U.S. Hospitality Stock News

NasdaqCM:OCGN
NasdaqCM:OCGNBiotechs

Assessing Ocugen (OCGN) Valuation After Positive OCU410 Gene Therapy Data And Equity Raise

Ocugen (OCGN) is back on the radar after reporting preliminary 12 month data for its OCU410 gene therapy in geographic atrophy, alongside a recent US$22.5 million follow on equity offering at US$1.50 per share. See our latest analysis for Ocugen. Ocugen’s latest OCU410 trial update and the US$22.5 million equity raise come after a period where the stock has seen a 20.29% year to date share price return and a very large 112.82% one year total shareholder return. This suggests recent news is...
NYSE:BH.A
NYSE:BH.AHospitality

Biglari Holdings Adds $500m Shelf To Fuel Growth And Flexibility

Biglari Holdings filed for a $500 million follow on equity offering and shelf registration. The filing covers the potential issuance of Class A and Class B Common Stock. The move gives the company flexibility to raise capital over time as conditions allow. For a company the size of Biglari Holdings, ticker NYSE:BH.A, a $500 million follow on shelf is a meaningful step, particularly with the stock at a current share price of $2,434.13. The filing directly relates to how the company might...
NYSE:VG
NYSE:VGOil and Gas

Venture Global (VG) Is Up 12.3% After Arbitration Win And Bullish Chart Buzz Has The Bull Case Changed?

In recent days, liquefied natural gas supplier Venture Global secured an arbitration victory over Repsol while continuing separate disputes with BP and Shell, coinciding with growing attention around its Class of 2025 IPO status. Alongside its legal win, Venture Global has attracted interest for what analysts describe as bullish chart patterns, highlighting how legal outcomes and technical sentiment are jointly shaping perceptions of this newly public LNG player. Next, we’ll examine how...
NYSE:ST
NYSE:STElectrical

A Look At Sensata Technologies (ST) Valuation After New EV High Voltage Contactor Launch

Sensata Technologies Holding (ST) has introduced its STEV high voltage contactor series for battery electric and plug in hybrid vehicles, spotlighting a core piece of EV hardware that directly affects safety, efficiency and system reliability. See our latest analysis for Sensata Technologies Holding. Despite the STEV launch and recent segment reorganization, Sensata’s share price at US$34.45 has had mixed momentum, with a 90 day share price return of 8.06% but a 5 year total shareholder...
NYSE:AYI
NYSE:AYIElectrical

Is It Time To Reassess Acuity Brands (AYI) After The Recent Share Price Pullback

If you are wondering whether Acuity is starting to look like value at its current share price, you are not alone. This article will focus on what the numbers are actually saying. The stock last closed at US$315.25, with returns of a 1.6% decline over 7 days, a 15.3% decline over 30 days, a 15.6% decline year to date, a 5.7% decline over 1 year, 71.6% over 3 years and 165.5% over 5 years. This gives a mixed picture for investors thinking about their next move. Recent price moves have arrived...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

Could STRA’s New Spanish-Language Workforce Edge Programs Reframe Its Employer-Funded Education Strategy?

Workforce Edge, powered by Strategic Education, previously announced a partnership with NUC University to add more than 60 English- and Spanish-language academic programs, delivered online, in person, and via hybrid formats across Florida and Puerto Rico. This collaboration brings the platform’s first Spanish-language offering, highlighting a push to make employer-funded education more accessible for Spanish-speaking employees and their career progression. We’ll now examine how adding...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington Bancshares Q4 Cost Ratio Spike Tests Bullish Margin Resilience Narratives

Huntington Bancshares (HBAN) just wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion and basic EPS of US$0.31, anchored by net income of US$476 million. Over the past year, total revenue has moved from US$6.9 billion on a trailing basis at the end of 2024 to US$7.7 billion at the end of 2025, while trailing basic EPS shifted from US$1.24 to US$1.41. With net interest margin and cost to income metrics highlighting how efficiently those earnings are being produced, the latest...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Is It Too Late To Consider Weatherford International (WFRD) After A 30% One-Year Rise?

For investors wondering whether Weatherford International at around US$89.93 is offering good value or if the easy money has already been made, this article focuses on what the current price might mean. The stock has posted returns of 7.4% over the last week, 15.1% over the last month, 11.2% year to date and 30.3% over the last year, which raises questions about whether the recent run still lines up with fundamentals. Over the past few years the share price move has been very large, with a...
NYSE:BY
NYSE:BYBanks

Byline Bancorp (BY) Net Interest Margin Of 4.28% Tests Cautious Growth Narratives

Byline Bancorp (BY) has just wrapped up FY 2025 with Q4 revenue of US$107.1 million and basic EPS of US$0.77, while on a trailing twelve month basis revenue stands at US$410.0 million with basic EPS of US$2.90. Over the last few quarters, revenue has moved from US$94.4 million in Q3 2024 to US$93.9 million in Q1 2025, then to US$98.5 million in Q2 and US$110.4 million in Q3 before landing at US$107.1 million in Q4, with EPS ranging from US$0.65 to US$0.82 across that stretch. This gives a...
NYSE:WM
NYSE:WMCommercial Services

Is Waste Management (WM) Pricing Still Attractive After Strong Multi‑Year Share Gains

If you are wondering whether Waste Management's share price still makes sense at current levels, this article walks through what that price could imply about value. The stock most recently closed at US$229.23, with returns of 3.6% over the last 7 days, 3.6% over 30 days, 5.0% year to date, 11.1% over 1 year, 57.4% over 3 years and 122.8% over 5 years. This performance may prompt questions about how much future upside or risk is already reflected. Recent attention on Waste Management has...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Cathay General Bancorp (CATY) Margin Strength Reinforces Bullish Earnings Quality Narratives

Cathay General Bancorp (CATY) closed out FY 2025 with fourth quarter revenue of US$205.6 million and basic EPS of US$1.34, supported by trailing twelve month revenue of US$745.3 million and EPS of US$4.55. The company reported a move in revenue from US$692.2 million on a trailing basis at the end of 2024 to US$745.3 million by the fourth quarter of 2025, while EPS shifted from US$3.97 to US$4.55 over the same period. This gives investors a clearer view of how the earnings base is tracking...
OTCPK:FGFH
OTCPK:FGFHBanks

Net Margin Compression At Foresight Financial Group (OTCPK:FGFH) Reinforces Bearish Earnings Narrative

Foresight Financial Group (OTCPK:FGFH) has wrapped up FY 2025 with fourth quarter revenue of US$15.3 million and EPS of US$0.70, setting the tone for a year where trailing twelve month revenue came in at US$58.5 million and EPS at US$2.18. Over recent periods the company has seen quarterly revenue move from US$13.4 million in Q4 2024 to US$15.3 million in Q4 2025, with quarterly EPS shifting from US$0.69 to US$0.70 across the same stretch. Trailing twelve month net income moved from US$12.7...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Is Shoals Technologies Group (SHLS) Fairly Priced After Its 94.9% One-Year Rally?

If you are wondering whether Shoals Technologies Group at around US$9.22 is priced attractively or not, you are not alone. This article aims to help you frame that question clearly. The stock has returned 94.9% over the last year, while the 3 year and 5 year returns of 66.7% and 72.8% declines show that longer term holders have had a very different experience. Recent coverage has focused on Shoals Technologies Group as part of broader discussions about renewable energy equipment suppliers...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

Is Churchill Downs (CHDN) Pricing Reflect Its Recent Share Price Weakness And Cash Flow Outlook

This article walks through what the numbers are really saying about Churchill Downs at around US$102 a share, helping you consider whether the current price reflects good value or additional risk. The share price is US$102.54, with a 7 day return of a 4.1% decline, a 30 day return of a 10.1% decline and a 1 year return of a 17.7% decline. These moves may have some investors reassessing both the risk and the potential reward on offer. Recent coverage has focused on Churchill Downs as a long...
NasdaqCM:SIFY
NasdaqCM:SIFYTelecom

How Investors Are Reacting To Sify Technologies (SIFY) Data Center IPO Plans And Widening Losses

Sify Technologies reported third-quarter 2025 results with sales rising to INR 11,596 million from INR 10,491 million a year earlier, while net loss widened to INR 329 million. Management underscored strong data center momentum, plans for an IPO of its Sify Infinit Spaces subsidiary, and ongoing expansion highlighted by a new Karnataka facility, signalling a business model heavily geared toward capital-intensive infrastructure for AI-era demand. We’ll now examine how the planned IPO of Sify...
NYSE:R
NYSE:RTransportation

Is Ryder System (R) Fully Priced After Multi Year Rally And Contract Wins In Logistics

If you are wondering whether Ryder System shares still offer value after a strong multi year run, this article breaks down what the current price might be implying. The stock last closed at US$190.41, with returns of around 0.2% decline over 7 days, 3.7% decline over 30 days, 1.9% decline year to date and 18.5% over the past year. The three year return is very large and the five year return is also very large. Recent news coverage has focused on Ryder System as a key player in outsourced...
NYSE:ALK
NYSE:ALKAirlines

Alaska Air Group (ALK) Thin 0.7% Net Margin Tests Bullish Earnings Growth Narratives

Alaska Air Group (ALK) has wrapped up FY 2025 with Q4 revenue of US$3.6 billion and basic EPS of US$0.18, alongside net income of US$21 million. This sets a measured tone for its latest update. The company has seen revenue move from US$3.5 billion and EPS of US$0.56 in Q4 2024 to US$3.6 billion and EPS of US$0.18 in Q4 2025. Trailing twelve month revenue sits at US$14.2 billion with EPS of US$0.85 and a net margin that remains thin after a large one off loss in the last year, keeping the...
NYSE:UNF
NYSE:UNFCommercial Services

How UniFirst’s (UNF) Multi-Site LED Upgrade Could Reshape Its Cost and Sustainability Profile

Redaptive previously announced the completion of the first phase of a multi-site energy modernization program with UniFirst, upgrading LED lighting across 39 U.S. facilities covering more than 2.5 million square feet and aiming to cut energy use and emissions over the coming decade. This program is projected to save UniFirst several million dollars in energy costs while avoiding over 21,000 metric tons of CO2 emissions, underscoring how operational efficiency and sustainability initiatives...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Columbia Banking System (COLB) Net Interest Margin Expansion Reinforces Bullish Profitability Narratives

Columbia Banking System (COLB) has wrapped up FY 2025 with fourth quarter revenue of US$694 million and basic EPS of US$0.73, alongside trailing twelve month revenue of about US$2.2 billion and EPS of US$2.31. These results put fresh numbers on the table for investors watching its profitability story. Over recent periods, the company has seen revenue move from US$458.9 million in Q4 2024 to US$694 million in Q4 2025, while EPS shifted from US$0.69 to US$0.73. This sets the backdrop for how...
NasdaqGM:RAPT
NasdaqGM:RAPTBiotechs

GSK Buyout Turns Volatile RAPT Into Food Allergy Cash-Out Story

GSK has signed a definitive agreement to acquire RAPT Therapeutics (NasdaqGM:RAPT). The deal centers on ozureprubart, a long acting anti-IgE antibody in Phase IIb trials for food allergy prophylaxis. The transaction brings a food allergy candidate into GSK’s immunology and inflammation portfolio. RAPT Therapeutics, trading at $57.63, has recently seen very large 1 year returns and strong short term moves, with the share price up 64.2% over the past week and 60.8% over the past month. Year...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Northern Trust (NTRS) Margin Decline Tests Bullish Views After FY 2025 Earnings

Northern Trust FY 2025 Earnings Snapshot Northern Trust (NTRS) just wrapped up FY 2025 with fourth quarter total revenue of US$2,131.1 million and basic EPS of US$2.41, alongside net income excluding extra items of US$452.3 million. The company has seen quarterly revenue move from US$1,970.1 million in Q4 2024 to US$2,131.1 million in Q4 2025. Over that same period, basic EPS shifted from US$2.27 to US$2.41 on a quarterly basis and from US$9.80 to US$8.78 on a trailing twelve month basis,...
NasdaqGS:PLTK
NasdaqGS:PLTKEntertainment

How Playtika’s AI-Driven Cost Cuts And Layoffs At Playtika Holding (PLTK) Have Changed Its Investment Story

Playtika Holding Corp. recently announced a cost-cutting drive that will eliminate about 15% of its workforce, roughly 500 roles, as it shifts from large teams to leaner groups powered by artificial intelligence and automation. The company plans to reinvest the savings from these layoffs into growth initiatives aimed at sharpening its competitive position in the mobile games market, highlighting how efficiency and innovation are becoming more closely linked in the sector. Next, we will...
NYSE:TEL
NYSE:TELElectronic

Has TE Connectivity (TEL) Run Too Far After Strong Multi‑Year Share Price Gains?

If you are wondering whether TE Connectivity's current share price matches its underlying worth, you are not alone. This article walks through what the numbers are really saying about the stock. TE Connectivity's shares last closed at US$223.84, with returns of 47.0% over 1 year, 87.8% over 3 years and 101.6% over 5 years. This comes even as the stock has seen a 7.1% decline over the past week, a 3.5% decline over the past month, and is down 4.0% year to date. Recent prices sit against a...
NYSE:OGS
NYSE:OGSGas Utilities

Is ONE Gas (OGS) Still Fairly Priced After Recent Share Price Softness?

Wondering whether ONE Gas at around US$77 per share still makes sense for your portfolio, or if the easy gains are behind it? This article focuses squarely on what you are paying versus what you might be getting. The stock is roughly flat year to date with a 0.2% decline, but over the past year it has returned 16.2%. This is very different to the 1.9% decline over the last week and the 1.4% decline over the last month. Recent attention on ONE Gas has centered on its role as a regulated...