U.S. Hospitality Stock News

Option Care Health recently outlined its strategic plans at the Jefferies London Healthcare Conference, responding to a US$60 million to US$70 million anticipated revenue headwind in 2025 from Stelara biosimilar discount adjustments, while raising its full-year outlook and forecasting growth in key financial metrics for 2026. Despite addressing near-term revenue challenges, the company's continued expansion of its advanced practitioner model and commitment to share buybacks signal a focus on...

Wondering if Valero Energy is trading at a bargain or if it has already hit its stride? Let’s break down what’s happening and see if the numbers back up your instincts. Despite a dip of 2.8% over the past week, the stock powered up 8.3% in the last month and has returned an impressive 38.7% since the start of the year. Recent attention has zeroed in on Valero as the company benefitted from favorable fuel margins and continued growth in refining demand. Industry headlines also highlight...

Earlier in November 2025, Old Dominion Freight Line reported maintaining strong operational performance despite a persistent decline in freight volumes, highlighted by a 20% cut in capital spending and continued pricing discipline. The company sustained industry-leading service levels, including 99% on-time performance and a very low cargo claims ratio, signaling resilience even as tonnage fell by 9%. We’ll examine how Old Dominion’s focus on operational efficiency and cost discipline could...

Wondering if Johnson & Johnson’s stock could actually be worth more than what the market is pricing in? You’re not alone. Today we’ll take a friendly but forensic look at how much value is hiding under the surface. The share price has climbed an impressive 4.0% in just the past week and 5.8% over the last month. This hints at renewed optimism in the company’s growth story or perhaps a shift in how investors see its risk profile. Recent headlines have focused on Johnson & Johnson’s strategic...

BankUnited, Inc. announced the appointment of James G. Mackey as chief financial officer effective November 10, 2025, with former CFO Leslie N. Lunak transitioning to an executive advisor role through January 2026. This leadership change brings in new financial oversight at a time when the company is expanding its presence in high-growth markets and diversifying revenue streams. We'll assess how James G. Mackey’s appointment as CFO could influence BankUnited’s financial strategy and...

Oppenheimer recently initiated coverage on NetApp with a 'Perform' rating, introducing a new analyst viewpoint to the company’s profile amid a period of changing evaluations from multiple firms. This coverage highlights how carefully-watched analyst commentary can impact market perspectives and increase institutional focus on NetApp’s future performance. We'll explore how Oppenheimer's new coverage could influence the outlook for NetApp’s growth drivers and competition in the cloud data...

Moderna (MRNA) is taking some bold steps to manage ongoing financial pressures, most recently by securing a $1.5 billion loan and reducing its product development pipeline. Investors are watching how these strategic changes may position the company for long-term stability. See our latest analysis for Moderna. Despite recent headlines around pipeline cuts and new financing, momentum around Moderna’s share price continues to fade. The latest closing price of $22.36 reflects a sharp 18.7%...

CVS Health (CVS) has seen its shares slip slightly over the past week, down around 4%. Investors appear cautious as they weigh recent performance and the stock's potential amid ongoing shifts in the healthcare sector. See our latest analysis for CVS Health. Looking back over the past year, CVS Health’s share price momentum has shifted notably. After a solid run-up year-to-date, recent weeks saw a pullback as investors recalibrate following sector changes and a cooling risk appetite. Still,...

F&G Annuities & Life (FG) has just announced a 14% increase in its quarterly dividend, bumping the payout to $0.25 per share. This move highlights management’s confidence in the company’s financial footing and signals a continued focus on shareholder value. See our latest analysis for F&G Annuities & Life. The recent dividend hike comes after a challenging year for F&G Annuities & Life, with the share price down over 25% year-to-date and the one-year total shareholder return at -33.2%...

Wondering if Ford Motor stock is really a bargain right now? You're not alone, as questions about its true value keep popping up among investors looking for long-term opportunities. Shares have climbed 28.6% year-to-date and 23.4% over the last twelve months. The past week and month have seen slight pullbacks of -6.6% and -1.2% respectively. Recent headlines have spotlighted Ford's ongoing electric vehicle initiatives and partnerships, as well as its bold moves in global markets. These news...

In October 2025, a California Superior Court judge issued a 52-page order rejecting all attempts by Phillips 66 to overturn an US$833 million trade secret misappropriation judgment brought by Propel Fuels Inc., reaffirming the prior verdict and sanctioning Phillips 66 for "reprehensible" conduct surrounding a failed acquisition and use of confidential information. The court's decision allows interest to accrue at a rate of 10% annually, amounting to over US$83 million each year, while...

FB Financial Corporation recently completed a follow-on equity offering, raising approximately US$111.35 million through the sale of 2,162,052 common shares at US$51.50 each in a registered direct transaction. This capital raise expands the company's financial flexibility and signals management's intention to fund future growth initiatives or strengthen the balance sheet. We will examine how this significant equity issuance affects the company's investment narrative, particularly regarding...

Ever wondered if Millrose Properties is actually a bargain right now, or if there’s something hiding under the surface? You’re not alone in wanting to understand whether this stock could offer standout value. After a huge run earlier this year, Millrose has pulled back, dropping 6.4% in the past week and 11.5% over the last month. It still boasts a strong 33.3% gain year-to-date, sparking plenty of conversation about what’s driving these swings. Recent headlines have focused on Millrose’s...

Occidental Petroleum (OXY) recently increased its fourth-quarter production guidance after delivering stronger-than-expected output. However, its latest earnings and revenue came in lower than last year. Investors are tuning in to see what this operational momentum could mean for the stock. See our latest analysis for Occidental Petroleum. Following its upbeat production update, Occidental Petroleum’s share price hasn’t reflected much optimism yet, closing at $41.21 and posting a 1-year total...

Patrick Industries recently announced that its Board of Directors approved an increase in the quarterly cash dividend on common stock from US$0.40 to US$0.47 per share, payable on December 15, 2025, to shareholders of record as of December 1, 2025. This dividend increase, together with a quarterly earnings report that exceeded market expectations, highlights management's expressed confidence in the company’s ability to generate free cash flow and navigate changing market conditions. We'll...

DXC Technology was selected by London's Mayor's Office for Policing and Crime as the Master Vendor to deliver BPO, ERP, and resource management solutions for the Metropolitan Police Service in the UK, with a 7+1+1 year contract aimed at driving internal transformation and digital modernization. The contract underlines DXC’s recognized leadership in digital transformation and AI services for public sector organizations, supported further by recent accolades from industry analysts such as ISG...

Zoom Communications (ZM) shares edged lower this week as investors weighed the company's recent performance alongside muted new developments. With no major news or announcements, many are watching the stock’s valuation and broader tech sector trends. See our latest analysis for Zoom Communications. Zoom’s share price has slipped about 4% over the past month as the initial 2024 momentum faded. This reflects shifting market sentiment about the company’s growth prospects in the context of more...

Firebird, Inc. recently announced it has received U.S. export authorization and is partnering with Dell Technologies and NVIDIA to launch a $500 million investment, developing cutting-edge AI supercomputing infrastructure in Armenia as the project's initial phase. This collaboration is set to position Armenia as a regional leader in AI innovation and highlights Dell’s expanding global role in enabling next-generation AI infrastructure. We'll explore how Dell's major new AI infrastructure...

Belden (BDC) stock is drawing renewed interest following its most recent performance updates, prompting some thoughtful valuation discussions among industry watchers. Investors are paying close attention to where Belden’s fundamentals are trending in the current environment. See our latest analysis for Belden. Belden's latest price action has caught the eye, with the share price closing at $106.34 after a recent pullback. While momentum has cooled somewhat, reflected in a 1-year total...

RLI (RLI) just announced a special $2.00 per share cash dividend, catching the eye of investors looking for shareholder-friendly moves. The news comes along with a planned CFO transition, adding another layer for investors to consider. See our latest analysis for RLI. Shares of RLI have been on a bumpy ride recently, with a 4.5% gain in the past month partially offsetting a tough run. The stock remains down over 21% year-to-date. While the special dividend and upcoming CFO transition created...

Galaxy Digital (NasdaqGS:GLXY) shares have seen some movement this week, and recent trading trends have caught the attention of investors following its performance over the past month. With the stock finishing at $24.03, let’s take a closer look at what is happening. See our latest analysis for Galaxy Digital. Galaxy Digital’s share price has pulled back sharply in the past month, but it is still up 33.1% year-to-date. That said, the stock’s 1-year total return of 40.9% speaks to longer-term...

PDD Holdings Inc. recently reported its third quarter 2025 earnings, with sales reaching CNY 108.28 billion and net income at CNY 29.33 billion, both increases from the prior year’s quarter. While third quarter performance improved, the company’s nine-month net income and earnings per share were lower compared to the same period last year, highlighting contrasts within its operational results. To assess how robust quarterly financials affect PDD’s outlook, we’ll examine what the latest...

In recent weeks, multiple analysts upgraded Deckers Outdoor's outlook, citing renewed confidence in the company's fundamentals, while management outlined new strategies to better manage product cycles and capitalize on strong brand momentum from HOKA and UGG. Despite having experienced several weaker quarters, Deckers consistently exceeded revenue and earnings estimates, with improved management approaches and continued brand strength contributing to optimistic analyst sentiment towards its...

Viper Energy Partners LP recently completed the sale of its non-core assets outside the Permian Basin to accelerate debt reduction and focus on its highest-quality holdings. This move reflects an emphasis on sustainable shareholder returns, highlighted by a capital return per share that exceeded analyst expectations and newly increased distribution targets. We'll explore how the shift to concentrate on Permian Basin assets and enhanced distributions may shape Viper Energy's future...