U.S. Hospitality Stock News

NYSE:BOOT
NYSE:BOOTSpecialty Retail

A Look At Boot Barn Holdings (BOOT) Valuation After Recent Share Price Moves

Boot Barn Holdings (BOOT) is back on investors' radar after recent share price moves, with the stock closing at $187.99 and showing mixed returns over the week, month, past 3 months, and year. See our latest analysis for Boot Barn Holdings. The recent 7 day share price return of 7.57% contrasts with an 8.58% 90 day share price gain and a 36.96% 1 year total shareholder return. This suggests that longer term momentum remains stronger than the latest pullback. If this move has you thinking...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Assessing Rocket Lab (RKLB) Valuation As Cassowary Vex Hypersonic Mission Moves Forward

Why the Cassowary Vex hypersonic mission matters for Rocket Lab (RKLB) Rocket Lab (RKLB) is preparing its Cassowary Vex mission, a dedicated hypersonic test flight on the HASTE rocket for the Department of War’s Defense Innovation Unit and Hypersonix, with liftoff targeted for late February. This will be the company’s fourth hypersonic test mission in under six months. The launch will use HASTE to deploy Hypersonix’s DART AE aircraft from Launch Complex 2 in Virginia, and it underscores a...
NYSE:AUB
NYSE:AUBBanks

Is It Time To Reconsider Atlantic Union Bankshares (AUB) After Recent Share Price Rebound?

If you are wondering whether Atlantic Union Bankshares at around US$40.23 is offering fair value or a potential bargain, this overview can help you size up what the current share price might be implying. The stock shows a mixed recent return profile, with a 1 week return of a 3.7% decline, contrasted with gains of 7.9% over 30 days, 13.3% year to date, 12.2% over 1 year, 19.0% over 3 years and 32.4% over 5 years. Recent attention on US regional banks, including Atlantic Union Bankshares, has...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

A Look At Vistance Networks (VISN) Valuation After RUCKUS Pro AV Launch And New Partnerships

RUCKUS Networks’ new Pro AV focused ICX switch lineup and updated management platforms, plus fresh ties with Crestron and the SDVoE Alliance, put Vistance Networks (VISN) firmly in the Ethernet based professional AV spotlight. See our latest analysis for Vistance Networks. VISN’s latest product and partnership news comes on the back of a 14.4% 90 day share price return and a very large 1 year total shareholder return, suggesting momentum has been strong rather than fading recently. If this...
NYSE:TYL
NYSE:TYLSoftware

Tyler Expands Courts Portfolio With For The Record Deal And AI Push

Tyler Technologies (NYSE:TYL) announced the acquisition of For The Record, a company focused on digital court recording solutions. The company is rolling out early access to embedded AI features across its product set for interested clients. Tyler also introduced a new share repurchase program of up to US$1b. Tyler Technologies focuses on software and services for public sector clients, including courts, justice systems and local governments. By adding For The Record, the company is...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Is It Too Late To Consider Halozyme Therapeutics (HALO) After A 36% One Year Gain?

If you are wondering whether Halozyme Therapeutics at around US$79.44 is still attractively priced or starting to look expensive, this article takes a closer look at what the current market price might be implying. Over shorter horizons the stock has been mixed, with a 2.2% decline over the last 7 days, an 8.9% return over 30 days, a 13.0% return year to date, and a 36.3% return over 1 year. The 3 year and 5 year returns sit at 58.8% and 59.9% respectively. Recent interest in Halozyme...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines (NYSE:AEM) Margin Surge To 37.5% Tests Bearish Cost Narratives

Agnico Eagle Mines (NYSE:AEM) FY 2025 earnings snapshot Agnico Eagle Mines (NYSE:AEM) closed out FY 2025 with Q4 revenue of US$3.6 billion and basic EPS of US$3.04, while trailing twelve month revenue reached US$11.9 billion and EPS came in at US$8.89, alongside a 135.4% rise in earnings over the last year. Over recent periods, the company has seen revenue move from US$8.3 billion and EPS of US$3.79 on a trailing basis at the end of 2024 to US$11.9 billion and EPS of US$8.89 by Q4 2025, with...
NYSE:ANET
NYSE:ANETCommunications

Arista Results And AI Demand Reset Expectations For Growth And Valuation

Arista Networks (NYSE:ANET) reported record Q4 and full-year 2025 results, highlighting strong AI and cloud networking demand. Management raised 2026 revenue guidance alongside new milestones, including shipping 150 million ports. The company pointed to solid international growth and ongoing supply chain pressures that it is actively managing. For investors watching the AI buildout, Arista Networks sits in the flow of spending on high performance networking. The stock closed at $141.59,...
NYSE:ICE
NYSE:ICECapital Markets

A Look At Intercontinental Exchange’s Valuation As It Expands Polymarket Data And Crypto Index Futures

Intercontinental Exchange (ICE) has just broadened its reach in digital markets by becoming the exclusive institutional provider of Polymarket prediction data and by listing new futures tied to major CoinDesk cryptocurrency indices. See our latest analysis for Intercontinental Exchange. Despite a busy few weeks that included stronger full year 2025 earnings, a higher quarterly dividend, a new buyback program and multiple product launches across clearing, mortgages and digital assets,...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Is It Time To Reassess Exact Sciences (EXAS) After The US$105 Abbott Offer?

If you are wondering whether Exact Sciences is still worth your attention at current prices, the key question is how its market value compares with what the business may be worth on paper. The stock last closed at US$103.24, with returns of 0.1% over 7 days, 1.0% over 30 days, 1.5% year to date, 109.4% over 1 year, 62.6% over 3 years, and a 30.2% decline over 5 years. Recent news around Exact Sciences has focused on its position in cancer diagnostics and how its core products fit into...
NYSE:OKLO
NYSE:OKLOElectric Utilities

Can Oklo's (OKLO) Fuel Recycling Grant Quietly Redefine Its Long-Term Competitive Moat?

The U.S. Department of Energy recently awarded Oklo funding to study how radioactive materials in used nuclear fuel behave in hot liquid salt, supporting the design of its planned commercial fuel recycling facility in Tennessee. This work could help Oklo close the nuclear fuel loop by turning spent fuel into a resource, potentially reducing waste and differentiating its advanced reactor model from other nuclear developers. We’ll now examine how this federal backing for Oklo’s fuel recycling...
NYSE:AON
NYSE:AONInsurance

Is Aon (AON) Pricing Offer An Opportunity After Recent Share Price Weakness

If you are wondering whether Aon is pricing in too much optimism or not enough, this article will walk through what its current share price might be implying about value. The stock last closed at US$321.70, with returns of 5.9% decline over 7 days, 7.0% decline over 30 days, 6.6% decline year to date, 16.2% decline over 1 year, 6.3% gain over 3 years and 46.5% gain over 5 years. This gives you a mix of shorter term weakness and longer term strength to think about. Recent coverage has focused...
NasdaqGS:KPTI
NasdaqGS:KPTIBiotechs

Karyopharm Therapeutics (KPTI) TTM US$196 Million Loss Tests Bullish Profitability Narratives

Karyopharm Therapeutics FY 2025 earnings snapshot Karyopharm Therapeutics (KPTI) closed FY 2025 with Q4 revenue of US$34.1 million and a basic EPS loss of US$5.68, alongside a net loss of US$102.2 million. On a trailing twelve month basis, EPS stood at a loss of US$17.93 on revenue of US$146.1 million and a net loss of US$196.0 million. The company has reported quarterly revenue ranging from US$30.0 million to US$44.0 million over the past year, with basic EPS losses between US$2.77 and...
NYSE:AL
NYSE:ALTrade Distributors

Air Lease Merger Talks Test Earnings Strength And Low P E Valuation

Air Lease (NYSE:AL) is working through a pending merger with Sumisho Air Lease Corporation that could reshape how the business is organized and funded. The potential transaction raises questions around future operations, financing options, and how the combined entity might serve airline customers. Investors are watching closely as the company evaluates this merger alongside its current trading level near $64.73 per share. With Air Lease trading around $64.73, investors are weighing this...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

A Look At Evolv Technologies Holdings (EVLV) Valuation After New Sports Venue Deals And Board Appointment

Evolv Technologies Holdings (EVLV) has drawn fresh attention after securing new deployments of its AI-based weapons detection systems at major US sports venues, alongside appointing Axon executive Henrik Kühl to its board and audit committee. See our latest analysis for Evolv Technologies Holdings. The recent sports venue wins and board changes come after a mixed stretch for the stock, with a 7 day share price return of 3.46% but a 30 day share price decline of 13.68%. At the same time, the 1...
NYSE:ATI
NYSE:ATIAerospace & Defense

Why ATI (ATI) Is Up 7.8% After Strong Q4 Results And Major Buyback Completion

In early February 2026, ATI Inc. reported fourth-quarter 2025 sales of US$1,177.1 million with net income of US$96.6 million, while full-year sales rose to US$4,587.4 million and net income to US$404.3 million, alongside the completion of a US$580.16 million buyback covering 8,343,988 shares since September 2024. Management highlighted that robust aerospace and defense demand, a richer mix of proprietary alloys, and expanded long-term agreements supported stronger-than-expected non-GAAP...
NYSE:BKE
NYSE:BKESpecialty Retail

Should Broad-Based Comparable Sales Growth Shape Buckle’s (BKE) Long-Term Investment Narrative?

The Buckle, Inc. previously reported that net sales for the 4-week fiscal month ended January 31, 2026 rose 3.7% to US$61.8 million, with comparable store gains extending across the fourth quarter and full fiscal year. With full-year net sales increasing to US$1.30 billion and comparable store sales higher across all periods, Buckle’s latest update highlights consistent demand across its store base. Next, we’ll examine how this broad-based comparable sales growth may influence Buckle’s...
NYSE:RWT
NYSE:RWTMortgage REITs

Redwood Trust (RWT) Q4 Revenue Recovery Tests Bullish Narratives On Turnaround Potential

Redwood Trust (RWT) closed out FY 2025 with Q4 total revenue of US$87.3 million and basic EPS of US$0.14, marking a clear rebound from the loss making quarters seen earlier in the year. Over the past few periods, the company has seen revenue move from US$30.9 million in Q4 2024 to US$73.8 million in Q1 2025, fall to US$54.4 million in Q3, then climb to US$87.3 million in Q4. Basic EPS shifted from US$0.09 in Q1 2025 to a loss of US$0.76 in Q2 and back into positive territory in Q4. For...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Workday (WDAY) Valuation Check As Aneel Bhusri Returns To The CEO Role

Workday (WDAY) is back in the spotlight after co founder and executive chair Aneel Bhusri returned as CEO, replacing Carl Eschenbach. The leadership shift comes as investors focus on artificial intelligence and growth. See our latest analysis for Workday. The leadership change and recent AI announcements have arrived during a weak patch for the stock, with a 30 day share price return of 25.55% decline and a 1 year total shareholder return of 44.03% decline. This suggests negative momentum as...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Margin Improvement Reinforces Bullish Earnings Quality Narrative

Morningstar (MORN) has wrapped up FY 2025 with fourth quarter total revenue of US$641.1 million and basic EPS of US$2.84, capping a year where trailing twelve month revenue reached US$2.4 billion and EPS came in at US$8.93. Over the past few quarters, the company has seen quarterly revenue move from US$581.9 million in Q1 2025 to US$641.1 million in Q4, while basic EPS stepped from US$1.83 to US$2.84 over the same stretch, supported by earnings growth of 15.2% over the last year and net...
NYSE:BFAM
NYSE:BFAMConsumer Services

Bright Horizons Family Solutions (BFAM) Margin Lift To 6.6% TTM Reinforces Bullish Earnings Narrative

Bright Horizons Family Solutions (BFAM) has put fresh numbers on the table for FY 2025, with Q4 revenue of US$733.7 million and basic EPS of US$0.39. Trailing 12 month revenue sits at about US$2.9 billion against EPS of US$3.39. Over recent quarters, revenue has ranged from US$665.5 million to US$802.8 million as basic EPS moved between US$0.66 and US$1.38. Trailing 12 month net income rose from US$140.2 million to US$193.1 million, giving investors a clearer read on how margins are shaping...
NasdaqGS:FIBK
NasdaqGS:FIBKBanks

Upbeat Earnings Revisions And Analyst Sentiment Might Change The Case For Investing In First Interstate BancSystem (FIBK)

On February 11, 2026, First Interstate BancSystem, Inc. presented at the KBW 2026 Winter Financial Services Conference at The Boca Raton in Florida, highlighting its current positioning to the financial services investment community. Despite concerns about modest longer-term revenue trends and profitability metrics, the bank has recently benefited from upward earnings estimate revisions and favorable analyst rankings that point to strong near-term momentum. Building on this, we’ll explore...
NYSE:ESTC
NYSE:ESTCSoftware

Elastic (ESTC) Valuation Check After Elastic Inference Service Expands AI Search Capabilities

Elastic (NYSE:ESTC) has rolled out Elastic Inference Service for self-managed Elasticsearch customers, giving them access to cloud-hosted GPU inference and Jina Rerankers without running their own GPU hardware or overhauling existing architectures. See our latest analysis for Elastic. Despite the new AI focused launches, Elastic’s recent share price returns have been mixed. The 30 day share price return is 15.03% and the 90 day share price return is 32.21%, while the 1 year total shareholder...
NYSE:WHR
NYSE:WHRConsumer Durables

Is Whirlpool (WHR) Pricing Reflect Housing And Consumer Demand Concerns Correctly

If you are looking at Whirlpool and wondering whether the current share price reflects its true worth, this article will walk through what the numbers are saying about value. The stock recently closed at US$88.69, with returns of 2.5% over 7 days, 4.0% over 30 days, 19.0% year to date and a 9.3% decline over the past year, alongside 26.5% and 41.7% declines over 3 and 5 years respectively. Recent news coverage around Whirlpool has focused on its position in the home appliances market and how...