U.S. Hospitality Stock News

Dana Incorporated appointed Byron Foster as CEO, effective July 1, 2026, with Bruce McDonald remaining Chairman of the Board. The company announced a 20% increase in its quarterly dividend. Dana expanded its equity buyback authorization to $2b and extended the plan through 2030. For investors tracking NYSE:DAN, these corporate moves come as the share price stands at $33.39, with the stock up 5.4% over the past week and 23.4% over the past month. Longer term, Dana has posted gains of 33.8%...

Cirrus Logic recently reported third-quarter 2025 results showing sales of US$580.62 million and net income of US$140.31 million, alongside full-year earnings estimate upgrades and new fourth-quarter 2026 revenue guidance of US$410 million to US$470 million. The company also completed a share repurchase of 1,393,816 shares for US$155.97 million, while insider selling over the past year raises questions about how executives are responding to this improved earnings backdrop. With Cirrus Logic...

What Air Lease’s recent performance data tells you Air Lease (AL) has been drawing fresh attention after a solid run, with total return over the past year at 32.93% and about 59.31% over the past 3 years. This has prompted investors to reassess expectations. See our latest analysis for Air Lease. With the share price at US$64.73 and relatively modest short term share price moves, the focus for many investors is the stronger 1 year and 3 year total shareholder returns. These returns suggest...

A recent Scotiabank rating change for Ovintiv (OVV) on the S&P/TSX index has put fresh attention on how the stock is grouped, compared, and discussed alongside other Canadian energy producers. See our latest analysis for Ovintiv. Ovintiv's latest share price of US$46.93 comes after a 1 month share price return of 16.28% and a 3 month share price return of 19.87%. The 5 year total shareholder return of 147.49% contrasts with a more modest 9.57% total shareholder return over the past year,...

In early 2026, Murphy Oil reported Q4 2025 results showing production ahead of guidance, lower capital spending, and mixed but overall positive exploration outcomes, including new oil discoveries in the Gulf of America and encouraging appraisal at Hai Su Vang in the Golden Sea Lion field. At the same time, analysts responded unevenly to Murphy Oil’s softer 2026 production outlook versus its recent operational gains, underscoring a growing divide between cautious forward guidance and current...

In February 2026, Williams-Sonoma, Inc. announced it had joined OpenAI’s Ad Pilot Program, becoming one of the first companies to test clearly labeled ads within ChatGPT to connect its portfolio brands with customers at key decision-making moments. This move highlights Williams-Sonoma’s push to experiment with AI-enabled, high-intent marketing channels as it refines how and where it engages consumers online. Next, we’ll examine how Williams-Sonoma’s early use of AI-powered ChatGPT ads could...

Why Lincoln Electric Holdings (LECO) is on investors’ radar today Lincoln Electric Holdings (LECO) has drawn fresh attention after recent share price moves, with the stock closing at $293.68 and showing double digit total returns over the past year and past 3 months. For investors tracking industrial names, the company’s mix of welding, cutting, brazing products and automated solutions, alongside its reported revenue of $4.23b and net income of $520.53m, offers several angles to assess...

Investors may be wondering if Peoples Bancorp at around US$33.56 is offering fair value today, or if the current price is leaving some potential upside on the table. The stock has had a mixed run lately, with a 1.8% decline over the last 7 days, an 8.8% gain over 30 days, 11.3% year to date, and 8.6% over the past year, while the 3 year and 5 year returns sit at 28.1% and 39.4% respectively. Recent attention on Peoples Bancorp has centered on ongoing corporate developments and sector wide...

In early February 2026, Salesforce cut nearly 1,000 jobs and reshuffled senior leadership as part of a broader shift to deepen its use of artificial intelligence and automation across the business. This restructuring, alongside an AI-focused acquisition and ongoing sector unease about agentic AI, highlights how Salesforce is actively reconfiguring its operations and product mix for an automation-first era. Against this backdrop of AI-driven restructuring and fresh layoffs, we’ll now examine...

In the past week, XPLR Infrastructure, LP reported fourth-quarter 2025 results showing sales of US$249 million, net income of US$29 million, and earnings of US$0.30 per unit, compared with higher sales and a loss a year earlier. Despite a full-year loss of US$28 million on largely steady annual sales, the partnership highlighted strong cash generation, US$1.88 billion of adjusted EBITDA, and an amended revolving credit facility that reduces committed size while extending maturity to...

Core Natural Resources (CNR) is back in focus after reporting a fourth quarter 2025 net loss alongside higher sales revenue, while affirming 2026 volume guidance and pointing to improved operations and free cash flow. See our latest analysis for Core Natural Resources. The mixed fourth quarter and new 2026 guidance appear to be gradually influencing sentiment. The share price return is 1.62% over 1 day at US$91.51, 11.10% over 90 days, and the 1 year total shareholder return is 15.82%,...

Why Limbach Holdings (LMB) Is On Investors’ Radar Limbach Holdings (LMB) is drawing attention after five years of operating margin expansion and earnings per share growing 42.5% annually, suggesting that expense discipline and profitable incremental sales are front of mind for investors. See our latest analysis for Limbach Holdings. At a share price of $88.14, Limbach’s 90 day share price return of 23.93% and 30 day share price return of 5.05% point to building momentum. This comes even...

Macroeconomic jitters hit Zeta Global Holdings (ZETA) Zeta Global Holdings (ZETA) dropped 6.8% as strong U.S. jobs data pushed back expectations for Federal Reserve rate cuts. This pressured growth-focused software names tied to investor enthusiasm around artificial intelligence. See our latest analysis for Zeta Global Holdings. Beyond today’s move, Zeta Global’s share price has had a weak stretch, with a 30 day share price return showing a 30.64% decline and a year to date share price return...

Pagaya Technologies Ltd. recently reported fourth-quarter 2025 revenue of US$334.81 million and GAAP net income of US$34.3 million, turning a prior-year loss into profit and closing 2025 with US$1.30 billion in revenue and US$81.39 million in net income. Alongside this record profitability, Pagaya issued 2026 guidance pointing to continued GAAP net income and closed an US$800 million AAA-rated personal loan ABS deal, highlighting growing institutional confidence in its AI-driven credit...

Why Scorpio Tankers Is On Investor Radars Scorpio Tankers (STNG) has drawn fresh attention after recent share price gains, with the stock up 4.0% over the past week and about 19% over the past month. See our latest analysis for Scorpio Tankers. At a share price of $70.51, Scorpio Tankers has built strong momentum recently, with a 30 day share price return of 18.92% sitting alongside a 1 year total shareholder return of 65.61%. This performance suggests investors are reassessing both growth...

In the past week, Copart announced a new US$1.25 billion unsecured revolving credit facility to support acquisitions, capital investments, and global expansion, while also confirming the timing of its upcoming fiscal Q2 2026 earnings release and conference call. These developments, combined with inflation data that improved expectations for lower interest rates, have sharpened investor attention on Copart’s financial flexibility and sensitivity to macroeconomic conditions rather than...

On February 4, 2026, The D. E. Shaw group publicly criticized CoStar Group’s Board over what it called reckless capital deployment and weak oversight, urging alternatives for the Homes.com business and fresh independent directors ahead of the 2026 Annual Meeting. At the same time, a new Homes.com report showing more moderate home price trends and improved affordability has sharpened investor focus on whether CoStar’s heavy spending on the residential platform is aligned with the value it...

Constellation Energy (CEG), through its Calpine unit, just signed a 380-megawatt power and infrastructure deal with data center operator CyrusOne in Texas, plus an exclusive option for another 380 MW. See our latest analysis for Constellation Energy. That CyrusOne agreement lands while Constellation Energy’s shares trade at US$288.43, with a 7 day share price return of 10.33%, a 30 day share price return of 12.70% and a 3 year total shareholder return of about 2.5x, which together indicate...

BJ's Wholesale Club recently crossed above its 200-day moving average, supported by recent upward revisions to earnings estimates that point to improved expectations for its financial performance. This combination of strengthening technical momentum and more optimistic earnings projections highlights how market sentiment has shifted toward a more constructive view of the company. We’ll now explore how this earnings optimism, reflected in recent estimate revisions, interacts with BJ’s...

Adient (NYSE:ADNT) is back in focus after raising its fiscal 2026 revenue guidance to US$14.6b, updating investors on first quarter results, and confirming completion of a sizeable multi year share repurchase program. See our latest analysis for Adient. The stronger fiscal 2026 guidance, multi year buyback completion, and recent analyst target price increases have come alongside a 90 day share price return of 35.31% and a 1 year total shareholder return of 58.05%. However, the 3 year total...

Lumentum Holdings Inc. recently reported fiscal second-quarter 2026 results showing sales of US$665.5 million and net income of US$78.2 million, and issued third-quarter guidance calling for net revenue between US$780 million and US$830 million. The company highlighted strong AI data center demand, a backlog of more than US$400 million in optical circuit switches, and a multi-hundred-million-dollar co-packaged optics order expected for the first half of 2027, underscoring its role in...

Ross Stores stock snapshot after recent moves Ross Stores (ROST) has drawn fresh attention after recent share price moves, with the stock last closing at US$196.54 and posting positive returns over the past week, month and past 3 months. See our latest analysis for Ross Stores. Beyond the latest move, the 90 day share price return of 22.39% and year to date share price return of 7.55% sit alongside a 1 year total shareholder return of 43.21%. Together, these figures suggest that momentum has...

If you are wondering whether Arch Capital Group is still reasonably priced after a strong multi year run, you are not alone. This article will help you unpack what the current share price might be implying. The stock last closed at US$98.38, with returns of 7.8% over 30 days, 4.8% year to date, 11.5% over 1 year, 52.6% over 3 years and 194.8% over 5 years. These figures naturally raise questions about how much value is already reflected in the price. Recent coverage has largely focused on...

If you are wondering whether Oceaneering International is still fairly priced after its recent run, you are not alone. This article breaks down what you are actually paying for today. The stock last closed at US$33.15, with recent returns of 3.0% over 7 days, 22.5% over 30 days, 33.4% year to date, 30.1% over 1 year, 66.2% over 3 years and 233.2% over 5 years. This naturally raises questions about current value and risk. Recent coverage has focused on Oceaneering International as a key...