U.S. Hospitality Stock News

Hartford Insurance Group recently reported robust growth in its Business Insurance segment, with notable gains in small business and excess & surplus lines, and margin improvements in Personal Insurance, supported by technology and underwriting investments. An interesting insight is Hartford’s ongoing focus on digital expansion and agency platform development, which continues despite mounting competitive pressures and lower retention rates. With Hartford’s digital initiatives driving growth...

SPS Commerce (SPSC) shares have experienced a stretch of declines over the past month, with the stock trading around $80 as of the latest close. Investors are keeping a close eye on recent momentum and company fundamentals. See our latest analysis for SPS Commerce. SPS Commerce’s share price momentum has faded considerably compared to earlier in the year, with this month’s sharp drop capping off a tough stretch. The stock has a year-to-date share price return of -56.3%, and has delivered a...

In October 2025, PACS Group announced that both its lenders and key landlords agreed to extend forbearance periods through November 30, 2025, temporarily pausing enforcement of creditor and landlord rights. This move gives PACS Group additional breathing room to address debt obligations and engage in further negotiations with stakeholders during a critical period. Next, we'll explore how gaining extra time to resolve debt concerns could shape PACS Group's investment narrative for current and...

Wondering if Comfort Systems USA is truly as valuable as its recent buzz suggests? You’re not alone. There’s a lot worth digging into beneath the headlines. The stock has put up extraordinary returns, climbing an impressive 114.7% year-to-date, even after a slight pullback of 5.6% this past week. Much of this momentum has been fueled by reports highlighting Comfort Systems USA’s robust expansion in infrastructure projects and its role in key sustainability initiatives. As investors continue...

Earlier this month, Amgen announced detailed results from its Phase 3 VESALIUS-CV clinical trial, showing that Repatha® (evolocumab) achieved statistically significant and clinically meaningful reductions in major adverse cardiovascular events in high-risk adults without a prior heart attack or stroke, when added to statins or other LDL-C-lowering treatments. This marks the first large trial to demonstrate a benefit for LDL-C lowering therapy in high-risk adults who have not yet experienced...

Intuitive Surgical (ISRG) shares have seen steady momentum in recent months, with the stock posting a 23% gain over the past month and 14% over the past 3 months. Investors continue to watch its growth in the robotic surgery market and evaluate how recent performance aligns with broader trends in healthcare innovation. See our latest analysis for Intuitive Surgical. Momentum for Intuitive Surgical has really taken hold lately, with the share price rallying more than 22% in the past month...

UGI has partnered with the City of Philadelphia to deliver renewable natural gas to its municipal fleet, and has also amended AmeriGas Propane’s credit agreement. These steps highlight UGI’s evolving sustainability and financial strategies for long-term growth. See our latest analysis for UGI. After a year marked by new partnership announcements and moves to improve financial flexibility, UGI’s share price has climbed 22.7% since January and currently sits at $34.71. That said, the total...

MannKind (MNKD) has caught investor attention as its stock saw a change of almost 2% today. The movement comes in response to recent trading trends and broader sentiment across the biotech sector, prompting discussions on potential value shifts. See our latest analysis for MannKind. After a sharp 90-day share price return of 25.76%, MannKind’s momentum has hit some turbulence, following a year-to-date slide of 24.55% and a 12-month total shareholder return of -25.89%. Despite short-term...

Curious if ServiceNow is a bargain or overpriced? Let’s dig into what the numbers say before you make your next move. Shares have slipped by 3.5% over the past week and are down 20.7% year-to-date, a sharp contrast to the stock’s impressive 115.8% rise over the past three years. Recent headlines have focused on ServiceNow’s ongoing partnerships and expansion into new enterprise software markets. Some analysts see these developments as catalysts for future growth. Notably, the announcement of...

Digital Realty Trust (DLR) shares edged lower over the past month, down about 9%, as investors weighed recent trends across the real estate sector. The stock's recent price movements may raise some longer-term valuation questions. See our latest analysis for Digital Realty Trust. Digital Realty Trust’s recent share price slide comes after a period of strong longer-term performance, with momentum fading in recent months as investors reassess the real estate sector. While the 1-year total...

RealReal (REAL) shares saw renewed activity after the company reported its third quarter results and updated revenue guidance. The combination of fresh financial figures and higher full-year targets has investors assessing what is next. See our latest analysis for RealReal. Shares of RealReal have surged lately, with a 26% 7-day share price return and 38% over the last month, as upbeat quarterly results and stronger full-year revenue guidance have ignited new momentum. The one-year total...

Sociedad Química y Minera de Chile S.A. recently announced that China's State Administration for Market Regulation approved its public-private association with Codelco to jointly operate mining properties in Chile's Atacama Salt Flat. This regulatory clearance includes commitments to fair competition and stable lithium supply to Chinese customers, aligning with SQM's existing business practices. We will explore how Chinese regulatory approval for the SQM-Codelco partnership could strengthen...

Northrop Grumman recently reported strong third-quarter earnings with higher margins across most divisions and increased its full-year EPS guidance, while also winning a US$303.6 million contract for F-16 radar component repairs supporting international military sales. The company also announced an upcoming CFO transition, with John Greene set to succeed Ken Crews in early 2026, highlighting leadership continuity during a period of new contract momentum and ongoing program execution. We'll...

FirstEnergy is moving forward with significant new energy projects in West Virginia, combining a planned 1,200-megawatt natural gas plant with expanded solar capacity. These initiatives underscore the company’s focus on advancing local infrastructure and economic growth. See our latest analysis for FirstEnergy. Following the news of FirstEnergy’s major buildout in West Virginia, the stock has enjoyed solid momentum in 2025, with a year-to-date share price return of 16.7%. Total shareholder...

Kingsoft Cloud Holdings (NasdaqGS:KC) is in the spotlight after investors reacted to a combination of its recent Q3 earnings and a sharp uptick in the indicative borrow rate. These factors are together shaping market sentiment. See our latest analysis for Kingsoft Cloud Holdings. Momentum is clearly building for Kingsoft Cloud Holdings, with its share price up 8.93% in just a single trading day and 13.81% year-to-date. What really stands out, though, is a staggering 181.11% total shareholder...

IREN Limited recently reported first-quarter earnings for the period ended September 30, 2025, highlighting an increase in revenue to US$240.3 million and net income of US$384.61 million, supported by a nearly US$10 billion multiyear cloud services contract with Microsoft. Despite this exceptional leap in financial results and major new contracts, the company continues to face scrutiny regarding the sustainability of its AI infrastructure investments and its reliance on large clients for...

Earlier this month, a Texas judge ruled that Kenvue could proceed with a US$400 million shareholder dividend despite ongoing litigation regarding Tylenol’s alleged link to autism. This legal decision addresses previous uncertainty over financial restrictions during litigation and highlights the importance of capital allocation flexibility for Kenvue. We’ll examine how the court’s approval of the dividend, despite litigation concerns, could recalibrate Kenvue’s investment outlook and risk...

Wondering if Gilead Sciences is still a smart buy, especially after its strong run? Let's break down what the numbers and the latest news are saying about its true value. The stock surged 5.0% in the last week and is now up 35.1% year-to-date. This has caught the attention of growth-minded investors and those reassessing its risk profile. News this month has highlighted Gilead's progress on several late-stage drug trials and notable collaborations in the biotech space. Both developments have...

Ever found yourself wondering if Sempra’s stock is truly worth its current price? You’re not alone, and the answer isn’t always as straightforward as it seems. Sempra’s share price has seen a mix of short-term dips and longer-term gains. It is down 0.8% over the week but up 5.8% year-to-date. Over five years, there has been a strong 65.2% return, which hints at its underlying resilience. Recent headlines highlighting Sempra’s strategic investments in energy infrastructure and partnerships...

Uber Technologies recently reported strong third-quarter results, launched several new product offerings including Uber Ski and Uber Pro Card, and expanded its partnerships in delivery and grocery with major brands like Vail Resorts and Loblaw, all occurring earlier this month. High-profile partnerships, robust earnings, and the rollout of targeted financial and mobility products in new markets highlight Uber's commitment to deepening both customer and partner engagement. We'll explore how...

Quanta Services (PWR) just entered into new long-term agreements with American Electric Power. These agreements could reshape both companies’ roles in the energy transition. The strategic partnership highlights Quanta's involvement in high-voltage transmission projects and domestic manufacturing expansion. See our latest analysis for Quanta Services. Quanta Services’ shares have shown remarkable momentum this year, with a 35.3% year-to-date share price return and a one-year total shareholder...

Veritex Holdings (VBTX) has just released its second-quarter results. The company reported earnings per share of 56 cents, which topped analyst forecasts. However, revenue missed expectations and stirred up mixed reactions among investors. See our latest analysis for Veritex Holdings. Veritex Holdings’ share price has slipped around 12% over the past month, reflecting a more cautious investor mood despite solid quarterly earnings. Its 1-year total shareholder return of 16.4% signals that...

Plains All American Pipeline (PAA) just wrapped up a $750 million debt offering, adding to its pool of senior notes and giving the company more flexibility as it pursues expansion and new investments. Investors are paying close attention because this move comes at a time of positive momentum in the company’s crude oil business and news of its full acquisition of the EPIC Crude pipeline. Both of these developments could help shape the company’s growth trajectory. See our latest analysis for...

RTX (RTX) shares have caught investors’ attention this month after the company reported a record $251 billion backlog and raised its full-year outlook for 2025. Management’s upbeat tone is complemented by strong demand across Collins Aerospace, Pratt & Whitney, and Raytheon. See our latest analysis for RTX. RTX’s recent 11.2% jump in its 1-month share price comes on the back of strong earnings, major wins for Collins Aerospace, and a new Avio partnership. This has fueled optimism about...