U.S. Hospitality Stock News

Earlier this month, TE Connectivity plc’s board declared a regular quarterly cash dividend of US$0.71 per ordinary share, payable on March 13, 2026, to shareholders of record as of February 20, 2026. At the same time, institutional commentary highlighted record net sales, operating margins, cash generation, and orders, underlining TE Connectivity’s role in AI, renewables, and electric grid hardening as a key earnings driver. We’ll now examine how TE Connectivity’s record operational...

If you are wondering whether Pfizer at around $25 a share is a value trap or a quiet opportunity, you are not alone. This article will walk through the case step by step. Despite a modest 0.4% gain over the last year, the stock is still down 41.4% over three years and 13.1% over five years. That tells us the market has drastically reset its expectations and may be mispricing the long term story. That reset has been driven by fading Covid related optimism and a tougher backdrop for big pharma...

Birkenstock Holding (BIRK) has quietly become a talking point again as the stock tries to claw back from a roughly 26% slide this year, despite double digit revenue and earnings growth. See our latest analysis for Birkenstock Holding. The pullback has come as investors reassess how much to pay for Birkenstock’s strong fundamentals. The roughly 26% year to date share price return loss contrasts against still solid growth and keeps the $42.45 share price in a consolidation zone where momentum...

Lowe’s Companies has been expanding its professional services arm through acquisitions such as Artisan Design Group and Foundation Building Materials in 2025, aiming to better serve contractors and offset weaker DIY trends and pressured margins. This shift, alongside a rising but still moderate level of short interest and a long record of dividend growth, highlights how Lowe’s is reshaping its business mix while facing competitive and debt-related constraints. We’ll now explore how Lowe’s...

Significant insider selling by President and COO Tanious Jubran at Savers Value Village (SVV), along with a new credit agreement, has put the thrifter’s balance sheet and leadership confidence under a sharper investor microscope. See our latest analysis for Savers Value Village. Against that backdrop, Savers Value Village’s 1 month share price return of 14.55 percent looks like a short term rebound within a more cautious trend. The year to date share price return of negative 7.89 percent and...

Wondering if PepsiCo at around $143 is a quietly attractive entry point, or just an expensive comfort stock you already know too well? The share price has drifted lower recently, with returns of -4.2% over the last week, -1.2% over the last month, and -4.3% year to date, even though the 5 year return still sits at a modest 13.8%. Recent headlines have focused on PepsiCo doubling down on its snacks and beverages portfolio, from expanding zero sugar offerings to rolling out new product...

Upstart Holdings (UPST) is back in focus after Tech CU expanded its use of Upstart’s AI lending platform, adding personal loans now and planning auto refinance offerings in early 2026 through the Upstart Referral Network. See our latest analysis for Upstart Holdings. The Tech CU expansion comes as Upstart’s share price has rebounded, with a 7 day share price return of 7.04 percent and 30 day share price return of 23.58 percent. This comes even though the year to date share price return of...

If you are looking at Vail Resorts and wondering whether the recent share price weakness has finally turned this into a bargain, you are not alone. The stock is trading around $139.66 after a choppy spell, down 10.7% over the last week but still up 3.4% over the past month, while longer term returns, such as a 20.3% drop year to date and a 23.1% slide over the last year, keep many investors cautious. Recently, investors have been focused on how Vail is navigating changing travel patterns and...

Alliant Energy has announced that long-serving executive David A. de Leon will retire in 2026 after 39 years, with Rebecca Cameron Valcq appointed President of Wisconsin Power and Light and Vice President of Alliant Energy and Interstate Power and Light, effective January 5, 2026. Valcq’s prior role as Chair of the Public Service Commission of Wisconsin gives Alliant Energy a leader with deep regulatory insight at the helm of a key subsidiary. We’ll now examine how Valcq’s regulatory...

Recent analyst commentary around Vaxcyte (PCVX) zeroed in on encouraging Phase 2 data for its VAX-31 pneumococcal vaccine, sharpening investor focus on how the program could reshape the company’s prospects as it heads into pivotal Phase 3 trials. See our latest analysis for Vaxcyte. Those upbeat VAX-31 data have arrived after a choppy stretch, with the share price at $47.65 and a 7 day share price return of 10.66 percent. This contrasts with a year to date share price return of negative 42.80...

Market context for Brookdale Senior Living Brookdale Senior Living (BKD) has quietly turned into a strong recovery story, with shares up more than 115% this year and roughly 300% over the past 3 years. See our latest analysis for Brookdale Senior Living. The latest leg of Brookdale’s move has seen a 90 day share price return of just over 30 percent, following a period of recent consolidation. This suggests momentum is still broadly constructive when viewed in the context of its multi year...

Globalstar (GSAT) has quietly delivered a strong run, almost doubling year to date and more than doubling over the past year. This performance is prompting investors to reconsider how the satellite operator is being valued. See our latest analysis for Globalstar. That surge has been driven less by a single headline and more by steadily improving sentiment, with an 82.54 percent 3 month share price return and a standout 1 year total shareholder return of 114.04 percent, signaling strong...

Plains All American Pipeline (PAA) is reshaping its portfolio with a $3.8 billion sale of Canadian NGL assets and a full buyout of the Epic Crude Oil Pipeline, sharpening its focus on steadier fee-based earnings and dividend growth. See our latest analysis for Plains All American Pipeline. These portfolio moves come after a steady run, with the share price at about $17.74 and a modest 30 day share price return of 3.26 percent, while the five year total shareholder return of 211.71 percent...

Gemini Space Station (GEMI) has quietly climbed in the past week, even as its stock remains deep in the red for the year, and that disconnect is exactly what has investors talking. See our latest analysis for Gemini Space Station. That recent 7 day share price return of 2.9 percent, and 30 day share price return of 5.6 percent, looks more like a tentative bounce than a true reversal when you set it against a brutal year to date share price return of roughly negative 64 percent at a last close...

HF Sinclair (DINO) has had a choppy few months, with the stock sliding roughly 13% over the past month and 14% over the past 3 months, even after a strong year. See our latest analysis for HF Sinclair. The recent slide looks more like a breather than a breakdown, with the share price still up strongly year to date and a three year total shareholder return that remains positive, while the five year total shareholder return is particularly impressive. If HF Sinclair’s moves have you rethinking...

Kroger (KR) just gave investors a clear signal on how it sees its future by expanding its share repurchase authorization by another $2 billion, lifting the total program to $9.5 billion. See our latest analysis for Kroger. At a share price of $62.93, Kroger’s modest year to date share price gain contrasts with a much stronger three year total shareholder return above 50 percent, suggesting longer term momentum remains intact even as investors digest regulatory headlines and this larger...

In recent coverage, Jones Trading initiated research on Mind Medicine (MindMed) with an upbeat view on its MM120 program in generalized anxiety disorder and major depressive disorder, emphasizing the company’s positioning in psychedelic drug development for neuropsychiatry. The firm also pointed to emerging New Jersey legislation advancing regulated therapeutic access to psilocybin, underscoring how evolving state-level policy could shape MindMed’s future operating landscape. We’ll now...

In December 2025, Seadrill Limited announced new contract awards for the West Neptune and Sevan Louisiana in the U.S. Gulf and a five-well option exercise extending the Sonangol Quenguela’s operations in Angola to February 2027, adding about US$48 million to backlog from the West Neptune alone. The maiden deployment of Trendsetter well-intervention equipment on the Sevan Louisiana and the multi-well extension in Angola highlight both technological progress and longer-term rig visibility for...

Why PG&E Is Back on Investors Radar PG&E (PCG) has quietly lagged the broader market this year, and that underperformance is exactly why more value focused investors are starting to revisit the stock now. See our latest analysis for PG&E. At around $15.82, the share price tells a mixed story, with a sharply negative year to date share price return but a solid 90 day rebound suggesting sentiment might be stabilising even as the one year total shareholder return remains firmly in the red. If...

ICL Group (NYSE:ICL) has quietly outperformed the broader market over the past week, with shares up about 10%, even as longer term returns remain mixed and commodity sentiment stays uneven. See our latest analysis for ICL Group. That recent 9.6% seven day share price return has only partly clawed back a weaker three month share price performance. However, with the stock now at $5.35 and a positive one year total shareholder return, momentum looks to be stabilising rather than breaking out. If...

Alaska Air Group (ALK) has quietly put together an interesting year, with the stock up about 28% over the past month even though the longer term chart still looks mixed for holders. See our latest analysis for Alaska Air Group. That sharp 1 month share price return of about 28 percent stands out against a still negative year to date share price performance and a 1 year total shareholder return of roughly minus 24 percent. This suggests sentiment may be turning after a tougher stretch. If this...

USA Compression Partners (USAC) has quietly pulled back over the past month even as its underlying business keeps growing. That disconnect between sliding unit price and improving fundamentals is exactly what income focused investors should notice. See our latest analysis for USA Compression Partners. At around $23.11 today, USA Compression Partners’ recent pullback follows a modestly negative 3 month share price return but sits against a much stronger backdrop, with a 1 year total...

In recent weeks, Moderna secured up to US$54.3 million in CEPI funding to advance late-stage development of its bird flu vaccine candidate mRNA-1018 and received a positive opinion from the European Medicines Agency recommending authorization of its next-generation COVID-19 vaccine, mNEXSPIKE. Together, this external funding support and EU regulatory progress underline how Moderna is seeking to extend its mRNA franchise beyond seasonal COVID demand and into broader pandemic...

Veralto (VLTO) just gave income investors something to consider, with the board approving an 18% increase to its quarterly dividend to $0.13 per share, indicating confidence in the company’s earnings power. See our latest analysis for Veralto. The dividend hike lands as Veralto’s 1 month share price return of 4.23 percent suggests cautious optimism is creeping back in, even though the 1 year total shareholder return is still slightly negative, hinting at early but not runaway momentum. If...