U.S. Software Stock News

Flagstar Bank National Association (FLG) has quietly put together a solid run, with the stock up around 18% over the past month and nearly 40% this year, catching the attention of value-focused bank investors. See our latest analysis for Flagstar Bank National Association. The latest move takes Flagstar’s share price to 12.88 dollars. That strong year to date share price return sits awkwardly against a three year total shareholder return that remains deeply negative, suggesting sentiment is...

Phillips Edison (PECO) has quietly slipped about 9% over the past year, even as its grocery anchored shopping centers keep generating steady rent and growing revenue. That disconnect is what makes the stock interesting now. See our latest analysis for Phillips Edison. At around $34.51, the stock has seen a soft patch recently, with a roughly 6.6% year to date share price decline. Its three year total shareholder return of about 16% points to steady, if unspectacular, compounding rather than...

Tesla recently partnered with XPEL to offer OEM-approved window tinting, ordered via the Tesla app and fulfilled on XPEL’s website, combining official tint options with a joint warranty that covers reinstallation when glass is replaced under Tesla’s vehicle warranty. This collaboration signals a meaningful deepening of XPEL’s relationships with major automakers, potentially reinforcing its position in factory-endorsed aftermarket vehicle protection. We’ll now examine how this OEM-approved...

Worthington Steel (WS) has quietly put together a steady run, with the stock up about 12% over the past month and 14% in the past 3 months, despite a weaker 1 year return. See our latest analysis for Worthington Steel. That recent 30 day share price return of just over 12 percent and the 90 day gain of about 14 percent suggest momentum is improving, even though the 1 year total shareholder return remains firmly negative. This indicates that sentiment has only recently started to turn. If you...

Wondering if Digital Realty Trust is actually a bargain at today’s price, or just another pricey data center REIT dressed up in AI hype? Let us unpack what the market is really paying for here. After a recent close around $163.78, the stock is up 4.7% over the last week but still down 3.6% over 30 days and 7.5% year to date, despite a strong 68.1% gain over 3 years and 50.8% over 5 years. Recent price moves have been driven by ongoing enthusiasm for data center and AI infrastructure, with...

Virco Mfg (VIRC) just turned in a softer Q3 2026, with revenue of about $47.6 million and a basic EPS loss of roughly $0.08, even as its trailing twelve month revenue held at around $201.9 million alongside EPS of about $0.24. Over the past several quarters the company has seen quarterly revenue swing from $108.4 million in Q2 2025 to $92.1 million in Q2 2026 and $47.6 million in the latest quarter, while EPS has moved from a high of $1.04 to $0.65 before slipping into the red. This sets up a...

Wondering if Leidos Holdings is still a smart buy after its big run, or if the easy money has already been made? This breakdown will help you decide whether the current price still offers value. The stock trades around $185.62 after a modest pullback of 1.5% over the last week and 5.8% over the last month. It is still up 29.5% year to date and 17.0% over the last year, with a 78.8% gain over three years and 89.8% over five years. Recent moves have been shaped by steady contract wins in...

PAR Technology (PAR) has quietly slid over the past year, with the stock now trading more than 50% below its year to date level, even as annual revenue and earnings trends improve. See our latest analysis for PAR Technology. That slide reflects a sharp reset in sentiment, with the share price now at $33.51 after a 90 day share price return of negative 28.49 percent and a one year total shareholder return of negative 56.59 percent. This comes despite a still solid three year total shareholder...

Earlier this month, Citigroup initiated coverage on Matador Resources with a new Buy rating, joining a field of 21 brokerage firms that collectively rate the company as Outperform. This fresh coverage underscores how Matador’s upstream oil and gas operations are drawing increased institutional attention within the broader energy extraction landscape. We’ll now explore how Citigroup’s new Buy rating may influence Matador’s existing investment narrative built around Delaware Basin...

In the past quarter, Credo Technology Group Holding Ltd reported a jump in revenue to US$268.03 million and moved from a small loss to US$82.64 million in net income, with earnings per share turning positive on both a basic and diluted basis. Alongside these stronger results, Credo issued higher third-quarter fiscal 2026 revenue guidance of US$335 million to US$345 million, signaling management’s confidence in continued demand for its high-speed connectivity solutions. With revenue and...

Earlier this month, RadNet, Inc. filed a new omnibus shelf registration and closed a US$5.85 million shelf takedown covering 73,567 common shares for potential resale by existing stockholders, alongside registration capacity for preferred stock, debt securities, warrants, subscription rights, and units. While this move does not alter RadNet’s operating performance, it signals increased flexibility for existing holders to sell, which can influence how investors think about future share...

Wondering if Agilent Technologies is quietly becoming good value, or if the market is still pricing in too much optimism? Let us unpack what the current share price really implies, in plain language. The stock has slipped recently, down 5.1% over the last week and 2.9% over the last month, even though it is still up 6.8% year to date and roughly flat over the last year. Recent headlines have focused on Agilent sharpening its focus on high growth areas like diagnostics, life sciences tools,...

51Talk Online Education Group (NYSEAM:COE) opened its Q3 2025 update with Q2 numbers that underscored the current earnings picture, posting revenue of about $20.4 million and a basic EPS loss of roughly $0.52. The company has seen revenue move from $10.96 million in Q2 2024 to $20.4 million in Q2 2025 while EPS remained negative over that stretch, setting the stage for investors to focus squarely on how efficiently that extra top line is translating into margins. See our full analysis for...

In late November and early December 2025, Taboola announced that BuzzFeed Asia will deploy its DeeperDive GenAI answer engine across key Southeast Asian markets and that LG Ad Solutions will use Taboola’s Realize platform and inventory to power Performance Enhancer, a performance-focused, cross‑channel TV and digital advertising solution. Together, these moves show Taboola pushing further into GenAI-powered publisher tools and connected TV performance advertising, aiming to link premium...

Recursion Pharmaceuticals (RXRX) has been quietly regrouping after a tough year in the market, with the stock edging higher over the past week and month even as its year-to-date return stays deep in the red. See our latest analysis for Recursion Pharmaceuticals. That recent 7 day share price return of 10.78 percent and a 30 day share price gain of 4.55 percent suggests momentum is tentatively rebuilding, even though the year to date share price return and 1 year total shareholder return...

Alight, Inc. has announced that Rohit Verma, currently president and CEO of Crawford & Company, will become its chief executive officer and join its board on January 1, 2026, succeeding Dave Guilmette, who will step down on December 31, 2025. Investors are focused on how Verma’s history of reshaping business models and emphasizing client-centric operations could influence Alight’s transformation and growth ambitions. Next, we’ll explore how Verma’s appointment as incoming CEO may influence...

Gold Royalty Corp. recently filed a follow-on equity offering of its common shares and restructured its $70 million deal’s underwriting group, while previously expanding and extending a revolving credit facility to US$75 million with an accordion feature up to an additional US$25 million. Together, the equity raise and larger, longer-dated credit facility point to a company focused on bolstering liquidity to fund future acquisitions and investments in its royalty portfolio. Next, we’ll...

Duolingo (DUOL) just saw its top brass step in as buyers, with Chairman Luis von Ahn and other executives adding tens of thousands of shares, even as the stock lags and AI fears weigh on sentiment. See our latest analysis for Duolingo. That insider buying comes after a difficult stretch, with Duolingo’s 1-year total shareholder return down sharply, even though the 3-year total shareholder return remains very strong. At the same time, recent 7-day share price momentum has turned positive...

Why Avery Dennison Is Back On Investors Radar Avery Dennison (AVY) has quietly outperformed the broader market over the past quarter, with shares up about 7% and roughly flat year to date. This performance is inviting a closer look at what investors might be pricing in. See our latest analysis for Avery Dennison. That recent 2.5% one day share price gain and 7.5% 90 day share price return suggest momentum is firming up again, even though the one year total shareholder return is still negative...

Intapp (INTA) is back in the spotlight as it heads to present at the UBS Global Technology and AI Conference in Scottsdale, a timely stage given growing enthusiasm around its recurring revenue engine. See our latest analysis for Intapp. The upcoming UBS appearance comes after a choppy stretch for the stock, with a roughly 13 percent 1 month share price return, a steep year to date share price decline, and a still impressive 3 year total shareholder return. This suggests that long term...

DigitalOcean Holdings recently presented at the UBS Global Technology and AI Conference 2025 in Scottsdale, shortly after announcing the departure of Chief Product and Technology Officer Bratin Saha in November. Alongside this leadership change, DigitalOcean’s Paperspace acquisition and added data center capacity highlight an intensified push into AI-focused cloud infrastructure for developers and small businesses. We’ll now explore how DigitalOcean’s accelerated AI infrastructure push,...

Summit Therapeutics recently reported that its experimental cancer drug ivonescimab outperformed Merck’s Keytruda in a prior clinical trial, boosting optimism about its potential. This enthusiasm is tempered by concerns that limited diversity in the trial population could affect how regulators assess ivonescimab’s real-world applicability. We’ll now examine how ivonescimab’s encouraging trial results, alongside lingering regulatory questions, shape Summit Therapeutics’ evolving investment...

On December 3, 2025, 10% shareholder Wang David H reported selling 130,000 ACM Research shares for about US$4.36 million, as disclosed in a federal securities filing. This sizeable insider sale highlights a meaningful shift in ownership that many investors track as a potential signal of changing insider sentiment. We’ll explore how this significant insider sale by a major shareholder could influence ACM Research’s existing investment narrative and risk profile. The latest GPUs need a type of...

In early December 2025, Energizer Holdings outlined its latest operational and sustainability efforts and discussed its outlook at the Morgan Stanley Global Consumer & Retail Conference, while Director Donal Mulligan bought 15,000 company shares. This combination of insider buying and refreshed public commentary on risks, innovation, and global operations offered investors fresh signals about management’s confidence and priorities. We’ll now explore how Mulligan’s insider purchase shapes...