U.S. Hotel and Resort REITs Stock News

Jabil stock has delivered a very large 5 year return, yet at around US$315 per share the intrinsic value estimate based on a Discounted Cash Flow (DCF) model and the market multiples both still point to the shares screening as undervalued. Jabil has returned 436.5% over the past 5 years, which puts extra focus on whether the current price still offers a margin between market value and intrinsic value. The key support for the current valuation is the market's view of Jabil's ability to keep...

WisdomTree stock came into this earnings season with a strong run, up double digits over the past quarter, yet the immediate reaction after the release was a measured 3% gain. That move understates how striking the profit picture looked. Adjusted operating margin landed above 40% and Q2 revenue reached US$177.2m. For an asset manager, that margin profile is the headline. It signals a business increasingly turning record assets under management and healthy flows into earnings power, even as...

Oppenheimer Holdings walked into this earnings season with a value label, trading on a trailing P/E of 11.8x against a far richer US capital markets peer group. The stock still slipped 3.7% to US$106.64 on the first trading day after results, as investors focused on a sharp swing from recent profits to a quarterly loss of US$20.6 million and basic earnings per share of US$1.93 in the red. The headline is simple: a firm that had reported strong recent earnings growth just printed a loss, and...

Roblox (RBLX) is back in focus after its latest earnings update and guidance reset triggered a sharp one day drop in the stock. Investors are reassessing how recent platform changes might affect future monetisation. See our latest analysis for Roblox. The sharp one day share price drop after Roblox updated guidance sits on top of already weak momentum, with the 1 day share price return down 26.85% and the year to date share price return down 56.02%. Over a longer horizon, the 1 year total...

The market loved nVent Electric’s latest quarter. The stock jumped 6.2% to US$153.83, even though it had been flat over the past week and slightly down over the past month and quarter. That is a sentiment reset in a single session. The spark was not a soft beat. nVent Electric delivered record Q2 sales of US$1.471b and adjusted earnings per share of US$1.45, with management lifting full year revenue and earnings guidance. Investors are treating this as confirmation that the data center and...

Viatris stock has delivered a strong 1 year run, yet its valuation checks still suggest the shares may be pricing in less optimism than that performance might imply. The stock has returned 107.2% over the past year, which puts recent enthusiasm front and center for anyone assessing what is already priced in. The recent U.S. FDA approval of the once weekly Gwyn Lo contraceptive patch can support sentiment around future revenue potential, while any execution issues in bringing new products to...

Surgery Partners (SGRY) recently reaffirmed its 2026 earnings guidance, telling investors to expect revenues between US$3.35b and US$3.45b. This keeps attention on how the company balances this outlook with ongoing operational challenges. See our latest analysis for Surgery Partners. Despite reaffirmed guidance, Surgery Partners’ recent trading tells a mixed story. The stock has fallen about 7% on a 30 day share price return basis but is still up nearly 8% over 90 days. The 1 year total...

Strategy stock has fallen sharply over the past year yet still shows a very strong 3 year return, and the company now screens as undervalued on market multiples while carrying a low overall value score. With fresh headlines focused on its Bitcoin exposure and new valuation metrics, investors are trying to work out whether the recent share price slide has moved Strategy closer to a genuine bargain or just reset expectations. Strategy has returned 147.4% over the past 3 years, which points to...

Lamar Advertising (LAMR) has drawn fresh attention after recent share price moves, with the stock closing at US$159.96. Investors are weighing this against the company’s size, business mix and recent return profile. See our latest analysis for Lamar Advertising. While Lamar Advertising’s share price eased 0.43% over the last session to US$159.96, the 90 day share price return of 13.97% and one year total shareholder return of 38.95% indicate momentum has been building over both shorter and...

In late July 2026, Altria Group reported second-quarter 2026 results showing sales of US$5,356 million, slightly higher than a year earlier, while net income and earnings per share from continuing operations dipped modestly and the company continued its share repurchase program. Management also modestly raised full-year adjusted earnings guidance on the back of cigarette pricing and growth in smoke-free products, particularly nicotine pouches, while signaling ongoing investment and...

In late July 2026, Seagate Technology Holdings reported fourth-quarter sales of US$3,629 million and net income of US$1,294 million, with full-year revenue reaching US$12.20 billion and earnings of US$3.18 billion, and also declared a quarterly dividend of US$0.74 per share payable in October 2026. The earnings release, combined with revenue guidance of about US$4.10 billion for the first quarter of fiscal 2027, highlighted how stronger profitability and forward visibility are influencing...

NWPX Infrastructure (NWPX) has drawn fresh attention after reporting second quarter 2026 results on 29 July. Revenue reached US$159.48 million and net income was US$15.83 million, with earnings per share higher than a year earlier. See our latest analysis for NWPX Infrastructure. The latest earnings release has come after a strong run in NWPX Infrastructure’s share price, with the stock up 95.27% year to date and delivering a 203.60% total shareholder return over the past year. This comes...

Lincoln Educational Services stock has delivered very strong gains over the past few years, yet investors now face a split valuation picture where the Discounted Cash Flow (DCF) intrinsic value suggests a sizeable discount to current pricing, while earnings-based multiples point to a richer valuation. Lincoln Educational Services has returned very close to 5x over the past 3 years, which puts extra focus on whether recent gains are fully backed by fundamentals. Expectations for the company...

VICI Properties earnings spark fresh look at the stock VICI Properties (VICI) is back in focus after second quarter 2026 results showed adjusted funds from operations of $0.62 per share, revenue ahead of estimates, and a higher low end for full year AFFO guidance. See our latest analysis for VICI Properties. Despite the earnings beat and raised AFFO guidance, VICI Properties’ share price has been weak, with a 90 day share price return that declined 7.8% and a 1 year total shareholder return...

Cooling inflation, falling energy prices in June and a likely squeeze on retirees’ real spending power are reshaping how investors think about steady, everyday spending on essentials. Consumer staples stocks often sit at the center of that conversation, because they sell the products that households keep buying even as Social Security adjustments and Medicare costs shift budgets. This article looks at three Consumer Staples Stocks screener picks that appear positively exposed to the latest...

Tempus AI Q2 results and why the stock is back on radar Tempus AI (TEM) is back in focus after Q2 2026 results showed higher revenue, a swing to quarterly profitability, raised full year revenue guidance, a new FDA approval, and a fresh data partnership with BioNTech. See our latest analysis for Tempus AI. Tempus AI's latest share price of US$43.87 comes after a 7 day share price return of 2.76%. However, the 30 day share price return is down 27.21% and the year to date share price return is...

Organon just posted fresh quarterly numbers and the stock has gone nowhere. The share price sits flat at US$13.55, even as the latest earnings reset the story after a recent quarterly loss. That calm surface hides a real debate. Profitability has been squeezed, with net profit margin over the last year at 4% compared with 11.9% a year earlier, and interest costs are pressing hard on earnings. For you as an investor, the question is simple: Is the market correctly pricing a balance sheet under...

MARA Holdings comes into focus with a weak long term share price record and a low overall value score, even as investors weigh its pivot toward AI data centers and ongoing legal disputes in France. The question for investors is whether the recent share price leaves enough room for a margin of safety after years of falling returns. Over the last 5 years, MARA Holdings stock has declined 66.9%, which signals that long term shareholders have taken on significant capital losses. The push into AI...

Long-term Treasury yields have jumped to levels not seen since before the financial crisis, and the Federal Reserve looks comfortable letting borrowing costs stay higher for longer. That combination tends to put pressure on richly priced growth stocks and draw more attention to companies that already return a lot of cash to shareholders. High projected dividend yields of 4% or more, backed by solid balance sheets and reasonable payout ratios, can look especially interesting when bond markets...

Linde shareholders woke up to a shock. The stock is down almost 6% from the prior close, even though the company just posted record quarterly sales of about US$9.3b and record earnings per share above US$4.40. The headline this quarter is not demand or growth. It is a squeeze in operating margin that clipped sentiment just as expectations around premium industrial gas profits had risen. That tension between record income and softer profitability is what is driving today’s repricing. The rest...

In the past quarter, ExxonMobil Holdings reported second‑quarter 2026 revenue of US$116.02 billion and net income of US$14.53 billion, while affirming a US$1.03 per share third‑quarter dividend and completing US$81.63 billion of share repurchases since 2021. The results underscored how Middle East supply disruptions and tight global refining capacity boosted earnings and cash generation even as profits fell short of analyst forecasts. Next, we’ll examine how Exxon's higher profits amid...

Kratos Defense & Security Solutions (KTOS) has just finished its Indiana Payload Integration Facility for hypersonic systems ahead of schedule, alongside validated turbomachinery work for Lockheed Martin’s ramjet program, putting fresh attention on the stock. See our latest analysis for Kratos Defense & Security Solutions. These project milestones come as Kratos Defense & Security Solutions trades at US$46.60, with the share price down 12.14% over the past month and 41.23% year to date. At...

IES Holdings stock jumped 30.3% to about US$744 even though expectations were already elevated coming into the print. The market clearly responded positively to the headline, with the construction and infrastructure specialist posting Q3 revenue of about US$1.24b and basic earnings per share of US$7.67. That is a powerful short term jolt. You should not focus only on today’s spike. Trailing twelve month earnings per share of US$22.82 and an implied P/E of 32.7x against peers now put the long...

OceanFirst Financial stock has returned 23.4% over the past year, yet the valuation signals are split, with the Excess Returns intrinsic value estimate pointing to upside while traditional earnings based multiples suggest the shares screen as expensive. For investors, that mix raises questions about how much of the recent share price strength already reflects the company’s fundamentals. Over the last 12 months, OceanFirst Financial has delivered a 23.4% share price gain, which puts recent...