U.S. Hospitality Stock News

NasdaqCM:NVEC
NasdaqCM:NVECSemiconductor

NVE (NVEC) Q3 2026 High Margins Challenge Valuation Skepticism

NVE (NVEC) just posted its Q3 2026 scorecard with revenue of US$6.2 million and basic EPS of US$0.70, alongside net income of US$3.4 million, while trailing 12 month revenue sits at US$25.9 million with EPS of US$2.93 and net income of US$14.2 million. Over recent quarters the company has seen revenue move between US$5.1 million and US$7.3 million with quarterly EPS ranging from US$0.63 to US$0.83. This feeds into the trailing 12 month earnings profile that investors are now weighing against...
NYSE:PPL
NYSE:PPLElectric Utilities

What PPL (PPL)'s Data Center Power Push with Blackstone and PJM Auction Support Means For Shareholders

PPL Corporation President and CEO Vincent Sorgi recently backed calls from President Trump and a bipartisan group of governors for PJM Interconnection to hold a special auction to fund new power generation serving data centers, while also highlighting PPL’s new joint venture with Blackstone Infrastructure to build, own and operate these facilities under long-term energy services agreements. By also supporting proposed Pennsylvania legislation that would again permit regulated utilities to...
NasdaqGS:FNLC
NasdaqGS:FNLCBanks

First Bancorp (FNLC) Net Interest Margin Strength Challenges Long Term Earnings Decline Narrative

First Bancorp (FNLC) has wrapped up FY 2025 with fourth quarter total revenue of US$25.6 million and basic EPS of US$0.92, alongside net income excluding extra items of US$10.2 million as the latest snapshot of its profitability. Over recent periods, the company has seen total revenue move from US$20.8 million and basic EPS of US$0.66 in Q4 2024 to US$25.6 million and US$0.92 respectively in Q4 2025, while trailing twelve month net income excluding extra items is US$34.4 million and basic EPS...
NYSE:BYD
NYSE:BYDHospitality

Is It Time To Reassess Boyd Gaming (BYD) After Its Strong Multi Year Share Price Run

If you are wondering whether Boyd Gaming's share price still offers value after its long run on the market, this article will walk you through what the current numbers might be telling you. The stock recently closed at US$85.09, with returns of 13.8% over 1 year, 43.3% over 3 years, and 92.8% over 5 years. The shorter term picture shows a 5% decline over 7 days and a 1.3% decline year to date. Recent attention on Boyd Gaming has been shaped by ongoing discussion around the US gaming and...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Is It Time To Reassess F5 (FFIV) After Recent Share Price Weakness?

If you are wondering whether F5's current share price lines up with its underlying value, you are not alone. This article is built to help you connect the stock price to the fundamentals. F5 closed at US$262.00, with returns of a 4.4% decline over the last 7 days, 0.6% over 30 days, 2.1% year to date, a 4.0% decline over 1 year, 77.3% over 3 years and 30.1% over 5 years. Taken together, this gives a mixed picture of how the market has been reassessing the stock over different...
NasdaqGS:TCBK
NasdaqGS:TCBKBanks

A Look At TriCo Bancshares (TCBK) Valuation After Earnings Beat And New Share Buyback Program

Why TriCo Bancshares Is On Investors’ Radar Today TriCo Bancshares (TCBK) is drawing attention after reporting fourth quarter and full year 2025 earnings that topped analyst forecasts, along with a new share repurchase authorization covering up to 2,000,000 common shares. See our latest analysis for TriCo Bancshares. The latest 1 day share price return of 4.24% brings TriCo Bancshares to US$50.61, building on a 90 day share price return of 17.56% and a 1 year total shareholder return of...
NasdaqCM:USGO
NasdaqCM:USGOMetals and Mining

A Look At U.S. GoldMining (USGO) Valuation After New Whistler Exploration Targets And 2025 Results

U.S. GoldMining (USGO) has drawn fresh attention after releasing initial 2025 exploration results from its Whistler Project in Alaska, outlining several new high priority gold copper targets across the Whistler Orbit area. See our latest analysis for U.S. GoldMining. The initial 2025 Whistler results have arrived alongside a sharp pick up in market interest, with U.S. GoldMining’s latest share price at $14.20 and a 30 day share price return of 47.61% feeding into a 61.73% year to date share...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Novavax Pfizer Licensing Deal Puts Matrix M And Valuation In Focus

Novavax (NasdaqGS:NVAX) has signed a licensing agreement with Pfizer covering the use of its Matrix-M adjuvant technology in up to two infectious disease areas. The deal includes upfront payments to Novavax, with the potential for future milestone payments and royalties tied to Pfizer’s use of Matrix-M. The agreement signals industry interest in Novavax’s adjuvant platform and introduces new potential revenue channels alongside its own vaccine programs. For you as an investor, this puts...
NasdaqGM:VCEL
NasdaqGM:VCELBiotechs

Vericel (VCEL) Valuation Check After Updated 2025 Guidance And Profitability Outlook

Updated guidance shifts attention to Vericel Vericel (VCEL) has put out preliminary unaudited guidance for the fourth quarter and full year 2025, flagging 23% revenue growth for the quarter and an expected US$276 million in net revenue for the year. The company also anticipates GAAP net income profitability for a second straight year, a detail many investors watch closely when considering how a commercial stage biotech is converting its product portfolio into earnings. See our latest analysis...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

Array Technologies Jumps As Trade Relief Reshapes Policy Risk Narrative

Array Technologies (NasdaqGM:ARRY) saw renewed investor interest after the US president announced a framework for a future deal with Greenland, easing some global trade tensions. The shift in sentiment is tied to expectations around cross border trade in renewable energy equipment and policy stability. Array’s shares last closed at $10.22 as investors reassessed exposure to companies linked to global solar and clean energy supply chains. Array Technologies comes into this news with a mixed...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Hancock Whitney (HWC) Net Interest Margin Holds Near 3.5% Reinforcing Bullish Profitability Narratives

Hancock Whitney (HWC) has wrapped up FY 2025 with fourth quarter revenue of US$376.2 million and EPS of US$1.51, setting the tone for what investors are seeing as a data rich update on both growth and profitability. Over the past few quarters, the company has seen revenue move from US$351.3 million in Q4 2024 to US$376.2 million in Q4 2025, while EPS has shifted from about US$1.40 to US$1.51, with trailing 12 month EPS at US$5.70 anchoring the full year picture. With a TTM net margin of about...
NYSE:NIC
NYSE:NICBanks

Net Interest Margin Strength At Nicolet Bankshares (NIC) Reinforces Bullish Earnings Narrative

Nicolet Bankshares (NIC) has put up a solid set of FY 2025 numbers, with fourth quarter revenue at US$103.2 million and basic EPS of US$2.72, backed by trailing twelve month revenue of US$387.8 million and EPS of US$10.06. Over recent periods the company has seen revenue move from US$346.5 million and EPS of US$8.24 on a trailing basis in Q4 2024 to the latest trailing figures, giving investors a clear view of how the earnings engine is scaling. With a reported trailing net profit margin of...
NYSE:BIRK
NYSE:BIRKLuxury

Is Birkenstock Holding (BIRK) Offering An Opportunity After A 33% One Year Share Price Slide

For investors wondering whether Birkenstock Holding's share price matches what the business might be worth, this article breaks down the numbers so you can judge the value story for yourself. The stock last closed at US$39.38, with returns of a 7% decline over 7 days, a 10.3% decline over 30 days, a 5.7% decline year to date, and a 32.7% decline over the past year, which may change how investors think about both risk and opportunity. Recent coverage has focused on Birkenstock Holding as a...
NYSE:DY
NYSE:DYConstruction

Dycom Industries Multi Year Growth Strengthens Case For Current Valuation

Dycom Industries (NYSE:DY) has reported strong multi-year trends across revenue, operating margins and earnings per share. These results point to improved profitability that aligns with higher customer demand and greater operating efficiency. The sustained performance indicates that the company may be capturing additional business in its markets, a dynamic that has not been widely discussed in recent coverage. Dycom Industries, a key contractor for telecom and broadband infrastructure,...
NasdaqGS:DCOM
NasdaqGS:DCOMBanks

Record Q4 Puts Dime Community Bancshares’ Core Growth Story In Focus

Dime Community Bancshares (NasdaqGS:DCOM) reported record Q4 results, with revenue and earnings above prior expectations. Core deposits and business loans were key growth drivers for the quarter, alongside improved margins. Management highlighted execution of its organic growth strategy as a central factor in the quarter's performance. The results point to a strengthening balance sheet and operating profile for the regional bank. Dime Community Bancshares, a regional bank focused on core...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

Is Alliance Resource Partners (ARLP) Still Attractive After A 7x Five Year Return?

Wondering whether Alliance Resource Partners is offering good value at its current price, or if most of the easy gains are already behind it. The unit price recently closed at US$25.11, with returns of 2.7% over the past week, 7.5% over the past month, 7.8% year to date, a 0.2% decline over the last year, and a gain of 69.2% over three years, while the five year return is very large at roughly 7x. Recent coverage of coal and broader energy markets has focused on shifting demand expectations...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

How Analyst Upgrades and Margin Progress Will Impact Fortrea Holdings (FTRE) Investors

In recent days, Fortrea Holdings received a series of analyst upgrades, with firms citing stronger operational execution and healthier conditions in the biopharma market as key reasons for their improved views on the company. Analysts highlighted that Fortrea has been exceeding revenue and profit margin expectations while working to lower its debt, reshaping how investors assess its operational progress and financial discipline. We’ll now examine how this improved execution and clearer path...
NasdaqGS:AFYA
NasdaqGS:AFYAConsumer Services

Assessing Afya (NasdaqGS:AFYA) Valuation As Shares Trade On A 9.2x P/E And Discounted DCF Price

Afya stock: context for recent performance Afya (NasdaqGS:AFYA) has been on many investors’ radars after a mixed stretch in the share price, with a roughly 2.3% gain over the past day but declines over the past week and month. See our latest analysis for Afya. Zooming out, Afya’s 1 year total shareholder return decline of 10.1% and 5 year total shareholder return decline of 37.9% suggest recent share price momentum has been fading despite the latest move to $13.97. If Afya’s recent swings...
NYSE:MUX
NYSE:MUXMetals and Mining

Is It Too Late To Consider McEwen (MUX) After A 186% One Year Surge

If you are wondering whether McEwen shares still offer value after a strong run, this article walks through what the current price might be implying about the business. The stock last closed at US$23.73, with returns of 6.0% over 7 days, 20.8% over 30 days, 27.0% year to date, 185.9% over 1 year and 230.5% over 3 years, with a 160.8% return across 5 years. Recent coverage around McEwen has focused on the company as investors reassess precious metals exposure and capital allocation across the...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Natera Expands MRD Ambitions With Latitude Study And AI NVIDIA Deal

Natera (NasdaqGS:NTRA) published validation data for its Latitude tissue free molecular residual disease assay in colorectal cancer. The peer reviewed study reports high sensitivity and specificity for colorectal cancer detection and supports regulatory submissions. Natera also announced new multimodal AI powered diagnostics that combine AI with pathology data for its Signatera MRD platform. The company entered a collaboration with NVIDIA focused on accelerating AI model development and...
NasdaqCM:AIRJ
NasdaqCM:AIRJMachinery

AirJoule Technologies (AIRJ) Valuation After ASU A250 Testing Milestone And Ongoing Commercialization Journey

AirJoule Technologies (AIRJ) shares are in focus after the company delivered and commissioned its A250 atmospheric water harvesting system at Arizona State University, kicking off rigorous third-party academic testing. See our latest analysis for AirJoule Technologies. The new ASU deployment and recent equity raise come after a choppy year for investors, with a 90 day share price return of a 31.82% decline and a 1 year total shareholder return of a 58.95% loss. The 1 day move of 8.76% and 7...
NasdaqGS:CTBI
NasdaqGS:CTBIBanks

Community Trust Bancorp (CTBI) EPS Jump Reinforces Bullish Profitability Narrative

Community Trust Bancorp (CTBI) just wrapped up FY 2025 with fourth quarter revenue of US$71.8 million and EPS of US$1.51, capping a twelve month stretch that delivered total revenue of US$270.2 million and EPS of US$5.44. Over the past few quarters, revenue has moved from US$60.0 million in Q3 2024 to US$71.8 million in Q4 2025, while quarterly EPS has shifted from US$1.23 to US$1.51, setting up a year where net income reached US$98.1 million on a trailing basis. With net margins running in...