U.S. Software Stock News

In early December 2025, Dynatrace announced expanded integrations with advanced AWS technologies, new AI-driven observability and automation capabilities, and recognition as AWS Public Sector Technology Partner of the Year in LATAM, underscoring deeper alignment with AWS and growing traction in AI-enabled cloud operations and security. By achieving AWS’s new Agentic AI Specialization and rolling out tools like the Kiro autonomous agent and AI observability for Amazon Bedrock AgentCore,...

Norwegian Cruise Line Holdings (NCLH) is back in focus after Goldman Sachs cut the stock to Neutral, highlighting the company’s heavy Caribbean exposure, softening demand, mounting debt, and ongoing cash burn as key risks for investors. See our latest analysis for Norwegian Cruise Line Holdings. The downgrade lands after a choppy year, with a strong 1 month share price return of 9.19% and a 7 day share price return of 9.31% contrasting a weaker year to date share price return of minus 20.72%...

If you are wondering whether Rivian Automotive's recent momentum makes it a bargain or a bubble, you are not alone, and that is exactly what we are going to unpack here. The stock is up 32.1% year to date and 27.2% over the last year, even after a modest 0.2% dip in the past week and a 6.6% gain over the past month, signaling shifting market expectations around its long term prospects. Investors have been reacting to a steady drumbeat of news around Rivian's ramp up in production capacity...

Wondering if Markel Group at around $2,125 a share is still a smart buy, or if most of the upside has already been priced in? You are not alone; this stock has quietly become a favorite among long term compounders. The share price is up around 4% over the last week, 3.1% over the last month, and an impressive 23.8% year to date, adding to 22.0% over 1 year, 66.1% over 3 years, and 110.3% over 5 years. Those gains sit against a backdrop of Markel steadily expanding its specialty insurance...

If you are wondering whether Corning's blistering run has already priced in the upside, you are not alone; this is exactly the kind of stock where valuation really matters. The share price has jumped 12.7% over the last week and 6.4% over the past month, with year to date gains of 101.7% that build on a 1 year return of 101.5%, 3 year return of 203.5% and 5 year return of 198.2%. Those kinds of moves have been underpinned by growing optimism around Corning's role in enabling next generation...

In late 2025, Acadian Asset Management Inc. completed the redemption of all its outstanding US$275 million 4.800% Senior Notes due July 27, 2026, using a previously arranged US$200 million term loan facility and cash on hand. At the same time, its majority-owned subsidiary entered into new three-year term loan and revolving credit agreements maturing in 2028, reshaping the group’s funding mix and access to liquidity. Next, we’ll examine how this refinancing, particularly the shift from fixed...

Klaviyo (KVYO) just rewired its leadership playbook by formally adopting a two-CEO structure and naming veteran software executive Chano Fernández co-CEO alongside founder Andrew Bialecki, a move that could reshape its growth path. See our latest analysis for Klaviyo. The leadership shake up lands after a tough stretch for investors, with the share price now at $30.15 and a year to date share price return of negative 27.6 percent. The 1 year total shareholder return of negative 23.2 percent...

Brown-Forman (BF.B) is wrestling with an unusual problem, a deep Canadian boycott of U.S. spirits that has driven local sales down about 62%, forcing management to guide for a modest full year net sales decline. See our latest analysis for Brown-Forman. Despite the Canada hit and softer quarterly earnings, Brown-Forman shares have shown a 30 day share price return of 11.0% and a 90 day share price return of 12.25%. However, the 1 year total shareholder return of negative 29.22% and 5 year...

Wondering if Kellanova is still a snack aisle staple for your portfolio, or if most of the easy gains are already baked in? Let us unpack what the numbers are really saying about its value. The stock has inched up 0.4% over the last week and 0.1% over the past month, adding to a 2.9% gain year to date and a solid 6.4% over the last year, with longer term returns of 33.3% over three years and 71.5% over five years. Recent attention has focused on Kellanova’s post spin off repositioning as a...

GoDaddy (GDDY) has quietly slipped over the past month, with the stock down about 4% and roughly 13% in the past 3 months. This invites a closer look at what investors might be missing. See our latest analysis for GoDaddy. That recent slide sits against a much stronger backdrop, with GoDaddy still boasting a solid multi year total shareholder return. However, the year to date share price return has turned sharply negative around $126.05, suggesting momentum has faded while growth expectations...

Hilton Worldwide Holdings (HLT) is steering its loyalty engine into new waters, teaming up with Explora Journeys to let Hilton Honors members earn and redeem points on luxury ocean travel experiences. See our latest analysis for Hilton Worldwide Holdings. That partnership news lands as Hilton’s momentum quietly grinds higher, with a 1 day share price return of 2.56 percent and a year to date share price return of 13.49 percent, supporting an impressive 3 year total shareholder return of...

If you are wondering whether Signet Jewelers is still a hidden gem or if most of the upside has already been priced in, this article will walk you through what the numbers are really saying about its value. The stock has been on a bit of a rollercoaster, up 9.0% over the last week and 18.7% year to date, even after a recent 10.2% pullback over the last month, building on an impressive 265.3% gain over five years. Behind those moves, investors have been reacting to Signet's strategic push...

Earlier this month, East West Bancorp, Inc. added former Citi executive Peter Babej to the boards of both the holding company and East West Bank, appointing him to the Risk Oversight Committees and bringing the board to eleven directors, ten of whom are independent. This governance move comes as the bank reports stronger-than-expected third-quarter 2025 earnings and rapid deposit expansion in Houston, highlighting how risk oversight is evolving alongside its growth. We’ll now examine how...

monday.com (MNDY) just caught fresh attention after Guggenheim kicked off coverage with a positive view, as the company racks up multiple Leader badges across Gartner Magic Quadrant reports, reinforcing its position in modern work management software. See our latest analysis for monday.com. Despite a series of upbeat signals, including Guggenheim’s bullish initiation and fresh Gartner leadership nods, monday.com’s share price return tells a more cautious story. The stock has experienced a...

Earlier this week, Barclays initiated coverage on Teladoc Health with an Equal-Weight rating, adding a fresh analyst viewpoint on the virtual care provider’s current positioning. This new coverage highlights how Teladoc’s business model, growth prospects, and risk profile are increasingly under the microscope of major Wall Street firms. We’ll now explore how Barclays’ decision to begin coverage may influence Teladoc Health’s existing investment narrative and perceived long-term...

If you are wondering whether Borr Drilling still offers value after its recent run, or if the easy money has already been made, you are in the right place. The stock has climbed about 13.7% over the last week and 34.3% in the past month, while still sitting on a 122.1% gain over five years. This naturally raises questions about the balance between potential upside and risk from here. Recent moves have been driven by improving sentiment around offshore drilling and tightening jack up rig...

Truist Securities just upgraded DLocal (NasdaqGS:DLO) to Buy after a stronger than expected third quarter, pointing to new CEO Pedro Arnt’s early turnaround moves and more comfortable take rate trends. See our latest analysis for DLocal. The upgrade comes after a choppy stretch for the stock, with a 30 day share price return of negative 3.65 percent, a much healthier year to date share price return of 19.78 percent, and a 25.36 percent one year total shareholder return. This suggests momentum...

FIGS (FIGS) just cleared a key hurdle for investors, topping expectations on both earnings and revenue in its latest quarter, while a fresh Strong Buy rating and upbeat growth catalysts pushed sentiment higher. See our latest analysis for FIGS. The upbeat quarter and Strong Buy call are landing on top of powerful momentum, with an eye catching 30 day share price return of 33.30 percent and year to date share price return of 99.83 percent. The 1 year total shareholder return of 88.62 percent...

Earlier this week, Bruker Corporation reported approximately US$25 million of high-performance magnetic resonance orders from leading French and German research institutions, with revenue expected over fiscal 2026 and 2027, and confirmed acceptance of a second 1.2 GHz NMR system in the UK in Q4 2025. These wins at École Normale Supérieure, the Max Planck Institute for Solid-State Research, and the Institut Européen de Chimie et Biologie underline Bruker’s role as a go-to supplier for...

New Oriental Education & Technology Group (NYSE:EDU) has just been dropped from the Hang Seng China Enterprises Index, a move that could reshape how index-tracking funds and institutional investors position around the stock. See our latest analysis for New Oriental Education & Technology Group. The index removal lands at a delicate moment, with New Oriental’s 7 day share price return of 5.01 percent standing against a year to date share price return of negative 12.82 percent. At the same...

In early December 2025, Playtika’s World Series of Poker free-to-play app highlighted its NFL collaboration, offering limited-time football-themed features, missions, and rewards running through February 8, 2026 across web, iOS, and Android. This tie-up reinforces Playtika’s push to deepen engagement in its social casino portfolio, complementing its record direct-to-consumer revenue and focus on long-term cash generation. Against this backdrop, we’ll examine how the NFL-themed WSOP...

If you are wondering whether General Electric is still attractive after its huge run, or if the easy money has already been made, this breakdown is for you. Despite a 1.7% pullback over the last week and a 9.1% slide over the past month, GE is still up 68.2% year to date, 69.2% over 1 year, and an eye catching 467.3% over 3 years. Those kinds of gains have been driven by a multiyear reshaping of the business, including completing its split into more focused companies and pushing harder into...

Himax Technologies (NasdaqGS:HIMX) is back on traders radar after new momentum in its WiseEye AI and FrontLED micro display, as well as progress toward mass producing Co Packaged Optics for AI data centers. See our latest analysis for Himax Technologies. The recent WiseEye and CPO milestones seem to have flipped sentiment, with the share price now at $9.48 and a 26.74% year to date share price return contributing to a 47.10% one year total shareholder return. This suggests momentum is...

If you are wondering whether Molina Healthcare is a quietly compelling value play or a stock to avoid at current levels, you are not alone. This article is going to unpack that in plain English. After falling sharply over the longer term, with the share price down 44.1% year to date and 46.5% over the last year, the stock has recently bounced with a 7.7% gain over the past week and 13.9% over the last 30 days from a last close of $160.52. Much of the recent price action has been driven by...