U.S. Software Stock News

Wondering if Electronic Arts at around $203 a share is still a good buy or if you have already missed the move? Let us break down whether the current price makes sense for long term investors. The stock has quietly climbed 0.9% over the last week, 1.6% over the past month, and is now up 39.8% year to date, adding to a 22.7% gain over the last year and 66.2% over three years. Behind these returns is a steady stream of big franchise updates, new content drops for live service titles, and...

Q3 2026 earnings snapshot and setup ServiceTitan (TTAN) just posted Q3 2026 results with revenue of about $249 million, a basic EPS loss of $0.42, and trailing twelve month revenue of roughly $916 million alongside a TTM EPS loss of $3.51. This underscores that the company is still in investment mode rather than profit harvesting. The business has seen revenue move from around $199 million in Q2 2025 to $249 million in Q3 2026 on a quarterly basis, and from roughly $685 million to $916...

Match Group (MTCH) just added seasoned e commerce leader Darrell Cavens to its board and moved to declassify that board, a governance shift that could subtly reshape how investors think about the stock. See our latest analysis for Match Group. The upbeat reaction around the board refresh fits with Match Group’s recent trading pattern, with a 1 month share price return of 4.01 percent but a weaker 3 year total shareholder return of negative 18.93 percent. This suggests that near term momentum...

Illumina (ILMN) shares have quietly shifted higher over the past month, and that small move sits against a much tougher backdrop when you zoom out to the past year and beyond. See our latest analysis for Illumina. That recent 30 day share price return of 5.33 percent, and a strong 90 day share price return of 30.35 percent, stands in contrast to a still negative 1 year total shareholder return of 8.6 percent. This suggests momentum is rebuilding from a low base. If Illumina has put your radar...

Kinsale Capital Group (KNSL) just hit a fresh 52 week low even as it beat expectations on its latest quarterly results and wrapped up a headquarters expansion, a mix that has investors reassessing the story. See our latest analysis for Kinsale Capital Group. The fresh 52 week low caps a tough stretch, with the 1 year total shareholder return down sharply even as the 3 and 5 year total shareholder returns remain solid. This is a sign that momentum has faded while the long term story is still...

Wondering if Avidity Biosciences is still a smart buy after its huge run, or if most of the upside is already priced in? Here is a look at what the numbers suggest about value from here. The stock has cooled slightly in the last week, slipping about 0.1%, but it is still up 2.6% over the past month, 129.7% year to date, and 556.6% over 3 years, which indicates the market has rapidly rewritten its expectations. That surge in optimism has been driven largely by excitement around Avidity's...

If you are wondering whether SharkNinja is still attractively priced after its big run, or if it is starting to look overheated, this article will walk through what the numbers suggest about its current value. The stock has climbed to around $108.34, with returns of 11.0% over the last week, 25.4% over the last month, and 11.6% year to date. That naturally raises the question of whether the market is now pricing in too much optimism. Recent coverage has highlighted SharkNinja's momentum as a...

Hyster-Yale recently reported its latest quarterly results and declared a dividend, underscoring its ongoing role manufacturing and servicing lift trucks and components worldwide. The company’s emphasis on aftermarket services and operational performance highlights how it is trying to deepen recurring revenue streams within the industrial equipment sector. Next, we’ll examine how the quarterly earnings and dividend announcement interact with Hyster-Yale’s margin-improvement investment...

Cooper Companies (COO) just wrapped up FY 2025 with fourth quarter revenue of $1.1 billion and basic EPS of $0.43, capping a trailing twelve month run of $4.1 billion in revenue and $1.87 in EPS that investors will be dissecting closely. The company has seen revenue move from $3.9 billion and EPS of $1.97 over the twelve months to Q4 2024 to $4.1 billion and EPS of $1.87 over the latest twelve month period, setting a nuanced backdrop for how the current year’s performance fits into its longer...

Morningstar, Inc. has announced significant global updates to its forward-looking Morningstar Medalist Rating for managed investments, scheduled to go live in April 2026, including greater transparency into inputs, a new explicit Price Score, and fixed rating thresholds. A particularly distinctive change is the tenure-weighted “Fund Manager Successful Experience” metric, which tracks managers’ month-by-month excess returns versus category indexes over the past decade. Next, we’ll explore how...

Brookdale Senior Living (BKD) has quietly turned into one of the market’s better comeback stories, with the stock climbing sharply this year as investors reassess both its balance sheet progress and senior housing demand trends. See our latest analysis for Brookdale Senior Living. That backdrop helps explain why investors have largely looked past recent volatility. A strong 30 day share price return of 16.29 percent and a powerful 3 year total shareholder return of 274.31 percent suggest...

Qualys recently reported past third-quarter 2025 results that topped expectations, with revenue growing 10% year over year and full-year 2025 revenue and earnings guidance raised, alongside initial fourth-quarter guidance calling for continued growth. This stronger operational performance, combined with upbeat guidance, signals management’s confidence in demand for Qualys’ cloud-based security platform and its subscription-driven business model. We’ll now examine how Qualys’...

Rubrik (RBRK) just posted its Q3 2026 scorecard, with quarterly revenue at about $309.9 million and basic EPS of roughly -$0.49, while trailing twelve month revenue sits near $1.1 billion against basic EPS of about -$2.34. The company has seen revenue move from $187.3 million and basic EPS of -$11.48 in early 2025 to $309.9 million and -$0.49 in the latest quarter, and about $679.5 million and -$16.19 on a trailing basis in early 2025 to $1.1 billion and -$2.34 today. This sets up a story of...

Azenta (AZTA) has just posted its FY 2025 Q4 numbers, with revenue at about $159 million and Basic EPS of roughly $1.11, capping off a year in which trailing twelve month revenue came in around $594 million and EPS reached about $0.52. The company has seen quarterly revenue move from about $170 million in Q4 FY 2024 to $159 million in Q4 FY 2025 while quarterly EPS swung from roughly negative $0.10 to $1.11. This sets up a story where margin direction and the sustainability of this earnings...

The Chemours Company recently announced that Michael Foley will become President of Chemours Titanium Technologies in February 2026, bringing experience leading a US$1.00 billion specialty chemicals portfolio at Momentive Performance Materials. Foley’s background in portfolio optimization, organizational restructuring, and Lean and Six Sigma practices signals a potential shift in how Chemours manages efficiency and profitability in its core titanium dioxide segment. Now we’ll examine how...

If you are wondering whether Everus Construction Group is still a smart place to put fresh money to work, you are not alone. This stock has quickly become one value hunters are watching closely. After climbing an impressive 32.4% year to date and 33.7% over the last year, the share price has cooled slightly in the last month with a 1.6% pullback and is roughly flat over the past week at around $91.75. Recent moves have been driven less by headlines grabbing the front page and more by a...

Open Text (OTEX) just picked up a leadership badge in the 2025 IDC MarketScape for analytical databases, spotlighting its AI powered analytics engine, security strengths, and flexible deployment options across on premises and cloud environments. See our latest analysis for Open Text. The recognition comes after a choppy few months, with a 30 day share price return of minus 11.84 percent, but a still solid year to date share price return of 18.65 percent and a 3 year total shareholder return...

Bruker (BRKR) just delivered a mixed signal to investors, topping third quarter earnings expectations while simultaneously cutting its full year outlook, a combination that helps explain the stock’s recent, cautious pullback. See our latest analysis for Bruker. That mix of an earnings beat and softer outlook helps explain why Bruker’s recent 1 month share price return of 19.48% and 3 month share price return of 55.79% still sit against a weaker year to date share price return and a 1 year...

Earlier in Q3 2025, Snap introduced new ad products such as Sponsored Snaps and Smart Campaign Solutions, alongside reporting a record 477 million daily active users on Snapchat. These tools, which are already showing encouraging gains in ad conversions, hint at Snap’s efforts to strengthen the core economics of its advertising platform. We’ll now explore how these improving ad tools and conversion trends might influence Snap’s existing investment narrative around higher-margin growth. AI is...

Earlier this year, Deckers Outdoor highlighted that its UGG and HOKA brands were expanding internationally, with overseas sales growing 38% year over year, while management kept guidance conservative and absorbed tariffs. At the same time, the company authorized a very large US$2.20 billion share repurchase program, signaling confidence in its long-term brand strength and capital allocation approach. We’ll now examine how this combination of rapid international growth and aggressive buybacks...

Blackstone Mortgage Trust (BXMT) is back in focus after third quarter earnings came in light, with earnings per share at $0.24 versus expectations for $0.36, prompting investors to reassess the income story. See our latest analysis for Blackstone Mortgage Trust. The earnings miss has taken some of the shine off Blackstone Mortgage Trust’s earlier rebound, with a 7.93% 1 month share price return cooling into a slightly negative 3 month move, even as the 1 year total shareholder return of...

Wondering if Ally Financial is still a smart buy at today’s price, or if most of the easy gains are already gone? This breakdown will help you decide whether the current market value really makes sense. The stock has been grinding higher, with the share price at $42.39 after rising 2.6% over the last week, 6.1% over the last month, and 18.5% year to date, building on strong multi year returns. Recent headlines have focused on Ally’s push deeper into digital banking and auto finance, along...

Earlier this week, CECO Environmental reported third-quarter 2025 results, delivering adjusted earnings per share of US$0.26 and revenue of US$198.00 million, both modestly ahead of analyst expectations. This earnings beat, coupled with stronger-than-anticipated sales, points to solid operational execution and reinforces investor confidence in CECO’s underlying business momentum. With CECO’s latest quarter topping earnings and revenue forecasts, we’ll now assess how this performance may...

Argan (AGX) has just posted its Q3 2026 scorecard, with revenue of about $251 million and basic EPS of $2.22, while trailing twelve month EPS sits at $8.76 on revenue of roughly $915 million as the business continues to scale. Over the past year, the company has seen net income climb from $66.11 million to $119.93 million on a trailing basis, and EPS step up from $4.94 to $8.76. This gives investors a cleaner read on how improving margins are feeding through to the bottom line. See our full...