U.S. Software Stock News

Wondering if Photronics is still a smart buy after its big run, or if you are late to the party? This breakdown will help you decide whether the current price really matches the company’s underlying value. The stock has been on a tear, jumping about 50.4% over the last week, 61.7% over the past month, and delivering 51.2% year to date, with longer term returns of 37.1% over 1 year, 110.9% over 3 years, and 224.9% over 5 years. Recent market attention has centered on Photronics as investors...

In June 2025, Revolution Medicines announced that the US FDA granted Breakthrough Therapy Designation to its oral RAS(ON) inhibitor daraxonrasib for previously treated metastatic pancreatic ductal adenocarcinoma patients with KRAS G12 mutations, based on emerging clinical data. This designation not only aims to speed development and review, but also highlights Revolution Medicines’ specialized position in tackling RAS-driven cancers, an area with significant unmet need. Next, we’ll explore...

National Beverage (FIZZ) just posted Q2 2026 results with revenue of $288 million and basic EPS of $0.50, alongside net income of about $46 million that keeps profitability in focus for shareholders. The company has seen quarterly revenue move from $291 million in Q2 2025 to $288 million this quarter, while basic EPS has hovered around the $0.48 to $0.50 range over that span, giving investors a fairly consistent read on earnings power. With net income holding in the mid $40 million range and...

In recent months, Unity Software reversed its controversial runtime fee, returned to a subscription billing model, delivered stronger-than-expected quarterly earnings, and attracted a series of analyst upgrades and fresh interest in its AI-powered advertising and real-time 3D tools. At the same time, investors are weighing this renewed enthusiasm against issues like past share dilution, ongoing operating losses, and softer billings, creating a nuanced picture of Unity’s progress and...

Chewy (CHWY) just delivered a stronger than expected third quarter, then followed it up by tightening and slightly raising its full year outlook, signaling more confidence in its growth and efficiency story. See our latest analysis for Chewy. Even with the upgraded guidance and recurring revenue momentum, Chewy’s recent 90 day share price return of negative 5.54 percent and year to date share price return of negative 3.34 percent show that sentiment is still resetting after earlier optimism,...

Wondering if Intel at around $37.81 is still a smart buy after its big run, or if the easy money has already been made? Let us cut through the noise and focus on what the numbers actually say about value. Despite dropping 8.7% over the last week and slipping 0.2% over the past month, Intel is still up an impressive 87.0% year to date and 85.9% over the last year, while its 3 year gain of 45.7% contrasts with a 5 year decline of 11.9%. Much of this volatility has been driven by shifting...

Why Amicus Therapeutics Stock Is Back on Investors Radar Amicus Therapeutics (FOLD) has quietly put together a strong rebound, with the stock up roughly 12% this month and more than 32% over the past 3 months, drawing fresh attention. See our latest analysis for Amicus Therapeutics. That recent 6.57% one day share price move, on top of a 30 day share price return of 12%, has pushed Amicus back toward the upper end of its yearly range. This suggests momentum is rebuilding even though the five...

Host Hotels & Resorts, Inc., the largest US lodging REIT, recently declared a regular quarterly cash dividend of US$0.20 per share and a special dividend of US$0.15 per share, payable on January 15, 2026, to shareholders of record as of December 31, 2025, bringing total 2025 dividends to US$0.95 per share. This combination of a maintained regular payout and an extra year-end dividend highlights the REIT’s emphasis on returning cash to investors alongside its hotel portfolio reinvestment...

Patria Investments (PAX) has quietly rewarded patient shareholders, with the stock up about 7% over the past month and roughly 12% in the past 3 months, outpacing many diversified financial peers. See our latest analysis for Patria Investments. Zooming out, Patria’s 1 year total shareholder return of about 35%, backed by a strong year to date share price return near 42%, suggests momentum is building as investors warm to its expanding private markets platform and earnings growth story. If...

In early December 2025, GitLab reported third-quarter results showing revenue rising to US$244.35 million year on year, alongside a shift from a US$29.1 million net profit to a US$8.28 million net loss and updated guidance calling for full-year 2026 revenue of about US$946 million–US$947 million. On the same day, GitLab also named veteran finance leader Jessica Ross as its incoming CFO, a move that could influence how the company balances rapid top-line growth with its widening losses and...

Walmart (WMT) just turned a page by shifting its listing to Nasdaq, as it delivered stronger earnings, faster e commerce growth, and fresh upgrades to its holiday delivery network and full year outlook. See our latest analysis for Walmart. Against that backdrop, Walmart’s momentum has been hard to ignore, with a roughly 13% 1 month share price return and a near 30% year to date share price gain, while its 3 year total shareholder return above 150% shows investors have been steadily rewarding...

If you are wondering whether Kinder Morgan is still attractively priced today or if most of the upside is already reflected in the share price, this article will walk through what the numbers indicate about its current valuation. The stock has pulled back recently, with shares down around 3.7% over the last week and 1.0% over the past month, but longer-term holders are still sitting on gains of 78.2% over 3 years and 151.6% over 5 years. Recent moves have been influenced by ongoing debates...

Market context for First Horizon First Horizon (FHN) has quietly outperformed many regional peers this year, with the stock up about 20% over the past year and nearly 8% in the past month. This performance invites a closer look. See our latest analysis for First Horizon. With the share price now at $23.59 and a 1 month share price return of just over 8 percent, that recent momentum builds on a solid 1 year total shareholder return above 20 percent. This hints that investors are gradually...

Insulet (PODD) just picked up FDA 510(k) clearance for a major Omnipod 5 algorithm upgrade, adding a lower 100 mg/dL glucose target and smoother automation that could quietly reshape expectations for its growth story. See our latest analysis for Insulet. Even after the FDA news and upbeat commentary around faster EPS growth, Insulet’s share price return has cooled in recent weeks, with the stock now at $295.70. However, its positive year to date share price return and solid five year total...

Wondering if Freeport McMoRan at around $47 is still a smart way to play copper and gold, or if most of the upside is already priced in? You are not alone; this stock attracts a lot of valuation focused investors. Over the last week the share price is up 4.8%, roughly 13.3% over the past month, and it has climbed 25.1% year to date, with longer term gains of 15.7% over 1 year, 28.9% over 3 years, and 105.5% over 5 years. These returns naturally raise questions about what is already baked...

Unum Group recently announced that its Board of Directors authorized a new share repurchase program of up to US$1,000 million, alongside completing a US$300 million senior notes offering due in 2035 to support capital flexibility. The combination of a sizable new buyback authorization and added debt financing underscores management’s willingness to deploy capital toward shareholder returns while maintaining balance-sheet optionality. We’ll now examine how Unum’s newly authorized US$1,000...

Wondering if NIKE at around $67 is a bargain in disguise or a value trap in plain sight? This article will cut through the noise and focus squarely on what the numbers say about its true worth. Despite a rough longer term run, with the stock down 32.8% over 3 years and 47.2% over 5 years, NIKE has shown a bit of life recently, gaining 2.4% over the last week and 5.1% over the last month, even though it remains down 8.4% year to date and 10.6% over the past year. Recent headlines have...

TJX Companies (TJX) is back in the spotlight after a wave of upbeat analyst calls, fresh Buy coverage, and a reaffirmed dividend, all landing as the stock trades around record highs. See our latest analysis for TJX Companies. Those bullish calls are landing on a stock that has already been trending higher. The latest share price is $156.14 and a strong year to date share price return has helped to reinforce a three year total shareholder return above 100 percent, suggesting momentum is still...

Earlier this month, PepsiCo outlined a multi-year turnaround plan shaped with activist investor Elliott Management, including cutting nearly 20% of its U.S. SKUs, closing manufacturing plants, reviewing its North American supply chain, and guiding to roughly flat 2025 earnings before targeting margin expansion and higher core EPS growth in 2026. At the same time, PepsiCo is shifting toward affordability and innovation, lowering some prices, launching products with simpler ingredients, and...

Wondering if Victoria's Secret at around $54 a share is a comeback story worth paying up for, or a brand trading ahead of its true value? This breakdown is designed to help you answer that. After climbing 11.1% over the last week, 54.0% over the past month, and 34.8% year to date, the stock is now up 11.9% over the last year and 42.4% over three years. This naturally raises the question of whether the market is getting ahead of itself. Investors have been reacting to a mix of headline...

Earlier this month, Barclays upgraded Cboe Global Markets to Overweight, citing the company’s healthy growth in index options, rising retail options activity, and its sharpened focus on core derivatives while selling sub-scale businesses in regions such as Australia and Canada. Barclays also highlighted Cboe’s plan to extend Russell 2000 Index options to nearly 24-hour trading from February 2026, underscoring how expanded access to proprietary index products is becoming central to the...

Qfin Holdings (QFIN) is back on investors radar after fresh research highlighted it as a rare bright spot in China fintech, with its capital light, fee driven model standing out against broad sector pessimism. See our latest analysis for Qfin Holdings. Despite that upbeat narrative, the 30 day share price return of negative 14.8% and year to date share price return of negative 48.8% show sentiment is still fragile. This is true even though the 3 year total shareholder return of 28% and 5 year...

If you are wondering whether Citigroup is still a value play after such a big run, or if you have already missed the boat, you are in the right place to break that down calmly and clearly. The stock has climbed 2.7% over the last week, 8.7% over the last month, and an impressive 59.9% year to date, with a 61.8% gain over the past year and a massive 181.1% rise over three years. This performance has clearly shifted how the market views its risk and reward profile. Recent headlines have...

If you are wondering whether Vertiv Holdings Co is still a buy after its big run, you are not alone. This breakdown is going to focus squarely on what the current share price really implies about future returns. The stock has cooled off recently, down 14.7% over the last week and 7.0% over the past month, but it is still up 36.3% year to date and an eye catching 1131.2% over three years. This naturally raises the question of how much upside might be left versus the risk of a pullback. Behind...