U.S. Leisure Stock News

NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Net Margin Steady At 10.4% Reinforces Profitability Narratives

PG&E (PCG) closed out FY 2025 with fourth quarter revenue of US$6.8 billion, basic EPS of US$0.29 and net income of US$642 million, capping a trailing 12 month run of US$24.9 billion in revenue, EPS of US$1.18 and net income of US$2.6 billion. Over the past few quarters, the company has seen revenue move from US$6.0 billion in Q1 2025 to US$6.8 billion in Q4, alongside quarterly EPS ranging between US$0.24 and US$0.37. Trailing net margin sits at 10.4% versus 10.1% a year earlier, giving...
NYSEAM:SEB
NYSEAM:SEBFood

Seaboard (SEB) Margin Rebound Challenges Long Running Bearish Earnings Narrative

Seaboard (SEB) has just wrapped up FY 2025 with Q4 revenue of US$2.4 billion and basic EPS of US$264.23, while trailing twelve month revenue sits at US$9.7 billion with EPS of US$514.46, against a backdrop of very large year over year earnings growth and a trailing net margin of 5.1% compared with 1% a year earlier. Over recent periods, the company has seen quarterly revenue range from US$2.3 billion to US$2.5 billion in FY 2025, with basic EPS moving from US$32.95 in Q1 to US$264.23 in Q4...
NYSE:AMH
NYSE:AMHResidential REITs

Assessing American Homes 4 Rent (AMH) Valuation After Recent Soft Momentum And Modest Long Term Returns

Understanding American Homes 4 Rent’s recent performance snapshot American Homes 4 Rent (AMH) has recently drawn investor interest after a period where the share price showed a small gain over the past month, alongside a modest decline over the past 3 months. At a last close of US$31.62, AMH sits against a 1 year total return of a 7.0% decline, while the 3 year total return stands at 3.9% and the 5 year total return at 13.8%. See our latest analysis for American Homes 4 Rent. Recent share...
NYSE:MCD
NYSE:MCDHospitality

How Strong Q4 2025 Results and Dividend Hike Will Impact McDonald's (MCD) Investors

McDonald's reported past fourth-quarter 2025 results with revenue of US$7,009 million and net income of US$2,164 million, alongside full-year 2025 revenue of US$26.89 billion and net income of US$8.56 billion, while also declaring a quarterly dividend of US$1.86 per share payable in March 2026. The company’s value-focused promotions, expanding digital loyalty ecosystem, and menu innovation in areas like chicken and beverages appear to be reinforcing its global growth ambitions and...
NasdaqGS:NOVT
NasdaqGS:NOVTElectronic

Is Novanta (NOVT) Still Priced Too Rich After Its Strong Year To Date Run?

If you are wondering whether Novanta's current share price still makes sense, this article will walk through what the numbers are actually saying about its value. The stock most recently closed at US$146.39, with returns of 3.5% over 7 days, 11.5% over 30 days, 31.7% year to date and 2.2% over 1 year. The 3 year and 5 year returns sit at a 10.5% decline and 1.6% respectively. These price moves come against a backdrop of ongoing investor interest in Novanta's position in the tech sector and...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Why Pinterest (PINS) Is Down 21.3% After Soft 2026 Outlook and Tariff-Hit Ad Demand – And What's Next

Pinterest, Inc. reported past full-year 2025 results showing revenue rising to US$4.22 billion from US$3.65 billion, while net income fell to US$416.86 million and diluted EPS dropped to US$0.61 as the company also issued softer-than-anticipated first-quarter 2026 revenue guidance tied to weaker advertiser demand and tariff-related pressures. Alongside these results, Pinterest completed more than US$1.02 billion of share repurchases, filed a US$634.31 million employee stock offering shelf,...
NYSE:SGHC
NYSE:SGHCHospitality

Does Super Group (SGHC) Offer Value After Recent Share Price Weakness?

If you are wondering whether Super Group (SGHC) is priced attractively right now, the key question is how its current share price compares to what the underlying business might be worth. The stock last closed at US$8.96, with a 1.6% decline over 7 days, a 9.8% decline over 30 days, a 23.0% decline year to date, a 12.3% gain over the past year and a 150.9% return over three years. Recent moves in the share price sit against an ongoing effort by the company to build its profile as a listed...
NYSE:DIS
NYSE:DISEntertainment

Disney Patent Rulings Test Streaming Technology And Leadership Transition

Disney (NYSE:DIS) has been hit with a fifth patent injunction in Germany tied to HEVC video compression technology. The Munich Regional Court ruled in favor of InterDigital, ordering an injunction related to alleged patent infringement. The ruling adds to a series of international legal actions that focus on video technology used in streaming and digital content. For you as an investor, this matters because HEVC compression sits close to the core of how Disney distributes video across its...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Does AeroVironment's (AVAV) Airport Laser Test Reframe Its Counter-Drone Role at Critical Infrastructure?

Recently, AeroVironment’s LOCUST counter-drone laser system was deployed by the U.S. Army near El Paso International Airport, leading to a seven-hour airspace shutdown and raising questions about how such directed-energy defenses interact with commercial aviation safety. This real-world use of LOCUST at a major transportation hub highlights AeroVironment’s growing role in counter-drone and border security missions, placing its advanced technologies under intense public and policymaker...
NYSE:FOR
NYSE:FORReal Estate

How Forestar’s Rising Spotlight As a Housing Land Pure Play At Forestar Group (FOR) Has Changed Its Investment Story

In recent days, Forestar Group, the D.R. Horton–controlled residential land developer, has drawn increased investor attention as a pure-play way to access U.S. housing-related land assets, even as its lot sales have fallen an average 26.8% over the past two years and cash burn has raised sustainability questions. This renewed focus highlights a tension between Forestar’s appeal as a “boring but powerful” housing-cycle exposure and investor concerns over weaker demand, stagnant returns on...
NYSE:MSC
NYSE:MSCHospitality

Studio City International Holdings (NYSE:MSC) Loss Reduction Trend Tests Bearish Narratives After Q3 Results

Studio City International Holdings (NYSE:MSC) has just reported third quarter FY 2025 results, posting revenue of US$182.5 million with a basic EPS loss of US$0.10, while trailing 12 month revenue sits at US$687.1 million against a full year EPS loss of US$0.34. Over recent quarters, revenue has moved from US$161.5 million in Q2 2024 to US$152.9 million in Q4 2024, then to US$161.7 million in Q1 2025, US$190.1 million in Q2 2025 and US$182.5 million in Q3 2025, with EPS losses ranging between...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Trupanion Record 2025 Results Test Growth Versus Margin Trade Off

Trupanion reported record results for 2025, with subscription revenue and subscription operating margins reaching new highs. The company plans to roll out a lower priced pet insurance product in response to ongoing veterinary cost inflation. Retention rates have improved, supported by pricing and communication efforts, and Trupanion has received Stevie Awards recognition for its customer service. Trupanion continues to invest in technology and initiatives such as Landspath to support growth...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Assessing Nutanix (NTNX) Valuation As Analyst Downgrades Meet Earnings Uncertainty

Recent analyst moves around Nutanix (NTNX), including reduced targets and a Zacks Rank of #4 (Sell), have sharpened attention on the stock ahead of an earnings report that is expected to show EPS pressure alongside revenue growth. See our latest analysis for Nutanix. That backdrop of cautious analyst sentiment and Nutanix’s partnerships, such as Ark Data Centers earning top-tier partner status, comes after a sharp reset in the share price, with a 30 day share price return of 18.82% and a 1...
NYSE:PRIM
NYSE:PRIMConstruction

A Look At Primoris Services (PRIM) Valuation After Infrastructure Demand And Guidance Fuel Recent Gains

Primoris Services (PRIM) has been on many investors' radar after a strong run in the stock, supported by institutional buying, revenue growth, resilient margins, and upbeat guidance tied to infrastructure-driven demand. See our latest analysis for Primoris Services. At a share price of $166.53, Primoris has seen momentum build quickly, with a 30 day share price return of 20.87% and a 1 year total shareholder return of 127.33%, supported by recent earnings, guidance, and infrastructure driven...
NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom’s IWant AI Gains Recognition As Shares Trade Below Targets

Paycom Software's IWant AI platform has been recognized with an industry award for HR tech innovation. A recent Forrester study highlighted projected ROI for clients using IWant's command-driven automation tools. The company has rolled out new automation initiatives around IWant, expanding its role in HR workflow automation. For investors watching NYSE:PAYC, this product news arrives at a time when the share price, at $125.31, is well below past multi year levels, with a 1 year return of a...
NYSE:DOV
NYSE:DOVMachinery

Is Dover (DOV) Fairly Priced After Strong Multi Year Share Price Gains

If you are wondering whether Dover's current share price still offers value, this article will walk through the numbers in a clear, grounded way so you can judge for yourself. With the stock at US$231.63, recent returns of 3.6% over 7 days, 13.4% over 30 days, 18.3% year to date, 15.8% over 1 year, 54.7% over 3 years and 102.1% over 5 years give useful context for how the market has been pricing Dover recently. Recent news coverage around Dover has focused on its positioning within the...
NYSE:CPS
NYSE:CPSAuto Components

Cooper Standard (CPS) Returns To Q4 Profit And Tests Turnaround Narratives

Cooper-Standard Holdings (CPS) closed out FY 2025 with Q4 revenue of US$672.4 million and basic EPS of US$0.19, alongside net income of US$3.3 million excluding extra items. The company has seen quarterly revenue move from US$660.8 million in Q4 2024 to a range of US$667.1 million to US$706.0 million through FY 2025, while basic EPS has swung between a loss of US$0.43 in Q3 and a profit of US$0.19 in Q4, highlighting a story that focuses on how consistently those thin margins can be...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Guides to 2026 Profitability After Q4 Results Is Its Margin Story Evolving?

In February 2026, Rapid7, Inc. reported its fourth-quarter 2025 results, with revenue of US$217.39 million and net income of US$3.13 million, alongside full-year 2025 revenue of US$859.79 million and net income of US$23.38 million. The company also issued 2026 guidance that points to a GAAP loss in the first quarter but a return to GAAP profitability for the full year, giving investors fresh insight into its near-term growth and margin path. Now we’ll examine how Rapid7’s modest quarterly...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is T-Mobile (TMUS) Using Euro Bonds to Quietly Redraw Its Capital Return Playbook?

T-Mobile US, Inc.’s subsidiary T-Mobile USA, Inc. recently completed two euro-denominated senior unsecured note issues totaling about €1.50 billion, with 3.2% notes due 2032 and 3.625% notes due 2035, supported by a broad syndicate of global underwriters. The company plans to channel these bond proceeds into general corporate purposes such as share repurchases, dividends, and debt refinancing, underscoring how it is pairing network and AI innovation with active balance sheet and...
NasdaqGS:STX
NasdaqGS:STXTech

Is It Too Late To Consider Seagate Technology Holdings (STX) After A 328% One-Year Rally?

If you are wondering whether Seagate Technology Holdings is still reasonably priced after its strong run, this article will walk through what the numbers say about the stock's value. At a last close of US$425.99, the stock has seen a 36.4% gain over the past 30 days, alongside a 48.1% return year to date and a very large 1 year return of 328.0%. These changes can influence how investors think about both upside and risk. These moves have come as investors react to ongoing developments around...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Assessing Powell Industries (POWL) Valuation After Strong Earnings, Backlog Momentum And Dividend Increase

Powell Industries (POWL) is back in focus after reporting first quarter earnings, with sales of US$251.18 million, higher net income of US$41.39 million, and a modest increase in its quarterly dividend. See our latest analysis for Powell Industries. The earnings update and dividend increase come on top of strong recent momentum, with a 45.8% 30 day share price return, a 65.97% year to date share price return, and a 175.47% 1 year total shareholder return. This suggests investors have been...
NYSE:BNT
NYSE:BNTInsurance

Brookfield Wealth Solutions (BNT) Margin Compression Challenges Bullish Earnings Growth Narrative

Brookfield Wealth Solutions (BNT) has wrapped up FY 2025 with Q4 revenue of about US$3.1b and basic EPS of roughly US$0.03, capping a year in which trailing 12 month revenue came in at US$11.6b and EPS at US$2.49. The company has seen quarterly revenue move between US$2.6b and US$3.1b across FY 2025, while basic EPS swung from a loss of US$0.90 in Q1 2025 to US$1.89 in Q3 2025 and US$0.03 in Q4 2025. This puts the focus on how consistently those earnings can convert into lasting...
NYSE:PLNT
NYSE:PLNTHospitality

Assessing Planet Fitness (PLNT) Valuation After The Recent Share Price Slide

What Planet Fitness stock’s recent slide may be telling investors Planet Fitness (PLNT) has seen its share price fall about 10% over the past month and about 14% over the past 3 months, prompting investors to revisit what the current valuation reflects. See our latest analysis for Planet Fitness. That recent 1 month share price return of about 10% decline and 3 month share price return of about 14% decline leaves Planet Fitness trading at US$90.70, while the 1 year total shareholder return of...
NYSE:KMT
NYSE:KMTMachinery

Did Kennametal’s Strong Q2 and Buyback Just Reset KMT’s Full‑Year Investment Narrative?

Kennametal Inc. recently reported past second‑quarter fiscal 2026 results showing higher sales of US$529.53 million and improved profitability, while also completing a share buyback of 2,966,554 shares for US$69.91 million under its February 2024 program. Alongside these results, management raised sales guidance for the third quarter and full fiscal year 2026, underscoring confidence in pricing actions, end‑market demand, and cost initiatives. Next, we’ll examine how Kennametal’s raised...