompted investors to reassess its valuation and fundamentals. See our latest analysis for AMETEK. Zooming out, AMETEK’s share price has climbed 15.9% over the past three months and sits at $215.02, while its 1 year total shareholder return of 19.7% suggests momentum has been...

Eversource Energy recently reported better-than-expected third-quarter 2025 adjusted earnings per share of US$1.19 but recorded a US$75 million charge tied to increased liability from its previously sold offshore wind projects, highlighting ongoing risks in its clean-energy transition. With analysts expecting a double-digit improvement in the company’s bottom line for the upcoming fourth-quarter results, investor attention is now focused on how Eversource balances earnings momentum with the...

FactSet Research Systems recently filed a shelf registration for up to US$1.25 billion in common stock, covering 4,232,362 shares for an ESOP-related offering. This large, employee-focused equity program could influence how investors think about FactSet’s future capital allocation, ownership structure, and workforce incentives. Next, we’ll examine how this sizable ESOP-related shelf registration may affect FactSet’s investment narrative around growth, margins, and capital returns. Find...

AerCap Holdings (AER) has drawn fresh attention after signing purchase and leaseback agreements with Virgin Atlantic for six Airbus A330-900 aircraft. The deal is linked to Virgin Atlantic's fleet renewal and emissions goals. See our latest analysis for AerCap Holdings. The Virgin Atlantic transaction comes as AerCap's share price has climbed 19.3% over the past 90 days, while its 1 year total shareholder return of 51.4% and 5 year total shareholder return of 246.1% point to strong longer...

Dow Inc. has announced that longtime Chief Technology Officer A.N. Sreeram will retire on June 30, 2026, with Andre Argenton assuming the role of Chief Technology and Sustainability Officer from January 1, 2026, while Director Rebecca B. Liebert has resigned following her appointment as Chair of Occidental Chemical Corporation’s board. This leadership reshuffle places sustainability and technology under a single executive at a time when US plastics and chemicals markets are projected to...

In recent days, several major banks, including Morgan Stanley, J.P. Morgan, Bank of America Securities, Citi, and RBC Capital, reiterated their views on PACCAR, with many expressing constructive analyst sentiment toward the truck manufacturer’s outlook. At the same time, a pick-up in insider share sales contrasts with this generally favorable analyst stance, offering investors a mixed signal about how those closest to the business view the company’s prospects. With multiple large banks...

At CES earlier this month, Nvidia CEO Jensen Huang highlighted Serve Robotics as a leading example of “physical AI,” pointing to its more than 2,000 sidewalk delivery robots and partnerships such as DoorDash as part of a broader shift toward autonomous delivery. This spotlight positions Serve Robotics at the center of investor attention on real-world applications of AI, even as the company remains in a growth and non-profitable phase. With Nvidia’s high-profile endorsement of Serve...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

It is hard to get excited after looking at Vipshop Holdings' (NYSE:VIPS) recent performance, when its stock has...

The multimodal AI market is experiencing significant growth, particularly in AI-as-a-Service, making access more affordable for small and medium-sized businesses. Generative AI currently leads in market share due to its diverse applications, while image and video modalities are rapidly expanding. The healthcare sector is seeing a high compound annual growth rate driven by AI-driven diagnostics, with North America taking the lead in AI adoption thanks to its strong technological infrastructure...

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...

CBIZ, Inc. announced that Chris Spurio will step down as President of Financial Services effective January 31, 2026, and then remain with the company as a consultant through December 31, 2026. This leadership transition, alongside fresh analyst attention on CBIZ, has sharpened investor focus on how the firm will manage its financial services operations and broader advisory platform. We’ll now examine how Spurio’s planned departure and continued consulting role may influence CBIZ’s investment...

In early January 2026, Riot Platforms reported December 2025 operating results showing bitcoin production of 460 coins, alongside sales of 1,818 coins that generated US$161.6 million in net proceeds and materially higher power credits. At the same time, the company expanded its leadership bench by appointing veteran dealmaker Jason Chung as incoming CFO while accelerating power-related revenues through its Power-First Strategy. We’ll now explore how December’s spike in bitcoin sales and...

Why Jabil Stock Is on Investors’ Radar Right Now Jabil (JBL) has attracted attention after recent trading, with the share price closing at $253.18. With various return figures available and fresh performance data on the table, investors are reassessing what they are paying for the business today. See our latest analysis for Jabil. The latest 1-day share price return of 4.91% adds to a 7-day share price return of 14.14% and a 90-day share price return of 20.94%, while the 1-year total...

Wondering if Nu Holdings at around US$16.61 is still worth your attention, or if most of the easy gains are already behind it? The stock has seen a 5.7% decline over the last week, a 2.5% gain over the past month, is down 2.4% year to date, while sitting on a 47.3% return over 1 year and a very large 3 year gain of about 4.6x. Recent coverage of Nu Holdings has focused on its role as a large Latin American digital bank and how its scale and customer reach have put it on many growth...

Worthington Steel, Inc.'s ( NYSE:WS ) investors are due to receive a payment of $0.16 per share on 27th of March. This...

If you are wondering whether Clear Secure's share price still reflects good value after recent moves, this article walks through what the current market price might be implying about the business. The stock trades at US$34.13, with a 34.8% return over the last year and a 43.1% return over three years. This comes despite a 6.3% decline over the past week and a 13.0% decline over the last month, which can change how investors think about both upside and risk. Recent coverage has focused on...

If you are wondering whether Charter Communications' current share price makes sense, it helps to start by asking what the market is really paying for today compared to what the business could be worth. The stock last closed at US$194.61, with a 7.2% decline over the past week, a 7.9% decline over the past month, and a 43.9% decline over the last year, which has shifted how many investors think about its risk and potential reward. Recent headlines around large US cable and broadband...

Smurfit Westrock (SW) is back in focus after a series of upbeat analyst reports pointing to a potential containerboard industry rebound in 2026, with earnings improvements and cost savings under close investor watch. See our latest analysis for Smurfit Westrock. The recent flurry of analyst reports comes as the share price sits at $43.33, with a 1-month share price return of 14.96% and a year to date share price return of 9.42%, while the 1-year total shareholder return of 13.68% decline...