U.S. Software Stock News

Wondering if Charter Communications at around $204 a share is a value trap or a rare bargain hiding in plain sight? You are not the only one looking at this beaten up cable giant and asking if the downside has already been priced in. Despite a rough longer term track record, with the stock down about 41.4% year to date and 44.1% over the last year, it has shown some short term life, gaining roughly 3.9% in the last week after a 6.9% slide over the past month. Recent moves have been driven...

If you are wondering whether Coterra Energy is still a smart buy at around $26.86, you are not alone, and the numbers behind its valuation are more interesting than the headline price suggests. The stock has inched up 1.8% over the last week and 1.1% over the last month, and those modest near term moves sit on top of a 12.1% 1 year gain and a 100.9% rise over 5 years. Recent news flow around disciplined capital allocation, including continued focus on returning cash to shareholders through...

Manhattan Associates (MANH) has quietly slid over the past year, with the stock down about 41% from its peak even as revenue and net income keep growing at a steady, mid single digit clip. See our latest analysis for Manhattan Associates. That slide has been driven less by a single headline and more by a reset in expectations, with a roughly 16.7% 90 day share price decline and a far steeper 40.6% one year total shareholder return drop contrasting with still healthy multi year total...

Fourth Quarter Beat and Insider Buying Put Blue Bird in Focus Blue Bird (BLBD) just delivered a stronger than expected fiscal fourth quarter, with earnings and revenue topping forecasts, followed quickly by an insider share purchase that underscores management’s confidence. See our latest analysis for Blue Bird. The upbeat quarter and insider buying come after a choppy few months, with a roughly flat 1 month share price return. However, the year to date share price return of about 31 percent...

If you are wondering whether CVS Health is still a bargain after its big comeback, you are not alone. This stock has quietly turned into one of the more interesting value stories in healthcare. After a choppy few years, CVS is up 76.9% year to date and 47.9% over the last 12 months, even though the last month was slightly negative at -0.9% and the last week only inched ahead by 0.8%. Part of this renewed interest comes from CVS leaning harder into its integrated healthcare model, combining...

If you are wondering whether F5 at around $257 a share is still worth considering after its big run, or if you have missed the boat, this is a good place to unpack what the current price implies. Over the last week the stock is up 8.2%, adding to a 5.0% gain over 30 days and a 66.9% rise over three years, even though the 1 year return is only 0.9% and the move year to date is 2.5%. That uneven performance has played out alongside a steady sequence of product and strategy updates, from F5...

Lumen Technologies (LUMN) just gave investors a lot to digest, pairing a fresh cybersecurity launch for AWS customers with a pending handoff in its top technology role. Both moves point straight at its cloud security ambitions. See our latest analysis for Lumen Technologies. The leadership shuffle and new AWS security product land as Lumen’s share price sits at $8.37, with a punchy 90 day share price return of 48.67 percent and a 3 year total shareholder return of 50.54 percent, suggesting...

If you are wondering whether Flex is still attractive after such a huge run, or if you may be late to the party, this breakdown will help you assess whether the current price still makes sense. The stock has surged 17.6% over the last week, is up 7.8% in the past month, and has risen 74.9% year to date, with a 78.1% gain over the last year and 301.1% over three years, which has clearly changed how the market views its potential. Recently, investors have been reacting to Flex’s role in...

Wondering if Snowflake is still worth buying after its run up and recent wobble, or if the smart money has already moved on? You are not alone, and that is exactly what we are going to unpack here. Despite a strong longer term picture with the stock up 43.0% year to date and 31.3% over the last year, the recent pullback of 13.2% over 7 days and 14.3% over 30 days has reset expectations and opened up fresh questions about risk and reward. Those swings have come as investors digest a wave of...

Waste Management (WM) has quietly outperformed many defensive names this year, and with the stock recently pulling back from its highs, investors are asking whether this is a healthy pause or an early warning sign. See our latest analysis for Waste Management. At around $209.31 per share, WM has given investors a modest 4.37 percent year to date share price return. A 93.91 percent total shareholder return over five years suggests the recent pullback looks more like cooling momentum than a...

Progyny (PGNY) has quietly climbed about 10% over the past month and roughly 57% over the past year, prompting a closer look at what is driving sentiment around this fertility benefits specialist. See our latest analysis for Progyny. That recent 10.4% 1 month share price return, on top of a strong year to date share price gain, suggests momentum is rebuilding as investors refocus on Progyny’s growth and reassess past worries reflected in its weaker multi year total shareholder returns. If...

Wondering if Biogen is quietly becoming a bargain again, or if the market still has it priced like yesterday's story? This breakdown will walk you through what the numbers are really saying about its value. After a tough few years, the stock has started to show signs of life, with shares up around 1.5% over the last week, 16.0% over the past month, and 20.3% year to date, even though the 3-year and 5-year returns remain negative. Recent moves have been driven by shifting sentiment around...

If you are wondering whether Primo Brands at around $15.77 is a bargain or a value trap, you are not alone. This stock has all the ingredients of a classic valuation puzzle. Over the last month the share price has climbed roughly 9.1%, even though it is still down 49.1% year to date and 47.7% over the last year. This suggests that sentiment is shifting, but the long-term scars are still visible. That recent rebound has come as investors digested a series of strategic updates, including...

Wondering if Crown Holdings is actually good value at around $94 a share, or if the easy money has already been made, you are not alone. Despite being up 16.0% year to date and 8.5% over the last year, the stock has cooled recently with a 4.0% dip over the past week and a 3.7% slide across the last month. Those moves have come as investors reassess packaging stocks more broadly, with Crown often in the conversation thanks to its global footprint and exposure to consumer staples. At the same...

Advanced Micro Devices (AMD) stock is back in the spotlight after President Donald Trump moved to let US chipmakers resume selling advanced AI processors to approved customers in China, subject to new oversight and a 25% fee. See our latest analysis for Advanced Micro Devices. The policy shift arrives while AMD is already riding a powerful AI wave, with a 90 day share price return of 38.91% and a 1 year total shareholder return of 73.49%, signaling momentum that investors clearly still buy...

In recent days, VanEck’s Matthew Sigel highlighted that MARA Holdings’ US$3.30 billion in convertible debt and structurally high short interest mean its valuation is heavily shaped by its balance sheet rather than simple bitcoin exposure. At the same time, a very large 43,033 BTC transfer to Jack Mallers’ Twenty One ahead of its NYSE listing has put fresh attention on where MARA sits among the largest corporate bitcoin holders and how its financing choices influence its risk...

If you are wondering whether JD.com is quietly turning into a value opportunity after years of pain, you are not alone. This is exactly the question we are going to unpack. Despite a tough run, with the share price down about 1.2% over the last week, 6.6% over the past month, and still roughly 22.8% lower over the last year, the stock is starting to look more interesting to value focused investors. Recent headlines have focused on JD.com sharpening its focus on core e commerce, doubling down...

Wondering if United Airlines Holdings is still good value after its big run, or if most of the upside has already been priced in? You are not alone. That is exactly what this piece will unpack. United's share price has climbed 3.3% over the last week, 7.3% over the past month, and is up 9.5% year to date, adding to a hefty 136.2% gain over three years and 123.7% over five years that has reshaped how investors see its risk and reward profile. Those moves have come as investors react to a mix...

Vulcan Materials (VMC) has been quietly grinding higher this year, and its recent price action is giving investors a chance to reassess what they are really paying for its steady infrastructure exposure. See our latest analysis for Vulcan Materials. The 13.88% year to date share price return suggests momentum is still broadly constructive. However, the recent pullback toward 291.04 hints at investors periodically reassessing infrastructure demand and what they are willing to pay for Vulcan’s...

CleanSpark, Inc. has already reported unaudited October 2025 production of 587 Bitcoin and fiscal 2025 results showing revenue of US$766.31 million and net income of US$364.46 million, marking a major turnaround from the prior year's loss. Alongside record profitability, the company is expanding into AI and high-performance computing while holding 13,054 Bitcoin and funding growth through US$1.15 billions in zero-coupon convertible notes and large-scale share repurchases. We’ll now examine...

AutoZone (AZO) opened fiscal Q1 2026 with total revenue of $4.6 billion and basic EPS of $31.88, setting the stage against a backdrop where trailing twelve month revenue sits at $19.3 billion and EPS at $147.34. Over recent quarters the company has seen revenue move from $6.2 billion in Q4 2024 to $6.2 billion in Q4 2025 and then to $4.6 billion in Q1 2026, while quarterly EPS tracked from $53.0 to $50.0 and now $31.9, leaving investors weighing solid top line scale against signs of...

Omnicell recently launched Omnicell Titan XT in the United States, an enterprise-grade automated dispensing system powered by its cloud-based, HITRUST-certified OmniSphere platform to unify medication management across health systems. The system’s AI-enabled inventory intelligence and embedded FiveRights safety safeguards position Titan XT as a platform play aimed at reducing medication errors and optimizing pharmacy and nursing workflows across entire hospital networks. Next, we’ll examine...

Wondering if Blue Owl Capital is a bargain or a value trap at around $16 a share? You are not alone, and this is exactly the kind of stock where a closer look at valuation can really pay off. The share price has bounced about 6.6% over the last week and 3.8% over the past month, but that still sits against a much tougher backdrop with the stock down 32.1% year to date and 28.3% over the last year. Even so, the 3 year and 5 year returns are 59.3% and 86.7% respectively. Some of this recent...

Flowers Foods (FLO) has been sliding this year, and that weak share performance is exactly why the stock is getting fresh attention from value focused investors looking for a reset. See our latest analysis for Flowers Foods. That drop has left the share price at about $10.71, and with a roughly 48% year to date share price return decline and a similar slide in the one year total shareholder return, momentum clearly looks to be fading rather than stabilising. If Flowers Foods' slump has you...