U.S. Software Stock News

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...

If you are wondering whether Ameren is still worth buying after its recent run, you are not alone. This article will walk through what the current share price really implies. The stock is up 12.2% year to date and 12.0% over the last year, even after a recent 6.1% pullback over the past week and a softer 1.4% dip across the last 30 days. Investors have been responding to a mix of regulatory decisions, long term grid modernization plans and accelerating investment in renewable and...

Li Auto Inc. reported that it delivered 33,181 vehicles in November 2025, bringing cumulative deliveries to 1,495,969 as it works through a period of softer demand and rising costs. Amid its first quarterly loss in years and weaker fourth-quarter guidance, the company is pushing new BEV models, software upgrades, and AI accessories to revive growth and reposition its brand. We’ll now examine how Li Auto’s weaker fourth-quarter delivery outlook and renewed focus on technology and BEVs affects...

Wondering if Lattice Semiconductor at around $78.85 is still a smart buy after its big run, or if the easy money has already been made? You are not alone. That is exactly what we are going to unpack. The stock has climbed 12.3% over the last week, 24.9% over the past month, and is up 40.9% year to date, on top of a strong 36.7% gain over the past year and 86.0% over five years. This naturally raises questions about how much upside is left versus downside risk. Recent bullishness has been...

Recent commentary on OFG Bancorp highlights that over the past five years its net interest income grew at a 9.2% annualized pace, but analysts now expect only a 1.4% increase over the next 12 months as its net interest margin has contracted by 69.7 basis points in two years. This slowdown in net interest income growth and margin compression raises fresh questions about how much earnings support OFG Bancorp’s balance sheet can provide. We’ll now examine how this slowing net interest income...

IDT (IDT) just opened fiscal 2026 with Q1 revenue of $322.8 million and basic EPS of $0.89, setting the tone for another data heavy year for investors tracking its earnings trajectory. The company has seen quarterly revenue move from $309.6 million in Q1 2025 to $322.8 million in Q1 2026, while basic EPS stepped up from $0.68 to $0.89 over the same stretch, framing a story in which profit per share is edging ahead of the top line. With net income and margins nudging higher in the background,...

Earlier this week, JPMorgan upgraded CSW Industrials to Overweight, pointing to improving fundamentals, attractive valuation, and momentum supported by recent acquisitions and disciplined capital deployment. At the same time, insider share sales and a series of bolt-on deals in HVAC and specialty lubricants are sharpening investor focus on how CSW Industrials balances growth, integration, and profitability. Next, we’ll examine how JPMorgan’s upgraded view, anchored in CSW Industrials’ recent...

Wondering if Dover at around $191 a share is quietly turning into a value opportunity, or if the market already has it figured out? Let's unpack what the numbers are really saying. The stock has bounced 3.1% over the last week and 6.4% over the past month, yet it is still down 4.1% over the last year even after delivering 44.4% over 3 years and 67.9% over 5 years, a mix that hints at shifting expectations and possibly a reset in risk appetite. Recent headlines have focused on Dover's...

Wondering if First Horizon is still good value after its recent run up, or if the easy money has already been made? Here is the context so you can decide whether the current price actually makes sense. The stock has quietly climbed 1.9% over the last week, 5.8% over the past month, and is up 13.8% year to date, adding to a 110.0% gain over the last 5 years that has caught more investors' attention. These moves are coming as regional bank sentiment improves and investors refocus on balance...

If you have been wondering whether John Wiley & Sons at around $32 is a bargain or a value trap, you are not alone and this article is going to tackle that question head on. Despite being a long established name in publishing and research, the stock has had a rough ride lately, falling about 10.9% over the last week, 15.2% over the last month and roughly 24.9% year to date, which naturally raises questions about whether the market has become too pessimistic. Some of this share price weakness...

Earlier this week, Prosperity Bancshares reported third-quarter 2025 earnings per share of US$1.45, an 8.2% year-over-year increase that exceeded expectations, while director Ned S. Holmes sold US$77,096 of company stock in several transactions. Beyond the insider sales, the earnings call highlighted management’s focus on growth initiatives and a constructive outlook, which has drawn renewed attention from analysts and investors. Now we’ll examine how Prosperity Bancshares’...

Zoetis (ZTS) has been grinding lower this year, with the stock down roughly 32% over the past 12 months despite steady mid single digit revenue and earnings growth in its animal health franchise. See our latest analysis for Zoetis. The latest 1 day share price return of minus 1.46 percent and a 90 day slide of 22.61 percent suggest sentiment has cooled sharply, which helps explain the 1 year total shareholder return of minus 31.87 percent despite ongoing business growth. If Zoetis has you...

Serve Robotics recently expanded its AI-powered sidewalk delivery service into Fort Lauderdale, building on its existing Miami operations and partnering with Uber Eats to offer autonomous restaurant deliveries in key neighborhoods like Downtown and Las Olas Boulevard. This move not only extends Serve’s South Florida footprint but also positions the company to benefit from policy momentum around U.S. robotics promotion and growing urban demand for sustainable last-mile delivery. With this...

If you have been wondering whether Apollo Global Management is a bargain or a value trap at around $138 a share, this breakdown will walk you through what the market might be missing. The stock has climbed 4.8% over the last week and 3.3% over the past month, but those short term gains sit against a sharper pullback of 16.7% year to date and 21.2% over the last year, even after a big 131.3% three year and 223.0% five year run. Recent headlines have focused on Apollo expanding its footprint...

Twist Bioscience (TWST) has quietly turned into a roller coaster for investors, with the stock sliding this year but still up sharply over the past 3 months, prompting fresh questions about valuation. See our latest analysis for Twist Bioscience. The recent 90 day share price return of 25.39% stands in sharp contrast to the year to date share price decline, suggesting sentiment has swung back toward Twist Bioscience’s long term growth story despite a still negative 1 year total shareholder...

If you are wondering whether Avadel Pharmaceuticals at around $21 a share still has room to run or is already priced for perfection, you are not alone. This breakdown is designed to give you a clear, valuation focused view. The stock has dipped about 0.7% over the last week, but it is still up 12.6% over the past month and 94.0% year to date, with a 113.4% gain over the last year shifting how the market thinks about its risk and reward profile. Much of that surge has been driven by growing...

How the Colibri rollout ties back to IFF’s stock story International Flavors & Fragrances (IFF) just brought its Colibri robot online at the Chin Bee plant in Singapore, sharply cutting fragrance sample times and lifting throughput for regional customers who care about speed. For shareholders, this is not a headline grabbing earnings event. However, it does inch the narrative toward leaner operations and better asset utilization, important context for a stock still digging out from multi year...

McDonald's (MCD) is leaning into the holidays with its limited time Grinch Meal, pairing Dill Pickle Grinch Salt McShaker Fries and collectible socks with a broader push on value to keep traffic flowing. See our latest analysis for McDonald's. Those holiday promotions are landing at a time when McDonald’s sits around $311.23 per share, with a solid year to date share price return and a 5 year total shareholder return near 68 percent. This suggests steady, if unspectacular, momentum rather...

Brinker International (EAT) has quietly put together an interesting run, with the stock up roughly 36% over the past month even after a recent pullback, prompting fresh questions about what the market is pricing in. See our latest analysis for Brinker International. That surge follows a choppy stretch, with the share price now at $140.45 and a 1 year total shareholder return of 8.16% but an eye catching 3 year total shareholder return of 298.44%. This suggests momentum is rebuilding rather...

Wondering if Tripadvisor at around $15 a share is a hidden deal or a value trap? Let us unpack what the market is really pricing in and whether the risk reward still stacks up for long term investors. The stock is up about 3% over the last week but roughly flat over the past month, and it has only gained around 2% year to date and 6.9% over the last year after steep declines of 17.1% over 3 years and 46.1% over 5 years. That mix of modest recent gains and deep longer term drawdowns often...

Earlier this week, ICF International said its COO James Morgan and CFO Barry Broadus took part in a virtual fireside chat at the Sidoti Year End Virtual Investor Conference, with a webcast replay available for 90 days to broaden investor access to management’s commentary. On the same day, an analyst upgrade citing healthy free cash flow generation, reaffirmed full-year guidance, and confidence in a return to growth in 2026 highlighted how closely investors are watching ICF’s execution...

Bitdeer Technologies Group (BTDR) is back in the spotlight after fresh class action filings accused the company of misleading investors about its SEAL04 ASIC chip timeline and efficiency, linking those disclosures to recent stock losses. See our latest analysis for Bitdeer Technologies Group. The legal overhang is landing on a stock that was already under pressure, with a roughly 46 percent 1 month share price return and steep year to date share price losses. However, the 3 year total...

Wondering if M&T Bank at around $195 a share is quietly trading below what it is really worth? You are not alone. This article is written for investors asking exactly that question. The stock is up 2.6% over the last week and 6.4% over the past month. Yet it is only up 3.4% year to date and still about 4.8% lower than it was a year ago, despite gaining 42.7% over 3 years and 81.7% over 5 years. Recent headlines have focused on regional banks adjusting their balance sheets and capital plans...