U.S. Hospitality Stock News

NasdaqGM:IESC
NasdaqGM:IESCConstruction

IES Holdings (IESC) Margin Expansion Challenges Cautious Narratives Ahead Of Q1 2026 Earnings

IES Holdings (IESC) opened fiscal 2026 on the back of a strong finish to 2025, with Q4 revenue of US$897.8 million and basic EPS of US$5.06, supported by quarterly net income of US$100.5 million. The company has seen revenue move from US$775.8 million in Q4 2024 to US$897.8 million in Q4 2025, while quarterly EPS over that span ranged from US$2.71 in Q3 2024 to US$5.06 most recently. This sets up an earnings story in which margins are central to how investors interpret the latest release. See...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT) Margin Compression To 6.7% Tests Bullish Profitability Narratives

Lockheed Martin (LMT) has wrapped up FY 2025 with fourth quarter revenue of US$20.3b and basic EPS of US$5.82, alongside net income of US$1.3b, putting hard numbers around a year where investors have been closely tracking the balance between growth and profitability. The company has seen quarterly revenue move from US$18.6b in Q4 2024 to US$20.3b in Q4 2025, with basic EPS shifting from US$2.23 to US$5.82 over the same period. This feeds directly into a trailing twelve month EPS of US$21.56...
NYSE:TKO
NYSE:TKOEntertainment

Assessing TKO Group Holdings (TKO) Valuation After Recent Share Price Moves

Event context and recent performance TKO Group Holdings (TKO) has been drawing investor attention after recent share price moves, with the stock up about 0.7% over the past day and showing mixed returns over the week and month. Over the past 3 months, the stock shows a gain of about 7.5%, while year to date it is down roughly 2.1%. Over the past year, the total return sits near 32.2%. See our latest analysis for TKO Group Holdings. With the share price at $202.58, TKO’s recent 1 month share...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Lam Research (LRCX) Net Margin Expansion To 30.2% Tests Valuation Premium Narratives

Lam Research (LRCX) just posted Q2 2026 results with revenue of US$5.3b and basic EPS of US$1.27, set against trailing 12 month revenue of US$20.6b and EPS of US$4.89 that has been supported by a 44.8% rise in earnings over the past year. The company has seen quarterly revenue move from US$4.4b in Q2 2025 to US$5.3b in Q2 2026, alongside basic EPS rising from US$0.93 to US$1.27, as higher net profit margins form a key part of the story for investors focused on how efficiently that top line...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

Does GigaCloud Technology's (GCT) Revenue–Earnings Divergence Hint At A Shifting Profitability Playbook?

In recent trading, GigaCloud Technology Inc. drew attention as investors weighed expectations for lower year-over-year earnings per share against higher anticipated revenue and earlier quarterly sales that surpassed consensus estimates. The contrast between projected revenue growth, prior outperformance versus estimates, and softer earnings expectations is prompting closer scrutiny of how the company’s business trends are evolving. Next, we’ll examine how the tension between anticipated...
NasdaqGS:LIVN
NasdaqGS:LIVNMedical Equipment

What LivaNova (LIVN)'s KeyBanc Upgrade and Medtech Reassessment Means For Shareholders

In late January 2026, KeyBanc Capital Markets upgraded its rating on LivaNova PLC to Overweight, citing sustainable underlying trends in the Medical Technology segment and a reduced valuation premium. This shift, alongside Goldman Sachs maintaining coverage with a Neutral stance, highlights increasing institutional focus on how LivaNova fits into the broader medtech landscape. Next, we’ll explore how KeyBanc’s upgraded view on LivaNova’s position within Medical Technology could influence...
NYSE:PAGS
NYSE:PAGSDiversified Financial

Is Renewed Bullish Analyst Coverage Altering The Investment Case For PagSeguro Digital (PAGS)?

In recent days, PagSeguro Digital has drawn increased attention after multiple brokerage firms reiterated positive ratings and refreshed their views on the company. This cluster of supportive analyst opinions has reinforced broader market perception of PagSeguro Digital as a business with improving sentiment among research houses. We’ll now explore how this wave of optimistic analyst coverage could influence PagSeguro Digital’s investment narrative for investors. Uncover the next big...