U.S. Software Stock News

Wondering if Jacobs Solutions at around US$141.50 is giving you fair value for the risk you take, or if the price is leaving too much on the table. The stock has seen returns of 2.2% over the last 7 days, 5.6% over 30 days, 4.5% year to date, 4.3% over 1 year, 48.1% over 3 years and 60.4% over 5 years, which naturally raises questions about how much of that performance is already reflected in the current share price. Recent news around Jacobs Solutions has focused on its role as a large US...

Why Mar Vista walked away from Equifax Equifax (EFX) is back under the spotlight after Mar Vista Investment Partners fully exited its position, citing pressure from FICO’s new approach to mortgage credit scoring and a slower housing market recovery. For you as an investor, this move highlights two key questions: how much of Equifax’s credit scoring economics could be at risk over time, and whether the current stock price fairly reflects those changing industry terms. See our latest analysis...

Jefferies’ upgrade of Donaldson Company (DCI), following improved mining and non-residential construction trends and higher full-year margin and earnings guidance, has put fresh attention on how this filtration specialist’s multi-segment momentum could influence investor expectations. See our latest analysis for Donaldson Company. The Jefferies upgrade and higher guidance come on top of a solid run in the shares, with a 90 day share price return of 21.7% and a 1 year total shareholder return...

Hershey (HSY) has been back in the spotlight after rolling out Shaq A Licious SLAMS with Shaquille O'Neal and refreshing its Valentine’s lineup, while also stepping up marketing behind its core chocolate brand. See our latest analysis for Hershey. Those new candy launches and the bigger marketing push have arrived alongside a pickup in investor interest, with a 7-day share price return of 8.83% and a 1-year total shareholder return of 34.83% suggesting momentum has recently improved after a...

Earlier this week, Valero Energy participated in a broad rally among oil and gas companies as WTI crude reached a multi‑month high amid rising geopolitical tensions involving Iran, lifting sentiment across the energy sector. This move underscores how shifts in geopolitical risk and crude benchmarks can quickly influence expectations for refining economics and earnings potential at Valero. We’ll now examine how heightened Middle East tensions and stronger crude prices may influence Valero’s...

In the past few months, Goldman Sachs began covering Golar LNG Limited with a positive view, while Golar confirmed that all Conditions Precedent for its 20‑year MKII FLNG charter with Southern Energy in Argentina had been satisfied, securing a long-term commercial arrangement. These developments, occurring against the backdrop of Argentina’s recent election of Javier Milei, meaningfully reduce policy uncertainty around the project and sharpen focus on Golar’s exposure to LNG-linked commodity...

If you are wondering whether lululemon athletica's current share price still reflects its long term potential, you are not alone. This article is built to help you size up what you are really paying for today. The stock last closed at US$205.01, with returns of a 3.4% decline over 7 days, a 0.8% decline over 30 days, a 2.8% decline year to date and a 44.7% decline over 1 year, while the 3 and 5 year returns stand at a 33.4% decline and a 41.3% decline. Recent coverage has focused on...

In recent updates, Beam Therapeutics reported past progress with the FDA on a potential accelerated approval pathway for its BEAM-302 program in alpha-1 antitrypsin deficiency and outlined plans to file a biologics license application for its sickle cell therapy, risto-cel, as early as the end of 2026, supported by inclusion in expedited review initiatives and an operating cash runway into 2029. An important insight is that Beam’s combination of regulatory alignment, CMC support via an FDA...

In recent months, Newmont has benefited from record-high gold prices, strong profitability metrics, and the ramp-up of projects such as Ahafo North, while preparing to report its full-year 2025 results in February 2026. Analysts and quantitative models have turned increasingly positive on Newmont’s fundamentals, citing its Tier 1 asset focus, global portfolio quality, and disciplined capital allocation, including ongoing divestitures of non-core assets. We’ll now examine how Newmont’s...

What the new Employee File Cabinet launch means for BBSI shareholders Barrett Business Services (BBSI) has rolled out its Employee File Cabinet HRIS module within the BBSI Client Portal, built with Box, giving clients a secure, centralized hub for key HR documents. The launch highlights BBSI’s ongoing push to consolidate HR workflows into a single portal experience. The company points to potential benefits around compliance, time savings, and employee access to their own documents. See our...

Recently, Wells Fargo upgraded Monolithic Power Systems to an Overweight rating, citing an improving outlook for the semiconductor sector and potential customer inventory replenishment as key supports for the company’s power-management chip business. The upgrade also highlighted that upcoming results will be measured against a softer period last year, which could make any operational progress appear more pronounced relative to prior performance. Next, we’ll examine how Wells Fargo’s more...

ReNew Energy Global (RNW) has drawn attention after recent share price moves left the stock with mixed return patterns, including a gain over the past month but declines across the past 3 months and year. See our latest analysis for ReNew Energy Global. The recent 4.05% 1 month share price return contrasts with a 29.60% 3 month share price decline and a 19.76% 1 year total shareholder return loss, suggesting momentum has picked up in the short term after a weaker longer run. If ReNew’s swings...

Energy Vault Holdings, Inc. previously filed a shelf registration for US$180.55 million of common stock, while also beginning construction on the 150 MW/300 MWh SOSA Energy Center battery storage project in Madison County, Texas under its Asset Vault "Own & Operate" platform. This combination of fresh financing capacity and the company’s first Asset Vault project in the ERCOT North market highlights a shift toward owned infrastructure backed by recurring revenues and supported by a US$300...

Recently, BrightSpring Health Services attracted heightened investor attention as analysts highlighted its position in home and community-based healthcare, particularly serving Medicare, Medicaid, and insured populations through its Pharmacy Solutions and Provider Services segments. An interesting angle is how this analyst enthusiasm centers on BrightSpring’s growth prospects in integrated home-based care, a part of healthcare that is gaining importance as care increasingly shifts away from...

Why DiamondRock Hospitality Stock Is Back on Investor Radars DiamondRock Hospitality (DRH) is drawing fresh attention after Deutsche Bank upgraded the stock, along with a 12.5% dividend increase for 2025 and a planned move to Nasdaq's Global Select Market. See our latest analysis for DiamondRock Hospitality. The stock has been quietly gathering momentum, with a 20.31% 90 day share price return and a 1 year total shareholder return of 8.07%. This suggests sentiment has improved alongside the...

Why Sarepta’s recent safety and revenue setbacks matter for SRPT Sarepta Therapeutics (SRPT) has been under pressure after missing 2025 net product revenue forecasts and facing serious safety and regulatory issues tied to its Elevidys gene therapy, including FDA warnings and reported patient deaths. See our latest analysis for Sarepta Therapeutics. Those safety and revenue setbacks have fed into weak momentum, with a 1-day share price return of 6.54% and a 7-day return of 7.95%, while the...

If you are wondering whether Mastercard's share price still makes sense at current levels, the key question is how its underlying value compares with what the market is paying. The stock recently closed at US$542.65, with returns of a 6.5% decline over 7 days, a 4.1% decline over 30 days, a 3.6% decline year to date, 4.3% over 1 year, 50.1% over 3 years, and 67.0% over 5 years. This gives you a mix of shorter term weakness and longer term strength to consider. Recent headlines around...

If you are wondering whether Illumina's current share price reflects its true worth, this article walks through the key numbers that matter before you make up your mind. Illumina's stock recently closed at US$145.30, with returns of 10.4% over 30 days, 8.2% year to date and 5.8% over 1 year, but declines of 23.9% over 3 years and 63.1% over 5 years, highlighting how mixed the journey has been for long term holders. Recent news around Illumina has focused on ongoing questions about its...

If you are wondering whether Pfizer's current share price fairly reflects its fundamentals, you are not alone. This article is designed to help you weigh that up clearly. Pfizer shares last closed at US$25.89, with returns of 2.4% over the past 7 days, 1.4% over 30 days, 2.8% year to date, 4.8% over 1 year, a 31.5% decline over 3 years, and a 9.4% decline over 5 years. This provides important context before looking at any valuation numbers. Recent headlines around Pfizer have focused on the...

In early January 2026, Acadia Pharmaceuticals used the J.P. Morgan Healthcare Conference and Biotech Showcase to outline its long-range plans, including projected combined net sales of about US$1.70 billion by 2028 from NUPLAZID and DAYBUE and the staged U.S. launch of DAYBUE STIX for Rett syndrome starting in Q1 2026. The company also highlighted an upcoming Phase 2 readout for remlifanserin in Alzheimer’s disease psychosis expected between August and October 2026, underlining management’s...

Agilysys, Inc. recently announced that YMCA of the Rockies has adopted 15 of its hospitality software solutions to modernize lodging, dining, activities and guest services across its two large Colorado campuses, Estes Park Center and Snow Mountain Ranch. This wide-ranging, integrated deployment at one of the largest family and group resorts in the United States underscores Agilysys’s ability to support complex, high-capacity hospitality operations with a single software ecosystem. We’ll now...

With no single event driving headlines today, Amkor Technology (AMKR) is drawing attention as investors weigh its recent share performance, current valuation signals and the scale of its outsourced semiconductor packaging and test operations. See our latest analysis for Amkor Technology. Recent trading has been choppy, with a 1-day share price return of 1.09% and a 7-day share price return showing a 3.53% decline. This comes alongside a much stronger 30-day and 90-day share price return of...

Regions Financial recently announced that longtime Chief Financial Officer and Senior Executive Vice President David J. Turner, Jr. will retire on March 31, 2026, with current Controller and head of Corporate Finance Anil D. Chadha set to assume the CFO and Senior Executive Vice President roles. This carefully planned internal succession, featuring a finance leader deeply involved in Regions’ reporting, capital, and risk analytics functions, is important because it signals continuity in how...

Why Sterling Infrastructure Is On Investors’ Radar Sterling Infrastructure (STRL) has been drawing attention after strong multi year total returns, with 1 year and 3 year figures well above its shorter term moves over the past month and past 3 months. See our latest analysis for Sterling Infrastructure. The recent 1 day share price return of 5.34% and 7 day share price return of 13.00% at a share price of $336.31 come after a softer 90 day share price return of a 5.42% decline. However, the...