U.S. Software Stock News

On December 3, 2025, American Financial Group announced that its board approved a new share repurchase program authorizing buybacks of up to 5,000,000 common shares, replacing the existing plan and running through December 31, 2030. The long-dated authorization gives AFG considerable flexibility to adjust capital returns over time, signaling management’s confidence in the business and balance sheet strength. Next, we’ll examine how this extended 5,000,000-share repurchase authorization could...

International Flavors & Fragrances Inc. recently implemented the Colibri robotic dosing system at its Chin Bee, Singapore facility, enabling on‑demand fragrance sample production in minutes and increasing capacity to 200 batches in an eight‑hour shift. This automation push in Greater Asia, alongside existing Colibri deployments in Europe, materially tightens IFF’s innovation cycle from concept to customer trial. Now, we’ll examine how this new automation-driven speed in fragrance development...

Cintas recently reported past-quarter results with earnings per share of US$1.20 on revenue of US$2.72 billion, topping forecasts, while raising full-year guidance for both earnings and sales. The company also authorized a new US$1.00 billion share repurchase program alongside existing capacity, reinforcing management’s confidence in its long-term outlook and capital return plans. Now we’ll consider how the upgraded guidance and fresh US$1.00 billion buyback authorization could reshape...

Carter's (CRI) has quietly drifted lower this year, leaving the stock down sharply even as its latest quarter showed flat revenue but improving earnings. That disconnect is exactly what makes the setup interesting now. See our latest analysis for Carter's. At around $31.87, Carter's has seen its share price return fall sharply year to date while still posting a solid 90 day share price return. This suggests sentiment may be stabilizing as investors refocus on earnings resilience rather than...

Albany International Corp. recently declared a quarterly dividend of US$0.28 per share and earlier announced it is reviewing options, including a possible sale, for its Amelia Earhart Drive structures assembly facility in Salt Lake City, which has drawn interest from more than ten private equity investors. The potential divestiture of this facility could lift the Albany Engineered Composites segment’s Adjusted EBITDA margin into the mid to high teens, reshaping the company’s earnings mix and...

In November 2025, NextDecade Corporation initiated the pre-filing process with the Federal Energy Regulatory Commission for a proposed sixth liquefaction train and additional marine berth at its Rio Grande LNG facility, with a full application expected in 2026. This early regulatory step signals that NextDecade is actively planning to expand export capacity at one of its key LNG projects, potentially reshaping its long-term infrastructure profile. Next, we’ll examine how this planned sixth...

Weyerhaeuser (WY) is stepping into its upcoming investor day with a lot riding on the message. Management plans to spell out financial targets through 2030, just as housing and lumber weakness weighs on the stock. See our latest analysis for Weyerhaeuser. Despite solid annual revenue and net income growth, the share price has struggled, with a year to date share price return of minus 22.5 percent and a one year total shareholder return of minus 28.4 percent, signaling fading momentum even as...

Royalty Pharma recently agreed to provide US$275 million in synthetic royalty funding to Denali Therapeutics tied to future net sales of tividenofusp alfa for Hunter syndrome, including a US$200 million upfront payment and a contingent US$75 million upon potential European approval by the end of 2029. This funding, combined with Royalty Pharma’s latest quarter showing growing portfolio receipts and higher full-year guidance, highlights how the company is using its cash flow strength to...

The recent FDA approval of zanidatamab for HER2 positive biliary tract cancer has pushed Zymeworks (ZYME) into the spotlight. Upcoming conference presentations will give investors more to consider regarding its pipeline and strategy. See our latest analysis for Zymeworks. That backdrop helps explain why Zymeworks' share price return has surged, with an 80.58 percent year to date gain and a 62.15 percent 1 month move. Its 3 year total shareholder return of 297.76 percent signals strong,...

Recently, Parsons Corporation announced several contract wins, including roles on Missouri’s US$441 million I-70 Rocheport–Columbia design-build project, Sound Transit’s 2025 US$1 billion-ceiling design-services MATOC, and DTRA’s US$3.50 billion CTRIC IV IDIQ, while also adding former Blue Origin CEO Robert H. Smith to its board. However, investor attention has centered on Parsons losing the anticipated US$12.50 billion FAA air traffic control modernization contract to rival Peraton,...

Snap-on (SNA) has quietly kept shareholders interested, with the stock edging higher over the past week and past 3 months even as its one year return has been roughly flat. See our latest analysis for Snap-on. With the share price now around $347.21 and a solid recent upward move, short term share price momentum is improving even though the 1 year total shareholder return is basically flat. The 5 year total shareholder return above 100% shows the longer term story is still firmly intact. If...

Ryman Hospitality Properties (RHP) has been sliding lately, with the stock down about 11% this year and nearly 19% over the past year, even as revenue and earnings continue to grow. See our latest analysis for Ryman Hospitality Properties. At around $91.74 per share, Ryman’s recent 7 day and 90 day share price declines suggest momentum has cooled, even though its 3 year and 5 year total shareholder returns remain solidly positive. If Ryman’s pullback has you reassessing the sector, it could...

Recent performance and why CyberArk is back on investors radars CyberArk Software (CYBR) has been quietly rewarding patient shareholders, with the stock up around 48% over the past year and more than tripling over the past 3 years. See our latest analysis for CyberArk Software. The stock has cooled slightly in recent weeks, with a negative 1 month share price return. However, the strong year to date share price return alongside a powerful multi year total shareholder return suggests momentum...

Earlier this week, Academy Sports and Outdoors, Inc. declared a quarterly cash dividend of US$0.13 per share for the fiscal quarter ended November 1, 2025, payable on January 15, 2026, to shareholders of record as of December 18, 2025. The company also recently expanded its Board of Directors by adding three executives with deep experience in finance, digital transformation, and large-scale retail operations, signaling a sharpened focus on governance and execution of its long-range growth...

Paymentus Holdings (PAY) is back on traders radar after Freedom Capital Markets kicked off coverage with a positive stance, adding to a recent wave of upgrades that has sharpened focus on its growth story. See our latest analysis for Paymentus Holdings. The latest upgrade comes after a solid run, with the share price at $35.19 and a positive year to date share price return suggesting momentum is quietly building. A standout three year total shareholder return of 273.17% underlines how...

Toro (NasdaqCM:TORO) has just posted Q3 2025 results, with revenue of about $5.4 million and basic EPS of $0.01, keeping the spotlight firmly on how its thin profitability stacks up against a history of choppy earnings. The company has seen quarterly revenue hover in a tight band, from $5.3 million in Q3 2024 to $5.4 million in Q3 2025, while EPS has swung from a loss of $0.01 per share a year ago to modestly positive territory this quarter, leaving investors focused on whether these margin...

If you are wondering whether Lazard is still a smart buy at today’s price or if you have already missed the opportunity, you are not alone. This stock attracts investors who care about value just as much as growth. After a strong run, Lazard now trades around $54.75, with the share price up 8.4% over the last week and month, 7.9% year to date, and delivering a 77.4% gain over three years. Recent moves have been shaped by a steady drumbeat of deal activity across M&A and restructuring, which...

If you are wondering whether AvalonBay Communities is a bargain or a value trap at around $178 a share, you are not alone. This stock has been catching the eye of income and value focused investors alike. Despite a tough backdrop for REITs, AvalonBay is down about 18.7% over the last year but still up 29.8% over five years, with the last month roughly flat at 0.4% and a small 2.2% pullback in the last week. Recent moves have been driven less by company specific shocks and more by shifting...

Kroger (KR) is back in the spotlight after a bruising third quarter, where strong e commerce growth and better margins were overshadowed by a surprise net loss and softer sales guidance that hit the stock. See our latest analysis for Kroger. The recent selloff, including a sharp post earnings drop and a 7.8% 90 day share price return, contrasts with Kroger’s steadier 8.0% one year total shareholder return. This suggests long term investors still see value as management leans into e commerce...

If you are wondering whether Fluence Energy is still a smart buy after its recent rally, you are not alone. This stock has quickly moved from a niche energy-storage play to a name that growth focused investors are debating on valuation grounds. Over the last week the share price has jumped 22.0%, adding to a 15.2% gain over the past month and a 41.7% rise year to date. The stock is now sitting around $23.96 and is up 41.6% over the past year, roughly 50.7% higher than three years ago. Part...

Wondering if Amgen at around $329 a share is still a smart buy, or if the upside has mostly been priced in already? You are not alone, and this article is going to unpack what that current price really implies. Despite a choppy week with a -4.5% move over the last 7 days, Amgen is still up 3.0% over the past month and a strong 27.2% year to date, with a 25.0% gain over 1 year and 69.8% over 5 years, a profile that hints at both growth potential and shifting market risk perceptions. Recent...

If you are staring at American Bitcoin and wondering whether this beaten down crypto stock is quietly turning into a value play, you are not alone. After a brutal slide, with the share price down about 47.4% over the last week, 51.9% over the last month, and 65.2% year to date, the big question now is whether the market has overshot on the downside or is still pricing in real risks. Recently, American Bitcoin has stayed in focus as traders reassess high beta crypto related names alongside...

Wondering if EPR Properties is still a buy after its recent run, or if you have already missed the best of the gains? This breakdown will help you decide whether the current price still stacks up against its fundamentals. The stock has climbed 22.5% over the last year and is up 17.4% year to date. The past week has been a modest -1.2% pullback and the last month only nudged 1.3% higher, which suggests sentiment is still broadly constructive but not euphoric. Recent headlines have focused on...

Dominion Energy recently reported better-than-expected Q3 2025 adjusted earnings and revenue, narrowed its full‑year operating guidance, and continued advancing its large capital program, including the Coastal Virginia Offshore Wind project, while receiving regulatory approvals for new infrastructure and rate changes benefiting high‑load customers like data centers. This combination of cleaner energy build‑out, AI‑driven data center demand, and new rate structures is reshaping Dominion’s...