U.S. Software Stock News

Travelers Companies (TRV) has been drifting slightly lower over the past week, even after a strong year-to-date run. This naturally raises the question of whether this dip offers a reasonable entry point. See our latest analysis for Travelers Companies. The latest pullback leaves Travelers shares at $278.35, still comfortably ahead for the year thanks to a solid year to date share price return and strong multi year total shareholder returns. This suggests that momentum is cooling rather than...

Byrna Technologies Inc. recently issued preliminary guidance for its fiscal fourth quarter and full year ended November 30, 2025, expecting revenue of US$35.1 million for the quarter and US$118.0 million for the year, both reflecting solid year-over-year growth across dealer, retail, direct-to-consumer, and international channels. The company attributes this performance to broader brand visibility, a wider physical retail footprint, and the successful launch of its Byrna CL launcher,...

If you are wondering whether Ultragenyx Pharmaceutical at around $36 a share is a hidden bargain or another biotech value trap, you are in the right place to unpack what the market is really pricing in. The stock is up about 8.3% over the last month but still down sharply over 1 year and 5 years. This pattern suggests sentiment may be shifting even while longer term holders are still deep in the red. Recent attention on Ultragenyx has centered on its rare disease pipeline progress and...

Critical Metals (CRML) just took a big strategic step, executing a 50/50 joint venture term sheet with Romanian state-owned FPCU to build a rare earth processing facility in the European Union without adding debt or equity dilution. See our latest analysis for Critical Metals. The JV news lands after a volatile run, with the 90 day share price return of 44.9 percent and year to date share price return of 37.9 percent contrasting with a softer 22.2 percent one year total shareholder return...

Recent performance sets the stage PTC (PTC) has quietly slipped over the past 3 months, even though its revenue and net income keep growing at mid single digit rates. That gap between fundamentals and share performance is what matters now for investors. See our latest analysis for PTC. The 1 year total shareholder return of negative 12.7 percent, despite a 3 year total shareholder return above 40 percent, suggests momentum has cooled as investors reassess how much they are willing to pay for...

Klarna Group (KLAR) has been on a bumpy ride lately, with the stock sliding over the past 3 months even as revenue and net income growth point to an improving underlying business trajectory. See our latest analysis for Klarna Group. Despite the steady operational progress, Klarna Group’s share price return has been choppy, with a 1 day share price return of 4.76 percent and 7 day share price return of 5.07 percent, which partly offset a weaker 90 day share price return of negative 24.78...

Cullen/Frost Bankers (CFR) has quietly outperformed over the past month, with shares up about 5%, even as its year to date return remains slightly negative. That mix sets up an interesting value check. See our latest analysis for Cullen/Frost Bankers. That recent 4.6% one-month share price return, alongside a modest 5-year total shareholder return of about 70%, suggests long-term holders have still been rewarded even as near-term momentum is only just starting to pick back up around 129.95...

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...