U.S. Hospitality Stock News

Artivion, Inc. participated in the Morgan Stanley 23rd Annual Global Healthcare Conference in New York on September 10, 2025, with key executives Lance A. Berry and Pat Mackin presenting. An interesting point raised was renewed investor focus on the company's high leverage and declining earnings, given recent concerns about its ability to service debt and ongoing cash flow challenges. We will examine how renewed scrutiny of Artivion’s financial stability shapes the current investment...

Earlier this month, ENTRA1 Energy announced a landmark agreement with the Tennessee Valley Authority to deploy up to 6 gigawatts of NuScale Power's small modular reactor (SMR) capacity across TVA’s seven-state service region, marking the largest SMR deployment program in U.S. history. This partnership signals growing momentum for advanced nuclear technologies in meeting surging electricity demand from sectors such as data centers, AI, and semiconductor manufacturing. We'll look at how...

Korn Ferry recently reported first quarter fiscal 2026 earnings, revealing year-over-year increases in both revenue (US$715.54 million) and net income (US$66.64 million), alongside new second quarter guidance, ongoing share repurchases, and a dividend affirmation. These combined actions highlight Korn Ferry's focus on returning value to shareholders while maintaining business growth momentum through big organizational consulting mandates and technology investments. We'll now explore how the...

Serve Robotics (SERV) has been seeing a noticeable uptick in its stock price lately, and savvy investors are starting to pay closer attention. This latest rally does not stem from fresh news at the company itself, but rather from a surge in interest across the robotics sector, following high-profile remarks from Tesla’s Elon Musk. Musk’s vision for autonomous robots appears to be driving a wave of optimism among investors looking for the next big breakout in robotics and automation. This lift...

MetLife recently introduced a new Cancer Support benefit, expanding its Critical Illness Insurance to offer personalized care and expert guidance through a collaboration with Private Health Management. This initiative addresses the projected rise in cancer cases and significant related financial hardships, enhancing the support and resources available to employees facing a cancer diagnosis. We'll examine how MetLife's enhanced cancer support offering could influence analyst expectations for...

On September 4, 2025, Palantir Technologies announced a five-year expansion of its partnership with Lear Corporation, with Lear set to broaden its use of Palantir's AI-driven platforms across its manufacturing operations globally, a move already credited with over US$30 million in savings during the first half of 2025. This deeper integration of digital and AI tools signals a significant shift in Lear's approach to operational efficiency, innovation, and cross-functional process...

Tourmaline Bio (TRML) is back in the headlines, and if you have been watching the stock, you might be wondering if this latest move is a meaningful signal or just another blip. With no major event triggering the activity, investors are left sifting through what is driving momentum. Sometimes, mere price action alone can prompt questions about whether the market is seeing something others are missing. Over the past year, Tourmaline Bio has seen strong gains, climbing 147%. Momentum has...

In the past week, Century Aluminum was upgraded to a Zacks Rank #1 (Strong Buy) after analysts raised full-year earnings estimates by 15.7%, signalling improved forecast expectations. This shift in sentiment highlights growing analyst confidence in the company’s ability to capitalize on sector trends and outperform industry peers. We'll explore how this heightened analyst outlook may influence Century Aluminum's investment narrative, especially in light of its expansion efforts. AI is about...

Braze, Inc. recently announced its second quarter fiscal 2025 results, reporting sales of US$180.11 million and an increased net loss of US$27.9 million compared to the same period last year. While revenue continued to grow, the updated guidance projects annual sales between US$717.0 million and US$720.0 million, offering fresh insight into management’s expectations for the remainder of the fiscal year. We'll assess how Braze's updated revenue outlook for the year may influence its...

HA Sustainable Infrastructure Capital recently reported a strong second quarter, with revenues surpassing analyst expectations by 32.1% due to its investments in climate-positive infrastructure projects. This performance highlights how the company's focus on sustainable infrastructure is playing a central role in driving revenue growth beyond market forecasts. We'll now explore how HA Sustainable Infrastructure Capital's climate-positive investments are shaping its current investment...

Thinking about what to do with Crescent Energy (CRGY) after its recent surge? Investors have taken notice as shares jumped 5.8%, powered by strong commodity prices and Crescent’s established foothold in major U.S. basins like Eagle Ford and Uinta. While its mix of low-cost production assets looks like a winning formula for profitability, the story has gotten more complicated lately as downward revisions to expected earnings per share have clouded the outlook just as momentum seemed to be...

Applied Materials announced in the past week that its Board of Directors approved a quarterly cash dividend of $0.46 per share, payable on December 11, 2025, to shareholders of record as of November 20, 2025. This move marks an eighth consecutive year of dividend increases for the company, underscoring strong financial performance and an ongoing commitment to shareholder returns, with dividends rising at an annual compound growth rate of 15% over the past decade. We will now explore how this...

Are you wondering what to make of DexCom’s stock these days? You are definitely not alone. Investors have watched DexCom move through a string of changes, with its shares closing recently at $76.22. After a dip of 5.3% in the past week and 5.8% over the last month, it is natural to question whether this is an opportunity in disguise. Even with a negative return so far this year, DexCom stock is up nearly 10% compared to a year ago, a sign that there is still faith in the company’s growth...

Allison Transmission recently announced that its Neutral at Stop fuel-saving technology is now standard on Kenworth and Peterbilt models equipped with the Allison 4700 Rugged Duty Series™ transmissions, targeting enhanced fuel efficiency in commercial fleets. This move is expected to deliver direct operational benefits for urban and stop-start fleet operators, supporting lower fuel consumption and advancing sustainability goals within the industry. We'll examine how the standardization of...

PagSeguro Digital Ltd. recently announced a special dividend of US$0.12 per share, payable on November 3, 2025, with an ex-date and record date of October 6, 2025. This special dividend underlines the company’s approach to capital allocation and signals management’s confidence in PagSeguro’s financial position. To assess its impact, we'll explore how this special dividend announcement shapes PagSeguro Digital’s investment case and shareholder value proposition. Find companies with promising...

Southwest Gas Holdings (SWX) just wrapped up the sale of its entire stake in Centuri Holdings, a move that is turning heads among investors. By cashing out of Centuri, Southwest Gas is aiming to zero in on its bread-and-butter utility business, providing a clear signal about where leadership sees future value. Shortly after completing the sale, the stock caught an upgrade from BofA Securities, with analysts citing an improved risk/reward balance and new focus on the company’s core...

In early September 2025, Eli Lilly announced positive Phase 3 results for Jaypirca (pirtobrutinib) in chronic lymphocytic leukemia and launched Lilly TuneLab, an advanced AI/ML platform for drug discovery, with additional strategic collaborations unveiled by partners such as insitro and Circle Pharma. The combination of new clinical data and the introduction of AI-driven drug development models underscores Lilly's expanding innovation capabilities and commitment to accelerating R&D...

Melius Research recently initiated coverage on EOG Resources, assigning a Buy rating and highlighting the company’s disciplined focus on internal growth and technology for cost reduction. The report also drew attention to EOG Resources’ 36-year record of consistent dividends and its leadership in U.S. shale production regions. We’ll examine how the spotlight on EOG’s technology-driven efficiency could influence the company’s broader investment narrative. The latest GPUs need a type of rare...

Earlier this week, Hayward Holdings faced heightened attention after the U.S. Labor Department sharply revised job market data, indicating employers added 911,000 fewer jobs from April 2024 to March 2025 than initially estimated. This unexpected labor data revision has increased concerns about economic uncertainty, particularly for companies like Hayward Holdings that are closely tied to shifts in consumer sentiment and discretionary spending. Next, we'll examine how increased economic...

Earlier this week, Coty's shares declined after Berenberg downgraded the company due to concerns around delayed sales growth recovery and ongoing sector headwinds, following quarterly results that missed earnings expectations and a 9% year-over-year decline in like-for-like sales. Despite the challenges cited by analysts, insider purchasing activity such as the recent share acquisition by Coty's Chief Legal Officer has signaled management confidence in the company’s prospects. We'll examine...

If you’re watching Home Depot (HD) these days and wondering about your next move, you’re far from alone. The buzz isn’t just about the company’s usual stream of projects or a recent acquisition. Instead, investors are reacting to a wave of optimism around declining interest rates. Thanks to fresh signals from the Federal Reserve and upbeat commentary from figures like Jim Cramer, there is growing hope that rate cuts could finally kickstart housing. In turn, this could drive demand for Home...

Dianthus Therapeutics recently announced positive Phase 2 MaGic trial results for claseprubart, showing rapid and clinically significant improvements in adults with generalized Myasthenia Gravis, with no drug-related serious adverse events reported. This favorable efficacy and safety data was closely followed by the company's successful completion of a follow-on equity offering totaling over US$250 million to fund continued development. We'll examine how the strong clinical trial results and...

If you’re watching Zeta Global Holdings (ZETA) this week, you’re not alone. The company just wrapped its presentation at the Goldman Sachs Communicopia + Technology Conference, highlighting a strong Q2 with revenue up 35% and free cash flow increasing 69% year-over-year. The company's focus on expanding its unified 'One Zeta' platform and the introduction of new pricing models have caught investors' attention as they consider the future of the stock. The latest updates follow a year of mixed...

Earlier this week, HSBC upgraded Amer Sports from Hold to Buy, citing previously underestimated growth drivers within the company's broader brand portfolio and international markets. This shift in outlook highlights accelerating momentum in the Salomon soft goods segment and the company’s expanding footprint across Asia beyond Greater China. We'll now consider how HSBC's recognition of Amer Sports' diversified international growth potential may reshape its investment narrative. Trump's oil...