U.S. Hospitality Stock News

NasdaqGS:RIGL
NasdaqGS:RIGLBiotechs

Rigel Pharmaceuticals (RIGL) Is Down 7.7% After Issuing Detailed 2026 Revenue Mix Guidance – Has The Bull Case Changed?

In January 2026, Rigel Pharmaceuticals issued full-year 2026 earnings guidance, projecting total revenue of about US$275 million to US$290 million, including US$255 million to US$265 million in net product sales and US$20 million to US$25 million in contract revenue. This fresh guidance gives investors a clearer view of how management currently sees the balance between core product sales and partnership-driven contract income. We’ll now consider how Rigel’s new 2026 revenue guidance,...
NasdaqGS:FWRG
NasdaqGS:FWRGHospitality

Is First Watch (FWRG) Using Its Back Bay Bar Concept to Redefine Urban Growth Strategy?

First Watch Restaurant Group has recently expanded its New England footprint by opening a 3,100-square-foot restaurant on Boylston Street in Boston’s Back Bay, featuring seating for 130 guests, an outdoor patio, a full bar and locally inspired artwork, alongside its made-to-order breakfast, brunch and lunch menu and Project Sunrise coffee. This Back Bay opening highlights First Watch’s push into dense urban, experience-focused neighborhoods, adding a new proof point for its daytime-only...
NYSE:APAM
NYSE:APAMCapital Markets

A US$2.7 Billion Pension Redemption Might Change The Case For Investing In Artisan (APAM)

Artisan Partners Asset Management reported preliminary assets under management of US$180.80 billion as of November 30, 2025, and disclosed that annual fund distributions and a US$2.70 billion redemption by a non‑U.S. institutional client in early December affected these figures. This combination of income and capital gains distributions with a large, pension‑linked institutional outflow highlights how client concentration and market structure can quickly reshape Artisan’s asset base. We’ll...
NasdaqCM:SIFY
NasdaqCM:SIFYTelecom

Sify Technologies (NasdaqCM:SIFY) Q3 Loss Tests Bullish Margin Improvement Narratives

Sify Technologies (NasdaqCM:SIFY) has just posted its Q3 2026 numbers, with revenue of ₹11,596 million and a net loss, excluding extra items, of ₹329 million, setting the tone for how investors assess its current footing. The company has seen quarterly revenue move from ₹10,491 million in Q3 2025 to ₹11,596 million in Q3 2026, while trailing 12 month revenue stands at ₹42,550.58 million against a trailing 12 month net loss of ₹1,569.96 million, which keeps the spotlight firmly on its margin...
NYSEAM:NBY
NYSEAM:NBYPharmaceuticals

Why NovaBay Pharmaceuticals (NBY) Is Up 99.3% After Pivoting From Liquidation To Restructuring And Asset Sales

In recent days NovaBay Pharmaceuticals has attracted intense trading interest as it pursued asset sales, preferred stock designations, and leadership changes instead of outright liquidation, while working to maintain its NYSE American listing. This combination of corporate restructuring steps and renewed focus on preserving the public listing has turned the company into a speculative focal point for investors reviewing its remaining options. We’ll now examine how this shift toward...
NYSE:SUI
NYSE:SUIResidential REITs

Is Sun Communities (SUI) Pricing Look Attractive After Recent Share Price Reassessment

If you are wondering whether Sun Communities is reasonably priced at around US$124 per share, you are not alone, as the stock often raises questions about what you are really paying for. Over the last year the share price return is 8.3%, with shorter term moves of 2.4% over 7 days and 1.5% over 30 days. These moves may signal that the market is reassessing either its growth potential or its risks. Recent attention around Sun Communities has focused on its position in the real estate sector...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

Is Churchill Downs (CHDN) Using Rockingham Grand To Quietly Redefine Its Regional Gaming Strategy?

Churchill Downs Incorporated recently outlined development plans for its Rockingham Grand Casino in Salem, New Hampshire, a US$180–200 million project set within The Mall at Rockingham Park near the mixed-use Tuscan Village complex. This expansion reinforces Churchill Downs’ push into experiential regional gaming, adding a sizable New Hampshire presence alongside its existing Casino Salem charitable gaming facility. Next, we’ll assess how the planned Rockingham Grand Casino’s US$180–200...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

Is Ambarella (AMBA) Quietly Recasting Itself From Chip Vendor To Full Edge AI Platform?

At CES 2026, Ambarella launched its CV7 edge AI vision SoC, built on Samsung’s 4nm process with third-generation CVflow acceleration, and unveiled its online Ambarella Developer Zone to streamline building and deploying edge AI applications across its SoC portfolio. Together, the CV7 and DevZone moves suggest Ambarella is shifting from a pure chip supplier toward a broader platform approach that tightly links its hardware and software ecosystem for edge AI developers. Next, we’ll examine how...
NasdaqGM:LGND
NasdaqGM:LGNDPharmaceuticals

Ligand Pharmaceuticals (LGND) Is Up 7.6% After Raising Long-Term Royalty Growth Outlook - What's Changed

Ligand Pharmaceuticals recently updated its long-term outlook, projecting 40% royalty revenue growth for 2026 and a 23% compound annual growth rate through 2030, supported by products including Filspari, Ohtuvayre and Capvaxive. The company also highlighted more than US$1.00 billion in deployable capital for new royalty deals targeting unmet medical needs, underlining its capacity to expand the portfolio further. We’ll now examine how this upgraded royalty growth outlook, underpinned by...
NasdaqGS:VNET
NasdaqGS:VNETIT

VNET Group (VNET) Is Up 11.6% After Unveiling 10 GW Green AI Data Center Plan

In recent days, VNET Group announced plans to build 10 GW of green computing capacity and launched its Hyperscale 2.0 AI data center initiative across multiple regions in China, while broader optimism around US-listed Chinese stocks was reinforced by bullish commentary on AI-driven growth and policy support. This combination highlights how VNET is positioning its infrastructure toward AI-focused, energy-efficient data centers at the same time investors are reassessing AI-related...
NYSE:WS
NYSE:WSMetals and Mining

Assessing Worthington Steel (WS) Valuation After Strong Results And Sitem Group Acquisition

Worthington Steel (WS) is back in focus after its latest Form 10-Q highlighted financial and operational performance tied to automotive demand, the Sitem Group acquisition in Europe, and increased use of AI and technology. See our latest analysis for Worthington Steel. The recent Form 10-Q, the Sitem Group acquisition in Europe and the push into AI supported operations are all landing against a share price of $36.93, with a 90 day share price return of 20.41% and a 1 year total shareholder...
NYSE:ESRT
NYSE:ESRTOffice REITs

The Bull Case For Empire State Realty Trust (ESRT) Could Change Following Rolex Tourneau Lease In Williamsburg

Empire State Realty Trust recently signed a lease with Tourneau, LLC for a 3,767 sq ft Rolex retail store at 86 North Sixth Street in Williamsburg, Brooklyn, and previously announced that its fourth-quarter 2025 results will be released on February 17, 2026, followed by a conference call on February 18, 2026. The addition of a high-profile luxury tenant to ESRT's North Sixth Street Collection underscores the appeal of its Williamsburg retail cluster to premium brands and may reinforce the...
NasdaqGS:SBRA
NasdaqGS:SBRAHealth Care REITs

Assessing Sabra Health Care REIT (SBRA) Valuation After Appointment Of New Chief Investment Officer

Sabra Health Care REIT (SBRA) has reshaped its senior leadership, appointing long time executive Darrin Smith as Chief Investment Officer, Secretary and Executive Vice President following Talya Nevo Hacohen’s retirement at the end of 2025. See our latest analysis for Sabra Health Care REIT. The leadership change comes as Sabra’s share price trades at US$19.28, with a 90 day share price return of 9.36% and a 1 year total shareholder return of 24.22%. This suggests momentum has been building...
NYSE:SKT
NYSE:SKTRetail REITs

Tanger’s Expanded Exchangeable Notes And New Liquidity Moves Might Change The Case For Investing In SKT

Tanger Inc. recently upsized and priced a US$220 million offering of 2.375% exchangeable senior notes due 2031, alongside new unsecured term loans totaling US$550 million, to refinance debt, support share repurchases, and bolster liquidity. By pairing exchangeable notes with capped call transactions and extending its debt maturities into the next decade, Tanger is explicitly prioritizing balance sheet flexibility while seeking to limit future share dilution for existing investors. We’ll now...
NYSE:NMM
NYSE:NMMShipping

A Look At Navios Maritime Partners (NMM) Valuation After Strong Q3 2025 Beat And Leadership Changes

Why Navios Maritime Partners is in focus after Q3 2025 Navios Maritime Partners (NMM) hit a 52 week high after reporting Q3 2025 results that topped analyst expectations for earnings and revenue, alongside senior leadership promotions tied to a broader corporate restructuring. See our latest analysis for Navios Maritime Partners. The stock’s 8.7% 7 day share price return and 26.3% 90 day share price return suggest momentum has been building ahead of and around the Q3 2025 earnings beat and...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

3 Stocks Estimated To Be Trading At A Discount In January 2026

As the U.S. stock market navigates a mixed landscape with major indices showing varied performances and precious metals reaching record highs, investors are closely watching economic indicators and political developments that could influence market dynamics. In this environment, identifying undervalued stocks can be particularly appealing, as these opportunities may offer potential value when broader market conditions create uncertainty.
NasdaqGS:ALXO
NasdaqGS:ALXOBiotechs

ALX Oncology Holdings Leads Our Selection Of 3 Promising Penny Stocks

Major stock indexes in the United States are experiencing mixed performance, with gold and silver reaching record highs amid a Justice Department probe into Federal Reserve Chair Jerome Powell. In such a fluctuating market landscape, penny stocks can present unique opportunities for investors seeking growth at lower price points. Though often associated with smaller or newer companies, these stocks can offer significant potential when backed by strong financials and sound fundamentals.
NasdaqGS:IBCP
NasdaqGS:IBCPBanks

Civista Bancshares And 2 Top Dividend Stocks For Your Portfolio

In the current U.S. market landscape, major stock indexes are showing mixed performances amid heightened scrutiny of Federal Reserve actions and record highs in gold and silver prices. As investors navigate this complex environment, dividend stocks like Civista Bancshares offer a potential avenue for stability and income, making them an attractive consideration for those seeking to bolster their portfolios against economic uncertainties.
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Assessing Harmonic (HLIT) Valuation After A Year Of Weak Share Price Momentum

Harmonic (HLIT) has been drawing attention after recent share price moves, with the stock last closing at $9.63. For investors, the key question is how this level lines up with fundamentals. See our latest analysis for Harmonic. Recent moves sit against a weaker backdrop, with a 30 day share price return of a 6.32% decline and a 1 year total shareholder return of a 22.59% loss, suggesting momentum has been fading despite the current US$9.63 level. If Harmonic has you reassessing opportunities...
NasdaqGS:PCRX
NasdaqGS:PCRXPharmaceuticals

Pacira BioSciences (PCRX) Is Down 6.3% After Cut 2025 Outlook And Activist Pressure - Has The Bull Case Changed?

Pacira BioSciences recently reported preliminary unaudited 2025 revenue of US$726.4 million, modestly above the prior year’s US$701.0 million, while also completing a US$150.05 million buyback totaling 5,932,106 shares since May 2025. At the same time, the company lowered its 2025 revenue forecast and faced fresh pressure from activist DOMA Perpetual Capital Management, which is pushing for board changes and a potential sale process. Next, we’ll examine how the downward 2025 revenue forecast...
NYSE:PEN
NYSE:PENMedical Equipment

Is Penumbra’s (PEN) MMA Embolization Focus and Insider Selling Altering The Investment Case?

Penumbra recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, while ongoing SEC filings show continued small share sales by Director Harpreet Grewal over the past year with no insider purchases reported. Analyst commentary highlighting Penumbra’s emerging middle meningeal artery embolization franchise, alongside recent strong quarterly results and raised 2025 revenue guidance, is sharpening investor focus on the company’s embolization growth...