U.S. Hospitality Stock News

UFC has signed a multi year exclusive media rights agreement with FPT Play to broadcast UFC events in Vietnam. The deal gives FPT Play exclusive rights to distribute UFC content to viewers across Vietnam. For TKO Group Holdings (NYSE:TKO), which owns UFC, this agreement adds another piece to its international media footprint. UFC already has a global fan base, and Vietnam is a market with growing interest in combat sports and digital streaming. Partnering with an exclusive local distributor...

If you are wondering whether McKesson at around US$820 a share is still reasonably priced or starting to look expensive, you are in the right place. The stock has eased back recently, with a 2.4% decline over the last week and a 0.8% decline over the last month, although the 1 year return sits at 39.2% and the 3 year return at 119.5%. Recent coverage has focused on McKesson as one of the large distributors at the heart of the U.S. healthcare supply chain. This keeps it in the spotlight...

If you are wondering whether Moody's current share price still makes sense after a strong multi year run, this article will walk through what that price might imply about the company. Moody's closed at US$524.04, with a 2.8% decline over the last 7 days, a 1.3% gain over 30 days, a 5.0% gain year to date, a 7.8% gain over 1 year, a 68.1% gain over 3 years and a 105.2% gain over 5 years. Recent moves in the stock sit against an ongoing demand backdrop for credit ratings and analytics, as...

If you are wondering whether Interparfums at around US$98.76 is attractively priced or asking too much for its brand power, you are in the right place. The stock has recently shown sharp moves, with returns of 9.8% over 7 days and 15.8% over 30 days. It also carries a 27.8% decline over 1 year and a 6.1% decline over 3 years, alongside a 77.3% gain over 5 years. These mixed returns come against a backdrop of ongoing attention on branded fragrance and beauty companies, where investors have...

If you are wondering whether Assurant at around US$233 per share still offers value, you are not alone. The stock’s current price invites a closer look at what you are actually paying for. The share price closed at US$233.39, with returns of a 0.3% decline over 7 days, a 3.5% decline over 30 days and a 1.8% decline year to date, while the 1 year and 3 year returns stand at 12.4% and 88.5% respectively, and the 5 year return is 87.9%. Recent price moves sit against a backdrop of ongoing...

In January 2026, Manas AI announced a multi-year agreement granting it extensive access to Schrödinger’s physics-based computational drug discovery platform and expert support, aimed at integrating this technology with its AI “world model” for identifying diverse molecular binders. A key angle for investors is that Schrödinger’s tools will be tightly embedded into Manas AI’s large-scale discovery workflows, potentially reinforcing Schrödinger’s position in AI-enabled molecular design...

In recent months, Barrington Research has repeatedly reaffirmed its “Outperform” rating on Grand Canyon Education, underscoring confidence in the company’s business performance amid sector headwinds and regulatory uncertainties. At the same time, Riverwater Partners highlighted Grand Canyon Education as a major short-term detractor while still describing it as a high-quality operator with resilient demand and strong returns on invested capital. Next, we’ll examine how this combination of...

Oruka Therapeutics, Inc. recently reported positive interim data from its first-in-human Phase 1 trial of ORKA-002, showing a long half-life, sustained IL-17 inhibition and a class-consistent safety profile in healthy volunteers, while outlining multiple ongoing and planned psoriasis and hidradenitis suppurativa studies across its ORKA-001 and ORKA-002 programs. A key insight for investors is the early clinical evidence suggesting ORKA-002 may enable twice-yearly maintenance dosing,...

In January 2026, Ormat Technologies announced a US$25 million equity investment in Sage Geosystems and a long-term geothermal power purchase agreement with Switch, alongside securing Indonesia’s Telaga Ranu Geothermal Working Area concession. Together, these moves expand Ormat’s access to next-generation geothermal technology, deepen its role in data center decarbonization, and extend its project pipeline in Indonesia’s energy transition program. We’ll now examine how Ormat’s collaboration...

In January 2026, OPENLANE, Inc. launched OPENLANE Intelligence, a unified framework that integrates its human-driven, AI-enhanced data and technology capabilities to improve transparency and decision-making in wholesale used vehicle transactions. This framework already powers features such as AI-based exterior damage detection, OBD2 scan interpretation, and AI-assisted engine audio analysis, and is intended to underpin future tools targeting dealer pain points like inventory management,...

Earlier this month, Qnity Electronics reaffirmed its full-year 2025 net sales guidance of about US$4.70 billion and announced that long-time finance executive Mike Goss will serve as Interim Chief Financial Officer following Matt Harbaugh’s health-related departure. The combination of steady guidance and a seasoned interim CFO, who brings nearly three decades of experience at DuPont and Ernst & Young, has sharpened investor focus on Qnity’s role as a newly independent supplier of...

Burford Capital (NYSE:BUR) has drawn fresh attention after launching a planned $450 million private offering of senior notes due 2034. The proceeds are earmarked to redeem 2026 bonds and for broader corporate uses. See our latest analysis for Burford Capital. The planned 2034 notes come after a period of mixed market signals, with a 30-day share price return of 8.33% and a year-to-date share price return of 11.43%. The 1-year total shareholder return is 29.46% lower, suggesting recent...

In recent days, Payoneer India Pvt Ltd, a subsidiary of Payoneer Global Inc., received in-principle authorization from the Reserve Bank of India to operate as a Payment Aggregator – Cross Border, enabling it to facilitate both inward and outward transactions for Indian importers and exporters. This regulatory milestone, alongside Payoneer’s ongoing platform expansion through acquisitions and its focus on end-to-end solutions for small and mid-sized businesses, reinforces its push to embed...

Caledonia Mining (CMCL) has packed a lot into its latest update, combining Q4 and full year 2025 production figures, fresh 2026 guidance, a COO departure, and new convertible bond financing. See our latest analysis for Caledonia Mining. Those production figures, new 2026 guidance, COO departure and fresh convertible notes have landed alongside a strong share price move. The 1 day share price return is 6.05%, the 7 day return is 15.36%, the 30 day return is 15.91% and the year to date return...

POET Technologies recently completed a registered direct follow-on equity offering of 20,689,656 common shares at US$7.25 each, raising about US$150.00 million to fund acquisitions, research and development, and expansion of its optical module and light source businesses. This capital raise follows POET’s Product Innovation Award in China for its Teralight 1.6T optical engines, highlighting management’s intent to scale its AI-focused photonics platform using fresh institutional...

BillionToOne (BLLN) is back on investors’ radar after recent trading, with the share price around US$87.57 and mixed short term returns, including a 3.3% decline over the past day and a modest gain over the month. See our latest analysis for BillionToOne. Despite the recent 3.3% one day share price decline and a slightly negative year to date share price return of 1.93%, BillionToOne’s 1.42% 30 day share price return suggests momentum has been cautious rather than strongly trending in either...

Datavault AI Inc. recently presented at the ICR Conference 2026 in Orlando and is set to appear at the DealFlow Discovery Conference in Atlantic City, where CEO Nathaniel T. Bradley is discussing the company’s focus on real-world asset tokenization and broader technology portfolio. These conference appearances highlight Datavault AI’s effort to raise its profile with institutional investors and analysts by showcasing its tokenization strategy and long-term growth initiatives through formal...

Fidelity National Information Services (NYSE:FIS) has launched what it calls the first agentic commerce solution after acquiring the Total Issuing Solutions portfolio. The product is designed to let banks interact safely with AI agents for digital transactions, with Visa and Mastercard involved as partners. The move is framed as an industry first in AI powered payments, with potential implications for fraud controls, customer experience, and issuer processing. For investors watching...

Associated Banc-Corp (ASB) has wrapped up FY 2025 with fourth quarter revenue of US$382.4 million and basic EPS of US$0.81. Trailing twelve month revenue came in at US$1.43 billion with EPS of US$2.81. The company has seen revenue move from US$952.9 million and EPS of US$0.73 on a trailing basis at the end of 2024 to US$1.43 billion and EPS of US$2.81 by the end of 2025, setting the backdrop for what investors will focus on as potential rewards from reported growth forecasts and expanding...

Aeva Technologies (AEVA) has just secured its first defense sector contract, with Forterra selecting its 4D LiDAR sensors and perception technology for the AutoDrive autonomous vehicle system used in demanding mission environments. See our latest analysis for Aeva Technologies. The Forterra win lands after a busy start to the year, including Aeva’s new high power optical amplifier for AI data centers and its appearance at the Needham Growth Conference. Yet the share price has been volatile,...

In mid-January 2026, QXO, Inc. completed a follow-on equity offering of approximately US$753.16 million, issuing 31,645,570 common shares at US$23.80 each with a US$0.10 discount per share. This transaction forms part of a broader US$3 billion equity funding effort, signaling substantial financial backing for QXO’s acquisition-focused push in building products distribution and specialty contractor supply. With this sizeable equity raise underpinning its acquisition ambitions, we will examine...

If you are wondering whether Brookdale Senior Living's share price still offers value after a strong run, this article walks through what the current market price might be implying about the company. The stock last closed at US$12.95, with returns of 6.1% over 7 days, 18.9% over 30 days, 19.5% year to date, 163.2% over 1 year, 339.0% over 3 years, and 162.1% over 5 years, which has put it firmly on many investors' radar. Recent coverage around Brookdale Senior Living has focused on its...

If you are trying to figure out whether RH at around US$228 per share looks like a bargain or a value trap, it helps to first step back and look at what the recent share price has been telling you. The stock has seen mixed returns, with a 1.9% decline over the last 7 days, a 24.8% gain over the last 30 days, an 18.1% gain year to date, but also a 45.5% decline over 1 year, a 26.5% decline over 3 years and a 52.0% decline over 5 years. These swings suggest sentiment around RH has shifted more...

RPM International (RPM) is back in focus after JPMorgan upgraded the stock and the company outlined about US$100 million in annual SG&A savings, alongside guidance for modest sales and adjusted EBIT growth. See our latest analysis for RPM International. At a share price of US$109.48, RPM has a modest 30 day share price return of 3.49%, while its 1 year total shareholder return of 11.75% decline contrasts with a 31.33% gain over three years and 45.37% over five years. This suggests longer term...