U.S. Software Stock News

Investors may be wondering if Lumentum Holdings at about US$1,053 per share is still offering value, or if most of the easy gains are already on the table. The stock has logged a 7.9% move over the last week, 17.4% over the last month, and a very large return year to date of 172.7%, with multi-year returns also very large compared to the starting point five years ago. Recent coverage has focused on the sharp share price performance and what it might imply about changing expectations for the...

Crescent Energy (CRGY) drew attention after reporting first quarter 2026 results that combined higher revenue and record production with a much larger net loss and a sharply weaker loss per share. See our latest analysis for Crescent Energy. Following the Q1 2026 results and record production update, Crescent Energy’s share price has slipped 8.9% over the past week and 2.0% over the past month. However, the 23.2% 90 day share price return and 46.8% year to date share price return signal that...

Why Bristol-Myers Squibb (BMY) is on investors’ radar Bristol-Myers Squibb (BMY) has drawn fresh attention after recent trading left the stock down about 5% over the past month and about 8.5% over the past 3 months, despite a positive 1 year total return. See our latest analysis for Bristol-Myers Squibb. Recent trading has been weaker, with the share price down 2.98% over the past week and 5.03% over the past month. At the same time, the 1 year total shareholder return of 21.32% remains...

Rigetti Computing plans to invest up to $100 million in the United Kingdom to develop a quantum computing system with more than 1,000 qubits. The company targets delivery of this system within the next three to four years as part of wider UK quantum initiatives. The move is intended to support domestic quantum infrastructure and align with the UK government's national quantum program. For investors watching NasdaqCM:RGTI, this UK commitment sits alongside a share price of $20.51 and very...

EOG Resources reported past first-quarter 2026 results with revenue of US$6.92 billion and net income of US$1.98 billion, alongside higher earnings per share than a year earlier. The company also delivered sizable year-on-year growth in oil, NGL and gas production volumes, while continuing dividends, buybacks and issuing detailed 2026 production guidance. Next, we will examine how this strong first-quarter earnings and production performance may influence EOG Resources’ existing investment...

Applied Materials (AMAT) has drawn fresh attention after announcing a new AI focused semiconductor development partnership with TSMC at its planned US$5b EPIC Center in Silicon Valley, alongside new university research collaborations. See our latest analysis for Applied Materials. Those EPIC Center partnerships land at a time when momentum in the stock has been strong, with a 7 day share price return of 13.35%, a 90 day share price return of 34.81% and a 1 year total shareholder return of...

Murphy Oil stock snapshot after recent performance shifts Murphy Oil (MUR) has seen mixed share performance recently, with the stock up 1.7% over the past day but down about 10.7% over the past week and 3.0% over the past month. See our latest analysis for Murphy Oil. At a share price of $37.62, Murphy Oil’s momentum has cooled recently, with short term share price returns weaker than its stronger year to date gains and very strong 1 year total shareholder return of 72.09%, suggesting earlier...

In the past quarter, Mobileye Global reported Q1 adjusted earnings and revenue ahead of expectations, raised its full-year outlook, and highlighted new wins including a Mahindra design deal plus progress in its robotaxi and advanced driver programs. An interesting takeaway is how stronger-than-expected EyeQ unit shipments and operating leverage are already feeding through to upgraded guidance for 2026. Next, we’ll examine how Mobileye’s stronger EyeQ shipment outlook may reshape its...

Wondering if S&P Global’s current share price actually lines up with its underlying worth, or if the recent weakness is setting up a better entry point for long term investors. The stock last closed at US$421.00, with returns that include a 7 day decline of 0.9%, a 30 day gain of 1.3%, and year to date and 1 year returns that are both down 17.9% and 18.1% respectively, while the 3 year and 5 year figures stand at 19.4% and 17.0%. Recent moves in S&P Global’s share price sit against a...

Wingstop (WING) stock has come under pressure after its latest earnings, with a multi day slide following updated guidance calling for a low single digit decline in domestic same store sales. See our latest analysis for Wingstop. The recent selling pressure sits on top of a much longer slide, with the share price down 50.4% year to date and the 1 year total shareholder return down 55.3%, even as Wingstop continues to open new restaurants, roll out Smart Kitchen technology and complete share...

In early May 2026, Darling Ingredients reported first-quarter 2026 results showing revenue of US$1,550.82 million and net income of US$134.31 million, followed by an Investor Day where management outlined three-year priorities and a Shelf Registration filing for 5,645,450 ESOP-related common shares worth about US$356.28 million. The company emphasized the growing contribution of its Diamond Green Diesel joint venture and projected US$4–6 billion of cash generation from 2027 to 2030 to fund...

If you are wondering whether monday.com is starting to look attractively priced or still carries too much risk at today’s levels, this article walks through what the current share price might be telling you. The stock trades at US$76.91, after falling 0.5% over the last week but rising 30.8% over the last month, while the year to date return is down 46.4% and the 1 year return is down 72.5%. Recent coverage around monday.com has focused on its role in cloud based work management and broader...

Soft earnings didn't appear to concern Alkermes plc's ( NASDAQ:ALKS ) shareholders over the last week. We did some...

Boost Run, Inc. ( NASDAQ:BRUN ) is possibly approaching a major achievement in its business, so we would like to shine...

The United States market has shown robust performance, rising 2.6% over the last week and 26% over the past year, with earnings expected to grow by 17% annually. In such a thriving environment, identifying stocks that are potentially priced below their estimated value can offer investors opportunities for growth as they seek to capitalize on undervalued assets amidst positive market conditions.

The United States market has shown robust performance, climbing 2.6% in the last seven days and achieving a remarkable 26% increase over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best, aligning management interests with those of shareholders.

The U.S. market has experienced a notable upswing, climbing 2.6% in the last week and 26% over the past year, with earnings expected to grow by 17% annually in the coming years. Despite being perceived as a dated term, penny stocks remain relevant for investors seeking affordable entry points into companies with significant growth potential. By focusing on those with strong financials and balance sheets, these stocks can offer promising opportunities without many of the typical risks...

The United States market has shown robust performance, rising 2.6% over the last week and 26% over the past year, with earnings anticipated to grow by 17% annually in the coming years. In such a dynamic environment, identifying stocks with strong fundamentals can provide valuable opportunities for investors seeking to capitalize on this upward trend.

The United States market has experienced a notable upswing, climbing 2.6% in the last week and an impressive 26% over the past year, with earnings projected to grow by 17% annually. In such a dynamic environment, dividend stocks yielding up to 4.3% can offer investors a blend of income and potential for capital appreciation, making them an attractive consideration for those seeking steady returns amidst market growth.

Zoetis (ZTS) is back in focus after its rare Q1 2026 miss on both revenue and earnings, a lowered full year outlook, and a sharp slide in the share price. See our latest analysis for Zoetis. The Q1 2026 earnings miss and softer full year guidance have capped an already weak run, with the stock recording a 30 day share price return of down 34.95% and a 1 year total shareholder return of down 51.91%. This points to fading momentum as investors reassess risk. If recent volatility has you...

Grand Canyon Education (LOPE) reported first quarter 2026 results with net income of US$75.35 million and diluted EPS of US$2.80, alongside fresh guidance for upcoming quarters and the full year. See our latest analysis for Grand Canyon Education. The share price has eased in recent months, with a 90 day share price return of down 4.53% and a 1 year total shareholder return of down 17.25%. However, the 5 year total shareholder return of 71.57% highlights a stronger longer term record. If...

Magnite (MGNI) drew fresh attention after reporting first quarter 2026 results that exceeded revenue and profitability expectations, supported by stronger connected TV activity, AI driven product updates, and contributions from new advertising partnerships. See our latest analysis for Magnite. Despite the fresh earnings beat and AI plus CTV updates, Magnite’s share price is down 16.75% year to date, with a 1 year total shareholder return decline of 17.11%. However, a 30 day share price return...

In the first quarter of 2026, CRH plc reported revenue of US$7,370 million, a net loss of US$176 million partly reflecting US$48 million of asset impairments, while also completing US$331.91 million of share repurchases and reaffirming full‑year 2026 net income guidance of US$3.9 billion to US$4.1 billion with diluted EPS of US$5.60 to US$6.05. Alongside these results, CRH continued reshaping its portfolio and returned cash via buybacks, signalling management’s commitment to capital...

Uniti Group reported record growth in fiber subscribers and strong fiber revenue in its latest quarterly update. Total fiber revenue grew 15%, supported by rising demand from AI focused customers that require high capacity connectivity. Consumer fiber additions reached a record level, highlighting increased traction in Uniti Group's fiber network business. For investors tracking NasdaqGS:UNIT, the latest results put fresh attention on Uniti Group's fiber operations as a key driver of the...