U.S. Software Stock News

Recently, Atmos Energy reported a strong fourth-quarter 2025 earnings result, raised its fiscal 2026 earnings guidance, reaffirmed its 6–8% adjusted earnings growth outlook through 2030, and announced a 15% dividend increase, marking its 41st consecutive year of dividend growth while directing about 87% of its US$3.60 billion fiscal 2025 capital program to safety and reliability. This combination of consistent dividend growth, higher near-term earnings guidance, and continued safety-focused...

Louisiana-Pacific (LPX) just landed on Zacks.com’s most searched list after analysts sharply cut current quarter earnings estimates. This move pushed the stock into a Zacks Rank 5, a signal many investors treat as a tactical warning. See our latest analysis for Louisiana-Pacific. Those weaker earnings revisions arrive after a choppy stretch, with a 90 day share price return of around minus 17 percent and a one year total shareholder return of roughly minus 31 percent. This suggests that...

LandBridge (LB) just reshaped its balance sheet by closing a $500 million private placement of 6.25% senior notes due 2030 through its DBR Land Holdings subsidiary to refinance and retire its old credit facility. See our latest analysis for LandBridge. The refinancing news lands as LandBridge’s share price sits at $59.35 and a 90 day share price return of nearly 14% signals improving momentum, even though the 1 year total shareholder return remains negative. If this capital structure reset...

Modine Manufacturing (MOD) has drawn fresh attention after announcing a new facility in Franklin, a move that coincided with a clear jump in the share price and renewed investor interest. See our latest analysis for Modine Manufacturing. The Franklin expansion fits into a broader upswing, with the stock now at $159.91 and supported by strong fundamentals, including a roughly 9% 1 month share price return and an exceptional 3 year total shareholder return above 600%, suggesting momentum is...

Upwork (UPWK) just earned a new level of visibility, landing spots in the S&P 1000, S&P 600, S&P 600 Industrials, and S&P Composite 1500. This shift can quietly reshape demand dynamics. See our latest analysis for Upwork. Those index additions come after a strong run, with the share price up around 20% over the last month and quarter, while a 3 year total shareholder return of roughly 74% points to momentum gradually rebuilding after a tough five year stretch. If Upwork’s move into major...

BillionToOne (BLLN) has been quietly catching investor attention after a choppy week, with the stock edging up about 1% today but still down roughly 20% over the past week. See our latest analysis for BillionToOne. That sharp 7 day share price return of negative 20.1 percent comes after a more modest year to date share price return of negative 4.5 percent at a last close of 104.02 dollars. This suggests momentum has recently faded as investors reassess execution risk and valuation. If...

Fluor (FLR) is back on investors radar after taking the lead on a long term upgrade of State Highway 6 in Texas, a 12 mile expansion that reinforces its position in large public infrastructure work. See our latest analysis for Fluor. The latest contract win lands at an interesting moment, with the share price at $45.45 and a 90 day share price return of 9.33% contrasting with a weaker 1 year total shareholder return of negative 18.8%. This suggests near term momentum is improving even as...

Otis Worldwide (OTIS) has drifted lower over the past month, even though its elevator and escalator business continues to grow revenue and earnings. That disconnect is where today’s valuation story starts. See our latest analysis for Otis Worldwide. At around $86.91, Otis’s recent share price softness, including a negative year to date share price return, looks more like sentiment cooling than a shift in fundamentals, especially given its positive multi year total shareholder returns. If...

Turning Point Brands (TPB) just stunned the market with its nicotine pouch business, posting more than 651% year over year revenue growth and lifting its full year growth and profit outlook on the back of that momentum. See our latest analysis for Turning Point Brands. The market has been steadily repricing that growth story, with the share price now at $98.68 after a strong year to date share price return of 62.7 percent and an eye catching three year total shareholder return of 379.66...

CRH (NYSE:CRH) is suddenly back on a lot of screens because it is now a leading candidate for S&P 500 inclusion, a change that could reshape the stock’s ownership base. See our latest analysis for CRH. That backdrop helps explain why, even after a minor slip in the latest session to a 121.05 dollar share price, CRH still boasts a strong year to date share price return of just over 30 percent and an impressive three year total shareholder return above 230 percent. This suggests momentum has...

If you are wondering whether RH at around $160 a share is starting to look like a bargain or just a value trap, this breakdown is for you. The stock is roughly flat over the last week (up 0.3%) but still down 59.5% year to date and 56.9% over the last year. This represents a massive reset in expectations that has a lot of investors rethinking the risk reward. Much of that move has been shaped by shifting sentiment around high end discretionary spending and RH’s aggressive long term expansion...

Recently, Freedom Capital Markets initiated coverage on Paymentus Holdings with a Buy rating, while other brokerage firms also raised their views on the cloud-based bill payment provider’s Software-as-a-Service platform. This wave of analyst enthusiasm highlights growing attention on Paymentus’ role in enabling electronic bill presentment and payments across multiple industries and channels. Next, we’ll explore how this fresh analyst coverage could influence Paymentus’ investment narrative,...

In recent days, analysts have lifted their consensus earnings estimate for Silicon Motion Technology’s current quarter by over 11%, now projecting earnings growth of around 44% year over year alongside revenue growth of more than 36%, reflecting stronger-than-expected demand. This shift builds on the company’s record of topping earnings estimates in each of the last four quarters, underscoring improving operational execution and rising confidence in its long-term earnings power. We’ll...

Wondering if RLI is quietly turning into a bargain or if the recent weakness is a warning sign? Let us unpack what the current price is really telling you about its long term value. RLI has slipped 1.2% over the last week but is still up 4.3% over the past month, while year to date it is down 22.6% and has fallen 23.8% over the last year, despite posting gains of 7.7% over 3 years and 51.1% over 5 years. Recent headlines around the insurance space have focused on shifting risk appetites,...

Warrior Met Coal (HCC) is climbing as global steel producers in Europe, South America, and Asia scramble for more metallurgical coal. That demand spike is reshaping how investors are thinking about the stock. See our latest analysis for Warrior Met Coal. That demand story has clearly filtered into the market, with Warrior Met Coal’s share price up 27.45 percent over the last month and a hefty 51.74 percent year to date. Its five year total shareholder return of 340.81 percent shows momentum...

If you are wondering whether Klarna Group at $32.50 is a bargain in the making or a value trap, you are not alone, and this is exactly what we are going to unpack. Over the last week the stock has climbed 4.9%, but that bounce still leaves it down 11.9% over 30 days and 29.1% year to date, which suggests that market sentiment has been shifting quickly. Recent headlines have focused on Klarna's push deeper into AI driven credit decisioning and its continued expansion of buy now, pay later...

Fox (FOXA) has been quietly rewarding patient investors lately, with shares up about 10% over the past 3 months and roughly 46% over the past year, outpacing many traditional media peers. See our latest analysis for Fox. That strength is not a fluke, with a 38.4% year to date share price return and a hefty 3 year total shareholder return of 125.4%. This suggests momentum is firmly building as investors reassess Fox’s earnings resilience and cash generation. If Fox’s climb has you rethinking...

In December 2025, Everon, LLC announced a partnership with Alarm.com to deliver a unified console that integrates intrusion protection, access control, remote video monitoring, and business management tools for commercial customers ranging from small firms to multi-location enterprises. By layering mobile control, advanced video analytics, and future workflow integrations onto existing infrastructure, the collaboration could strengthen Alarm.com's role as a core platform provider in the...

Cognizant Technology Solutions (CTSH) has quietly pushed higher over the past month, outpacing the broader tech sector as investors revisit traditional IT services names in an AI obsessed market. See our latest analysis for Cognizant Technology Solutions. That recent strength builds on a steady recovery, with a 30 day share price return of just over 10 percent feeding into an 11 plus percent 90 day gain. A 42 percent three year total shareholder return suggests momentum has been quietly...

Hub Group (HUBG) has quietly outperformed over the past month, climbing about 11%, even as its one year return remains weak. That mix of short term strength and longer term drag raises valuation questions. See our latest analysis for Hub Group. With the share price now around $39.65, Hub Group’s 30 day share price return of about 11% contrasts sharply with a 1 year total shareholder return near minus 19%, suggesting recent momentum may be early rather than exhausted. If this rebound has you...

Polestar Automotive Holding UK PLC recently confirmed the implementation date for a previously announced change in the ratio of its Class A, B, C-1 and C-2 American Depositary Shares to the underlying ordinary shares, formalizing this adjustment in a Form 6-K filed with the SEC. By incorporating the ADS ratio change into its existing Form S-8 and Form F-3 registration statements, Polestar has effectively embedded the new share structure mechanics into its capital-raising framework, which can...

If you have been wondering whether Enova International is still good value after such a big run, you are not alone. This article is going to unpack whether the current price still leaves upside on the table. The stock has kept rewarding patient shareholders, climbing 4.2% over the last week, 11.2% over the past month, and 41.6% year to date, on top of a 498.0% gain over five years. Investors have been digesting a steady stream of updates around Enova's expansion in digital lending and credit...

Wondering if Apple Hospitality REIT is quietly turning into a value opportunity, or if the market is rightly cautious at these levels? Let us walk through what the numbers are really saying about the stock. The share price has been choppy lately, down 3.4% over the last week but still up 3.6% over the past month. Longer term returns remain negative year to date and over one year, which hints that sentiment is still in recovery mode. Recent headlines have focused on the broader lodging and...

If you are wondering whether Trimble is still attractively priced today, or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. The stock has quietly climbed to around $82.30, delivering a 1.3% gain over the last week, 4.7% over the past month, and 18.1% year to date, on top of a 42.6% return over three years. Much of this momentum has been driven by continued optimism around Trimble’s role in connected construction and positioning...