U.S. Hotel and Resort REITs Stock News

Why Trimble stock is back on investor radar ahead of Q2 earnings Trimble (TRMB) is drawing renewed attention as investors look ahead to its second quarter 2026 earnings call on August 12, with sentiment shifting after earlier concerns around hardware demand and macro conditions. See our latest analysis for Trimble. Trimble's recent share price move to US$59.53 comes after a 13.61% 1 month share price return and 5.21% 7 day return. However, the share price is still down 24% year to date and...

Viatris stock barely budged on the earnings release, up less than 1% and trading around US$16. That muted move sits awkwardly beside a headline that is anything but quiet. The company delivered Q2 adjusted earnings per share of US$0.69 on revenue of about US$3.8b, and management lifted full year guidance for revenue, adjusted earnings before interest, tax, depreciation and amortisation, and adjusted earnings per share. The market is treating this as a routine quarter. The numbers highlight a...

In early August 2026, Kratos Defense & Security Solutions reported higher second-quarter and year-to-date revenue and earnings and raised its 2026 revenue guidance to US$1.75–US$1.81 billion, while also securing a U.S. Army DEVCOM C5ISR contract to develop an Enhanced Seeker for the Javelin Close Combat Missile System. These developments, alongside the early completion of a US$50 million hypersonic payload facility and progress in advanced propulsion, underscore Kratos’ growing role in...

Mach Natural Resources (NYSE:MNR) is shifting its development focus toward oil-weighted projects, including a restart of its Oswego drilling program. The company outlined changes to its 2026 production outlook that reflect higher oil exposure and reduced emphasis on gas-focused activity. Certain gas-weighted projects are now scheduled for later execution, with some work deferred to 2027. For readers looking to compare this move by Mach Natural Resources with other energy transition themes,...

StepStone Group dropped almost 8% today, yet the stock’s slide sits awkwardly against an earnings print built around one clear headline. Fee related earnings and fee revenue from the investment platform looked firm for a listed alternatives manager that lives and dies by recurring fees, while the GAAP loss of about US$116 million was driven largely by accounting around a Private Wealth buy in. For you as an investor, the real story is the strength of fee related earnings and the Private...

The market punished Sabre on the earnings headline, with the stock sliding about 8% to around US$2. Yet the quarter itself told a more complicated story. Revenue landed near US$712 million and normalized adjusted earnings before interest, tax, depreciation and amortization reached US$151 million, which translated into a solid margin for a travel technology business still working back from losses. The key issue for investors now is not whether Sabre can generate profit on an adjusted basis. It...

The market clipped Aurinia Pharmaceuticals by about 2% today, which might suggest investors saw something worrying in the print. The headline numbers tell a different story. Q2 total revenue landed at US$83.22m and basic earnings per share came in at US$0.29, both sitting comfortably within a profitable run that now stretches across several quarters. The real swing factor is Aurinia’s very large trailing 12 month earnings, heavily influenced by non cash items. This leaves the stock trading on...

indie Semiconductor came into this print as a high growth auto chip story with a bruised share price, down over the past month and quarter. The stock just ripped 17.8% higher to US$4.04 in a single session. The headline is simple: Revenue reached US$64.0m in the quarter and the loss narrowed, yet the company still reported a meaningful net loss of US$37.1m. The market is cheering the direction of travel, while the income statement still reminds you this is a work in progress. Is indie...

Artivion stock edged up about 2% into the close, which is a mild reaction to a quarter that pulled investor psychology in opposite directions. Top line momentum was clear, with Q2 revenue of US$125.8m and solid growth in key aortic products, yet the company swung to a quarterly loss with basic earnings per share moving into negative territory. The market seems to be rewarding revenue traction and the fresh AMDS approval more than it is punishing compressed margins and weaker profitability. Is...

Gevo stock jumped about 9% to US$1.57 after its Q2 earnings, a sharp move for a company that has spent the past quarter drifting and remains down over the last three months. The market is cheering one thing above all else: management pushed adjusted EBITDA guidance for 2026 to more than US$60 million while also reporting Q2 adjusted EBITDA of US$11 million from US$47 million of revenue. The catch is the headline GAAP loss of about US$177 million, driven largely by a one time non cash...

What the new M&A capacity means for Arthur J. Gallagher stock Arthur J. Gallagher (AJG) put merger and acquisition plans in the spotlight during its second quarter 2026 earnings call, as management outlined up to US$10b of capital that could be deployed over the next two years. CFO Douglas Howell highlighted US$3.4b of expected tax credits and deductible amortization, which he described as cash flow support for potential deals. He also pointed to a strong pipeline of acquisition targets that...

Karat Packaging stock jumped 11.1% today, capping a sharp run over the past three months, and the market is treating this quarter as a clean win. The emotional driver is simple: investors are keying in on a record Q2 net sales figure of US$136.3m and an earnings per share figure of US$1.47 that stands well above recent quarters. The question now is whether that enthusiasm fits the underlying story. A large one-time tariff refund sits at the heart of this profit surge, which means today’s...

Silvaco Group just watched its stock slide 11.2% to US$7.65 in the first full session after earnings, even as the headline result was the first clean step toward profitability. Behind the selling, the company posted Q2 revenue of US$17.8m and moved into a small non GAAP profit, helped by an 86.8% gross margin and tighter cost control. The market is trading the long history of losses and recent share volatility. The quarter itself tells a different story, with the real tension now between fear...

Nuvation Bio stock jumped about 8% to US$6.60 after its Q2 earnings, a sharp move for a small oncology player that investors largely treat as a long haul drug platform story. The headline this quarter is not a surprise profit. It is the pressure on the income statement as the company leans into commercial and research spending, with a Q2 net loss of US$62.8m on US$31.7m of revenue. For you as a shareholder, the question now is whether that widening loss is tolerable in exchange for the...

Valhi stock barely flinched after earnings, slipping only 0.7% to US$15.89, even though the quarter marked a sharp break from its recent loss making record. The company posted Q2 basic earnings per share of US$0.78 on revenue of US$627.6m, a clear swing back into the black after a run of weak trailing results. For a stock that has been priced cheaply on sales and wrestling with unprofitable trailing figures, a profitable quarter changes the conversation. The key question now is whether this...

Northern Oil and Gas came into this earnings print looking like a value story that had stalled, with the stock down over the past three months despite double digit gains in the last month. The 6.5% jump to about US$21.60 after the Q2 release shows investors reacting to one thing above all else: free cash flow swung sharply higher, with adjusted EBITDA and cash generation rebounding from a weak Q1 and putting real weight behind the long term thesis. Love Northern Oil and Gas' free cash flow...

In recent weeks, Lockheed Martin’s Skunk Works, the U.S. Air Force Test Pilot School and partners used an AI agent on the X-62 VISTA to autonomously execute 27 live air intercepts using real-time sensor data, while the U.S. government awarded a seven-year undefinitized contract action modification for up to US$53.86 billion to accelerate PAC-3 MSE interceptor production. Together, these advances in sensor-driven autonomy and large-scale missile procurement highlight Lockheed Martin’s role at...

US Foods Holding stock barely flinched on the headline, with a move of about 1.8% despite one of its strongest quarters in years. The market saw another green day for a food distributor. The earnings told a sharper story. Q2 adjusted earnings per share landed at US$1.44 with record adjusted EBITDA of US$604 million and a 5.7% adjusted EBITDA margin. That margin performance sits at the heart of this print. The stock came into results already on a strong multi month run, so today’s restrained...

Kingsway stock jumped 12.8% to US$10.24 after the Q2 print, a sharp move for a company that has spent years wrestling with losses. The headline this time is margin and profit relief. Consolidated net income flipped to a US$0.2 million profit from a loss a year ago, while adjusted earnings before interest, tax, depreciation and amortisation reached US$5.2 million. That is the story traders are chasing today. For investors thinking beyond a single quarter, the question is how this early profit...

Investors pushed KLA up 2.5% to about US$198 in the session after earnings, even though the stock had slipped around 10% over the past month. The move reflects a simple reality. The market had been uneasy about a premium P/E and a stock trading well above a recent discounted cash flow estimate. The new quarter just put hard numbers under the long term thesis. The headline is straightforward. KLA reported record quarterly revenue of US$3.66b and delivered strong non GAAP earnings per share...

Surrozen jumped 18.4% to US$25.62 after its latest earnings, a sharp move for a biotech that still sits on deep losses. Traders are reacting to the headline surge, while the longer view remains far more complicated. The company continues to post sizeable losses on a small revenue base, and the stock already trades on a rich price to sales multiple versus other biotechs. For long term investors, the real story is not today’s pop. It is how Surrozen plans to fund itself, confront negative...

VAALCO Energy went into this earnings print with a muted three month share performance, and the stock then jumped 7.6% to US$5.55 once investors saw the numbers. The quarter headline is simple. A company that had just reported a loss of US$93.9 million in Q1 swung to net income of US$42.4 million in Q2 on revenue of US$135.2 million. For an oil and gas producer that has been wrestling with losses over the past year, that kind of earnings swing grabs attention. The rest of the report explains...

Nexstar Media Group stock closed up 3.1% at US$193.78, which indicates traders responded positively to the headline. The core story is in the cash flow. Quarterly revenue reached roughly US$2.0b and adjusted free cash flow was US$238m, more than double a year earlier, as the TEGNA deal, political advertising and major sports events contributed to higher broadcast and distribution results. In the short term, this appears to be a relief rally after a volatile 90-day period. Over a longer...

Gen Digital stock came into this earnings print on a strong run, with the share price up about 29% over the past three months and another 3.8% added today. The market is cheering a cyber security business that just reported double digit revenue growth in Q1 and lifted its full year outlook. That is the short term story. The longer term question for you is whether this quarter represents a durable earnings and margin reset for Gen Digital or just a positive chapter in a choppy profit history...