U.S. Software Stock News

If you are wondering whether Patterson-UTI Energy is a beaten down bargain or a value trap, you are not alone. This stock sits in that sweet spot where pessimism might be masking opportunity. The share price has inched up 2.7% over the last week and 4.9% over the past month, but it is still down 24.4% year to date and 13.0% over the last year, which suggests sentiment has been bruised for a while. Recently, investors have been reacting to shifting expectations around North American drilling...

Two Harbors Investment (TWO) has quietly climbed about 5% over the past month even as its year to date return remains negative, a setup that naturally raises questions about what the market is repricing. See our latest analysis for Two Harbors Investment. The recent 5.1% 1 month share price return looks more like a tentative rebound than a trend shift, given the roughly 15% negative year to date share price return and still weak multi year total shareholder returns. Investors seem to be...

In early December 2025, New Fortress Energy Inc. received final approval for a seven-year Gas Supply Agreement with Puerto Rico, securing delivery of approximately 75 TBtu of natural gas under an estimated US$3.20 billion contract to support the island’s cleaner power generation and grid stability. This long-term deal arrives as the company works through financial distress and restructuring talks, making the contracted cash-flow visibility especially important for its ongoing...

CleanSpark (CLSK) is back in the spotlight after reporting October production of 587 Bitcoin, a data point that matters because it ties directly into the latest surge in Bitcoin prices and sentiment. See our latest analysis for CleanSpark. Those October numbers land after a turbulent but ultimately constructive stretch for CleanSpark, with the 90 day share price return of 42.45 percent and a three year total shareholder return of 537.28 percent. This suggests momentum is rebuilding around its...

GameStop (GME) opened Q3 2026 with momentum behind it, coming off Q2 revenue of $972 million and basic EPS of $0.38 alongside net income of $168.6 million, with trailing twelve month EPS reaching $0.81 on revenue of about $3.8 billion and net income of $362.2 million. The company has seen quarterly revenue move from $798 million in Q2 2025 to $972 million in Q2 2026, while basic EPS climbed from $0.04 to $0.38 over the same stretch, setting the stage for investors to focus on how these...

REV Group (REVG) just posted its FY 2025 third quarter numbers, with revenue at $644.9 million and basic EPS of about $0.60, alongside trailing twelve month revenue of roughly $2.4 billion and EPS of about $2.14. The company has seen quarterly revenue move from $579.4 million in FY 2024 Q3 to $644.9 million in FY 2025 Q3, while basic EPS has shifted from roughly $0.35 to $0.60 over the same stretch. This sets up a results season where investors are watching how much of that topline is...

Compass Minerals International (CMP) closed out FY 2025 with fourth quarter revenue of $227.5 million and a basic EPS loss of $0.17, setting the tone for another year where top line scale contrasts with bottom line pressure. The company has seen quarterly revenue move from $202.9 million in Q3 2024 to $227.5 million in Q4 2025, while basic EPS has hovered in negative territory, from a $1.05 loss in Q3 2024 to a $0.17 loss most recently. This leaves investors focused on whether improving...

The U.S. administration’s push to tame soaring beef prices by pressuring ranchers and meatpackers, and considering more imports from Mexico and South America, immediately puts Tyson Foods (TSN) in focus for investors tracking margins and supply risk. See our latest analysis for Tyson Foods. That policy backdrop lands at a moment when Tyson’s 1 month share price return of 6.99 percent and 1 day gain of 3.15 percent suggest momentum is tentatively rebuilding, even as its 1 year total...

Cracker Barrel Old Country Store (CBRL) has kicked off Q1 2026 with a backdrop of Q4 2025 revenue of about $868 million and EPS of $0.30, alongside trailing twelve month EPS of $2.08 on roughly $3.5 billion in revenue. The company has seen quarterly revenue move between about $845 million and $949 million through fiscal 2025, with EPS ranging from $0.22 to $1.00, while trailing figures show a modest uptick in net margin to 1.3% from 1.2%. Against that setup, investors will be watching how...

AeroVironment (AVAV) just posted its latest results with Q1 2026 revenue of about $454.7 million and a basic EPS loss of roughly $1.44, while trailing twelve month figures show revenue of around $1.1 billion and basic EPS of about negative $1.37. Over the past few reported periods, revenue has moved from $196.9 million in Q4 2024 to $189.5 million, $188.5 million, $167.6 million, $275.1 million, and now $454.7 million. Over the same stretch, EPS has shifted from a $0.22 profit to $0.76,...

Daktronics (DAKT) just posted its Q2 2026 scorecard with revenue of about $219 million and basic EPS of $0.34, setting a clear marker after a volatile run of recent quarters. The company has seen revenue move from $215.9 million in Q4 2024 to a range between roughly $149.5 million and $226.1 million through 2025, while quarterly EPS has swung between a loss of $0.36 and a profit of $0.46. This leaves investors focused on how durable the latest profitability really is as margins edge forward...

J.Jill (JILL) has just posted another steady quarter, with Q2 2026 revenue of about $154 million and basic EPS of $0.69 off net income of roughly $10.5 million, giving investors a clear snapshot of how the apparel retailer is navigating a softer same store sales backdrop. The company has seen quarterly revenue move in a relatively tight band between about $142 million and $162 million over the past six reported periods, while EPS has ranged from $0.15 to $1.17. This underscores a business...

If you are wondering whether Donaldson Company at around $92 is still worth considering after its strong run, or if the easy money has already been made, you are not alone and that is exactly what we are going to unpack. The stock is up 5.2% over the last week, 4.9% over the past month, and 36.9% year to date, building on multi year gains of 28.8% over 1 year, 61.3% over 3 years, and 75.6% over 5 years. Recent moves have been supported by steady demand for its filtration solutions across...

Dave & Buster's Entertainment (PLAY) has just posted another quarter of solid headline numbers, with Q2 2026 revenue of $557.4 million and basic EPS of $0.33, alongside net income of $11.4 million. The company has seen revenue move from $453 million in Q3 2025 to $534.5 million in Q4 2025, then to $567.7 million in Q1 2026 and $557.4 million in Q2 2026, while EPS swung from a loss of $0.84 in Q3 2025 to positive readings of $0.25, $0.63, and $0.33 over the subsequent quarters. With analysts...

BlackLine (BL) just switched on a new locally hosted cloud region in Saudi Arabia, a calculated move that taps into the Kingdom’s modernization push while satisfying tight data residency and cybersecurity rules. See our latest analysis for BlackLine. That Saudi expansion comes as BlackLine’s 1 month share price return of 7.18% and 3 month gain of 5.97% hint at improving sentiment, even though its 1 year total shareholder return of negative 9.74% shows the longer term picture is still one of...

Apple recently announced a major leadership reshuffle, including the upcoming retirement of general counsel Kate Adams and environment chief Lisa Jackson, and the 2026 arrival of former Meta chief legal officer Jennifer Newstead to lead a newly combined Legal and Government Affairs organization. Alongside these changes, the planned retirement of AI head John Giannandrea and Apple’s wider succession planning highlight how the company is reorganizing senior talent to support its next phase of...

On December 8, 2025, The Macerich Company reported at the Nareit REITWorld conference in Dallas that it had achieved record leasing activity of 3.2 million square feet by the third quarter and completed US$1.20 billion in mall asset sales, alongside opening more than 300 new stores including luxury and international brands. This combination of robust leasing performance and sizable asset sales highlights how Macerich is both filling space with higher-quality tenants and actively reshaping...

If you are wondering whether WisdomTree is still a smart buy at around $11.69, you are not alone. This stock sits at the crossroads of growth, income, and structural change in asset management. After a 4.7% gain over the last week and a strong 15.6% return year to date, the stock has cooled slightly in the last month with a -0.3% move, while still sitting on hefty 3 year and 5 year gains of 125.2% and 162.2% respectively. Those moves have come as WisdomTree has leaned further into thematic...

The launch of SiTime (SITM) Endura Super TCXO is a meaningful step into high stakes position, navigation, and timing markets, putting ultra stable, spoof resistant timing at the center of the stock story. See our latest analysis for SiTime. Investors seem to be warming to that story, with the share price up 14.0 percent over the past month and a powerful 63.9 percent year to date share price return at 366.49 dollars, building on a 40.4 percent one year total shareholder return. If SiTime has...

In December 2025, Ligand Pharmaceuticals issued 2026 guidance calling for total revenue of US$245 million to US$285 million, including US$200 million to US$225 million in royalty revenue, US$35 million to US$40 million in Captisol sales, and US$10 million to US$20 million in contract revenue. The company also raised its 5‑year royalty receipt outlook, highlighting products such as Filspari, Ohtuvayre, and Zelsuvmi and outlining plans to deploy up to US$1.00 billion in capital to support...

Agios Pharmaceuticals (AGIO) is back in focus after the FDA missed its December 7 decision date on the mitapivat thalassemia sNDA, leaving the filing under active review and investors recalibrating timing expectations. See our latest analysis for Agios Pharmaceuticals. The missed PDUFA date seems to have cooled near term enthusiasm, with a roughly 35 percent 1 month share price return decline and a 1 year total shareholder return of about negative 38 percent. This signals fading momentum...

Hello Group (MOMO) just posted softer third quarter numbers, with both revenue and net income slipping year over year. That earnings dip is likely what nudged the stock and investor sentiment today. See our latest analysis for Hello Group. At a share price of $6.98, Hello Group’s 1 year total shareholder return of around negative 5 percent and weaker 90 day share price return suggest momentum has been fading as investors reassess the earnings outlook. If this earnings wobble has you...

ONE Gas (OGS) has been quietly slipping over the past week and month, even though its year to date and 1 year returns are still comfortably positive. That disconnect is worth unpacking. See our latest analysis for ONE Gas. With the share price now around $77.64, the recent 7 day and 30 day share price declines sit in sharp contrast to a double digit year to date share price return and solid 1 year total shareholder return. This suggests momentum has cooled, but the longer term trend remains...

Earlier this month, Corpay, Inc. confirmed that Mastercard has completed a US$300 million minority investment in Corpay’s cross-border business and signed a new commercial partnership to offer Corpay’s services to Mastercard’s financial institution clients, while Corpay is also broadening its use of Mastercard Move for real-time payments in more countries. This deepened relationship with Mastercard could meaningfully expand Corpay’s distribution reach in cross-border payments at a time when...