U.S. Software Stock News

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...

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...

Clearwater Analytics Holdings has acquired Enfusion and Beacon, moving beyond its insurance roots to offer a broader cloud-based investment accounting and analytics platform for asset managers and hedge funds, while maintaining a reported 98% gross retention rate and high new-business win rates. By integrating these acquired platforms into a single security master, Clearwater aims to simplify client workflows, improve operating efficiency and enhance its competitive edge in institutional...

Intercontinental Exchange (ICE) just strung together a trio of positive updates, with stronger November trading volumes, record open interest across key contracts, and extensions of major client relationships that reinforce its market infrastructure role. See our latest analysis for Intercontinental Exchange. Those operational wins are feeding into sentiment, with the latest $157.82 share price sitting above its start of year level and a strong three year total shareholder return suggesting...

Hilton Grand Vacations (HGV) just posted quarterly revenue of about $1.3 billion, essentially flat from last year. However, it landed roughly 5% below Wall Street’s expectations, raising fresh questions about execution. See our latest analysis for Hilton Grand Vacations. The muted revenue print helps explain why the 3 month share price return is down about 10 percent. Even though the year to date share price return is still positive and longer term total shareholder returns remain modest,...

Wondering if Crown Castle is quietly becoming a value play while the market looks elsewhere? This is exactly the kind of setup where a closer look at valuation can pay off. The stock has been under pressure, with shares at around $89.28 and returns of -2.2% over the last week and -7.4% over the past year. This often signals shifting views on both growth prospects and risk. Recently, investors have been focused on Crown Castle's strategic moves around its tower and fiber assets, including...

In recent months, Customers Bancorp reported a year-on-year revenue increase of 38.9%, beating net interest income estimates and highlighting robust deposit and loan growth alongside improved efficiency. At the same time, Wall Street analysts have maintained a “Moderate Buy” consensus with no sell ratings, even as Chairman & CEO Jay Sidhu sold 128,185 shares, underscoring confidence in the bank’s digitally focused commercial and consumer banking model. With strong earnings and analyst...

If you are wondering whether Morgan Stanley at $176.51 is still good value after such a strong run, you are not alone. That is exactly what we will unpack here. The stock has climbed 4.0% over the last week, 6.9% in the past month, and an impressive 41.5% year to date, adding to gains of 39.6% over 1 year, 118.3% over 3 years, and 227.0% over 5 years. Those moves have come as investors focus on big picture themes like the evolving interest rate backdrop and expectations for deal making,...

Ulta Beauty (ULTA) just turned in another busy quarter, with Q3 2026 revenue of about $2.9 billion, basic EPS of $5.16, and net income of $230.9 million. This sets the stage for investors to recheck the trajectory of its beauty retail engine. The company has seen quarterly revenue move from $2.53 billion in Q3 2025 to $2.86 billion in Q3 2026 alongside EPS holding in the mid single digits. Trailing 12 month revenue has climbed to roughly $12.0 billion and EPS to $26.25, giving investors a...

In early December 2025, ING and Broadcom announced that ING has extended its collaboration to modernize its private cloud using VMware Cloud Foundation 9.0 across multiple regions to meet stringent security, compliance, and data sovereignty requirements. This deepened VMware deployment at a large global bank highlights Broadcom’s growing role in mission-critical financial infrastructure alongside its AI-focused semiconductor momentum. Now we’ll examine how this expanded VMware Cloud...

If you are wondering whether DigitalBridge Group is still a smart way to play digital infrastructure, you are not alone. This stock has been catching more eyes lately as investors reassess what fair value really looks like. After a sharp 45.4% jump over the last 7 days and a 21.0% gain over the past month, the stock is now up 27.3% year to date. However, its 5 year return of 24.9% still tells a more cautious story. Recent attention has centered on DigitalBridge's ongoing pivot toward being a...

Equifax (EFX) has quietly slipped about 20% over the past year, even as revenue and net income kept growing. That disconnect between the share price and fundamentals is what makes the stock interesting now. See our latest analysis for Equifax. More recently, that pullback has deepened, with the 90 day share price return at around negative 15 percent and the 1 year total shareholder return near negative 20 percent, suggesting momentum has been fading even as earnings grow. If Equifax’s slide...

Smith & Wesson Brands (SWBI) has just posted a mixed Q2 2026 print, with revenue of about $124.7 million translating into basic EPS of roughly $0.04 on net income of $1.9 million. This sets a cautious tone around profitability. The company has seen quarterly revenue move from roughly $129.7 million in Q2 2025 to $124.7 million this quarter, while EPS has swung from $0.09 a year ago to a small profit after a loss of about $0.08 in Q1 2026, leaving investors watching whether margins can rebuild...

RingCentral recently reported third-quarter 2025 results that exceeded consensus expectations, with non-GAAP earnings and revenues lifted by strong subscription demand and a broad communications product suite. The company also issued guidance calling for continued revenue and subscription expansion alongside defined margin and earnings ranges, highlighting management’s confidence even as analyst estimate trends have softened. Next, we’ll examine how this earnings beat and upbeat guidance...

Wondering if CarGurus is quietly becoming a bargain, or if the easy money has already been made? Let us unpack what the current share price is really implying about its future. CarGurus has crept up 1.6% over the last week and 5.2% over the last month, yet it is still roughly flat year to date at 0.3%. Zooming out, the stock is down 6.6% over the last year but up 177.0% over three years and 26.0% over five years, which says a lot about how sentiment and expectations have swung. Behind these...

EHang Holdings (NasdaqGM:EH) just checked two big boxes for investors, showcasing a successful pilotless EH216-S passenger flight in Bangkok while reaffirming its 2025 revenue outlook. This tightened the link between technology milestones and future cash flows. See our latest analysis for EHang Holdings. The Bangkok milestone lands after a tougher stretch for the stock, with a 30 day share price return of minus 13.17 percent and year to date share price return of minus 8.30 percent. At the...

Wondering if Appian at around $40.96 is a hidden opportunity or a value trap? You are not alone, and this article is going to unpack exactly what you are paying for today. After a choppy few years, the stock has climbed 1.4% over the last week, 39.7% over the past month, and 23.4% year to date, even though the 5 year return still sits at a steep -73.2%. Recent interest around low code and automation platforms has put Appian back on some investors radar, especially as enterprises look for...

Graphic Packaging Holding (GPK) has slid about 26% over the past 3 months and more than 40% year to date, prompting investors to revisit whether the current share price still matches its fundamentals. See our latest analysis for Graphic Packaging Holding. That slide has unwound most of Graphic Packaging Holding’s five year gains, with the steep year to date share price decline outpacing its three year total shareholder return drop and signaling momentum that is clearly fading despite modest...