U.S. Hotel and Resort REITs Stock News

NYSE:DLX
NYSE:DLXCommercial Services

A Look At Deluxe’s (DLX) Valuation As It Shifts Toward Payments And Data Solutions

Deluxe (DLX) has completed a multi year share repurchase program, buying back 4,796,490 shares, or 10.79% of its stock for US$212.55 million, and reported higher revenue and net income for 2025. See our latest analysis for Deluxe. At a share price of US$27.32, Deluxe has seen strong recent momentum, with a 30 day share price return of 11.65% and a 90 day share price return of 44.93%. The 1 year total shareholder return of 62.50% contrasts with a weaker 5 year total shareholder return of a...
NYSE:SPGI
NYSE:SPGICapital Markets

Why S&P Global (SPGI) Is Up 7.3% After Strong 2025 Results And New Climate-Risk Push

In February 2026, S&P Global reported fourth-quarter 2025 sales of US$3,916 million and net income of US$1,134 million, issued full-year 2025 results showing higher sales and earnings than the prior year, and guided to 2026 reported revenue growth of 6.6% to 8.6%. Alongside these results, S&P Global completed a multi-year share repurchase program totaling 27,221,430 shares for US$12.85 billion and drew fresh attention through insider share purchases, new climate-risk data collaborations, and...
NYSE:MTB
NYSE:MTBBanks

A Look At M&T Bank (MTB) Valuation After Its Recent Share Price Momentum

What M&T Bank’s Recent Performance Tells You Right Now M&T Bank (MTB) has drawn attention after a strong recent run in the share price, with the stock around $231.75 and showing double digit gains over the past 3 months and year. For investors watching bank stocks, the company’s mix of commercial, retail, and wealth management services, along with value metrics such as its reported intrinsic discount and value score, is prompting fresh interest in how the current price compares with...
NYSE:MP
NYSE:MPMetals and Mining

Pentagon’s US$400 Million Equity Stake Could Be A Game Changer For MP Materials (MP)

In July 2025, the U.S. Department of Defense made a direct US$400 million preferred equity investment in MP Materials, including warrants, to support its rare earth mine and emerging metals and magnet manufacturing facility in Texas as part of efforts to strengthen domestic supply chains. This government ownership stake highlights MP Materials’ growing role in U.S. national security policy, potentially reshaping how investors view its risk profile and funding access. We’ll now examine how...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

LGI Homes Tests Premium Terrata Brand With California Murieta Hills Launch

LGI Homes (NasdaqGS:LGIH) has opened Murieta Hills, its first Terrata Homes community in California. The launch brings the Terrata Homes brand into a higher priced West Coast market alongside LGI Homes’ core affordable offerings. This move expands the company’s geographic footprint and introduces a higher end product mix within its portfolio. LGI Homes, known for its focus on entry level and affordable single family homes, is adding a premium layer to its portfolio with Terrata Homes in...
NYSE:AR
NYSE:AROil and Gas

Stronger Earnings and 2026 Output Plan Could Be A Game Changer For Antero Resources (AR)

In February 2026, Antero Resources reported fourth-quarter 2025 revenue of US$1,411.63 million and net income of US$193.68 million, alongside full-year revenue of US$5.28 billion and net income of US$634.42 million, while also recording lower property and equipment impairments than the prior year. The company coupled these results with detailed 2026 production guidance centered around roughly 4.1 Bcfe/d and highlighted the early integration of the HG Energy acquisition, reinforcing its scale...
NYSE:WM
NYSE:WMCommercial Services

Does WM’s Earnings Miss and Insider Stock Sales Alter the Long-Term Bull Case for Waste Management?

In February 2026, Waste Management reported that its fourth-quarter 2025 earnings per share and revenue both came in below analyst expectations, while senior executives including Donald J. Smith and Rafael Carrasco disclosed multi-million dollar stock sales following option exercises. At the same time, Waste Management joined the Solid Waste Association of North America as a corporate partner, positioning itself to influence safety and best-practice standards across the waste and resource...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD And TCS Helios AI Deal Highlights India Data Center Opportunity

Advanced Micro Devices (NasdaqGS:AMD) expanded its partnership with Tata Consultancy Services to roll out the Helios AI platform in India. The collaboration targets large scale AI data centers, with a reference design that can support up to 200MW of AI focused capacity. The partners aim to work with hyperscalers and enterprises in India on sovereign AI initiatives using AMD’s data center AI hardware. Advanced Micro Devices, trading at around $200.12, has seen a 74.5% return over the past...
NYSE:TDG
NYSE:TDGAerospace & Defense

Will TransDigm's (TDG) Acquisition-Funded Debt Raise and Guidance Hike Redefine Its Earnings Narrative?

In recent days, TransDigm Group completed US$1.20 billion of 6.125% Senior Subordinated Notes due 2034 and secured US$800 million of new term loans maturing in 2033 to help fund its pending acquisitions of Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation Holdings, while also reporting strong results and raising full-year guidance. This combination of acquisition-focused financing and upgraded outlook, underpinned by robust commercial aftermarket demand and recovering...
NYSE:FUN
NYSE:FUNHospitality

Why Six Flags Entertainment (FUN) Is Down 9.9% After Posting 2025 Losses But Stronger Guest Spending

Six Flags Entertainment Corporation has reported its fourth quarter and full-year 2025 results, with quarterly revenue of US$650.09 million and a quarterly net loss of US$92.38 million, alongside full-year revenue of US$3.10 billion and a full-year net loss of US$1.60 billion. The company highlighted improving quarterly losses after its merger with Cedar Fair, stronger per-guest spending, ongoing park investments, and a refinancing of its 2027 notes, while also opening the new family-focused...
NYSE:OMC
NYSE:OMCMedia

Assessing Omnicom Group (OMC) Valuation After Recent Mixed Share Price Performance

Omnicom Group stock: what recent performance says about investor sentiment Omnicom Group (OMC) has been on the radar for investors after a mixed stretch, with the stock up 3.2% over the past day and 1.2% over the past week, but showing weaker returns over longer periods. Over the past month, Omnicom has recorded a 12.1% decline, with a 1.9% decline over the past 3 months and a 13% decline over the past year. The stock is also down 13.7% year to date, which sets the context for how some...
OTCPK:QDMI
OTCPK:QDMIInsurance

QDM International (OTCPK:QDMI) Q3 EPS Recovery Tests Rich Valuation Narratives

QDM International (OTCPK:QDMI) has put fresh numbers on the board for Q3 2026, reporting total revenue of US$4.8 million and basic EPS of US$0.15 from net income of US$1.3 million. Trailing twelve month EPS stands at US$0.66 on revenue of US$17.1 million and net income of US$5.5 million. The company has seen quarterly revenue move from US$1.6 million in Q3 2025 to US$4.8 million in Q3 2026. Over the same span, basic EPS has ranged from US$0.08 in Q3 2025 through a low of a loss of US$0.07 in...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Rocket Lab Balances Hypersonic Defense Growth With Volatile Share Performance

Rocket Lab is deepening its role in U.S. hypersonic defense testing, with the upcoming Cassowary Vex mission alongside the Defense Innovation Unit and Hypersonix. This will be the company’s fourth major hypersonic mission in six months, focused on restoring U.S. hypersonic test capability. In parallel, Rocket Lab has reached its 80th successful Electron launch, extending a recent run of completed missions. Rocket Lab, NasdaqCM:RKLB, is drawing fresh attention as it pairs a growing...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Assessing Coupang (CPNG) Valuation After Cross Border Growth Wins With US Health Brands

Recent news around Kate’s Real Food and Healthy Origins using Coupang (CPNG) to reach customers in South Korea and Taiwan has drawn renewed attention to how its platform supports cross border growth for consumer brands. See our latest analysis for Coupang. The cross border wins with Kate’s Real Food and Healthy Origins arrive at a time when Coupang’s share price has been under pressure, with a 30 day share price return of 14.58% decline and a 90 day share price return of 32.04% decline, even...
NYSE:DOW
NYSE:DOWChemicals

Dow (DOW) Balances Dividends and Pollution Cleanup Costs Is Its Risk Management Playbook Evolving?

In February 2026, Dow Inc. declared a quarterly dividend of US$0.35 per share, payable on March 13, 2026, to shareholders of record as of February 27, 2026, while also facing a lawsuit from the Texas Attorney General alleging hundreds of water pollution violations at its Seadrift chemical complex. Beyond the immediate legal and compliance requirements, the court-ordered cleanup, operational changes, and independent wastewater audit raise questions about Dow’s environmental risk management...
NYSE:RIG
NYSE:RIGEnergy Services

Is It Too Late To Consider Transocean (RIG) After An 81% One Year Rally?

If you are wondering whether Transocean's share price still reflects good value or is running ahead of itself, you are not alone. That is exactly what this article will help you assess. Transocean's stock last closed at US$6.22, with returns of 3.7% over 7 days, 47.0% over 30 days, 46.7% year to date, 80.8% over 1 year, 2.0% over 3 years and 79.8% over 5 years. This gives plenty of price action for investors to think about in terms of risk and reward. Recent news around Transocean has...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Evergy (EVRG) Valuation Check As New Premium Tariffs And EPS Targets Shape Growth Expectations

Evergy’s new tariffs and guidance put recent results in focus Evergy (EVRG) drew fresh attention after introducing premium-rate power service tariffs for large customers in Kansas and Missouri, signing several related customer agreements, and pairing these steps with new adjusted EPS guidance. Alongside these announcements, the company reported full year 2025 results. This gives you a clearer picture of how current operations compare with management’s stated earnings ambitions for 2026 and...
NasdaqGS:EBC
NasdaqGS:EBCBanks

Eastern Bankshares LGBTQ+ Leadership Recognized As Valuation Signals Undervaluation

Eastern Bankshares, parent of Eastern Bank, earned a perfect score on the 2026 Corporate Equality Index. This marks the twelfth consecutive year the bank has received top marks for LGBTQ+ workplace inclusion. The recognition reflects the company’s long running focus on diversity, equity, and inclusion in its culture and policies. For investors following NasdaqGS:EBC, this recognition comes with the shares recently trading around $21.36 and a return of 15.2% year to date and 18.2% over the...
NYSE:ESTC
NYSE:ESTCSoftware

Has The Market Overreacted To Elastic (ESTC) After A 45% One Year Share Price Slide?

If you are wondering whether Elastic's current share price fairly reflects its long term potential, it helps to start by separating short term noise from what the market is actually pricing in. Elastic closed at US$61.03, and the stock has seen a 1.3% decline over the last week, a 14.5% decline over the last month, a 15.9% decline year to date, a 45.3% decline over the last year, and a 61.1% decline over the last five years, which may signal that expectations and risk perceptions have...
NYSE:IBM
NYSE:IBMIT

IBM Ties AI Storage And Quantum Workforce To Long Term Growth Story

IBM (NYSE:IBM) has introduced its next-generation FlashSystem portfolio powered by agentic AI, targeting autonomous storage management and security. The portfolio includes features aimed at rapid ransomware detection and autonomous data recovery for enterprise customers. IBM is also a founding member of the Southeastern Quantum Collaborative, focusing on quantum technology innovation and workforce development. For investors watching IBM's data and hybrid cloud efforts, the new FlashSystem...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy Buyback Shrinks Share Count As Profitability Shows Mixed Picture

Etsy (NYSE:ETSY) reported its Q4 and full-year 2025 results alongside the completion of a sizeable share repurchase program. The company has now bought back nearly 14.9% of its shares since October 2024, signaling a clear capital return focus. The announcement arrives with Etsy’s shares at $44.05, following a 23.1% decline year to date and a 65.7% decline over three years. Etsy’s mix of earnings disclosure and a completed buyback provides a concentrated look at how management is using cash...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Rumble (RUM) Valuation Check As Rumble Shorts Gains Google Play Approval And Expands Android Reach

Rumble Shorts launch on Google Play puts user growth in focus Rumble (RUM) has rolled out its short form video feature, Rumble Shorts, to Android users after winning approval on Google Play. This move opens wider access to its platform and may influence how investors view user engagement. See our latest analysis for Rumble. Rumble’s latest share price of US$5.88 sits against a mixed backdrop, with a 10.53% 90 day share price return but a 48.33% 1 year total shareholder return decline. This...
NYSE:OC
NYSE:OCBuilding

Owens Corning Board Shrinks As Director Exit Tests Governance Balance

Owens Corning (NYSE:OC) director Maryann T. Mannen has informed the company she will not seek re election to the board. Her decision will result in a planned reduction in the size of the board once her term ends. Owens Corning, listed on the NYSE under the ticker OC, focuses on building and construction materials, including insulation, roofing and composites. Board level changes at a company like this can matter to you because they shape oversight of capital allocation, risk, and long term...
NasdaqGS:SATS
NasdaqGS:SATSMedia

Boost Mobile’s Discounted 5G Handsets Might Change The Case For Investing In EchoStar (SATS)

Earlier this week, EchoStar’s Boost Mobile began selling the new moto g, 2026 and moto g play, 2026, offering flagship-tier 5G performance, AI-powered cameras and multi-day battery life at aggressively discounted prices for both new and existing customers. This launch underlines EchoStar’s push to pair affordable 5G devices with its wireless plans, potentially increasing customer acquisition, retention and usage across its Boost Mobile base. We’ll now examine how Boost Mobile’s aggressively...