U.S. Hospitality Stock News

Why this new colon cancer study matters for Guardant Health (GH) Guardant Health (GH) is back in focus after publishing, with Mayo Clinic and the Alliance for Clinical Trials in Oncology, the largest study so far using its Guardant Reveal blood test in resected stage III colon cancer. The Journal of Clinical Oncology paper reports that Guardant Reveal detected circulating tumor DNA in about 20% of more than 2,000 patients after surgery, identifying a group with a four to six times higher rate...

Smurfit Westrock plc recently declared a quarterly dividend of US$0.4523 per ordinary share, payable on March 18, 2026 to shareholders of record on February 17, 2026, while also updating investors that its issued share capital stands at 522,400,578 ordinary shares with full voting rights and announcing progress on Net Zero transition planning for its European recycled paper mills. Against this backdrop, attention is turning to the company’s upcoming February 11 earnings release, where mixed...

In early February 2026, Teradyne reported fourth-quarter 2025 earnings showing sales rising to US$1.08 billion and net income improving to US$257.22 million, while also issuing strong first-quarter 2026 guidance tied to accelerating AI-related demand in semiconductor testing. Alongside this, Teradyne and MultiLane agreed to form the MultiLane Test Products joint venture to develop high-speed test solutions for AI data center equipment, underscoring how AI infrastructure needs are reshaping...

Why Prosperity Bancshares (PB) is back in focus Prosperity Bancshares (PB) landed back on investors’ radar after its latest quarterly results, where higher net interest income and earnings coincided with rising net charge-offs and growing concern around credit quality. The market reaction has been shaped by a mix of positives, such as deposit growth and cost control, and pressure points including increased nonperforming assets and softer loan balances that raised fresh questions about...

Nordson (NDSN) is back on investors’ radar after management issued a positive sales and earnings outlook for fiscal 2026, along with a new US$1.2b credit facility and continued dividend growth signals. See our latest analysis for Nordson. Those stronger earnings, the fiscal 2026 outlook and the new US$1.2b credit facility have come alongside a clear pickup in momentum, with an 11.09% 1 month share price return, 23.60% 3 month share price return and a 37.33% 1 year total shareholder return...

Construction Partners, Inc. reported first‑quarter fiscal 2026 results on February 5, 2026, with revenue rising to US$809.47 million and net income improving to US$17.21 million, and it raised full‑year guidance to revenue of about US$3.48–3.56 billion and net income of US$154.0–158.0 million. Beyond the headline beat, the company’s record multi‑billion‑dollar backlog and recent Houston and Daytona Beach acquisitions expanded its footprint in key Sunbelt infrastructure markets. We’ll now...

Why FirstSun Capital Bancorp (FSUN) Is Back on Investors’ Radar FirstSun Capital Bancorp (FSUN) is drawing fresh attention after reporting full year 2025 results that paired higher net interest income and net income with a fourth quarter net charge off of US$5,024,000. For investors, this mix of stronger headline earnings and a clearly quantified credit cost creates a clearer starting point to assess how the bank is managing growth, risk, and capital allocation at the current share price. See...

Pinnacle Financial Partners recently announced that its board approved a US$0.50 per-share cash dividend for common shareholders, along with declared dividends on its Series A, B and C preferred stock, all payable in early 2026 to holders of record on specified February and March dates. This combination of common and preferred dividend declarations underscores the firm’s current capital-return posture and its willingness to distribute cash across its capital structure. We’ll now examine how...

Stock performance snapshot and recent context Blackbaud (BLKB) has been under pressure recently, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. This may prompt some investors to reassess expectations. See our latest analysis for Blackbaud. At a share price of US$47.48, Blackbaud has seen pressure build over time, with a 30 day share price return of 23.68% and a 1 year total shareholder return of 39.17%. This suggests that...

Why Madison Square Garden Sports is in focus now Madison Square Garden Sports (MSGS) is back on investors’ radar after its latest quarterly earnings showed higher in-game revenues across ticketing, suites, sponsorship, and merchandise, supported by increased national media rights fees under new NBA deals. The company also highlighted benefits from updated local media agreements and team rosters. Management pointed to what it views as strong fundamentals and demand, which has helped draw fresh...

Q2 earnings outperformance puts MSGE in focus Madison Square Garden Entertainment (MSGE) has moved onto more investor watchlists after its latest quarterly results, where revenue, net income and earnings per share all came in above analyst expectations. See our latest analysis for Madison Square Garden Entertainment. The stronger than expected Q2 numbers sit alongside a solid recent run in the shares, with a 30 day share price return of 10.62% and a 90 day share price return of 23.50%. Over...

Why CME Group’s latest earnings matter for shareholders CME Group (CME) just released fourth quarter and full year 2025 results, giving you fresh numbers on how the futures exchange operator is performing and where its growth engines currently sit. The company reported fourth quarter revenue of US$1,648.7 million and net income of US$1,182.9 million, with diluted earnings per share from continuing operations of US$3.24. For the full year, revenue was US$6,520.6 million and net income reached...

Huntington Ingalls Industries (NYSE:HII) completed successful builder’s sea trials for the John F. Kennedy (CVN 79), its second Ford class aircraft carrier. The milestone marks a key step in moving CVN 79 closer to delivery and operational readiness for the U.S. Navy. The trials tested core ship systems at sea, highlighting progress in HII’s nuclear powered carrier program. For investors tracking defense contractors, this progress comes with HII shares trading around $397.77. The company...

Mondelez International (MDLZ) has put investors in reassessment mode after reporting Q4 results that beat expectations while guiding for 2026 organic net revenue growth of flat to 2%, citing cocoa volatility and cost pressures. See our latest analysis for Mondelez International. The latest earnings update and 2026 guidance arrive after a solid 11.87% year to date share price return and an 8.95% 1 month share price gain. At the same time, the 1 year total shareholder return of 5.93% and...

Cullen/Frost Bankers recently reported fourth-quarter and full-year 2025 results showing higher net interest income and net income year over year, alongside board approval of continued common and preferred dividends and a new US$300 million share repurchase program. The company also refreshed its board with the addition of experienced executives Marsha M. Shields and Jeff Rummel, while highlighting Texas-focused branch expansion, strong organic customer growth, and historically high levels...

Why Henry Schein Is Back on Investors’ Radar Henry Schein (HSIC) has drawn fresh attention after a stretch of mixed share performance, with modest gains over the past month and past 3 months prompting investors to reassess the stock’s current pricing. See our latest analysis for Henry Schein. At a share price of US$79.72, Henry Schein has recently seen stronger short term momentum, with a 1 day share price return of 3.53% and a 90 day share price return of 9.21%, while the 1 year total...

Tradeweb Markets (NasdaqGS:TW) has introduced fully electronic multi-asset package trading for USD-denominated swaps. The new workflow lets clients execute interest rate swaps and bonds together in a single electronic trade. This rollout extends Tradeweb's existing electronic trading capabilities across fixed income and derivatives. Tradeweb Markets, trading at $112.13, sits at the center of electronic fixed-income and derivatives trading, and this latest product builds on that role. The...

Fourth quarter earnings and dividend move draw investor focus Arthur J. Gallagher (AJG) is back in the spotlight after fourth quarter 2025 earnings showed higher revenue alongside lower quarterly net income and diluted EPS, paired with a fresh increase to its quarterly dividend. See our latest analysis for Arthur J. Gallagher. At a share price of $241.58, Arthur J. Gallagher has seen a 1 month share price return of an 8.70% decline and a 1 year total shareholder return of a 24.40% decline...

Sirius XM Holdings (SIRI) surprised investors with better than expected fourth quarter results, featuring record free cash flow, strong podcast revenue, a second consecutive quarter of self pay subscriber gains, and a record low churn rate. See our latest analysis for Sirius XM Holdings. Those results came after a sharp 9% to 10% jump on the earnings headline and a later 4.1% daily share price pullback. This reflected investors balancing improved cash generation against softer guidance and...

Simply Good Foods (SMPL) is back in focus after Joe Scalzo returned as CEO and joined the board, following Geoff Tanner’s departure. Investors are watching how this leadership change shapes priorities across Atkins, Quest and OWYN. See our latest analysis for Simply Good Foods. Despite the leadership reset and new incentive plans, Simply Good Foods’ 1 month share price return of a 19.0% decline and 1 year total shareholder return of a 53.0% decline point to fading momentum, even after recent...

Why Fair Isaac (FICO) Is On Investors’ Radar Today Fair Isaac (FICO) is drawing attention after recent share price moves, with the stock last closing at US$1,391 and showing weak returns over the past month and past 3 months. See our latest analysis for Fair Isaac. That recent 2.48% 1 day share price gain comes after a tougher stretch, with the 30 day share price return of 16.48% and year to date share price return of 15.35% both pointing to fading short term momentum. This is even as the 3...

Amdocs (DOX) is back in the spotlight after issuing softer full year 2026 guidance, pairing it with a planned CEO transition and fresh customer and product updates that leave investors weighing execution risk more carefully. See our latest analysis for Amdocs. The recent guidance cut and CEO succession announcement have been accompanied by weaker momentum, with a 7 day share price return of 10.5% and a 90 day share price return of 14.21%. This has contributed to a 1 year total shareholder...

Wavytalk’s debut on Ulta.com gives Ulta Beauty (ULTA) a fresh set of professional styling tools and haircare to feature online, highlighting how product partnerships can shape the stock’s appeal for beauty focused investors. See our latest analysis for Ulta Beauty. These product additions come as Ulta Beauty’s share price sits at $690.37, with a 90 day share price return of 33.65% and a 1 year total shareholder return of 84.20%. Some investors may view this as recent momentum that they...

Lumen Technologies (LUMN) is back in focus after CEO Kate Johnson bought roughly US$500,000 of stock following a post earnings sell off, alongside an earnings beat and a major asset sale to AT&T. See our latest analysis for Lumen Technologies. At a share price of US$8.06, Lumen’s 29.4% 1 day share price return stands out against a weaker 90 day share price return of 23.2%. The 1 year total shareholder return of 61.5% and 3 year total shareholder return of just over 2x suggest longer term...