U.S. Hospitality Stock News

NYSE:OVV
NYSE:OVVOil and Gas

Assessing Ovintiv (OVV) Valuation As Recent Share Price Momentum Meets Mixed Earnings Multiple Signals

Why Ovintiv Is On Investors’ Radar Today Ovintiv (OVV) has been drawing fresh attention after a period of solid share price performance, with returns over the month, past 3 months and past year outpacing its year to date move. See our latest analysis for Ovintiv. The recent 10.9% 1 month share price return, on top of a 15.9% 3 month share price gain and a 162.4% 5 year total shareholder return, points to momentum that has built up over time rather than appearing suddenly. If Ovintiv’s move...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

A Look At Casella Waste Systems (CWST) Valuation After Recent Share Price Moves

Why Casella Waste Systems Is On Investors’ Radar Today Casella Waste Systems (CWST) has drawn fresh attention after recent share price moves, with the stock closing at US$100.88. That price, combined with its recent returns, is prompting a closer look at the waste services provider. See our latest analysis for Casella Waste Systems. While the share price has slipped in the last week, with a 7 day share price return of 4.66% and a 1 day decline of 2.34%, the 90 day share price return of 13.9%...
NYSE:ZETA
NYSE:ZETASoftware

A Look At Zeta Global Holdings (ZETA) Valuation After The Sector-Wide Software Sell Off

A sector wide sell off in software stocks, sparked by mixed earnings and outlooks from SAP and ServiceNow, weighed on Zeta Global Holdings (ZETA). The stock declined alongside peers as sentiment turned cautious. See our latest analysis for Zeta Global Holdings. At a share price of $18.58, Zeta Global’s recent 1 day share price decline of 4.57% and 7 day share price decline of 14.57% sit against a 3 year total shareholder return of 89.59%. This suggests that long term holders have still seen...
NYSE:XYZ
NYSE:XYZDiversified Financial

Block Expands With 7 Leaves Deal And Dublin Office As Shares Lag

Block (NYSE:XYZ) is partnering with 7 Leaves Cafe on a national rollout of its commerce and payment platform across the cafe chain's US locations. The company has also opened a new office in Dublin as part of its plan to expand its presence and product development efforts in Europe. Block enters this news cycle with its shares at $60.43 and a mixed recent track record, including a 7 day return of 9.6% decline and a 1 year return of 33.5% decline. Over longer periods, the stock shows a 3...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

How Investors May Respond To Lucid Group (LCID) Winter Range Record Amid Ongoing Shareholder Dilution

Lucid Group recently reported that its Lucid Air Grand Touring achieved the longest range in the 2026 Norges Automobil-Forbund Winter Test, covering 520 kilometers in extreme cold without charging, underscoring its proprietary electric powertrain capabilities. This technical milestone arrives as investors remain focused on Lucid’s continued operating losses and repeated equity funding from Saudi Arabia’s Public Investment Fund, raising questions about how technology leadership fits with its...
NYSE:AXS
NYSE:AXSInsurance

Record Premiums, Earnings Beat and Buybacks Might Change The Case For Investing In AXIS Capital (AXS)

AXIS Capital Holdings Limited recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$1,734.43 million for the quarter and US$6.56 billion for the year, while quarterly diluted EPS from continuing operations increased to US$3.67 and full-year diluted EPS held steady at US$12.35. The company paired record gross written premiums of US$9.60 billion and an 18% year-on-year increase in diluted book value per share with the completion of a US$291.53 million share...
NYSE:NVST
NYSE:NVSTMedical Equipment

Envista Holdings Growth Push Pressures Returns And Market Share Prospects

Envista Holdings, NYSE:NVST, is seeing weaker returns on capital from its recent growth push. The company is finding it harder to defend market share in core dental equipment and technology lines. These shifts are raising questions about the durability of its traditional profit engines. Envista Holdings, NYSE:NVST, sits at a current share price of $23.47 after a mixed run, with the stock up 14.4% over the past year but down 43.0% over three years and 37.7% over five years. That kind of...
NYSE:WAL
NYSE:WALBanks

What Western Alliance Bancorporation (WAL)'s Record Q4 2025 Earnings and Buyback Mean For Shareholders

Western Alliance Bancorporation recently reported its fourth-quarter 2025 results, with net interest income rising to US$766.2 million and net income reaching US$286.1 million, alongside higher net loan charge-offs of US$44.6 million. Along with these record quarterly figures, the bank completed a share repurchase of 800,000 shares and strengthened its cyber risk oversight by appointing veteran security executive Stephen McMaster as Chief Information Security Officer. With these developments...
NYSE:TAL
NYSE:TALConsumer Services

Assessing TAL Education Group (TAL) After Shares Rally And Regulatory Reset

If you are wondering whether TAL Education Group's current share price reflects its true worth, you are not alone. This article is built to help you put a number around that question. The stock last closed at US$12.70, with returns of 13.5% over 7 days, 16.4% over 30 days, 10.5% year to date, 3.8% over 1 year, 87.3% over 3 years and an 84.2% decline over 5 years. Recent news around TAL has focused on the company finding its footing within China's evolving after school tutoring rules and...
NasdaqGS:DCOM
NasdaqGS:DCOMBanks

A Look At Dime Community Bancshares (DCOM) Valuation After Q4 Results And Capital Return Moves

Dime Community Bancshares (DCOM) just paired a robust fourth quarter with a $40 million subordinated debt redemption plan and a reauthorized share repurchase program, providing investors with fresh information on capital use and earnings power. See our latest analysis for Dime Community Bancshares. The recent capital actions and strong Q4 come after a period of strengthening share price momentum, with a 30 day share price return of 13.06% and a 90 day share price return of 29.60%, while the 1...
NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

A Look At Flywire (FLYW) Valuation After Recent Share Price Weakness

Recent performance snapshot Flywire (FLYW) has drawn investor attention after a stretch of weaker share performance, with the stock showing a 2.4% decline over the past day and a 34.8% decline over the past year. Over the past month, Flywire has recorded an 11.0% decline. The past 3 months show a 5.4% decline and the year-to-date return is a 9.4% decline, all measured against a last close of US$12.60. See our latest analysis for Flywire. For Flywire, the weak 1 year total shareholder return...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Is Palantir (PLTR) Quietly Becoming Core Sovereign AI Infrastructure Rather Than Just Analytics Software?

In January 2026, Sovereign AI selected Accenture and Palantir Technologies to help build and scale next-generation, sovereign-grade AI data centers across EMEA, while HD Hyundai deepened its group-wide rollout of Palantir’s Foundry and Artificial Intelligence Platform in Korea. Together, these collaborations highlight how Palantir’s software is becoming embedded in critical national and industrial AI infrastructure, spanning energy, shipbuilding, robotics, and security-sensitive data...
NYSE:SNDR
NYSE:SNDRTransportation

Schneider National (SNDR) Margin Compression To 1.8% Tests Bullish Earnings Growth Narrative

Schneider National (SNDR) has wrapped up FY 2025 with fourth quarter revenue of US$1.4 billion and basic EPS of US$0.13, alongside net income of US$22.1 million. This sets the tone for a year where trailing twelve month revenue reached US$5.7 billion and EPS came in at US$0.59. Over recent quarters the company has reported revenue in a range between US$1.3 billion and US$1.5 billion, with quarterly EPS moving between roughly US$0.11 and US$0.21. For investors, the key question now is how...
NYSE:TDG
NYSE:TDGAerospace & Defense

TransDigm Group (TDG) Valuation Check After Recent Share Price Momentum

TransDigm Group (TDG) has drawn investor attention after recent share price moves, with the stock closing at $1,427.54. The company’s returns over the past month and past 3 months highlight its recent trading momentum. See our latest analysis for TransDigm Group. The recent 7.35% 1 month share price return and 9.10% 3 month share price return suggest momentum is building again, while the 12.74% 1 year total shareholder return and very large 3 and 5 year total shareholder returns point to...
NYSE:CVNA
NYSE:CVNASpecialty Retail

A Look At Carvana (CVNA) Valuation After Gotham Short Seller Earnings Allegations

Why Gotham’s short report has become a key issue for Carvana (CVNA) Multiple short seller reports accusing Carvana (CVNA) of inflating 2023 to 2024 earnings by over US$1b through related party dealings with DriveTime and other family controlled entities have turned the stock into a real battleground. Carvana firmly rejects the claims. Several Wall Street firms question Gotham City Research’s assumptions, leaving you to weigh headline grabbing allegations against disclosed financials, recent...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

Is IDEAYA Biosciences (IDYA) Pricing Reflect Its DCF Upside After Recent Share Pullback

If you are wondering whether IDEAYA Biosciences is trading at a fair price or not, you are in the right place because this article focuses squarely on what you are paying versus what you are getting. Despite some recent volatility, with the share price at US$32.19 and returns of 7.5% decline over 7 days, 6.9% decline over 30 days and 4.9% decline year to date, the stock still shows a 32.2% return over 1 year, 83.3% over 3 years and 67.2% over 5 years. Recent company specific developments and...
NYSE:BEN
NYSE:BENCapital Markets

Why Franklin Resources (BEN) Is Up 5.2% After Beating Q1 Earnings And Posting Record Inflows

Franklin Resources reported fiscal first-quarter 2026 results on January 30, with revenue rising to US$2.33 billion and net income reaching US$255.5 million, while adjusted earnings of US$0.70 per share exceeded analyst expectations. The company also posted record long-term client inflows that lifted assets under management to about US$1.68 trillion, supported by growth in alternatives, disciplined cost control, and the rollout of its new AI-driven Intelligence Hub platform with...
NYSE:GME
NYSE:GMESpecialty Retail

GameStop Targets Larger Consumer Deal As Cohen Pursues Conglomerate Future

GameStop (NYSE:GME) has announced plans to acquire a much larger publicly traded consumer company as part of a pivot toward a diversified conglomerate model. CEO Ryan Cohen is leading the effort, backed by a new performance-based pay plan and support from high-profile investors, including Michael Burry. The company cites its liquidity position as a key resource for pursuing this transformational deal, which would significantly expand GameStop's scale and industry reach. For investors, this...
NYSE:AZZ
NYSE:AZZBuilding

Has AZZ (AZZ) Run Too Far After Strong Multi‑Year Share Price Gains?

If you are wondering whether AZZ is still fairly priced after its run, this article will walk through what the current market price could be saying about its value. AZZ shares last closed at US$124.29, with returns of 0.6% over 7 days, 16.0% over 30 days, 13.3% year to date, 45.8% over 1 year and 195.3% over 3 years. This naturally raises questions about what is already reflected in the price. Recent company updates, including management commentary on operations and ongoing business...
NYSE:USB
NYSE:USBBanks

How Earnings Growth, Buybacks and New Debt Issuance Will Impact U.S. Bancorp (USB) Investors

U.S. Bancorp recently reported higher fourth-quarter and full-year 2025 earnings, continued share repurchases under its existing buyback program, and issued a series of new senior notes spanning 2032 to 2046 with both fixed and variable coupons. The bank is also undergoing a planned leadership transition, with CEO and President Gunjan Kedia set to become chair in April 2026 and longtime executive Souheil Badran retiring after helping embed automation and artificial intelligence across...
NYSE:CL
NYSE:CLHousehold Products

Colgate-Palmolive’s 2030 Plan Weighs Latin America Rebound And Pet Nutrition

Colgate-Palmolive (NYSE:CL) has set out a 2030 company plan focused on brands, product development, digital tools and supply chain efficiency. The plan comes alongside a turnaround in Latin America following earlier product issues in the region. The company is putting extra weight behind Hill’s pet nutrition and recent acquisitions, while its skin health unit faces weaker conditions, particularly in China. For investors watching consumer staples, Colgate-Palmolive sits in the spotlight with...
NYSE:KMX
NYSE:KMXSpecialty Retail

Should Giverny Capital’s Exit Over Omnichannel Payoff Concerns Require Action From CarMax (KMX) Investors?

Giverny Capital Asset Management disclosed in its fourth-quarter 2025 investor letter that it had fully exited its long-term holding in CarMax, criticizing management for not adjusting effectively to a tougher used car market marked by expensive vehicles, higher financing costs, and limited supply of 2–5 year-old cars. The move underscores how even long-term institutional holders can lose confidence when a retailer’s costly investments, such as CarMax’s omnichannel platform, fail to...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

A Look At Newmark Group (NMRK) Valuation After Its US$690 Million Sun Belt Multifamily Loan Deal

Why Newmark Group’s latest multifamily loan deal matters for shareholders Newmark Group (NMRK) is in focus after arranging a US$690 million loan to refinance 13 multifamily properties across five Sun Belt states, currently the largest U.S. multifamily closing this year. See our latest analysis for Newmark Group. This refinancing deal lands at a time when Newmark Group’s share price has been firming up, with a 7 day share price return of 4.33% and a year to date share price return of 5.07%,...
NYSE:LVS
NYSE:LVSHospitality

Is Las Vegas Sands (LVS) Pricing Looked At Again After Recent Share Price Slide?

If you are wondering whether Las Vegas Sands is attractively priced or not, starting with a clear view of its current valuation can help you decide how it might fit into your portfolio. The stock closed at US$52.73, with a 12% decline over the past 7 days and a 19% decline over the past 30 days, while the 1 year return sits at 17.5% and the 3 year and 5 year returns are 4.9% and 0.6% declines respectively. Recent coverage has focused on Las Vegas Sands as a large US listed casino and resort...