APLE trades 29% below one fair value estimate while analysts split between downgrade and overweight. The per-key math tells a more complicated story than either side wants to admit.
IHG posted 16% adjusted EPS growth and a record year for openings, but Q4 Americas RevPAR fell 1.4% and Greater China was negative for the full year. The analyst ratings now range from Buy to Sell on the same set of numbers.
BTIG reiterates a $6,250 price target while the stock sits near a 52-week low at $3,864. The gap between analyst conviction and market behavior is the real story.
