U.S. Software Stock News

Bicara Therapeutics (BCAX) just put a spotlight on its lead cancer program, pairing early Phase 1b data with an FDA Breakthrough Therapy designation, a one two punch that immediately sharpens the stock’s long term narrative. See our latest analysis for Bicara Therapeutics. The Breakthrough Therapy news arrives after a powerful run, with Bicara’s 1 month share price return of 24.32 percent and 3 month share price return of 48.09 percent. However, the 1 year total shareholder return is still...

Truist Financial (TFC) just tapped former Capital One retail bank technology leader Lo Li to run technology, data and operations for its Consumer and Small Business Banking unit, underscoring a fresh push into digital execution. See our latest analysis for Truist Financial. Investors seem to be warming to that message, with a roughly 6 percent 1 month share price return and year to date gains near 10 percent. A solid 3 year total shareholder return above 30 percent suggests momentum is...

In late November 2025, Match Group’s board appointed veteran e-commerce leader Darrell Cavens as a director and moved to seek stockholder approval to declassify its staggered board structure at the 2025 annual meeting. Cavens’ background in scaling online consumer platforms and data-driven retail, combined with governance changes, signals a stronger emphasis on digital commerce expertise and shareholder responsiveness. Next, we’ll examine how this board refresh, alongside Match Group’s...

ArcBest has amended and restated its revolving credit facility, maintaining a US$250 million maximum credit amount while lifting its letter of credit capacity from US$20 million to US$50 million and extending the facility’s maturity to November 25, 2030. This expanded, longer-dated facility, including potential incremental commitments of up to US$125 million, meaningfully boosts ArcBest’s liquidity and financial flexibility for funding working capital and general corporate needs. We’ll now...

Recent Performance Puts Strive Asset Management Back in Focus Strive Asset Management (ASST) has slipped sharply, with the stock down around 8% in a day, nearly 20% over the past week, and more than 40% over the past month. This kind of slide usually means investors are reassessing the story, especially with shares now trading under 1 dollar and year to date performance deeply negative for a relatively young Dallas based asset manager. See our latest analysis for Strive Asset Management. With...

DigitalBridge Group (DBRG) has quietly put together an impressive run lately, with the stock up about 45% over the past week and roughly 34% over the past month, easily outpacing the broader market. See our latest analysis for DigitalBridge Group. That surge in the 1 week and 1 month share price returns sits on top of a solid 90 day share price return of 23.86%. At the same time, the 1 year total shareholder return of 10.39% and 3 year total shareholder return of 13.05% suggest momentum is...

If you are wondering whether Cooper Companies is a quiet bargain or a value trap at today’s price, you are in the right place. We are going to unpack what the market might be missing. The stock has bounced recently, up about 4.5% over the last week and 16.1% over the past month. That is against a backdrop of a weaker year, with returns of -10.2% year to date and -17.5% over the last 12 months. Recent moves have been shaped by shifting sentiment around medical device and vision care demand,...

In its latest quarterly update, Custom Truck One Source reported US$482.1 million in revenue, a 7.8% year-on-year increase that came in slightly below analyst forecasts, while delivering an earnings per share beat and an impressive outperformance on adjusted operating income. Despite recent pressure on profitability and free cash flow, the company also raised its full-year guidance more than peers, signaling management’s confidence in operational improvements and demand trends. We’ll now...

Rollins (ROL) just delivered record third quarter revenue with better margins, and that strong print, combined with a fresh upgrade from Barclays, has pushed the stock sharply higher in recent weeks. See our latest analysis for Rollins. That backdrop has helped Rollins reach a share price of $61.4, with a 30 day share price return of 4.76% and a year to date share price return of 33.36%, while its five year total shareholder return of 78.28% shows that longer term momentum remains firmly...

In late November 2025, HubSpot reported strong third-quarter results, with revenue and profit exceeding expectations, customer numbers rising by 17% year over year, and management reiterating confidence in its AI-first CRM transformation. The company’s Breeze AI platform, pricing changes such as Core Seats, and accelerating multi-hub adoption are reshaping how customers use and pay for HubSpot’s integrated CRM suite. We’ll now examine how HubSpot’s Q3 earnings beat and accelerating AI-driven...

IDEX (IEX) is shaking up its leadership team, bringing in seasoned finance executive Sean M. Gillen as CFO and launching an external search for a new Chief Human Resources Officer after Melissa S. Flores’s departure. See our latest analysis for IDEX. Those leadership moves come after a choppy stretch, with the share price at $177.54 and a 30 day share price return of 5.7 percent, yet a softer 1 year total shareholder return of about negative 22 percent, suggesting momentum is only cautiously...

CommScope Holding Company (COMM) just opened its Fiber Architecture Solutions Technology, or FAST Track, facility in Catawba, North Carolina, giving service providers a live, hands on fiber broadband testbed and training hub. See our latest analysis for CommScope Holding Company. The FAST Track launch lands at a time when momentum around CommScope is clearly building, with a roughly 15 percent 1 month share price return and a powerful year to date share price return of about 272 percent,...

MACOM Technology Solutions Holdings (MTSI) has been back in the spotlight after beating quarterly earnings expectations, promoting long time operations leader Robert Dennehy to Chief Operating Officer, and seeing a cluster of insider share sales. See our latest analysis for MACOM Technology Solutions Holdings. The stock has been riding a clear upswing, with a roughly 41 percent 3 month share price return and a 3 year total shareholder return near 168 percent, suggesting momentum is still very...

KBR (KBR) just landed a five year, $117 million follow on contract with the U.S. Naval Air Systems Command to support F/A 18 and EA 18G programs for key allied fleets. See our latest analysis for KBR. This latest Navy contract lands as KBR’s share price, now around $44.30, shows a mixed picture, with a strong 7 day share price return of 7.47 percent but a much weaker year to date share price return of negative 23.46 percent and a one year total shareholder return of negative 24.50 percent...

MPLX LP recently reported third-quarter 2025 results that exceeded expectations, powered by higher gathering and processing volumes, stronger transportation rates, and contributions from newly acquired midstream assets, while also announcing a 12.5% increase in its quarterly distribution for a second straight year. Despite this past year’s weaker price-only performance, MPLX’s long-run, dividend-fueled total returns and fresh distribution hike highlight how its high payout policy has...

RadNet (RDNT) slipped about 3% after it filed a prospectus supplement tied to its shelf registration, clearing the way for certain existing holders to potentially resell roughly 73,500 shares of common stock. See our latest analysis for RadNet. The pullback to a share price of $78.59, with a 1 day share price return of around negative 3 percent on the resale prospectus news, comes after a solid 90 day share price return and a powerful three year total shareholder return. This suggests...

Northern Trust (NTRS) just tightened its focus on wealth and asset servicing, naming Eric Freedman Chief Investment Officer for Wealth Management and winning a sizable servicing mandate from UK platform AJ Bell. See our latest analysis for Northern Trust. These leadership and client wins are landing against a solid backdrop, with the share price delivering a year to date share price return of 29.34 percent and a robust 5 year total shareholder return of 72.15 percent. This suggests momentum...

Macy's (M) shares have been climbing over the past month, and the move is starting to look less like a quick bounce and more like a reassessment of what this legacy retailer is worth. See our latest analysis for Macy's. At a share price of $22.85, Macy's has logged a strong 90 day share price return of 33.7 percent and a five year total shareholder return of 143.5 percent, which signals that investors are increasingly pricing in operational resilience despite mixed revenue trends. If Macy's...

GeneDx Holdings (WGS) just delivered a Q3 2025 update that combined an earnings per share miss with a revenue beat, then raised its 2025 outlook, drawing fresh support from analysts and ARK Invest. See our latest analysis for GeneDx Holdings. The latest earnings surprise and ARK’s incremental buying come after a powerful run, with a roughly 100% year to date share price return and a triple digit 1 year total shareholder return. This suggests momentum is still very much intact despite recent...

Earlier this week, Willis Towers Watson launched Radar Fusion, a cloud-native commercial underwriting platform for the U.S. market that automates simple risks, consolidates internal and external data, and gives underwriters real-time analytics and pricing insights, with plans to expand to additional regions. The product is positioned as an integrated extension of WTW’s Radar analytics suite, aiming to boost underwriting productivity and profitability by automating routine tasks while keeping...

In recent days, Primoris Services was highlighted by Zacks with a top Rank and favorable Growth Score, reflecting analysts’ upgraded expectations for its current-year earnings. This recognition, combined with earnings estimates that now point to significantly faster EPS expansion than the broader industry, suggests analysts see strengthening growth momentum in the company’s near-term fundamentals. We’ll now explore how Primoris’s upgraded growth outlook and upward earnings estimate...

Earlier this week, Corning reported stronger-than-expected third-quarter results, with core sales and earnings rising as its optical communications business grew rapidly on the back of AI-related demand. With optical communications now generating more than half of Corning’s core profit, AI infrastructure has become a central driver of the company’s earnings mix. We’ll now explore how Corning’s AI-fueled optical communications growth could reshape its existing investment narrative for...

EHang Holdings Limited reported third-quarter 2025 sales of CNY 92.47 million with a wider net loss of CNY 82.16 million, while maintaining its full-year 2025 revenue guidance of around CNY 500 million. A separate milestone came from Bangkok, where EHang’s EH216-S completed high-profile urban human-carrying flights under Thailand’s AAM Sandbox Initiative, with the Thai civil aviation chief personally experiencing the pilotless aircraft. We’ll now examine how this Bangkok urban flight...

JetBlue Airways (JBLU) has quietly bounced in the past month, even as its year to date performance remains weak. That gap between short term momentum and longer term pain is what investors are trying to make sense of. See our latest analysis for JetBlue Airways. That recent 1 month share price return of about 8 percent looks more like a relief rally than a full trend change, given JetBlue’s year to date share price loss of roughly 36 percent and a 1 year total shareholder return still firmly...