U.S. Hotel and Resort REITs Stock News

KeyCorp reported second-quarter 2025 earnings per share from continuing operations of 35 cents, beating estimates, with results supported by increased net interest and fee income. Management raised its net interest income and margin outlook, now forecasting a net interest margin of at least 2.75% by late 2025 and topping 3% by the end of 2026. We'll explore how KeyCorp’s improved net interest income outlook influences the latest investment narrative for the company. Find companies with...

Jefferies Financial Group recently completed and announced several fixed-income offerings, including senior unsecured notes with fixed coupons ranging from 5.50% to 6.25% and maturities between 2035 and 2045, raising millions in new capital. The mix of callable, global medium-term notes with varying maturities may reshape Jefferies' funding flexibility and have meaningful implications for its capital allocation strategies. We'll explore how the company's expanded funding through multiple...

In the past week, Federal Reserve Chair Jerome Powell delivered dovish remarks at the Jackson Hole symposium, suggesting upcoming interest rate cuts and signaling a shift in US monetary policy that eased market concerns about prolonged high rates. A unique insight is that this shift in the interest rate outlook not only improved general investor confidence, but also benefitted companies with manageable debt like RBC Bearings, whose ability to convert earnings into free cash flow has...

Earlier this week, Synchrony Financial posted stronger-than-expected quarterly earnings driven by greater efficiency and a drop in credit losses, alongside continued capital returns through share buybacks and dividends. This came as signals from the Federal Reserve hinted at possible interest rate cuts, boosting investor sentiment around Synchrony's balance sheet strength and earnings outlook. We'll examine how Synchrony's operational improvements and positive Fed signals could influence the...

Exponent (EXPO) just delivered its latest quarterly report. While the company managed to edge past analyst revenue expectations, its guidance for next quarter did not quite hit the mark. Revenue was flat compared to last year, but Exponent’s disciplined approach still helped it surpass what Wall Street had penciled in. This update presents a mixed picture for shareholders. Investors now face a tough question: does this strong operational execution offset concerns about muted top-line growth...

Earlier this week, Credit Acceptance was recognized as one of PEOPLE Magazine's 100 Companies That Care® for the fourth consecutive year, rising to 44th place and earning multiple other workplace awards in 2025. This continued recognition highlights Credit Acceptance's emphasis on employee support, remote-first policies, and community engagement, reflecting ongoing organizational stability and positive workplace culture. We'll examine how Credit Acceptance's workplace accolades and...

Carillon Tower Advisers recently highlighted ATI Inc.'s second-quarter 2025 performance, noting that the company exceeded operating expectations and is well positioned in the aerospace specialty alloys market, supported by a 4% year-over-year revenue increase and new contracts with a large OEM customer. An interesting insight is ATI's growing exposure to next-generation aircraft platforms and a favorable pricing environment, which, together with new OEM partnerships, have contributed to...

Thinking of what to do with First Solar stock right now? You are not alone. Over the past few months, First Solar has grabbed attention not just for its technological edge in solar panels, but also because its stock price has been on quite a ride. In the last 90 days, shares have surged by nearly 28%, capping a month where the stock climbed over 12%. On a five-year timeline, the total return clocks in at more than 150%. Those are eye-catching numbers, and for anyone tracking the clean energy...

Dollar Tree stock is one of those names that has a knack for getting investors talking. If you are wondering whether it is a bargain hiding in plain sight or a value trap, you are not alone. Over the past year, Dollar Tree's price chart has been anything but dull. The stock has soared nearly 48% year-to-date and climbed close to 17% over the last twelve months. This is a pretty solid achievement in a choppy retail sector. After a tough stretch over the past three years, where total returns...

Bloom Energy (NYSE:BE) is a stock that is suddenly front and center for anyone tracking the intersection of energy and artificial intelligence. That spotlight intensified after a flurry of news: fresh partnerships with cloud giants like Oracle, public plans to double manufacturing capacity to 2 GW by 2026, and the addition of senior executives with deep sector ties. These developments signal the company’s ambition to be a cornerstone for powering data centers as AI and cloud demand reshape...

Celldex Therapeutics (CLDX) just announced the results from its Phase 2 trial of barzolvolimab in eosinophilic esophagitis, and the news has sparked fresh debate among investors. The drug hit its primary biological target by substantially reducing mast cell counts in the esophagus, but this breakthrough on the cellular level did not translate to meaningful symptom improvement for patients. As a result, the company is stopping development of barzolvolimab for this indication. However, it is...

QXO (NYSE:QXO) just turned quite a few heads with its latest earnings release. The company saw sales surge to over $1.9 billion for the quarter, a significant increase from just $14.5 million in the same period last year. However, net losses also expanded, with QXO reporting a $58.5 million loss compared to just $0.6 million a year ago. Even with this notable revenue growth, there are questions about how much confidence the market has in QXO’s path to profitability. This earnings news arrives...

Key Insights Using the 2 Stage Free Cash Flow to Equity, National Beverage fair value estimate is US$54.82 Current...

If you have been tracking UGI (UGI) lately, you probably noticed the steady buzz after its announcement of a new $300 million senior secured revolving loan facility earlier this month. This amendment to its credit agreement, coming on the heels of public praise from investment managers about the company’s improved financial footing and disciplined approach to debt, is a tangible move by management to shore up liquidity. For investors, this is not just another financing update; it offers a...

OSI Systems, Inc. recently announced its fourth quarter and full-year 2025 results, reporting quarterly revenue of US$504.99 million and net income of US$52.75 million, with full-year revenue reaching US$1.71 billion and net income of US$149.64 million. The company ended the fiscal year with a record US$1.8 billion backlog, citing significant opportunities from recent U.S. security legislation and raising its fiscal 2026 revenue outlook to between US$1.81 billion and US$1.85 billion. To...

If you have been watching Taiwan Semiconductor Manufacturing (NYSE:TSM), you might have noticed shares moving a bit higher lately, with the stock gaining around 2% after its latest trading session. This move hasn’t been tied to flashy AI headlines or massive corporate shakeups. Instead, it is the sort of jump that grabs investors’ attention and makes you wonder whether there is something bubbling under the surface or if this is just another moment in the stock’s ongoing volatility. Looking at...

National Vision Holdings recently announced a major visual brand transformation for its America's Best retail brand, introducing a new logo, updated brand identity, and a marketing campaign spanning major cable and streaming platforms. This comprehensive rebranding effort underscores the company's emphasis on accessible, high-quality eye care for Americans and showcases a fresh, modernized image intended to strengthen consumer engagement. We'll explore how America's Best's brand reinvention...

In recent days, WESCO International saw Executive Vice President and Chief Information & Digital Officer Akash Khurana sell 7,000 shares, alongside several analyst upgrades citing strong quarterly performance and robust results in data center growth. This combination of insider selling and renewed analyst optimism reflects both the company’s internal shifts and growing external confidence in its operations, especially within expanding segments. We’ll examine how analyst upgrades driven by...

DigitalBridge Group (DBRG) is turning heads this month, and not just because of a miss on recent earnings. The real spark has been news of its portfolio company, Vantage Data Centers, launching an ambitious $25 billion hyperscale AI data center campus in Texas. For investors weighing their options, the move signals a bold strategy. DigitalBridge is staking a claim at the heart of fast-growing demand for AI infrastructure, even as revenue numbers lagged expectations this...

Earlier this month, Zoetis completed two major fixed-income offerings totaling approximately US$1.85 billion, issuing callable senior unsecured notes maturing in 2028 and 2035 with multiple global underwriters including Goldman Sachs, HSBC, and Standard Chartered added as co-leads. This broadening of the underwriting syndicate alongside the sizeable capital raise highlights Zoetis’ focus on funding flexibility and support for its long-term growth initiatives. We’ll explore how Zoetis’...

Saw Mohawk Industries (MHK) move higher this week? The stock surged 7% after Federal Reserve Chair Jerome Powell hinted interest rates could be coming down soon, a signal that caught investors' attention in a significant way. Since companies like Mohawk depend on healthy consumer spending and a strong housing market, the prospect of lower borrowing costs is definitely front and center for anyone tracking the flooring sector. Mohawk’s recent move stands in sharp contrast to where it was...

Following remarks from Federal Reserve Chair Jerome Powell suggesting possible interest rate cuts, regional banks, including Axos Financial, experienced boosted investor sentiment amid reduced concerns over prolonged high rates and economic uncertainty. Axos Financial also released its annual report citing strong net interest income growth, significant acquisitions of loan portfolios, and active capital management, underlining operational strength and long-term growth planning. To assess how...

Expedia Group recently garnered heightened attention after analysts revised earnings estimates upward for fiscal 2025, citing strong underlying financial momentum. This shift has positioned Expedia as an appealing choice for momentum-oriented investors, reflecting a convergence of analyst optimism and robust earnings fundamentals. We'll explore how these upward analyst revisions and momentum in fundamentals may influence Expedia Group's long-term investment thesis. Uncover the next big thing...

XP (NasdaqGS:XP) just dropped its second quarter results, and the numbers have plenty for investors to consider. Earnings per share came in higher than analysts expected, which always makes headlines, with profit margins up to 31%. While revenue was slightly lower than forecasts, XP’s management is expressing confidence in the path ahead by highlighting faster-than-industry revenue growth projections over the next three years. This combination of mixed results and an optimistic outlook...