U.S. Hospitality Stock News

MGIC Investment (MTG) is catching investor attention as mortgage rates continue to ease and housing inventory improves. At the same time, the company’s recent share repurchases indicate that management remains optimistic about future performance and shareholder value. See our latest analysis for MGIC Investment. MGIC Investment’s 1-month share price return of 7.7% stands out in the current environment, as investors warm up to easing mortgage rates and stronger housing fundamentals. Momentum...

In recent days, Stifel reiterated its Buy rating for DNOW, and Susquehanna upgraded its view, reflecting renewed analyst confidence in the company’s prospects. This wave of positive analyst sentiment was supported by improved survey results and increased expectations for DNOW's performance over the next year. We'll explore how this broad analyst optimism, driven by better company outlook surveys, might influence DNOW's investment narrative moving forward. The end of cancer? These 29 emerging...

American Tower recently reported its third quarter results, showing a 7.7% year-over-year increase in revenue driven by tenant billings and property revenues, surpassing analyst expectations. Despite the strong topline growth, some investor concerns emerged as the company experienced a slight decline in both free cash flows and operating cash flows compared to the same period last year. We’ll explore how concerns over declining cash flows could shape American Tower’s broader investment...

Wondering if Corning is undervalued or ready for its next big run? You are not alone. Let’s dive into whether the current price really reflects the company’s potential. Corning’s stock price has seen some noticeable swings lately, popping up 5.2% over the last week but still down 7.4% across the past month. Despite this short-term volatility, it is up 79.0% year-to-date and 75.0% over the last 12 months. The recent buzz around Corning comes as the company announced a strategic expansion of...

Ever wondered if Starbucks is trading at a price that truly reflects its value, or if there's an opportunity hidden in plain sight? Starbucks shares have seen some ups and downs lately, rising 1.6% over the past week and 3.0% in the last month, but still sitting at -13.1% for the past year. Market chatter around Starbucks has focused on consumer trends and expansion moves, including growing its global footprint and rolling out new in-store experiences. These headlines may explain some of the...

Wondering if Comerica is truly a bargain or trading at a premium? You are definitely not alone, and there is a lot to unpack about the real value behind this stock. After a strong run, Comerica’s shares have climbed 30.4% year to date and 16.1% in the past year. This hints at renewed investor optimism and possibly shifting risk perceptions. Recent headlines have highlighted robust loan growth and management’s efforts to strengthen the balance sheet. This provides much-needed context to the...

Carrier Global (CARR) grabbed investor attention after CEO David Gitlin purchased $1 million in company stock. This came shortly after the company posted stronger-than-expected third-quarter earnings and offered a more cautious outlook for the months ahead. See our latest analysis for Carrier Global. Carrier Global’s share price has faced significant pressure lately, with a 17% drop over the past three months and a 10% pullback in the last month alone. Despite the recent dip, the latest total...

Wondering if Sherwin-Williams is a bargain or looks pricey these days? You are not alone in trying to figure out whether now is the time to buy or wait. In the last week, the stock rose 1.9% despite a 12.8% dip over the past year, hinting at renewed interest or shifting risk perceptions. Longer-term gains, like the 52.6% return over five years, show the stock still has plenty of history behind it. Recent headlines have focused on strategic business moves and evolving demand...

In recent days, Marvell Technology attracted a wave of positive analyst attention following its sale of the Automotive business and new investments in its Data Center segment, which is benefitting from hyperscaler partnerships and growth in AI infrastructure. An interesting outcome of these developments is Marvell's ability to support an accelerated share buyback program, reflecting both increased capital flexibility and analyst confidence in the company's focus on high-growth areas. We'll...

SnapInspect’s integration with AppFolio (APPF) is now live, offering automation tools and real-time updates designed to simplify property management. This collaboration highlights AppFolio’s ongoing effort to streamline operations for industry professionals. See our latest analysis for AppFolio. AppFolio’s latest integration comes at a time when investors are facing a more challenging period. The stock is down 8% year-to-date and has logged a 1-year total shareholder return of -10%. Its...

Palo Alto Networks (PANW) is back in the spotlight after reporting quarterly sales growth that came in above expectations, fueled by strong demand for next-generation security platforms like SASE and AI-powered tools. The company has also raised its revenue and earnings guidance for the fiscal year, which underscores confidence in its trajectory amid ongoing digital transformation efforts. See our latest analysis for Palo Alto Networks. Momentum around Palo Alto Networks has been a bit...

Coca-Cola (KO) shares have edged slightly higher over the past month, gaining 7%, as investors weigh the company’s steady performance. Market watchers are keeping an eye on recent revenue and net income growth, which suggest underlying momentum. See our latest analysis for Coca-Cola. Zooming out, Coca-Cola’s share price has shown impressive resilience, climbing 17.85% year-to-date and contributing to a compelling five-year total shareholder return of 56.21%. With momentum strengthening and...

Intapp (INTA) just delivered quarterly results that topped market expectations on both the top and bottom line, a move investors generally like to see. However, management’s cautious full-year revenue forecast sparked a more muted response, as the new guidance seemed to cool enthusiasm for now. See our latest analysis for Intapp. Intapp’s share price showed a solid rebound in the last month, climbing over 10 percent, but year-to-date remains down sharply. Investors cheered the earnings beat;...

Four Corners Property Trust (FCPT) quietly continues executing its strategy of acquiring and leasing restaurant and retail properties. While recent headlines have been sparse, many investors are watching FCPT's valuation and operational growth closely these days. See our latest analysis for Four Corners Property Trust. With Four Corners Property Trust’s share price sitting at $24.01, momentum has been more sideways than surging lately. The bigger story lies in the longer-term results. After a...

Dynatrace (DT) just made its new integration with Amazon Bedrock AgentCore available for AWS customers. This move puts Dynatrace ahead in supporting complex AI agent workflows. This development underscores the company’s focus on AI-driven observability and collaboration. See our latest analysis for Dynatrace. The share price tells a mixed story. While Dynatrace has lost nearly 19% year-to-date and its one-year total shareholder return is down over 21%, patient investors have still seen...

Lam Research celebrated the opening of its new US$65 million, 120,000-square-foot office building in Tualatin, Oregon, which adds capacity for up to 700 employees and expands the company's research and development operations in the Silicon Forest. This expansion highlights Lam's multi-year commitment to enhancing facilities in key locations, supporting its role as a supplier to the rapidly evolving semiconductor industry amid AI-driven demand. We'll explore how Lam's significant new...

Earlier this week, UBS upgraded Applied Materials after highlighting the company's strong positioning to benefit from an anticipated surge in demand for semiconductor equipment, particularly in the DRAM market driven by AI and data center growth. The company also announced new AI-focused chip manufacturing technologies and expanded R&D efforts in Korea, underlining its commitment to innovation in advanced semiconductor processes. We'll look at how Applied Materials' preparation for a surge...

Wondering if Darling Ingredients is actually a bargain on the market right now? You are not alone, especially with so much buzz around whether the current price reflects the company's true worth. The stock has jumped 9.6% in the last week and is up 9.4% over the past month. It is still down nearly 10% over the past year, making investors question if a comeback is underway or if risk remains high. Recent headlines have focused on Darling's strategic partnerships in sustainable biofuels and...

Agnico Eagle Mines (NYSE:AEM) is drawing attention after its earnings outlook received a notable upgrade, along with a strong consensus from analysts. Investors are also watching a significant decrease in short interest, which may suggest growing confidence in the stock. See our latest analysis for Agnico Eagle Mines. Building on the upgraded outlook and reduced short interest, shares of Agnico Eagle Mines have surged, with a 1-year total shareholder return of 107% and a remarkable...

Wondering if Urban Outfitters stock is a hidden gem or overhyped? If you have even a passing curiosity about how much the company is really worth, you are in the right place. Urban Outfitters has caught investor attention with its shares up 21.0% over the past week, 36.5% year-to-date, and a 59.2% jump over the last year. This puts growth potential and risk in the spotlight. Much of this momentum has come alongside major headlines such as the company’s expansion of its Free People brand and...

Hilltop Holdings (HTH) just reported earnings that put its broker/dealer segment in the spotlight, showing faster growth. Commercial banking continues to improve, even as mortgage headwinds remain for now. See our latest analysis for Hilltop Holdings. Hilltop Holdings’ recent earnings have powered the stock higher, with a year-to-date share price return of nearly 23%. This reflects renewed investor confidence as the broker/dealer segment accelerates and commercial banking steadies. Its...

Wondering if Avadel Pharmaceuticals’ stock is a hidden gem or priced to perfection? Let's break down what really matters for curious investors trying to spot value. After skyrocketing 94.5% year-to-date, with a recent 13.2% gain over the last month (even after a 7.1% pullback in the past week), Avadel’s price action is definitely worth a closer look. Big moves like these often reflect shifting views on growth or risk. These gains come on the heels of significant updates, including regulatory...

Earlier this week, BWX Technologies reported stronger than expected Q3 results and raised its full-year 2025 guidance, citing robust demand and successful integration of its Kinectrics acquisition. A significant US$7.4 billion backlog and recent government contract wins are helping the company improve income diversification and justify its premium valuation, despite a focus on debt reduction in the near term. We'll explore how BWX Technologies' upgraded outlook and rising backlog impact its...

Earlier this week, EKO Instruments USA announced the installation of advanced weather stations featuring MS-80SH Pyranometers, which integrate with Emerson’s Ovation Green solar solutions, at Mitsui & Co.’s 110MW Three W Solar project in Texas, while Emerson also revealed its automation technology will be central to South32’s Hermosa mine in Arizona. These wins highlight Emerson’s role in embedding high-efficiency control and data systems for major renewable energy and critical mineral...