U.S. Software Stock News

In recent days, TopBuild Corp. reported a third quarter revenue increase of 1.4% year over year, modestly above analyst expectations, alongside commentary highlighting productivity gains and continued strength in profitability across its Installation Services and Specialty Distribution segments. At the same time, the Federal Reserve’s interest rate cut has improved sentiment toward housing-related companies like TopBuild, intersecting with management’s renewed focus on growth strategies...

After the Chairman of the Board moved to sell a sizable block of shares, MGP Ingredients (MGPI) quickly drew fresh scrutiny as investors weighed this signal against already weakening sales and margin pressure. See our latest analysis for MGP Ingredients. The share sale comes after a rough stretch, with the share price down sharply on a year to date basis and multi year total shareholder returns deeply negative. However, this week’s double digit 7 day share price return hints at traders...

J&J Snack Foods (JJSF) has quietly bounced about 13% over the past month, even as its longer term returns and revenue trend remain weak. That kind of divergence usually makes investors ask what the market is starting to price in. See our latest analysis for J&J Snack Foods. That recent 12.6% 1 month share price return looks more like a short term reset than a full trend change, given the roughly 40% year to date share price decline and weak multi year total shareholder returns. If that...

Array Technologies (ARRY) is back in focus after fresh analysis underscored two tough years of roughly 10% annual declines in both sales and earnings per share, along with weakening returns on capital. See our latest analysis for Array Technologies. Even with those operational headwinds, the stock has shown some renewed interest, with a 1 day share price return of 7.69 percent and a year to date share price gain of 30.86 percent. However, the 3 year total shareholder return of negative 62.55...

Itron (ITRI) just landed a multi year deal with Tucson Water to roll out its AMI Essentials platform, a 250,000 device smart metering project that tightens water management and modernizes utility operations. See our latest analysis for Itron. The Tucson contract lands at a time when Itron’s 1 year total shareholder return of negative 14 percent contrasts sharply with an 83.6 percent 3 year total shareholder return, suggesting longer term momentum remains intact even as recent share price...

J. M. Smucker (SJM) has paused a planned third coffee price increase this year, choosing instead to absorb roughly $75 million in tariff-related costs after green coffee was spared from new U.S. tariffs. See our latest analysis for J. M. Smucker. That decision comes after a tough stretch for investors, with a roughly 8 percent 1 year total shareholder return decline and a double digit negative year to date share price return, signaling fading momentum as markets reassess Smucker’s margin...

AutoZone (AZO) has quietly slipped about 10% over the past week and more than 20% over the past 3 months, even though revenue and earnings are still ticking higher year over year. See our latest analysis for AutoZone. Zooming out, that recent 21.44% 3 month share price pullback and softer 1 year total shareholder return of 2.35% come after a strong 5 year total shareholder return of 187.37%. This suggests momentum has cooled even as fundamentals keep improving. If AutoZone’s shift in momentum...

GDS Holdings (NasdaqGM:GDS) is back on institutional radar, with Baron Emerging Markets Fund reinitiating its position just as Goldman Sachs elevates cloud and data centers, including GDS, to favored status amid accelerating AI demand. See our latest analysis for GDS Holdings. Those endorsements seem to be resonating, with the share price at $36.23 and a robust year to date share price return of 56.3 percent. A 73.9 percent one year total shareholder return suggests momentum in the story is...

Kite Realty Group Trust (KRG) just wrapped up roughly $474 million of property sales, mainly large format retail centers, and is recycling that cash into new assets, buybacks, debt reduction, and possibly a special dividend. See our latest analysis for Kite Realty Group Trust. Despite that decisive reshaping of the portfolio, Kite Realty Group Trust’s share price has drifted lower year to date, with a negative 1 year total shareholder return. However, a strong 5 year total shareholder return...

Exxon Mobil (XOM) has been edging higher lately, and investors are trying to figure out whether this move still has room to run or is simply tracking energy prices and sentiment. See our latest analysis for Exxon Mobil. At around $119.54, Exxon Mobil’s recent gains reflect improving sentiment on energy demand and its lower emission projects, with solid year to date share price returns building on a robust five year total shareholder return record. If Exxon’s move has you thinking more broadly...

3D Systems (DDD) just shook up its balance sheet, agreeing to swap about $30.8 million of its 2026 convertible notes for roughly 16.6 million new shares, a debt reducing move that immediately hit the stock. See our latest analysis for 3D Systems. The sharp reaction to this debt for equity swap fits into a tougher stretch for 3D Systems, with a steep 7 day share price return of minus 19.9 percent and a 1 year total shareholder return of minus 47.5 percent, suggesting fading momentum as...

AvalonBay Communities (AVB) is back in the spotlight after revealing at Nareit’s REITworld Conference that it plans to sell three apartment communities and has been aggressively buying back its own stock in 2025. See our latest analysis for AvalonBay Communities. Those planned asset sales and hefty buybacks come after a tough stretch, with the share price down sharply on a year to date basis while the five year total shareholder return remains solidly positive. This suggests that long term...

If you have ever wondered whether Waste Management is still a buy at around $209 a share, you are not alone. Many long term investors are asking the same question about its current value. The stock has dipped about 3.2% over the last week but is still up 4.3% over the past month, adding to an impressive 31.6% gain over 3 years and 94.9% over 5 years. This pattern suggests the market still sees long term strength despite short term wobble. Recently, Waste Management has stayed in the...

Teva Pharmaceutical Industries (TEVA) just put another stake in the ground with its FDA submission for a once monthly olanzapine injectable for schizophrenia, adding fresh momentum to a stock that has already been trending higher. See our latest analysis for Teva Pharmaceutical Industries. The NDA caps a string of upbeat catalysts for Teva, from a golden cross on the chart to stronger branded drug growth and fresh interest from big investors like Glenview. The stock’s 30 day share price...

POET Technologies recently filed a US$143.30 million shelf registration for up to 29,608,160 common shares and introduced its Hybrid-Integrated 1.6T 2xFR4 Transmitter photonic integrated circuit, capable of sending 1.6 trillion bits of data per second for data center applications. This combination of new capital-raising capacity and high-speed photonic innovation highlights POET’s effort to address growing bandwidth needs in AI and hyperscale networks. Next, we’ll examine how the new 1.6T...

Cheniere Energy (LNG) has slipped over the past month, extending a weaker trend that now stretches into the past 3 months. As a result, investors are asking whether the pullback finally improves the risk reward setup. See our latest analysis for Cheniere Energy. Zooming out, the recent softness in Cheniere’s 1 month and 3 month share price returns contrasts with a much stronger 3 year and 5 year total shareholder return. This suggests momentum has cooled for now, while the longer term story...

Summit Therapeutics (SMMT) is back in the spotlight after positive phase 3 data for its lead drug ivonescimab in non small cell lung cancer, which is sharpening focus on the stock’s long term setup. See our latest analysis for Summit Therapeutics. The latest phase 3 win comes after a huge multi year run, with a three year total shareholder return of 448.62 percent. However, a modest 1 year total shareholder return of negative 4.42 percent suggests momentum has cooled near 17.94 dollars as...

Etsy (ETSY) just posted a quarter where revenue grew 2% year over year and both sales and EBITDA beat expectations, yet the stock has slid sharply since the report, leaving investors reassessing the setup. See our latest analysis for Etsy. The market reaction fits into a choppy picture, with a 30 day share price return of minus 14.14 percent and a one year total shareholder return of minus 6.57 percent. This underscores fading momentum despite modest year to date gains. If Etsy’s latest swing...

Wondering if Roper Technologies is quietly turning into a value opportunity while everyone is distracted by flashier tech names? You are not alone, and that is exactly what we are going to unpack here. Despite being a high quality software and technology conglomerate, the stock has slipped, down about 0.8% over the last week, 1.7% over the last month, and 13.9% year to date, leaving it roughly 19.1% lower than a year ago even though 5 year returns are still positive at 8.1%. Recent moves...

Wondering if PagSeguro Digital at around $10 a share is still a bargain or if the easy money has already been made? This breakdown is designed to help you figure out where the value really sits. Despite slipping 2.8% over the last week, the stock is still up 1.5% over the past month, 57.3% year to date and 51.4% over the last year, even after a tough 5 year stretch where it is still down 80.7% from earlier highs. Recent moves have been shaped by shifting sentiment around Brazilian fintechs,...

Phreesia (PHR) just posted its latest quarterly scorecard with Q2 2026 revenue of about $117 million and basic EPS of $0.01, setting a clearer snapshot of where the business stands on its path toward profitability. The company has seen revenue move from roughly $102 million in Q2 2025 to $117 million in Q2 2026, while quarterly EPS has shifted from a loss of about $0.31 to a modest profit, giving investors fresh data on how quickly margins might be stabilizing from here. See our full analysis...

Brown & Brown (BRO) has quietly slipped this year, with the stock down around 23% year to date even as the business continues to post double digit revenue and earnings growth. So what is the market missing? See our latest analysis for Brown & Brown. The recent slide in Brown & Brown’s share price, with a roughly 23% year to date share price decline to around $77.51, contrasts sharply with a solid three year total shareholder return of about 36%. This suggests long term momentum remains intact...

Recent coverage around UMB Financial (UMBF) has focused on its steady net interest income growth and faster climbing earnings, drawing renewed attention from investors who are reassessing what they are willing to pay for the stock. See our latest analysis for UMB Financial. That stronger earnings story seems to be filtering into the market, with a 1 month share price return of 7.86 percent lifting UMB Financial to 118.43 dollars. This comes even though the 1 year total shareholder return is...

Dow Inc. recently completed a partnership with Macquarie, selling a 49% stake in certain U.S. Gulf Coast infrastructure assets for about US$3.00 billion, while also tightening capital expenditure and reporting gains in its Industrial Intermediates & Infrastructure segment in Q3 2025. This combination of a large cash inflow, sharper spending discipline, and improving segment performance highlights Dow’s focus on strengthening its balance sheet and refocusing on higher-return operations. We’ll...