U.S. Hotel and Resort REITs Stock News

NYSE:MTDR
NYSE:MTDROil and Gas

Is It Time To Reassess Matador Resources (MTDR) After Its Recent Share Price Rebound

If you are looking at Matador Resources and wondering whether the current share price really reflects its value, this article will walk through what the numbers actually say. The stock recently closed at US$47.39, with returns of 1.0% over the past week, 10.6% over 30 days, 9.3% year to date and a 15.6% decline over the last year. The recent rebound therefore sits against a mixed longer term picture. Recent company specific news has focused on Matador Resources' position in the US energy...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Assessing Cogent Biosciences (COGT) Valuation After Bezuclastinib NDA Filings Earnings Update And New Shelf Registration

Cogent Biosciences (COGT) is back in focus after reporting fourth quarter and full year 2025 results alongside a new shelf registration, while also advancing regulatory filings for its lead drug candidate, bezuclastinib. See our latest analysis for Cogent Biosciences. The latest earnings, shelf registration and ongoing NDA filings come after a strong run for Cogent Biosciences, with a 1 year total shareholder return of about 4x and an 8.4% 3 month share price return. The recent 3.4% 1 month...
NYSE:GOLD
NYSE:GOLDRetail Distributors

Gold.com Ownership Shifts As Tether Investment Reshapes Governance Balance

Chief Operating Officer Brian Aquilino has fully exited his equity position in Gold.com. Tether has made a sizable, restricted private investment in the company. These moves come as Gold.com, NYSE:GOLD, continues to draw attention for its recent share price performance. For shareholders watching NYSE:GOLD, the combination of a full equity exit by the COO and a new, constrained capital commitment from Tether puts fresh focus on who influences the company and how. The stock last closed at...
NYSE:APH
NYSE:APHElectronic

Assessing Amphenol (APH) Valuation After Upbeat EPS Forecasts And Strong Cash Flow Trends

Amphenol (APH) is back on investors’ radar after recent commentary highlighted strong expected EPS growth this year compared with industry peers, along with positive revisions to earnings forecasts and solid cash flow trends. See our latest analysis for Amphenol. That optimism has come after a strong run, with Amphenol’s 1 year total shareholder return of 116.88% and 3 year total shareholder return of about 3x, even as its 30 day share price return of 3.77% decline contrasts with an 8.72%...
NYSE:KMPR
NYSE:KMPRInsurance

A Look At Kemper (KMPR) Valuation After A Difficult Year For Shareholders

Assessing Kemper after a tough year for returns Kemper (KMPR) has drawn attention after a difficult run for shareholders, with the stock showing negative returns over the past month, past 3 months, year to date and over the past year. At a last close of US$32.34, the Chicago based insurer, which reports annual revenue of US$4,789.7m and net income of US$143.3m, now carries a value score of 4 in this dataset. See our latest analysis for Kemper. For Kemper, the recent 16% 30 day share price...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

Assessing GigaCloud Technology (GCT) Valuation After Recent Share Price Weakness And Conflicting Fair Value Views

Why GigaCloud Technology Is On Investors’ Radar GigaCloud Technology (GCT) has drawn fresh attention after recent trading left the stock with a 1 day return of about a 1.7% decline and a roughly 10.2% slide over the past week. Against that short term pressure, the company’s broader track record is mixed, with a month return of about a 14.3% decline but a past 3 months gain of roughly 8.3%, and a 1 year total return close to 70.9%. See our latest analysis for GigaCloud Technology. With the...
NYSE:UPS
NYSE:UPSLogistics

UPS Union Clash Puts Driver Buyouts And Restructuring Under Investor Scrutiny

United Parcel Service (NYSE:UPS) is facing a major clash with the Teamsters Union over its new Driver Choice Program, a buyout initiative for drivers. The Teamsters have filed for an emergency injunction, arguing the program violates the national labor agreement and undermines union protections. UPS is also pursuing a wider restructuring that includes closing 22 union staffed centers and cutting up to 30,000 positions after a fall in Amazon package volume. The dispute raises questions about...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

A Look At Plains All American Pipeline (PAA) Valuation After Turning Losses Into Profits Despite Lower Sales

Plains All American Pipeline (PAA) has just posted fourth quarter and full year 2025 results, with net income and earnings per share shifting from prior losses to profits despite lower reported sales. See our latest analysis for Plains All American Pipeline. The earnings swing has come alongside a solid run in the units, with a 20.53% 90 day share price return and a three year total shareholder return of about 2.5x, suggesting momentum has been building around Plains All American Pipeline. If...
NYSE:LHX
NYSE:LHXAerospace & Defense

The Bull Case For L3Harris Technologies (LHX) Could Change Following A New THAAD Propulsion Contract

L3Harris Technologies recently received a nearly US$400 million contract to supply additional solid rocket boost motors and Liquid Divert and Attitude Control Systems for the Missile Defense Agency’s THAAD missile defense system, which has a 100% success rate in 17 intercept tests since production began. This award deepens L3Harris’s role in a key U.S. and allied missile defense program, adding to its long-term backlog and highlighting demand for its propulsion technology. We’ll now examine...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

How Investors Are Reacting To Starbucks (SBUX) Early Progress In Its Back To Starbucks Turnaround Plan

In recent months, Starbucks has reported that its "Back to Starbucks" turnaround plan is gaining traction, with higher transactions and average ticket sizes contributing to a 4% year-over-year increase in global comparable store sales, supported by marketing efforts, menu innovation, and store remodels. At the same time, rising coffee costs and pressure on baristas to deliver a richer café experience highlight how Starbucks’ turnaround depends not just on pricing and promotions, but on...
NYSE:WLY
NYSE:WLYMedia

A Look At John Wiley & Sons (WLY) Valuation After Advanced Portfolio Expansion News

John Wiley & Sons (WLY) has drawn fresh investor attention after announcing a major expansion of its Advanced Portfolio, adding eight new journals in life, health, and social sciences by the end of 2026. See our latest analysis for John Wiley & Sons. Even with the Advanced Portfolio expansion and new AI focused and oncology titles coming online, John Wiley & Sons’ 1 year total shareholder return of 23.5% decline and 5 year total shareholder return of 35.61% decline indicate pressure on longer...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Is It Too Late To Consider Luckin Coffee (OTCPK:LKNC.Y) After Strong Multi Year Share Gains

Investors may be wondering whether Luckin Coffee is still attractively priced after its period as a high growth name, or whether the easier gains have already been realized. The stock last closed at US$37.96, with returns of 2.3% over the past week, 11.8% over 30 days, 7.2% year to date and 22.9% over the past year. It has also delivered a very large 5-year return, indicating that the share price has moved a long way since listing. Recent coverage of Luckin Coffee has focused on its position...
NasdaqGS:MQ
NasdaqGS:MQDiversified Financial

Does JPMorgan’s New Coverage of Marqeta (MQ) Reframe Its Standing in Fintech Payments?

In recent days, JPMorgan initiated and updated its research coverage on Marqeta, adding to a stream of mixed opinions from other analysts and leaving the stock with a consensus “Hold” rating across brokerage firms. This fresh attention from a major global bank increases Marqeta’s visibility and may influence how investors perceive its position within the fintech payments space. We’ll now explore how JPMorgan’s coverage and the broader analyst engagement could shape Marqeta’s existing...
NYSE:PDM
NYSE:PDMOffice REITs

Piedmont Realty Trust (PDM) Is Down 6.4% After Wider Losses Despite Flat 2025 Revenue - What's Changed

Piedmont Realty Trust recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$142.85 million and a quarterly net loss of US$43.25 million, while full-year revenue reached US$564.99 million alongside a full-year net loss of US$83.62 million. The results show sales and revenue holding roughly flat year over year, but losses per share from continuing operations widened for both the quarter and the full year, highlighting ongoing profitability pressure...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

Is It Too Late To Consider VSE (VSEC) After A 115% One-Year Rally?

How Has VSE's Share Price Been Moving? Before you think about whether VSE fits in your portfolio, it helps to ask a simple question: are you paying up for a story or paying a fair price for the cash flows behind the ticker? Over the short term, VSE's share price shows mixed moves, with a 1.0% return over the last 7 days and a 0.4% decline over the past month. The longer backdrop includes a 17.7% year to date return and a 115.4% return over the last year, as well as a very large gain over 5...
NYSE:RKT
NYSE:RKTDiversified Financial

Hedge Funds Back Rocket Companies After Mr. Cooper Servicing Deal

ValueAct Capital, Third Point, and Omega Advisors have built significant positions in Rocket Companies (NYSE:RKT). The buying activity aligns with Rocket Companies closing its acquisition of Mr. Cooper Group. The combined business is positioned as the largest mortgage servicer in the U.S. following the deal. For you as an investor, the headline is the alignment of several well known hedge funds with a company that just completed a transformative acquisition. Rocket Companies, now trading...
NasdaqGS:KHC
NasdaqGS:KHCFood

How Kraft Heinz’s Split Pause, Big Loss and Brand Reinvestments Could Impact Kraft Heinz (KHC) Investors

The Kraft Heinz Company recently reported fourth-quarter and full-year 2025 results showing lower sales and a very large swing to a US$5.85 billion net loss, while also declaring a regular US$0.40 per-share quarterly dividend payable on March 27, 2026. Alongside these results, Kraft Heinz paused its planned split, committed around US$600 million to brand reinvestment, and reshaped leadership and capital allocation, including completing a US$1.51 billion buyback and appointing Nicolas Amaya...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Is Victoria's Secret (VSCO) Still Attractive After A 93% One Year Share Price Surge?

If you are wondering whether Victoria's Secret shares still offer value after their recent run, this article will walk through what the current price could imply about the business. The stock recently closed at US$60.36, with returns of 1.9% over the last 7 days, 0.8% over the last 30 days, 13.1% year to date, and 93.2% over the past year. These figures will frame how we think about risk and potential upside. Recent news coverage has focused on the company as a stand alone lingerie and...
NYSE:PH
NYSE:PHMachinery

A Look At Parker-Hannifin (PH) Valuation After Record Q2 Earnings Beat And Raised Guidance

Parker-Hannifin (PH) is back in focus after reporting record second quarter earnings and sales that topped analyst expectations, prompting higher full year guidance tied to aerospace strength and improving industrial demand. See our latest analysis for Parker-Hannifin. The recent earnings beat and higher guidance come on top of steady momentum, with a 30 day share price return of 6.95% and a 90 day share price return of 23.06%, while the 1 year total shareholder return of 46.56% and 5 year...
NYSE:DTE
NYSE:DTEIntegrated Utilities

DTE Energy (DTE) Margin Compression Tests Long Term Earnings Resilience Narrative

DTE Energy FY 2025 Earnings Snapshot DTE Energy (DTE) has wrapped up FY 2025 with fourth quarter revenue of US$4.4 billion and basic EPS of US$1.80, setting the tone for how investors assess the full year. The company has seen quarterly revenue range from US$3.4 billion to US$4.4 billion over 2025, while basic EPS moved between US$1.10 and US$2.14. This gives a clear view of how the top line and per share earnings have tracked across the year. With a trailing net profit margin of 9.2% versus...
NasdaqGS:DIOD
NasdaqGS:DIODSemiconductor

Is It Too Late To Consider Diodes (DIOD) After Recent Semiconductor Sector Rebound?

If you are wondering whether Diodes at around US$67.54 is a bargain or already fully priced, you are in the right place for a closer look at what the current share price might imply. The stock has seen sharp moves recently, with returns of 9.5% over the last 7 days, 18.7% over 30 days, 31.3% year to date and 22.5% over the last year, compared with longer term returns of a 23.9% decline over 3 years and a 15.4% decline over 5 years. Recent news coverage has focused on Diodes as part of...
NYSE:BSM
NYSE:BSMOil and Gas

Is Black Stone Minerals (BSM) Offering Value After Strong Multi‑Year Price Gains

If you are looking at Black Stone Minerals and wondering whether the current price offers solid value, this article will walk you through what the numbers are really saying. The stock last closed at US$15.25, with returns of 0.7% over 7 days, 8.2% over 30 days, 12.9% year to date, 12.0% over 1 year, 34.1% over 3 years and a very large gain over 5 years of 169.4%. Recent price moves sit against a backdrop of ongoing investor interest in energy royalty and mineral rights businesses. In these...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

IRADIMED Dividend Launch Tests Strength Of 2025 Earnings Performance

IRADIMED (NasdaqGM: IRMD) declared a regular quarterly cash dividend. The company reported earnings results for the fourth quarter of 2025. IRADIMED also released its financial results for the full year 2025. IRADIMED, trading at $100.625, has seen its share price climb 79.4% over the past year and 378.2% over the past five years. This performance puts recent results and the new dividend in sharp focus for existing and prospective shareholders. The stock is also up 5.4% year to date, even...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Is Upwork (UPWK) Offering An Opportunity After Recent Share Price Slump

Wondering if Upwork at around US$12.76 is a bargain or a value trap? This article walks through what the current price might be implying about the business. The stock has seen sharp moves recently, with a 12% decline over the last week, a 35.8% decline over the last month, and a 35.7% decline year to date, while the 3 year return sits at 8% and the 5 year return at a 76.1% decline. Recent headlines have focused on Upwork as a key listed platform in the online freelance and remote work space,...