U.S. Hospitality Stock News

In early February 2026, Fortinet reported full-year 2025 results showing revenue of US$6,799.6 million and net income of US$1,853.4 million, alongside new 2026 revenue guidance of US$7,500–7,700 million and an expanded share repurchase authorization to US$10.25 billion. Beyond the headline earnings and buyback, Fortinet’s AI-enhanced FortiSIEM upgrade underscores how product innovation is becoming central to its cybersecurity platform appeal. We’ll now examine how Fortinet’s upbeat 2026...

Pony.ai, in partnership with Toyota Motor China and GAC Toyota, has started mass production and commercial rollout of the bZ4X Robotaxi fleet in major Chinese cities. The company is moving from pilot programs to scaled robotaxi operations using Toyota's bZ4X electric vehicle platform. Pony.ai, listed as NasdaqGS:PONY, has become the first robotaxi company to be included in the MSCI China Index. The MSCI China Index inclusion signals growing institutional attention on Pony.ai within global...

In early February 2026, Azenta, Inc. reported first-quarter revenue of US$148.64 million with a wider net loss of US$15.43 million, reiterated full-year 2026 organic revenue growth guidance of 3% to 5%, and disclosed no repurchases under its recently authorized buyback. Days later, Azenta revealed a new partnership with Frontier Space to test its FluidX 0.26mL tubes on the EGGS-2 microgravity mission, extending its sample-management technologies into space-based life sciences research and...

Vertiv Holdings Co (NYSE:VRT) reported record fourth quarter results, supported by strong demand tied to AI and data center projects. The company highlighted a record US$15b order backlog and a large rise in organic orders tied to AI-centric infrastructure. Vertiv is expanding production capacity and working on liquid cooling and prefabricated AI data center systems as part of its growth plans. Management issued what it described as strong forward-looking guidance, reflecting expectations...

Vital Farms (VITL) is back on investor radars after reporting a 37.2% year-over-year rise in quarterly revenue, sharply higher earnings per share, and valuation grades suggesting a discount, despite slightly lower consensus earnings estimates. See our latest analysis for Vital Farms. That backdrop helps explain recent trading, with the share price at US$28.41 after a 2.53% 1 day share price return and 5.81% 7 day share price return, even as the 1 year total shareholder return sits at an...

In recent days, Energy Transfer outlined plans for US$5.0 billion to US$5.5 billion of 2026 capital spending and projected high single-digit adjusted EBITDA growth, while analysts raised near-term earnings and revenue estimates ahead of its now-past February 17 fourth-quarter results. This combination of sizable growth investment and more optimistic analyst forecasts highlights how Energy Transfer’s fee-based midstream model underpins expectations for stronger future cash generation. With...

In early February 2026, ACADIA Pharmaceuticals reported that the EMA’s CHMP issued a negative trend vote on its Marketing Authorization Application for trofinetide (DAYBUE) in Rett syndrome, and the company now plans to formally seek a re-examination under EU procedures. This setback highlights the regulatory hurdles ACADIA faces in bringing DAYBUE to European patients, even as it is already commercialized elsewhere for Rett syndrome. We’ll now examine how the CHMP’s negative trend vote and...

In its most recent quarter ended December 31, 2025, STERIS plc reported higher sales of US$1,496.2 million and net income of US$192.9 million, alongside completing a US$350.6 million share repurchase program totaling 1,507,158 shares since May 2023. The combination of rising earnings per share and ongoing margin pressure from tariffs and inflation highlights a tension between growth in profitability metrics and the cost environment facing STERIS. We’ll now examine how STERIS’s margin...

Phillips 66 (NYSE:PSX) reports record operational performance in 2025, including high natural gas transportation and fractionation volumes. The company completes a major portfolio shift in 2025, selling its European retail business and acquiring the remaining interest in WRB. Midstream assets see further buildout, while refining operations are reported as improved during this period. For you as an investor, 2025 marks a clear turning point in how Phillips 66 (NYSE:PSX) is set up across...

If you are wondering whether Deckers Outdoor is priced attractively right now, the next sections will walk through what the current share price could imply about its underlying value. The stock has been relatively steady over the last 7 days at 0.2%, after a 14.1% move over 30 days, an 8.4% return year to date, a 25.4% decline over 1 year, and gains of 71.3% and 109.7% over 3 and 5 years respectively. These mixed returns set the backdrop for our valuation review, as longer term gains sit...

NextEra Energy (NYSE:NEE) received PJM board approval for a 220 mile, 765 kV transmission line developed with Exelon, aimed at expanding grid capacity and reliability across multiple regions. The company also signed a memorandum of understanding with Xcel Energy to deliver power to large load customers, including data centers with rapidly rising electricity needs. These moves target growing demand for dependable, large scale power and position NextEra Energy as a key player in supporting new...

Pulmovant, a Roivant company, has completed patient enrollment ahead of schedule in the Phase 2 PHocus trial of mosliciguat in pulmonary hypertension associated with interstitial lung disease (PH-ILD). Roivant Sciences (NasdaqGS:ROIV) has reported new positive Phase 2 data for brepocitinib in cutaneous sarcoidosis. Both updates reflect ongoing clinical activity in areas of high unmet medical need across Roivant’s pipeline. Roivant Sciences, traded as NasdaqGS:ROIV, focuses on developing and...

Dell Technologies (DELL) is sitting at an interesting crossroads, with record interest in its AI server products alongside pressure from a global memory chip shortage and cautious margin commentary ahead of upcoming earnings. See our latest analysis for Dell Technologies. Recent news has swung between optimism around Dell Technologies' record AI server demand and caution on margins as memory costs rise. The share price reflects that mix, with a 4.1% gain in the last session contrasting with a...

Millrose Properties stock moves on improving fundamentals Millrose Properties (MRP) has drawn fresh attention after recent share price gains, with the stock up 1.7% in the past day and about 5% over the past month. That interest comes as Millrose reports annual revenue of US$410.96m and net income of US$216.783m, implying a business that currently converts a meaningful share of its top line into profit. See our latest analysis for Millrose Properties. At the current share price of US$31.97,...

If you are wondering whether eBay’s current share price still offers value, you are not alone. This article focuses squarely on what the numbers say about where the stock stands today. After reaching a recent close of US$82.38, the stock has seen a 4.8% decline over 7 days and a 12.8% decline over 30 days, even though the 1 year and 3 year returns sit at 19.7% and 80.9% respectively. These moves come as eBay continues to feature in ongoing discussions about the role of established...

Citizens Financial Group, NYSE:CFG, is expanding its Private Bank and Private Wealth offerings to target more high net worth clients. The company is pairing this expansion with a substantial share buyback program, signaling a focus on returning capital to shareholders. These moves highlight a push toward higher fee income and a refined capital allocation approach that has not yet been widely discussed. Citizens Financial Group enters this phase with its shares at $65.1 and a value score of...

If you are looking at PC Connection and wondering whether the current share price reflects its true worth, this article walks through what the numbers are really saying about value. The stock trades at US$63.82, with returns of 9.8% over 30 days, 12.2% year to date, a 6.0% decline over 7 days, and mixed longer term results including a 1.9% decline over 1 year, 49.9% over 3 years, and 27.2% over 5 years. These figures can shift how investors think about both opportunity and risk. Recent...

Constellation Brands (STZ) is drawing fresh attention after announcing a CEO handover, with board member Nicholas Fink set to replace Bill Newlands as President and Chief Executive Officer on April 13, 2026. See our latest analysis for Constellation Brands. The CEO announcement has come alongside a sharp shift in sentiment, with an 8.04% one day share price return decline and a 9.15% seven day share price return decline, even though the 90 day share price return is 15.59% and the one year...

PJT Partners (PJT) has been drawing attention after a mixed run in its share price, with a small 1 day gain contrasting with weaker moves over the past month and past 3 months. Investors are reassessing what current pricing implies. See our latest analysis for PJT Partners. That small 1 day share price gain sits against a weaker patch, including a 30 day share price return of 13.89% and a year to date share price return of 9.02%. However, the 3 year total shareholder return of 94.41% and 5...

What Daqo New Energy’s Recent Performance Signals for Investors Daqo New Energy (DQ) has caught investor attention after a mixed run, with a 4.8% gain over the past week contrasting with weaker moves over the month and past 3 months. The stock’s year to date return of 16.1% and 1 year total return of 15.0% sit alongside a longer 3 year total return decline of 40.9% and 5 year total return decline of 76.3%, highlighting how timing has mattered for shareholders. See our latest analysis for Daqo...

PTC (PTC) is back in focus after a stronger than expected quarter, higher full year guidance, and a fresh FlexPLM client win that together highlight current demand for its product lifecycle software. See our latest analysis for PTC. PTC shares have bounced in the very short term, with a 1 day share price return of 3.97% after earnings and fresh client wins. However, the 90 day share price return of 12.72% and 1 year total shareholder return of 8.38% show that recent momentum has cooled...

Recent share performance and business profile HubSpot (HUBS) has caught investor attention after a sharp pullback, with the stock showing negative returns over the month, past 3 months, year to date, and past year, despite positive annual revenue and net income growth. The company generated US$3,131.266m in revenue and US$45.911m in net income. This reflects a business that is currently profitable while continuing to invest in its cloud-based customer relationship management platform across...

Conference appearance puts Appian in focus Appian (APPN) is drawing fresh attention ahead of its February 10 presentation at the WEST Conference 2026 in San Diego, as investors watch for commentary on product direction and customer engagement. See our latest analysis for Appian. That interest comes after a tough stretch for the stock, with a 1 day share price return of 2.19% offering a brief rebound against a 30 day share price return of 24.89%. The 1 year total shareholder return of 27.74%...

Banco Latinoamericano de Comercio Exterior S. A. (NYSE:BLX) has reported another solid quarter, with Q3 FY 2025 revenue of US$76.3 million and basic EPS of US$1.48, supported by a trailing twelve month EPS of US$6.00 on revenue of US$308.4 million. The company has seen revenue move from US$271.0 million to US$308.4 million over the trailing twelve months, while net income excluding extra items has increased from US$193.5 million to US$222.4 million. This positions investors to focus on how...