U.S. Software Stock News

Wondering if DICK'S Sporting Goods is still a smart buy after its big run over the last few years, or if the easy money has already been made? This article will help you make sense of where the value really lies. The stock now trades around $217.99, and while it is down 0.5% over the last month and 3.9% year to date, it is still up 4.3% over the past year and an impressive 103.2% over three years and 374.7% over five years, hinting at a business that has already created serious long term...

OPENLANE (KAR) just posted quarterly results that cleared Wall Street’s bar, with revenue climbing around 8% and profitability improving, as management credited years of targeted digital marketplace investments for the performance. See our latest analysis for OPENLANE. The upbeat report comes after a choppy few months, with the share price now at $27.06 and a strong year to date share price return of about 34% alongside a three year total shareholder return of roughly 100%. This suggests...

If you are wondering whether Kite Realty Group Trust is quietly trading at a discount, or if the market has it about right, you are not alone in trying to figure out whether now is a smart entry point. The stock has been choppy recently, slipping about 0.2% over the last week but edging up 1.5% over the past month, while still sitting on a -8.5% year-to-date return and -9.4% 1-year return after a strong 17.5% 3-year and 83.4% 5-year run. Recent headlines have focused on shifting expectations...

If you are wondering whether Fabrinet is still worth buying after its massive run up, or if you have missed the boat, you are not alone. This stock is firmly on valuation watchers' radars. With the share price at about $498.45 after climbing 11.4% in the last week, 6.7% over the past month, and an eye catching 126.2% year to date, the market is clearly reassessing what this business is worth. Those gains have come alongside rising optimism around Fabrinet's role in optical communications and...

Wondering if Dell Technologies is still a smart buy after its massive run, or if most of the upside is already priced in? You are not alone. That is exactly what we are going to unpack here. Even after a huge multi year climb, with the stock up 243.4% over 3 years and 304.2% over 5 years, recent moves have been more mixed, with a 1.7% gain over the last week, a 5.8% pullback over the last month, an 18.6% gain year to date, and a 20.5% gain over the last year. These swings are happening...

If you are wondering whether OneStream at $18.38 is a bargain or a value trap, you are not alone. This breakdown is intended to help you evaluate it with more confidence. The stock is down 0.9% over the last week, 22.6% over the past month, and 35.0% year to date, extending a tough 41.6% slide over the past year that has reset expectations and risk perceptions. Recently, investors have been digesting a wave of commentary around high growth software names, with shifting sentiment on how much...

Tyra Biosciences recently strengthened its leadership team by appointing Bhavesh Ashar as Chief Operating Officer and Heather Faulds as Chief Regulatory Officer, both bringing extensive oncology and regulatory experience from major biopharma companies. Their track records in securing approvals for complex medicines and launching rare oncology products could be particularly important as Tyra advances oral dabogratinib through global Phase 2 studies. With these leadership changes in place,...

If you are wondering whether Medtronic remains a solid value play after its recent run, or if the easy money has already been made, you are in the right place. Despite a soft patch over the last week, with the share price down around 2.3%, the stock is still up roughly 7.5% over the past month and about 24% both year to date and over the last year. That performance has investors rethinking its upside and risk profile. Recent headlines have focused on Medtronic doubling down on high growth...

Wondering if American Eagle Outfitters is still good value after its latest run, or if you are late to the party? This breakdown will walk through what the numbers are really saying about the stock. The share price has climbed to around $23.91, with gains of 14.8% over the last week, 39.8% over the past month, and more than 40% over the last year. This naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been supported by stronger...

Wondering if Tower Semiconductor is still a buy after its huge run, or if the easy money has already been made? You are not the only one trying to figure out whether the current price reflects its real value. The stock has surged recently, up 6.9% over the last week, 26.4% over the last month, and an eye catching 140.5% year to date, with a massive 391.7% gain over the past five years reshaping expectations and risk perceptions. These moves have been helped by continuing optimism around...

Samsara (IOT) just checked several big boxes in one go, posting faster revenue growth, a move into profitability, and higher guidance that leans into strong demand for its fleet and equipment monitoring platform. See our latest analysis for Samsara. The market seems to be waking back up to that story, with a 7 day share price return of 12.25% and 90 day share price return of 13.18% even as 1 year total shareholder return is still negative. This suggests renewed momentum after a volatile...

D1 Capital Partners just made a big statement on Flowserve (FLS), lifting its stake to roughly 7.5 million shares after third quarter results showed better margins, stronger cash generation, and a tilt toward stickier aftermarket revenue. See our latest analysis for Flowserve. That conviction from D1 comes as Flowserve’s share price has climbed to $72.46, with a strong 90 day share price return of 27.89 percent and a powerful three year total shareholder return of 146.97 percent, suggesting...

Piedmont Realty Trust (PDM) just reported signing more than 475,000 square feet of leases in the current quarter, pushing year to date activity to roughly 2.3 million square feet and signaling a potentially record leasing year. See our latest analysis for Piedmont Realty Trust. Even with this record leasing momentum, Piedmont’s share price, at about $8.27, still reflects a weak year to date share price return. At the same time, its three year total shareholder return remains modestly...

In early December 2025, Blend Labs outlined at the Wells Fargo 9th Annual TMT Summit how it is concentrating on core software, integrating AI to speed up mortgage processing, and expanding its Rapid Suite, following a shift away from non-core operations and a move to non-GAAP operating profitability. The company also revealed plans for its new Rapid Home Equity product, which it expects will significantly increase revenue earned per loan unit, while recent insider share purchases and...

Wondering if Hologic is quietly becoming good value, or if the market is still sleeping on it? This breakdown will walk you through what the numbers are really saying about the stock. The share price has been relatively steady, with a 0.8% gain over the last month and a 4.4% rise year to date, but returns over 1, 3 and 5 years are roughly flat, suggesting sentiment is cautious rather than euphoric. Recently, Hologic has stayed in the spotlight as a key player in women’s health, continuing to...

Pegasystems Inc. recently announced a collaboration with Moody’s Corporation, allowing Pega Client Lifecycle Management™ users to access Moody’s real-time entity verification data directly within their CLM and KYC workflows across more than 200 countries. This tie-up effectively plugs Moody’s database of over 600 million companies into Pega’s AI-powered onboarding and compliance engine, aiming to cut manual data entry errors and speed up client onboarding for global financial institutions...

ArcBest (ARCB) just refreshed its core revolving credit facility, extending its life to 2030 while boosting letter of credit capacity. This move quietly expands the company’s financial flexibility for the next phase of growth. See our latest analysis for ArcBest. The refreshed credit facility lands while the stock is trying to stabilize, with a recent 1 month share price return of 5.32 percent but a weak year to date share price return of 24.05 percent decline and a 1 year total shareholder...

Playtika Holding (PLTK) just posted fiscal Q3 results that spotlight record direct to consumer revenue, powered by Bingo Blitz and June’s Journey, and the stock’s reaction says investors are reassessing its long term cash engine. See our latest analysis for Playtika Holding. That backdrop helps explain why, even with the share price sitting around $4.30 and a steep year to date share price return of roughly negative 38 percent plus a one year total shareholder return near negative 43 percent,...

Markel Group (MKL) is back in the spotlight after doubling down on underwriting discipline, exiting money losing reinsurance, and leaning harder into higher margin specialty lines, all while its international footprint quietly becomes a real growth driver. See our latest analysis for Markel Group. Those moves seem to be landing well, with the share price at $2,068.26 and a strong year to date share price return of 20.43% pointing to building momentum. The five year total shareholder return of...

If you are wondering whether Hinge Health is still worth buying at today’s price, you are not alone. The stock has quickly moved onto many investors’ watchlists and is begging for a closer look at its underlying value. After rallying about 7.5% over the last week and 11.7% over the past month, Hinge Health is now up roughly 31.7% year to date. This is the kind of move that often forces investors to ask whether the market is getting ahead of itself or finally catching up. Recent headlines...

Rubrik (RBRK) has been on a quiet but steady climb, with the stock up about 28% over the past week and roughly 20% over the past month, catching more investors’ attention. See our latest analysis for Rubrik. Zooming out, Rubrik’s recent surge sits on top of a solid backdrop, with the year to date share price return of 37.62% and a 12 month total shareholder return of 29.66% signaling that momentum is building rather than fading around its $91.31 share price. If Rubrik’s run has you rethinking...

If you have been wondering whether Newmont is still a buy after its big run, you are not alone. This breakdown will walk through whether the current price still stacks up against its underlying value. The stock has climbed 5.0% over the last week, 6.6% over the last month, and is up 145.2% year to date, with a 126.3% gain over the past year that has dramatically changed how the market is pricing its prospects. Recent months have seen a strong tailwind from higher gold prices and renewed...

Gencor Industries (GENC) has just wrapped up FY 2025 with fourth quarter revenue of about $18.8 million and EPS of roughly $0.13, rounding out a year where trailing twelve month EPS reached $1.07 on $115.4 million of revenue. Over the past few quarters the company has seen revenue move from $20.9 million in Q4 2024 to $31.4 million, $38.2 million, $27.0 million, and then $18.8 million, while EPS shifted from $0.10 to $0.26, $0.42, $0.26, and $0.13. This gives investors a clear view of how the...

SailPoint (SAIL) just posted its Q3 2026 numbers, logging revenue of about $282 million with basic EPS of roughly -$0.06, while trailing twelve month figures show revenue of about $1.0 billion and basic EPS of around -$3.59. The company has seen revenue move from about $700 million on a trailing basis in late 2024 to just over $1.0 billion by Q3 2026. Over the same stretch, EPS stayed negative, keeping profitability firmly in focus for investors trying to gauge whether that top line scale can...