U.S. Software Stock News

If you are wondering whether STAG Industrial is offering fair value at around US$39.30, you are not alone, many investors are asking the same question. The stock has returned 2.0% over the past 7 days, 5.8% over 30 days, 6.4% year to date, 14.5% over 1 year, 31.7% over 3 years and 51.6% over 5 years, which naturally puts the current price under the spotlight. Recent coverage around STAG has largely focused on its position as a pure play on U.S. industrial real estate and its role in serving...

Wingstop Inc. recently reported fourth-quarter and full-year 2025 results, completed a US$658.63 million share repurchase program covering 2,585,149 shares, and declared a US$0.30 per-share quarterly dividend payable on March 27, 2026 to stockholders of record on March 6, 2026. Management highlighted that technology investments such as the fully deployed Wingstop Smart Kitchen and expansion into six new international markets are improving restaurant operations and supporting the company’s...

If you are wondering whether 10x Genomics is priced attractively at its current level, this article walks through how its value stacks up using several common yardsticks. The stock last closed at US$22.13, with returns of 15.3% over the past 7 days, 2.4% over 30 days, 33.2% year to date and 105.3% over 1 year, set against longer term returns of a 54.1% decline over 3 years and an 85.0% decline over 5 years. Recent news flow around 10x Genomics has focused on its position in single cell and...

Bread Financial Holdings (BFH) drew fresh attention after its Board approved a US$600 million increase to the existing share repurchase authorization, lifting the total available for buybacks to US$765 million with no expiration. See our latest analysis for Bread Financial Holdings. The buyback expansion comes after a strong run in the shares, with a 1-day share price return of 8.31%, a 30-day share price return of 14.14%, and a 1-year total shareholder return of 49.91%. This suggests...

ResMed (NYSE:RMD) is opening a new distribution center in Greenwood, Indiana, to expand its U.S. logistics network. The Greenwood facility is planned as a major hub to support medical product delivery to patients and providers across North America. The project is expected to add logistics capacity, support faster deliveries, and create new jobs in the local community. ResMed focuses on sleep and respiratory care solutions, supplying equipment and software to patients, clinicians, and health...

Appian (APPN) just reported fourth quarter and full year 2025 results that moved from a net loss to a small profit, paired with 2026 revenue guidance, an AI focused growth story and a new share buyback. See our latest analysis for Appian. The earnings beat, 2026 revenue guidance and new US$50 million buyback sit against a mixed share price picture, with a 1 day share price return of 3.8% and 7 day share price return of 11.4%, but a 90 day share price return decline of 32.3% and a 5 year total...

If you are wondering whether National Health Investors is priced fairly after its recent run, or if the current share price offers value, this article focuses squarely on what you are getting for the price you pay. The stock recently closed at US$87.68, with a 1 year return of 29.2% and a 3 year return of 93.1%, alongside a 30 day return of 10.7% and a 7 day return showing a 1.2% decline. Recent attention on the senior housing and healthcare real estate space has kept National Health...

The 10-K filing that put Bancorp (TBBK) in focus Bancorp (TBBK) is back on investors’ radar after its February 25 10-K filing. The report highlighted its fintech-heavy deposit base, technology and AI spending, and the concentration and regulatory risks tied to those partnerships. See our latest analysis for Bancorp. At a share price of $57.18, Bancorp has seen a 16.33% decline in its 30 day share price return and a 15.49% decline year to date. Its 3 year total shareholder return of 65.40% and...

American Express has announced plans to build and fully occupy a new, nearly two million-square-foot global headquarters at 2 World Trade Center in Lower Manhattan by 2031, featuring flexible workspaces, extensive outdoor terraces, and targeting LEED certification with advanced, fully-electric smart-building systems. The project, which is expected to add about US$5.90 billion to New York City’s economy and US$6.30 billion to New York State while creating more than 3,200 construction-related...

Coterra Energy, NYSE:CTRA, is drawing fresh attention for its capital allocation, including sustained dividends and share buybacks supported by strong free cash flow. The company is emphasizing shareholder returns while maintaining a solid balance sheet and a large U.S. shale asset base with gas heavy production. This approach is coming into focus as investors watch for a potential recovery in natural gas markets. Coterra Energy, NYSE:CTRA, is back on investor radars as its capital return...

Constellium SE recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$2,201 million for the quarter and US$8.45 billion for the year, while net income improved to US$112 million for the quarter and US$273 million for the year, alongside sharply higher earnings per share versus 2024. At the same time, the company completed a sizeable share repurchase program totaling 13,627,278 shares for US$193.87 million, signaling management’s confidence and amplifying the...

Rush Street Interactive (NYSE:RSI) reported strong user growth in its North American online casino markets in the fourth quarter. Monthly active users in these markets grew 51% in the period, with no new market launches. The company cited improved customer acquisition and retention as key drivers of this performance. Operational performance in North American online casino operations improved alongside user growth. Rush Street Interactive runs real money online casinos and sports betting...

ADMA Biologics (ADMA) has capped FY 2025 with fourth quarter revenue of US$139.2 million and basic EPS of US$0.21, while trailing twelve month revenue sits at US$510.2 million and EPS at US$0.62. The company has seen quarterly revenue move from US$117.5 million in Q4 2024 to US$139.2 million in Q4 2025, with basic EPS shifting from US$0.47 to US$0.21 over the same period. This sets up a results season where growth expectations and margin quality are front of mind for investors. See our full...

Beacon Financial (BBT) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns but a stronger pattern over the past month and the past three months. See our latest analysis for Beacon Financial. With the share price at US$31.05, Beacon Financial’s recent 30 day share price return of 9.41% and 90 day share price return of 21.34% suggest building momentum, while the 12.98% 1 year total shareholder return points to steadier longer term...

AXIS Capital Holdings (AXS) has announced a fresh round of capital returns, combining new common and preferred dividends with a newly authorized $300 million share repurchase program that highlights its capital allocation approach. See our latest analysis for AXIS Capital Holdings. AXIS Capital Holdings’ 1 day share price return of 1.97% around the latest dividend and buyback announcement sits against relatively steady short term moves, while its 1 year total shareholder return of 10.56% and...

If you are wondering whether Levi Strauss is still fairly priced after its recent run, this article will walk through what the current share price could mean for you. The stock last closed at US$22.56, with reported returns of 1.4% over 7 days, 6.2% over 30 days, 8.4% year to date, 32.7% over 1 year and 38.1% over 3 years. These figures naturally raise questions about how much of the story is already reflected in the price. Recent headlines around Levi Strauss have focused on the company as...

Builders FirstSource (BLDR) shares are in focus after the company reported a weak fourth quarter and full year, with lower sales, sharply reduced net income, and a cautious 2026 net sales outlook. See our latest analysis for Builders FirstSource. At a share price of US$104.56, Builders FirstSource has seen momentum cool recently. The 7 day share price return is 6.16% and the 30 day share price return is 10.85%, while its 1 year total shareholder return of 24.86% contrasts with a 5 year total...

HEICO (HEI) opened fiscal 2026 with Q1 revenue of US$1.2 billion and basic EPS of US$1.36, supported by trailing 12 month net income of US$712.6 million and EPS of US$5.12, alongside 25.6% year over year earnings growth and a 20.1% earnings CAGR over five years. The company has seen revenue move from US$3.9 billion to US$4.6 billion and trailing 12 month net income rise from US$514.1 million to US$712.6 million, with earnings growth of 25.6% over the last year and forecasts calling for about...

Ambarella, Inc. reported past fourth-quarter fiscal 2026 results with sales of US$100.87 million and a net loss of US$16.44 million, while issuing first-quarter fiscal 2027 revenue guidance of US$97.0 million to US$103.0 million and projecting total fiscal 2027 revenue growth of 10% to 15%. The company capped a record year in which sales reached US$390.70 million, supported by edge AI chips that now account for 80% of revenue, ongoing product launches in advanced AI SoCs, and an extended...

If you are wondering whether Willis Towers Watson is priced fairly or offering value right now, it helps to step back from the headline share price and look at what you are actually paying for. The stock last closed at US$308.29, with returns of 2.4% over the past 7 days, a 1.9% decline over 30 days, a 5.5% decline year to date, a 7.0% decline over 1 year, and gains of 34.8% over 3 years and 48.4% over 5 years. Recent share price moves sit against a backdrop of ongoing interest in Willis...

If you are wondering whether Medtronic at around US$97.03 is offering fair value or a potential mismatch between price and worth, you are not alone. The stock is roughly flat over the past week with a 0.6% decline, slightly softer over the last month with a 3.6% decline, but still shows a 1.0% year to date return and 10.3% over 1 year, while the 3 year return sits at 30.1% and the 5 year return at a 2.2% decline. Recent attention on Medtronic has focused on its position in medical devices...

Capital One Financial stock moves as investors weigh recent performance and valuation signals Capital One Financial (COF) shares are drawing attention after recent trading left the stock with mixed returns, including a negative move over the past month and past 3 months alongside a positive 1 year total return. See our latest analysis for Capital One Financial. The recent 1 day and 7 day share price gains contrast with weaker 1 month, 3 month and year to date share price returns. At the same...

If you are wondering whether Patria Investments is attractively priced right now, this article will walk through how its current share price compares with a few common valuation yardsticks. The stock last closed at US$13.50, after a 3.6% decline over the past week and a 15.4% decline over the last month, while the 1-year return sits at 23.5%. Recent news flow around Patria Investments has largely centered on its role as a listed alternative asset manager and its exposure to Latin American...

NetScout Systems (NTCT) is back in focus after reporting FQ3 2026 results that topped revenue expectations and spotlighting its AI-driven Omnis solutions for telecom operators seeking more usable network data. See our latest analysis for NetScout Systems. That product news and the FQ3 beat come against a backdrop where the share price sits at US$29.33, with a 30-day share price return of 4.9% and a 90-day share price return of 9.1%. The 1-year total shareholder return of 30.3% points to...