U.S. Hospitality Stock News

In the past quarter, Performance Food Group Company reported higher sales of US$16,444.70 million and net income of US$61.70 million, with both basic and diluted earnings per share from continuing operations increasing year on year. Despite this growth, the company slightly narrowed its full‑year 2026 net sales outlook and issued third‑quarter revenue guidance of US$16,000 million to US$16,300 million, signaling a more cautious top‑line trajectory. Next, we’ll examine how robust quarterly...

Exelon (EXC) is back in focus after Wolfe Research shifted its rating from Outperform to Peer Perform, citing political and regulatory headwinds along with concerns about below-average earnings growth shaping current sentiment around the stock. See our latest analysis for Exelon. At a share price of $44.01, Exelon has seen short term share price pressure, including a 4.6% decline over the last 90 days. Its 1 year total shareholder return of 12.5% and 5 year total shareholder return of 69.1%...

If you have been wondering whether Amcor's share price still reflects its underlying worth, you are not alone. This article is built to help you frame that question clearly. Amcor's stock has recently closed at US$44.92, with returns of 0.4% over the past week, 6.8% over the past month, 6.8% year to date, but a 5.4% decline over the past year and an 11.7% decline over three years. These mixed returns sit against a backdrop where investors are paying closer attention to packaging companies,...

Recent performance snapshot Arista Networks (ANET) has attracted investor attention after a recent move in its share price, with the stock closing at US$139.39 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for Arista Networks. While the recent 7 day share price return of 5% contrasts with a 4.3% 1 month share price gain, the bigger story is the strong total shareholder return of 24.1% over one year and a very large 5 year total shareholder...

Rambus (RMBS) closed out FY 2025 with Q4 revenue of US$190.2 million and basic EPS of US$0.59, alongside net income excluding extra items of US$63.8 million. Over the last six quarters in the data, revenue has ranged from US$145.5 million to US$190.2 million while basic EPS moved between US$0.45 and US$0.59, with trailing 12 month EPS at US$2.14 on revenue of US$707.6 million. With a trailing net profit margin of 32.6%, the latest numbers keep the focus squarely on how sustainably Rambus is...

NVR, Inc. reported fourth-quarter and full-year 2025 results showing net income and earnings per share lower than the prior year, while also completing a share repurchase of 64,904 shares for US$0.49 million under its August 11, 2025 buyback authorization. The combination of softer earnings and an active buyback program highlights how NVR is balancing returning cash to shareholders with managing a less robust profit picture. We will now examine how the weaker earnings profile, alongside the...

Advance Auto Parts (NYSE:AAP) has launched a new tiered loyalty program, Advance Rewards, replacing its Speed Perks offering. The company is rolling out an extensive restructuring effort that includes closing more than 700 stores and opening larger market hub locations. These moves are part of a broader push under CEO Shane O'Kelly to reshape operations and customer engagement. Advance Auto Parts enters this reset with shares at $50.70 and a mixed performance profile. The stock is up 30.4%...

If you are wondering whether Redwire's recent swings have left the stock cheap, expensive, or somewhere in between, this article walks through what the numbers actually say about its value. Over the past week the share price recorded a 20.7% decline, although it is up 24.7% over the last month and 24.7% year to date, while the 1 year return sits at a 52.9% decline and the 3 year return is a very large gain compared to five years ago at 0.4%. Recent coverage has focused on Redwire as a space...

What P10’s Recent Trading Tells You P10 (PX) has drawn attention after a recent pullback, with the stock closing at US$10.35 and showing mixed return figures across the past week, month, and past 3 months. Investors are weighing this against its latest fundamentals. See our latest analysis for P10. The recent 5.31% one day share price decline and 5.65% 7 day share price pullback sit against a 4.65% year to date share price gain, while the 1 year total shareholder return of 21.08% and 3 year...

In late January 2026, ArcBest reported Q4 2025 results showing sales of US$972.69 million and a net loss of US$8.12 million, alongside full-year revenue of US$4.01 billion and significantly lower net income than the prior year. While earnings missed analyst expectations and margins came under pressure from soft freight rates, ArcBest continued to invest in efficiency, expanded its board with new finance and technology expertise, and completed a long-running share repurchase program. Against...

If you are wondering whether Otis Worldwide's current share price lines up with its underlying value, this article will walk through the key numbers so you can judge that for yourself. Otis Worldwide's shares recently closed at US$87.16, with a 3.7% decline over 7 days, 1.3% decline over 30 days, 1.3% decline year to date and 6.0% decline over 1 year, set against gains of 9.5% over 3 years and 46.0% over 5 years. Recent news coverage around Otis Worldwide has focused on its position as a...

Q3 ARR milestone puts Toast (TOST) under the spotlight Toast (TOST) is back on investors’ radar after reporting annual recurring revenue of US$2.02b in Q3, alongside year-on-year ARR growth averaging 31.3% and a negative customer acquisition cost payback period. See our latest analysis for Toast. The strong Q3 ARR update has come against a weaker share price backdrop, with Toast’s 1-day, 7-day and 30-day share price returns of 10.37%, 13.02% and 16.96% declines respectively, and a 1-year...

Realty Income (NYSE:O) has formed a partnership with GIC to invest over $1.5 billion in build-to-suit logistics properties. The company has also completed its first investment in Mexico, extending its real estate footprint beyond existing markets. These moves introduce a new logistics focus and add Mexico to Realty Income's international portfolio. Realty Income, trading at $61.46, has delivered a 20.3% return over the past year and 32.3% over the past five years. For a company known for...

Teradyne’s FY 2025 Earnings Snapshot Teradyne (TER) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and basic EPS of US$1.64, setting the tone for how investors assess the latest move in profitability. The company has seen quarterly revenue move from US$752.9 million in Q4 2024 to US$1.1 billion in Q4 2025, while basic EPS shifted from US$0.90 to US$1.64 over the same period, providing a clear view of how the top and bottom line have tracked together. With a trailing 12...

Levi Strauss (NYSE:LEVI) is rolling out AI powered styling tools and a chatbot to personalize its ecommerce experience. The company marked the Super Bowl with an immersive San Francisco pop up featuring exclusive collaborations and community events. Levi's recently received top category recognition for customer loyalty in the apparel sector. Levi Strauss, trading at $19.42, is focusing on digital and brand engagement at the same time that its shares show a mixed return profile. The stock is...

Sempra subsidiaries, including SoCalGas and San Diego Gas & Electric, have jointly petitioned California regulators to modify prior requirements for hydrogen blending demonstration projects. The utilities argue that updated safety research and real world data support moving more quickly toward systemwide low percentage hydrogen integration across California's natural gas network. The petition seeks to rely on this newer evidence instead of completing earlier mandated pilot projects before...

If you are wondering whether XPeng's current share price lines up with its underlying value, you are not alone. This article will walk through the numbers in a straightforward way. XPeng's stock has recently seen mixed performance, with a 7.6% decline over the last 7 days and a 16.0% decline over both the last 30 days and year to date. Its 1 year return is 1.0% and its 3 year return is 66.0%, compared with a 64.8% decline over 5 years. Recent news coverage around XPeng has focused on its...

Emerson Electric Co. has reported past first-quarter 2026 results showing sales of US$4,346 million and net income of US$605 million, alongside issuing new earnings guidance for the second quarter and full fiscal year and affirming a quarterly dividend of US$0.555 per share payable in March 2026. Beyond the headline growth in earnings per share, Emerson is emphasizing demand for its automation and AI-driven solutions while planning to return US$10 billion to shareholders through dividends...

Mastercard launched its AI-driven Agent Suite, a customizable set of tools to help banks and merchants integrate agentic AI into daily operations. The company introduced Mastercard Fleet: Next Gen in Asia Pacific, extending its fleet and mobility payment capabilities in that region. New partnerships, including Vault Payment Solutions using Mastercard's network for prepaid, debit, and private-label programs, were announced as part of a broader global expansion push. For investors watching...

SiTime (NasdaqGM:SITM) is nearing a landmark acquisition of Renesas Electronics' timing unit. The deal would be the largest in SiTime's history and would materially expand its silicon timing portfolio. The potential transaction would extend SiTime's reach across communications, data center, and AI hardware markets. SiTime focuses on silicon based timing systems that sit at the heart of modern electronics, from networking gear to high performance computing. As demand for data center...

Protagonist Therapeutics (PTGX) is back in focus after filing a New Drug Application for rusfertide in polycythemia vera with partner Takeda, alongside fresh analyst enthusiasm and insider share sales for tax purposes. See our latest analysis for Protagonist Therapeutics. The stock’s recent 3.06% 1 day and 9.90% 90 day share price returns, alongside a very large 1 year total shareholder return of about 2.3x, suggest momentum building around the rusfertide filing and broader clinical story,...

If you are wondering whether Tyson Foods' current share price lines up with its underlying value, this breakdown is designed to give you a clear, numbers first view. The stock last closed at US$64.76, with returns of 11.6% over the past month and 17.6% over the past year. This performance has caught the eye of investors watching for shifts in growth potential and risk. Recent headlines have focused on Tyson Foods as a key player in the US protein market. Investors are paying attention to how...

Recent commentary has highlighted NuScale Power’s unique position as the only U.S. company with a Nuclear Regulatory Commission-certified small modular reactor design, alongside early-stage projects in Romania and the Tennessee Valley Authority region that remain short of binding commercial sales. An interesting angle for investors is how this first-mover status and supportive nuclear policy sit against execution risks such as prior project cancellations, rising construction costs, and...

Despite the fact that Quantum-Si incorporated's (NASDAQ:QSI) value has dropped 11% in the last week insiders who sold...