U.S. Hospitality Stock News

If you are wondering whether Lumentum Holdings is still reasonably priced after its big run, this article walks through what the current share price might be implying about value. The stock recently closed at US$562.74, with returns of 1.9% over 7 days, 73.6% over 30 days and 45.7% year to date. The 1 year and 3 year returns are very large and the 5 year return is also very strong. Recent coverage has focused on Lumentum as a key name in optical and photonics technology, with investors...

On February 9, 2026, Expand Energy Corporation announced that Chairman Michael Wichterich would become interim CEO following Nick Dell’Osso’s departure, while also confirming plans to shift its corporate headquarters from Oklahoma City to Houston later in the year. This combination of a leadership handover to a highly experienced Permian Basin operator and a relocation to Houston’s energy hub signals a meaningful shift in how Expand Energy intends to align with industry partners and...

Why Photronics Earnings Are Drawing Fresh Investor Attention Photronics (PLAB) recently released quarterly results that highlighted steady revenue growth from foundry, logic, and high-end display customers, while pairing that with cautious guidance around inventory digestion and new technology ramp timing. See our latest analysis for Photronics. That mixed earnings message is landing against a backdrop of strong momentum, with the share price at $38.80 and a 90 day share price return of...

Dollar General (DG) is drawing fresh attention after announcing plans for about 4,730 real estate projects in fiscal 2026, alongside an expanded delivery push and growing interest from technical traders. See our latest analysis for Dollar General. The recent real estate expansion plans and delivery push come on top of a sharp run in the shares, with a 90 day share price return of 49.14% and a 1 year total shareholder return of 116.69%. However, the 3 year and 5 year total shareholder returns...

Qualys (QLYS) recently reported fourth quarter and full year 2025 results that met revenue expectations while delivering higher non GAAP profitability, highlighting its AI powered risk management platform and growing partner led sales efforts for investors. See our latest analysis for Qualys. Despite the earnings beat on profitability and the expanded US$1.6b buyback plan, Qualys’ recent momentum has cooled. The 30 day share price return of 22.04% and the 1 year total shareholder return of...

Dana Incorporated has appointed Byron Foster as CEO and President, with board membership already effective, while also lifting its quarterly dividend to US$0.12 and expanding its share repurchase authorization to US$2.00 billion through 2030. The combination of an internally sourced leadership transition, a 20% dividend increase, and a materially larger, longer-dated buyback program underscores Dana's focus on shareholder returns and governance continuity. Next, we'll examine how the...

Hamilton Lane stock reaction and recent performance context Hamilton Lane (HLNE) has been on investors’ radar after recent share price pressure, with the stock showing about a 20% decline over the past month and a smaller pullback over the past 3 months. In this context, the company’s reported annual revenue of US$763.4 million and net income of US$233.5 million give investors concrete numbers to weigh against the recent share performance and sentiment shifts. See our latest analysis for...

Why Archrock Is On Investors’ Radar Archrock (AROC) has been catching attention after a strong recent run, with its share price up 2.8% over the past day, 1.9% over the past week, and 23.4% over the past month. See our latest analysis for Archrock. That recent 30 day share price return of 23.4% sits on top of a 90 day share price return of 40.4%, while the 3 year total shareholder return above 2x suggests momentum has been building over a longer period. If Archrock’s move has you looking at...

Viking Therapeutics (NasdaqCM:VKTX) is advancing its lead obesity therapy VK2735 through rapidly progressing Phase 3 trials. The company is running late stage studies for both subcutaneous and planned oral formulations of VK2735. Viking is preparing an IND filing for a new amylin agonist candidate to broaden its obesity treatment pipeline. A recently signed manufacturing agreement and the appointment of a Chief Commercial Officer point to preparation for potential commercialization. Viking...

Why MACOM’s latest results caught the market’s attention MACOM Technology Solutions Holdings (MTSI) kicked off fiscal 2026 with first quarter results that turned a prior year loss into profit, alongside firm demand in data center products and a higher revenue outlook. See our latest analysis for MACOM Technology Solutions Holdings. The earnings beat and higher revenue guidance arrived alongside strong momentum in the shares, with a 10.64% 1 month share price return and a 52.76% 3 month share...

In early February 2026, Simon Property Group announced a transformational redevelopment of the former Neiman Marcus space at Boston’s Copley Place, adding high-end international luxury retailers and dining concepts such as Casa Tua Cucina and Estiatorio Milos, with construction slated to begin later this year and phased openings starting in 2028. This extensive repositioning of a prime urban asset highlights Simon’s focus on experience-led, luxury destinations that may influence how...

SiTime (NasdaqGM:SITM) is reported to be in advanced talks to acquire the timing unit of Renesas Electronics Corporation. The potential deal would be the largest acquisition in SiTime’s history and would expand its presence in precision timing products. The transaction, if completed, would combine SiTime’s MEMS timing portfolio with a broad range of established timing solutions from Renesas. SiTime focuses on MEMS based precision timing solutions that sit at the heart of electronics used in...

IMAX has already held early access IMAX 70mm screenings of “Project Hail Mary” across select theatres in the US, Canada, and the UK, with the film specially formatted as Filmed For IMAX® to enhance sound and picture quality ahead of its March 20 release. This emphasis on premium 70mm and Filmed For IMAX® presentations underlines IMAX’s push to deepen its role in high-end theatrical experiences and filmmaker collaborations. We’ll now examine how this push into Filmed For IMAX® 70mm event...

GXO Logistics (NYSE:GXO) has secured a major contract with BMW Group to manage operations at the Swindon plant in the UK. The company will oversee logistics and supply chain activities at the site, with a focus on automation and process efficiency. GXO has also formed a Defense Advisory Board made up of senior military and industry figures. The board is intended to support GXO’s growth plans in aerospace and defense logistics. For you as an investor, these moves highlight how GXO Logistics...

Q2 Holdings, Inc. reported past fourth-quarter 2025 revenue of US$208.22 million and net income of US$20.44 million, alongside full-year 2025 revenue of US$794.81 million and net income of US$52.01 million, and issued 2026 guidance calling for total revenue between US$871.0 million and US$878.0 million. The company paired this profit turnaround and double-digit guided revenue growth with record bookings, increasing subscription mix, and a completed US$5 million share repurchase, underscoring...

If you are wondering whether Bancorp's current share price reflects its true worth, this article is going to focus squarely on what the numbers say about value. The stock last closed at US$58.57, after a 5.6% decline over the past week, a 15.9% decline over the last month, a 13.4% decline year to date, but a 57.6% return over three years and a 186.4% return over five years. Recent moves in the share price sit against a backdrop of ongoing attention on regional banks, including Bancorp, as...

Wondering if Virtu Financial at around US$38.34 is offering genuine value or if the easy money has already been made? This article walks through what the current price really implies. The stock has been relatively steady over the last week with a 0.5% decline. The return over 30 days is 3.9%, year to date is 17.6%, 1 year is 6.9%, and the 3 year and 5 year returns sit at 112.4% and 65.4% respectively. Recent attention on Virtu Financial has focused on its role as a major market maker and...

If you are wondering whether Reddit's share price matches its underlying worth, you are not alone. This article is designed to help you size up what you are really paying for. Reddit last closed at US$139.65, with returns of 0.1% over 7 days, a 39.5% decline over 30 days, a 42.3% decline year to date, and a 28.9% decline over the past year, which raises fair questions about how the market currently views its prospects and risks. Recent headlines have focused on Reddit as a freshly listed...

Why Ambarella’s Upcoming Earnings and Embedded World Presence Matter Investors are watching Ambarella (AMBA) ahead of its fiscal Q4 earnings on 26 February 2026, as the company prepares to showcase its edge AI system on chips and tools at Embedded World 2026 in March. Together, the earnings update and the Embedded World exhibit give you two closely timed checkpoints: one around current financial execution and margins, and another around how Ambarella is positioning its AI portfolio and...

Adams Diversified Equity Fund (ADX) has given shareholders two fresh updates, appointing educational technology and AI specialist Dr. Steven G. Chambers as an independent director and declaring a new distribution from the fund. See our latest analysis for Adams Diversified Equity Fund. At a share price of US$23.27, Adams Diversified Equity Fund has seen relatively steady near term share price returns, while its 1 year, 3 year and 5 year total shareholder returns above 20%, 100% and 110%...

PENGUIN Solutions, Inc. recently completed its 2026 Annual Meeting of Stockholders and confirmed a leadership handover, with long-time CEO Mark Adams retiring and technology veteran Kash Shaikh assuming the role of President, Chief Executive Officer, principal executive officer and director on February 2, 2026, while Adams stays on as an advisor for nine months. Shaikh’s arrival, backed by more than three decades across enterprise software, SaaS, AI infrastructure and cybersecurity,...

Atlas Energy Solutions Inc. recently disclosed that director Stacy Hock will not stand for reelection at the 2026 Annual Meeting, though she will continue serving on the Board and its key committees until her current term expires. Separately, Signia Capital Management’s new position in Atlas Energy Solutions has drawn fresh institutional attention to the company’s frac sand and logistics-focused business model. We’ll now examine how Signia Capital Management’s newly disclosed position could...

Carvana (CVNA) has been drawing attention after recent share price volatility, including a 23% decline over the past month. This has prompted investors to reassess how its current valuation lines up with its underlying business performance. See our latest analysis for Carvana. Over the past year, Carvana’s total shareholder return of 20.17% contrasts with recent share price pressure, including a 22.62% 30 day share price decline and a softer 6.11% 90 day share price return. This suggests...

GDS Holdings (GDS) is back in focus after DayOne Data Centers, which it backs, lined up banks for a potential U.S. IPO targeting up to a US$20b valuation alongside a Series C round above US$2b. See our latest analysis for GDS Holdings. The DayOne IPO plans and recent Series C funding arrive after a sharp 90 day share price return of 57.14% and a 30 day share price return of 13.43%, while the 3 year total shareholder return of 119.83% contrasts with a 5 year total shareholder return of a...