U.S. Software Stock News

Earlier this week, S&P Dow Jones Indices announced that Sezzle will be added to the S&P SmallCap 600 index, bringing the buy-now-pay-later provider into a widely tracked U.S. benchmark. Index inclusion can matter because funds and ETFs that track the S&P SmallCap 600 generally need to buy Sezzle shares, potentially deepening liquidity and broadening the investor base without changing the company’s underlying operations. With Sezzle’s entry into the S&P SmallCap 600 expanding its potential...

In early December 2025, Raytheon, an RTX business, announced a collaboration with Amazon Web Services to modernize satellite data processing and mission control by integrating cloud-native, AI, and machine learning tools into space and national security operations. This move highlights how RTX is tying its defense expertise to hyperscale cloud and AI infrastructure, potentially reshaping how quickly governments and commercial operators turn raw satellite data into operational...

Planet Labs PBC recently reported past third-quarter 2025 results, with revenue rising to US$81.25 million from US$61.27 million a year earlier, but net loss widening to US$59.19 million and basic loss per share increasing to US$0.19. Alongside releasing first-light images from its new AI-enabled Pelican satellites, the company issued fourth-quarter and fiscal 2026 revenue guidance ahead of analyst expectations, underscoring how its newer high-resolution, AI-ready constellation is beginning...

Comtech Telecommunications (CMTL) opened fiscal Q1 2026 with revenue of about $111 million and a basic EPS loss of roughly $0.67, putting margins firmly in the red for the quarter. The company has seen quarterly revenue move around the low $100 million range in recent periods, from about $116 million in Q1 2025 to $130 million in Q4 2025 before landing at $111 million this quarter. Basic EPS has stayed negative throughout, ranging from a steep $5.29 loss a year ago to a $0.39 loss last...

If you are wondering whether UnitedHealth Group is starting to look like a deal after a rough stretch, you are not alone. This article is going to walk through whether the current price really stacks up against the company’s fundamentals. The stock has bounced about 3.3% over the last week and is roughly flat over the past month, but it is still down around 32.2% year to date and 32.7% over the last year, a sharp reset that has investors rethinking both its growth potential and risk...

Ryder System (R) has quietly delivered a solid run this year, and with shares recently closing near 189 dollars, investors are starting to ask whether the logistics heavyweight still offers upside. See our latest analysis for Ryder System. Over the past year, Ryder’s roughly 21 percent year to date share price return and powerful 5 year total shareholder return of about 241 percent suggest momentum is still very much on its side, even after recent volatility. If Ryder’s move has you...

If you are wondering whether Par Pacific Holdings is still good value after its big run up, you are not alone, and that is exactly what we are going to unpack here. The stock has cooled off a bit lately, slipping about 7.0% over the last week and 1.1% over the past month, but it is still up 143.4% year to date and 146.8% over the last year. Those moves have come as investors refocus on refining and energy logistics names and reassess how companies like Par Pacific might benefit from changing...

In early December 2025, The Estée Lauder Companies and Jo Malone London launched the Jo Malone London Scent Advisor, an AI-powered, conversational tool on JoMalone.com in the US and UK that uses Google’s Gemini and Vertex AI to recreate the brand’s in-store fragrance consultation online. This digital advisor, developed by Estée Lauder’s AI and Innovation teams, signals how the company is pairing proprietary fragrance data with AI to improve online discovery and support its broader push to...

Quest Diagnostics (DGX) just deepened its neurological testing ambitions through a new collaboration with Octave Bioscience, giving nationwide access to Octave’s multiple sclerosis disease activity blood test via Quest’s 7,000 collection sites. See our latest analysis for Quest Diagnostics. That strategic push into neurology comes as sentiment around Quest has been quietly improving, with the share price at $182.56 and a strong year to date share price return of 20.93 percent, backed by a 5...

Rivian recently held its first Autonomy & AI Day, unveiling its custom 5nm Rivian Autonomy Processor (RAP1), third-generation Autonomy Compute Module (ACM3), LiDAR-enabled Gen 3 hardware for future R2 models, an AI-driven Large Driving Model, and an Autonomy+ subscription service launching in early 2026. By shifting to in-house silicon and an AI-first software stack, Rivian is trying to turn autonomy and connected services into a long-term, higher-margin revenue engine rather than relying...

How Has Cisco Systems Stock Been Performing? Cisco Systems has quietly been rewarding patient shareholders, with the stock up 36.1% over the past year and 98.4% over the last five years, turning what many once saw as a mature tech name into a solid compounder. Even in the short term, the picture is constructive, with a 5.2% gain over the last 30 days, a modest 0.2% pullback over the past week, and the shares recently closing around $77.80. This backdrop matters because it shapes how investors...

Recently, CSX reported its fastest train velocity since early 2021 and completed major projects such as the Howard Street Tunnel and Blue Ridge subdivision ahead of schedule, enhancing network capacity and resilience. At the same time, the company is tightening its cost base and governance, including shutting an 84-year-old corporate aviation department shortly after appointing new CEO Steve Angel, signaling a sharper focus on efficiency and capital discipline. Now we’ll examine how CSX’s...

Assessing Beyond Meat after a steep slide Beyond Meat (BYND) shares keep grinding lower, recently closing near 1 dollar, and that kind of drop naturally raises the question: is this a value opportunity or a value trap for patient investors? See our latest analysis for Beyond Meat. The latest slide to around 1.09 dollars caps a brutal stretch, with a roughly 72 percent 1 year total shareholder return loss and even steeper multiyear declines in the share price return, signaling fading momentum...

Penguin Solutions, Inc. recently introduced its SMART 64GB DDR5-6400 ECC CSODIMM modules, expanding its DDR5 SODIMM lineup for high-performance computing across industrial, edge, telecom, and networking applications, with commercial- and industrial-temperature options for harsh environments. The addition of a 64GB CSODIMM with integrated clock driver and error correction meaningfully broadens Penguin’s memory portfolio, giving system designers more flexibility to optimize density, speed, and...

Wondering if ImmunityBio at around $2.36 is a speculative trap or a misunderstood bargain? You are not alone, and that is exactly what this breakdown is here to unpack. Despite a bruising longer term record, with the share price down about 17.8% over the last year and 63.4% over three years, the stock has shown signs of life recently, gaining roughly 3.1% in the past week and 14.6% over the last month, while still sitting 8.2% lower year to date. Those moves have come as investors continue...

If you have been wondering whether Capricor Therapeutics is still a smart buy after its big run, you are not alone. This stock has quickly moved from under the radar to front and center on a lot of watchlists. The share price has dipped 3.2% over the last week, but that small pullback sits on top of a 343.3% gain in the last month and a 96.2% return over the past year, with long term holders still up 593.9% over 3 years and 524.0% over 5 years. Behind those moves, investors have been...

If you have ever looked at Main Street Capital and wondered whether the current price really reflects its underlying value, this breakdown is for you. The stock has climbed to around $62.05, delivering about 2.2% over the last week, 4.9% in the last month, 4.7% year to date, and 19.9% over the past year, with multi year gains of 114.1% over 3 years and 190.8% over 5 years reshaping how investors see its potential. Recent headlines have focused on Main Street Capital expanding its portfolio...

Teradyne (TER) just put a bigger flag in U.S. manufacturing, with Teradyne Robotics planning a new operations hub in Wixom, Michigan, to build cobots and support customers across North America. See our latest analysis for Teradyne. The Wixom hub builds on a big year for Teradyne, where enthusiasm around AI driven semiconductor demand and robotics has helped drive a roughly 72 percent 3 month share price return and a strong multi year total shareholder return, even after the latest pullback to...

Recent stock performance and context Trump Media and Technology Group (DJT) has been drifting lower, with the stock down about 16% over the past month and more than 37% over the past 3 months. This has prompted fresh questions about valuation and trajectory. See our latest analysis for Trump Media & Technology Group. Zooming out, the share price has slid to about $10.65 and the sharp year to date share price return decline, alongside a steep 1 year total shareholder loss, suggests momentum is...

Natural Grocers by Vitamin Cottage (NGVC) has wrapped up FY 2025 with fourth quarter revenue of $336.1 million and basic EPS of $0.51, alongside trailing twelve month revenue of about $1.3 billion and EPS of $2.02. Over the last few quarters the company has seen revenue move from $322.7 million in Q4 2024 to $336.1 million in Q4 2025, while quarterly EPS stepped up from $0.40 to roughly the low $0.50s as net income climbed from $9.0 million to $11.8 million. With net margin rising from 2.7%...

Kite, a Gilead Sciences (GILD) company, just released new analysis showing its CAR T therapy Yescarta delivers consistent benefits as a second line option for difficult large B cell lymphoma cases. See our latest analysis for Gilead Sciences. That stronger oncology story is quietly reshaping how investors see Gilead, with the share price at $120.4 after a softer recent patch but a robust year to date share price return of 31.04 percent, backed by a 1 year total shareholder return of 33.86...

Why Peabody Energy is Back on Watchlists Peabody Energy (BTU) has quietly turned into a strong performer over the past 3 months, with the stock up roughly 58%, even as its latest annual results still show a small net loss. See our latest analysis for Peabody Energy. Zooming out, that recent strength comes after a choppy year. Peabody’s share price is now at $29.15, with momentum clearly rebuilding following a strong 90 day share price return alongside a solid five year total shareholder...

Wondering if Eli Lilly is still worth buying after its monster run, or if the upside has already been priced in? You are not alone, and that is exactly what this article aims to unpack. The stock has climbed 1.7% over the last week, 1.0% in the past month, and is up a hefty 32.1% year to date, building on a 31.2% gain over the last year and an astonishing 531.7% over five years. A big part of this momentum has been driven by excitement around Eli Lilly's obesity and diabetes treatments,...

Wondering if Arbor Realty Trust at around $8.87 is a beaten down opportunity or a value trap? Let us unpack what the numbers are really saying about the stock. Despite a modest 0.2% gain over the last 7 days, the share price is still down 3.8% over 30 days, 35.6% year to date, and 30.6% over the past year, with only a 6.9% gain over five years. This naturally raises questions about whether the market has become too pessimistic. Recently, the stock has been in the spotlight as investors...