U.S. Software Stock News

Avery Dennison recently reported that its organic revenue growth has averaged 2.5% year-on-year over the past two years, alongside a 2.5 percentage point drop in free cash flow margin and a 4.9 percentage point annual decline in return on invested capital, pointing to rising capital intensity and profitability pressure. Taken together, the slower organic sales, weaker cash generation, and shrinking returns suggest Avery Dennison may need to rethink its growth approach, potentially leaning...

TAL Education Group recently reported quarterly results that exceeded market expectations and highlighted momentum in its shift toward non-academic tutoring and intelligent learning solutions. This stronger-than-expected performance, alongside a supportive analyst upgrade, suggests the company’s transformation toward technology-enabled education services is gaining meaningful traction with investors. Next, we’ll examine how the earnings beat, especially in intelligent learning solutions,...

ITT (ITT) shares have cooled off over the past month after a strong year to date, slipping about 11% even as longer term returns remain solid. That gap has some investors rechecking the story. See our latest analysis for ITT. The recent pullback sits against a backdrop of a strong year to date share price return and a standout multi year total shareholder return, suggesting momentum is cooling slightly rather than breaking the longer term uptrend. If ITT’s move has you reassessing the...

Acadian Asset Management (AAMI) just overhauled its balance sheet, redeeming all $275 million of its 4.8% senior notes due 2026 using a new $200 million term loan and existing cash. See our latest analysis for Acadian Asset Management. That balance sheet clean up lands against a backdrop of strong momentum, with an 80.1% year to date share price return and a 137.0% three year total shareholder return suggesting investors see improving growth and risk dynamics. If this kind of capital...

Clear Channel Outdoor's Airports Division announced it had been selected, after a competitive bidding process, to build an eight-year, digitally driven media and sponsorship network at Hollywood Burbank Airport’s new 355,000-square-foot terminal, currently under construction and slated to replace the existing facility. This win expands Clear Channel Outdoor’s presence across the Los Angeles area, creating an integrated “air and ground” footprint that can connect advertisers with high-value...

Wolverine World Wide (WWW) is back in the spotlight as two West Michigan landfills filed a federal PFAS contamination lawsuit, just as investor letters highlight management’s turnaround efforts and renewed focus on core footwear brands. See our latest analysis for Wolverine World Wide. Despite the fresh PFAS lawsuit and mixed commentary around its turnaround, Wolverine World Wide’s 1 month share price return of 7.16 percent contrasts sharply with a 1 year total shareholder return of negative...

Recently, Goldman Sachs began covering Urban Outfitters with a Neutral rating as the company also adopted Inspectorio’s AI-powered compliance and traceability platform across its brands to address increasingly complex regulatory demands. This combination of fresh analyst attention and investment in AI-driven supply chain transparency highlights how Urban Outfitters is trying to strengthen both investor confidence and operational resilience. Now, we’ll explore how Urban Outfitters’ AI-enabled...

The recent spin off of DuPont de Nemours (DD) Electronics into Qnity Electronics in November has refocused the stock, with investors now weighing what a leaner and more specialized DuPont might deliver next. See our latest analysis for DuPont de Nemours. Since the Qnity spin off, DuPont’s share price return has been choppy, with a steep year to date pullback contrasting with a solid multi year total shareholder return. This suggests that longer term momentum has not fully broken. If this...

In early December 2025, Agilysys announced that its cloud-native InfoGenesis POS platform has been approved for use across IHG Hotels & Resorts’ global portfolio, integrating with IHG’s property systems to support unified guest transactions in diverse outlets from restaurants to poolside cabanas. The approval cements Agilysys as a global POS provider for IHG across all hotel segments, highlighting the breadth of its hospitality-focused ecosystem and its ability to scale across varied brand...

After Morgan Stanley cut its rating on SPS Commerce (SPSC) to Equal Weight, investors began reassessing how much near term growth is realistically left in the tank given softer retail conditions and tariff pressures. See our latest analysis for SPS Commerce. That caution has clearly filtered into sentiment, with the 1 year total shareholder return down 56.57 percent and the year to date share price return off 53.21 percent. The stock has edged up in the past month as investors reassess...

Black Stone Minerals (BSM) just signed a 220,000 gross acre development agreement with Caturus Energy, setting up a six year drilling runway that directly targets rising Gulf Coast natural gas demand. See our latest analysis for Black Stone Minerals. The deal lands at a time when momentum is quietly turning in BSM’s favor, with an 18.6% 3 month share price return and a hefty 5 year total shareholder return above 200%, hinting that investors see durable cash flow ahead. If this kind of long...

BGC Group (BGC) has quietly slipped about 4% over the past month and 13% in the past 3 months, even though its underlying business continues to grow and may give investors an intriguing setup. See our latest analysis for BGC Group. Zooming out, BGC’s recent pullback sits within a year where the share price return has drifted modestly lower, even as its multi year total shareholder return remains strongly positive. This suggests momentum has cooled, but the longer term story is still...

Core & Main (CNM) just posted its Q3 2026 numbers, with revenue at about $2.1 billion and EPS of roughly $0.72, against a trailing twelve month haul of $7.8 billion in revenue and $2.29 in EPS that reflects 6.1% earnings growth over the past year. The company has seen revenue move from $7.0 billion to $7.8 billion on a trailing basis while EPS has climbed from $2.11 to $2.29. This sets up an earnings profile where profit growth is outpacing a more modest top line and keeps margins firmly in...

Himax Technologies and Liqxtal Technology recently showcased the Liqxtal Pro-Eye vision-care monitor at the 2025 Taiwan Healthcare+ Expo, featuring Himax’s WiseEye AI-powered facial recognition and eye-tracking to reduce ciliary-muscle strain, ease digital eye fatigue, and enhance on-screen privacy for intensive and senior users. The collaboration highlights how Himax is applying its ultra-low power AI sensing and optical expertise beyond core display drivers, turning everyday screens into...

Park Hotels & Resorts has recently announced additional non-core hotel sales, including properties in Kansas City, Seattle, and Sonoma, while reaffirming its 2025 outlook despite some pressure from the government shutdown. The planned disposal of remaining marketable non-core hotels over the next 12 months marks a significant shift toward a more focused, higher-quality portfolio for the REIT. We’ll now examine how Park’s plan to sell its remaining non-core hotels over the next year may...

If you are wondering whether Chipotle Mexican Grill is finally priced for perfection or quietly offering value again, you are not alone. This stock has been on many watchlists lately. After a volatile stretch that includes a 10.3% gain over the last month but a steep 48.0% slide over the past year, Chipotle sits at an intriguing crossroads between recovery story and value trap. Recent headlines have focused on Chipotle's continued store expansion, investments in digital ordering, and...

Unfortunately for some shareholders, the Nutanix, Inc. ( NASDAQ:NTNX ) share price has dived 35% in the last thirty...

Gentherm (THRM) has quietly drifted lower this year, leaving the stock down about 8% year to date and roughly 17% over the past year, even as earnings have grown. See our latest analysis for Gentherm. That slide reflects fading momentum more than a broken story, with a modestly negative 90 day share price return and a three year total shareholder return that has been deeply underwater as investors reassess execution risk versus Gentherm's growth potential. If Gentherm's recent drift has you...

Varonis Systems (VRNS) is back on radar after rolling out fresh integrations with Microsoft Purview and AWS Security Hub, tightening its grip on data security just as AI driven workloads raise new risk questions. See our latest analysis for Varonis Systems. Those Purview and AWS Security Hub integrations land at a tricky moment for investors. The latest 1 day share price return of 2.98 percent to 32.47 dollars comes after a steep 90 day share price return decline of 43.22 percent and a 1 year...

ServiceTitan (TTAN) just delivered another upside surprise, topping Wall Street on both revenue and earnings, then backing it up with higher full year guidance that signals management sees this momentum as durable, not accidental. See our latest analysis for ServiceTitan. The market has started to notice, with a 7 day share price return of 16.8 percent and a 30 day share price return of 14.7 percent. However, the 90 day share price return is still negative, suggesting momentum is rebuilding...

Wondering if QuidelOrtho at around $27 a share is a beaten down opportunity or a value trap? You are not alone. This stock has been on a wild ride and now looks cheap enough to raise eyebrows. In the very short term the market has cooled slightly, with a 0.3% dip over the last week. That comes after a sharp 39.1% jump over the past month, even though the stock is still down 39.1% year to date and 33.9% over the last year. Those swings are happening against a backdrop of ongoing integration...

The Digi International Inc. ( NASDAQ:DGII ) share price has done very well over the last month, posting an excellent...

Terreno Realty Corporation recently announced an early lease renewal for 107,000 square feet in Washington, D.C. with the United States Secret Service, running from February 13, 2026 to February 2029, alongside new industrial development and acquisition projects in Florida and Maryland. This combination of a high-profile federal tenant commitment and ongoing industrial expansion in key coastal markets underscores the company’s focus on long-term, income-oriented assets. Next, we will explore...

Capital Southwest Corporation recently announced it had promoted Grant Eason, a 15-year credit underwriting veteran with nearly seven years at the firm, to Managing Director, highlighting continuity in its middle-market lending leadership. This leadership expansion coincides with revenue growth, a strong earnings outlook, ongoing insider share purchases, and affirmed plus special dividends that collectively reinforce investor focus on Capital Southwest’s execution and capital return...