U.S. Software Stock News

Wondering if Aptiv at around $76 is a smart buy or a value trap? You are not alone. This article will walk through what the numbers are really saying about the stock. The share price has slipped about 1.5% over the last week and 8.7% over the last month, but it is still up 26.7% year to date and 34.8% over the past year, even though the 3 year and 5 year returns remain negative at -18.1% and -37.5% respectively. Recent headlines around Aptiv have centered on its positioning in advanced...

If you have been wondering whether Strategic Education is quietly turning into a value opportunity or just another value trap, you are not alone. This is exactly what we are going to unpack. The stock has crept up 2.7% over the last week and 7.2% over the last month, yet it is still down 13.2% year to date and 15.9% over the past year. This combination signals a mix of recovery potential and lingering market skepticism. Recent attention has focused on Strategic Education's position in the...

KNOT Offshore Partners (NYSE:KNOP) has just laid out another steady quarter, with Q2 2025 revenue of about $86 million and EPS of $0.15 setting the tone for its latest update. The business has seen revenue move from roughly $74 million in Q2 2024 to $86 million in Q2 2025, while EPS has swung from a loss of about $0.42 a year ago to positive territory across recent quarters, signaling a very different earnings backdrop for unitholders to digest. With that shift in profitability now clearer...

If you have been wondering whether Ross Stores is still a bargain at current levels, you are not alone. This stock has quietly become a favorite hunting ground for value curious investors. The share price closed around $177.87 recently, and with gains of 0.9% over the last week, 9.6% over the last month, and 16.6% year to date on top of multi year returns of 59.6% over 3 years and 66.3% over 5 years, the market clearly sees something to like even as the risk profile evolves. Recent headlines...

Guidewire Software (GWRE) has pulled back about 4% over the past month and nearly 19% in the past 3 months, even as its revenue and earnings continue to grow at a double digit clip. See our latest analysis for Guidewire Software. Even after the recent pullback, Guidewire’s share price is still well ahead for the year, with a positive year to date share price return and a particularly strong three year total shareholder return that suggests long term momentum remains intact, even if near term...

Wondering if Automatic Data Processing is quietly turning into a value opportunity, or if the market already baked in all the good news? Let us unpack what the current share price is really telling you. ADP last closed at $261.63, and while the stock is up 2.5% over the past week and 0.8% over the past month, it is still down 9.7% year to date and 12.3% over the last year, even after gaining 8.0% over three years and 66.2% over five years. Recent moves have come against a backdrop of steady...

Morgan Stanley recently initiated coverage on Camtek with an Equal-Weight rating and a US$110.00 price objective, while multiple other firms have reiterated positive views on the company. At the same time, a meaningful reduction in short interest suggests a shift toward more optimistic investor positioning around Camtek’s outlook and risk profile. Against this backdrop of fresh analyst coverage and easing short interest, we’ll explore how these developments influence Camtek’s investment...

In recent months, Qualcomm has reported past quarterly results that exceeded expectations while expanding its presence across mobile, automotive, IoT, and AI infrastructure, supported by long-term automotive design wins and new data-center and edge AI platforms. These moves, alongside acquisitions such as Alphawave IP Group to boost data-center connectivity and Arduino to deepen its AI edge ecosystem, highlight Qualcomm’s push to become a central enabler of AI at both the cloud and device...

Lucid Group recently began production of its luxury Gravity electric SUV, helping drive seven consecutive quarters of delivery growth and a 68% year-over-year revenue increase, while management reiterated a 2025 year-end production goal of around 18,000 units despite earlier forecast cuts. This combination of Gravity-led delivery momentum and revenue expansion is prompting investors to reassess how effectively Lucid can scale its operations amid ongoing cost and demand pressures. We’ll now...

UP Fintech Holding (NasdaqGS:TIGR) just posted a sharp earnings jump for the third quarter, with revenue and net income both surging year over year, giving investors fresh data to reassess the stock’s trajectory. See our latest analysis for UP Fintech Holding. The strong quarterly beat has helped the share price stabilize after a volatile few months, with a 1 year to date share price return of 38.32% and a 1 year total shareholder return of 50.24%, suggesting momentum is rebuilding rather...

If you are wondering whether PG&E is a beaten down utility or a quiet value opportunity, this article will walk you through what the market might be missing and where the upside or downside could really lie. Despite a long term gain of 28.0% over 5 years, the stock is down 6.0% over the last week, 6.8% over the last month, and 24.2% year to date, leaving it roughly 25.0% lower than a year ago and firmly on value hunters' radars. These moves are happening as investors continue to weigh PG&E's...

Royal Caribbean Cruises (RCL) has quietly pulled back in recent weeks even though its year to date return is still in positive territory. That disconnect between recent weakness and longer term gains is worth unpacking. See our latest analysis for Royal Caribbean Cruises. With the share price now around $257.66 and a sharp 90 day share price return of about negative 27 percent following a strong year to date share price gain, it looks more like momentum is fading rather than building, despite...

MDU Resources Group (MDU) has quietly pulled back about 2% over the past month after a strong run in the past 3 months, which sets up an interesting check on its current valuation. See our latest analysis for MDU Resources Group. At a share price of $19.26, MDU’s 19.0% 90 day share price return contrasts with a modest 1 year total shareholder return of 2.0%. This suggests that recent momentum is rebuilding after a quieter stretch. If you are rethinking your utilities exposure, it can also be...

Bicara Therapeutics recently reported early Phase 1b expansion cohort data for its antibody-cytokine fusion ficerafusp alfa plus pembrolizumab in first-line HPV-negative recurrent/metastatic head and neck squamous cell carcinoma, alongside a Breakthrough Therapy Designation from the US FDA for this combination. These milestones highlight how regulators are signaling potential clinical relevance in a difficult-to-treat, biomarker-defined population, which could reshape expectations for...

KBR recently announced it has secured an estimated US$117 million cost-plus-fixed-fee follow-on contract to support NAVAIR’s F/A-18 and EA-18G Foreign Military Sales programs for Australia, Finland and Switzerland over five years. This award reinforces KBR’s long-running role in high-complexity defense aviation support, deepening its ties with U.S. and allied air forces while extending multiyear revenue visibility. We’ll now examine how this new F/A-18 support contract shapes KBR’s...

Brown Forman (BF.B) has just posted Q2 2026 results showing revenue of $1.0 billion and basic EPS of $0.47, backed by net income of $224 million as the spirits maker works through a period of softer margins. The company has seen quarterly revenue move from $1.1 billion in Q2 2025 to $1.0 billion in Q2 2026, with basic EPS shifting from $0.55 a year ago to $0.47 this quarter, while trailing twelve month net income came in at $810 million on revenue of $3.9 billion. Against a backdrop of lower...

XPeng Inc. has reported past delivery figures for November 2025, with 36,728 Smart EVs delivered for the month and year‑to‑date deliveries reaching 391,937 units, reflecting solid year‑over‑year growth in both metrics. This surge in monthly and cumulative deliveries highlights how XPeng’s current sales momentum may be interacting with its broader push into smart, software‑centric EVs. Next, we’ll examine how this strong November delivery performance shapes XPeng’s investment narrative around...

In the third quarter of 2025, Voya Financial reported adjusted operating earnings above expectations, fueled by higher fee and net investment income and stronger contributions from its Retirement and Employee Benefits businesses. The board’s decision to raise the quarterly dividend by 4% from the fourth quarter of 2025 highlights management’s confidence in sustaining capital returns through earnings strength and recent acquisitions. We’ll now examine how this better‑than‑expected earnings...

EZCORP (EZPW) has quietly delivered strong gains this year, and the move is catching investor attention. With the pawn and pre-owned retail business humming along, the recent rally raises fair questions about what is already priced in. See our latest analysis for EZCORP. The recent climb to a share price of $20.14, backed by a 30 day share price return of 11.89 percent and a 5 year total shareholder return of 294.90 percent, suggests momentum is still building as investors reassess EZCORP’s...

Royal Gold (RGLD) just gave income focused investors something to chew on, boosting its annual dividend by 6% alongside record third quarter revenue, even as earnings per share came in a bit light. See our latest analysis for Royal Gold. The latest dividend hike and portfolio expansion moves, including the Kansanshi Stream and Mount Milligan life extension, come as Royal Gold’s 30 day share price return of 16.35 percent and nearly 50 percent year to date share price gain signal building...

Meritage Homes (MTH) has quietly lagged the market this year, with the stock down about 5% year-to-date and roughly 18% over the past year despite steady revenue and profit growth. See our latest analysis for Meritage Homes. At a share price of $72.23, Meritage’s 1 month share price return of nearly 9% hints that sentiment may be stabilising after a tougher stretch, even though the 1 year total shareholder return remains firmly negative. If Meritage’s recent rebound has you rethinking where...

Domo (DOMO) has just put Q3 2026 on the books with revenue of about $79.4 million and a basic EPS loss of roughly $0.25, keeping the focus firmly on how efficiently the business is converting its topline into sustainable earnings. The company has seen quarterly revenue hover in a tight band around $78 million to $80 million over the past six reported periods, while EPS has similarly stayed in negative territory between approximately $0.25 and $0.56 per share, underscoring that margins remain...

Natera recently filed two shelf registrations to offer a combined 2,040,691 shares of common stock worth about US$478.72 million, alongside an employee stock plan–related tranche, while also preparing to present new clinical data on its Signatera test at the 2025 ASH Annual Meeting. The upcoming lymphoma data for Signatera, including earlier recurrence detection than imaging and use in NCCN-endorsed ctDNA-MRD assessment, may further strengthen its role in hematologic cancer management. We’ll...

Hewlett Packard Enterprise (HPE) has wrapped up FY 2025 with fourth quarter revenue of $9.7 billion, Basic EPS of $0.11, and net income of $146 million, putting a spotlight on how its margins are holding up late in the fiscal year. The company has seen revenue move from $8.5 billion and Basic EPS of $1.02 in Q4 2024 to $9.7 billion and $0.11 in Q4 2025. Over the same period, trailing twelve month EPS has swung from $1.95 to slightly negative, setting up a nuanced debate around the trade off...