U.S. Software Stock News

The Morning Bull - US Market Morning Update Tuesday, Dec, 9 2025 US stock futures are edging higher this morning, with S&P 500 contracts up about 0.1 percent, as investors weigh booming global tech demand against rising borrowing costs. Taiwan just reported record November exports of 64 billion US dollars, up 56 percent from a year ago, a sign of powerful demand for chips and electronics that supports US technology and semiconductor names. At the same time, the US 10 year Treasury yield has...

Key Insights Ralliant's estimated fair value is US$54.87 based on 2 Stage Free Cash Flow to Equity With US$51.33 share...

We wouldn't blame Caterpillar Inc. ( NYSE:CAT ) shareholders if they were a little worried about the fact that Andrew...

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

The fact that multiple L3Harris Technologies, Inc. ( NYSE:LHX ) insiders offloaded a considerable amount of shares over...

Applied Optoelectronics (AAOI) has been quietly resetting expectations this year, with the stock slipping about 22% year to date even as annual revenue and net income have grown sharply off a low base. See our latest analysis for Applied Optoelectronics. Despite that weak year to date share price return, the stock has quietly rebuilt some momentum, with a 90 day share price return of 17.37% and a striking three year total shareholder return above 1,100% hinting that investors still see...

Capital One Financial recently appeared at the Goldman Sachs 2025 U.S. Financial Services Conference, offering a webcasted update on its operations, financial performance, and outlook. Alongside this conference appearance, fresh analyst coverage and discussion around its Discover integration and network ambitions are reshaping how investors assess Capital One’s long-term potential. Building on this, we’ll explore how Wolfe Research’s positive initiation and conference commentary may...

Kilroy Realty (KRC) shares have slipped over the past month, even as the real estate investment trust continues to generate steady revenue and maintain solid occupancy across its coastal office and life science portfolio. See our latest analysis for Kilroy Realty. At around $40.44, the recent pullback, including a negative 30 day share price return, sits against a modestly positive year to date share price gain and a solid three year total shareholder return. This suggests longer term...

In late 2025, H World Group reported strong Q3 2025 results, marked the opening of its 10,000th hotel, and detailed new expansion plans into Laos through four hotel deals. These milestones highlight how H World Group is using its large-scale network and cross-border growth to reinforce its position in the Asian hotel market. We’ll now explore how the company’s 10,000th hotel milestone and Laos expansion may reshape H World Group’s existing investment narrative. Outshine the giants: these 27...

Janus Henderson Group (NYSE:JHG) has quietly edged higher over the past month, and the move appears to be tied less to headlines and more to a steady improvement in its underlying profitability and returns. See our latest analysis for Janus Henderson Group. At around $44.6 per share, Janus Henderson’s recent gains continue a gradual upward trend, with a 1 year total shareholder return of about 5.5 percent sitting on top of a very strong 3 year total shareholder return of more than 100...

Astronics (ATRO) slipped after Airbus trimmed its 2025 delivery plans, citing fuselage panel quality issues, and the market quickly connected that slowdown to potential demand pressure across the aerospace supply chain. See our latest analysis for Astronics. Even with today’s wobble on the Airbus headline, Astronics’ 1 month share price return of 12.07 percent and year to date share price return of 233.44 percent show strong momentum, supported by a 3 year total shareholder return of 435.06...

CONMED (CNMD) has quietly slipped over the past year, but the underlying business tells a more nuanced story, with steady revenue and earnings growth that makes the current share price worth a closer look. See our latest analysis for CONMED. Despite a steep year to date share price return of around negative 40 percent and a one year total shareholder return near negative 45 percent, investors are really reacting to a reset in expectations rather than a collapse in fundamentals. This may be...

Graphic Packaging Holding Company recently announced that longtime CEO and President Michael P. Doss will step down on December 31, 2025, with former Primo Brands CEO Robbert E. Rietbroek set to take over as CEO and join the Board on January 1, 2026. Rietbroek’s background in consumer brands, sustainability-focused water businesses, and packaging design patents introduces a leadership profile closely aligned with Graphic Packaging’s push into innovation and environmentally conscious...

Asbury Automotive Group recently announced that after the 2026 Annual Meeting, longtime CEO David W. Hult will move into the Executive Chairman role while current Chief Operating Officer Daniel E. “Dan” Clara becomes President and Chief Executive Officer, with further board leadership changes expected at that time. This handover elevates a 20-year company veteran whose operational leadership has been closely tied to Asbury’s integration of large acquisitions and creation of long-term...

EPR Properties has expanded its experiential real estate footprint with a $113 million sale leaseback for five championship golf courses and a Virginia Beach water park, while simultaneously launching a $400 million at the market equity program. See our latest analysis for EPR Properties. Those moves come as sentiment cools a little in the near term, with the 7 day share price return at minus 3.8 percent. However, a 1 year total shareholder return of 20.26 percent and five year total...

ORIC Pharmaceuticals (ORIC) is back in the spotlight after unveiling fresh Phase 1b data for its lung cancer drug enozertinib at ESMO Asia 2025, highlighting systemic and intracranial activity in difficult EGFR and HER2 mutation settings. See our latest analysis for ORIC Pharmaceuticals. The string of upbeat enozertinib updates, analyst support and recent conference exposure comes against a choppy tape, with a weaker 1 month share price return but still a strong year to date share price gain...

In recent days, Marriott Vacations Worldwide reported mixed Q3 2025 results, with adjusted earnings per share beating estimates while revenue declined year over year, and management narrowed full-year guidance while emphasizing the expected US$150 million–US$200 million EBITDA benefits from its ongoing modernization program by 2026. Analysts at Stifel and Barclays reiterated positive ratings and corporate insiders increased their buying activity, signaling continued confidence in the...

Nurix Therapeutics has reported updated Phase 1a/1b data for its BTK degrader bexobrutideg (NX-5948) in relapsed or refractory B‑cell malignancies, including chronic lymphocytic leukemia, with results presented at the 2025 ASH Annual Meeting and supporting 600 mg as the recommended Phase 2 dose. The new data, generated under FDA initiatives Project Optimus and Project Prime, underpin the pivotal DAYBreak Phase 2 program and highlight Nurix’s effort to position BTK degradation as a potential...

In December 2025, Masimo entered into a new unsecured credit facility comprising a US$250 million term loan and US$750 million revolving commitments, replacing its prior agreement and extending maturities to December 2030. The facility’s leverage-linked interest spreads, unused fee, and potential US$400 million accordion highlight how Masimo is reconfiguring its balance sheet to enhance financial flexibility for capital investment and working capital. We’ll now examine how Masimo’s expanded...

Artivion (AORT) has quietly become a strong performer, with shares up sharply this year even after a recent pullback. Investors are starting to weigh whether the current price still reflects its growth trajectory. See our latest analysis for Artivion. The stock’s latest pullback, including a modest 1 day share price return of minus 1.17 percent to 44.07 dollars, comes after a powerful year to date share price return of 56.94 percent and a standout 3 year total shareholder return of 240.84...

Antero Resources (AR) has quietly outperformed many energy peers over the past month, with the stock up around 11% and roughly 16% over the past three months, catching the attention of value-focused investors. See our latest analysis for Antero Resources. Zooming out, that recent strength adds to a solid run, with a roughly mid teens 3 month share price return and a near 20% one year total shareholder return indicating that momentum is still building around Antero’s growth story and risk...

National Health Investors (NHI) has quietly outperformed many income names this year, and with its shares up about 15% year to date, investors are asking whether the momentum still matches the fundamentals. See our latest analysis for National Health Investors. The steady year to date share price return of around 15% to about $78.82, backed by solid recent revenue and net income growth, suggests momentum is still building rather than fading, and the market is slowly repricing National Health...

Service Corporation International (SCI) just gave investors a confidence boost, combining upbeat analyst commentary with stronger than expected third quarter results and a higher quarterly dividend that underlines management’s comfort with future cash flows. See our latest analysis for Service Corporation International. The upbeat earnings surprise and dividend hike help explain why, despite a recent 1 month share price return of negative 4.29 percent and a 1 year total shareholder return of...

CACI International (CACI) just landed two sizable multi year task orders with the U.S. Navy and Army, bolstering its backlog and strengthening already important defense relationships that support the stock’s longer term earnings power. See our latest analysis for CACI International. Those fresh Navy and Army wins come after a strong run, with the share price up sharply on a 90 day basis and multi year total shareholder returns showing steady, compounding momentum. If contract driven growth...