U.S. Software Stock News

NYSE:MIR
NYSE:MIRElectronic

A Look At Mirion Technologies (MIR) Valuation After Recent Share Price Weakness

Event context and recent stock performance Mirion Technologies (MIR) has drawn fresh attention after recent price swings, with the stock up about 2.7% over the past day but showing negative returns over the past week and month. Over the past 3 months and year to date, Mirion has also recorded negative returns. In contrast, the 1 year and 3 year total returns are positive, highlighting a difference between shorter term weakness and longer run performance. See our latest analysis for Mirion...
NYSE:CDE
NYSE:CDEMetals and Mining

Why Coeur Mining (CDE) Is Up 13.6% After Record 2025 Results And New Gold Acquisition Plan

Coeur Mining, Inc. reported past full-year 2025 results with sales rising to US$2,070.13 million and net income reaching US$585.87 million, alongside sharply higher earnings per share from continuing operations. The company also released 2026 production guidance and advanced its planned acquisition of New Gold, signaling an intention to build scale while bringing experienced mining and financial leaders onto its board. With record 2025 production and earnings now public, we’ll examine how...
NYSE:RHI
NYSE:RHIProfessional Services

Robert Half Ties New Leaders To Marketing And Operations Modernization Story

Robert Half (NYSE:RHI) has promoted Linda Christensen to senior vice president of global marketing. Ryan Skubis has been appointed senior district president for business operations modernization. The leadership changes highlight a renewed focus on marketing and operational modernization across the company. For investors watching NYSE:RHI, these leadership moves arrive at a time when the share price is around $23.60 and recent returns have been weak. The stock has seen a 57.3% decline over...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Assessing Cooper Companies (COO) Valuation After Recent Momentum And Modest Discount To Fair Value

Event context and recent stock performance Cooper Companies (COO) did not move today on a single headline event. The stock’s recent pattern still gives you some context, with a 1 day return of 0.75% and a past week gain of 1.98%. Over the past month the shares show a 2.79% return, while the past 3 months sit at 7.21%. Year to date the stock is up 3.02%, although the 1 year total return is a 7.42% decline. See our latest analysis for Cooper Companies. With the share price at $83.56, Cooper...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

How Investors Are Reacting To Walmart (WMT) Boosting Payouts And Buybacks Amid AI-Driven Mix Shift

In February 2026, Walmart reported full-year revenue of US$713.16 billion and net income of US$21.89 billion, announced a 5% annual dividend increase to US$0.99 per share for fiscal 2027, and authorized a new US$30 billion share repurchase program while completing its prior buyback plan. At the same time, Walmart’s push into higher-margin, tech-enabled areas, from rapidly growing e-commerce and advertising to AI tools and new branded offerings like Smash Kitchen snacks and Catalyst Pet’s...
NYSE:HCC
NYSE:HCCMetals and Mining

Assessing Warrior Met Coal (HCC) Valuation After Strong Quarter And Blue Creek Production Progress

Warrior Met Coal (HCC) drew fresh attention after reporting higher fourth quarter 2025 sales, revenue, and net income versus a year earlier, alongside strong steelmaking coal production supported by the Blue Creek operation. See our latest analysis for Warrior Met Coal. That quarterly update and 2026 production guidance came alongside a 4.03% 1 day share price return and a 6.64% 7 day share price return. The 30 day share price return of 7.94% contrasts with a much stronger 1 year total...
NYSE:NVT
NYSE:NVTElectrical

Evaluating nVent Electric (NVT) After A Strong Multi‑Year Share Price Run

Why nVent Electric (NVT) is on investors’ radar With nVent Electric (NVT) showing a 1 day return of 2.9% and a past year total return of 98.0%, many investors are taking a fresh look at its recent performance and fundamentals. See our latest analysis for nVent Electric. nVent Electric’s 1 day share price return of 2.9% builds on a 7.2% 30 day and 11.0% 90 day share price return. Its 1 year total shareholder return of 98.0% and 5 year total shareholder return of 370.2% point to sustained...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

How Investors Are Reacting To Frontdoor (FTDR) Tariff Uncertainty And Margin Pressure Despite Rising Revenue

The Trump administration’s recent decision to impose a 15% global tariff for up to 150 days under the Trade Act of 1974 has reintroduced trade policy uncertainty for companies with international supply chains, including home services provider Frontdoor. At the same time, Wall Street analysts now expect Frontdoor’s upcoming quarterly earnings per share to fall to US$0.11 even as revenues are projected to rise to US$420.6 million, highlighting pressure on profitability and changes in how the...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Gaming Shakeup Tests Xbox Strategy And Valuation Story

Microsoft (NasdaqGS:MSFT) has announced a leadership transition in its Gaming division, with long-time Xbox chief Phil Spencer retiring after nearly 40 years at the company. Asha Sharma, previously head of product development for Microsoft's CoreAI division, has been appointed as the new CEO of Gaming. Additional changes include the departure of Xbox president Sarah Bond and the promotion of Matt Booty to chief content officer. For investors watching Microsoft at a group level, this shift...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Is Instacart’s Lush Tie-Up a Small Step or a Strategy Shift for Maplebear (CART)?

Earlier in February 2026, Instacart and Lush Cosmetics announced a partnership to offer same-day delivery of more than 600 Lush products from 250 stores across the US and Canada via the Instacart app. This move deepens Instacart’s reach into higher-margin beauty and gifting categories, broadening its role beyond grocery as a same-day convenience platform. Next, we’ll examine how expanding into beauty through the Lush partnership could influence Instacart’s investment narrative and long-term...
NYSE:DAR
NYSE:DARFood

Assessing Darling Ingredients (DAR) Valuation After Q4 Results Show Revenue Growth But Weaker Profitability

Darling Ingredients (DAR) has come into focus after reporting fourth quarter and full year results, with higher sales but much lower net income and earnings per share. This has sharpened attention on the stock’s recent re rating. See our latest analysis for Darling Ingredients. Those results landed after a strong run in the shares, with a 30 day share price return of 23.26% and a 90 day share price return of 43.93%. The 1 year total shareholder return of 36.62% contrasts with a 3 year total...
NasdaqGS:OZK
NasdaqGS:OZKBanks

Assessing Bank OZK (OZK) Valuation As Shares Trade Below Analyst Fair Value Estimate

Event overview and why Bank OZK is on investors’ radar Bank OZK (OZK) is drawing fresh attention after recent share price moves, with the stock closing at $48.63 and posting mixed short term returns alongside longer term total returns over the past 3 years and 5 years. See our latest analysis for Bank OZK. Recent trading paints a picture of steady interest rather than a sudden shift in sentiment, with a 30 day share price return of 5.86% and a 1 year total shareholder return of 5.25%. This...
NYSE:CWH
NYSE:CWHSpecialty Retail

Assessing Camping World Holdings (CWH) Valuation As Mixed Signals Draw Fresh Investor Attention

Why Camping World Holdings Stock Is Drawing Attention Now Camping World Holdings (CWH) has been on investors’ radar after a stretch of weaker share performance, including a 1-month return of 24.6% and a past 3 months return of 4.2%. At a last close of US$10.85, the company combines annual revenue of about US$6.4b with a reported net income loss of US$54.1 million, giving investors a mix of scale and current profitability questions to weigh. See our latest analysis for Camping World...
NYSE:ICL
NYSE:ICLChemicals

Is ICL Group’s (ICL) Q4 Impairment Hit and Maintained Dividend Reframing Its Risk Profile?

ICL Group Ltd reported its fourth-quarter and full-year 2025 results, with sales rising to US$1,701 million for the quarter and US$7,153 million for the year, but swinging to a quarterly net loss of US$73 million and recording US$111 million of fixed asset impairments, while also declaring a cash dividend of US$0.04650 per share. The contrast between higher sales and a quarterly loss driven by much larger impairment charges, alongside the decision to maintain a cash dividend, raises...
NasdaqGS:PDFS
NasdaqGS:PDFSSemiconductor

Does PDF Solutions’ 2026 Growth Target and New Fund Backing Recast the Bull Case for PDFS?

PDF Solutions, Inc. reported past fourth-quarter 2025 revenue of US$62.4 million and a small net loss, while full-year revenue reached US$219.02 million alongside a modest loss, and management projected 2026 revenue growth consistent with its 20% long-term target. Brown Capital Management’s decision to add PDF Solutions to its Small Company Fund highlights growing institutional interest in the company’s semiconductor data analytics platform despite its shift from profitability to a small...
NYSE:FND
NYSE:FNDSpecialty Retail

Is It Time To Reassess Floor & Decor (FND) After Its 30% One Year Share Price Drop?

Investors may be wondering whether Floor & Decor Holdings is fairly priced after recent swings in the share price, or if the current level could be an opportunity or a warning sign. The stock last closed at US$69.61, with a 0.5% move over 7 days, a 7.5% decline over 30 days, a 10.5% gain year to date, and a 30.6% decline over the past year. These moves give mixed signals about how the market currently views its potential and risk. Recent coverage has focused on Floor & Decor as a specialty...
NasdaqGS:LFUS
NasdaqGS:LFUSElectronic

Is It Too Late To Consider Littelfuse (LFUS) After A 55% One-Year Rally?

If you are looking at Littelfuse and wondering whether the recent price puts the stock on sale or at a premium, the key question is what you are really paying for at today's level. The share price recently closed at US$368.60, with returns of 5.4% over 7 days, 27.0% over 30 days, 40.4% year to date and 54.7% over 1 year, which naturally raises questions about how much of the story is already in the price. Alongside these moves, recent news flow around Littelfuse has focused on its position...
NYSE:KFY
NYSE:KFYProfessional Services

Assessing Korn Ferry (KFY) Valuation After Recent Share Price Weakness

What stands out about Korn Ferry right now Korn Ferry (KFY) is drawing investor interest after a stretch of negative share returns over the month and past 3 months, alongside positive annual growth in both revenue and net income. See our latest analysis for Korn Ferry. At a share price of $59.54, Korn Ferry has seen a 12.45% 30 day share price decline and a 10.32% negative year to date share price return. Its 3 year total shareholder return of 13.63% and 5 year total shareholder return of...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

TMC the metals (TMC) Is Up 9.1% After Regulatory Tailwinds Clarify Deep-Sea Mining Pathway

The Metals Company recently reported increased governmental support and clearer international regulations for deep-sea polymetallic nodule mining, bringing its offshore copper, nickel, manganese and cobalt project closer to potential commercial operations. This shift in regulatory momentum is significant because it addresses a key overhang on the company’s business model, potentially reshaping how investors view deep-sea resources as part of the broader metals supply chain. Next, we’ll look...
NasdaqCM:MLTX
NasdaqCM:MLTXBiotechs

Assessing MoonLake Immunotherapeutics (MLTX) Valuation After Positive Phase 2 S-OLARIS Trial Results

MoonLake Immunotherapeutics (MLTX) has drawn fresh attention after reporting positive topline results from its Phase 2 S-OLARIS trial in axial spondyloarthritis, where sonelokimab delivered clinically meaningful benefits and reduced key disease activity markers. See our latest analysis for MoonLake Immunotherapeutics. The latest S-OLARIS update comes after a strong run, with MoonLake’s 30 day share price return of 14.75% and 90 day share price return of 31.88%. However, its 1 year total...
NYSE:ROK
NYSE:ROKElectrical

A Look At Rockwell Automation (ROK) Valuation As Bologna Center Expansion Draws Investor Attention

Event driven look at Rockwell Automation stock Rockwell Automation (ROK) has opened its Bologna Customer Experience Center in EMEA, pairing this with fresh research on OEM pain points around technology gaps, workforce instability, and costly unplanned downtime. See our latest analysis for Rockwell Automation. At a share price of $405.30, Rockwell Automation has seen a 4.6% 1 day share price return and a 4.3% 7 day share price return. Its 1 year total shareholder return of 42.5% points to...
NYSE:GNL
NYSE:GNLREITs

Global Net Lease (GNL) Valuation Check As Earnings Optimism Builds Ahead Of Upcoming Report

Why Global Net Lease’s upcoming earnings matter Global Net Lease (GNL) is set to report its quarterly earnings on February 25, 2026. Many investors are watching this event closely after the company previously reported earnings per share that exceeded expectations. See our latest analysis for Global Net Lease. At a share price of $9.66, Global Net Lease has seen a 17.52% 90 day share price return and a 46.12% 1 year total shareholder return, suggesting momentum has been building ahead of this...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

A Look At H World Group (NasdaqGS:HTHT) Valuation After The Launch Of Hanting Inn Expansion

Why H World Group stock is back on investor radar H World Group (HTHT) has launched Hanting Inn, an economy hotel brand focused on scalable, asset light growth in lower tier cities and price sensitive markets. This move directly speaks to expansion minded investors. See our latest analysis for H World Group. At a share price of $54.55, H World Group has seen stronger recent momentum, with a 30 day share price return of 8.49% and a 90 day share price return of 17.16%. The 1 year total...
NYSE:KTB
NYSE:KTBLuxury

Does Kontoor Brands’ (KTB) Steady Dividend Mask Rising Tariff-Driven Margin Risks?

Kontoor Brands, Inc. recently declared a regular quarterly cash dividend of US$0.53 per share, payable on March 20, 2026, to shareholders of record as of March 10, 2026. This routine dividend decision came as renewed global tariff announcements from the Trump administration revived trade-policy uncertainty for companies with extensive international supply chains like Kontoor Brands. We’ll now examine how the renewed global tariff uncertainty reshapes Kontoor Brands’ investment narrative...