U.S. Software Stock News

Wells Fargo (WFC) just cut its prime lending rate to 6.75% and outlined fresh job cuts tied to new AI driven efficiency plans, moves that speak directly to its earnings power and stock valuation. See our latest analysis for Wells Fargo. Those moves land against a backdrop of strong momentum, with the share price at $92.76 and a year to date share price return above 30 percent. The five year total shareholder return above 250 percent shows how much sentiment has already swung in Wells Fargo’s...

If you are wondering whether Sterling Infrastructure is still a smart buy after its massive run up, or if most of the upside has already been priced in, this breakdown will help you evaluate whether the current share price still makes sense. Even after a slight pullback of 3.1% over the last week and 3.5% over the last month, the stock is still up an eye catching 87.9% year to date and 916.3% over three years. That naturally raises the question of whether the market is now too...

Atlassian Corporation recently announced that its core cloud apps, Jira, Confluence, and Jira Service Management, are now publicly listed on AWS Marketplace, giving organizations in more than 150 countries access via streamlined, multi-currency procurement. This move deepens Atlassian’s multi-year collaboration with AWS, potentially accelerating Data Center-to-cloud migrations by pairing Atlassian’s AI-enabled tools with AWS’s procurement, integration, and performance advantages. We’ll now...

Mitek Systems (MITK) closed out FY 2025 with Q4 revenue of about $44.8 million, basic EPS of roughly $0.04, and net income of $1.9 million, capping a year in which trailing EPS climbed 168.3% year over year and net margin stepped up from 1.9% to 4.9% on a $179.7 million revenue base. The company has seen quarterly revenue move from $43.2 million and EPS of about $0.19 in Q4 2024 to a $51.9 million revenue high and EPS of roughly $0.20 in Q2 2025 before easing back in Q3 and Q4. This sets up a...

Earlier this week, The Walt Disney Company announced a three-year agreement to invest US$1.00 billion in OpenAI and license more than 200 Disney, Marvel, Pixar, and Star Wars characters for use on the Sora and ChatGPT Images generative AI platforms, with fan-created videos set to appear on Disney+ from early 2026. The deal highlights a shift in how Disney monetizes its intellectual property, tightly controlling AI use while turning fan-generated content into a new, licensed engagement...

If you are wondering whether Trade Desk is a beaten down bargain or a value trap at current levels, this article will walk through what the numbers actually say so you can decide with more confidence. The stock has slid sharply, with shares down about 8.5% over the last week, 16.3% over the past month, and 68.9% year to date, which has dramatically reset expectations and risk perception around the name. Recently, the market has been digesting a mix of macro headwinds in digital advertising...

In recent days, e.l.f. Beauty reported quarterly revenue that came in below analyst expectations and issued cautious full-year guidance, citing inflation, tariffs, and a temporary U.S. shipment pause as pressures on sales and profitability. At the same time, the company is growing brands like Rhode and investing in filmmaker grants with Women in Film, underscoring its push to build cultural relevance and diversify growth drivers even as margins come under strain. Now we’ll examine how...

Recent performance and context Cintas (CTAS) has been treading water lately, with the stock roughly flat over the past week and month, and still down about 7 % in the past 3 months. See our latest analysis for Cintas. Zooming out, Cintas still sits near all time highs, with a modest year to date share price return that suggests momentum has cooled a bit, even as long term total shareholder returns remain strong. If Cintas has you thinking about steady compounders, this could be a good moment...

Wondering if NIO at around $5 is a beaten down bargain or a value trap? You are not alone, and this breakdown will help you see where the upside and risks really sit. Despite being up 10.5% year to date and 11.5% over the last year, the stock has slid 22.0% in the last 30 days and is almost flat over the past week, a pattern that hints at shifting sentiment and uncertainty around the story. Recent headlines have focused on NIO's ongoing push to expand its EV lineup and partnerships around...

Johnson Outdoors (JOUT) just closed FY 2025 with fourth quarter revenue of about $135.8 million and basic EPS of roughly -$2.83, alongside a trailing twelve month revenue base of about $592.4 million and basic EPS of around -$3.34. The company has seen quarterly revenue move from about $105.9 million in Q4 2024 to $135.8 million in Q4 2025, while quarterly EPS shifted from roughly -$3.35 to -$2.83 over the same period. This performance sets the stage for a potential earnings turnaround even...

Earlier this week, Harmony Biosciences Holdings reported initial open-label extension data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing around a 50% median reduction in motor seizure frequency and generally good long-term tolerability. The emerging benefit-risk profile of EPX-100, including multi-year safety data and meaningful seizure reduction in a hard-to-treat population, could meaningfully enhance Harmony’s rare epilepsy portfolio if future results align with...

ConocoPhillips (COP) just delivered a Q3 2025 beat, lifting full year production guidance while trimming operating cost expectations, even as Wall Street stays cautious about oversupply risks and choppy geopolitics in the oil market. See our latest analysis for ConocoPhillips. Despite the Q3 beat and the Marathon Oil integration story, ConocoPhillips’ 1 month share price return of 7.26% sits against a weaker year to date share price return of minus 4.54%, while its 5 year total shareholder...

If you are wondering whether Teleflex at around $126 is a bargain or a value trap, you are not alone. This article is going to unpack exactly what the market might be missing. The stock has bounced 5.3% over the last week and 13.8% over the last month, even though it is still down 29.1% year to date and 28.8% over the past year. This pattern often signals that investors are rethinking the balance between risk and reward. Recent coverage has focused on Teleflex sharpening its portfolio around...

Jazz Pharmaceuticals recently announced that multiple new data sets on its epilepsy drug Epidiolex and oncology candidate Ziihera were accepted for presentation at major medical meetings, including late-breaking clinical and real-world evidence results shared at the American Epilepsy Society 2025 conference. This wave of fresh data, spanning seizure control, treatment patterns, real-world outcomes, and potential synergy with other therapies, strengthens the clinical profile of two of Jazz’s...

If you are wondering whether Uber Technologies remains a smart buy after its huge run, or whether the easy money has already been made, this is the right place to unpack what the market is really pricing in. Despite a recent pullback, with the stock down 6.8% over the last week and 9.0% over the past month, Uber is still up 34.7% year to date and 42.0% over the last year, with a 227.7% gain over three years. Much of this move has been associated with growing confidence in Uber's ability to...

Wondering if Luckin Coffee is still a bargain after its comeback story, or if you are arriving late to the party? This breakdown is designed to help you decide whether the current share price makes sense. The stock has cooled off a bit in the short term, slipping about 1.4% over the last week and 7.0% over the last month, but it is still up roughly 31.5% year to date and an impressive 50.6% over the last year. A massive 275.8% gain over five years hints at how powerful sentiment swings can...

Recent performance puts AtriCure in focus AtriCure (ATRC) has quietly put together a strong run, with the stock up around 28% over the past month and roughly 39% year to date, drawing fresh attention to its growth story. See our latest analysis for AtriCure. That momentum is not just a one week pop. AtriCure’s recent double digit 1 month share price return has helped turn a modest multi year total shareholder return into a far more convincing uptrend as investors warm to its growth...

Energy Fuels (UUUU) has quietly transformed from a niche uranium player into a broader critical minerals story, and the stock’s wild swings over the past year have many investors rethinking its long term risk reward. See our latest analysis for Energy Fuels. After a huge run up earlier in the year, the recent pullback, including a 7.9 percent 1 day share price return decline, looks more like a pause than a reversal when you zoom out to its 156.5 percent year to date share price return and 144...

Valaris (VAL) just locked in a multi year, $300 million drilling contract with Shell offshore Brazil, a long duration deal that immediately fattens its backlog and clarifies demand visibility into 2027. See our latest analysis for Valaris. The Shell win lands just as sentiment has cooled, with the 1 day share price return down 6.83 percent and the 7 day share price return off 9.68 percent. Even so, the year to date share price return still sits above 20 percent and the 1 year total...

Pagaya Technologies recently closed PAID 2025-8, a AAA-rated US$500 million asset-backed securitization backed by consumer loans originated on its network, bringing its year-to-date ABS funding for personal loans to about US$5.40 billion. The deal, which attracted broad investor participation, highlights ongoing confidence in Pagaya’s AI-driven credit platform and its ability to consistently secure large-scale funding in the securitization market. Next, we’ll explore how this latest US$500...

In December 2025, McDonald’s drew heavy customer traffic with its limited-time Grinch Meal while also rolling out plans to tighten value-focused pricing standards for franchisees from January 2026. Together, the viral success of the Grinch promotion and a renewed push for consistent value highlight how McDonald’s is leaning on marketing and pricing discipline to keep budget-conscious diners engaged. We’ll now explore how McDonald’s sell-out Grinch promotion and sharpened value standards...

In recent weeks, Axon Enterprise has secured multi‑million‑dollar public safety technology contracts, including a US$14.3 million, nine‑year package with Rialto and a US$5.8 million agreement with Evanston for body cameras, fleet cameras, TASER upgrades, drones, and its AI‑enabled Real‑Time Crime Center platform. These wins highlight how Axon’s expanding AI, drone, and software ecosystem is becoming embedded in long‑term police technology modernization plans, even as communities debate...

Wondering if Apple is still worth buying at these levels, or if most of the upside is already priced in? You are not alone. This article will walk through what the current share price really implies. Apple has delivered a 14.1% gain year to date and is up 12.7% over the last year. The last week was basically flat at around a 0.2% dip, and the past month saw a modest 1.8% rise, keeping it firmly in long-term compounder territory with a 110.0% 3 year and 125.7% 5 year return profile. Recent...

If you are wondering whether eToro Group is a beaten down opportunity or a value trap at current levels, you are not alone. This article will walk through what the numbers are really saying about the stock. Despite solid brand recognition, the share price has had a rough ride recently, falling about 11.8% over the last week, 8.2% over the past month, and 43.4% year to date. This naturally raises questions about whether the risk reward balance has shifted. Recent headlines have focused on...