U.S. Software Stock News

Barclays just bumped SiteOne Landscape Supply (SITE) up to Equal Weight, pointing to cleaner SG&A execution and steady pricing, while a fresh media partnership and continued analyst support are reshaping how investors are sizing up the stock. See our latest analysis for SiteOne Landscape Supply. Even with the Barclays upgrade and the new media partnership signaling operational and growth momentum, the stock’s 1 year total shareholder return of -14.88 percent and 90 day share price return of...

Wondering if Kimberly-Clark at around $102.89 is a bargain hiding in plain sight or a value trap dressed up as a dividend staple? Let us break down what the current price is really implying about its future. The stock has slipped about 3.8% over the last week and is roughly 21.2% down year to date, leaving it about 19.5% lower than a year ago, which naturally raises questions about sentiment and opportunity. Much of the recent share price pressure has come as investors reassess defensive...

If you are wondering whether GE Vernova’s huge run up has already priced in the upside, or if there is still value on the table, you are not alone. The stock has climbed 3.9% over the last week and 8.7% in the past month, and is now up an eye catching 84.5% year to date and 91.4% over the last year. This naturally raises questions about how much future growth is already baked in. That surge has been fueled by growing investor enthusiasm around the company’s role in the global energy...

In early December 2025, Salesforce reported Q3 FY26 results showing higher revenue and earnings year over year, raised its full-year guidance, affirmed a quarterly cash dividend of US$0.416 per share, completed a multibillion‑dollar buyback tranche, and announced that Lumen Technologies’ David Ward will join as President and Chief Architect. The quarter also highlighted rapid AI adoption through the Agentforce platform, a global Agentforce Life Sciences win with AstraZeneca, and a US$25...

Mama's Creations (MAMA) just posted its Q3 2026 numbers, with revenue of about $47.3 million, basic EPS of $0.01, and net income of $0.5 million, setting the stage for investors to parse how the growth story is holding up. The company has seen quarterly revenue move from $31.5 million in Q3 2025 to $47.3 million in the latest quarter, while EPS shifted from $0.01 to $0.01 and net income from $0.4 million to $0.5 million, giving a clearer read on how much of the top line is actually making it...

Academy Sports and Outdoors (ASO) has posted its Q3 2026 numbers with revenue of about $1.4 billion and EPS of roughly $1.07, giving investors a fresh read on how demand is holding up across the year. The company has seen revenue move from roughly $1.34 billion in Q3 2025 to about $1.38 billion in Q3 2026, while EPS shifted from around $0.94 to $1.07 over the same period, setting a clear baseline for how the business is tracking through the current cycle as margins do the heavy lifting in the...

Yum! Brands (YUM) has quietly outperformed many traditional restaurant peers over the past year, and its latest trading action is prompting a closer look at whether the recent pullback opens a reasonable entry point. See our latest analysis for Yum! Brands. At around a 7.1% year to date share price return and a 5.5% total shareholder return over the past year, Yum! Brands has seen momentum cool recently, but the share price still reflects confidence in its longer term growth and cash...

W. P. Carey (WPC) has quietly pulled back about 3 % over the past month, even as its year to date return remains close to 20 %, prompting a fresh look at the REIT’s income and valuation setup. See our latest analysis for W. P. Carey. That recent 3 % pullback in the share price sits against a much stronger backdrop, with a near 20 % year to date share price return and a 1 year total shareholder return above 23 %. This suggests momentum is cooling a bit, but longer term income sentiment remains...

Oklo (OKLO) has been on a wild ride, and with the stock up more than 4,600% over the past year, investors are asking whether this nuclear upstart is still reasonably priced or already overheated. See our latest analysis for Oklo. That explosive 464.22% one year total shareholder return has been powered by excitement around Oklo’s advanced fission plans and fuel recycling ambitions, even though the 1 day share price return of minus 0.65% shows momentum cooling a touch after a 40.92% 90 day...

Star Group (SGU) closed FY 2025 with fourth quarter revenue of $247.7 million and basic EPS of -$0.84, capping off a volatile year that nevertheless left trailing 12 month EPS at $2.12 on $1.8 billion in revenue and net income of $72.8 million. The company has seen quarterly revenue swing from $488.1 million and EPS of $0.79 in Q1 2025 to a peak of $743.0 million and EPS of $2.13 in Q2, before moderating in the second half as Q3 delivered $305.6 million of revenue and EPS of -$0.48. Against...

In recent weeks, multiple law firms have filed securities class action lawsuits against Freeport-McMoRan over alleged safety misstatements at its Grasberg Block Cave mine in Indonesia, following a fatal landslide and subsequent regulatory and operational fallout. This wave of litigation places Freeport-McMoRan’s long‑emphasized sustainability and safety commitments under sharper scrutiny, with potential implications for regulatory relations and investor confidence in its Indonesian...

If you are wondering whether Home Depot is quietly turning into a bargain or if the market is right to be cautious, you are not alone. That is exactly what we are going to unpack here. The stock has slipped recently, down about 2.5% over the last week, 7.0% over the past month, and 11.1% year to date, even though it is still up 11.9% over 3 years and 45.5% over 5 years. Recent headlines have focused on shifting consumer spending toward smaller home projects and ongoing debates about how...

3M (MMM) has quietly outperformed over the past year, with the stock up roughly 30% while posting improving revenue and double digit earnings growth. That combination is drawing fresh investor attention. See our latest analysis for 3M. With the share price now around $165.09 and a strong year to date share price return of 27.29%, momentum still looks constructive, especially alongside a nearly 30% one year total shareholder return that hints investors are re-rating 3M as execution...

Pure Storage (PSTG) has quietly pulled back over the past month after a strong run this year, and that dip is exactly what has investors rethinking what they are willing to pay. See our latest analysis for Pure Storage. That recent 7 day share price return of minus 25.94 percent, on top of a 30 day share price return of minus 22.12 percent from a last close of 70.15 dollars, looks more like a sharp breather in a stock that still boasts a 5 year total shareholder return of 224.77 percent. This...

Ferguson Enterprises (FERG) just opened fiscal 2026 with Q1 revenue of about $8.2 billion and basic EPS of $2.91, setting the tone for how its earnings momentum is carrying into the new year. The company has seen quarterly revenue move from roughly $7.9 billion in Q4 2024 to $7.8 billion in Q1 2025 and now $8.2 billion in Q1 2026, while basic EPS has stepped up from $2.24 to $2.34 and then to $2.91 over the same periods. This gives investors a clear view of how earnings power is tracking the...

Earlier this year, Sylvamo’s board adopted a limited-duration shareholder rights plan, often called a poison pill, after Atlas Holdings ended its cooperation agreement and its affiliated directors resigned while retaining a large shareholding. The plan, which runs through November 2026, is designed to stop any investor quietly building a controlling stake without fairly compensating existing shareholders or giving the board time to evaluate alternatives. Next, we’ll examine how this...

If you have been wondering whether Tempus AI's rapid rise is justified or if the stock is already priced for perfection, you are not alone. After a strong run, the stock is still up 121.5% year to date, including a 6.0% gain over the last month and 2.6% over the past week. This suggests that sentiment is anything but neutral. Much of this excitement has been driven by Tempus AI's expanding role in applying AI to precision medicine and data driven clinical decision support, which investors...

Earlier this week, Michael Burry revealed that he holds sizable positions in Fannie Mae and Freddie Mac common stock, arguing in a detailed blog post that their return to major public markets hinges on regulatory changes in Washington. He contended that without easing capital requirements, converting certain preferred shares, and reducing the government’s claim on the companies, existing common equity could effectively be worthless, sharpening the policy stakes for current and prospective...

Sana Biotechnology (SANA) is back on traders radar after Nature Biotechnology published new preclinical data on its fusogen platform, showing in vivo gene editing of hematopoietic stem cells without conditioning chemotherapy. See our latest analysis for Sana Biotechnology. The Nature Biotechnology data has arrived after a big run up, with the share price at 4.35 and a roughly 163 percent year to date share price return signaling that optimism and speculative momentum are clearly building...

In recent days, Crocs has faced a weaker outlook as stagnating sales in its core clogs line, exposure to tariffs, pricing shifts, and tougher competition weighed on sentiment toward the footwear brand. This pressure comes despite earlier views highlighting Crocs’ strong international expansion, direct-to-consumer momentum, and profitability focus, setting up a tension between long-term strengths and near-term demand risks. Next, we’ll explore how concerns over stagnating clog sales may...

MakeMyTrip (MMYT) edged about 2% higher as investors positioned ahead of its upcoming earnings report, where the market is watching for meaningful year over year changes in both earnings and revenue. See our latest analysis for MakeMyTrip. That small pre earnings bump comes after a much rougher stretch, with a 30 day share price return of minus 8.11% and a year to date share price return of minus 38.30%, even though the three year total shareholder return is still up a hefty 148.13%. This...

If you are wondering whether RTX is still worth buying after its huge run, or if you are turning up late to the party, you are not alone. This is exactly what we are going to unpack. RTX has climbed 48.9% over the last year and 171.4% over five years, even though the last 30 days saw a modest 2.8% pullback after a 1.9% gain in the past week and a 48.2% jump year to date. Recent headlines have focused on RTX's position as a key defense and aerospace supplier as geopolitical tensions stay...

G-III Apparel Group (GIII) posted Q3 2026 revenue of about $988.6 million with basic EPS of $1.91, setting the tone for a quarter where headline results and recent trends are firmly in focus for investors. The company has seen quarterly revenue move from $644.8 million in Q2 2025 to $613.3 million in Q2 2026 and then to $988.6 million in the latest quarter, while basic EPS shifted from $0.54 in Q2 2025 to $0.26 in Q2 2026 and now $1.91, against a backdrop of trailing 12 month net profit...

If you have wondered whether American Water Works Company is fairly priced or quietly offering value, you are not alone, and now is a good moment to take a closer look. The stock has drifted, up just 3.5% year to date and roughly flat over the last year at 0.2%, which masks a tougher 3 year stretch with shares down about 14.0%. Recent headlines have focused on American Water Works expanding regulated water and wastewater operations through municipal system acquisitions and ongoing...