U.S. Software Stock News

If you have been wondering whether Palo Alto Networks is still worth buying after its strong run over the last few years, this breakdown will walk through whether the current price still makes sense. Despite a solid long term gain of 153.9% over 3 years and 223.5% over 5 years, the stock has cooled recently, with the share price down 3.6% over the past week, 8.7% over the last month, and slipping 2.5% over the past year, even though it is still up 6.1% year to date. Recent moves have been...

Joby Aviation reported further progress toward Federal Aviation Administration certification in 2025, completing over 600 test flights, starting propeller blade manufacturing, and expanding its production workforce while preparing to launch an electric air taxi service in Dubai in 2026 and targeting major U.S. cities thereafter. Alongside Joby’s certification and production push, rival Archer Aviation moved aggressively on infrastructure by acquiring Hawthorne Airport in Los Angeles for...

Quantum Computing (QUBT) has been swinging sharply, with the stock up about 8% over the past month but still down roughly 36% year to date, leaving investors reassessing its long term potential. See our latest analysis for Quantum Computing. That recent bounce in the share price sits awkwardly against a much weaker year to date share price return and a still impressive multi year total shareholder return. This suggests sentiment is resetting as investors weigh high growth hopes against...

Amgen (AMGN) just picked up a meaningful FDA win, with Uplizna cleared as the first CD19 targeted B cell therapy for certain adults with generalized myasthenia gravis, and markets are reassessing the stock’s long term growth mix. See our latest analysis for Amgen. The Uplizna approval lands just after Amgen confirmed another quarterly dividend increase. It comes at a time when the share price, now around $317.74, has delivered a robust year to date share price return of roughly 22% and a one...

Taking the occasional loss comes part and parcel with investing on the stock market. Unfortunately, shareholders of...

Wondering if SoFi Technologies is still a smart buy after its massive run up, or if you are late to the party? You are not alone, and that is exactly what we are going to unpack here. Despite impressive long term gains of 93.1% year to date and 67.9% over the last year, the stock has cooled a bit recently, slipping 1.8% over the past week and 3.9% over the last month. Recent headlines have focused on SoFi expanding its product ecosystem, stepping up its push into traditional banking...

Wondering if Zevra Therapeutics at around $8 a share is a hidden bargain or just another biotech rollercoaster? You are not alone. Let us break down what the current price might really be telling us. The stock is roughly flat over the last year, down 1.8%, but that sits on top of a wild 84.7% gain over three years and a 55.5% drop over five years. This pattern hints at shifting market confidence rather than a simple growth story. Recent attention has centered on Zevra's progress with its...

Ciena (CIEN) just wrapped up FY 2025 with fourth quarter revenue of about $1.4 billion and basic EPS of $0.14, alongside trailing twelve month revenue of roughly $4.8 billion and EPS of $0.87. The company has seen revenue move from $1.1 billion and EPS of $0.26 in Q4 2024 to the latest $1.4 billion and $0.14. On a trailing basis, revenue has stepped up from about $4.0 billion and EPS of $0.58 to $4.8 billion and $0.87, setting the stage for investors to weigh modest net margins against the...

PVH has had a rough stretch lately, with the stock sliding over the past month and past 3 months, even as annual revenue and profit have still managed to grow in the background. See our latest analysis for PVH. Zooming out, PVH’s recent pullback, including a 30.51% one year total shareholder return decline and weaker short term share price performance, suggests momentum is fading as investors reassess growth durability and fashion cycle risk at around $75 per share. If PVH’s volatility has...

Willdan Group, Inc. recently presented at the 14th Annual ROTH Deer Valley Event, where President Amber Mahone and CEO Michael A. Bieber highlighted the company’s latest developments, including a new US$97,000,000 Alameda County energy upgrade contract covering solar PV and EV charging infrastructure. This combination of a large public-sector energy project and evidence of improved balance sheet strength and earnings quality underscores how Willdan is increasingly positioned as a key partner...

SEALSQ (LAES) just grabbed fresh attention after its WISeSat unit successfully launched a new secure IoT and cybersecurity satellite on a SpaceX Falcon 9, pushing its space based security strategy forward. See our latest analysis for SEALSQ. Despite the technical milestone, SEALSQ’s 1 day share price return of minus 10.17 percent leaves the stock at 4.24 dollars. This caps a volatile spell where short term share price returns are weak, but the 1 year total shareholder return of 142.29 percent...

T1 Energy Inc. recently completed dual capital raises, issuing US$140,000,000 of 5.25% convertible senior unsecured notes due 2030 and US$140,000,009 of common stock at US$4.95 per share to fund FEOC compliance, debt repayment, and its G2_Austin expansion. This combination of convertible debt and equity financing meaningfully reshapes T1 Energy’s balance sheet and funding mix as it scales US-based solar and battery manufacturing. Next, we’ll examine how this US$280,000,009 capital raise,...

U.S. Bancorp (USB) just paired a cut in its prime lending rate to 6.75% with a higher quarterly dividend and a fresh share repurchase plan, a move that signals management’s confidence in both earnings durability and capital strength. See our latest analysis for U.S. Bancorp. The backdrop to these moves is a steadily improving share price narrative, with an 11.6% year to date share price return and a 47.5% five year total shareholder return suggesting momentum is gradually rebuilding as...

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Lamar Advertising (LAMR) has quietly delivered solid long term returns, even as the stock has treaded water over the past month. With revenue and earnings still growing, investors are asking whether today’s price leaves upside. See our latest analysis for Lamar Advertising. At around $128 per share, Lamar’s recent 7 day share price pullback contrasts with its positive year to date share price return and robust multi year total shareholder returns. This suggests long term momentum remains...

lululemon athletica (LULU) has just posted another solid quarter, with Q3 2026 revenue of about $2.6 billion and net income of roughly $307 million, translating to EPS of $2.59, while over the last 12 months earnings grew just 0.01% and net margin eased from 17.1% to 15.7%. The company has seen revenue move from $2.40 billion in Q3 2025 to $2.57 billion in Q3 2026, with EPS shifting from $2.87 to $2.59 over the same stretch. This sets up a story where healthy top line levels are now rubbing...

CrowdStrike Holdings (CRWD) has cooled off recently, with the stock slipping about 2% in the past day and roughly 8% over the month, even as its long term returns remain strong. See our latest analysis for CrowdStrike Holdings. Zooming out, the recent pullback mainly trims what has been a powerful run. CrowdStrike’s 90 day share price return of 15.75% and three year total shareholder return of 352.72% still signal strong, if cooling, momentum. If cybersecurity is already on your radar, this...

Amphastar Pharmaceuticals (AMPH) has quietly slid this month, extending a steady downtrend that now stretches back to the past 3 months. Investors are starting to question whether the selloff has gone too far. See our latest analysis for Amphastar Pharmaceuticals. Zooming out, Amphastar’s slide to a recent share price of $25.27 has capped a tough stretch, with year to date share price return sharply negative and the 1 year total shareholder return also firmly in the red. This suggests...

Allstate (ALL) just got another vote of confidence, as upbeat analyst ratings and a solid earnings beat helped push the stock higher alongside a market rally fueled by the latest Federal Reserve rate cut. See our latest analysis for Allstate. Those bullish calls and the recent earnings beat have nudged Allstate’s share price to about $207, with a steady year to date share price return and a powerful five year total shareholder return suggesting momentum is still building rather than...

QuantumScape (QS) just hit an important execution milestone, finishing installation of key equipment for its QSE 5 Eagle Line in San Jose, a step that pushes its solid state battery story closer to real production. See our latest analysis for QuantumScape. Despite a sharp pullback recently, with a 30 day share price return of minus 19.4 percent and a 1 day move of minus 7.7 percent to 11.80 dollars, QuantumScape still shows strong underlying momentum. This is reflected in its 90 day share...

Forward Industries (FWDI) has just posted a tough FY 2025 finish, with fourth quarter revenue of about $7.9 million and basic EPS of roughly -$6.88, underscoring how challenged profitability remains. The company has seen quarterly revenue move from around $4.7 million in Q4 2024 to $7.9 million in Q4 2025, while basic EPS shifted from about -$0.65 to -$6.88 over the same stretch, highlighting how the top line has not yet translated into healthier margins. See our full analysis for Forward...

Earlier this month, EPAM Systems launched seven production-ready AI agents on Google Cloud Marketplace to tackle use cases ranging from automated KYC and SQL optimization to searchable video libraries across finance, healthcare and retail clients. At the same time, EPAM’s Board approved a new US$1.00 billion stock repurchase program, underscoring management’s confidence in the company’s financial position and AI-led cloud services push. We’ll now examine how EPAM’s Google Cloud AI agent...

If you are wondering whether MPLX is still a smart consideration after its big run, or if you would just be chasing past gains, this breakdown will help you think through whether the current price makes sense or not. The stock has cooled slightly over the last week with a -1.8% move, but it is still up 4.5% over the past month, 12.8% year to date, 21.3% over 1 year, 119.4% over 3 years, and 283.5% over 5 years, which naturally raises the question of how much upside might be left from...

In its recently reported fiscal first quarter of 2026, Costco Wholesale posted revenue of US$67,307 million and net income of US$2,001 million, with earnings per share rising year on year as sales grew across regions and channels. Beyond the headline figures, Costco is reshaping its product assortment and sourcing to blunt tariff impacts while accelerating warehouse expansion and digital investments, even as it confronts softer membership renewal trends. Next, we’ll examine how Costco’s...