U.S. Software Stock News

ChargePoint Holdings (CHPT) just posted Q3 2026 results with revenue of about $105.7 million and a basic EPS loss of $2.23, while trailing 12 month figures show revenue of roughly $403.8 million against a basic EPS loss of $10.19. The company has seen quarterly revenue hover in a tight band between about $97.6 million and $108.5 million over the past six quarters, while basic EPS losses have consistently sat in the negative $2.2 to $3.6 range and TTM net income remains deeply in the red...

Investors may be wondering whether KKR remains a smart buy after its large multi year run, or if most of the upside is already reflected in the price. In this article we are going to examine what the current share price really implies. After a rough patch this year, with the stock down about 13.3% year to date and 17.6% over the past year, KKR has recently bounced 5.8% in the last week and 8.9% over the last month from a recent close near $129.42. Those swings sit on top of a substantial 3...

Viper Energy (VNOM) just reported a third quarter that outpaced expectations, as stronger oil-equivalent production helped offset weaker realized prices, higher expenses, and a recent non-cash impairment tied to acquired Diamondback properties. See our latest analysis for Viper Energy. The upbeat third quarter appears to have helped sentiment, with the share price at $40.65 and a solid 1 month share price return alongside a still weak year to date share price return, signalling early but not...

Williams Companies recently announced that its subsidiary Northwest Pipeline LLC entered into a new Credit Agreement effective December 1, 2025, securing a US$250 million term loan to refinance senior notes and fund working capital, acquisitions, capital expenditures, and other corporate needs. This refinancing move, paired with covenant constraints on financial and operational activities, highlights management’s focus on balancing funding flexibility with disciplined balance sheet risk...

If you are wondering whether Six Flags Entertainment is a beaten down bargain or a value trap, you are in the right place to unpack what the current share price is really telling us. After a bruising slide that has the stock down 23.3% over the last month and about 67.3% year to date, even a modest 3.0% bounce in the last week raises the question of whether sentiment has finally swung too far. Investors have been reacting to a mix of headlines about debt loads, capital spending plans, and...

Vicor recently highlighted that it holds over US$1.00 billion of U.S. manufacturing capacity, about US$360 million in cash, and no debt, while revealing it was the only company meeting the requirements for a large hyperscaler contract expected to ramp earlier this year, with two OEM programs following later in the year. An additional boost to the outlook comes from Vicor’s high-margin licensing business, where management outlined a clear path to nearly doubling licensing revenue over the...

Texas Capital Bancshares (TCBI) has quietly rewarded patient investors this year, with the stock up about 22% year to date and nearly 10% over the past month despite a choppy regional banking backdrop. See our latest analysis for Texas Capital Bancshares. At around $93.44 per share, the bank’s roughly 22% year to date share price return and solid 3 year total shareholder return above 60% suggest steadily improving sentiment as investors warm to its earnings growth and perceived credit risk...

If you are wondering whether EnerSys is still a smart buy after its big run or if the value has already been priced in, you are not alone. This article is going to unpack exactly that. The stock has climbed 2.6% over the last week, 19.0% in the past month, and is now up 59.1% year to date, with a 55.0% gain over the past year highlighting how quickly sentiment has shifted. Recent market attention has centered on EnerSys as investors focus more on energy storage, grid reliability, and...

Fair Isaac (FICO) just turned in a stronger than expected fourth quarter, with scores revenue leading a solid jump in overall sales and adjusted earnings comfortably clearing Wall Street estimates, a reassuring signal for long term holders. See our latest analysis for Fair Isaac. The latest beat comes after a volatile year, with regulatory headlines knocking sentiment mid summer. However, the recent rally and strong 90 day share price return of 17.4% suggest momentum is rebuilding despite a...

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...