U.S. Hospitality Stock News

Phillips 66 and Kinder Morgan recently reported that the initial open season for their proposed Western Gateway refined products pipeline system has closed after attracting strong shipper commitments linking Borger, Texas to Phoenix, Arizona and, via reversed SFPP assets, into key California markets. The project’s use of joint tariffs, pipeline reversals and connections to assets like Kinder Morgan’s CALNEV line could reshape refined product flows from Midwest refineries to Phoenix, Los...

If you are wondering whether USA Rare Earth is actually worth the buzz at its current price, or if the value story is getting ahead of itself, you are not alone. The stock has climbed 7.2% in the last week and 17.5% over the past month, with a 32.7% gain over the last year. This signals that investors are starting to price in more upside and possibly a bit more risk as well. Recent coverage around the US critical minerals strategy and supply chain security has put companies like USA Rare...

If you are wondering whether International Business Machines is still a value play after its significant share price increase, or if you may have missed the opportunity, this breakdown will help you assess whether IBM deserves a place in your portfolio right now. IBM's share price has climbed to around $304.56, with returns of 0.4% over the last week, 0.1% over the last month, 38.5% year to date, 39.2% over 1 year, 142.7% over 3 years, and 215.4% over 5 years. These figures naturally raise...

Bristol Myers Squibb (BMY) has been back on investors radar after the FDA cleared Breyanzi as the first CAR T therapy for relapsed or refractory marginal zone lymphoma, reinforcing the company presence in B cell malignancies. See our latest analysis for Bristol-Myers Squibb. The latest Breyanzi approval lands at a moment when sentiment is already shifting, with a 30 day share price return of 14.55% and a 90 day share price return of 26.03% from $54.71, even though the 1 year total shareholder...

GreenTree Hospitality Group (NYSE:GHG) has posted its Q3 2025 numbers, reporting revenue of CNY 303.6 million, basic EPS of CNY 0.60 and net income of CNY 60.8 million, with a trailing twelve month net profit margin of 15.2% compared with 14% a year earlier. The company has seen quarterly revenue move from CNY 356.98 million in Q3 2024 to CNY 303.61 million in Q3 2025, while basic EPS shifted from CNY 0.65 to CNY 0.60 over the same period. This sets up a results season where steady margins...

In its recently reported second quarter of fiscal 2026, Conagra Brands posted sales of US$2,979.1 million versus US$3,195.1 million a year earlier, swung from net income of US$284.5 million to a net loss of US$663.6 million, and recorded very large non-cash goodwill and brand impairment charges alongside continued dividend payments and modest organic sales guidance of 1% decline to 1% growth. These results come as Conagra contends with softening demand, shrinking unit sales and evolving...

In the fourth quarter of fiscal 2025, Photronics, Inc. reported sales of US$215.77 million, while net income nearly doubled to US$61.8 million and diluted earnings per share from continuing operations rose to US$1.07 compared with a year earlier. Management also issued upbeat revenue guidance of US$217 million to US$225 million for the first quarter of 2026 and highlighted strong demand for high-end photomasks tied to AI applications, supported by ongoing capacity investments and resilient...

If you are wondering whether Taiwan Semiconductor Manufacturing is still worth buying after its huge run, you are not alone. This breakdown is designed to help you decide if the current price still makes sense. The stock has climbed 7.9% over the last week, 5.0% over the past month, and is now up 48.2% year to date and 324.2% over three years. The big question is whether you are late to the party or the growth story still has room to run. Much of this momentum has been driven by surging...

United Natural Foods (UNFI) just filed a roughly $50 million shelf registration tied to an employee stock ownership plan, a low drama move that still matters for how investors think about dilution and flexibility. See our latest analysis for United Natural Foods. That ESOP related shelf comes as investors reassess United Natural Foods after a strong run, with the share price at $33.8 and a roughly 22.5% year to date share price return but a softer 3 year total shareholder return. This...

In December 2025, Hormel Foods appointed veteran marketer Jason Levine as its first enterprise-wide chief marketing officer and completed a new partnership structure for the Justin’s brand, while SKIPPY and Milk Bar jointly revealed a co-branded Chocolate Peanut Butter Crunch Pie now available online and in Milk Bar bakeries. Together, these moves signal Hormel’s push to sharpen its consumer focus, leverage data-driven brand building, and unlock more value from its snacking and nut-butter...

Intuitive Machines (LUNR) just posted a third consecutive up day after KeyBanc launched coverage with a buy rating and the company unveiled a new lunar infrastructure partnership with Leonardo and Telespazio. See our latest analysis for Intuitive Machines. Those bullish headlines land on top of a powerful near term run, with a 7 day share price return of about 64 percent and a roughly 86 percent 30 day share price gain, even though year to date share price performance and 1 year total...

ImmunityBio (IBRX) just added another data point to ANKTIVA’s story, with new Journal of Urology results showing the ANKTIVA plus BCG combo holding up at 12 and 36 months in difficult bladder cancer. See our latest analysis for ImmunityBio. Against that backdrop, ImmunityBio’s latest ANKTIVA milestones and fresh EMA traction come as the 90 day share price return of minus 13.01 percent and one year total shareholder return of minus 18.63 percent show that momentum is still rebuilding from a...

On December 16, 2025, Northwest Natural Holding Company announced two long-dated, fixed-rate callable mortgage bond offerings totaling US$200 million in principal, alongside planned 2026 leadership changes in its legal and compliance functions. The combination of fresh long-term funding and a transition to a new General Counsel and Chief Compliance Officer highlights how Northwest Natural is reshaping both its balance sheet and governance framework ahead of MardiLyn Saathoff’s April 2026...

In recent months, UnitedHealth Group has responded to independent audits by outlining 23 operational reforms across its Medicare Advantage and Optum Rx pharmacy benefit operations, while also managing ongoing Department of Justice investigations into its billing practices. This combination of audit-driven changes and heightened regulatory attention is pushing the company to overhaul governance, automation, and transparency in ways that could materially reshape how it delivers and pays for...

Earlier this week, Italy’s Competition Authority ordered Meta Platforms to suspend contractual terms that kept rival AI chatbots off WhatsApp, requiring the company to allow competing services onto the messaging platform while an antitrust investigation continues. This intervention goes beyond technical integration, striking at how much control Meta can exert over AI services inside WhatsApp, a core pillar of its future messaging and AI monetization plans. We’ll now examine how Italy’s move...

In recent months, Rigetti Computing has drawn fresh attention as quantum computing enthusiasm accelerated, supported by new commercial orders for its Novera systems, expanded partnerships, and growing interest from institutional investors and Wall Street analysts. What stands out is how Rigetti’s vertically integrated superconducting-qubit platform and clear hardware roadmap are starting to translate into early real-world deployments and ecosystem collaborations, rather than remaining...

If you are wondering whether Expeditors International of Washington is still worth considering after its big run, or if the easy money has already been made, this breakdown is designed to help you decide with less guesswork. The stock has climbed 1.2% over the last week, 5.1% over the past month, and is now up 37.8% year to date and 38.0% over the last year, building on gains of 50.8% over 3 years and 69.7% over 5 years. Recent attention around global trade routes, freight demand stability,...

On 12 December 2025, UBS analyst Danielle Antalffy initiated coverage of PROCEPT BioRobotics with a bullish view, highlighting expectations for expanding revenue, improving gross margins, and cost efficiencies that could support profitability by 2027. This upbeat initiation adds to already optimistic analyst sentiment around PROCEPT’s urology-focused surgical robotics platform, with no Sell ratings and most covering analysts expecting meaningful growth in its Aquablation-based...

In recent days, Bloom Energy has been in focus as its solid oxide fuel cells gain traction as on-site power solutions for AI data centers, supported by record quarterly revenue, positive free cash flow, and a new US$600 million revolving credit facility led by Wells Fargo to enhance liquidity. At the same time, major partnerships with operators like Oracle and Brookfield and plans to double manufacturing capacity by 2026 underscore how tightly Bloom’s growth prospects are now tied to the...

If you are wondering whether Tesla is still a buy at today’s price, you are not alone. This article is going to walk through what the numbers say about its current valuation. Over the last month the stock has climbed 16.2%, adding to a 28.0% gain year to date and a 330.7% return over three years. This naturally raises questions about how much upside is really left. Recent headlines have focused on Tesla’s push to deepen its AI and autonomous driving capabilities, regulatory approvals for...

MP Materials (MP) is back in focus after a Morgan Stanley upgrade highlighted its role in the rare earths supply chain, even as recent CEO and CFO share sales contrast with growing institutional buying. See our latest analysis for MP Materials. The latest Morgan Stanley upgrade comes after a choppy stretch, with a 1 year to date share price return of 232.76 percent but a 90 day share price return of negative 29.29 percent. At the same time, the 3 year total shareholder return of 130.42...

On Holding (NYSE:ONON) has quietly staged a comeback, with the stock up roughly 14% over the past month, even as year to date performance and 1 year returns remain in negative territory. See our latest analysis for On Holding. The recent 30 day share price return of about 14% suggests momentum is rebuilding after a softer patch, even though year to date share price performance and the 1 year total shareholder return are still in the red, while the three year total shareholder return remains...

Recent Performance Puts Nasdaq in Focus Nasdaq (NDAQ) has been quietly climbing, with the stock up about 12% over the past month and 27% year to date, drawing fresh attention to how its evolving, tech-driven model is being valued. See our latest analysis for Nasdaq. With the share price now around $98.64, supported by a strong year to date share price return and robust multi year total shareholder returns, momentum looks to be building as investors increasingly back Nasdaq’s tech heavy,...

Microsoft (MSFT) has quietly drifted higher recently, with the stock up about 3% over the past month and roughly 17% year to date, even as gains cooled in the past 3 months. See our latest analysis for Microsoft. That steady climb comes after a brief cooling period, with the current share price at $488.02 and a solid year to date share price return suggesting momentum is consolidating rather than collapsing, backed by very strong multi year total shareholder returns. If Microsoft has you...