U.S. Software Stock News

Burford Capital (NYSE:BUR) is back in the spotlight as investors reassess its huge bet on the Argentina YPF litigation, a single case that could meaningfully reshape the company’s earnings profile and valuation. See our latest analysis for Burford Capital. At around $9.29, Burford’s share price has suffered a sharp reset, with a roughly 30 percent 3 month share price return and weak year to date performance, even as its 3 year total shareholder return remains positive. This suggests momentum...

From August 6 to October 31, 2025, Star Bulk Carriers completed a share repurchase of 462,476 shares, about 0.4% of its stock, for US$8.6 million under its previously announced buyback program. This latest tranche underlines management’s continued use of buybacks alongside dividends and debt reduction to reshape the capital structure and support per-share metrics. Next, we’ll examine how this completed buyback tranche fits into Star Bulk’s broader investment narrative around capital...

On December 5, 2025, activist investor Holdco Asset Management urged KeyCorp to halt acquisitions, prioritize share buybacks, overhaul its board, and replace Chairman and CEO Christopher Gorman, citing value destruction from the 2016 First Niagara deal and calling for an independent capital allocation committee. By openly contemplating a proxy contest or even a sale of KeyCorp to larger peers, Holdco has put unusual public pressure on the bank’s 200-year-old franchise and its current...

AbCellera Biologics (ABCL) just added another twist to its evolving story, as the board moved to replace long time auditor KPMG with Ernst and Young starting with the 2026 fiscal year. See our latest analysis for AbCellera Biologics. The auditor change lands amid a choppy stretch for the stock, with a roughly 24 percent 1 month share price return decline and a still negative 3 year total shareholder return, even though year to date and 1 year total shareholder returns have turned positive as...

HealthEquity (HQY) has been treading water lately, with the stock roughly flat over the past month after a modest 3 month climb. That makes this a good moment to revisit what is driving the story. See our latest analysis for HealthEquity. Over the past year, HealthEquity’s share price return has been slightly negative even as its multi year total shareholder return remains strong. This suggests that recent weakness may be more about shifting risk sentiment than fundamentals. If HealthEquity’s...

Federal Realty Investment Trust (FRT) has been drifting slightly this month, and that kind of quiet tape often hides useful signals about how investors are weighing its income profile against rising-rate worries. See our latest analysis for Federal Realty Investment Trust. At around a 10 percent year to date share price decline from 97.2 dollars, with a five year total shareholder return of roughly 33 percent, Federal Realty’s recent weakness looks more like momentum fading than a broken long...

LKQ (LKQ) has quietly slipped over the past year, with the stock down roughly 22% even as revenue and net income keep inching higher. That gap between fundamentals and share price is worth unpacking. See our latest analysis for LKQ. Recent swings have been more about sentiment than fundamentals, with a 1 year to date share price return of negative 18.7 percent and a 3 year total shareholder return of negative 39.9 percent signaling fading momentum despite steady earnings progress. If LKQ's...

Estée Lauder Companies (EL) just turned online perfume shopping into more of a conversation than a guess, debuting Jo Malone London’s AI powered Scent Advisor and nudging the stock higher as investors reassess its fragrance strategy. See our latest analysis for Estée Lauder Companies. The launch of Scent Advisor caps a strong rebound in sentiment, with a roughly 42 percent year to date share price return at a 105.13 dollars close, even as the five year total shareholder return remains sharply...

Dana (DAN) has quietly turned into a strong performer this year, with the stock up roughly 86% year to date despite softer annual revenue, as improving profitability reshapes how investors are valuing the business. See our latest analysis for Dana. That surge has come with some bumps, and the latest 1 day and 7 day share price returns of negative 4.15% and negative 6.29% suggest a breather after big gains. At the same time, a 72.72% 1 year total shareholder return still points to strong,...

Earlier this week, TD Cowen met with Tapestry’s leadership and reaffirmed confidence after record first-quarter fiscal 2026 results, highlighting Coach’s strong revenue growth and a shift toward 65% evergreen products that support better inventory management and product breadth. The firm also emphasized progress under the “One Coach” strategy, while flagging Kate Spade as a longer-term turnaround, underscoring the company’s reliance on its flagship brand for current momentum. We’ll now...

Copart (CPRT) has quietly slid over the past few months, with the stock down about 8% for the month and roughly 20% in the past 3 months, despite steady revenue and earnings growth. See our latest analysis for Copart. Zooming out, that recent slide sits within a tougher stretch, with the share price down sharply year to date even as the three and five year total shareholder returns are still comfortably positive. This suggests long term momentum has not fully broken. If Copart’s pullback has...

Wondering if Progyny is still a smart buy after its big run, or if you have already missed the window? This breakdown will help you decide whether the current price really matches the company’s long term potential. Despite a choppy last week with the share price down 8.9%, Progyny is still up 27.2% over the last month, 35.5% year to date, and 62.7% over the past year, even though 3 and 5 year returns remain in the red. Recent gains have come as investors refocus on structural demand for...

In recent days, Bank of America has shifted its wealth management stance by allowing advisers to recommend a 1%–4% portfolio allocation to digital assets and beginning research coverage of several spot bitcoin ETFs, reversing its previous prohibition on crypto advice. This policy change positions the bank more directly in the growing market for regulated crypto exposure, aligning its wealth platform with evolving client demand and competitors’ digital asset offerings. With this new crypto...

McEwen (NYSE:MUX) just released fresh high grade drill results from Froome West in Ontario, extending gold mineralization both vertically and to the west, and that is exactly what has the stock in focus. See our latest analysis for McEwen. That operational momentum helps explain why McEwen’s recent 90 day share price return of 38.32 percent and year to date share price return of 127.24 percent look so strong, reinforcing a powerful three year total shareholder return of 243.77 percent. If...

Spyre Therapeutics (SYRE) drew fresh attention after reporting Phase 1 data that pointed to encouraging safety and activity signals for its investigational IBD antibodies, along with earnings per share that topped expectations. See our latest analysis for Spyre Therapeutics. Those upbeat trial results and recent conference visibility seem to be feeding into strong momentum, with the share price up sharply on a 30 day and 90 day basis and a hefty three year total shareholder return, though...

Allegiant Travel (ALGT) just posted strong October traffic numbers, with passenger volumes, available seat miles, and load factor all climbing versus last year. This gives investors fresh data on how demand is shaping the stock’s recent rebound. See our latest analysis for Allegiant Travel. The upbeat October traffic update seems to be feeding into a solid rebound, with Allegiant’s 90 day share price return of 28.06% standing out, even though the year to date share price return remains...

Dakota Gold (DC) is back on radar after fresh assay results from its Richmond Hill Oxide Heap Leach project confirmed high grade gold hits and step out drilling that pushes resource boundaries outward. See our latest analysis for Dakota Gold. The latest drill success comes on top of Dakota Gold’s recent conference appearances in London, and the market seems to be taking notice, with a year to date share price return of around 133 percent and a 1 year total shareholder return above 140...

Board loss puts a spotlight on Ubiquiti governance Ubiquiti (UI) is navigating a difficult moment after longtime director Ronald A. Sege passed away, leaving his Class II board seat vacant and temporarily shrinking the audit and governance framework he helped oversee. See our latest analysis for Ubiquiti. Despite the governance setback, investors have largely stayed focused on fundamentals, with a year to date share price return of 71.45% and a three year total shareholder return of 111.98%...

Wondering if Okta at around $85.89 is a quiet bargain or a value trap? This breakdown will help you decide whether the current price really stacks up against its fundamentals. Despite a choppy ride, Okta is up 6.9% over the last week and 9.0% year to date, even though the stock is still down 66.0% over five years. That combination suggests sentiment has shifted, but long-term scars remain. Recently, Okta has stayed in the spotlight as identity security remains mission critical for...

On November 24, 2025, United States Antimony appointed veteran dealmaker Jon R. Marinelli to its expanded seven-member board and named him chair of a newly formed Finance Committee. His deep capital-markets background, including advisory work on more than US$285 billion of transactions, could be important as the company manages its new multiyear defense and industrial supply commitments. We’ll now examine how the Pentagon supply agreement and expanded industrial contracts may reshape United...

Carrier Global (CARR) just gave income focused investors something to consider: a higher quarterly dividend, supported by a new share buyback plan and confidence in its commercial HVAC business. See our latest analysis for Carrier Global. Despite the richer dividend and $5 billion buyback plan, Carrier Global’s recent share price return has been weak, with a 30 day share price return of minus 4.5 percent and a year to date share price return of minus 20.6 percent. However, the five year total...

In recent coverage, Globalstar’s role in powering the iPhone’s satellite emergency messaging and its low‑Earth orbit network for remote communications was highlighted, alongside a bullish investor write‑up emphasizing its infrastructure relevance. The renewed focus on Globalstar’s Apple partnership and critical remote connectivity use cases underscores how its satellite network is increasingly viewed as essential safety infrastructure rather than a niche service. Next, we’ll examine how this...

Earlier this week, HEICO Corporation was highlighted for its strong year-to-date performance versus the Aerospace sector and improving full-year earnings estimates, reflecting more optimistic analyst forecasts. Analysts emphasized HEICO's entrenched position in FAA-approved replacement parts and its acquisition-led expansion, underscoring how regulatory barriers and switching costs support its aftermarket pricing power. Next, we'll examine how HEICO's improved earnings outlook and...

If you are wondering whether Analog Devices is still worth buying at today’s levels, you are not alone. This article will walk through what the current price is really baking in. The stock has been on a strong run lately, climbing about 6.0% over the last week, 19.2% over the last month, 33.1% year to date, and 31.1% over the past year. This adds to a hefty 75.0% three year and 116.7% five year gain. Recent headlines have focused on Analog Devices positioning itself as a key supplier for...