U.S. Software Stock News

Samsara (IOT) just posted Q3 2026 numbers with revenue of $416 million and Basic EPS of $0.01, marking a rare quarter in the black with net income of about $7.8 million. The company has seen revenue move from $300 million in Q2 2025 to $416 million in Q3 2026, while quarterly EPS shifted from a loss of about $0.09 to a modest profit as losses narrowed over time, and that margin progress is now front and center for investors dissecting this print. See our full analysis for Samsara. With the...

Boise Cascade recently announced that long-time CEO Nate Jorgensen will retire on March 2, 2026, with current COO Jeff Strom stepping into the chief executive role the following day while Jorgensen remains on the board and the company leaves the COO position vacant. This carefully staged leadership transition, alongside Strom’s deep experience in Boise Cascade’s building materials distribution business, signals a continued emphasis on operational execution and distribution efficiency at the...

In the recent past, Intuitive Surgical reported a strong quarter with procedure growth beating expectations, slightly raised full-year procedure guidance, and robust U.S. system placements, while management flagged a tougher European capital expenditure backdrop and more cautious margin guidance. An interesting angle is how this combination of outperformance on surgical volumes alongside management’s conservative tone on margins and European demand creates a more nuanced picture of the...

In recent months, asset manager VR Advisory Services accumulated over 1.2 million Core Scientific shares as the company reported stronger high-density colocation and AI infrastructure results alongside improved gross profit. This combination of institutional buying, analyst optimism and insider purchases highlights growing investor interest in Core Scientific’s shift away from volatile digital asset mining toward more data-center-like revenue streams. Next, we’ll examine how this...

Cboe Global Markets (CBOE) has quietly outpaced the broader market over the past year, with the stock up around 25% as investors reward its diversified mix of options, futures, and global equity trading platforms. See our latest analysis for Cboe Global Markets. That steady climb shows up in the numbers, with the share price up strongly year to date and a three year total shareholder return above 100%, suggesting momentum is still firmly on Cboe’s side despite a recent pause. If Cboe’s run...

Zumiez (ZUMZ) just posted a solid Q3 2026 print, with revenue of about $239 million and EPS of $0.57 as the specialty retailer continued to lean into its recent return to profitability. The company has seen revenue move from roughly $222 million in Q3 2025 to $239 million this quarter, while EPS climbed from $0.06 to $0.57, signaling a much healthier earnings run-rate as comparable sales rose 7.6% and margins pushed back into more comfortable territory for investors. See our full analysis for...

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...