U.S. Hospitality Stock News

If you are wondering whether Agilysys at around US$81.50 is priced for opportunity or already reflecting much of its prospects, this article is for you. The stock has seen sharp recent moves, with a 5.3% decline over the last 7 days, a 28.4% decline over the last 30 days and a 29.4% decline year to date, while the 5 year return sits at 35.9%. These swings have come as investors react to ongoing developments in the broader software sector and shifting sentiment toward growth oriented names,...

Vertex Pharmaceuticals reported full-year 2025 results showing revenue of US$12.00 billion, up from US$11.02 billion a year earlier, with net income of US$3.95 billion replacing a net loss and earnings per share turning positive on both a basic and diluted basis. Alongside this earnings shift, Vertex issued 2026 guidance that points to an increasing contribution from non-cystic fibrosis products such as CASGEVY and JOURNAVX, supported by a new trispecific T‑cell engager collaboration with...

Multiple securities fraud class action lawsuits have been filed against Oracle (NYSE:ORCL) over its disclosures on AI infrastructure spending and revenue potential. Claims focus on allegedly misleading statements about costs, data center timelines, and reliance on large capital raises tied to AI related cloud contracts. The cases center on whether investors were given a full picture of financial and operational risks linked to Oracle's AI infrastructure build out. Oracle sits at the...

Recently, analysts highlighted Sanmina as a top pick for growth investors, assigning it a #1 Zacks Rank and an A VGM Score, supported by upward earnings estimate revisions. This recognition emphasizes how analyst expectations around Sanmina's earnings strength and quality metrics are becoming central to the company’s investment case. Next, we'll examine how this upgraded analyst sentiment, especially the strong Growth Style Score, interacts with Sanmina's existing investment narrative. This...

Earlier in February 2026, Willis Towers Watson released a next-generation upgrade of its RiskAgility FM U.S. Library models, fully embedding VM-22 reserving requirements for non-variable annuities and offering insurers an integrated, production-ready platform for statutory valuation. This enhancement reinforces WTW’s role in complex actuarial and risk software at a time when insurers face heavier regulatory and modeling demands across annuity and pension risk transfer portfolios. We’ll now...

Hayward Holdings: Recent Returns and Business Snapshot Hayward Holdings (HAYW) has drawn attention after a mix of short term share moves, including a small gain over the past week and a modest decline over the past month, alongside stronger performance over the past three months. For context, the company reports annual revenue of US$1.10b and net income of US$137.9m, supported by positive annual growth in both metrics. This provides investors with a concrete baseline for assessing the pool...

Rebranding highlights resilience and improving profitability Recent commentary on Baldwin Insurance Group (BWIN) focuses on its rebranding from BRP Group in May 2024 and the continued strength in organic revenue growth, margin expansion, and earnings per share performance. See our latest analysis for Baldwin Insurance Group. Despite the rebrand and solid operating metrics, Baldwin Insurance Group’s recent trading tells a different story, with a 30 day share price return of 38.06% decline and...

Harel Insurance Investments & Financial Services Ltd. recently increased its holdings in ICL Group to 56,619,519 shares, making the company a larger component of its investment portfolio and signaling renewed institutional interest in the specialty minerals and chemicals producer. This move highlights how a large domestic financial institution is leaning into ICL’s role in mineral-based products and crop nutrition at a time when sector expectations and operational challenges remain in...

XPO (XPO) stock is back in focus after a downgrade to Neutral, sector wide AI worries, freight regulation headlines, and renewed attention on the company’s recent earnings and share repurchase activity. See our latest analysis for XPO. Despite the recent downgrade and sector worries, XPO’s share price has climbed strongly, with a 30 day share price return of 29.87% and a 90 day share price return of 51.62%, while the 3 year total shareholder return is very large at about 4x. This mix of short...

Recently, several brokerages reaffirmed bullish views on On Holding AG, while the company appointed Frank Sluis as its new Chief Financial Officer effective May 1, 2026, separating the previously combined CEO/CFO role. This combination of strong analyst conviction and a leadership refresh in the finance function has reinforced investor confidence in On’s long-term growth ambitions within global sportswear. We’ll now examine how the appointment of an experienced CFO and renewed analyst...

BWX Technologies (BWXT) has put its digital agenda in the spotlight by opening a new Digital Center in Melbourne, Florida, and appointing Kurt Bender as senior vice president and chief digital officer. See our latest analysis for BWX Technologies. BWX Technologies’ recent digital push comes as the share price sits at $200.40, with a 90 day share price return of 13.92% and a very large 5 year total shareholder return of 269.04%. This suggests momentum has been building over time, despite a...

Recent performance puts Himax Technologies (HIMX) back on investors’ radar Himax Technologies (HIMX) has seen mixed share performance recently, with a 10.1% decline over the past month but a 7.2% gain over the past 3 months. This has prompted closer attention from investors. See our latest analysis for Himax Technologies. At a share price of US$7.72, Himax’s recent 1-month share price return of a 10.1% decline and 7.2% gain over 3 months suggest momentum has cooled in the short term...

Earlier this month, Trane Technologies announced that its Board approved a 12% increase in the quarterly dividend to US$1.05 per ordinary share (US$4.20 annualized), payable on March 31, 2026 to shareholders of record on March 6, 2026. In addition, the company is scheduled to present at the Barclays 43rd Annual Industrial Select Conference in Miami Beach on February 17, 2026, giving management a platform to explain how the higher dividend fits into its broader capital allocation and growth...

Citigroup’s fresh Buy initiation on Adecoagro (NYSE:AGRO) on February 16, 2026, paired with its Zacks Rank #1 (Strong Buy) value rating, is putting this agricultural producer squarely on many investors’ watchlists. See our latest analysis for Adecoagro. At a share price of $8.65, Adecoagro has had a mixed run. Its 30-day share price return is 5.75% and its 90-day share price return is 10.19%, while its 1-year total shareholder return shows a decline of 7.93%. This contrasts with 3-year and...

What the latest earnings and guidance mean for Phibro Animal Health (PAHC) Phibro Animal Health (PAHC) has attracted fresh attention after releasing second quarter and six month results, updating its fiscal 2026 guidance, and affirming a quarterly dividend. For investors, the combination of reported sales, earnings, and forward guidance provides a clearer snapshot of how the business is currently performing and what management expects for the rest of the fiscal year. See our latest analysis...

Why Haemonetics Stock Is Drawing Investor Attention Haemonetics (HAE) has come onto investors' radar after a sharp share price pullback, with the stock showing negative returns over the past month and past 3 months despite positive annual revenue and net income growth. See our latest analysis for Haemonetics. The recent pullback fits into a weaker trend, with a 30 day share price return of about 20% and a 3 year total shareholder return of roughly a 29% decline, suggesting momentum has been...

In early February 2026, NOV Inc. reported fourth-quarter 2025 results showing quarterly revenue of US$2,277 million, a net loss of US$78 million, and US$70 million of goodwill and long-lived asset impairments, alongside guidance for a 1% to 3% year-over-year revenue decline in the first quarter of 2026. At the same time, management highlighted that tighter acquisition criteria, a completed buyback of 36,959,834 shares for US$544.64 million, and a focus on portfolio efficiency are intended to...

Wynn Resorts (WYNN) is back in focus after its latest quarterly update, where revenue was supported by Macau operations while profits declined as Las Vegas and Boston softened and earnings missed Wall Street expectations. See our latest analysis for Wynn Resorts. At a share price of $113.39, Wynn Resorts has had a mixed start to 2026. The stock saw a 1 day share price return of 5.14% after earnings volatility, but the year to date share price return shows a 7.49% decline. Meanwhile, the 1...

Envista Holdings (NVST) has been drawing attention after recent share price moves, with the stock closing at $28.97. For investors, the question now is how this dental-focused business lines up against its fundamentals. See our latest analysis for Envista Holdings. The recent rise to a 1 month share price return of 14.78% and 90 day share price return of 51.44% comes after a weaker 3 year total shareholder return of 24.71%. This suggests momentum has picked up recently. If Envista’s move has...

Erasca recently presented at Guggenheim Securities’ Emerging Outlook: Biotech Summit 2026, outlining progress on its ERAS-0015 molecular glue and ERAS-4001 KRAS inhibitor programs, including early partial tumor responses without dose-limiting toxicities and Phase 1 data anticipated later in 2026. An interesting angle for investors is how ERAS-0015’s early safety and response profile, alongside plans for combination approaches, could shape perceptions of Erasca’s emerging RAS-focused...

Why Sun Communities’ interim CFO change matters for shareholders Sun Communities (SUI) has announced that Chief Financial Officer Mark E. Patten is stepping down by mutual agreement, with long time insider Fernando Castro Caratini stepping in as interim CFO while the company reaffirms its 2025 guidance. See our latest analysis for Sun Communities. The CFO transition and reaffirmed 2025 guidance come as Sun Communities’ share price sits at $130.79, with a 7.09% year to date share price return...

In February 2026, Camtek Ltd. announced it had received a US$25,000,000 order for its Hawk inspection systems from a tier-1 integrated device manufacturer focused on AI applications, lifting the total value of recent Hawk orders from this customer to US$45,000,000. The order highlights how Camtek’s Hawk platform is gaining traction in advanced packaging areas such as High Bandwidth Memory, chiplets, hybrid bonding and ultra-dense micro-bump wafers, potentially broadening its role in...

Earlier this month, Keysight Technologies launched SOS Enterprise, an enhanced engineering data management platform that automates governance, traceability, and compliance to support AI adoption at scale across multi-site semiconductor and electronics development teams. By turning fragmented design files and verification data into versioned, traceable assets in a single system of record, SOS Enterprise aims to unlock reliable AI integration and IP reuse for highly regulated industries such...

In February 2026, Scotts Miracle-Gro filed a US$183.34 million shelf registration for 2,750,000 common shares tied to an ESOP-related offering and, earlier in the month, refreshed its Miracle-Gro indoor product lineup with new soils, plant foods, pest solutions, and an organic plant food item now available through major national retailers and its website. The combination of an employee-focused share program and wellness-oriented indoor gardening products underscores how Scotts Miracle-Gro is...