U.S. Hospitality Stock News

ResMed recently received U.S. FDA clearance for its AI-enabled Smart Comfort feature, which uses de-identified sleep data to personalize CPAP comfort settings for new AirSense 11 users via the myAir app. This marks one of the earliest FDA-cleared uses of AI to individualize CPAP comfort, aiming to improve long-term adherence for millions of U.S. obstructive sleep apnea patients while easing clinicians’ setup workload. Next, we’ll explore how FDA-cleared AI personalization through Smart...

Earlier this month, Caliber announced it had selected StoneX as an additional institutional platform for trading and custody to support its Digital Asset Treasury strategy centered on Chainlink’s token, LINK, using StoneX Prime’s deep liquidity and institutional-grade infrastructure. This mandate reinforces StoneX’s position as a key infrastructure provider for listed companies seeking transparent, on-balance-sheet exposure to digital assets. Next, we’ll examine how StoneX’s role in...

Earlier this month, DRMTLGY announced that its clinical skincare line had launched exclusively at Ulta Beauty, rolling out across more than 1,400 stores nationwide and Ulta.com with 13 curated products highlighted through prominent in‑store displays and digital promotion. This exclusive partnership deepens Ulta Beauty’s emphasis on science‑focused, results‑oriented skincare, potentially reinforcing its appeal among ingredient‑conscious shoppers seeking medical‑grade options at more...

In recent days, Globus Medical drew renewed attention as multiple research firms reaffirmed positive views on the company, citing confidence in its musculoskeletal and enabling-technology portfolio alongside encouraging clinical trial progress. What stands out is that this cluster of upbeat analyst opinions, combined with clinical milestones, appears to be reshaping how investors assess Globus Medical’s long-term growth drivers and execution risks. Next, we’ll examine how this wave of...

SS&C Technologies Holdings (SSNC) just reported that its GlobeOp Forward Redemption Indicator slipped to roughly 2% in December, down from the prior month and last year. This hints at steadier hedge fund assets on its platform. See our latest analysis for SS&C Technologies Holdings. That backdrop of steadier hedge fund assets comes after a busy period, including SS&C presenting at the Nasdaq Investor Conference in London. It helps explain why the stock’s roughly 16% year to date share price...

Earlier this month, HII announced that its Ingalls Shipbuilding division was chosen by the U.S. Navy to design and build a future small surface combatant ship based on its Legend-class national security cutter design, while Newport News Shipbuilding hit a key “pressure hull complete” milestone on Virginia-class submarine Oklahoma (SSN 802) and advanced work on its ROMULUS unmanned surface vessel prototype. Together, these developments highlight how HII is deepening its role across manned...

Grocery Outlet Holding (GO) is back in focus after a wave of cautious analyst moves, sparked by weaker November same store sales and a sharp drop in EBT driven purchases among its budget conscious shoppers. See our latest analysis for Grocery Outlet Holding. The stock’s slide has been steady rather than sudden, with a 90 day share price return of minus 35.9 percent and a one year total shareholder return of minus 40.23 percent underscoring that momentum is clearly fading as investors reassess...

Jack Henry and Associates (JKHY) has quietly turned into a momentum story, with upbeat earnings, higher 2026 guidance, and fresh client wins now backed by a wave of supportive analyst upgrades. See our latest analysis for Jack Henry & Associates. Those stronger earnings, upgraded ratings, and steady client wins have clearly reset expectations, with the share price now at $184.5 and a roughly 22% 3 month share price return signaling building momentum despite a more modest 1 year total...

Voya Financial, in collaboration with SAVVI Financial, recently launched a next-generation retirement income guidance tool that offers eligible workplace plan participants personalized, multi-factor retirement income projections and withdrawal guidance at no additional cost. By incorporating complex real-world variables such as taxes, health insurance, Social Security timing, pensions, and withdrawal sequencing, the tool brings institution-grade planning insights directly to everyday...

On December 8, 2025, Coca-Cola Consolidated entered into senior unsecured term loan agreements with Wells Fargo and other lenders for US$1.35 billion in total, maturing in 2028 and 2030, to refinance a US$1.20 billion bridge loan and fund general corporate purposes. The mix of three- and five-year facilities, flexible prepayment terms and covenants tied to cash flow and leverage underscores the company’s emphasis on maintaining funding flexibility while supporting potential shareholder...

Henry Schein (HSIC) jumped about 11% after its Q3 2025 earnings beat expectations on both adjusted EPS and revenue, and management raised full year profit guidance alongside higher anticipated sales growth. See our latest analysis for Henry Schein. That earnings pop builds on a steady uptrend, with a roughly 14% 3 month share price return and about 11% 1 year total shareholder return suggesting momentum is quietly rebuilding after a softer multi year stretch. If Henry Schein’s latest move has...

Earlier this month, Broadcom reported full-year 2025 sales of US$63.89 billion and net income of US$23.13 billion, raised its quarterly dividend by 10% to US$0.65 per share, and guided for first-quarter 2026 revenue of about US$19.10 billion, implying a 28% increase from the prior-year period. The company’s stronger earnings, higher dividend, and AI-driven backlog have coincided with sharp swings in sentiment as investors weigh rapid AI growth against management’s warning about pressure on...

Tenable Holdings (TENB) just locked in a OneGov agreement with the U.S. GSA, opening the door to wider adoption of its FedRAMP authorized cloud security across federal agencies, including the Department of Defense, through 2027. See our latest analysis for Tenable Holdings. Even with this federal tailwind and a new CTO sharpening its AI and exposure management strategy, Tenable’s momentum has cooled lately. The stock has delivered a roughly mid 30 percent year to date share price return and a...

In December 2025, Cirrus Logic launched its first AEC-Q100 automotive-qualified closed-loop haptic drivers, the CS40L51, CS40L52 and CS40L53, aimed at delivering high-definition tactile feedback across in-cabin interfaces such as displays, steering wheels and smart surfaces. This move extends Cirrus Logic’s haptics expertise from consumer electronics into automotive, potentially opening a new end market where consistent, premium tactile user experiences are becoming a key interior design...

Patria Investments (PAX) just reshuffled key leadership, naming a new Global COO and planning a CFO transition for 2026, with these moves aimed at tightening execution as the stock rides solid recent momentum. See our latest analysis for Patria Investments. Those leadership upgrades come as Patria’s 1 month share price return of 9.81% and 37.10% share price return year to date, alongside a 43.04% 1 year total shareholder return, signal that momentum is still building rather than fading around...

Amicus Therapeutics (FOLD) has quietly delivered a strong run lately, with the stock climbing over 30% in the past month and roughly 65% over the past 3 months. See our latest analysis for Amicus Therapeutics. That surge sits on top of a solid backdrop, with the share price return over the past year also firmly positive. This suggests sentiment is shifting toward Amicus as its rare disease portfolio matures and execution risks feel lower. If Amicus has sparked your interest, it is worth...

Interactive Brokers Group (IBKR) just rolled out a redesigned IBKR GlobalTrader app, and that tech upgrade is exactly what has traders revisiting the stock, looking at how product execution ties into future growth. See our latest analysis for Interactive Brokers Group. The redesigned app lands after a steady run of fintech upgrades and geographic expansion, including new UAE equity access and IBKR Desktop enhancements. The share price now stands at $64.26, with momentum underpinned by a...

Recently, ACV Auctions’ CEO bought more than 31,000 company shares, even as a major financial firm shifted its rating from Buy to Hold, highlighting conflicting signals for investors. This rare combination of insider conviction and external caution throws a spotlight on ACV’s underlying business quality, cash generation challenges, and competitive position. Next, we’ll explore how the CEO’s sizable insider purchase might influence ACV Auctions’ growth-focused investment narrative and...

SPS Commerce, a long-time provider of cloud-based supply chain management software, has recently faced pressure after its early‑2025 Carbon6 acquisition was undermined by Amazon marketplace rule changes and activist investor Anson began pushing for a potential sale of the company. This combination of a misjudged move into the Amazon seller ecosystem and escalating activist involvement has raised fresh questions about SPS Commerce's capital allocation discipline and boardroom...

Aurora Innovation (AUR) just took a meaningful commercial step, partnering with Detmar Logistics to run 24/7 autonomous proppant hauls in the Permian Basin, the first frac sand runs on public roads using driverless trucks. See our latest analysis for Aurora Innovation. The deal lands at a time when sentiment on Aurora has been choppy, with a recent 10.05% 1 month share price return not enough to offset a roughly 32% year to date share price decline, and a far stronger three year total...

If you are wondering whether Apple's stock is still worth buying at these levels, you are not alone. This article is going to tackle that value question head on. Despite some recent choppiness, with the share price down about 1.7% over the last week but still up 12.2% year to date and 8.0% over the past year, investors are clearly still betting on Apple's long term growth story. Recent headlines have centered on Apple's push into AI features across its product ecosystem and renewed focus on...

Golar LNG (GLNG) has quietly outperformed the broader energy sector over the past month, gaining about 6%, even as its past 3 months and year to date returns remain negative. See our latest analysis for Golar LNG. That recent 1 month share price return of 5.54% looks more like a relief rally than a full trend change, given the weaker year to date share price performance and still solid 5 year total shareholder return of 350.46%. If Golar’s move has you watching the energy space more closely,...

Atlassian (TEAM) just picked up fresh Wall Street support as new coverage highlighted its long term growth story, while the company lifted its 2026 cloud revenue outlook and reaffirmed its multi year expansion targets. See our latest analysis for Atlassian. Those upbeat growth signals are arriving after a choppy run, with Atlassian’s share price now at $161.07 and showing a 1 month share price return of 10.11 percent but a much weaker year to date share price return of negative 33.55 percent...

GXO Logistics (GXO) just reshuffled its leadership bench, adding a new Chief Commercial Officer, a new Chief Operating Officer and an incoming Non Executive Chairman, a coordinated move that is catching investors attention. See our latest analysis for GXO Logistics. The leadership shake up comes after a strong run, with GXO’s share price returning about 12 percent over the past month and roughly 24 percent year to date, while its one year total shareholder return of about 27 percent suggests...