U.S. Hospitality Stock News

NYSE:DVA
NYSE:DVAHealthcare

DaVita Leadership Conferences Offer Fresh Clues On Growth And Risks

DaVita (NYSE:DVA) executives are set to appear at several major healthcare industry conferences in 2026. CEO and executive director Javier J. Rodriguez is scheduled to speak at the ViVE 2026 conference. DaVita’s financial leaders will join a fireside chat with investors at TD Cowen's 46th Annual Health Care Conference. For investors tracking NYSE:DVA, these conference appearances come with the stock recently trading at $149.51 and showing multi year returns of 81.6% over 3 years and 45.5%...
NYSE:OGN
NYSE:OGNPharmaceuticals

Organon Refocuses On Contraception With MIUDELLA Deal And JADA Exit

Organon (NYSE:OGN) has entered an exclusive global licensing agreement for MIUDELLA, a hormone-free copper IUD and the first such device approved in the U.S. in roughly 40 years. The company has also completed the sale of its JADA System to Laborie Medical, refining its focus within reproductive and postpartum health. For investors watching NYSE:OGN, these moves come as the stock trades around $7.51, with a 1-year return of a 51% decline and a 3-year return of a 64.5% decline. The recent...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

A Look At Viavi Solutions (VIAV) Valuation After DCX 700 Launch And Tariff Relief News

Viavi Solutions (VIAV) is back in focus after unveiling the DCX 700 tier 1 optical loss test set for high density data center fiber certification, along with supportive headlines around tariffs and recent quarterly performance. See our latest analysis for Viavi Solutions. The DCX 700 launch, recent timing and quantum security products, and tariff relief news have coincided with a sharp shift in sentiment. Viavi Solutions has posted a 30 day share price return of 54.87% and a 1 year total...
NYSE:FHI
NYSE:FHICapital Markets

Is Federated Hermes (FHI) Still Attractively Priced After Its Strong Multi Year Rally

If you are wondering whether Federated Hermes is still reasonably priced after its recent run, this article unpacks what the current share price might be implying about value. The stock last closed at US$56.38, with returns of 0.6% over 7 days, 5.6% over 30 days, 7.7% year to date, 52.1% over 1 year, 60.3% over 3 years and 136.7% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent coverage around Federated Hermes has focused on...
NYSE:KTB
NYSE:KTBLuxury

A Look At Kontoor Brands (KTB) Valuation After Tariff Driven Share Price Weakness

Kontoor Brands (KTB) recently drew fresh attention after the Trump administration announced new global tariffs, with the stock dropping 4.7% as investors weighed potential cost pressures on its international supply chain. See our latest analysis for Kontoor Brands. Zooming out from the tariff drop, Kontoor Brands’ 30 day share price return of 13.97% contrasts with a 10.21% decline over 90 days, while its five year total shareholder return of 62.72% points to longer term gains despite recent...
NYSE:WMB
NYSE:WMBOil and Gas

What Williams Companies (WMB)'s Record 2025 EBITDA and 2026 Outlook Upgrade Means For Shareholders

Earlier this month, The Williams Companies, Inc. reported record adjusted EBITDA of US$7.75 billion for 2025 and issued 2026 guidance of US$8.20 billion, supported by new pipeline and power innovation projects. Analysts highlighted that Williams’ growing power generation and infrastructure backlog could materially enhance its role in serving rising natural gas demand and long-term contracted cash flows. We’ll now examine how Williams’ record 2025 EBITDA and higher 2026 guidance could...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Crosses US$1b Revenue As ETF Launch Highlights Valuation Debate

SoFi Technologies reported its first quarterly revenue above US$1b, alongside record member growth. The company highlighted its evolution into a full-spectrum online financial services provider, expanding beyond its original student loan focus. Direxion launched the Daily SoFi Bull 2X ETF, giving investors leveraged exposure to NasdaqGS:SOFI shares. NasdaqGS:SOFI last closed at US$19.29, with a 1 year return of 33.3% and a 3 year return of 199.5%. The share price has seen a 25.2% decline...
NYSE:AON
NYSE:AONInsurance

A Look At Aon (AON) Valuation As New Risk And Reinsurance Leaders Take Charge

Aon (AON) investors are watching a recent leadership reshuffle, as the firm names Nicola Fraccalvieri CEO of global facultative for Reinsurance Solutions and appoints Joe Peiser CEO of Risk Capital, sharpening its focus on risk and capital solutions. See our latest analysis for Aon. These leadership changes come as Aon’s 1-day share price return of 1.67% contrasts with a 90-day share price return decline of 7.93% and a 1-year total shareholder return decline of 17.98%, suggesting recent...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Is Cadence Design Systems (CDNS) Pricing Still Justified After Recent Share Pullback

If you are looking at Cadence Design Systems and wondering whether the current price still makes sense, this article walks through what that share price could imply about value. The stock last closed at US$301.84, with a 1% decline over the past week, a 6.3% decline over the past month, and a 2.8% decline year to date, while the 1 year, 3 year and 5 year returns sit at 18.9%, 57.7% and 125.7% respectively. This article was prompted to provide ongoing coverage of Cadence Design Systems, so we...
NYSE:CNMD
NYSE:CNMDMedical Equipment

Assessing CONMED (CNMD) Valuation After Mixed Short And Long Term Share Price Performance

Why CONMED is on investors’ radar today Recent trading activity in CONMED (CNMD) has drawn attention, with the stock showing mixed returns across different periods and sitting at a last close of $45.98. For investors, that raises questions about current valuation and business performance. See our latest analysis for CONMED. While CONMED’s recent 7 day and 30 day share price returns of 3.98% and 12.20% suggest short term momentum, the 1 year total shareholder return of a 24.32% decline...
NYSE:KLAR
NYSE:KLARDiversified Financial

Klarna App Growth And New Banking Services Test Path To Profitability

Klarna Group (NYSE:KLAR) is reporting faster global uptake of its app and a broader suite of banking services, including a new debit card, membership tiers, cashback, mobile phone plans, and peer to peer payments. These additions signal a push to build a fuller consumer finance platform beyond its core buy now, pay later product in the period following its IPO. Management is highlighting stronger daily and monthly active usage as this wider feature set rolls out across markets. Klarna...
NYSE:G
NYSE:GProfessional Services

New US Tariffs and Trade Uncertainty Could Be A Game Changer For Genpact’s (G) AI Shift

The Trump administration recently imposed a 15% global tariff for up to 150 days under the Trade Act of 1974, reviving trade policy uncertainty for companies exposed to international supply chains, including Genpact. At the same time, Genpact’s long record of consistent, growing dividends and solid financial health offers a contrasting picture of internal stability amid external trade-policy turbulence. We’ll examine how renewed US global tariffs and the resulting trade uncertainty may...
NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland Cliffs (CLF) Valuation Check After Recent Share Price Weakness And Undervalued Fair Value Estimate

Recent performance snapshot for Cleveland-Cliffs Cleveland-Cliffs (CLF) has drawn fresh attention after a stretch of mixed share performance, with a 1 day gain of 1.9% and 7 day return of 2.3% contrasting with weaker month and past 3 months moves. See our latest analysis for Cleveland-Cliffs. That short burst of buying over the past week sits against a weaker backdrop, with a 30 day share price return of a 23.0% decline and a year to date share price return of a 20.7% decline. The 1 year...
NYSE:MOD
NYSE:MODBuilding

A Look At Modine Manufacturing (MOD) Valuation After Strong Multi Year Shareholder Returns

Recent performance snapshot Modine Manufacturing (MOD) has drawn fresh attention after a recent share price move, with the stock showing mixed short term performance but strong gains over the past year and over the past three months. See our latest analysis for Modine Manufacturing. The latest pullback, with a 1 day share price return of a 2.75% decline from US$230.19, comes after a strong run that includes a 55.02% 30 day share price return and a very large 5 year total shareholder return...
NYSE:EVR
NYSE:EVRCapital Markets

Evercore Adds Asia Private Capital Leader As Shares Trade Below Targets

Evercore (NYSE:EVR) has appointed Ben Hart as Senior Managing Director and Head of Asia Private Capital Advisory. Hart is set to lead the build out of Evercore’s private capital advisory presence across the Asia Pacific region. Evercore, trading at $318.94, has seen a 12.4% decline over the past 30 days and a 9.2% decline year to date, while still reflecting a 31.2% return over the past year and a substantial gain over five years. In that context, bringing in a senior leader focused on Asia...
NYSE:WRB
NYSE:WRBInsurance

Insider Buying and Dividend Policy Could Be A Game Changer For W. R. Berkley (WRB)

Earlier this month, W. R. Berkley Corporation’s board declared a regular quarterly cash dividend of US$0.09 per share, payable on March 4, 2026 to shareholders of record as of February 23, 2026, with the ex-dividend date also set for February 23. At the same time, Mitsui Sumitomo Insurance, already a 10% owner, expanded its stake by about US$35.7 million under a pre-arranged Rule 10b5-1 plan, underscoring strong insider participation alongside the company’s ongoing cash returns to...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Fox Buys Supercast As It Chases Creator Subscriptions And New Revenue

Fox Corporation, ticker NasdaqGS:FOXA, has acquired podcast monetization platform Supercast. The deal brings Fox further into the podcast creator economy by adding subscription and membership tools for audio creators. Supercast is expected to continue operating independently while plugging into Fox's broader digital media ecosystem. For investors tracking NasdaqGS:FOXA, this move comes at a time when the share price stands at $54.12 and the stock has shown mixed performance across...
NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

A Look At Alignment Healthcare’s Valuation As Narrative And DCF Views Diverge

Recent performance snapshot Alignment Healthcare (ALHC) has seen mixed share performance recently, with a 2.7% gain over the past day, a 1.9% decline over the past week, a 15.5% decline over the past month, and a 4.7% gain over the past 3 months. See our latest analysis for Alignment Healthcare. Stepping back, Alignment Healthcare’s short term share price pressure contrasts with a much stronger backdrop, with a 1 year total shareholder return of 52.96% and a 3 year total shareholder return...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

DoorDash Refocuses On Core Markets As Valuation Signals Upside Potential

DoorDash (NasdaqGS:DASH) is exiting Qatar, Singapore, Japan, and Uzbekistan, with operations in these markets being wound down. The company is also closing Deliveroo's Bengaluru engineering hub as part of a broader restructuring of its international footprint. The changes are aimed at concentrating resources in regions where DoorDash sees greater potential to build scale and market leadership. For you as an investor, this is a reminder that NasdaqGS:DASH is still primarily a food delivery...
NYSE:VYX
NYSE:VYXSoftware

Assessing NCR Voyix (VYX) After Restructuring Into A Software And Services Business

If you are looking at NCR Voyix and wondering whether the current share price reflects its real worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock finished its last session at US$9.09, after 7 day, 30 day and 1 year returns of 6.7% decline, 13.4% decline and 22.4% decline, with longer term 3 year and 5 year returns of 42.1% decline and 58.6% decline. Recent headlines around NCR Voyix have stressed its repositioning as a focused software and...
NYSE:TFX
NYSE:TFXMedical Equipment

Teleflex Loss Highlights Tension Between Revenue Growth Dividend And Valuation

Teleflex (NYSE:TFX) reported a significant quarterly net loss alongside strong revenue growth for its latest fourth quarter. The company also declared a quarterly cash dividend, with the board choosing to maintain shareholder payouts despite the loss. This combination of higher revenue, a substantial loss, and a confirmed dividend is drawing attention to Teleflex's financial priorities and capital use. Teleflex is a medical technology company that supplies devices for critical care,...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Is Shopify (SHOP) Pricing Reflect Growth After Recent AI Tools And Fulfillment Partnerships?

If you are trying to figure out whether Shopify is a bargain or already priced for perfection, it helps to start by grounding the share price in a clear view of value. Shopify shares last closed at US$120.31, with returns of a 2.8% decline over 7 days, a 12.5% decline over 30 days, a 23.5% decline year to date and an 8.6% decline over the past year, while the 3-year return is very large and the 5-year return sits at 4.7%. Recent news coverage has largely focused on Shopify's role as a key...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

Assessing ACM Research (ACMR) Valuation After Strong Recent Share Price Momentum

Why ACM Research is on investors’ radar ACM Research (ACMR) has been drawing attention after a period of strong share price moves, with recent returns over the month, past 3 months and year inviting closer scrutiny from investors. See our latest analysis for ACM Research. That recent momentum is hard to miss, with a 30 day share price return of 33.91% and a 90 day move of 108.31%, sitting on top of a very strong three year total shareholder return. At the latest share price of $68.47, the...
NasdaqGS:PRDO
NasdaqGS:PRDOConsumer Services

How Investors May Respond To Perdoceo Education (PRDO) Earnings Beat, Dividend Hike And 2026 EPS Guidance

Perdoceo Education Corporation recently reported its fourth quarter and full-year 2025 results, with revenue rising to US$211.64 million for the quarter and US$846.10 million for the year, alongside higher net income and earnings per share, while also declaring a US$0.15 quarterly dividend payable in March 2026. The company also issued earnings guidance for the first quarter and full year 2026 that points to higher operating income and diluted EPS ranges, giving investors clearer visibility...