U.S. Software Stock News

If you are wondering whether Merck at around $100 a share is still a smart buy, or if most of the upside has already been priced in, you are in the right place. Merck’s share price has nudged up about 0.6% over the last week and 9.7% in the past month, but that still only translates to roughly 1.1% year to date and 2.0% over the last year, after a stronger 53.7% run over five years. Recent headlines have centered on Merck’s expanding oncology and vaccine franchises, with regulators...

If you are wondering whether Warner Bros. Discovery is still a value play after its big run up, or if you might be late to the party, this breakdown will help you decide whether the current price really makes sense. The stock has surged recently, climbing about 15.0% over the last week, 35.4% over the past month, and an eye catching 181.2% year to date. A 148.4% gain over the last year and 202.5% over three years has reshaped how the market views its potential. These moves have been driven...

If you are wondering whether Caterpillar's stock still offers value after such a big run, you are not alone, and this breakdown aims to cut through the noise. Despite slipping 0.9% over the last week, the stock is still up 4.3% over the past month, 66.2% year to date, and an impressive 263.4% over five years. This naturally raises questions about how much upside is left versus how much risk has been priced out. Recently, investors have been reacting to a mix of macro themes, from ongoing US...

Wondering if Synopsys at around $452 a share is still a smart buy or if the easy money has already been made? Let us unpack what the current market price may be missing about its long term value. The stock has slipped about 3% over the last week, but that comes after a strong 15% run in the past month, leaving shares still down 6.2% year to date and 10.9% over the last year while longer term holders sit on gains of 37.6% over 3 years and 77.6% over 5 years. Recent headlines around Synopsys...

Salesforce (CRM) just delivered an upside Q3, raised its fiscal 2026 revenue outlook, and backed that up with big Agentforce wins at the U.S. Department of Transportation and DeVry University, which is why the stock has investors leaning in. See our latest analysis for Salesforce. Even with the latest Agentforce wins and upgraded guidance, Salesforce’s 30 day share price return of 6.6% sits against a much weaker year to date share price performance. However, the three year total shareholder...

Sunoco has agreed a multi-year deal to return as a full-time primary partner in the NTT INDYCAR SERIES with Chip Ganassi Racing’s No. 8 Honda, driven by Kyffin Simpson, beginning in 2026, marking its first full-season primary partnership in the series since 1973. This renewed presence in top-tier open-wheel racing, alongside one of INDYCAR’s most successful teams, underscores Sunoco’s push to amplify its motorsports brand and highlight its high-performance fuel capabilities across more than...

In December 2025, The Buckle, Inc. announced that its board approved a US$3.00 per share special cash dividend alongside a US$0.35 regular quarterly dividend, both payable on January 29, 2026 to shareholders of record as of January 15, 2026. This combination of a sizable one-time payout and continued regular dividends highlights Buckle’s willingness to return excess cash to shareholders while maintaining its ongoing income stream. We’ll now look at how this large special dividend, alongside...

Insmed was recently added to the Nasdaq-100 Index and has seen continued accumulation by prominent institutional investor Stanley Druckenmiller, while Director Sharoky Melvin MD sold 20,000 shares for US$4,100,000 on 5 December 2025. This combination of index inclusion and visible institutional positioning has brought fresh attention to Insmed’s growing pulmonary-focused biopharma franchise and revenue profile. We’ll now examine how Insmed’s addition to the Nasdaq-100 could influence its...

Imperial Petroleum (IMPP) has just posted Q3 2025 results, with revenue of about $41.4 million and basic EPS of $0.33, keeping both the top and bottom line firmly in focus for investors tracking the story. The company has seen revenue move from roughly $33.0 million in Q3 2024 to $41.4 million this quarter, while basic EPS shifted from $0.29 to $0.33 over the same period, giving a clear sense of how the income statement has evolved year on year. With a trailing twelve month net profit margin...

Wondering if Atlanticus Holdings at around $65.96 is still a smart buy, or if the big gains are already behind it? This breakdown will help you decide whether the current price makes sense or is quietly offering value. The stock has jumped 10.6% over the last week and 25.8% in the past month, adding to a hefty 184.9% gain over 3 years and 151.5% over 5 years, which naturally raises questions about how much upside is left versus the risk of a pullback. Recent attention around Atlanticus has...

Vertex Pharmaceuticals recently reported clinical data showing that all evaluated children aged 5–11 with severe sickle cell disease or transfusion-dependent beta thalassemia treated with CASGEVY met key efficacy endpoints, and the FDA granted a Priority Review Voucher to accelerate review of the therapy in this younger age group. This progress in extending CASGEVY’s use to pediatric patients could meaningfully broaden its addressable patient population and support longer-term utilization of...

If you are wondering whether AST SpaceMobile is still a smart bet after its massive run, or if the real upside has already passed, this breakdown will walk through whether the current price really matches the story. The stock has risen 3.8% over the last week, 18.9% over the past month, and an eye-catching 254.4% year to date, with a 1887.0% gain over three years. These moves have been fueled by headline-grabbing milestones in its space-based mobile broadband ambitions and progress on key...

If you are wondering whether Fermi is a bargain or a value trap after its recent slide, you are not alone. This article will unpack what the current share price is really offering investors. The stock has been hit hard lately, falling about 33.4% over the last week and 53.6% over the last month, leaving it down roughly 69.0% year to date and firmly on value hunters’ radars. Recent moves have been driven by shifting sentiment around the real estate backdrop and tighter financing conditions,...

Concentra Group Holdings Parent, Inc. just opened a new occupational health center in Corona, California, adding another spoke to its expanding clinic network at the same time its stock draws broad Wall Street support. See our latest analysis for Concentra Group Holdings Parent. The new Corona center fits into a year marked by steady execution, with the share price at 19.87 dollars and a modest year to date share price return suggesting momentum is rebuilding after a weaker 90 day stretch and...

Applied Materials recently announced that its Board of Directors approved a quarterly cash dividend of US$0.46 per share, payable on March 12, 2026 to shareholders of record as of February 19, 2026. This payout, marking eight consecutive years of dividend increases and following nearly US$6.30 billion returned to shareholders in fiscal 2025 with about US$14.00 billion still authorized for buybacks, underscores how shareholder returns have become a central pillar of Applied Materials’ capital...

Duke Energy recently faced pushback from North Carolina leaders over its request for around 15% in rate increases over two years, even as the company announced upcoming finance leadership changes and a planned retirement in its accounting ranks. This mix of regulatory resistance to higher customer bills and reshuffling in key financial roles raises fresh questions about how Duke Energy will balance growth investments, affordability and risk management across its territories. We’ll now...

Wells Fargo (WFC) just cut its prime lending rate to 6.75% and outlined fresh job cuts tied to new AI driven efficiency plans, moves that speak directly to its earnings power and stock valuation. See our latest analysis for Wells Fargo. Those moves land against a backdrop of strong momentum, with the share price at $92.76 and a year to date share price return above 30 percent. The five year total shareholder return above 250 percent shows how much sentiment has already swung in Wells Fargo’s...

If you are wondering whether Sterling Infrastructure is still a smart buy after its massive run up, or if most of the upside has already been priced in, this breakdown will help you evaluate whether the current share price still makes sense. Even after a slight pullback of 3.1% over the last week and 3.5% over the last month, the stock is still up an eye catching 87.9% year to date and 916.3% over three years. That naturally raises the question of whether the market is now too...

Atlassian Corporation recently announced that its core cloud apps, Jira, Confluence, and Jira Service Management, are now publicly listed on AWS Marketplace, giving organizations in more than 150 countries access via streamlined, multi-currency procurement. This move deepens Atlassian’s multi-year collaboration with AWS, potentially accelerating Data Center-to-cloud migrations by pairing Atlassian’s AI-enabled tools with AWS’s procurement, integration, and performance advantages. We’ll now...

Mitek Systems (MITK) closed out FY 2025 with Q4 revenue of about $44.8 million, basic EPS of roughly $0.04, and net income of $1.9 million, capping a year in which trailing EPS climbed 168.3% year over year and net margin stepped up from 1.9% to 4.9% on a $179.7 million revenue base. The company has seen quarterly revenue move from $43.2 million and EPS of about $0.19 in Q4 2024 to a $51.9 million revenue high and EPS of roughly $0.20 in Q2 2025 before easing back in Q3 and Q4. This sets up a...

Earlier this week, The Walt Disney Company announced a three-year agreement to invest US$1.00 billion in OpenAI and license more than 200 Disney, Marvel, Pixar, and Star Wars characters for use on the Sora and ChatGPT Images generative AI platforms, with fan-created videos set to appear on Disney+ from early 2026. The deal highlights a shift in how Disney monetizes its intellectual property, tightly controlling AI use while turning fan-generated content into a new, licensed engagement...

If you are wondering whether Trade Desk is a beaten down bargain or a value trap at current levels, this article will walk through what the numbers actually say so you can decide with more confidence. The stock has slid sharply, with shares down about 8.5% over the last week, 16.3% over the past month, and 68.9% year to date, which has dramatically reset expectations and risk perception around the name. Recently, the market has been digesting a mix of macro headwinds in digital advertising...

In recent days, e.l.f. Beauty reported quarterly revenue that came in below analyst expectations and issued cautious full-year guidance, citing inflation, tariffs, and a temporary U.S. shipment pause as pressures on sales and profitability. At the same time, the company is growing brands like Rhode and investing in filmmaker grants with Women in Film, underscoring its push to build cultural relevance and diversify growth drivers even as margins come under strain. Now we’ll examine how...

Recent performance and context Cintas (CTAS) has been treading water lately, with the stock roughly flat over the past week and month, and still down about 7 % in the past 3 months. See our latest analysis for Cintas. Zooming out, Cintas still sits near all time highs, with a modest year to date share price return that suggests momentum has cooled a bit, even as long term total shareholder returns remain strong. If Cintas has you thinking about steady compounders, this could be a good moment...