U.S. Hospitality Stock News

NYSE:CCO
NYSE:CCOMedia

Austin Transit Expansion Deal Could Be A Game Changer For Clear Channel Outdoor Holdings (CCO)

Clear Channel Outdoor announced it has secured a multi-year exclusive media contract with CapMetro to modernize and expand advertising across more than 400 buses and 10 rail stations in the fast-growing Austin area, reaching over two million monthly riders. This deal meaningfully extends Clear Channel’s existing Austin-Bergstrom International Airport footprint into citywide transit, creating a single out-of-home platform that follows consumers from arrival through their daily commutes,...
NYSE:RSG
NYSE:RSGCommercial Services

Republic Services Reputation Wins Highlight Ethics And Long Term Investor Focus

Republic Services was named one of Fortune's World's Most Admired Companies for the fifth time. The company was recognized by Ethisphere as one of the World's Most Ethical Companies for the seventh time. Republic Services also earned Great Place to Work certification for the ninth consecutive year. For investors tracking NYSE:RSG, these recognitions highlight how Republic Services is viewed on ethics, culture, and corporate reputation, not just on financials. The stock most recently closed...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Is Insulet (PODD) Pricing Reflect Its Recent Share Price Weakness And Growth Expectations

If you are wondering whether Insulet's current share price lines up with its underlying business, you are not alone. This piece aims to unpack that question. Insulet's stock last closed at US$264.91, with returns of a 7% decline over the past week, 7.8% decline over the past month and 6.4% decline year to date, alongside a 4.4% decline over 1 year, 8.8% decline over 3 years and 3.5% decline over 5 years. Recent market attention on Insulet has been shaped by ongoing discussion around insulin...
OTCPK:FFMH
OTCPK:FFMHBanks

First Farmers And Merchants (OTCPK:FFMH) Net Interest Margin Stability Reinforces Bullish Narratives

First Farmers and Merchants (FFMH) has just posted its FY 2025 numbers, with fourth quarter revenue of US$17.7 million and EPS of US$1.18, while trailing twelve month revenue landed at US$67.2 million and EPS at US$4.65. Over recent periods, revenue has moved from US$15.8 million in Q1 2025 to US$17.0 million in Q3 and US$17.7 million in Q4, with quarterly EPS ranging between US$1.11 and US$1.21 across the year. This provides a clear view of how consistent earnings power and margins are for...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Allegiant Travel Leadership Shifts And Sun Country Plan Meet Valuation Case

Allegiant Travel Company, ticker NasdaqGS:ALGT, has been recognized as a top U.S. airline, highlighting recent industry recognition. The company announced senior leadership promotions tied to integration planning for its proposed combination with Sun Country. An Integration Management Office has been created to coordinate planning for the proposed transaction. For investors, the recognition comes at a time when Allegiant Travel's share price stands at $85.35, with a 1-year return of a 17.2%...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX (RTX) Quarterly EPS Softness Tests Bullish High‑Growth Narratives

RTX (RTX) closed out FY 2025 with fourth quarter revenue of US$24.2b and basic EPS of US$1.21, supported by net income of US$1,622m, while trailing twelve month revenue reached US$88.6b with basic EPS of US$5.02. Over recent quarters, revenue has moved from US$21.6b in Q4 2024 to US$24.2b in Q4 2025, with quarterly basic EPS ranging from US$1.10 in Q3 2024 to US$1.43 in Q3 2025. This gives investors a clear view of how the earnings line has tracked alongside top line expansion. With trailing...
NasdaqGS:KALU
NasdaqGS:KALUMetals and Mining

Kaiser Aluminum (KALU) Valuation Check After Strong Recent Share Price Momentum

Kaiser Aluminum (KALU) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns and a stronger pattern over the past 3 months and year. See our latest analysis for Kaiser Aluminum. At a share price of $123.01, Kaiser Aluminum has recently seen short term share price weakness, but its 30 day share price return of 4.64% and 90 day share price return of 32.8% sit alongside a 1 year total shareholder return of 78.24%, hinting that momentum has...
NYSE:CRCL
NYSE:CRCLSoftware

Reassessing Circle Internet Group (CRCL) After Recent Share Price Weakness

If you are wondering whether Circle Internet Group at around US$69.96 is a bargain or just expensive hype, you are not alone. This article is built to help you frame that question clearly. The stock has recently been under pressure, with a 7 day return of 3.8% decline, a 30 day return of 13.9% decline, and a year to date return of 16.2% decline. This may change how you think about both risk and potential opportunity. Recent coverage of Circle Internet Group has focused on its role in the...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Zebra Technologies And Sentinel Tie AI Inspection To Quality Gains

Zebra Technologies (NasdaqGS:ZBRA) and Sentinel have partnered on AI powered inspection solutions for automotive manufacturers. The collaboration combines Zebra's 3D Profile Sensor hardware with Sentinel's AI software to inspect components on production lines. Automotive plants using the joint solution report lower defect rates and shorter production times. Zebra Technologies, known for its data capture and automation equipment, is extending its reach further into AI driven manufacturing...
NYSE:SM
NYSE:SMOil and Gas

SM Energy Civitas Merger Sets Stage For Leadership Shift And Synergy Test

SM Energy shareholders have approved an all stock merger with Civitas Resources. The deal clears the way for a combined company with a new leadership team and an expanded board. Elizabeth A. McDonald is set to become CEO, and Blake D. McKenna is expected to take the COO role after closing. SM Energy (NYSE: SM) enters this merger at a share price of $19.28, with a mixed recent track record. The stock is up 5.8% over the past week and 4.2% over the past month, while 1-year and 3-year returns...
NasdaqGS:MLCO
NasdaqGS:MLCOHospitality

Melco Resorts Weighs Manila Sale And Potential Balance Sheet Reset

Melco Resorts & Entertainment (NasdaqGS:MLCO) is exploring a potential sale of its City of Dreams Manila integrated resort. The company is assessing options that could generate significant proceeds and materially reduce its debt. The review focuses on how a sale might reshape Melco's balance sheet and future focus within its resort portfolio. Melco Resorts & Entertainment, listed on NasdaqGS:MLCO, operates integrated resorts with a focus on premium mass and VIP gaming, hospitality, and...
NYSE:TAP
NYSE:TAPBeverage

Does Molson Coors (TAP) Offer Hidden Value After Recent Share Price Weakness

Wondering if Molson Coors Beverage is quietly offering value at its current share price, or if the market has it about right? This article walks through that question in plain terms. The stock most recently closed at US$48.46, after a 3.1% decline over the last 7 days, a 4.4% return over 30 days, a 2.2% return year to date and an 8.4% decline over the past year, with a 1.4% and 13.9% return over 3 and 5 years respectively. Recent attention on established beverage brands, shifting consumer...
NYSE:TRV
NYSE:TRVInsurance

Travelers Buyback Expansion And Anthropic AI Deal Shape Valuation Story

Travelers Companies (NYSE:TRV) has expanded its share repurchase authorization, signaling an updated capital return plan for shareholders. The company also announced a new partnership with Anthropic to roll out personalized AI assistants across nearly one third of its workforce. Both the buyback expansion and the AI deployment are intended to support Travelers' long term priorities in capital allocation and digital transformation. Travelers is a major US property and casualty insurer, so...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Why CoreWeave (CRWV) Is Up 14.3% After NVIDIA’s $2 Billion AI Factory Equity Deal

Earlier this week, NVIDIA and CoreWeave announced an expanded collaboration under which NVIDIA invested US$2.00 billion at US$87.20 per share to help CoreWeave build more than 5 gigawatts of AI “factories” by 2030 using NVIDIA’s accelerated computing platforms. A distinctive aspect of the deal is NVIDIA’s plan to test and validate CoreWeave’s AI-native software and potentially fold it into NVIDIA reference architectures, deepening CoreWeave’s integration into the broader AI infrastructure...
NYSE:SCL
NYSE:SCLChemicals

Assessing Stepan (SCL) Valuation After Seaport Global Upgrades Rating To Buy

Seaport Global’s decision to upgrade Stepan (SCL) from Neutral to Buy puts fresh attention on this specialty chemicals company, as ratings changes can quickly shift how investors view risk and opportunity. See our latest analysis for Stepan. Stepan’s recent 7 day share price return of 9.86% and 30 day gain of 19.27% suggest momentum has picked up ahead of Seaport’s rating change. However, the 1 year total shareholder return decline of 10.15% and 5 year total shareholder return decline of...
NasdaqGS:CBNK
NasdaqGS:CBNKBanks

Capital Bancorp (CBNK) Margin Strength Reinforces Bullish Narratives Despite Cautious Growth Forecasts

Capital Bancorp (CBNK) just posted full year 2025 numbers with Q4 revenue of US$58.8 million and basic EPS of US$0.91, alongside trailing twelve month revenue of US$230.0 million and EPS of US$3.45. Over the past year, revenue has moved from US$170.7 million on a trailing basis to US$230.0 million, while trailing EPS has shifted from US$2.12 to US$3.45, giving investors a clear view of how the income statement has evolved into the latest print. With net profit margins now sitting at 24.9%...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

Is WaFd (WAFD) Offering A Compelling Entry Point After Recent Share Price Swings?

If you are wondering whether WaFd at around US$32.02 is offering good value today, you are not alone. This article is designed to help you weigh what that price really means. The stock has had a mixed run, with a 1.8% gain over the last 7 days, a 3.2% decline over 30 days, near flat year to date at a 0.3% decline, and a 12.1% return over 1 year. This gives you a useful backdrop before focusing on valuation. Recent coverage of WaFd has focused on how investors are reassessing regional banks,...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

JetBlue Airways JBLU Q4 Loss Deepens Bearish Narratives On Elusive Profit Turnaround

JetBlue FY 2025 results: revenue steady, losses continue as investors weigh a potential turnaround JetBlue Airways (JBLU) has wrapped up FY 2025 with fourth quarter revenue of US$2,244 million and a basic EPS loss of US$0.48, as net income excluding extra items came in at a loss of US$177 million. Over the past year, the company has reported quarterly revenue between US$2,140 million and US$2,356 million. EPS remained in loss territory in each quarter, ranging from a loss of US$0.20 to a loss...
NasdaqGS:WRLD
NasdaqGS:WRLDConsumer Finance

World Acceptance (WRLD) Margin Squeeze And Quarterly Loss Challenge Bullish Earnings Growth Narrative

World Acceptance (WRLD) has just reported Q3 2026 results with total revenue of US$141.3 million and a basic EPS loss of US$0.19, while trailing twelve month EPS stands at US$8.47 on revenue of US$573.4 million. The company has seen quarterly revenue move from US$131.4 million in Q2 2025 to US$138.6 million in Q3 2025 and then to US$141.3 million in Q3 2026, with quarterly basic EPS shifting from US$4.05 to US$2.46 and then to a loss of US$0.19 over the same periods. For investors, a key...
NasdaqGM:FRBA
NasdaqGM:FRBABanks

First Bank (FRBA) Net Interest Margin Expansion Tests Cautious Community Narratives

First Bank (FRBA) FY 2025 earnings snapshot First Bank (FRBA) has released its FY 2025 numbers with fourth quarter total revenue of US$33.7 million and basic EPS of US$0.50, while trailing twelve month revenue came in at US$135.3 million and EPS at US$1.75. Over recent periods, the bank has seen quarterly revenue move from US$33.5 million in Q4 2024 to US$33.7 million in Q4 2025, with EPS in those quarters shifting from US$0.42 to US$0.50. This has set up a results season where investors are...
NasdaqGS:HOPE
NasdaqGS:HOPEBanks

Hope Bancorp (HOPE) One Off Loss Clouds EPS Rebound And Challenges Bullish Narratives

Hope Bancorp (HOPE) closed FY 2025 with fourth quarter revenue of US$135.6 million and EPS of US$0.27, while trailing twelve month revenue was US$466.9 million and EPS stood at US$0.49. These figures set the tone for how investors will read the latest results against a choppy year. Over the past few quarters, revenue has moved from US$111.2 million in Q3 2024 to US$114.6 million in Q4 2024, then to US$109.7 million in Q1 2025, US$77.1 million in Q2 2025, US$130.1 million in Q3 2025 and...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Is It Too Late To Consider Viavi Solutions (VIAV) After A 109% One-Year Rally?

If you are wondering whether Viavi Solutions stock still offers value after a strong run, this article walks through what the current price could mean for you as a shareholder or potential buyer. The shares last closed at US$20.70, with returns of 11.1% over 7 days, 13.8% over 30 days, 14.0% year to date, and 109.3% over the past year. These figures raise fair questions about how much of the story is already reflected in the price. Recent attention on Viavi has largely centered on its role...
NasdaqGM:TSBK
NasdaqGM:TSBKBanks

Timberland Bancorp (TSBK) Net Margin Strength Challenges Cautious Earnings Narratives

Timberland Bancorp (TSBK) opened fiscal 2026 with Q1 revenue of about US$21.7 million and basic EPS of roughly US$1.04, while trailing twelve month revenue stood at US$83.7 million and EPS at US$3.86, reflecting earnings growth of 22.8% over the past year. Over recent periods the company has seen quarterly revenue move from US$19.6 million in Q1 2025 to US$22.3 million in Q4 2025 before landing at US$21.7 million in Q1 2026, with basic EPS shifting from US$0.86 to US$1.07 and then to US$1.04...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Paccar (PCAR) Margin Compression Challenges Bullish Valuation Narrative Despite DCF Upside

PACCAR (PCAR) just posted its FY 2025 numbers with fourth quarter revenue of US$6.8b and basic EPS of US$1.06, alongside net income of US$556.9 million. The company has seen quarterly revenue shift from US$7.9b and EPS of US$1.66 in Q4 2024 to US$6.8b and EPS of US$1.06 in Q4 2025, while trailing twelve month revenue sits at US$28.4b with EPS of US$4.52. Taken together, these results point to solid scale and also put the spotlight firmly on how margins are holding up across the cycle. See our...