U.S. Software Stock News

NasdaqGS:HCSG
NasdaqGS:HCSGCommercial Services

Healthcare Services Group (HCSG) EPS Rebound To US$0.59 Tests Bearish Earnings Narratives

Healthcare Services Group (HCSG) has put a more upbeat marker down for FY 2025, with Q3 revenue of US$464.3 million and EPS of US$0.59, alongside net income of US$43.0 million. The company has seen revenue move from US$428.1 million in Q3 2024 to US$464.3 million in Q3 2025, while EPS shifted from US$0.19 to US$0.59 and net income from US$14.0 million to US$43.0 million. This sets up a story where leaner margins and an earnings track record sit at the center of how investors read this...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Clearway Energy (CWEN.A) Valuation Check After Strong One Year Shareholder Return

Clearway Energy (CWEN.A) has drawn investor interest with a recent share price near $37.33, along with a mix of revenue and net income trends that invites a closer look at how the business is currently positioned. See our latest analysis for Clearway Energy. At a share price of $37.33, Clearway Energy has seen firm short term momentum, with a 20.77% 1 month share price return and a 16.22% year to date share price return contributing to a 61.10% 1 year total shareholder return. This indicates...
NYSE:PL
NYSE:PLProfessional Services

Is Planet Labs (PL) Stock’s Triple Digit Gain Still Supported By Fundamentals

If you are wondering whether Planet Labs PBC’s soaring share price still lines up with the underlying business, you are in the right place for a closer look at what that could mean for value. The stock has had a mixed recent run, with a 0.6% decline over the last 7 days and a 14.9% decline over the last 30 days, while still showing a 6.1% gain year to date and a 254.3% return over the last year, along with a 347.3% return over the last 3 years. These moves sit against a backdrop of ongoing...
NYSE:AFL
NYSE:AFLInsurance

How Weaker 2025 Results And Solid Japan Demand At Aflac (AFL) Have Changed Its Investment Story

Aflac reported its fourth-quarter and full-year 2025 results, with revenue of US$4,866 million and net income of US$1,379 million for the quarter, and full-year revenue of US$17.16 billion and net income of US$3.65 billion, both lower than the prior year. Despite these declines, management highlighted strong sales momentum in Japan driven by new cancer and medical products and resilient premium growth in the U.S., suggesting underlying demand for its supplemental insurance offerings remains...
NYSE:VIRT
NYSE:VIRTCapital Markets

A Look At Virtu Financial (VIRT) Valuation After EPS More Than Doubles In 2025 Results

Virtu Financial (VIRT) has drawn fresh attention after reporting full year 2025 results, with revenue of US$3,632.12 million, net income of US$468.36 million, and earnings per share more than doubling compared with the prior year. See our latest analysis for Virtu Financial. The latest results and dividend affirmation come after a strong run, with a 16.35% year to date share price return and a 3 year total shareholder return of 107.41%. This suggests momentum has been building over time,...
NYSE:VOYA
NYSE:VOYADiversified Financial

Is Voya Financial (VOYA) Attractive After Mixed Returns And A Lower P/E Multiple?

Wondering if Voya Financial at around US$75.29 is offering you good value right now, or if the easy money has already been made? The stock has had mixed recent returns, with a 3.5% gain over the last 7 days, a 3.6% decline over 30 days, and returns of 5.2% over 1 year, 4.8% over 3 years, and 47.0% over 5 years. Recent company updates, corporate actions, and industry headlines around diversified financials help explain why the share price has moved in different directions over the short and...
NYSE:WRB
NYSE:WRBInsurance

Assessing W. R. Berkley (WRB) Valuation After $57 Million Insider Buying And Earnings Decline

Insider buying focus after earnings setback W. R. Berkley (WRB) has drawn investor attention after major shareholder Mitsui Sumitomo Insurance committed about US$57 million to insider purchases following a 21.9% year over year decline in quarterly earnings. See our latest analysis for W. R. Berkley. At a share price of US$71.54, W. R. Berkley has seen a 1 day share price return of 2.32% and a 30 day share price return of 4.12%. Its 1 year total shareholder return of 20.93% and 5 year total...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Exact Sciences Milestone In Breast Cancer Testing And What It Means For Valuation

Exact Sciences reports that more than 2 million breast cancer patients have now used its Oncotype DX Breast Recurrence Score test. The test is used to help personalize treatment decisions and reduce unnecessary chemotherapy in early stage breast cancer. This milestone highlights broad global adoption of the test in precision cancer care. For investors watching Exact Sciences, NasdaqCM:EXAS, this milestone sits alongside a current share price of $103.43. The stock has returned 105.5% over...
NYSE:CL
NYSE:CLHousehold Products

Colgate Palmolive (CL) Valuation Check After Q4 Revenue Tops Expectations And Momentum Builds In Key Categories

Colgate-Palmolive (CL) shares are in focus after fourth quarter results showed revenue ahead of analyst expectations. Management highlighted momentum in oral care and pet nutrition despite softer category conditions in several markets. See our latest analysis for Colgate-Palmolive. Those fourth quarter numbers and the 2026 outlook arrive after a strong run in the shares, with a 16.33% 1 month share price return and a 40.76% 3 year total shareholder return suggesting momentum has been building...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP Balances Latin America Expansion With US$50 Million Share Buyback

EZCORP (NasdaqGS:EZPW) announced a multi year US$50 million share repurchase program. The company highlighted an active M&A pipeline with a focus on expanding its pawn footprint across Latin America. Management pointed to available liquidity and an intent to remain disciplined on deal terms while pursuing further acquisitions. EZCORP runs pawn and related consumer financial services, a segment that tends to draw interest when credit conditions are tight and many customers look for small,...
NYSE:RMD
NYSE:RMDMedical Equipment

Assessing ResMed (RMD) Valuation After Recent Share Price Swings And Growth Expectations

ResMed stock snapshot after recent moves ResMed (RMD) has drawn attention after recent share price swings, with the stock closing at US$259.62. For context, the company reports annual revenue of US$5.40b and net income of US$1.49b. See our latest analysis for ResMed. Recent weakness, including a 1-day share price return of a 1.49% decline and a softer 7-day move, sits against a steadier backdrop. The year-to-date share price return of 6.05% alongside a 1-year total shareholder return of...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Aurora’s Quarter Million Driverless Miles And New Hardware Eye Commercial Scale

Aurora Innovation (NasdaqGS:AUR) has surpassed 250,000 driverless miles with zero collisions. The company has introduced its second generation hardware for fully autonomous trucking fleets. Aurora is expanding collaborations with multiple OEM partners to support future driverless operations. Aurora Innovation focuses on autonomous trucking technology, aiming to provide a driverless freight solution for carriers and shippers. The new hardware generation and the zero collision milestone in...
NYSE:RF
NYSE:RFBanks

Is Regions Financial (RF) Pricing Look Interesting After Strong Multi Year Share Price Gains

If you have been wondering whether Regions Financial's current share price really reflects what the business is worth, you are not alone. The stock last closed at US$30.95, with returns of 1.7% over the past week, 9.5% over the past month, 12.3% year to date and 34.6% over the past year, along with 48.4% over three years and 88.9% over five years. Recent attention on U.S. regional banks has kept Regions Financial in focus, as investors reassess risk and capital strength across the sector. At...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Is It Too Late To Consider Fortinet (FTNT) After Its Recent Share Price Rebound?

Wondering if Fortinet at around US$87.82 is offering you good value today, or if the easy gains are already behind it? This article is here to help you make sense of the price tag. Fortinet’s share price has moved to US$87.82, with returns of 8.3% over 7 days, 11.6% over 30 days, 12.8% year to date and a 18.5% decline over 1 year, while the 3 year and 5 year returns sit at 39.8% and 164.2% respectively. Recent coverage has focused on Fortinet’s position in cybersecurity and how sentiment has...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Criteo (CRTO) EPS Growth And 8.6% Margin Test Cookie Risk Narratives

Criteo (CRTO) just posted its FY 2025 third quarter numbers, with revenue of US$469.7 million and basic EPS of US$0.72, alongside trailing twelve month EPS of US$3.14 on revenue of about US$2.0 billion and net income of US$168.1 million. Over recent quarters the company has seen revenue move from US$553.0 million and EPS of US$1.30 in Q4 2024 to US$451.4 million and EPS of US$0.70 in Q1 2025 and US$482.7 million with EPS of US$0.40 in Q2 2025. This sets up Q3’s EPS print in the context of a...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Sees 2027 Growth Acceleration With Contracted Exports

Enterprise Products Partners (NYSE:EPD) expects growth to accelerate starting in 2027 as major projects move into full service. The company links higher projected adjusted EBITDA and cash flow from 2027 to these projects entering operation. Long term contracts for key export terminals now provide earnings visibility well into the next decade. Full contract coverage at these facilities is designed to support steadier future cash flows and reduce revenue swings. Enterprise Products Partners...
NYSE:FPS
NYSE:FPSElectrical

Is Forgent Power Solutions (FPS) Pricing Look Stretched After 13.9% Year To Date Gain?

If you are wondering whether Forgent Power Solutions is actually good value at its current price, this article will walk through what the numbers are really saying about the stock. The share price recently closed at US$33.03, and year to date the stock has returned 13.9%, which has put it on more investors' radars. Recent attention on Forgent Power Solutions has largely come from evergreen coverage that is keeping the stock in focus for investors who are assessing valuation and fundamentals...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde’s Strong 2025 Results And M&A Pipeline Might Change The Case For Investing In LIN

In early February 2026, Linde plc reported fourth-quarter 2025 sales of US$8,764 million and full-year sales of US$33.99 billion, alongside full-year net income of US$6.90 billion and higher earnings per share versus the previous year. On the same earnings call, Linde’s leadership highlighted an active pipeline of tuck-in acquisitions focused on boosting network density and synergies, particularly across North America and parts of Asia, reinforcing M&A as a core plank of its growth...
NYSE:EME
NYSE:EMEConstruction

Is EMCOR Group (EME) Still Attractively Priced After A Powerful Multi‑Year Share Price Surge

If you are wondering whether EMCOR Group's current share price still makes sense, you are not alone. Many investors are asking if the recent run leaves much value on the table. The stock recently closed at US$808.51, with returns of 14.1% over 7 days, 22.4% over 30 days, 26.6% year to date, 86.9% over 1 year and a very large gain over 3 and 5 years that is close to 7x over 5 years. Recent news flow around EMCOR Group has highlighted ongoing investor attention on the company and its position...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

Is CME Group (CME) Pricing Leave Room After Strong Multi‑Year Share Gains

If you are wondering whether CME Group's US$302.48 share price still offers value, you are not alone. This article will walk through what the current price might mean for long term investors. The stock has returned 2.7% over the last 7 days, 14.2% over the last 30 days, 12.2% year to date, 23.8% over 1 year, 79.7% over 3 years and 91.3% over 5 years, so it makes sense to ask how that lines up with what the business might be worth. Recent attention on CME Group has focused on its role as a...
NYSE:ET
NYSE:ETOil and Gas

Energy Transfer (ET) Valuation Check After Recent Short Term Returns And Long Term Outperformance

Energy Transfer: What Recent Returns Say About The Stock Now Energy Transfer (ET) has recently drawn attention after a stretch of mixed short term returns, with a 0.6% move over the past month and roughly 9.5% over the past 3 months, prompting a closer look at the partnership’s fundamentals. See our latest analysis for Energy Transfer. At a share price of US$18.21, Energy Transfer’s recent 30 day share price return of 6.2% and 90 day return of 9.5% point to building momentum. The 3 year total...
NYSE:TT
NYSE:TTBuilding

A Look At Trane Technologies (TT) Valuation After LiquidStack Deal And AI HVAC Expansion

Trane Technologies (TT) is making a push deeper into data center and AI-driven HVAC, headlined by a deal to acquire LiquidStack and fresh attention on its generative AI platform for building controls. See our latest analysis for Trane Technologies. The latest data center and AI HVAC moves come on top of a busy few weeks that included new 2026 guidance, a completed share buyback tranche, a dividend increase and a compressor technology collaboration. During this period, Trane Technologies has...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta Growth Story Ties PGA Alliance And APJ Leadership Shift

Okta expanded its alliance with the PGA of America to provide AI powered, secure digital identity experiences for golfers and staff. The company appointed Dan Mountstephen as Senior VP and GM for Asia Pacific and Japan, strengthening its leadership in that region. These updates arrive with Okta (NasdaqGS:OKTA) shares trading at $88.18. For investors watching Okta, the combination of a deeper relationship with the PGA of America and new leadership in Asia Pacific and Japan gives more color...
NasdaqGS:DIOD
NasdaqGS:DIODSemiconductor

Diodes (DIOD) One Off Gain Clouds 50.2% Earnings Jump Narrative

Diodes (DIOD) has wrapped up FY 2025 with fourth quarter revenue of US$391.6 million and basic EPS of US$0.22, supported by trailing twelve month revenue of about US$1.5 billion and EPS of US$1.43. The company has seen quarterly revenue range from US$332.1 million to US$392.2 million over the past year, with basic EPS moving from a loss of US$0.10 in Q1 2025 to a peak of US$0.99 in Q2 2025 before moderating in the second half. This sets up a picture where improving trailing margins and a...