U.S. Hospitality Stock News

Recent analyst commentary on EchoStar (SATS) has focused on potential spectrum sales, progress on Dish creditor issues, and interest from major wireless carriers. This mix has coincided with stronger recent share performance. See our latest analysis for EchoStar. The recent focus on spectrum monetisation and Dish creditor progress sits alongside strong share price momentum. The 30 day share price return is 17.42% and the 90 day share price return is 68.43%, while the 1 year total shareholder...

Wondering whether T-Mobile US at around US$197.51 is offering fair value right now, or if the current price is leaving some upside on the table for patient investors. The stock has been relatively steady in the short term, with a 0.5% decline over the last week and a 1.2% gain over the last month, while the year to date return is a 1.0% decline and the 1 year return is a 6.3% decline. This contrasts with stronger 3 year and 5 year returns of 39.1% and 57.4% respectively. Recent news around...

Telluride ski patrollers recently went on strike seeking higher wages to reflect rising living costs and the risks of their specialized work, putting pressure on resort operators and partners including Vail Resorts. This labor action highlights how wage negotiations in high-cost mountain communities can influence both operational continuity and public perceptions of Vail Resorts’ employment practices. We’ll now examine how the Telluride patrollers’ wage demands and strike activity could...

Charles River Laboratories International (CRL) has announced a major leadership transition, with long-time CEO James C. Foster scheduled to retire in May 2026 and Chief Operating Officer Birgit Girshick named as his successor. See our latest analysis for Charles River Laboratories International. The CEO succession news comes after a strong period for the shares, with a 30 day share price return of 13.36% and a 90 day share price return of 28.62%. The 1 year total shareholder return of 15.08%...

Why Voya Financial (VOYA) Is On Investors’ Radar Today Voya Financial (VOYA) is drawing attention after recent share price moves, with the stock last closing at $78.14 and showing mixed short term returns over the past week and month. See our latest analysis for Voya Financial. While the latest 1 day share price return of 0.77% decline stands out, Voya Financial’s 1 month share price return of 6.0% and 1 year total shareholder return of 18.82% suggest momentum has been building rather than...

At its 2025 virtual annual meeting, Hycroft Mining Holding Corporation elected former Rite Aid and Peloton finance chief Sean D. Goodman to its Board of Directors, adding public-company financial and capital-markets experience as the miner pursues long-term development of its Nevada assets. This board refresh comes as Hycroft, now debt-free after substantial equity raises and fresh drilling results, attracts increased insider trading activity that highlights both confidence in its resource...

In early January 2026, President Donald Trump proposed a one-year cap on credit card interest rates at 10%, a move that directly targets a core revenue source for lenders like Synchrony Financial. This sudden policy push spotlights Synchrony’s heavy reliance on interest income from credit card balances, raising fresh questions about regulatory risk in its business model. Next, we’ll examine how the proposed 10% interest rate cap challenges Synchrony’s prior investment narrative built...

In recent months, Clorox has continued its multiyear turnaround after past ERP-related shipment disruptions, while also moving to unwind the Glad joint venture with Procter & Gamble by early 2026 and acquire P&G’s stake, maintaining access to certain trademarks through licensing. This combination of operational recovery efforts and structural portfolio change could reshape how Clorox balances efficiency, brand control, and long-term dividend support. We’ll now examine how Clorox’s ERP...

EZCORP recently presented at the ICR Conference 2026 in Orlando and reported quarterly earnings that surpassed analyst expectations, while research provider Wall Street Zen lowered its rating from “strong-buy” to “buy.” This mix of stronger-than-expected results, a modest rating downgrade, and continued positive views from other brokerages highlights how investor sentiment toward EZCORP is being shaped by both performance and differing analyst opinions. We’ll now examine how EZCORP’s...

PensionBee and SS&C Technologies Holdings (SSNC) have expanded their partnership around the RolloverCentral platform, giving customers a more automated way to move old 401(k) balances directly into PensionBee IRAs starting January 12, 2026. See our latest analysis for SS&C Technologies Holdings. For SS&C Technologies Holdings, the PensionBee rollout sits against a share price of US$85.94, with a recent 90 day share price return of 6.36% and a 1 year total shareholder return of 12.79%. This...

In recent months, TopBuild has benefited from a construction surge, with its installer-distributor model capturing value from both material markups and installation services, helping it consistently exceed earnings estimates. This dual-revenue approach has allowed TopBuild to enhance margins while some manufacturers face cost pressure, highlighting how its business model can extract more value from robust building activity. We'll now examine how TopBuild's installer-distributor model,...

Cactus (WHD) is back on investor radars after recent share price moves, with the stock showing mixed returns over different periods and a current close of $51.28. With a value score of 4 and an indicated intrinsic discount of 36.75%, some investors may be reassessing how Cactus is priced against its underlying business, which spans pressure control and spoolable pipe technologies. See our latest analysis for Cactus. Recent trading has been strong, with a 90 day share price return of 45.43%...

OnespaWorld Holdings Limited recently presented at the ICR Conference 2026 in Orlando, where CEO Leonard Fluxman and President/COO/CFO Stephen Lazarus discussed the business outlook and operational updates. The company also issued preliminary revenue and adjusted EBITDA guidance for 2025 and 2026, highlighting a completed UK and Italy reorganization and an exit from land-based health and wellness centers in Asia to sharpen its cruise-focused model. Next, we’ll explore how this renewed focus...

Alphatec Holdings, Inc. recently announced a partnership with Theradaptive, Inc. that grants Alphatec exclusive U.S. rights to commercialize the OsteoAdapt osteoinductive bone graft for spinal fusion, while reaffirming strong preliminary 2025 results and issuing 2026 revenue guidance of approximately US$890 million. This collaboration combines a next-generation bone regeneration technology that has received three FDA Breakthrough Device Designations with Alphatec’s expanding spine-focused...

In the past quarter, monday.com reported revenue growth of 26.2% year on year, exceeding analyst expectations by 1.4% and delivering its highest ever non-GAAP operating profit, while issuing slightly softer revenue guidance for the upcoming period. This combination of strong reported results and cautious near-term outlook highlights how remote-work-driven demand is supporting profitability even as management signals prudence about future growth. Next, we’ll examine how monday.com’s record...

Recent commentary has pushed VICI Properties (VICI) back into focus as investors consider perceived undervaluation, resilient rent streams and disciplined capital allocation ahead of the company’s upcoming fourth quarter and full year 2025 earnings release. See our latest analysis for VICI Properties. At a share price of $27.89, VICI’s recent 90 day share price return of a 10.38% decline contrasts with a 1 year total shareholder return of 2.75% and a 5 year total shareholder return of 43.85%...

SL Green Realty Corp. and Rockpoint recently formed a joint venture at 100 Park Avenue in Midtown Manhattan, with SL Green selling a 49% interest in the 905,000-square-foot office tower at a gross asset valuation of US$425.0 million. The transaction highlights ongoing investor appetite for high-quality, amenity-rich Manhattan offices and gives SL Green additional financial flexibility across its broader Park Avenue portfolio. Next, we will examine how monetizing a 49% stake in 100 Park...

Affiliated Managers Group (AMG) recently reached an all-time high, with the share price climbing 5% in a single session as favorable analyst commentary combined with reported financial results and lifted investor sentiment. See our latest analysis for Affiliated Managers Group. That all time high sits on top of a strong run, with a 30 day share price return of 12.57% and a 90 day share price return of 30.59%. The 1 year total shareholder return of 75.04% suggests momentum has been building...

Crown Castle recently terminated its wireless infrastructure agreement with DISH Wireless after DISH defaulted on its payment obligations, and the company is now pursuing recovery of more than US$3.50 billion in remaining payments. While Crown Castle says it does not expect this dispute to affect its 2025 outlook, the default highlights meaningful exposure to customer credit risk and uncertainty around collecting large contractual receivables. Next, we’ll examine how the DISH default and...

Bank of Hawaii (BOH) has come back into focus after its board declared quarterly dividends on two series of preferred stock, giving investors fresh information to weigh against recent share price softness and regional bank sector worries. See our latest analysis for Bank of Hawaii. Those preferred dividends land at a time when the common stock is trading at $69.73, with a 90 day share price return of 8.51% but a 3 year total shareholder return of 0.78% decline, suggesting recent momentum has...

New 2026 revenue guidance and why it matters PTC Therapeutics (PTCT) has issued fresh 2026 guidance, telling investors it anticipates total product revenue of US$700 million to US$800 million, excluding Evrysdi royalty revenue and collaboration revenue. This range gives you a clearer view of how much of the business comes from the company’s own commercial portfolio. That can help frame expectations around scale, mix of products, and potential profitability drivers. See our latest analysis for...

US Foods Holding Corp. recently reaffirmed its fiscal 2025 outlook, guiding to net sales growth of 4% to 5%, alongside double-digit adjusted EBITDA and EPS growth expectations, ahead of its presentation at the 28th Annual Needham Growth Conference in New York. By confirming its targets just before a high-profile investor conference, management is signaling confidence in the company’s operational initiatives and near-term growth plan. Next, we’ll examine how reaffirmed 2025 guidance ahead of...

TG Therapeutics recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, where CEO Michael S. Weiss outlined updates on the company and its multiple sclerosis therapy Briumvi. Investors are paying close attention to fresh commentary on Briumvi demand and management’s 2026 priorities, viewing this conference appearance as a key indicator of how the commercial story may be evolving. We’ll now examine how expectations around updated Briumvi demand commentary at...

Transocean (RIG) shares are in focus after the company disclosed new work for two offshore rigs, with contracts in Brazil and Norway adding approximately $168 million of firm backlog and extending visibility on future drilling activity. See our latest analysis for Transocean. The new rig awards arrive after a strong run in the share price. Transocean’s 90 day share price return of 36.86% contrasts with a more modest 0.71% year to date gain, while the 1 year total shareholder return of 4.40%...