U.S. Software Stock News

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...

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...

Jamf Holding (JAMF) has been drifting quietly, with shares roughly flat over the past week but still well below their past year levels, which sets up an interesting value conversation. See our latest analysis for Jamf Holding. That quiet week sits in the shadow of a much tougher stretch, with the share price at $12.97 still reflecting a negative year to date share price return and a weak multi year total shareholder return, even after a strong 90 day share price rebound that hints momentum...

In recent days, Meta Platforms’ board declared a quarterly cash dividend of US$0.525 per share, payable on December 23, 2025 to shareholders of record on December 15, 2025, while also announcing substantial cuts to Reality Labs’ metaverse budget and heavier investment in artificial intelligence and AI wearables, including the acquisition of startup Limitless and the launch of its Segment Anything Model 3. These moves signal a shift away from long-running metaverse losses toward AI-driven...

Crown Castle recently reported quarterly results that topped analyst expectations for revenue and adjusted funds from operations, even as site rental revenues faced pressure and year-over-year declines. At the same time, the company confirmed that its planned US$8.50 billion fiber segment sale remains on track under new leadership, potentially reshaping its infrastructure mix and capital priorities. We’ll now explore how the progressing US$8.50 billion fiber sale could influence Crown...

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...