U.S. Software Stock News

On 1 December 2025, Octave Bioscience announced a collaboration with Quest Diagnostics to offer its Multiple Sclerosis Disease Activity (MSDA) blood test through Quest’s roughly 7,000 U.S. specimen-collection sites, with Quest also gaining first rights to support future Octave tests for multiple sclerosis and Parkinson’s disease. This agreement deepens Quest’s presence in neurology testing by pairing its national collection network with a clinically validated, multi-biomarker tool that can...

Enphase Energy recently began U.S. production shipments of its next-generation IQ EV Charger 2 and rolled out PowerMatch battery optimization technology in Europe, enhancing integration across solar, storage, and EV charging. Together, these launches push Enphase further into whole-home and small-business energy management, potentially increasing the usefulness of each installed system and deepening customer lock-in across its platform. Next, we'll examine how the IQ EV Charger 2 rollout...

Inspire Medical Systems (INSP) has been under pressure after revealing major stumbling blocks in the Inspire V launch, including underprepared treatment centers, billing software glitches, and excess inventory weighing on demand and earnings expectations. See our latest analysis for Inspire Medical Systems. The latest Inspire V setbacks come after a volatile stretch in which a sharp selloff following guidance cuts and multiple securities class actions left a 1 year total shareholder return of...

Heidrick & Struggles International (HSII) has quietly delivered strong multi year gains, with the stock up about 34% over the past year and more than doubling in the past 3 years. See our latest analysis for Heidrick & Struggles International. With the latest share price at $58.97 and a standout 90 day share price return of 17.07 percent, the recent move looks like a continuation of the strong multi year total shareholder return rather than a short lived bounce. This suggests momentum is...

Ryan Specialty Holdings (RYAN) just rolled out a new public sector focused managing general underwriter while drawing fresh attention from Wall Street, a combination that quietly reshapes how investors are thinking about the stock. See our latest analysis for Ryan Specialty Holdings. Despite the launch of Ryan Specialty Public Entity and other strategic moves such as the Financial Lines rebrand, the stock has lost ground recently, with a negative year to date share price return. However, the...

SPX Technologies (SPXC) has been on a strong multi year run, and its recent pullback is catching investor attention. With the shares still up sharply this year, the question is whether the dip offers reasonable value. See our latest analysis for SPX Technologies. After a sharp run earlier in the year, SPX Technologies’ 7 day and 30 day share price pullback looks more like a breather than a reversal, especially given its strong year to date share price return and standout multi year total...

Recently, Callodine Capital increased its investment in Spectrum Brands Holdings by acquiring an additional 360,898 shares, making the company its largest portfolio holding at nearly 8% and reinforcing confidence in Spectrum’s ongoing share buyback program funded by prior asset sales. This heightened institutional backing, combined with Spectrum’s exploration of a potential divestiture of its home and personal goods unit, highlights a concerted effort to reshape the portfolio and potentially...

Wondering if General Motors is still a value play after its big run up, or if you have already missed the best of the upside? This breakdown is designed to help you separate genuine value from simple momentum. GM shares closed at $76.05 after climbing 3.4% over the last week, 10.6% over the past month, and an impressive 48.0% year to date, building on 43.9% gains over 1 year, 105.0% over 3 years, and 88.0% over 5 years. Much of this strength has been tied to investors rotating back into...

In the recent quarter, Q2 Holdings reported annual recurring revenue of US$888.4 million, growing 11.3% year on year, while analysts now project revenue growth of 10.7% over the next 12 months amid intensifying competition. An important takeaway is that Q2’s average gross margin of 53.4% over the last year remains relatively low for a software company, suggesting structurally higher infrastructure costs and ongoing profitability pressures. We’ll now examine how slowing annual recurring...

Post Holdings has recently completed a private offering of US$1.30 billion 6.50% senior unsecured notes due 2036 and used the proceeds to fund the planned redemption of US$1,235.0 million 5.50% senior notes due 2029 at 101.833% of principal, plus accrued interest. This refinancing extends Post's debt maturity profile while increasing its interest burden, and sits alongside a new US$500 million, two-year share repurchase authorization that could reshape its capital structure. We’ll now...

WisdomTree (WT) just rolled out its Equity Premium Income Digital Fund, pairing a traditional put write strategy with blockchain based tokenization, and that mix is exactly what has investors rechecking their assumptions on the stock. See our latest analysis for WisdomTree. The launch of the digital premium income fund comes as WisdomTree’s 1 day share price return of 1.86 percent and 7 day share price return of 4.08 percent hint that sentiment is stabilising after a tougher 90 day stretch...

Lumentum Holdings (LITE) just delivered a standout quarter powered by AI infrastructure demand, and options markets quickly responded, with bullish call activity and Power Inflow signals hinting at shifting expectations for the stock. See our latest analysis for Lumentum Holdings. That excitement is showing up clearly in the tape, with a roughly 42% 1 month share price return and a powerful 256.97% 1 year total shareholder return, signaling momentum that traders are now trying to front run...

Neogen recently moved to simplify its portfolio and accelerate deleveraging by divesting lower-quality businesses tied to its 2022 merger with 3M’s Food Safety division, while working through the final stages of integration. This shift, driven by new leadership and a tighter focus on higher-growth areas such as bovine-related products, highlights a push to improve operational efficiency and concentrate resources on the company’s strongest food and animal safety franchises. We’ll now examine...

Roku (ROKU) slipped after Cathie Wood's ARK Invest trimmed its position for a second straight day, extending a string of high profile stock sales that now includes earlier disposals by Roku's CEO. See our latest analysis for Roku. Even with ARK trimming its stake and a recent software glitch weighing on sentiment, Roku’s share price still shows a solid year to date rebound. It has a 34.4% year to date share price return and a 3 year total shareholder return of 93.5%, suggesting longer term...

In early December 2025, Science Applications International Corporation reported Q3 results with revenue of US$1.87 billion and net income of US$78 million, raised its full-year 2026 revenue guidance, completed a US$407.16 million buyback covering 7.83% of shares, and declared a quarterly dividend of US$0.37 per share payable in January 2026. Amid softer year-on-year sales, SAIC’s improved earnings guidance, meaningful share repurchases, growing defense contract wins, and commitment to...

Paycom Software (PAYC) has been under pressure lately, with shares down around 10% over the past month and roughly 26% in the past 3 months, prompting fresh questions about its valuation. See our latest analysis for Paycom Software. Zooming out, the stock’s recent slide sits on top of a much tougher backdrop, with a negative 1 year total shareholder return and a steep 3 year total shareholder return decline suggesting momentum has been fading despite ongoing revenue and profit growth. If...

Donnelley Financial Solutions recently reported weakening gross and net retention, with its flagship ActiveDisclosure software showing slower annual recurring revenue growth amid intensifying competition. The fading benefit from earlier regulatory tailwinds and rising pressure from rivals such as Workiva raise fresh questions about DFIN’s ability to shift more of its business to higher-margin software. Next, we’ll consider how deteriorating retention for ActiveDisclosure may alter Donnelley...

If you are wondering whether Steel Dynamics is still worth buying after its big run, or if the easy money has already been made, you are in the right place to unpack what the market is really pricing in. The stock has cooled slightly over the last 7 days with a -1.6% move, but it is still up 7.2% over the last month, 47.6% year to date, 22.6% over 1 year, 59.4% over 3 years, and 359.0% over 5 years. Recent momentum in Steel Dynamics has been shaped by ongoing optimism around US...

Workiva (WK) has quietly put up double digit gains over the past month, even as its year to date return is still in the red. That mix of recent strength and longer term lag sets up an interesting entry point. See our latest analysis for Workiva. With the share price now around $92 and a strong 30 day share price return offsetting a weaker year to date performance, the recent 90 day upswing suggests momentum is quietly rebuilding as investors re rate Workiva's growth story and risk profile. If...

In recent days, William Blair began covering Ovintiv Inc. with an Outperform rating, highlighting the company’s completed acquisition of NuVista and its projected 2026 production contribution of 100,000 barrels of oil equivalent per day. The firm also pointed to Ovintiv’s established infrastructure in the Montney and Permian basins and potential asset sales as key levers for delivering shareholder returns via dividends and buybacks. We’ll now assess how William Blair’s upbeat initiation,...

Sarepta Therapeutics (SRPT) just cleared two important clinical hurdles, with the FDA greenlighting dosing for Cohort 8 in its ENDEAVOR gene therapy study and fresh progress in its SRP 1003 RNA program for myotonic dystrophy. See our latest analysis for Sarepta Therapeutics. Those twin updates land at a tense moment for Sarepta, with the stock showing a 19.23% 1 month share price return but a steep 82.63% 1 year total shareholder return decline. This suggests sentiment is stabilising from a...

At AWS re:Invent, DXC Technology announced that Canadian life insurer ivari has completed a large-scale migration of about 732,000 policies to the DXC Assure Platform on Amazon Web Services, achieving a 22% reduction in operating costs and supporting four new product launches without business disruption. This go-live showcases DXC’s ability to execute complex, cloud-enabled transformations in insurance, strengthening its position in core policy administration modernization and business...

Advent International has already sold 9,400,000 shares of First Watch Restaurant Group, sharply reducing its stake to 5,289,784 shares worth about US$82.73 million as of September 30, 2025. This large secondary sale by a key shareholder comes as analysts continue to highlight First Watch’s growth potential and the company prepares to present at Barclays’ 11th Annual Eat, Sleep, Play, Shop Conference in New York on December 2, 2025. Next, we’ll examine how Advent International’s sizable share...

Envista Holdings (NVST) has been quietly grinding higher this year, and with shares now around 20 dollars, investors are starting to revisit the story, especially given its improving earnings profile. See our latest analysis for Envista Holdings. That steady climb has come with a few bumps, as shown by a slightly negative 90 day share price return alongside a modestly positive year to date share price return. Yet the 1 year total shareholder return of 1.71 percent suggests momentum is only...