U.S. Software Stock News

In recent days, investor concerns about artificial intelligence disrupting high-fee, labor-intensive real estate services have driven a broad selloff in the sector, affecting CBRE Group alongside its peers. This reaction comes despite CBRE’s previously strong quarterly results, increased fiscal 2025 core EPS guidance, and expanded US$9.00 billion share repurchase authorization, which had highlighted management’s confidence in the company’s cash generation. We’ll now examine how heightened...

GE Vernova (GEV) is back in focus after reporting quarterly results that beat expectations, highlighting strong demand for its gas turbines from AI data centers and new reservation deals that are filling its gas power backlog. See our latest analysis for GE Vernova. The strong quarterly update and a run of new turbine and grid agreements, from Maxim Power to Xcel Energy, have coincided with sharp momentum. The 30 day share price return is 28.74% and the 1 year total shareholder return is...

Wondering if Rollins at US$65.60 is offering you real value or just a popular pest control name with a rich price tag? This article is built to help you make sense of what you are paying for. The stock has returned 3.3% over the last 7 days, 7.5% over 30 days, 11.2% year to date, 32.5% over 1 year, 89.3% over 3 years and 90.4% over 5 years. This naturally raises questions about what is already baked into the current share price. Recent coverage of Rollins has largely focused on its position...

If you are wondering whether Caesars Entertainment's share price now reflects a bargain or a value trap, it helps to step back and look at what the current market is really pricing in. The stock last closed at US$19.84, with returns of a 2.3% decline over 7 days, a 20.2% decline over 30 days, a 15.8% decline year to date and a 49.0% decline over 1 year, which may have some investors reassessing both the upside potential and the risks. These moves come as Caesars Entertainment continues to...

What ArcBest’s Recent Returns Signal For Investors ArcBest (ARCB) has attracted attention after a strong recent run, with the stock showing around 21% return over the past month and about 62% over the past 3 months, prompting fresh interest in its fundamentals. See our latest analysis for ArcBest. That recent burst of momentum, with a 30 day share price return of about 21% and 90 day share price return of roughly 62% from a latest share price of $106.03, contrasts with a more modest 1 year...

Jumia Technologies (JMIA) just posted its fourth quarter and full year 2025 earnings, reporting sales of US$61.4 million for the quarter and a reduced net loss of US$10.31 million. See our latest analysis for Jumia Technologies. The earnings release comes after a sharp pullback in the 30 day share price return of 29.47% and a weaker year to date share price return of 23.69%. However, the 1 year total shareholder return of 144.14% and 3 year total shareholder return of 134.21% still point to...

In early February 2026, Mercury Systems reported second-quarter fiscal 2026 results showing sales of US$232.87 million versus US$223.13 million a year earlier, with net loss narrowing to US$15.10 million and basic loss per share from continuing operations improving to US$0.26 from US$0.30. Management emphasized that record first-half revenue was supported by faster hardware shipments, strong booking activity, and new higher-margin program wins, even as a low-margin backlog is expected to...

Verra Mobility secured a new five year contract with the New York City Department of Transportation to expand and manage automated enforcement camera programs. The agreement broadens red light and bus lane safety coverage across all five boroughs and adds technology upgrades and community focused commitments. The contract extends a long running relationship between Verra Mobility and NYC DOT and is tied to legislatively supported program growth. For investors watching Verra Mobility,...

If you are wondering whether Nexa Resources at around US$12.38 is still attractively priced after a strong run, you are not alone. This article is built to help you frame that value question clearly. The stock has had a mixed short term patch with a 3.1% decline over the last 7 days, but it also shows returns of 15.3% over 30 days, 40.8% year to date, 122.9% over 1 year and 95.9% over 3 years, as well as 43.4% over 5 years. Recent moves are taking place against a backdrop of continuing...

In early February 2026, e.l.f. Beauty reported past fiscal third-quarter 2025 results showing higher sales and earnings, raised its fiscal 2026 net sales guidance, and completed a US$100.53 million share repurchase of 1,587,303 shares announced in August 2024. Management highlighted Rhode’s strong contribution to growth alongside expanding retail and e-commerce channels, while using buybacks to return capital and slightly reduce the share count. We’ll now examine how the stronger sales...

If you are wondering whether Datadog’s current share price matches its long term potential, you are not alone. This article focuses squarely on what you might be paying versus what you are getting. Datadog’s share price closed at US$127.33, with returns of 10.0% over the past week, 0.6% over the past month, a 4.8% decline year to date and a 14.0% decline over the past year, set against a 43.5% and 23.5% return over the past 3 and 5 years respectively. Recent market attention on Datadog has...

Ameriprise Financial (NYSE:AMP) is in a legal dispute with LPL Financial involving advisor transitions and data access. A federal appeals court has allowed a group of advisors to intervene in the case and pause searches of their personal devices. The ruling is tied to ongoing FINRA arbitration, which is shaping how evidence and advisor rights are handled. Ameriprise Financial, trading at about $485.96, enters this dispute with a mixed return profile, including a 44.7% gain over 3 years and...

In early February 2026, TransDigm Group reported first‑quarter fiscal 2026 results showing higher sales of US$2,285 million but lower net income of US$445 million year over year, while also updating investors on its ongoing share repurchases and M&A pipeline. At the same time, management raised full‑year 2026 guidance for net sales, net income and earnings per share, highlighting confidence in demand and the company’s ability to deploy its sizable cash balance across reinvestment,...

In early February 2026, Centene Corporation reported fourth-quarter 2025 revenue of US$49.73 billion and a net loss of US$1.10 billion, with full-year 2025 revenue of US$194.78 billion and a net loss of US$6.67 billion. Alongside these results, Centene issued 2026 guidance calling for total revenue of US$186.50 billion to US$190.50 billion and GAAP diluted EPS of more than US$1.98, while highlighting margin improvement efforts and mixed membership trends across Medicaid and Commercial...

Citigroup’s downgrade of Schneider National (SNDR) from Neutral to Sell has put fresh attention on the stock, coming shortly after the company’s fourth quarter and full year 2025 earnings release. See our latest analysis for Schneider National. At a share price of US$29.72, Schneider National’s 90-day share price return of 36.64% and 30-day share price return of 3.34% suggest momentum had been building before Citigroup’s downgrade. The 1-year total shareholder return of 8.64% reflects a...

Corning (GLW) is back in focus after securing a supply agreement with Meta valued at up to US$6b for fiber optic cables serving AI data centers, highlighting its Optical Communications business. See our latest analysis for Corning. The Meta agreement has arrived at a time when sentiment around Corning has already been strong, with a 51.23% 30 day share price return and a very large 305.35% 3 year total shareholder return pointing to strong momentum rather than a short term spike. If Corning’s...

Carnival Corporation & (CCL) earnings surprises and operations in focus Carnival Corporation & (CCL) is back on investor radars after four straight quarters of positive earnings surprises, alongside fresh fleet wide operational agreements and new port development projects that spotlight ongoing business adjustments. See our latest analysis for Carnival Corporation &. Despite a small 1 day share price pullback, Carnival’s 90 day share price return of 26.59% and 1 year total shareholder return...

ExlService Holdings (NasdaqGS:EXLS) has received 10 new U.S. patents covering AI and data-focused solutions. The patents span multiple sectors, including insurance, healthcare, retail, utilities, and financial services. Newly protected capabilities target data readiness for AI, workflow automation, and tuning large language models for enterprise use. For shareholders watching NasdaqGS:EXLS, this patent batch lands after a challenging stretch for the stock, with the share price at $30.25 and...

Gen Digital Inc. recently reported third-quarter fiscal 2026 results, with sales rising to US$1,240 million and net income to US$192 million year on year, while also declaring a quarterly dividend of US$0.125 per share payable on March 11, 2026. Alongside these results, the company launched its Gen Agent Trust Hub to address emerging security risks from autonomous AI agents, signaling an effort to position its cyber safety platform at the center of the AI “agentic” ecosystem. We’ll now...

In early February 2026, Illumina reported fourth-quarter 2025 revenue of US$1,159 million and full-year 2025 revenue of US$4.34 billion, issued 2026 revenue guidance of US$4.5–4.6 billion, and closed its SomaLogic acquisition. At the same time, Illumina expanded its role in clinical and conservation genomics, including a sequencing agreement for up to 4,000 Frozen Zoo® samples with the San Diego Zoo Wildlife Alliance. Now we’ll examine how Illumina’s 2026 guidance, including the SomaLogic...

Gartner (NYSE:IT) is selling its software review platforms Capterra, Software Advice, and GetApp to G2. The deal shifts ownership of three widely used B2B software discovery sites to a single operator in the sector. This transaction marks a change in Gartner's portfolio mix and reduces its direct exposure to software review marketplaces. For you as an investor, this move matters because Gartner has been known for both its research and its role in software buying decisions through these...

Motorola Solutions: why the recent move matters Motorola Solutions (MSI) has been drawing attention after its recent share price performance, prompting investors to look more closely at how its communications and security business might align with their portfolios. See our latest analysis for Motorola Solutions. The recent 9.2% 1-month share price return and 9.9% 3-month share price return at around $421.13 sit alongside a 1-year total shareholder return decline of 8.8% and a 5-year total...

If you are wondering whether Chipotle Mexican Grill’s share price still reflects its long term potential, you are not alone. This article focuses squarely on what you may be paying for today. The stock last closed at US$37.22, with returns of a 6.8% decline over 7 days, 7.7% decline over 30 days, 0.7% decline year to date and 35.0% decline over 1 year, compared with gains of 12.3% over 3 years and 27.5% over 5 years. Those mixed returns sit against a backdrop of ongoing interest in...

Upwork (NasdaqGS:UPWK) is integrating its Lifted enterprise platform into the core business while stepping up investment in artificial intelligence tools and services. The company recently reported financial results that showed weaker active client metrics and issued cautious guidance for the next quarter. Management highlighted AI driven impacts on pricing and transaction volumes as key headwinds alongside the shift toward a more enterprise focused model. These moves have raised questions...