U.S. Software Stock News

In November 2025, KE Holdings Inc. carried out several share repurchases, including a buyback of 516,576 shares on November 21, as it continued to refine its capital structure during a weak Chinese property market. These buybacks coincided with improving profitability in BEKE’s home rental and renovation businesses, where asset-light models and supply chain efficiencies have lifted margins despite tough sector conditions. Next, we’ll examine how KE Holdings’ continued share repurchases...

Wondering whether DTE Energy at around $131 a share is still worth buying, or if most of the upside is already priced in? You are not alone, and that is exactly what this breakdown will tackle. Despite a choppy short term, with the stock down 4.2% over the past week and 2.1% over the past month, DTE is still up 8.4% year to date and 11.6% over the last year, building on multi year gains of 24.2% over 3 years and 45.4% over 5 years. Recent share moves have been shaped by a steady flow of...

Wondering if NIQ Global Intelligence is quietly becoming a bargain, or if the recent buzz is already priced in? Let us unpack what the numbers say about where the value might really be. The stock has bounced around lately, with a modest 0.1% move over the last week, a sharp 30.6% jump in the last month, but still sitting at a -17.3% return year to date, hinting at shifting sentiment and possibly rising expectations. Those swings have come alongside a steady stream of updates about NIQ Global...

Rexford Industrial Realty has outlined a leadership transition, including appointing veteran REIT executive David Stockert to its board and audit committee and naming Laura Clark as CEO from April 2026, alongside cost-cutting measures and a capital recycling program focused on higher-yield industrial projects. These moves point to an evolving governance and capital allocation approach as the co-founders step back, potentially influencing how Rexford balances redevelopment risk, portfolio...

Zillow Group (ZG) has quietly slipped about 2 % in the past day and is down roughly 15 % over the past 3 months, even as revenue and net income have grown solidly year over year. See our latest analysis for Zillow Group. Zooming out, Zillow’s 1 year total shareholder return of negative 9.3 % sits in stark contrast to its roughly 111 % 3 year total shareholder return. This suggests momentum has cooled as investors reassess execution risks against improving fundamentals. If Zillow has you...

In November 2025, Surgery Partners, Inc. cut its full-year revenue and adjusted EBITDA guidance, citing delays in capital deployment and earnings lost from ambulatory surgical center divestitures, and now faces a federal securities law investigation by Levi & Korsinsky. This combination of weaker guidance and legal scrutiny raises fresh questions about the reliability of prior assumptions on growth, capital allocation, and portfolio optimization. We’ll now examine how the reduced guidance...

In late November 2025, Keurig Dr Pepper expanded into the premium coffee category with its new Keurig Coffee Collective line and named veteran finance leader Anthony DiSilvestro as Chief Financial Officer, while former CFO and President, International, Sudhanshu Priyadarshi shifted into a strategic advisor role through April 2026. The combination of a higher-end, in-house coffee brand and a refreshed finance leadership team, including a new Deputy CFO and an expanded capital markets role,...

Wolverine World Wide was recently honored as Company of the Year at the 2025 Footwear News Achievement Awards, as Saucony and Merrell drove a successful turnaround built on focused brand-building and portfolio reshaping. At the same time, Saucony’s new creative partnership with Grammy-nominated artist Westside Gunn underscores how cultural collaborations are becoming an important lever in Wolverine’s brand-led growth strategy. We’ll now examine how Saucony’s high-profile collaboration and...

Earlier this week, Eve Air Mobility announced it has chosen BETA Technologies to supply electric pusher motors for its conforming prototypes and future production eVTOL aircraft, a potential 10-year opportunity valued at up to US$1 billion tied to Eve’s 2,800-aircraft backlog. The decision follows an extensive testing and validation phase of BETA’s motors, signalling growing confidence in its electric propulsion platform as a core component of next-generation urban air mobility fleets. Next,...

Recent buzz around Monolithic Power Systems (MPWR) is tied to its latest quarterly beat and accelerating exposure to AI driven data centers, a combination that has pushed long term returns far ahead of the market. See our latest analysis for Monolithic Power Systems. The latest quarter simply reinforces a trend that has been building all year. The share price is now at $963.28, representing a robust year-to-date share price return of 62.11% and a five-year total shareholder return of 225.71%...

If you are wondering whether Albemarle is a bargain or a value trap at today’s price, you are not alone. This breakdown will help you see what the numbers are really saying. The stock has been on a rollercoaster. It is down 3.7% over the last week but still up 36.1% over the past month, 46.9% year to date, and 21.9% over the last year, even after a tough 3 year stretch with a 48.4% drop. Those swings have come as investors digest shifting expectations around long term lithium demand,...

If you have been wondering whether Asbury Automotive Group at around $238.90 is a bargain or a value trap, you are not alone. This stock has all the ingredients to spark a closer look at what you are really paying for. Despite being down about 7.8% over the past year, the stock has eked out gains of 2.7% over the last week, 2.2% over the last month, and is modestly positive at 1.0% year to date. This hints that sentiment may be turning after a choppy stretch. Recent moves in the share price...

Netskope recently introduced new security capabilities for Model Context Protocol (MCP) communications within its Netskope One platform, aiming to give enterprises better visibility, access control, and data protection for AI agents, with general availability planned for the first half of 2026. By extending its Cloud Confidence Index risk scoring and granular policy controls to MCP servers, Netskope is positioning itself as an early specialist in securing the fast-emerging ecosystem of...

Stock Yards Bancorp recently announced that Stock Yards Bank & Trust has appointed veteran banker Rick Seadler as Bowling Green Market President, while the company was also named to Piper Sandler’s elite 2025 “Sm-All Stars” list for top-performing small-cap banks. This combination of fresh local leadership and third-party recognition for growth, profitability, credit quality, and capital strength reinforces Stock Yards Bancorp’s franchise quality among regional peers. With that backdrop,...

Recently, Hercules Capital was downgraded by analysts from “buy” to “hold,” as concerns grew around its high leverage and exposure to potentially risky loans to portfolio companies with weakening revenues. The debate now centers on whether Hercules Capital’s double-digit dividend yield adequately compensates investors for the heightened risk in its loan book and leverage profile. We’ll now examine how renewed scrutiny of Hercules Capital’s loan portfolio risk affects the company’s broader...

EQT Corporation recently reported third-quarter earnings per share that exceeded analyst expectations, while revenue lagged, and advanced asset sales and stock offerings as part of its ongoing portfolio optimization. This performance comes as new US liquefied natural gas export capacity and AI-related power demand are expected to lift long-term natural gas usage. We’ll now examine how EQT’s stronger earnings and asset reshaping could influence its investment narrative and long-term...

Wondering if Dollar General at around $132 a share is a comeback bargain or a value trap? This breakdown will help you decide whether the recent rally still leaves room on the upside. The stock has surged 20.9% in the last week, 31.6% over the past month, and is up 75.0% year to date and 66.4% over the last year, even though the 3 year and 5 year returns are still negative. Recent gains have come as investors warm back up to defensive retail names and reassess Dollar General's ability to...

Kimco Realty (KIM) has quietly lagged the market this year, with shares down about 12% year to date and 16% over the past year. This performance has prompted fresh questions about whether the REIT now looks undervalued. See our latest analysis for Kimco Realty. Kimco’s 11.6% 90 day share price decline and weaker 1 year total shareholder return signal fading momentum, even as its 3 year and 5 year total shareholder returns remain firmly positive, suggesting the market is reassessing risk...

In recent months, PAR Technology Corporation reported a strong third quarter that exceeded analyst revenue and EPS expectations, launched its embedded PAR AI intelligence layer, and added new clients such as Abelardo's Mexican Fresh while expanding AI and payroll-focused partnerships across its restaurant technology platform. These developments suggest PAR is deepening its role as a unified, AI-enabled operating system for modern restaurants, with broader adoption of its cloud-native suite...

If you are wondering whether Public Service Enterprise Group is starting to look like a bargain or a value trap, you are not alone. This breakdown aims to unpack that question in more detail. The stock is down 4.7% over the last week and 6.5% year to date, but those pullbacks sit on top of longer term gains of 46.1% over three years and 65.3% over five years. Recent headlines have focused on the company’s ongoing investments in regulated transmission and distribution infrastructure, as well...

Blue Owl Capital (OWL) is back in the spotlight after insiders bought heavily into the stock while the firm closed a new $1.7 billion digital infrastructure fund, even as class action lawsuits swirl. See our latest analysis for Blue Owl Capital. Those heavy insider purchases and the $1.7 billion digital infrastructure fund are landing against a mixed backdrop, with a recent 7 day share price return of 8.27% but a year to date share price return of negative 31.16%. At the same time, the 3 year...

nLIGHT (LASR) has quietly turned into one of the market’s stronger comeback stories, with the stock up about 26% over the past 3 months and more than tripling year to date. See our latest analysis for nLIGHT. That recent 15.7% one month share price return has simply extended a powerful year to date move, with the one year total shareholder return above 230%. This suggests momentum investors are increasingly willing to pay up for nLIGHT’s growth story. If nLIGHT’s run has you wondering what...

Rollins recently reported a strong third quarter, delivering record revenue and improved margins as the company emphasized consistent execution and efficiency. Barclays’ rating upgrade highlighted how Rollins’ diversified marketing and multi-brand approach may help it manage emerging risks around AI-driven SEO disruption. We’ll now explore how this combination of margin progress and marketing resilience could influence Rollins’ investment narrative for long-term investors. Uncover the next...

Take-Two Interactive Software (TTWO) has quietly delivered a strong run this year, with the stock up about 35% year-to-date even after a modest pullback over the past month. See our latest analysis for Take-Two Interactive Software. That move has been driven more by a reset in expectations around long term growth than any single headline. A 35.4% year to date share price return and a hefty 3 year total shareholder return of 142.9% show momentum that is cooling slightly but still clearly...