U.S. Hospitality Stock News

NYSE:SFL
NYSE:SFLOil and Gas

Assessing SFL (SFL) Valuation After Recent Share Gains And Conflicting Fair Value Signals

Event context and recent share performance SFL (NYSE:SFL) has recently attracted attention after its shares closed at US$10.26, with the move coming alongside a period where the stock has logged gains over the past week and month. See our latest analysis for SFL. That recent move to US$10.26 comes after a strong run, with a 30.04% year to date share price return and a 16.67% total shareholder return over the past year. This suggests momentum has been building rather than fading. If this...
NYSE:BX
NYSE:BXCapital Markets

Blackstone Expands Into Waste And AI Infrastructure As Shares Lag Targets

Blackstone (NYSE:BX) has agreed to acquire Spain based waste management group Urbaser alongside EQT, extending its reach in essential environmental services. The firm is also committing multi billion dollar private credit financing, together with Coatue Capital, to Firmus Technologies to support AI enabled data centers. These deals come as Blackstone trades at $129.77, with a value score of 2 and a mixed return profile, including a 50.8% gain over three years and 120.9% over five years, set...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing (BA) Valuation Check After Recent Share Price Gains And Conflicting Fair Value Estimates

Boeing stock overview after recent moves Boeing (BA) has stayed in focus after recent trading moves, with the share price at $239.35. For investors, the latest returns and earnings profile are a starting point for reassessing expectations. See our latest analysis for Boeing. Recent trading has been mixed, with a 1 day share price return of 1.31% and a 90 day share price return of 23.05%. The 1 year total shareholder return of 29.07% reflects stronger longer term momentum. If Boeing's move has...
NYSE:KMI
NYSE:KMIOil and Gas

Stronger Q4 And Expanding US$10 Billion Backlog Could Be A Game Changer For Kinder Morgan (KMI)

In early February 2026, Kinder Morgan reported a strong fourth quarter that exceeded market expectations, reduced its net debt, gained credit rating upgrades, and drew analyst upgrades from Freedom Capital Markets. At the same time, the company’s sanctioned project backlog expanded to about US$10.00 billion, with a further US$10.00 billion in projects under consideration, highlighting a growing pipeline of future infrastructure work. We’ll now examine how Kinder Morgan’s stronger balance...
NYSE:HASI
NYSE:HASIDiversified Financial

How HASI’s Profit-to-Loss Swing Amid Rising Revenue Will Impact HA Sustainable Infrastructure Capital Investors

HA Sustainable Infrastructure Capital, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$114.81 million but swinging from net income of US$70.09 million a year earlier to a net loss of US$53.77 million, and basic earnings moving from US$0.59 per share to a basic loss of US$0.43 per share. For 2025 as a whole, the company modestly increased revenue to US$400.50 million, yet full-year net income and earnings per share from continuing operations declined compared with...
NYSE:NOC
NYSE:NOCAerospace & Defense

Assessing Northrop Grumman (NOC) Valuation After Strong Q4 Beat And More Cautious 2026 Guidance

Dividend affirmation alongside cautious earnings outlook Northrop Grumman (NOC) recently affirmed a quarterly dividend of $2.31 per share, payable on March 11, 2026. The decision arrived shortly after a quarter where profit and sales topped expectations, but guidance pointed to more measured progress. See our latest analysis for Northrop Grumman. The earnings beat and record backlog helped support a 24.56% 3 month share price return and 11.12% 1 month share price return. The 1 year total...
NYSE:HHH
NYSE:HHHReal Estate

Assessing Howard Hughes Holdings (HHH) Valuation After US$1b Senior Unsecured Note Offerings

What the new bond deals mean for Howard Hughes Holdings stock Howard Hughes Holdings (HHH) has just completed two senior unsecured note offerings totaling US$1b, with US$500 million due in 2032 and US$500 million due in 2034, giving investors fresh information on its funding mix and liquidity options. See our latest analysis for Howard Hughes Holdings. The bond deals come at a time when Howard Hughes Holdings' 1 year total shareholder return of 7.64% and 5 year total shareholder return of...
NasdaqGS:IBOC
NasdaqGS:IBOCBanks

What International Bancshares (IBOC)'s 4.3% Dividend Increase Means For Shareholders

In early February 2026, International Bancshares Corporation’s Board of Directors approved a US$0.73 per-share cash dividend for common shareholders of record on February 13, 2026, payable on February 27, 2026, marking a 4.3% increase from the prior dividend. This higher dividend signals management’s willingness to return more cash to shareholders, which can influence how investors view the bank’s financial strength and capital priorities. We’ll explore how this 4.3% dividend increase shapes...
NYSE:MSI
NYSE:MSICommunications

Motorola Solutions (MSI) EPS Surge Versus Mid Single Digit Revenue Growth Tests Bullish Narratives

How Motorola Solutions' FY 2025 Numbers Stack Up Motorola Solutions (MSI) just wrapped up FY 2025 with Q4 revenue of US$3.4b and basic EPS of US$3.90, alongside trailing twelve month revenue of US$11.7b and EPS of US$12.93 that reflect the 36.6% earnings growth and 18.4% net margin cited in recent analysis. The company has seen quarterly revenue range from US$2.5b in Q1 2025 to US$3.4b in Q4 2025, while basic EPS stepped through US$2.58, US$3.08, US$3.37, then US$3.90 over the same period...
NYSE:DAO
NYSE:DAOConsumer Services

Assessing Youdao (NYSE:DAO) Valuation After Recent Share Price Pullback

Event driven look at Youdao Youdao (NYSE:DAO) has drawn fresh attention after a recent pullback, with the share price down about 29% over the past month and about 5% over the past 3 months. For investors tracking this China based education technology player, the move comes against a backdrop of reported annual revenue of CN¥5,909.019 and net income of CN¥107.346. The company also reported annual growth in both metrics. See our latest analysis for Youdao. At a share price of US$9.05, Youdao’s...
NYSE:DCH
NYSE:DCHAuto Components

Dauch Board Moves And Stock Award Highlight Value Gap And Governance Focus

Dauch Corporation (NYSE:DCH) has appointed Simon Mackenzie Smith and Fiona MacAulay to its Board of Directors. The company has also granted an inducement performance stock award to executive Markus Bannert. These board and compensation moves reflect a focus on leadership depth and management alignment. Dauch, trading at $8.43, has delivered a 29.9% return year to date and 77.5% over the past year, alongside an 8.8% return over the past 30 days. At the same time, its 3 year and 5 year...
NYSE:VAL
NYSE:VALEnergy Services

Assessing Valaris (VAL) Valuation After Its Strong Recent Share Price Momentum

Why Valaris is on investors’ radar today Valaris (VAL) has drawn attention after a strong recent share price run, with returns over the past month and past 3 months outpacing many peers and putting its valuation in sharper focus for investors. See our latest analysis for Valaris. The share price has moved to US$88.89, with a 7 day share price return of 52.71% and a year to date share price return of 70.45%. The 1 year total shareholder return of 94.47% points to strong recent momentum...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax’s New Fraud Model Targets First Party Abuse And Lender Stickiness

Equifax (NYSE:EFX) has introduced Credit Abuse Risk, a new predictive fraud model that uses FCRA regulated data. The product is designed to help lenders flag first party fraud patterns such as loan stacking and credit washing. Credit Abuse Risk targets an area of fraud that has become a growing operational and credit loss concern for many financial institutions. Equifax, trading at $188.18, is rolling out Credit Abuse Risk at a time when its recent share performance has been mixed, with a...
NYSE:AEO
NYSE:AEOSpecialty Retail

American Eagle Taps Celebrity Partners As Investors Weigh Undervalued Shares

American Eagle Outfitters (NYSE:AEO) announced a new five year promotional partnership with Spanish footballer Lamine Yamal. The company also renewed marketing campaigns featuring Sydney Sweeney and Travis Kelce. These agreements highlight a broader push into celebrity and globally recognized talent across AEO’s brand portfolio. American Eagle Outfitters focuses on casual apparel and accessories for teens and young adults, a segment where cultural relevance and social media reach matter a...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Why Silicon Motion Technology (SIMO) Is Up 9.6% After Strong Q4 Results And Higher Q1 Guidance

In early February 2026, Silicon Motion Technology Corporation reported that fourth-quarter 2025 sales rose to US$278.46 million with net income of US$47.75 million, and issued first-quarter 2026 revenue guidance of US$292 million to US$306 million alongside an expected operating margin range and confirmation of its regular cash dividend. These results and projections highlight continued year-over-year growth in both revenue and profitability, while the affirmed dividend policy underlines...
NYSE:SUN
NYSE:SUNOil and Gas

Sunoco Duck Thru Deal Expands Retail Footprint And Undervaluation Debate

Sunoco (NYSE:SUN) has agreed to acquire 56 Duck Thru Food Stores from Jernigan Oil Company. The transaction expands Sunoco's owned and operated convenience store footprint. The deal reflects a continued focus on growing its retail presence rather than trimming recently acquired assets. For investors watching NYSE:SUN, this move comes with the units trading around $58.9. Over the past 5 years, Sunoco units have returned 175.6%, with a 3 year return of 52.9% and a year to date return of...