U.S. Hotel and Resort REITs Stock News

NYSE:V
NYSE:VDiversified Financial

Assessing Whether Visa (V) Looks Undervalued After Recent Share Price Weakness

Recent performance context for Visa (V) Visa (V) has recently drawn investor attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. At a last close of US$307.22, Visa sits against a backdrop of multi year total returns, solid reported revenue of US$41.39b and net income of US$20.59b, as well as a value score of 3. See our latest analysis for Visa. Visa’s recent share price returns...
NasdaqGS:XP
NasdaqGS:XPCapital Markets

Is XP (XP) Using Its Shelf Offering to Redefine Growth and Capital Allocation Strategy?

In February 2026, XP Inc. filed a US$215.58 million shelf registration for 9,393,589 Class A shares after reporting fourth-quarter 2025 revenue of BRL 4,938 million and net income of BRL 1,282 million, both higher than a year earlier. The combination of year-on-year growth in revenue, earnings per share and client assets, alongside completion of a recent share buyback, underlines XP’s emphasis on scaling its platform while actively managing its capital structure. We’ll now examine how XP’s...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

Does AGNC’s (AGNC) Reaffirmed Monthly Dividend Reveal a Deeper Bet on Scale and Stability?

AGNC Investment Corp. recently declared a cash dividend of US$0.12 per common share for February 2026, payable on March 10 to shareholders of record as of February 27, while its 2025 10-K highlighted an Agency RMBS portfolio of US$94.80 billion and solid returns. This combination of continued monthly dividends and sizable, actively managed mortgage holdings underscores how AGNC is leaning on income stability and portfolio scale to support investor confidence. Next, we will examine how AGNC’s...
NYSE:SGI
NYSE:SGIConsumer Durables

Is It Too Late To Consider Somnigroup International (SGI) After A 5-Year 164% Return?

If you are wondering whether Somnigroup International at around US$88.62 is still good value after a strong run, you are not alone. This article focuses on what the current price could imply about the stock. The share price has returned 1.0% over the last 7 days, 37.2% over the past year and 112.9% over 3 years. The 30 day return of 4.4% and year to date return of 0.1% show that recent moves have been more muted. Recent news coverage around Somnigroup International has highlighted investor...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Assessing DexCom (DXCM) Valuation After Short Term Gains And A 14.5% Undervaluation Narrative

Why DexCom Stock Is On Investors’ Radar DexCom (DXCM) has drawn fresh attention after recent trading left the shares near US$73, even as the stock shows mixed return patterns across the past week, month, past 3 months and year. See our latest analysis for DexCom. At around US$73, DexCom’s recent 7 day share price return of 3.78% and 90 day share price return of 16.89% contrasts with a 1 year total shareholder return decline of 17.24%. This suggests short term momentum while longer term...
NYSE:ALL
NYSE:ALLInsurance

Is Allstate (ALL) Still Attractive At Around US$210 After Strong Multi Year Gains?

Wondering if Allstate at around US$209.82 is still a sensible entry point, or if the easy gains are behind it? You are not alone in asking whether the current price lines up with the company’s underlying value. The stock has had a mixed short term patch, with a 1.2% decline over the last 7 days, an 8.4% gain over 30 days, a 2.9% return year to date, and a 12.3% return over the past year. The 3 year and 5 year returns stand at 73.6% and 114.8% respectively. Recent headlines around Allstate...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Assessing NovoCure (NVCR) Valuation After British Columbia’s Reimbursement Breakthrough for TTFields Therapy

NouvoCure (NVCR) is back in focus after British Columbia agreed to fund its Tumor Treating Fields therapy for newly diagnosed glioblastoma, marking the first provincial reimbursement for this treatment in Canada. See our latest analysis for NovoCure. The British Columbia reimbursement news comes on top of February’s FDA approval of Optune Pax for locally advanced pancreatic cancer, and together these updates appear to have supported a 6.92% 1 day share price return and 5.48% 7 day share price...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Will United’s New Co-Branded Card and Fleet Moves Reshape United Airlines Holdings' (UAL) Loyalty Narrative?

In recent days, Neo Financial and United Airlines announced a partnership to launch the United MileagePlus Neo World Elite Mastercard in Canada, alongside United’s plans to boost Lexington capacity, invest further in Brazil’s Azul, and equip upcoming 787 Dreamliners with 300 GEnx engines. Together, these moves highlight how United is trying to deepen customer loyalty, modernize its fleet, and strengthen its foothold in key international and regional markets. Next, we’ll assess how United’s...
NYSE:CLX
NYSE:CLXHousehold Products

What Clorox (CLX)'s Steady US$1.24 Dividend Amid Flat Sales Expectations Means For Shareholders

The Clorox Company recently declared a quarterly dividend of US$1.24 per share, payable on May 8, 2026, to shareholders of record as of April 22, 2026, underscoring continued cash returns despite a softer demand backdrop and flat near-term sales expectations. This steady payout, alongside management’s focus on innovation, ERP modernization and the GOJO acquisition, highlights an emphasis on operational stability and brand positioning even as category growth and competition remain...
NYSE:MP
NYSE:MPMetals and Mining

A Look At MP Materials (MP) Valuation As Rare Earth Prices Jump And DoD Support Increases

MP Materials (MP) is back in focus after rare earth prices, particularly neodymium praseodymium oxide, moved above U.S. subsidy thresholds. A fresh Department of Defense investment and new analyst coverage have also sharpened attention on the stock. See our latest analysis for MP Materials. After a sharp 16.01% 1 month share price decline, MP Materials has picked up again with a 4.92% 1 day share price return and 6.31% year to date share price return. Its 1 year total shareholder return of...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

Assessing Frontier Group Holdings (ULCC) Valuation After Shelf Registration And Return To Annual Net Loss

Frontier Group Holdings (ULCC) has drawn fresh attention after filing a US$12.25 million shelf registration for 2,290,108 common shares tied to an ESOP offering, shortly after reporting a full year 2025 net loss. See our latest analysis for Frontier Group Holdings. The share price has moved sharply around these updates, with a 1-day share price return of a 4.92% decline and a 7-day share price return of a 13.27% decline. Over a longer period, the 90-day share price return is a 4.5% gain,...
NYSE:M
NYSE:MMultiline Retail

Assessing Macy's (M) Valuation After Recent Share Price Pullback

Why Macy's Stock Is on Investors' Radar Macy's (M) is drawing attention after recent share price swings, with the stock down about 2% over the past day and roughly 6% over the past week, despite a small gain over the past month. See our latest analysis for Macy's. Set against a weaker 90 day share price return of a 7.13% decline and an 8.44% decline year to date, Macy's 1 year total shareholder return of 49.99% shows how much dividends and previous gains have mattered, with recent momentum...
NYSE:AIG
NYSE:AIGInsurance

Will AIG's Earnings Beat, Bigger Buyback, and Dividend Hike Change American International Group's (AIG) Narrative

American International Group recently reported earnings that exceeded Wall Street expectations, unveiled a multi-billion-dollar share repurchase plan, and raised its US dollar dividend as part of its ongoing shift toward property, casualty, commercial, and specialty insurance while continuing to separate its life and retirement operations. This combination of an earnings beat, enhanced capital returns, and a clearer focus on core insurance lines reinforces AIG’s recovery and restructuring...
NYSE:LUMN
NYSE:LUMNTelecom

Is Lumen Technologies (LUMN) Still Appealing After Recent Share Price Pullback?

If you are wondering whether Lumen Technologies at around US$7.45 is a bargain or a value trap, you are not alone. The answer comes down to how you look at its valuation. The share price has pulled back recently, with a 7.9% decline over the last week and a 13.1% decline over the last month, even though the 1 year return sits at 67.8% and the 3 year return at 119.1%. These swings have kept Lumen on many investors' watchlists, as the market reassesses the balance between its long term...
NasdaqGM:LAND
NasdaqGM:LANDSpecialized REITs

Is Gladstone Land’s Q4 2025 Earnings Surge Altering The Investment Case For Gladstone Land (LAND)?

In the past quarter, Gladstone Land Corporation reported fourth-quarter 2025 sales of US$41.45 million and net income of US$4.21 million, alongside full-year 2025 revenue of US$88.34 million and net income of US$13.53 million. The sharp year-over-year improvement in quarterly sales and earnings contrasts with softer full-year sales, highlighting how recent operational performance may be shifting for this farmland-focused REIT. Next, we’ll consider how this strong quarterly earnings growth,...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Is It Time To Reassess Luckin Coffee (OTCPK:LKNC.Y) After Its Recent Share Price Strength?

If you are wondering whether Luckin Coffee's current share price reflects its true worth, you are not alone. This article is designed to walk you through what the market might be pricing in. The stock recently closed at US$38.00, with share price returns of 0.1% over 7 days, 13.7% over 30 days, 7.3% year to date, 26.7% over 1 year and 27.9% over 3 years, plus a very large gain over 5 years that is close to 5x the starting price. Recent headlines around Luckin Coffee have focused on its...
NasdaqGS:MGEE
NasdaqGS:MGEEElectric Utilities

MGE Energy (MGEE) Valuation After Earnings Growth Renewables Expansion And New Capital Plans

MGE Energy (MGEE) is back in focus after reporting higher 2025 revenue and net income, supported by new renewable projects, while also filing a US$100 million at the market equity offering and a US$164.3 million universal shelf. See our latest analysis for MGE Energy. At a share price of US$82.56, MGE Energy has logged a 5.0% 30 day share price return and a 5.3% year to date share price return. The 1 year total shareholder return of 10.4% contrasts with a 41.8% total shareholder return over...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Assessing Bel Fuse (NasdaqGS:BELF.A) Valuation After A Strong Multi Month Share Price Rally

Recent performance snapshot Bel Fuse (BELF.A) has drawn fresh attention after a strong recent run, with the share price showing a 19% gain over the past month and a 67% move in the past 3 months. See our latest analysis for Bel Fuse. The recent momentum is building rather than fading, with a 30 day share price return of 19.2% and a 90 day share price return of 67%, alongside a 1 year total shareholder return of 161.2%. If Bel Fuse’s run has you thinking about where else strong trends might...
NYSE:BBY
NYSE:BBYSpecialty Retail

Is Best Buy (BBY) Pricing Reflect A Potential Opportunity After Prolonged Share Price Weakness

If you are wondering whether Best Buy's current share price reflects its true worth, this article walks through the key numbers so you can judge the value story for yourself. Best Buy shares last closed at US$62.73, with returns of 5.1% decline over 7 days, 6.4% decline over 30 days, 9.3% decline year to date, 26.6% decline over 1 year and 12.8% decline over 3 years, extending to 24.3% decline over 5 years. Recent headlines have focused on Best Buy as a bellwether for big box electronics...
NYSE:BIRK
NYSE:BIRKLuxury

A Look At Birkenstock Holding (BIRK) Valuation After Q1 Growth, 2026 Plans And Potential Share Buyback

Birkenstock Holding (BIRK) is back in focus after reporting first quarter results with higher sales and net income, reaffirming its 2026 earnings guidance, planning about 40 new stores, and weighing a potential share repurchase. See our latest analysis for Birkenstock Holding. Despite the Q1 earnings beat, confirmed 2026 guidance, store rollout plans and a possible buyback, Birkenstock Holding’s recent momentum has been soft. The 7 day share price return is 6.84% and the 1 year total...
NYSE:LUV
NYSE:LUVAirlines

Southwest Starlink WiFi Push Raises New Questions For LUV Investors

Southwest Airlines (NYSE:LUV) is partnering with SpaceX’s Starlink to roll out high-speed satellite WiFi across its fleet. The airline plans to offer free inflight WiFi to loyalty program members, alongside broader cabin upgrades such as new seating, in-seat power, and added legroom options. This move positions Southwest as the largest US carrier aiming for fleetwide free WiFi tied to its loyalty program. Southwest Airlines focuses on US point to point air travel with a single class cabin,...
NasdaqGS:NTSK
NasdaqGS:NTSKSoftware

Can Netskope (NTSK) Turn AI Network Performance Into a Defensible Enterprise Security Advantage?

Earlier today, Netskope announced NewEdge AI Fast Path, a set of NewEdge cloud capabilities that optimizes secure, low-latency network paths to critical AI destinations across public, private, and neo-cloud environments. By tightly controlling its own global edge infrastructure and extensive AI-focused peering, Netskope aims to combine performance, resilience, and security for demanding enterprise AI workloads such as agentic AI, RAG, and LLM access. Now we’ll look at how NewEdge AI Fast...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Is Navan (NAVN) Offering An Opportunity After Recent Share Price Pullback?

If you are wondering whether Navan's current share price lines up with its underlying value, you are not alone. This article will walk through what the numbers actually say. Navan's stock has recently been under pressure, with a 7 day return of a 5.1% decline, a 30 day return of a 36.8% decline, and a year to date return of a 41.8% decline. These moves can change how investors think about both risk and potential opportunity. Recent news coverage around Navan has focused on its position in...
NYSE:ORI
NYSE:ORIInsurance

A Look At Old Republic International’s (ORI) Valuation After A Steady Quarter And Dividend Increase

Old Republic International (ORI) drew fresh attention after reporting a steady quarter and raising its dividend again, which underscored management’s focus on balance sheet strength and disciplined underwriting for income-oriented shareholders. See our latest analysis for Old Republic International. At a share price of $41.99, Old Republic’s recent 10.67% 1 month share price return contrasts with a 9.52% 3 month share price decline. At the same time, a 22.61% 1 year total shareholder return...