U.S. Hospitality Stock News

NYSE:WLY
NYSE:WLYMedia

Is Rising Capital Needs Amid Soft Demand Altering The Investment Case For John Wiley & Sons (WLY)?

John Wiley & Sons has recently reported ongoing end-market pressures, with sales declining about 2.2% annually over five years and free cash flow margins compressing. An important implication is that the company appears to be consuming more capital just to stay competitive, raising questions about its longer-term growth potential. Next, we will examine how this need for increased capital spending to offset weak demand shapes John Wiley & Sons’ investment narrative. The end of cancer? These...
NYSE:JHG
NYSE:JHGCapital Markets

Janus Henderson Group (JHG) Net Margin Expansion Reinforces Bullish Earnings Narrative

Janus Henderson Group (NYSE:JHG) has just posted its FY 2025 third quarter numbers, with revenue of US$700.4 million and basic EPS of US$0.92. This is set against trailing 12 month revenue of US$2.66 billion and EPS of US$3.41 that also reflect a 31.2% year over year earnings increase and a net profit margin of 19.6% versus 17.1% in the prior year. Over recent quarters, revenue has ranged from US$588.4 million in Q2 2024 to US$708.3 million in Q4 2024, while basic EPS has moved between...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen Expands Nevada Gold Bar Hub With Golden Lake Acquisition

McEwen (NYSE:MUX) has entered into a definitive agreement to acquire Golden Lake Exploration. The deal adds Golden Lake's projects adjacent to McEwen's Gold Bar Mine Complex in the Eureka Mining District in Nevada. The transaction is intended to consolidate McEwen's position around its existing operations at the Gold Bar Mine. For you as an investor, this move comes after a sharp share price run, with McEwen at $24.15 and up 193.1% over the past year and 286.4% over 3 years. The stock is...
NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

Assessing Schrödinger (SDGR) Valuation As Its Computational Platform And Novartis Collaboration Draw Fresh Attention

Schrödinger (SDGR) is back in focus as its physics based computational platform, high profile collaborations including Novartis Pharma AG, and favorable analyst endorsements draw fresh attention from investors following recent coverage. See our latest analysis for Schrödinger. Despite the recent attention around its platform and collaborations, Schrödinger’s share price has come under pressure, with a 7 day share price return of 14.92% and a 30 day share price return of 21.87%, contributing...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Pharmaceuticals (REGN) Margin Slippage Tests Bullish Earnings Growth Narrative

Regeneron Pharmaceuticals (REGN) has put up another busy quarter, with Q3 FY 2025 revenue of US$3.8b and basic EPS of US$14.09 alongside net income of US$1,460m, all against a backdrop where trailing 12 month EPS sits at US$43.30 on revenue of US$14.2b. The company has seen revenue move from US$3.5b in Q2 FY 2024 to US$3.8b in Q3 FY 2025, while quarterly EPS has shifted from US$13.25 to US$14.09 over the same span. This gives investors a clear look at how top line and per share earnings have...
NYSE:NSC
NYSE:NSCTransportation

A Look At Norfolk Southern (NSC) Valuation As Recent Returns Draw Fresh Investor Attention

Why Norfolk Southern Is Back on Investors’ Radar Norfolk Southern (NSC) is drawing fresh attention after recent share performance and updated fundamental data, giving investors new context for assessing this large U.S. rail operator’s role in their portfolios. See our latest analysis for Norfolk Southern. Recent trading has been relatively steady, with the 90 day share price return of 2.77% and a 1 year total shareholder return of 16.52% suggesting momentum has been gradually building rather...
NasdaqGS:CRAI
NasdaqGS:CRAIProfessional Services

Can CRA International (CRAI) Turn an Earnings Beat and DOJ Hire into Lasting Antitrust Advantage?

Earlier this week, CRA International reported quarterly results showing 10.8% year-on-year revenue growth and earnings and revenue above analyst estimates, and also announced that antitrust economist Margaret (Peggy) Loudermilk has joined as a Vice President in its Antitrust & Competition Economics Practice. The combination of stronger-than-expected financial performance and the addition of a veteran U.S. Department of Justice antitrust leader materially reinforces CRA’s profile in complex...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Is Teva Pharmaceutical Industries (TEVA) Still Attractive After A 92% One-Year Share Price Surge

If you are wondering whether Teva Pharmaceutical Industries is priced for further gains or already reflecting most of the good news, starting with a clear look at its current valuation can help you frame that question. Teva’s share price closed at US$34.08, with returns of 7.1% over 7 days, 9.2% over 30 days, 10.1% year to date, 92.2% over 1 year, 216.7% over 3 years and 178.4% over 5 years. This naturally raises questions about what is already built into the price and what might still be on...
NYSE:NNI
NYSE:NNIConsumer Finance

How Nelnet’s Dividend Hike and Buybacks At Nelnet (NNI) Has Changed Its Investment Story

Nelnet, Inc. recently declared a first-quarter cash dividend of US$0.33 per share on its Class A and Class B common stock, payable on March 13, 2026, to shareholders of record as of February 27, 2026. This dividend decision comes alongside 18% annual revenue growth over the past two years, sustained share buybacks, and a return on equity of 10.7%, highlighting a multifaceted approach to rewarding shareholders. Next, we will examine how Nelnet’s combination of robust revenue growth and...
NYSE:NEXA
NYSE:NEXAMetals and Mining

Blockade Halts Nexa Mine Testing Community Relations And Investor Expectations

Nexa Resources (NYSE:NEXA) has temporarily suspended operations at its Atacocha San Gerardo mine. The halt follows a road blockade by members of the local community protesting near the site. The mine is currently operating with a minimum workforce focused on critical services and maintenance. Nexa Resources enters this disruption with the stock at $12.61 after a strong run, including a 42.5% return over the past 30 days and 43.5% year to date. Over the past year, NYSE:NEXA has returned...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Definium Therapeutics Adds Commercial Leader As Phase 3 Milestones Approach

Definium Therapeutics (NasdaqGS:DFTX) appointed veteran biopharmaceutical executive Roger Adsett to its Board of Directors. Adsett brings extensive experience in commercial strategy, operations, and the launch of multiple therapies. The appointment comes as Definium Therapeutics prepares for three anticipated Phase 3 readouts. For you as an investor, the key point is that Definium Therapeutics operates in the biopharmaceutical space, where late stage clinical milestones can be important...
NasdaqGS:GCL
NasdaqGS:GCLEntertainment

GCL Global Holdings (GCL) One Off Gain Driven Profit Tests Bullish Narratives

GCL Global Holdings (NasdaqGS:GCL) has just posted its H1 2026 scorecard, with H2 2025 revenue at about US$91.2 million and basic EPS of US$0.03, while the trailing twelve months show revenue of roughly US$142.1 million and basic EPS of US$0.05 as the group moved from earlier losses into profit. The company has seen revenue move from US$97.5 million to US$142.1 million over the trailing periods shown, with EPS shifting from small losses to positive figures. In this context, the latest half...
NYSE:OC
NYSE:OCBuilding

Is Owens Corning (OC) Attractive After Recent Share Price Slide And DCF Assessment

If you are wondering whether Owens Corning shares are offering good value today, it helps to first line up the recent price moves with what the underlying estimates and balance sheet are telling you. The stock last closed at US$119.84, with returns of 7.1% over the past 30 days, 5.0% year to date, a 33.6% decline over the last year, and gains of 25.3% and 58.8% over the past 3 and 5 years respectively. This performance may leave you questioning whether the current price still reflects...
NasdaqGS:PSMT
NasdaqGS:PSMTConsumer Retailing

Is It Too Late To Consider PriceSmart (PSMT) After A 58% One Year Share Price Jump

If you are wondering whether PriceSmart's recent share price puts it on sale or at a premium, you are in the right place for a clear look at what the current price could mean for you. PriceSmart shares last closed at US$142.21, with returns of 1.1% over 7 days, 15.9% over 30 days, 15.3% year to date, 58.3% over 1 year, and 100.4% over 3 years, compared with 53.8% over 5 years. Recent attention on PriceSmart has been shaped by ongoing coverage of its membership warehouse model in Latin...
NasdaqGS:TXRH
NasdaqGS:TXRHHospitality

Assessing Texas Roadhouse (TXRH) After Recent Share Price Strength And Mixed Valuation Signals

If you are wondering whether Texas Roadhouse is fairly priced or offering value right now, the key is to look closely at what the current share price actually reflects. The stock recently closed at US$179.86, with a 30 day return of 8.3%, a 7 day return of 5.7% and a 1 year return of 0.9%. Together, these figures provide a mixed picture of shorter term swings and longer term performance. Recent attention around Texas Roadhouse has focused on its position in the casual dining space and on how...
NYSE:WY
NYSE:WYSpecialized REITs

Weyerhaeuser (WY) Premium 57x P/E Tests Bullish Earnings Growth Narratives

Weyerhaeuser FY 2025 earnings snapshot Weyerhaeuser (WY) has wrapped up FY 2025 with fourth quarter revenue of US$1,541 million and basic EPS of US$0.10, rounding out a year where trailing twelve month revenue sits at US$6.9 billion and EPS at US$0.45. Over the past few quarters, the company has seen quarterly revenue move from US$1,763 million in Q1 2025 to a peak of US$1,884 million in Q2 2025 before landing at US$1,541 million in Q4. EPS ranged from US$0.11 to US$0.12 for the first three...
NasdaqCM:LTRX
NasdaqCM:LTRXCommunications

A Look At Lantronix (LTRX) Valuation After New AI Defense Alliance With Safe Pro Group

Lantronix’s AI Defense Partnership Comes Into Focus Lantronix (LTRX) has drawn fresh attention after signing a Memorandum of Understanding and Master Services Agreement with Safe Pro Group to co-develop Qualcomm-based, AI-powered edge compute solutions for defense and autonomous drone systems. See our latest analysis for Lantronix. Lantronix’s AI defense agreement lands against a backdrop of firming momentum, with a 34.69% 90 day share price return and a 68.96% one year total shareholder...
NasdaqCM:COFS
NasdaqCM:COFSBanks

ChoiceOne Financial Services (COFS) Net Interest Margin Holds At 3.77% As Asset Quality Concerns Grow

ChoiceOne Financial Services (COFS) has released its latest FY 2025 figures, reporting third quarter revenue of US$44.5 million and EPS of US$0.98, alongside trailing twelve month revenue of US$127.9 million and EPS of US$1.73. Over the past year, the company has seen revenue move from US$83.1 million to US$127.9 million on a trailing basis, while EPS shifted from US$3.00 to US$1.73. This sets a mixed backdrop for anyone tracking the stock around its recent US$28.69 share price. With a...
NYSE:KNF
NYSE:KNFBasic Materials

Why Knife River (KNF) Is Down 8.6% After Headland Capital Fully Exits Its Stake - And What's Next

Headland Capital recently disclosed in an SEC filing that it has sold its entire Knife River stake in a transaction worth about US$4.89 million, exiting the construction materials and contracting company despite its record third-quarter revenue and strong infrastructure-linked backlog. The move highlights how concerns over margin pressure, weather-related disruptions, and the need for greater operational efficiency can outweigh headline revenue strength in institutional portfolio...
NYSE:VMI
NYSE:VMIConstruction

Is It Too Late To Consider Valmont Industries (VMI) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Valmont Industries is still good value after its recent run, this article walks through what the current price might be telling you about expectations baked into the stock. Shares of Valmont Industries last closed at US$445.56, with returns of 1.2% over 7 days, 10.7% over 30 days, 8.2% year to date, 35.4% over 1 year, 41.2% over 3 years and 118.9% over 5 years. These performance figures can influence how investors think about future upside and risk. Recent...
NasdaqCM:PDEX
NasdaqCM:PDEXMedical Equipment

Pro Dex (PDEX) One Off Gain Clouds 68% Trailing Earnings Growth Narrative

Pro-Dex (PDEX) has released its Q2 2026 numbers, reporting revenue of US$18.7 million and Basic EPS of US$0.67. The company’s quarterly revenue moved from US$16.8 million and EPS of US$0.63 in Q2 2025 to US$18.7 million and EPS of US$0.67 in Q2 2026, while trailing twelve month revenue reached US$72.1 million alongside Basic EPS of US$3.48. Together with a trailing year net margin of 15.7%, these figures highlight how much of the current margin profile comes from the core business rather than...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

ConnectOne Bancorp Marks Largest Deal And Push Into AI Efficiency

ConnectOne Bancorp (NasdaqGS:CNOB) completed the largest transaction in its history. The bank executed a full systems conversion shortly after the deal closed. The company outlined plans to consolidate branches and expand use of technology and AI. ConnectOne Bancorp, a regional banking company focused on commercial and consumer clients, is entering a period of operational change that goes beyond its usual financial updates. Completing its biggest deal to date alongside a full systems...
NYSE:FICO
NYSE:FICOSoftware

Is It Time To Reassess Fair Isaac (FICO) After The Recent Share Price Slide

If you are wondering whether Fair Isaac's premium share price still lines up with its underlying value, or if expectations have run ahead of the fundamentals, this article walks through the numbers in a clear, practical way. The stock last closed at US$1,463.17, with returns of a 5.3% decline over 7 days, a 13.5% decline over 30 days, an 11.0% decline year to date and a 21.9% decline over 1 year, set against very large gains over 3 and 5 years of 114.8% and 206.2% respectively. Recent...
NYSE:ROK
NYSE:ROKElectrical

Is Rockwell Automation (ROK) Pricing Reflect Strong Share Gains Or Stretching Valuation Limits

If you are wondering whether Rockwell Automation's current share price lines up with its underlying value, you are not alone. This article focuses squarely on what the numbers can and cannot tell you about that question. The stock most recently closed at US$421.65, with stated returns of 0.9% over 7 days, 8.4% over 30 days, 5.8% year to date, 53.9% over 1 year, 53.2% over 3 years and 89.1% over 5 years. Recent coverage has highlighted Rockwell Automation as a key name in industrial...