U.S. Hospitality Stock News

In late January 2026, ProPetro Holding Corp. completed a follow-on equity offering of 15,000,000 common shares at US$10.00 each, raising US$150,000,000 after initially filing to offer 12,500,000 shares. This capital raise, executed at a discount of US$0.475 per share, highlights investor willingness to fund the company’s expansion and balance sheet objectives despite dilution concerns. We will now examine how this discounted follow-on equity offering shapes ProPetro Holding’s investment...

Broad Arrow Auctions, a Hagerty company, recently reported that its inaugural Global Icons: Online series across Europe and the UK generated over €18.30 million in sales with a 90 percent sell-through rate, including the first public sale of Michael Schumacher’s 1992 Benetton B192 Formula One car for €5.082 million. This strong collector participation across 35 countries highlights how Hagerty’s auction platform is extending the company’s reach well beyond its traditional insurance...

Genius Sports (GENI) is back in focus after launching BetVision for Tennis alongside the Australian Open, a product that combines low latency streams, integrated betslips, live stats, and tennis micro markets. See our latest analysis for Genius Sports. The BetVision for Tennis launch comes after a period where Genius Sports’ 1 day share price return of 3.89% contrasts with a 30 day share price return of 24.16% and a 1 year total shareholder return decline of 8.27%, suggesting recent product...

In recent commentary, Peabody Energy highlighted its core coal operations, the Centurion metallurgical coal project valued by management at about US$1.50 billion, and emerging critical minerals potential as key pillars of its business. An important angle for investors is how Peabody’s coal assets and critical minerals exposure intersect with rising AI-driven power needs and U.S. government supply priorities. We will now examine how Peabody’s focus on critical minerals within its coal...

Pagaya Technologies (PGY) is back in focus after closing an $800 million AAA rated personal loan asset backed securitization, its largest since November 2024. The deal underscores institutional interest in its AI driven consumer credit assets. See our latest analysis for Pagaya Technologies. Despite the securitization headline, Pagaya’s recent trading has been weak, with a 7 day share price return of a 13.91% decline and a 30 day share price return of a 25.23% decline. Its 1 year total...

If you are wondering whether Upwork's current share price reflects its long term potential, this article walks through what the numbers actually say about value. The stock recently closed at US$17.05, with returns of 16.9% decline over 7 days, 17.3% decline over 30 days, a 14.1% decline year to date, an 8.3% gain over 1 year, a 26.7% gain over 3 years, and a 68.0% decline over 5 years. These mixed returns have come alongside ongoing attention on freelancing platforms and how flexible work...

Progyny (PGNY) has drawn investor attention after recent trading, with the share price last closing at US$22.77 and mixed returns over the past year, including a decline over the past month and a gain over the past 3 months. See our latest analysis for Progyny. The recent 30 day share price return of a 14.59% decline, alongside a 7.17% drop over the past week, contrasts with a 26.43% gain over 90 days. Meanwhile, the 1 year total shareholder return of 0.22% and 5 year total shareholder...

If you are wondering whether WisdomTree's recent share price leaves much value still on the table, you are not alone. This article is built to help you make sense of what the current price might imply. WisdomTree's share price recently closed at US$16.23, with returns of 23.8% over 30 days, 29.7% year to date, 68.8% over 1 year and a very large gain over 3 and 5 years. Recent coverage has focused on WisdomTree's position within the diversified financials space and how investors are reacting...

Analyst sentiment shift puts PENN Entertainment (PENN) under closer investor scrutiny Recent analyst updates on PENN Entertainment (PENN), including lower expectations and revised recommendations, have put the casino and online betting operator back in focus for investors assessing risk, reward, and timing. See our latest analysis for PENN Entertainment. PENN Entertainment’s recent analyst reset comes after a choppy stretch, with a 1-day share price return of 4.32% at US$13.04 contrasting...

In January 2026, Regions Financial announced a partnership with payments technology firm Worldpay to upgrade how its business clients accept payments and manage cash flow, while its charitable arm committed US$100,000 in disaster recovery grants across Middle Tennessee and North Mississippi after a major winter storm. Together, the Worldpay collaboration and targeted storm relief efforts highlight Regions Financial’s dual focus on modernizing client services and reinforcing its community...

Manhattan Associates (MANH) just reported fourth quarter and full year 2025 results that came in ahead of Wall Street expectations, alongside fresh 2026 guidance and an update on its long running share repurchase program. See our latest analysis for Manhattan Associates. Despite the earnings beat and new guidance, the share price has had a tough stretch, with a 30-day share price return of 16.85% and a 90-day share price return of 21.07% contributing to a 1-year total shareholder return of...

Lumentum Holdings (LITE) Q2 2026 earnings snapshot Lumentum Holdings (LITE) reported Q2 2026 revenue of US$665.5 million with basic EPS of US$1.10, alongside quarterly net income of US$78.2 million as the company continued to report profits over the trailing twelve months. The company’s revenue moved from US$402.2 million in Q2 2025 to US$665.5 million in Q2 2026, while quarterly basic EPS shifted from a loss of US$0.88 to a profit of US$1.10 over the same period, indicating a very different...

The Public Utility Division of the Oklahoma Corporation Commission has moved to hire an independent evaluator to oversee Oklahoma Gas and Electric Company’s 2026 All Source RFP, following concerns about the company’s self-bidding and project choices that could raise costs for customers. This push for third-party oversight highlights growing regulatory unease about how OG&E structures its resource procurement, with potential implications for future rate decisions and capital planning. We’ll...

Knowles (NYSE:KN) CEO Jeffrey Niew recently sold a significant portion of his directly held shares. The sale took place after a period of strong earnings momentum for the company. The transaction occurred ahead of the company’s upcoming results announcement. Knowles, a supplier of acoustic components and audio solutions, operates across consumer electronics, industrial applications and other audio intensive end markets. The recent insider sale follows a stretch of solid financial...

Markel Group Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$4,007.97 million and net income reaching US$576.81 million, while full-year net income came in at US$2.11 billion. Despite lower full-year earnings per share from continuing operations, the company delivered higher quarterly EPS than a year ago, highlighting a strong finish to 2025. With quarterly earnings per share from continuing operations improving year on year, we’ll examine how this shapes Markel...

Fourth quarter earnings reset expectations for PACCAR (PCAR) PACCAR (PCAR) is back in focus after its fourth quarter 2025 earnings, where sales of US$6,252.1 million and net income of US$556.9 million came in below the prior year but ahead of revenue forecasts. See our latest analysis for PACCAR. Despite the softer quarter, PACCAR’s share price has moved higher, with a 31.03% 90 day share price return and a 23.52% 1 year total shareholder return suggesting sentiment has improved rather than...

In recent days, President Donald Trump launched Project Vault, a US$12 billion plan funded by a US$10 billion Export-Import Bank loan and private capital to build a U.S. strategic stockpile of critical minerals, directly affecting rare earth producers such as MP Materials. The initiative reinforces rare earths as a national security priority, potentially elevating the role of domestic producers like MP Materials in future supply chain planning. We will now examine how Project Vault’s...

Universal Technical Institute, Inc. has reported past first-quarter 2026 results, with sales rising to US$220.84 million while net income fell to US$12.83 million compared with the previous year. This mixed update follows the company’s ongoing expansion in healthcare education through Concorde Career Colleges and new skilled trades programs, highlighting its push to broaden revenue sources even as profitability tightens. Next, we will examine how this combination of higher revenue but lower...

Booz Allen Hamilton Holding recently launched Vellox Reverser, an AI-driven malware reverse engineering and threat intelligence product now broadly available to federal and commercial customers, while also expanding its role in Halcyon’s new Incident Response Partner Program alongside Beazley Security. The combination of automated malware analysis, historical campaign linkage, and integrated incident response positions Booz Allen more firmly as a full-spectrum cybersecurity solutions...

Mondelez International (MDLZ) has wrapped up FY 2025 with fourth quarter revenue of US$10.5b and basic EPS of US$0.52, alongside net income of US$665m, setting the tone for how the full year is being judged. The company has seen quarterly revenue move from US$9.6b in Q4 2024 to US$10.5b in Q4 2025, while basic EPS shifted from US$1.31 to US$0.52 over the same period, giving investors a view of top line scale and per share profitability. With trailing net profit margins down over the past year...

Cincinnati Financial increased its quarterly dividend by 8%, marking its 66th consecutive year of dividend growth. The company announced new executive appointments in actuarial, reinsurance, and financial leadership roles. These updates highlight both shareholder returns and leadership changes at NasdaqGS:CINF. Cincinnati Financial, traded as NasdaqGS:CINF, recently reported a quarterly dividend increase alongside several leadership changes. The stock closed at $168.95, with a 1 year...

American Assets Trust (AAT) has wrapped up FY 2025 with fourth quarter revenue of US$110.1 million, Funds From Operations of US$36.0 million and basic EPS of US$0.05. Trailing twelve month revenue stands at US$436.2 million with EPS at US$0.92. Over recent quarters the company has seen revenue move from US$112.2 million in Q4 2024 to US$110.1 million in Q4 2025, with basic EPS shifting from US$0.15 to US$0.05 across the same period. Taken together, this sets a cautious tone around earnings...

Essex Property Trust (ESS) has put fresh numbers on the table, reporting fourth quarter and full year 2025 results that combine higher revenue with weaker profitability and a cautious Core FFO outlook for 2026. See our latest analysis for Essex Property Trust. At a share price of $252.57, Essex Property Trust has seen a 2.01% 1 day share price return and a 2.89% 7 day share price return. Its 1 year total shareholder return shows an 11.39% decline, compared with a 20.52% gain over three years...

Event driven snapshot of Construction Partners Construction Partners (ROAD) has attracted fresh attention after recent share price moves, with the stock closing at $114.77. Investors are weighing this level against the company’s fundamentals, returns, and current valuation metrics. See our latest analysis for Construction Partners. After a small 2.37% decline in the latest session, the recent 2.33% year to date share price return sits alongside a 1 year total shareholder return of 41.83% and...