U.S. Leisure Stock News

ATI (NYSE:ATI) reported strong fourth quarter results, supported by demand for aerospace and defense products. The company highlighted expanded long term agreements tied to next generation jet engines and missile programs. Management pointed to proprietary alloys as a key factor in higher margins and a shift in product mix. ATI enters this update with its shares at $143.93 and a very large 5 year return, reflecting substantial compounding over that period. Over the past year the stock is up...

Powell Industries, Inc. reported past first-quarter 2026 results to December 31, 2025, with sales of US$251.18 million and net income of US$41.39 million, alongside basic earnings per share from continuing operations of US$3.42. Alongside these results, the Board approved a modest increase in the quarterly dividend to US$0.27 per share, underscoring management’s confidence in the company’s cash generation and financial position. With Powell pairing stronger earnings with a higher dividend,...

MARA Holdings (MARA) is back in focus after Morgan Stanley initiated coverage with an Underweight rating, highlighting the company’s limited owned power capacity and significant exposure to the volatile bitcoin mining business. See our latest analysis for MARA Holdings. The Morgan Stanley call comes after a sharp reset in recent months. The 30 day share price return is 30.28% and the 90 day share price return is 31.19%, leaving the stock at US$7.92. This comes even though the 3 year total...

Sable Offshore Corp. recently filed for a follow-on equity offering of US$250 million in common stock through an at-the-market program. This at-the-market structure gives the company flexibility to raise capital gradually, which can influence how investors assess its funding plans and balance sheet evolution. We will now examine how this flexible US$250 million at-the-market equity raise shapes Sable Offshore’s investment narrative and risk profile. Uncover the next big thing with 29 elite...

HA Sustainable Infrastructure Capital (HASI) has drawn fresh investor attention after reporting fourth quarter and full year 2025 results that topped revenue expectations, supported by record transaction volumes and renewable energy partnerships. See our latest analysis for HA Sustainable Infrastructure Capital. The earnings beat, record US$4.3b in 2025 transactions and the new quarterly dividend of US$0.425 per share appear to have shifted sentiment. A 20.3% 90 day share price return and a...

In early January 2026, law firm Pomerantz LLP began investigating First Solar over potential securities fraud and unlawful business practices after a Jefferies downgrade that cited lowered guidance, significant de-bookings, and expected margin pressure into 2025. The combination of a legal probe and questions about future profitability is adding an extra layer of uncertainty to an already policy-sensitive solar manufacturer. Next, we’ll examine how the securities fraud investigation and...

Expanded Google Cloud partnership reframes Five9’s AI story Five9 (FIVN) is back in focus after expanding its partnership with Google Cloud, rolling out a joint Enterprise CX AI solution that ties Five9’s Intelligent CX Platform to Google’s Gemini Enterprise and Vertex AI. The launch comes as the stock trades near recent lows and SaaS peers face sector headwinds. It gives investors fresh information to weigh around Five9’s role in AI driven customer experience software and how that might...

Sagil Capital LLP’s new position in Aura Minerals (NasdaqGS:AUGO), roughly 156,000 shares worth about US$7.86 million, has put fresh attention on the miner following a very large share price move after its listing. See our latest analysis for Aura Minerals. The recent Sagil purchase comes on top of sharp share price momentum, with a 1 month share price return of 20.16% and a 90 day move of 108.89%. The 1 year total shareholder return of over 4x and the very large 3 and 5 year total...

In early February 2026, Corteva, Inc. reported fourth-quarter 2025 results showing quarterly sales of US$3,910 million and a net loss of US$552 million, alongside full-year 2025 sales of US$17.40 billion and net income of US$1.09 billion, and issued 2026 operating EPS guidance of US$3.45–US$3.70 per share. On the same day, UBS downgraded Corteva to a neutral stance as the company prepares to split its seed and crop protection businesses by early 2027, highlighting execution risks and higher...

If you are wondering whether Allegiant Travel's current share price really reflects its underlying worth, you are not alone. That is exactly what this article will unpack. The stock last closed at US$111.30, with returns of 23.7% over 30 days, 26.5% year to date, 33.7% over 1 year, 14.7% over 3 years, and a 52.6% decline over 5 years. Taken together, these figures paint a mixed picture of recent performance and shifting risk perceptions. Recent news around Allegiant Travel has focused on its...

In early February 2026, a wave of brands including Wavytalk, being, Bloomeffects, Make Time Wellness, CNP, Mediheal, and SickScience expanded onto Ulta Beauty’s online and in-store platforms, broadening its assortment across haircare, skincare, and wellness. This cluster of launches highlights Ulta Beauty’s push into science-led, wellness-forward, and clinically oriented beauty solutions that could strengthen its relevance with ingredient-conscious consumers. We’ll now explore how Ulta...

In recent weeks, Seagate Technology Holdings highlighted rising demand for its high-capacity drives tied to AI and cloud workloads, projected third-quarter revenue above prior consensus, and moved to exchange US$600 million of 3.50% exchangeable senior notes due 2028 for cash and ordinary shares, with the exchanged notes to be retired. Together with ongoing qualification of its HAMR-based Mozaic products at major cloud customers, these actions underline how Seagate is aligning its balance...

Why Global Net Lease is on investors’ radar Global Net Lease (GNL) has drawn attention after recent share price moves, with the stock showing positive returns over the past month and past 3 months, prompting investors to reassess its income focused real estate profile. See our latest analysis for Global Net Lease. Those recent gains sit within a wider recovery story, with an 11.68% year to date share price return and a 52.98% total shareholder return over the past year suggesting improving...

USA Rare Earth (NasdaqGM:USAR) has entered into a landmark partnership with the U.S. government that includes significant funding support. As part of the agreement, the government plans to take an equity stake in the company. The funding is intended to accelerate development of a domestic rare earth mine and magnet manufacturing facility. For investors watching USA Rare Earth at a current share price of $19.395, this government partnership represents a material shift in how the company is...

Inflation Surprise Lifts Pure Storage Shares Pure Storage (PSTG) moved higher after a softer than expected Consumer Price Index report, as moderating inflation raised investor expectations for potential Federal Reserve interest rate cuts that can sometimes support growth focused technology names. See our latest analysis for Pure Storage. That inflation driven move slots into a mixed recent pattern, with a 1 day share price return of 4.29% and 7 day share price return of 4.03% sitting against...

In early February 2026, UGI Corporation reported first-quarter 2026 results showing higher sales of US$2,083 million but lower net income of US$297 million year over year, affirmed its US$0.375 quarterly dividend, completed a US$206.18 million share repurchase program, and appointed Sidd Manjeshwar as its first Chief Strategy Officer. At the same time, UGI was highlighted by an investment fund for improved financial strength and an upgraded long-term earnings growth outlook, pointing to...

MDU Resources Group (MDU) stock is in focus after the utility reported fourth quarter results that missed Wall Street’s revenue and adjusted EBITDA expectations, as higher operating costs weighed on its electric business. See our latest analysis for MDU Resources Group. Despite the disappointing quarter, the share price has held reasonably firm, with a year to date share price return of 4.68% and a 1 year total shareholder return of 27.97%. This points to some underlying investor confidence,...

CNH Industrial recently highlighted its India-built farm mechanisation portfolio at its advanced Pune plant and, on 17 February 2026, reported fourth-quarter earnings that investors had been closely awaiting for clues on margin recovery and finance-arm performance. The Pune facility’s role as a hub for locally engineered, India-specific equipment underlines how CNH is using emerging-market manufacturing depth to support both domestic demand and export opportunities. We’ll now examine how...

North of South Capital reduced its stake in Vipshop Holdings in the fourth quarter. The move affects institutional ownership of Vipshop Holdings, ticker NYSE:VIPS. Vipshop continues to report profitability and run share buybacks despite the position cut. For you as a shareholder or watcher of NYSE:VIPS, this shift in ownership comes with a mixed backdrop. The stock closed at $17.54, with a 1 year return of 18.2% and a 3 year return of 35.3%. The 5 year return shows a 48.6% decline. Short...

Circle Internet Group: Stock Moves After Recent Trading Swings Circle Internet Group (CRCL) has drawn fresh attention after a sharp mix of short term gains and recent declines, with the stock up over the past week but down over the past month. See our latest analysis for Circle Internet Group. The recent 1 day share price return of 6.02% and 7 day share price return of 5.26% come after a 30 day share price return of negative 23.62% and year to date share price return of negative 28.07%. This...

LuxExperience B.V (LUXE) is back in focus after a cluster of analyst upgrades and fresh coverage, supported by robust reported sales, improving profitability in core brands, and ongoing progress on its multi year transformation plan. See our latest analysis for LuxExperience B.V. The 7 day share price return of 41.45% and 30 day share price return of 29.43% suggest strong short term momentum, even though the 1 year total shareholder return is a 5.32% loss and the 5 year total shareholder...

Intellia Therapeutics recently saw the US FDA lift a clinical hold on its MAGNITUDE-2 study, allowing an expanded enrollment of around 60 patients under a revised protocol emphasizing additional safety monitoring and data clarity. This resolution, combined with supportive analyst commentary pointing to the rarity of serious liver events, reinforces confidence in Intellia’s in vivo gene-editing platform and broader development partnerships. We’ll now explore how the lifted MAGNITUDE-2...

Herc Holdings, NYSE:HRI, is signaling a more cautious outlook as management plans slower fleet expansion and tighter capital spending. Recent disclosures point to higher operating costs even as revenue continues to grow. The shift comes as investors focus more on profitability and the cyclical nature of the equipment rental sector. Herc Holdings, trading at $173.12, is recalibrating its growth playbook at a time when the stock shows a mixed return profile. Shares are up 13.6% year to date...

Earlier this month, AT&T, Amazon Web Services and Amazon Leo announced a collaboration to modernize U.S. connectivity by combining AT&T’s fiber network, AWS cloud and Amazon’s low Earth orbit satellite services to enhance resilience and expand fixed broadband for business customers. By shifting internal workloads onto AWS Outposts and linking AWS data centers with high-capacity AT&T fiber, the partnership ties AT&T’s network evolution directly to enterprise cloud and AI adoption...