U.S. Software Stock News

Wondering if Smurfit Westrock is a bargain hiding in plain sight or a value trap in the making? Let us unpack what the market is really pricing in and whether the current share price makes sense. The stock is down 2.2% over the last week and 0.5% over the past month, and it is still off 34.1% year to date and 31.3% over the last year, despite being modestly up 6.7% over three years. Recent headlines have focused on the ongoing integration of Smurfit Kappa and WestRock, cost synergy targets,...

Wondering if Confluent is finally at a price that makes sense, or if the market is just getting ahead of itself? In this article, we walk through whether the current tag on this data streaming stock really stacks up against its fundamentals. After a choppy stretch, Confluent has bounced, with the share price up 26.4% over the last week and 27.1% over the past month, even though the 1-year return is still slightly in the red at -4.2% and the 3-year return sits at 25.7%. Some of this renewed...

If you are wondering whether Kulicke and Soffa Industries is quietly undervalued or already priced for perfection, this piece will walk you through what the numbers actually say. The stock has climbed 4.3% over the last week and 25.0% in the past month, yet it is only up 0.9% over the last year and 58.9% over five years, which suggests sentiment has only recently started to turn. Recent headlines have focused on the company as a beneficiary of long term demand for advanced packaging and...

If you are wondering whether TTM Technologies is still a smart buy after such a massive run, you are not alone. This breakdown aims to cut through the noise around its current price tag. The stock has rocketed, up 14.9% over the last week, 9.8% over the past month, and an eye catching 212.2% year to date, with a 202.8% gain over the last year that has completely changed how the market sees its potential. Much of this momentum has been fueled by growing optimism around TTM’s role in high...

If you are wondering whether Li Auto is a bargain or a value trap right now, you are not alone. This stock has been on many watchlists lately. Despite all the buzz, the share price has been under pressure, slipping 0.3% over the last week and 13.8% over the past month. It is still down 27.6% year to date and 23.8% over the last year. Recent headlines around China’s evolving EV incentives, intensifying price competition among local EV makers, and ongoing geopolitical trade tensions have all...

Mobilicom (MOB) has quietly turned into one of the stronger performers in defense-tech, with the stock up about 13% over the past day and roughly 21% over the past month. See our latest analysis for Mobilicom. That jump in the latest share price to $7.975, on top of a hefty year to date share price return, suggests investors are steadily repricing Mobilicom for higher growth and possibly lower perceived risk. Momentum appears to be building rather than fading. If Mobilicom’s run has you...

If you have been wondering whether Hess Midstream is quietly undervalued or already priced for perfection, you are not alone. This stock often flies under the radar despite some compelling numbers. After climbing 1.7% over the last week and 3.3% in the last month, the stock is still down 7.6% year to date, though it is up 4.2% over 1 year, 48.1% over 3 years, and 137.3% over 5 years. This profile points to both resilience and shifting risk perceptions. Recent headlines have focused on Hess...

Wondering if NXP Semiconductors is still a smart buy at around $228, or if most of the upside has already been priced in? This article unpacks what the current share price might be implying about its future. Over the last month the stock has climbed 11.2%, adding to a 10.6% gain year to date and a 40.6% return over three years. However, the 1-year return of 5.7% shows that momentum has not been in a straight line. Recent attention around NXP has centered on its role in automotive and...

Owlet, Inc. recently expanded its Dream Sock™ medical-grade baby monitoring device to families across Australia and New Zealand following Therapeutic Goods Administration approval, alongside the regional launch of its Owlet360 subscription service and continued availability through ecommerce channels and select retailers. This move not only broadens Owlet’s geographic footprint, but also advances its shift toward higher-margin, recurring subscription revenue by pairing Dream Sock with the...

In early December 2025, Lincoln Electric Holdings raised its quarterly dividend by 5.3% to US$0.79 per share, achieving its 30th straight year of dividend increases while maintaining a payout ratio of 32.6% and manageable leverage after the Alloy Steel acquisition. At the same time, short interest as a share of float has fallen to 1.41%, well below the peer average, hinting that traders are growing less pessimistic even as the company contends with softer organic growth and pressure on...

CRH has been selected to join the S&P 500 index on December 22, 2025, following its 2023 move to a primary New York Stock Exchange listing and ongoing share buybacks and treasury share issuances that are reshaping its capital base. This inclusion signals CRH’s growing relevance for index-tracking and institutional investors, potentially amplifying the impact of its infrastructure and sustainable materials focus on its long-term investor base. We’ll now examine how CRH’s upcoming S&P 500...

In early December 2025, HealthEquity, Inc. reported third-quarter revenue of US$322.16 million and net income of US$51.69 million, raised full-year guidance to revenue of about US$1.30–US$1.31 billion and net income of US$197–US$205 million, and confirmed recent share repurchases totaling US$92.88 million across two authorizations. The company also signaled disciplined capital deployment by favoring high-bar, portfolio-style acquisitions while continuing buybacks and debt reduction,...

In early December 2025, Global Ship Lease, Inc. announced the US$90.0 million purchase of three 8,600 TEU Korean-built ECO containerships with attached below-market but flexible charters, which are expected to lift its fleet to 71 vessels totaling 422,567 TEU when delivered around year‑end 2025. The company also recently declared a quarterly cash dividend of US$0.546875 per depositary share on its 8.75% Series B preferred stock, underscoring its continued use of cash returns alongside fleet...

iRhythm Technologies (IRTC) has quietly turned into one of the stronger performers in digital health this year, with the stock up sharply year to date even after some recent pullback. See our latest analysis for iRhythm Technologies. At around $173.63, the latest share price sits just below recent highs. While the 7 day and 90 day share price returns have cooled, the roughly 94 percent year to date share price return and near matching 1 year total shareholder return suggest positive momentum...

Bank of Hawaii (BOH) has been quietly grinding through a mixed stretch, with the stock roughly flat over the past 3 months but down about 6% over the past year. See our latest analysis for Bank of Hawaii. Those moves fit with a stock that is still digesting past volatility, with a slightly negative 1 year total shareholder return and a modestly positive 1 month share price return that may hint selling pressure is easing. If BOH has you rethinking your bank exposure, it could be worth scanning...

Legend Biotech (NasdaqGS:LEGN) is back in the spotlight after releasing new clinical data on its multiple myeloma therapy CARVYKTI and early results for its allogeneic CAR T candidate LUCAR-G39D. See our latest analysis for Legend Biotech. Even with the latest CARVYKTI and LUCAR-G39D data strengthening its scientific story, Legend Biotech’s recent momentum has cooled, with the share price down sharply in the short term and the 1 year total shareholder return also firmly negative. This signals...

MasTec (MTZ) has quietly turned into one of the stronger infrastructure names this year, with the stock up roughly 57% year to date and about 60% over the past year. See our latest analysis for MasTec. That steady drumbeat of contract wins in clean energy and power delivery has helped MasTec’s share price grind higher, with a strong year to date share price return and hefty multi year total shareholder returns suggesting that momentum is still building rather than cooling. If MasTec’s surge...

Summit Street Capital Management just opened a meaningful new stake in Weatherford International (WFRD), committing roughly $27.3 million in the third quarter. This move puts fresh attention on the stock. See our latest analysis for Weatherford International. The timing lines up with the market’s tone, too, with Weatherford’s share price up 3.82% over the last day and a strong 27.71% 3 month share price return. Its five year total shareholder return of 1265.38% highlights how powerful the...

TETRA Technologies (TTI) just took a meaningful step beyond its traditional oilfield chemistry roots by signing a term sheet for a magnesium focused joint venture at its Evergreen Project in Arkansas. See our latest analysis for TETRA Technologies. That backdrop helps explain why investors have chased TETRA higher, with an 83.23% 90 day share price return and a 128.09% one year total shareholder return suggesting momentum is firmly building rather than fading. If this kind of strategic pivot...

In early December 2025, Davidson Bogel Real Estate said Kroger will anchor a new 70‑acre grocery-anchored shopping center in Fate, Texas, part of the 267‑acre Lafayette Crossing mixed-use project amid rapid housing growth east of Lake Ray Hubbard. Around the same time, Kroger narrowed its full-year identical sales growth outlook and continued reshaping its e-commerce footprint, underlining a shift toward more focused, profitability-driven expansion. We'll now examine how Kroger's tighter...

Global Net Lease (GNL) just struck a deal to sell its McLaren Campus property in Surrey, England for roughly £250 million. This is a balance sheet focused move that could reshape how investors view the REIT. See our latest analysis for Global Net Lease. Investors seem to be warming to that balance sheet reset, with the share price at $8.26 and a year to date share price return of 12.84% alongside a robust 1 year total shareholder return of 30.61%. This suggests momentum is quietly rebuilding...

In early December 2025, Brightstar Lottery PLC completed a US$750,000,000 5.75% senior secured notes issuance due January 15, 2033, while Spin Master Toys UK Limited announced a five-year exclusive global licensing agreement enabling Brightstar to develop Rubik's-themed omnichannel lottery games. Together, the fresh debt capital and Rubik's Cube licensing deal expand Brightstar's financial flexibility and open a new, globally recognized brand channel for future lottery product...

Wondering if Baker Hughes is still a smart buy after its big multi year run, or if you would be overpaying at today’s price? You are not alone, and that is exactly what we will unpack here. Even after a recent pullback of 5.5% over the last week and 2.3% over the past month, the stock is still up 14.7% year to date and has delivered a 152.1% gain over five years. This naturally raises the question of whether the current price already bakes in the upside. Recent headlines have focused on...

If you have ever wondered whether Rayonier is quietly turning into a value opportunity or just another lumber REIT stuck in the woods, you are in the right place. The stock has slipped to around $21.51, down 17.4% year to date and 17.5% over the last year, even after a small 1.0% bump in the last week and a softer 4.7% drop over the past month. That pullback has come as investors reassess timberland and real estate names more broadly, especially with changing expectations around interest...