U.S. Software Stock News

Lumentum Holdings (LITE) just delivered a standout quarter powered by AI infrastructure demand, and options markets quickly responded, with bullish call activity and Power Inflow signals hinting at shifting expectations for the stock. See our latest analysis for Lumentum Holdings. That excitement is showing up clearly in the tape, with a roughly 42% 1 month share price return and a powerful 256.97% 1 year total shareholder return, signaling momentum that traders are now trying to front run...

Paycom Software (PAYC) has been under pressure lately, with shares down around 10% over the past month and roughly 26% in the past 3 months, prompting fresh questions about its valuation. See our latest analysis for Paycom Software. Zooming out, the stock’s recent slide sits on top of a much tougher backdrop, with a negative 1 year total shareholder return and a steep 3 year total shareholder return decline suggesting momentum has been fading despite ongoing revenue and profit growth. If...

Donnelley Financial Solutions recently reported weakening gross and net retention, with its flagship ActiveDisclosure software showing slower annual recurring revenue growth amid intensifying competition. The fading benefit from earlier regulatory tailwinds and rising pressure from rivals such as Workiva raise fresh questions about DFIN’s ability to shift more of its business to higher-margin software. Next, we’ll consider how deteriorating retention for ActiveDisclosure may alter Donnelley...

If you are wondering whether Steel Dynamics is still worth buying after its big run, or if the easy money has already been made, you are in the right place to unpack what the market is really pricing in. The stock has cooled slightly over the last 7 days with a -1.6% move, but it is still up 7.2% over the last month, 47.6% year to date, 22.6% over 1 year, 59.4% over 3 years, and 359.0% over 5 years. Recent momentum in Steel Dynamics has been shaped by ongoing optimism around US...

Workiva (WK) has quietly put up double digit gains over the past month, even as its year to date return is still in the red. That mix of recent strength and longer term lag sets up an interesting entry point. See our latest analysis for Workiva. With the share price now around $92 and a strong 30 day share price return offsetting a weaker year to date performance, the recent 90 day upswing suggests momentum is quietly rebuilding as investors re rate Workiva's growth story and risk profile. If...

In recent days, William Blair began covering Ovintiv Inc. with an Outperform rating, highlighting the company’s completed acquisition of NuVista and its projected 2026 production contribution of 100,000 barrels of oil equivalent per day. The firm also pointed to Ovintiv’s established infrastructure in the Montney and Permian basins and potential asset sales as key levers for delivering shareholder returns via dividends and buybacks. We’ll now assess how William Blair’s upbeat initiation,...

Sarepta Therapeutics (SRPT) just cleared two important clinical hurdles, with the FDA greenlighting dosing for Cohort 8 in its ENDEAVOR gene therapy study and fresh progress in its SRP 1003 RNA program for myotonic dystrophy. See our latest analysis for Sarepta Therapeutics. Those twin updates land at a tense moment for Sarepta, with the stock showing a 19.23% 1 month share price return but a steep 82.63% 1 year total shareholder return decline. This suggests sentiment is stabilising from a...

Advent International has already sold 9,400,000 shares of First Watch Restaurant Group, sharply reducing its stake to 5,289,784 shares worth about US$82.73 million as of September 30, 2025. This large secondary sale by a key shareholder comes as analysts continue to highlight First Watch’s growth potential and the company prepares to present at Barclays’ 11th Annual Eat, Sleep, Play, Shop Conference in New York on December 2, 2025. Next, we’ll examine how Advent International’s sizable share...

Envista Holdings (NVST) has been quietly grinding higher this year, and with shares now around 20 dollars, investors are starting to revisit the story, especially given its improving earnings profile. See our latest analysis for Envista Holdings. That steady climb has come with a few bumps, as shown by a slightly negative 90 day share price return alongside a modestly positive year to date share price return. Yet the 1 year total shareholder return of 1.71 percent suggests momentum is only...

Calumet (CLMT) is back in the spotlight after securing a $1.44 billion DOE guaranteed loan, a move that reshapes its balance sheet and accelerates the pivot toward sustainable aviation fuel. See our latest analysis for Calumet. That backdrop helps explain why the share price, now at $19.34, still shows a negative year to date share price return, even as a stronger 90 day share price return and solid five year total shareholder return suggest momentum around the renewables pivot is gradually...

Bilibili (NasdaqGS:BILI) is getting fresh attention after the stock climbed about 3% in pre market trading, as investors reacted to news that the company will distribute 13 new games in December. See our latest analysis for Bilibili. The pre market pop sits against a choppy backdrop, with a roughly 15% 90 day share price return and a much stronger year to date share price return of about 51% signaling that momentum is still broadly building despite recent pullbacks. At the same time, the 1...

In the third quarter of 2025, Ormat Technologies reported earnings per share of US$0.41, beating expectations and raising its 2025 revenue outlook to US$960 million–US$980 million, supported by growth in its electricity, product, and energy storage segments. An interesting takeaway is that operating income rose 13.3% year over year, highlighting how recent acquisitions and new facilities are already contributing meaningfully to Ormat’s profitability. Next, we’ll consider how Ormat’s raised...

In recent days, Rubrik, Inc. reported third-quarter fiscal 2026 results showing revenue of US$350.17 million and a reduced net loss of US$63.83 million, issued fourth-quarter and full-year revenue guidance of about US$341–343 million and US$1.28 billion, and highlighted new AI governance offerings, including Rubrik Agent Cloud for Amazon Bedrock AgentCore. Alongside earnings, Rubrik’s launch of AI agent monitoring and “rewind” capabilities, backed by an attention-grabbing Ludacris campaign,...

Recently, Plains All American Pipeline LP highlighted that its fee-based crude oil and natural gas liquids transportation network continues to generate steady cash flow that is less sensitive to commodity price swings, even as long-term energy demand and exports from North America to Europe support higher pipeline utilization. An eye-catching aspect for income-focused investors is Plains All American Pipeline’s forward dividend yield of 8.74%, which stands out amid uncertainty over the...

Mirion Technologies (MIR) slipped after director Lawrence D. Kingsley sold 300,000 shares, a sizable insider move that attracted investors’ attention and raised fresh questions about the stock’s near term trajectory. See our latest analysis for Mirion Technologies. The insider sale comes after a choppy stretch for Mirion, with a 30 day share price return of minus 12.36% but a strong year to date share price return of 47.87% and robust multi year total shareholder returns. This suggests that...

American Tower Corporation recently declared a quarterly cash distribution of US$1.70 per share, payable on February 2, 2026, to shareholders of record as of December 29, 2025. At the same time, the company issued US$850.00 million of 4.700% senior unsecured notes due December 15, 2032, highlighting how it is pairing shareholder payouts with long-term funding plans. Next, we’ll look at how American Tower’s combination of a higher quarterly dividend and new senior notes shapes its investment...

East West Bancorp (EWBC) has quietly rewarded patient shareholders, with the stock up about 10% over the past month and roughly 17% year to date, outpacing many regional banking peers. See our latest analysis for East West Bancorp. With the share price now at $110.33 and a 1 month share price return close to 10 percent, the move looks more like gathering momentum rather than a blip, especially given the strong multi year total shareholder returns. If East West Bancorp has you rethinking your...

In early December 2025, nCino, Inc. reported third-quarter revenue of US$152.16 million and net income of US$6.54 million, beating analyst expectations, tightening its year-to-date loss, and issuing revenue guidance for the fourth quarter and full fiscal year ending January 31, 2026. Alongside the earnings beat, nCino completed a US$100.00 million share repurchase program and added AI- and product-focused leaders Andy Yasutake and Diego Dugatkin to its board, reinforcing its emphasis on...

Super Group (SGHC) (NYSE:SGHC) just confirmed another 4¢ per share cash dividend, bringing 2025 payouts to 16¢ per share and underscoring management’s confidence in its cash generation and long term earnings potential. See our latest analysis for Super Group (SGHC). The latest dividend news lands after a bumpy few months, with a 30 day share price return of minus 8.03 percent and a 90 day share price return of minus 11.23 percent. However, the year to date share price return of 79.11 percent...

Mirum Pharmaceuticals (MIRM) just turned in an upbeat third quarter, topping earnings and revenue expectations and nudging its 2025 sales outlook higher, a combination that tends to pull fresh attention toward the stock. See our latest analysis for Mirum Pharmaceuticals. Even after a softer reaction today, with the latest 1 day share price return at minus 4.26 percent and the stock now trading around 68.48 dollars, Mirum’s year to date share price return of 62.89 percent and three year total...

Independent Bank (INDB) just landed an upgrade to Outperform from Keefe, Bruyette and Woods, even after a weak Q3 earnings print and a small insider sale. This is putting a spotlight on its improving fundamentals. See our latest analysis for Independent Bank. The upgrade comes as momentum quietly rebuilds, with a roughly mid teens year to date share price return and a modestly positive one year total shareholder return. This suggests investors are warming to the earnings recovery story...

In November 2025, RB Global reported revenue of US$1.09 billion, an 11.3% year-on-year increase that exceeded analysts’ expectations on both revenue and earnings. Around the same time, Chief Technology Officer Nancy King left the company, with Chief Operations Officer Steve Lewis stepping in to oversee the technology organization on an interim basis. With strong quarterly results and interim technology leadership now in place, we’ll explore how this earnings beat shapes RB Global’s...

Assurant (AIZ) just cleared a key hurdle for investors, surpassing third quarter 2025 expectations on both net operating income and revenue, while raising its full year guidance and keeping buybacks firmly in play. See our latest analysis for Assurant. The market reaction has been measured so far, with the share price at $222.87 and a modest 90 day share price return of 5.54%, but the standout 3 year total shareholder return of 79.98% suggests longer term momentum remains firmly intact. If...

LPL Financial Holdings has appointed Matthew Morningstar as group managing director and chief legal officer, adding him to the Management Committee to lead its Legal, Policy and Community Impact teams after senior legal roles at both LPL and MetLife. This leadership change comes as LPL marks the 15th anniversary of its IPO, underscoring how expanded legal and policy capabilities align with its growth to more than US$2.30 billion in client assets and a much larger advisor base. We’ll now...