U.S. Software Stock News

Earlier this week, Michael Burry revealed that he holds sizable positions in Fannie Mae and Freddie Mac common stock, arguing in a detailed blog post that their return to major public markets hinges on regulatory changes in Washington. He contended that without easing capital requirements, converting certain preferred shares, and reducing the government’s claim on the companies, existing common equity could effectively be worthless, sharpening the policy stakes for current and prospective...

Sana Biotechnology (SANA) is back on traders radar after Nature Biotechnology published new preclinical data on its fusogen platform, showing in vivo gene editing of hematopoietic stem cells without conditioning chemotherapy. See our latest analysis for Sana Biotechnology. The Nature Biotechnology data has arrived after a big run up, with the share price at 4.35 and a roughly 163 percent year to date share price return signaling that optimism and speculative momentum are clearly building...

In recent days, Crocs has faced a weaker outlook as stagnating sales in its core clogs line, exposure to tariffs, pricing shifts, and tougher competition weighed on sentiment toward the footwear brand. This pressure comes despite earlier views highlighting Crocs’ strong international expansion, direct-to-consumer momentum, and profitability focus, setting up a tension between long-term strengths and near-term demand risks. Next, we’ll explore how concerns over stagnating clog sales may...

MakeMyTrip (MMYT) edged about 2% higher as investors positioned ahead of its upcoming earnings report, where the market is watching for meaningful year over year changes in both earnings and revenue. See our latest analysis for MakeMyTrip. That small pre earnings bump comes after a much rougher stretch, with a 30 day share price return of minus 8.11% and a year to date share price return of minus 38.30%, even though the three year total shareholder return is still up a hefty 148.13%. This...

If you are wondering whether RTX is still worth buying after its huge run, or if you are turning up late to the party, you are not alone. This is exactly what we are going to unpack. RTX has climbed 48.9% over the last year and 171.4% over five years, even though the last 30 days saw a modest 2.8% pullback after a 1.9% gain in the past week and a 48.2% jump year to date. Recent headlines have focused on RTX's position as a key defense and aerospace supplier as geopolitical tensions stay...

G-III Apparel Group (GIII) posted Q3 2026 revenue of about $988.6 million with basic EPS of $1.91, setting the tone for a quarter where headline results and recent trends are firmly in focus for investors. The company has seen quarterly revenue move from $644.8 million in Q2 2025 to $613.3 million in Q2 2026 and then to $988.6 million in the latest quarter, while basic EPS shifted from $0.54 in Q2 2025 to $0.26 in Q2 2026 and now $1.91, against a backdrop of trailing 12 month net profit...

If you have wondered whether American Water Works Company is fairly priced or quietly offering value, you are not alone, and now is a good moment to take a closer look. The stock has drifted, up just 3.5% year to date and roughly flat over the last year at 0.2%, which masks a tougher 3 year stretch with shares down about 14.0%. Recent headlines have focused on American Water Works expanding regulated water and wastewater operations through municipal system acquisitions and ongoing...

Virgin Galactic Holdings (SPCE) has been on a wild ride lately, with shares sliding over the past year but bouncing in the past 3 months, and that volatility is exactly what catches investors attention. See our latest analysis for Virgin Galactic Holdings. That backdrop puts the latest $3.81 share price in perspective, with a 90 day share price return of 21.7 percent contrasting sharply with a deeply negative five year total shareholder return. This hints that sentiment may be stabilising but...

Xylem (XYL) has been drifting lower this month, slipping roughly 9% even as its longer term track record remains solid. That disconnect is catching investors attention and raises a fresh valuation question. See our latest analysis for Xylem. The recent 9% slide over the past month sits against a much stronger backdrop, with the share price still up around 18% year to date and a 1 year total shareholder return of roughly 8%, suggesting momentum has cooled but the longer term thesis remains...

Wondering if Williams Companies at $61.55 is still worth buying after such a strong run, or if most of the upside is already priced in? Here is a closer look at what the market might be implying about its future cash flows and growth runway. The stock is up 2.2% over the last week, 3.3% over the past month, 10.1% year to date, and 16.8% over the last year, building on a 106.3% 3 year and 249.7% 5 year performance that appears to have shifted how investors see its risk reward profile. Recent...

In early December 2025, Hims & Hers Health expanded into Canada by acquiring Livewell, a local digital weight loss platform, and began building a dedicated Canadian leadership and medical team to roll out affordable, personalized care. A key goal of this move is to launch a comprehensive Canadian weight management program aligned with the anticipated arrival of generic semaglutide, aiming to reach millions of adults who currently struggle to access effective obesity treatment. We’ll now...

Rocket Companies (RKT) has quietly outpaced the broader market this year, with shares up roughly 75% year to date. This performance is prompting investors to revisit how its mortgage and fintech mix might be repriced. See our latest analysis for Rocket Companies. At around $18.99, that strong year to date share price return of about 75% sits alongside a 59.5% one year total shareholder return, which hints that investors are warming to Rocket’s growth story again after a choppy few months. If...

Home Bancshares (HOMB) has been drifting slightly lower over the past year despite steady revenue and earnings growth, leaving investors weighing whether the recent pullback around 27 dollars offers a reasonable entry point. See our latest analysis for Home Bancshares (Conway AR). At around 27.82 dollars, the recent softness in HOMB’s share price follows a modest pullback from earlier highs, even as its three year total shareholder return above 30 percent signals underlying momentum rather...

Campbell's (CPB) has kicked off Q1 2026 with revenue of $2.7 billion and net income of $194 million, translating to EPS of $0.65 as the company puts another steady quarter on the board. Over the past year, revenue has hovered around the $10.0 billion mark while trailing twelve month EPS has moved from $1.90 to $1.94, giving investors a clearer read on how recent quarters are feeding into overall profitability and margin resilience. See our full analysis for Campbell's. With the headline...

Oil-Dri Corporation of America (ODC) just opened fiscal 2026 with Q1 revenue of about $120.5 million and EPS of roughly $1.06, alongside trailing 12 month revenue of $478.1 million and EPS of $3.64 that frame the current run rate. The company has seen quarterly revenue move from $127.9 million and EPS of $1.13 in Q1 2025 to $120.5 million and $1.06 in Q1 2026, while trailing revenue has stepped up from $437.6 million and EPS of $2.72 back in late 2024 to $478.1 million and $3.64 today. This...

Toll Brothers (TOL) just closed out FY 2025 with fourth quarter revenue of about $3.4 billion and basic EPS of $4.62, setting the tone for a year where trailing 12 month revenue reached roughly $11.0 billion and EPS came in at $13.60. The company has seen quarterly revenue move from $2.9 billion in Q3 2025 to $3.4 billion in Q4, while basic EPS stepped up from $3.76 to $4.62 over the same stretch, giving investors plenty to weigh as they gauge how sustainable the current profitability profile...

Sandisk (SNDK) has been on a wild ride lately, with the stock slipping about 3% in the past day but still sitting on a strong gain over the past 3 months. See our latest analysis for Sandisk. Zooming out, Sandisk’s latest $219.46 share price comes after a sharp run, with its year to date share price return above 500% and a powerful 90 day share price return near 200%, signaling strong momentum as investors reassess its growth and risk profile. If Sandisk’s surge has your attention, it could...

Why this AI powered energy angle matters for General Electric General Electric (GE) is back in focus as investors connect two moving pieces: a cleaner, stand alone GE Vernova tied to AI driven power demand, and a stronger GE Aerospace following its successful spin out. See our latest analysis for General Electric. Despite a recent cooling off, with a 30 day share price return of minus 7.15 percent from a latest share price of $285.31, the year to date share price return of 69.23 percent and a...

Canaan (CAN) has been on a rough ride this year, but its recent rebound over the past 3 months is catching traders attention, especially given the sharp drawdown investors sat through earlier. See our latest analysis for Canaan. That rebound sits against a tough backdrop, with the 90 day share price return of 32.85% only partly offsetting a year to date share price decline of 57.81% and a 1 year total shareholder return of 68.67%. As a result, momentum is tentatively rebuilding from a deep...

Wondering if Honeywell International is starting to look like a bargain, or if the recent dip is just a value trap in disguise? This breakdown will help you decide with a clear, valuation-first lens. The stock is trading around $190.17 after sliding about 1.5% over the last week and roughly 2.0% over the past month, adding to a year-to-date decline of about 15.7% and a 10.0% drop over the last year. Those softer returns come as investors reassess industrial names amid shifting interest rate...

Many investors are asking whether Lockheed Martin is still attractive at around $465 a share, or if most of the potential upside has already been reflected in the price. This breakdown examines that question in detail. The stock has risen about 6% over the last week and 1.5% over the past month, but it is still down 3.5% year to date and roughly 6.1% over the last year. In that context, its 49.3% gain over five years may appear somewhat underappreciated. Recent headlines have highlighted...

IonQ (IONQ) just checked two big boxes at once, rolling out Slovakia’s first national quantum communication network while also teaming up with a leading regenerative medicine group on quantum AI powered drug development. See our latest analysis for IonQ. All of this comes as IonQ’s share price has climbed to about $54.36, with a 7 day share price return of 15.37% and a 1 year total shareholder return of 58.76%. This suggests momentum is rebuilding after recent volatility and is still grounded...

Caleres (CAL) opened Q3 2026 with total revenue of about $790 million and EPS of $0.07, while trailing twelve month revenue stood at roughly $2.7 billion with EPS of $0.52, setting a cautious tone around profitability. The company has seen revenue move from $741 million and EPS of $1.20 in Q3 2025 to $790 million and EPS of $0.07 in Q3 2026, a shift that leaves investors watching how much of the story is about topline resilience versus pressure further down the income statement. With net...

In recent days, Apogee Therapeutics reported positive interim Phase 1 results for its lead antibody APG333, showing a roughly 55-day half-life and biomarker suppression lasting up to six months, while also closing a public offering that raised about US$345,000,000 in gross proceeds. These updates, reinforced by multiple optimistic analyst views and insider stock sales executed under pre-arranged Rule 10b5-1 plans, spotlight a company pairing a potentially convenient dosing profile with a...