U.S. Software Stock News

Leidos Holdings (LDOS) has been on many investors radar this year, and its latest pullback is prompting fresh questions about whether the stock is offering a more attractive entry point again. See our latest analysis for Leidos Holdings. Despite the recent pullback, Leidos’ 1-year total shareholder return of 21.72 percent and standout 79.17 percent three year total shareholder return suggest longer term momentum is still firmly intact, even as the 1 month share price return cools. If you like...

PG&E (PCG) has quietly slipped about 9% over the past month, even though earnings and cash flow have been relatively stable. This may present an interesting entry point for patient utility investors. See our latest analysis for PG&E. Zooming out, PG&E’s share price has fallen sharply this year, with a weak year to date share price return and a negative one year total shareholder return. This suggests momentum has cooled as investors reassess regulatory and execution risks despite improving...

BGC Group (BGC) has quietly slipped about 4% over the past month and 13% in the past 3 months, even though its underlying business continues to grow and may give investors an intriguing setup. See our latest analysis for BGC Group. Zooming out, BGC’s recent pullback sits within a year where the share price return has drifted modestly lower, even as its multi year total shareholder return remains strongly positive. This suggests momentum has cooled, but the longer term story is still...

In late November 2025, Asiacell announced it was adopting Cisco’s AI-driven Provider Connectivity Assurance platform to improve real-time monitoring, diagnostics, and self-healing capabilities across its nationwide Iraqi network. This deployment underscores how Cisco’s AI-enabled automation tools are moving deeper into live carrier networks, reinforcing its position in AI-powered networking and service assurance. Now we’ll examine how surging AI infrastructure demand and Cisco’s raised...

Core & Main (CNM) just posted its Q3 2026 numbers, with revenue at about $2.1 billion and EPS of roughly $0.72, against a trailing twelve month haul of $7.8 billion in revenue and $2.29 in EPS that reflects 6.1% earnings growth over the past year. The company has seen revenue move from $7.0 billion to $7.8 billion on a trailing basis while EPS has climbed from $2.11 to $2.29. This sets up an earnings profile where profit growth is outpacing a more modest top line and keeps margins firmly in...

Omnicom Group (OMC) has quietly slipped about 6% over the past 3 months and sits well below its recent highs, inviting a closer look at whether the current price fairly reflects its fundamentals. See our latest analysis for Omnicom Group. Zooming out, the 1 year total shareholder return of negative 17.6 percent and year to date share price return of negative 15.3 percent suggest momentum has clearly faded, even as Omnicom continues to post solid underlying growth. If Omnicom’s recent pullback...

If you are wondering whether Chevron, at around $148 a share, is a bargain or a value trap, you are not alone. This breakdown will help you see where the numbers actually point. Despite a solid 105.5% return over five years, the stock is down 1.2% over the last week, 4.2% over the last month, and about 1.0% over the past year, which has some investors questioning whether this is a temporary pause or a shift in sentiment. Recent moves in energy prices, shifting expectations around interest...

Wondering if Snap at around $7.92 is a beaten down trap or a quietly mispriced opportunity? Let us unpack what the market might be getting wrong about this stock. Over the last week the share price has nudged up about 3.4%, but that comes after a rough stretch with the stock down roughly 8.9% over 30 days and 29.5% year to date, and still about 84.7% below where it was five years ago. Those moves are happening against a backdrop of ongoing product pushes in augmented reality and improvements...

Himax Technologies and Liqxtal Technology recently showcased the Liqxtal Pro-Eye vision-care monitor at the 2025 Taiwan Healthcare+ Expo, featuring Himax’s WiseEye AI-powered facial recognition and eye-tracking to reduce ciliary-muscle strain, ease digital eye fatigue, and enhance on-screen privacy for intensive and senior users. The collaboration highlights how Himax is applying its ultra-low power AI sensing and optical expertise beyond core display drivers, turning everyday screens into...

Park Hotels & Resorts has recently announced additional non-core hotel sales, including properties in Kansas City, Seattle, and Sonoma, while reaffirming its 2025 outlook despite some pressure from the government shutdown. The planned disposal of remaining marketable non-core hotels over the next 12 months marks a significant shift toward a more focused, higher-quality portfolio for the REIT. We’ll now examine how Park’s plan to sell its remaining non-core hotels over the next year may...

If you are wondering whether Chipotle Mexican Grill is finally priced for perfection or quietly offering value again, you are not alone. This stock has been on many watchlists lately. After a volatile stretch that includes a 10.3% gain over the last month but a steep 48.0% slide over the past year, Chipotle sits at an intriguing crossroads between recovery story and value trap. Recent headlines have focused on Chipotle's continued store expansion, investments in digital ordering, and...

In December 2025, The Hanover Insurance Group’s board approved an increase in its quarterly dividend to US$0.95 per share, payable on December 26, 2025, to shareholders of record as of December 12, 2025. This higher payout can be read as a signal of management’s confidence in the company’s cash generation and balance-sheet strength, which is especially relevant for income-focused investors assessing insurer stability. We’ll now examine how Hanover’s higher quarterly dividend influences its...

Wondering if American Express is still a smart buy after its long run, or if most of the upside is already priced in? Let us unpack what the current share price might really be saying about its value. Despite some near term noise, with the stock up 0.9% over the last week but down 1.3% over the past month, American Express has still delivered a strong 21.9% gain year to date and a 225.0% return over five years. Recent headlines have focused on American Express expanding premium card perks...

In recent days, Duolingo reported strong third-quarter 2025 results, including a 41% rise in revenue, daily active users above 50 million, and paid subscribers growing to 11.5 million, even as guidance pointed to slower fourth-quarter growth and weaker near-term profitability. At the same time, Duolingo’s rapid rollout of AI-powered features, expansion into new subjects like math, music, and chess, and insider share purchases by its CEO have reinforced confidence in its longer-term potential...

Unfortunately for some shareholders, the Nutanix, Inc. ( NASDAQ:NTNX ) share price has dived 35% in the last thirty...

Phreesia (PHR) just delivered the kind of quarter investors had been waiting for, swinging to a profit on double digit revenue growth and record margins, while also tightening and raising its forward outlook. See our latest analysis for Phreesia. Yet despite the earnings beat, tighter guidance and AccessOne acquisition, sentiment has reset sharply, with a roughly 32% 1 month share price return and a 5 year total shareholder return of about negative 72%. This suggests long term holders are...

Vertical Aerospace recently announced a partnership with Skyports Infrastructure and Bristow Group to launch what is planned to be the UK's first electric air-taxi routes, connecting Canary Wharf with major hubs such as Heathrow, Gatwick, Cambridge, and Oxford from the first quarter of 2029, using eVTOL aircraft and dedicated vertiport infrastructure. A key aspect of this collaboration is Bristow's role as the operator, bringing its UK Air Operator Certificates and global flight operations...

Matador Resources (MTDR) just picked up fresh attention after Citigroup initiated coverage with a Buy rating, adding to a broader Outperform consensus that is nudging investors to reassess the stock’s recent pullback. See our latest analysis for Matador Resources. That fresh Buy rating lands after a choppy stretch, with a 1 month share price return of 12.59 percent helping claw back some of the year to date share price loss of 23.31 percent. The 5 year total shareholder return of 293.84...

Interface (TILE) has quietly outperformed the broader market this year, and that kind of steady climb often signals investors are starting to appreciate its mix of flooring brands and improving earnings power. See our latest analysis for Interface. Despite a softer patch recently, with the latest share price at $27.19 after a modest 1-month share price return, the real story is Interface’s powerful multi year total shareholder returns. These point to momentum that is easing rather than...

Gentherm (THRM) has quietly drifted lower this year, leaving the stock down about 8% year to date and roughly 17% over the past year, even as earnings have grown. See our latest analysis for Gentherm. That slide reflects fading momentum more than a broken story, with a modestly negative 90 day share price return and a three year total shareholder return that has been deeply underwater as investors reassess execution risk versus Gentherm's growth potential. If Gentherm's recent drift has you...

Varonis Systems (VRNS) is back on radar after rolling out fresh integrations with Microsoft Purview and AWS Security Hub, tightening its grip on data security just as AI driven workloads raise new risk questions. See our latest analysis for Varonis Systems. Those Purview and AWS Security Hub integrations land at a tricky moment for investors. The latest 1 day share price return of 2.98 percent to 32.47 dollars comes after a steep 90 day share price return decline of 43.22 percent and a 1 year...

Pacira BioSciences (PCRX) just shared new pilot study data on its ioveradeg cryoneurolysis system in chronic low back pain, alongside fresh FDA clearance for a Smart tip designed for deeper lumbar nerve access. See our latest analysis for Pacira BioSciences. That backdrop helps explain why the share price has climbed to around $24.77, with a strong year to date share price return but a weak five year total shareholder return. This suggests recent momentum is rebuilding after a tough few...

Alexander's (ALX) just reshaped its balance sheet by refinancing the Rego Park II shopping center with a $175 million interest only loan maturing in 2030, while trimming its prior debt load. See our latest analysis for Alexander's. Against that backdrop, Alexander's 10.1% year to date share price return and 9.7% one year total shareholder return suggest steady but not explosive momentum, with the recent refinancing potentially easing some balance sheet risk concerns. If you are weighing how...

CarGurus (CARG) has quietly climbed about 5% over the past week and nearly 5% this month, catching investors attention as they weigh what the move says about expectations for its online auto marketplace business. See our latest analysis for CarGurus. Zooming out, that recent pop in the share price comes after a more muted year to date share price return and a slightly negative one year total shareholder return. At the same time, the three year total shareholder return is still very strong...