U.S. Software Stock News

On December 1, 2025, Northwest Bancshares director John P. Meegan purchased 1,500 shares of the bank’s common stock following the release of third-quarter results, which showed earnings per share below analyst expectations but revenue above forecasts. This combination of insider buying, mixed quarterly performance and flagged liquidity pressures is prompting investors to reassess the bank’s risk-reward profile and operational priorities. Next, we’ll examine how Meegan’s insider purchase,...

SmartStop Self Storage REIT (SMA) has drifted lower over the past 3 months even as its revenue and net income growth trends look surprisingly healthy for a storage-focused REIT. That disconnect is where today’s conversation starts. See our latest analysis for SmartStop Self Storage REIT. The recent 90 day share price return of negative 11.6 percent suggests momentum has cooled, even though the year to date share price return is still slightly positive and supported by resilient fundamentals...

Fermi (FRMI) just signed a non binding MOU with hybrid cooling specialist MVM EGI Zrt., teaming up to design advanced water saving cooling for its 11 gigawatt private energy campus in West Texas. See our latest analysis for Fermi. Despite this ambitious cooling partnership, Fermi’s share price return has been under pressure, with a sharp 30 day share price return of minus 47.55 percent and a year to date share price return of minus 54.93 percent. This suggests sentiment is still resetting...

If you are wondering whether Akamai Technologies is quietly turning into a value opportunity while many investors focus on flashier tech names, you are not alone. The stock has climbed 22.2% over the last month even though it is still down 7.8% year to date and 9.7% over the past year. This combination often signals shifting market expectations rather than a simple momentum story. Recent attention has centered on Akamai's evolution from a content delivery network provider into a broader...

RingCentral (RNG) just delivered quarterly results and guidance that cleared expectations, and that is what has the stock back on investors radar, even with ongoing insider selling in the background. See our latest analysis for RingCentral. Even with the latest earnings beat giving the story a lift, the 1 year total shareholder return of negative 26.5 percent and 5 year total shareholder return of negative 91.4 percent show that longer term holders are still deep in the red. As a result, the...

Synovus Financial (SNV) has been quietly grinding higher, with shares up about 11% over the past month even as 1 year returns remain negative, a setup value oriented bank investors often watch closely. See our latest analysis for Synovus Financial. The recent 10.6% one-month share price return has mainly been a catch-up move for Synovus, as the stock is still slightly down year to date while long-term total shareholder returns remain very strong. If Synovus has you rethinking where the next...

Sprinklr (CXM) has just posted another quarter of solid top line and bottom line numbers, with Q2 2026 revenue at about $212 million and basic EPS of roughly $0.05, supported by trailing 12 month revenue of about $821 million and EPS of around $0.47. The company has seen revenue move from roughly $196 million in Q1 2025 to about $212 million in Q2 2026, while basic EPS has ranged from about $0.04 in Q1 2025 to approximately $0.05 in the latest quarter. This sets up a story where profitability...

In recent months, JD.com proposed a EUR2.20 billion acquisition of Germany's Ceconomy, aiming to secure a 22% stake in French e-commerce group Fnac Darty, while engaging with French authorities to ensure the deal complies with local investment rules. At the same time, JD.com's latest quarterly results showed revenue ahead of expectations but weaker profitability due to heavy investment in new ventures such as food delivery, underscoring a clear trade-off between growth ambitions and...

PennyMac Financial Services recently reported an exceptional third quarter, with revenues rising 11.3% year on year to US$637.1 million and earnings surpassing analyst estimates. The company’s 18% return on equity and strong performance across mortgage origination, servicing, and investment management suggest its operating model is holding up well despite broader sector pressures. We’ll now examine how this earnings beat and strong return on equity may influence PennyMac’s existing...

If you are wondering whether Sempra at around $90 a share is still a solid opportunity or if the easy money has already been made, you are not alone in asking whether the current price really reflects its long term value. Despite a soft patch in the short term, with the stock down 3.3% over the past week and 2.0% over the last month, Sempra is still up 4.1% year to date and has delivered 65.2% over 5 years, which quietly signals durable compounding for patient holders. Recent moves in the...

White Mountains Insurance Group (WTM) has quietly outperformed the broader insurance space over the past 3 years, and that kind of steady compounding always invites a closer look at what is driving the story. See our latest analysis for White Mountains Insurance Group. Over the past year, the 30 day share price return of 5.46 percent and 90 day share price return of 12.78 percent suggest momentum is quietly building on top of a three year total shareholder return of 54.92 percent. The latest...

If you are wondering whether Zscaler at around $243 a share is still a smart buy after its massive run over the years, you are not alone. This article is here to unpack that value story with you. The stock is down about 3.3% over the last week and roughly 27.5% over the past month, yet it is still up 34.1% year to date and 18.1% over the last year, with an impressive 113.3% gain over three years. Recent headlines have highlighted Zscaler as a key beneficiary of the long term shift to zero...

If you are wondering whether Ollie's Bargain Outlet Holdings is still a smart buy after its big run, you are not alone. This stock has quietly turned into a serious wealth compounder. Even after a recent pullback of around 5.5% over the last week and 4.8% over the last month, the shares are still up about 9.3% year to date and roughly 18.0% over the past year, with a 148.4% gain over three years and 49.8% over five years. Recent headlines have focused on Ollie's continued store expansion...

Chemours (CC) has quietly outperformed the broader materials sector over the past week, even though the stock is still down sharply over the past year, drawing value focused investors back for another look. See our latest analysis for Chemours. With the share price now at $12.96 and a 7 day share price return of 3.93 percent after a tough year to date decline of 22.44 percent, it looks like sentiment is stabilising rather than accelerating, especially given the 1 year total shareholder return...

Kestra Medical Technologies (KMTS) has quietly delivered a sharp move, jumping about 12% in the latest session even as the stock remains down over the past month but up strongly over the past three months. See our latest analysis for Kestra Medical Technologies. That mix of a 12.21% one-day share price return and a softer 7-day share price return of minus 4.37 percent sits alongside a still impressive 51.88 percent 90-day share price return. This suggests medium-term momentum is building from...

Huntsman (HUN) has reduced its fourth quarter 2025 adjusted EBITDA outlook after an unplanned disruption at its Rotterdam polyurethanes plant, where the larger MDI production line is expected to remain offline until roughly mid December. See our latest analysis for Huntsman. The update comes after a sharp run, with a 1 month share price return of about 32 percent helping Huntsman claw back some ground despite a much weaker year to date picture and deeply negative multi year total shareholder...

In November 2025, Gentex Corporation and The Genie Company announced an agreement to integrate Genie's Aladdin Connect platform into Gentex's HomeLink system, enabling vehicle-based and app-based control of smart-enabled garage doors via the HomeLink cloud. The partnership extends Gentex's connected-car and smart-home footprint by allowing many existing garage doors to become smart-enabled through Genie's retrofit kits, deepening Gentex's role at the intersection of vehicles and home...

Amphenol recently reported record third-quarter 2025 results, with sales rising very large year-on-year and adjusted earnings per share up sharply, largely driven by booming AI data center demand and a strong Communication Solutions segment, while also announcing a 52% increase in its quarterly dividend from January 2026. The company is further reshaping its business mix through aggressive acquisitions, including a pending US$10.50 billion purchase of CommScope’s Connectivity and Cable...

ICL Group Ltd. recently announced a cash dividend of US$0.048 per share (about US$62,000,000 in total), payable on December 17, 2025, with varying Israeli withholding tax rates depending on shareholder residency and type. On top of this payout, an Israeli Supreme Court ruling now requires ICL to pay retroactive Dead Sea water extraction fees from 2018, adding US$70,000,000–US$90,000,000 in one-off costs and higher ongoing operating expenses through 2030. We will now examine how this new...

ITT Inc. recently announced that its Board has appointed director Nazzic S. Keene to succeed Timothy H. Powers as non-executive Board Chair following his retirement, with the transition expected after her election at the May 2026 Annual Meeting of Shareholders. Keene’s background as former CEO of Science Applications International Corporation and her current board roles at Automatic Data Processing Inc. and Caterpillar Inc. adds deeper information technology and M&A integration expertise to...

Nelnet (NNI) has quietly rewarded patient investors, with the stock up about 26% year to date and more than doubling over five years, even as annual revenue recently dipped slightly. See our latest analysis for Nelnet. With the share price now at $133.18 and a year to date share price return of about 26 percent, momentum still looks constructive, while the five year total shareholder return of roughly 101 percent underlines how well the story has played out over time. If Nelnet's steady climb...

Soleno Therapeutics (SLNO) is back on traders’ radar after Wolfe Research launched coverage with a bullish stance, pushing back against short seller driven worries about its lead drug and recent launch stumbles. See our latest analysis for Soleno Therapeutics. The upbeat Wolfe call has helped steady sentiment after a bruising few months. The 1 day share price return of 5.41% has partially offset a 30 day share price return of minus 22.74%, while the three year total shareholder return of...

On December 3, 2025, William Blair initiated coverage on Viridian Therapeutics with an “Outperform” rating, adding to a series of favorable analyst views on the company. This new endorsement from a respected research house strengthens the perception of growing institutional confidence in Viridian’s longer-term prospects. Next, we’ll explore how William Blair’s positive initiation helps shape Viridian Therapeutics’ investment narrative and what it could mean for investors. The end of cancer?...

Herc Holdings has priced a US$1.20 billion private offering of senior unsecured notes, US$600.00 million due 2031 at 5.750% and US$600.00 million due 2034 at 6.000%, and plans to use the proceeds, alongside its ABL facility, to redeem its existing 5.50% senior notes due 2027. This refinancing extends Herc’s debt maturities and slightly increases coupon costs, while keeping obligations unsecured and guaranteed by key domestic subsidiaries, which may influence how investors assess its balance...