U.S. Hotel and Resort REITs Stock News

NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP) Valuation Check After Recent Momentum And Rich P/E Premium

Brookfield Infrastructure Partners (NYSE:BIP) has drawn fresh attention after recent trading, with the units closing at $38.69. For investors, that price sits against a backdrop of varied short and longer term returns. See our latest analysis for Brookfield Infrastructure Partners. Recent trading has been a little softer in the very near term, but a 10.1% 1 month share price return and 12.8% year to date share price return sit alongside a 21.8% 1 year total shareholder return. This suggests...
NYSE:DAL
NYSE:DALAirlines

The Bull Case For Delta Air Lines (DAL) Could Change Following A Major Airbus Wide-Body Fleet Refresh

Delta Air Lines recently confirmed a major order for 31 Airbus wide-body jets, converting 10 options into firm purchases and adding options for 20 more aircraft as part of its effort to modernize its international fleet and replace older long-haul planes. This fleet refresh focuses on newer, more fuel-efficient aircraft aimed at serving resilient premium international demand from corporate and high-income travelers, underscoring how Delta is prioritizing higher-value segments of the...
NYSE:SSD
NYSE:SSDBuilding

Is It Too Late To Consider Simpson Manufacturing (SSD) After Strong Multi‑Year Share Gains?

If you are wondering whether Simpson Manufacturing at around US$206 a share still offers value or is looking expensive, you are not alone. The stock has recently posted returns of 0.1% over 7 days, 9.5% over 30 days, 25.1% year to date and 17.5% over 1 year, with longer term figures of 96.2% over 3 years and 117.6% over 5 years that can influence how investors think about upside and risk. Recent coverage has focused on Simpson Manufacturing as a long established construction products...
NYSE:MDT
NYSE:MDTMedical Equipment

Medtronic (MDT) Margin Improvement To 13% Supports Earnings Growth Narrative

Medtronic (MDT) has reported Q3 2026 results with total revenue of US$9.0b, basic EPS of US$0.89 and net income excluding extra items of US$1,143m, with trailing twelve month EPS at US$3.60 on revenue of US$35.5b. The company has seen quarterly revenue move from US$8.3b in Q3 2025 to US$9.0b in Q3 2026, while basic EPS over that span has ranged between US$0.81 and US$1.07. This sets the backdrop for earnings growth of 8.3% over the last year and a modestly higher net margin of 13%. Taken...
NasdaqGS:JBHT
NasdaqGS:JBHTTransportation

Director Share Sale At J.B. Hunt Raises Questions On Valuation And Momentum

A director at J.B. Hunt Transport Services recently sold company shares, extending a pattern of insider selling over the past year. The transactions add fresh attention to insider activity at NasdaqGS:JBHT as the stock trades at $223.51. Investors are watching these moves closely as they weigh management sentiment against recent share price performance. For context, NasdaqGS:JBHT shares last closed at $223.51, with the stock up 9.4% over the past 30 days and 13.6% year to date. Over the...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart’s US$1t Milestone Signals Shift Toward Tech Enabled Commerce Platform

Walmart has become the first traditional retailer to surpass a $1 trillion market capitalization. The company highlights its shift toward a technology enabled commerce platform using AI, automation, and e commerce. Walmart is rolling out next generation Supercenters, including a new modern store in Jacksonville, Florida. For investors watching NasdaqGS:WMT, this milestone sits alongside a current share price of $128.85 and multi year returns that some may view as strong, with the stock up...
NYSE:VMC
NYSE:VMCBasic Materials

Vulcan Materials (VMC) Net Margin Improvement Tests Premium Valuation Narrative

Vulcan Materials (VMC) has wrapped up FY 2025 with fourth quarter revenue of US$1,912.6 million and basic EPS of US$1.92, while trailing twelve month revenue came in at US$7.9 billion with EPS of US$8.19. Over the past few quarters, the company has seen revenue move from US$1,853.7 million and EPS of US$2.24 in Q4 2024 to US$1,912.6 million and EPS of US$1.92 in Q4 2025. Over the same period, trailing twelve month EPS rose from US$6.95 to US$8.19 as revenue edged from US$7.4 billion to US$7.9...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington (HBAN) Is Down 5.9% After Outsourcing Wealth Unit And Issuing 2027 Guidance - Has The Bull Case Changed?

In February 2026, Huntington Bancshares announced it will outsource its approximately US$28.00 billion wealth management business to Ameriprise, while recent disclosures show no shares were repurchased under its 2025 buyback authorization and the bank issued 2027 guidance of about US$12.60 billion in revenue with earnings per share of US$1.90–US$1.93. This reshaping of Huntington’s wealth offering and board, through the addition of former Cadence Bank directors, marks a meaningful shift in...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Did PLP’s Expanded FulcrumAir Robotics Deal Just Rewire Preformed Line Products' (PLPC) Investment Narrative?

PLP and FulcrumAir recently announced an expanded multi-year partnership to co-develop next-generation robotic systems for overhead power line construction, aiming to boost efficiency, safety, and reliability for utilities worldwide. By deepening a collaboration that has already produced the LineSpider and LineFly robotic platforms, the companies are positioning themselves as early movers in automating critical grid infrastructure work. Next, we will examine how this push into advanced...
NYSE:W
NYSE:WSpecialty Retail

Is Wayfair's (W) Expanded Affirm Partnership Reframing Its Global Big-Ticket Home Purchase Strategy?

On 5 February 2026, Affirm announced it had expanded its partnership with Wayfair to offer transparent, split-payment options to shoppers in the UK and Canada, following an earlier rollout across US online and in-store checkouts. This move extends Wayfair’s flexible checkout experience into new international markets, potentially supporting higher conversion on big-ticket home purchases where upfront costs can be a hurdle. We’ll now examine how extending Affirm-powered split payments into the...
NYSE:VMI
NYSE:VMIConstruction

Flat 8.5% Margin At Valmont Industries (VMI) Tests Bulls’ Profitability Narrative

Valmont Industries (VMI) just wrapped up FY 2025 with Q4 revenue of US$1.0b and basic EPS of US$8.58, capped by trailing 12 month EPS of US$17.70 on revenue of about US$4.1b and net income of US$350.27m. The company has seen quarterly revenue hover around the US$1.0b mark over the past six quarters, while basic EPS has ranged from a quarterly loss of US$1.53 to a recent high of US$8.58. This puts the focus on how consistently those earnings can convert into margins and cash over time. See our...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

LGI Homes (LGIH) Margin Compression Reinforces Bearish Profitability Narratives

LGI Homes (LGIH) has just wrapped up FY 2025 with fourth quarter revenue of US$474 million and basic EPS of US$0.75, alongside trailing twelve month revenue of about US$1.7 billion and EPS of US$3.13 that frame the year in clear numerical terms. Over the past few quarters, the company has seen revenue move from US$651.9 million and EPS of US$2.96 in Q3 2024 to US$483.5 million and US$1.36 in Q2 2025, then US$396.6 million and US$0.85 in Q3 2025 before landing at the latest Q4 figures. This...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Are AI-Native Rivals Quietly Rewriting Braze’s (BRZE) Competitive Moat?

Earlier in February 2026, analysts at Stifel and Piper Sandler reiterated positive views on Braze while cautioning that recent advances by AI-native competitors and model providers are intensifying concerns about the durability of its growth profile. Despite these concerns, both firms highlighted Braze’s strong revenue and billings expansion and argued that its customer engagement platform and AI capabilities could give it a defensible edge versus other software providers facing...
NYSE:UNH
NYSE:UNHHealthcare

UnitedHealth Group Confronts Legal And Cybersecurity Shocks As Valuation Drops

UnitedHealth Group (NYSE:UNH) faced a cybersecurity incident, fraud allegations, and an antitrust lawsuit over the past year. These events raised questions about operational resilience, regulatory exposure, and how the company manages its scale in U.S. healthcare. Investors are watching how management adapts its risk controls, compliance efforts, and business priorities in response. UnitedHealth Group enters this period of scrutiny with its shares at $289.09, alongside a 1 year return of a...
NYSE:SSTK
NYSE:SSTKInteractive Media and Services

Shutterstock (SSTK) Posts Q4 Loss That Tests Bullish Margin Resilience Narrative

Shutterstock (SSTK) closed FY 2025 with fourth quarter revenue of US$220.2 million and a basic EPS loss of US$0.45, alongside trailing twelve month EPS of US$1.29 on revenue of US$989.9 million. The company has seen quarterly revenue move from US$250.3 million in Q4 2024 to a peak of US$267.0 million in Q2 2025 before settling at US$220.2 million in Q4. Basic EPS has ranged from a small Q4 2024 loss of US$0.04 to a Q2 2025 profit of US$0.84. For investors, the latest print sets up a results...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree Sees Institutional Bitcoin Shift Supporting Digital Asset Growth

WisdomTree (NYSE:WT) has flagged what it sees as a structural shift in the crypto market, with institutional investors playing a larger role in Bitcoin allocations. The firm suggests Bitcoin is increasingly treated as a longer term holding rather than a purely speculative trade, supported by more developed market infrastructure. This commentary comes as WisdomTree continues to build its digital asset offering alongside its broader ETF and asset management business. For investors watching...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Is Goodyear Tire & Rubber (GT) Now Attractive After A 14% One Year Share Price Decline

Wondering whether Goodyear Tire & Rubber at around US$8.86 is a bargain or a value trap? This article walks through what the numbers are actually saying about the stock. The share price has been under pressure, with returns of a 2.6% decline over the past week, a 2.5% decline over the past month, and a 14.3% decline over the last year, which may have changed how investors view both its potential and its risks. Recent coverage around Goodyear has focused on its position in the tire industry...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Assessing Nextpower (NXT) Valuation After New Jinko Solar Supply Agreement

What the new Jinko Solar agreement means for investors Nextpower (NXT) has signed a multi-year deal to supply more than 1 gigawatt of U.S.-manufactured steel module frames to Jinko Solar's Jacksonville facility, with the potential to scale to 3 gigawatts over three years. See our latest analysis for Nextpower. The Jinko Solar deal comes after a period of strong market interest, with a 27.17% 1 month share price return and a 36.70% 3 month share price return, while the 1 year total shareholder...
NYSE:POR
NYSE:PORElectric Utilities

Portland General Electric (POR) Margin Slippage Tests Bullish Earnings Growth Narrative

Portland General Electric (POR) has wrapped up FY 2025 with fourth quarter revenue of US$889 million and basic EPS of US$0.36, alongside trailing twelve month revenue of US$3.6 billion and EPS of US$2.77 that frame the latest results in a broader context. Over recent quarters the company has seen revenue move from US$929 million and EPS of US$0.91 in Q3 2024 to a range of US$807 million to US$952 million and EPS between US$0.36 and US$0.93 across FY 2025, giving investors a clear view of how...
NYSE:LLY
NYSE:LLYPharmaceuticals

Eli Lilly Readies Orforglipron As Broader Pipeline Shapes Valuation Story

Eli Lilly (NYSE:LLY) is preparing for the launch of its oral weight loss pill Orforglipron, backing it with large inventory build up and new manufacturing investment ahead of expected approval. The company and Scribe Therapeutics reached a key milestone in their collaboration on next generation CRISPR based genetic medicines. Lilly also reported a positive Phase 3 trial result for its cancer drug Retevmo in early stage lung cancer. For you as an investor, these updates highlight how Eli...
NYSE:CNH
NYSE:CNHMachinery

CNH Industrial (CNH) Margin Compression To 2.8% Tests Bullish Earnings Narratives

CNH Industrial FY 2025 Results: Earnings Power Under the Microscope CNH Industrial (NYSE:CNH) wrapped up FY 2025 with fourth quarter revenue of US$5.2 billion and basic EPS of US$0.07, while trailing twelve month revenue came in at US$18.1 billion and EPS at US$0.41. Over the past six reported quarters, the company has seen quarterly revenue range from US$3,828 million to US$5,157 million and basic EPS fluctuate between US$0.06 and US$0.24. This gives investors a wide view of how the earnings...
NYSE:ATGE
NYSE:ATGEConsumer Services

Covista (ATGE) Valuation Check As New Ross University Dean Appointment Targets Healthcare Education Strength

Covista (ATGE) stock is in focus after the company named Cheryl Holmes, M.D., as the next dean of Ross University School of Medicine, a leadership appointment closely tied to its healthcare education strategy. See our latest analysis for Covista. The leadership change at Ross University comes as Covista’s share price, now at $95.59, has seen a 30 day share price return decline of 18.19% and a 1 year total shareholder return decline of 9.74%. However, the 3 year total shareholder return of...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Lam Research Boise Move Links AI Memory Growth With Valuation Debate

Lam Research (NasdaqGS:LRCX) has opened a new office in Boise, Idaho. The new site places the company closer to key customer Micron and expands its research and development presence in advanced memory technology. This move is part of Lam's broader effort to increase operational speed and support demand tied to artificial intelligence and high volume manufacturing. Lam Research supplies semiconductor manufacturing equipment used in critical steps of chip production, including memory devices...
NYSE:ABM
NYSE:ABMCommercial Services

Does ABM (ABM) Using New Debt Capacity for Dividends Recast Its Capital Allocation Priorities?

Earlier this month, ABM Industries amended its main credit agreement to add a new US$255.0 million incremental term loan and ease restrictions on restricted payments, allowing higher annual cash dividends of up to US$72.0 million or US$1.16 per share. This financing move suggests ABM is prioritizing greater financial flexibility and potentially more generous shareholder distributions while keeping overall loan terms broadly consistent with its existing debt structure. Next, we’ll examine how...