U.S. Hospitality Stock News

Bunge Global (NYSE:BG) just formally canceled more than 12 million repurchased shares and updated its Swiss capital band, tightening up its equity structure after a stretch of solid earnings driven by the Viterra deal. See our latest analysis for Bunge Global. Despite the capital reduction and leadership reshuffle around the Viterra integration, the stock’s 90 day share price return of 18.58 percent and five year total shareholder return of 62.75 percent suggest momentum is still firmly on...

Capri Holdings (CPRI) just got knocked down a peg by Wells Fargo, which now sees a more balanced risk and reward as near term catalysts thin out, even as insider selling picks up. See our latest analysis for Capri Holdings. Even with the downgrade and news that Capri will sell Versace to Prada, the stock’s momentum has been quietly improving. The 90 day share price return of 25.94 percent and the 1 year total shareholder return of 19.67 percent contrast sharply with the deeply negative 3 year...

Owlet (OWLT) is back on traders’ screens after announcing a new DME partnership with 1 Natural Way, opening insurance backed access to its FDA cleared BabySat monitor for higher risk infants nationwide. See our latest analysis for Owlet. The DME deal lands after a busy stretch that included the UK and Ireland rollout of Owlet360 and a recent shelf registration closing. The market seems to be reassessing the story, with the share price at $14.05 and a powerful year to date share price return...

Cognizant Technology Solutions (CTSH) has quietly pushed higher lately, with the stock up around 12% over the past month and roughly 25% in the past 3 months, outpacing many large tech peers. See our latest analysis for Cognizant Technology Solutions. That recent surge builds on an 11.78% year to date share price return and a much stronger 60.18% three year total shareholder return. This suggests momentum is picking up as investors lean into Cognizant’s improving growth profile and perceived...

CCC Intelligent Solutions Holdings (CCC) just wrapped up a $300 million buyback and immediately rolled out authorization for another $500 million, which signals that management is comfortable with the risk reward at current levels. See our latest analysis for CCC Intelligent Solutions Holdings. The new buyback comes after a choppy run for CCC, with the share price at around $7.90 and a 30 day share price return of 9.42 percent, yet a much weaker year to date share price return of negative...

In recent months, STAG Industrial expanded its US industrial footprint by acquiring two warehouse buildings near Kansas City International Airport, including a DHL Express–leased facility, and an additional property in a high-demand Greater Cincinnati submarket. These acquisitions deepen STAG’s exposure to key logistics corridors, highlighting its focus on regional distribution hubs that serve e-commerce and supply chain needs. Next, we’ll explore how this latest expansion into key logistics...

Ardelyx (ARDX) has quietly outperformed many small-cap biotechs this year, and its mix of rising revenue and shrinking losses is drawing fresh attention from investors who are watching the company’s recent business trends. See our latest analysis for Ardelyx. At its latest share price of $5.68, Ardelyx has had a choppy few months, with a 30 day share price return of 4.8 percent but a 90 day share price return of negative 8.7 percent. Its 1 year total shareholder return of 17.8 percent and 3...

In December 2025, Digi International released an SGP.32-compatible eSIM accessory and aligned with Simetric to deliver validated eSIM orchestration and lifecycle control across its connected-device portfolio, positioning itself among the first IoT providers to align commercial deployments with GSMA .32 standards. This move strengthens Digi’s role in distributed networking by addressing enterprises’ need for secure, interoperable, and remotely managed multi-carrier connectivity as global IoT...

Earlier this month, Alarm.com announced its low-cost Video Intercom Mobile Directory, a QR code-enabled, mobile-based visitor management solution that replaces traditional multi-tenant intercom hardware while integrating with existing Alarm.com and PointCentral systems. By centralizing access control in the cloud and eliminating in-unit intercoms, the product deepens Alarm.com’s role in multi-tenant security infrastructure and could broaden its appeal with property managers across...

If you have been wondering whether Chipotle Mexican Grill is a bargain after its slide or still priced for perfection, you are not alone. This article is going to tackle that head on. Over the last week the stock is up 4.2%, building on a strong 19.0% move over the past month, even though it is still down 37.2% year to date and 39.2% over the last year, while longer term holders have seen roughly 33.3% and 33.2% gains over three and five years. Recently, investors have been reacting to a mix...

In the past quarter, Singapore-based Serenity Capital Management lifted its holding in H World Group to nearly 1.3 million shares, a US$49.8 million position that now ranks as the fund’s fourth-largest. This increased backing comes as H World Group pushes further into an asset-light model, with manachised and franchised revenue rising 27% year over year and supported by a pipeline of roughly 2,700 hotels. We’ll examine how Serenity Capital’s sizable commitment, aligned with H World Group’s...

STAAR Surgical (STAA) has quietly turned into a contrarian idea, with the stock down over the past month and past 3 months even as revenue and net income growth look surprisingly strong on paper. See our latest analysis for STAAR Surgical. Zooming out, the recent pullback sits awkwardly against a modestly positive year to date 4.32 percent share price return and a slightly positive 1 year total shareholder return of 1.29 percent. However, the 3 year total shareholder return of negative 48.05...

Preformed Line Products’ Board of Directors recently approved a 5% increase in the quarterly cash dividend, raising it from US$0.20 to US$0.21 per share, payable on January 20, 2026 to shareholders of record as of January 5, 2026. This dividend increase highlights management’s confidence in the company’s financial position and reinforces its ongoing commitment to returning cash to shareholders. We’ll now examine how this higher quarterly dividend payout shapes Preformed Line Products’...

Jefferies’ upgrade of CNO Financial Group (CNO) to a Buy rating, along with a higher expected upside, has put fresh attention on the insurer’s stock and prompted investors to reassess its recent performance. See our latest analysis for CNO Financial Group. That upgrade lands on top of an already solid run, with the share price at $43.55 and a year to date share price return of 17.26%, while the 3 year total shareholder return of 102.62% signals momentum is clearly building. If Jefferies’ call...

Rivian Automotive (RIVN) just turned a lot of heads with its first Autonomy and AI Day, unveiling a homegrown AI driving chip and paid autonomy features that could reshape how investors value the stock. See our latest analysis for Rivian Automotive. The Autonomy and AI Day has clearly fed into that story, with bullish analyst upgrades helping drive Rivian’s roughly 51% 1 month share price return and 62% 1 year total shareholder return. This signals that momentum is building rather than fading...

In recent weeks, Ambarella reported record revenue and raised full-year growth guidance to as much as 38%, yet its shares sold off following the late-November earnings release as investors reacted cautiously. This tension between strong operational momentum and weak short-term sentiment highlights how market perception, rather than fundamentals alone, is currently steering the debate around Ambarella’s outlook. Next, we’ll examine how this disconnect between robust revenue guidance and...

ConnectOne Bancorp (CNOB) is reshuffling a key seat at the risk table, with longtime Chief Risk Officer Michael O’Malley set to depart at year end and veteran risk executive Mark Pappas stepping into the role. See our latest analysis for ConnectOne Bancorp. The reshuffle in ConnectOne’s risk leadership comes as investors have been warming to the story. A 30 day share price return of 12.99 percent has helped extend its year to date share price gain of 22.41 percent and a 1 year total...

Wells Fargo (WFC) has been quietly rewarding patient shareholders, with the stock up about 35% over the past year and roughly 33% year to date, comfortably outpacing the broader market. See our latest analysis for Wells Fargo. The recent leg higher in Wells Fargo’s share price, now around $93.01, reflects investors warming to steadier earnings, improving credit trends, and a cleaner regulatory backdrop. Both short term share price momentum and long term total shareholder returns are firmly...

Darden Restaurants reported past fiscal second-quarter 2026 results showing sales of US$3,102.1 million and net income of US$237.2 million, alongside updated full-year 2026 guidance calling for total sales growth of 8.5% to 9.3% and same-restaurant sales growth of 3.5% to 4.3%. Despite elevated beef costs, Darden delivered same-restaurant sales gains across Olive Garden and LongHorn Steakhouse, leaned on promotions like Never Ending Pasta Bowl, opened more new restaurants than planned, and...

Prosperity Bancshares (PB) has been quietly grinding higher, with the stock up about 5% over the past month and 9% in the past 3 months, even as year-to-date returns remain slightly negative. See our latest analysis for Prosperity Bancshares. That recent 1 month share price return of around 5% sits against a slightly negative year to date share price performance. At the same time, the 5 year total shareholder return of just over 21% suggests momentum is gradually rebuilding rather than...

Earlier this month, Williams-Sonoma’s Board of Directors declared a quarterly cash dividend of US$0.66 per share, payable on February 20, 2026 to shareholders of record as of January 16, 2026. This latest dividend declaration highlights the retailer’s ongoing use of cash returns alongside buybacks to reward shareholders while it continues investing in its business. We’ll now explore how this renewed dividend commitment fits into Williams-Sonoma’s broader investment narrative built around...

WhiteFiber’s Enovum Data Centers subsidiary previously signed a 10-year colocation agreement with Nscale Global Holdings for 40 megawatts of IT load at the NC-1 AI data center campus in Madison, North Carolina, carrying an estimated US$865 million in contracted revenue. The deal makes Nscale the anchor tenant at NC-1, giving WhiteFiber clearer long-term revenue visibility and support for potential campus expansion tailored to advanced AI workloads. Next, we’ll explore how anchoring NC-1 with...

Intel (INTC) has quietly put together a solid run, with the stock up roughly 7% over the past month and almost 90% over the past year, outpacing much of the semiconductor space. See our latest analysis for Intel. At a share price of $36.82, Intel’s 30 day share price return of 6.7% and sharply stronger 1 year total shareholder return of 88.6% suggest momentum is still building as investors reassess its turnaround and foundry ambitions. If you are watching Intel’s revival and wondering what...

SFL (NYSE:SFL) just reshuffled a key slice of its tanker fleet, selling two 2015-built Suezmax vessels and ending charters on two newer ships to free up cash for younger, more efficient tonnage. See our latest analysis for SFL. The move comes after a choppy year for SFL, with a 1 year to date share price return of negative 25.41 percent and a softer 1 year total shareholder return of negative 10.62 percent. The 5 year total shareholder return of 99.50 percent still points to solid long term...