U.S. Software Stock News

Astronics (ATRO) slipped after Airbus trimmed its 2025 delivery plans, citing fuselage panel quality issues, and the market quickly connected that slowdown to potential demand pressure across the aerospace supply chain. See our latest analysis for Astronics. Even with today’s wobble on the Airbus headline, Astronics’ 1 month share price return of 12.07 percent and year to date share price return of 233.44 percent show strong momentum, supported by a 3 year total shareholder return of 435.06...

Kraft Heinz (KHC) has been grinding through a tough stretch, with the share price down about 20% this year and nearly 30% over the past 3 years, despite modest revenue growth. See our latest analysis for Kraft Heinz. At around $24.51 per share, Kraft Heinz has seen its 1 year total shareholder return slide roughly 18%, and the 3 year total shareholder return drop close to 30%. This suggests sentiment is still fading rather than turning. If you are reassessing where slow moving staples fit in...

Uber Technologies (UBER) has been grinding higher this week, with shares edging above 92 dollars as investors reassess what its strong year to date run means for future returns at today’s valuation. See our latest analysis for Uber Technologies. That latest push above 92 dollars extends a powerful run, with a roughly 47 percent year to date share price return and a more than tripling three year total shareholder return. This suggests momentum is still broadly intact even after recent...

CONMED (CNMD) has quietly slipped over the past year, but the underlying business tells a more nuanced story, with steady revenue and earnings growth that makes the current share price worth a closer look. See our latest analysis for CONMED. Despite a steep year to date share price return of around negative 40 percent and a one year total shareholder return near negative 45 percent, investors are really reacting to a reset in expectations rather than a collapse in fundamentals. This may be...

Graphic Packaging Holding Company recently announced that longtime CEO and President Michael P. Doss will step down on December 31, 2025, with former Primo Brands CEO Robbert E. Rietbroek set to take over as CEO and join the Board on January 1, 2026. Rietbroek’s background in consumer brands, sustainability-focused water businesses, and packaging design patents introduces a leadership profile closely aligned with Graphic Packaging’s push into innovation and environmentally conscious...

On 8 December 2025, Cogent Communications Holdings resumed its stock repurchase program while Vice President of Network Strategy Henry W. Kilmer sold 4,800 shares. This combination of renewed buybacks, insider selling, and analyst concerns about revenue trends and dividend sustainability highlights shifting capital allocation priorities and operational questions for investors. We’ll now examine how the resumed share repurchase program, set against recent analyst concerns, could reshape...

Asbury Automotive Group recently announced that after the 2026 Annual Meeting, longtime CEO David W. Hult will move into the Executive Chairman role while current Chief Operating Officer Daniel E. “Dan” Clara becomes President and Chief Executive Officer, with further board leadership changes expected at that time. This handover elevates a 20-year company veteran whose operational leadership has been closely tied to Asbury’s integration of large acquisitions and creation of long-term...

EPR Properties has expanded its experiential real estate footprint with a $113 million sale leaseback for five championship golf courses and a Virginia Beach water park, while simultaneously launching a $400 million at the market equity program. See our latest analysis for EPR Properties. Those moves come as sentiment cools a little in the near term, with the 7 day share price return at minus 3.8 percent. However, a 1 year total shareholder return of 20.26 percent and five year total...

ORIC Pharmaceuticals (ORIC) is back in the spotlight after unveiling fresh Phase 1b data for its lung cancer drug enozertinib at ESMO Asia 2025, highlighting systemic and intracranial activity in difficult EGFR and HER2 mutation settings. See our latest analysis for ORIC Pharmaceuticals. The string of upbeat enozertinib updates, analyst support and recent conference exposure comes against a choppy tape, with a weaker 1 month share price return but still a strong year to date share price gain...

In recent days, Marriott Vacations Worldwide reported mixed Q3 2025 results, with adjusted earnings per share beating estimates while revenue declined year over year, and management narrowed full-year guidance while emphasizing the expected US$150 million–US$200 million EBITDA benefits from its ongoing modernization program by 2026. Analysts at Stifel and Barclays reiterated positive ratings and corporate insiders increased their buying activity, signaling continued confidence in the...

Nurix Therapeutics has reported updated Phase 1a/1b data for its BTK degrader bexobrutideg (NX-5948) in relapsed or refractory B‑cell malignancies, including chronic lymphocytic leukemia, with results presented at the 2025 ASH Annual Meeting and supporting 600 mg as the recommended Phase 2 dose. The new data, generated under FDA initiatives Project Optimus and Project Prime, underpin the pivotal DAYBreak Phase 2 program and highlight Nurix’s effort to position BTK degradation as a potential...

In December 2025, Masimo entered into a new unsecured credit facility comprising a US$250 million term loan and US$750 million revolving commitments, replacing its prior agreement and extending maturities to December 2030. The facility’s leverage-linked interest spreads, unused fee, and potential US$400 million accordion highlight how Masimo is reconfiguring its balance sheet to enhance financial flexibility for capital investment and working capital. We’ll now examine how Masimo’s expanded...

PROS Holdings (PRO) has quietly turned into a comeback story, with the stock up nearly 50% over the past 3 months even as its 1 year return still sits slightly negative. See our latest analysis for PROS Holdings. That sharp 90 day share price return of roughly 49% has flipped sentiment after a long grind, even though the 1 year total shareholder return of about negative 5% shows this is still an early stage comeback rather than a completed turnaround. If PROS has you rethinking growth stories...

Artivion (AORT) has quietly become a strong performer, with shares up sharply this year even after a recent pullback. Investors are starting to weigh whether the current price still reflects its growth trajectory. See our latest analysis for Artivion. The stock’s latest pullback, including a modest 1 day share price return of minus 1.17 percent to 44.07 dollars, comes after a powerful year to date share price return of 56.94 percent and a standout 3 year total shareholder return of 240.84...

Antero Resources (AR) has quietly outperformed many energy peers over the past month, with the stock up around 11% and roughly 16% over the past three months, catching the attention of value-focused investors. See our latest analysis for Antero Resources. Zooming out, that recent strength adds to a solid run, with a roughly mid teens 3 month share price return and a near 20% one year total shareholder return indicating that momentum is still building around Antero’s growth story and risk...

National Health Investors (NHI) has quietly outperformed many income names this year, and with its shares up about 15% year to date, investors are asking whether the momentum still matches the fundamentals. See our latest analysis for National Health Investors. The steady year to date share price return of around 15% to about $78.82, backed by solid recent revenue and net income growth, suggests momentum is still building rather than fading, and the market is slowly repricing National Health...

Service Corporation International (SCI) just gave investors a confidence boost, combining upbeat analyst commentary with stronger than expected third quarter results and a higher quarterly dividend that underlines management’s comfort with future cash flows. See our latest analysis for Service Corporation International. The upbeat earnings surprise and dividend hike help explain why, despite a recent 1 month share price return of negative 4.29 percent and a 1 year total shareholder return of...

CACI International (CACI) just landed two sizable multi year task orders with the U.S. Navy and Army, bolstering its backlog and strengthening already important defense relationships that support the stock’s longer term earnings power. See our latest analysis for CACI International. Those fresh Navy and Army wins come after a strong run, with the share price up sharply on a 90 day basis and multi year total shareholder returns showing steady, compounding momentum. If contract driven growth...

In early December 2025, United Natural Foods reported first-quarter sales of US$7.84 billion, a reduced net loss of US$4 million, and US$10 million in long-lived asset impairment charges, while affirming full-year guidance that includes the possibility of returning to a modest profit. Although revenue edged slightly lower year over year, the significantly smaller loss per share and maintained outlook suggest operational progress despite ongoing cost and asset challenges. We’ll now examine...

In early December 2025, Prologis’ Board declared a regular quarterly cash dividend of US$1.01 per common share and a US$1.0675 dividend on its 8.54% Series Q Cumulative Redeemable Preferred Stock, both payable on December 31, 2025, to holders of record on December 16, 2025. Alongside record leasing of nearly 62 million square feet, a growing data center pipeline, and raised operational guidance, these dividends underline how Prologis is leaning on both stable cash returns and expanding...

In recent days, Standex International was upgraded to a “buy” rating by Wall Street Zen and other analysts after the company posted earnings that exceeded estimates and delivered strong year-on-year revenue growth. This combination of analyst optimism and outperformance against expectations points to rising confidence in Standex’s execution and demand for its products across key end markets. We’ll now examine how the recent analyst upgrades, following Standex’s earnings beat, may influence...

Realty Income (O) has quietly lagged the broader market over the past 3 months, even as its fundamentals keep improving. With the share price drifting, investors are asking whether this dividend REIT now offers a better entry point. See our latest analysis for Realty Income. Over the past year, Realty Income has quietly delivered a solid positive year to date share price return while its longer term total shareholder returns have been more modest. This suggests momentum is improving but not...

In recent days, Ollie’s Bargain Outlet Holdings announced it would report Q3 2026 results before the market open on December 9, 2025, alongside continuing its long-running holiday round‑up partnership with Feeding America to support local food banks. This combination of an upcoming earnings release, upbeat analyst expectations, and a values-driven Feeding America campaign highlights how Ollie’s is leaning on both operational execution and brand goodwill to deepen customer and investor...

Mercury General (MCY) has quietly turned into a strong insurance rebound story, with the stock up about 36% year to date and roughly 18% over the past 3 months, catching value-focused investors attention. See our latest analysis for Mercury General. That 35.8% year to date share price return, alongside a 3 year total shareholder return of about 175.5%, suggests investors are steadily warming to Mercury General again as underwriting results and sentiment improve around property and auto...