U.S. Software Stock News

NasdaqGS:CASH
NasdaqGS:CASHBanks

Is It Time To Reassess Pathward Financial (CASH) After Recent Share Price Strength?

If you are wondering whether Pathward Financial's current share price still offers value, it helps to first see how its market price lines up with what the business might be worth. The stock last closed at US$89.59, with returns of 21.8% over the past month, 24.7% year to date and 14.0% over the last year, which can change how investors think about both upside and risk. Recent news coverage has focused on Pathward Financial's position in the U.S. banking sector and how its business model...
NYSE:NU
NYSE:NUBanks

Is It Too Late To Consider Nu Holdings (NU) After A 232% Three Year Surge?

If you are wondering whether Nu Holdings is still good value after its strong run, you are not alone. The stock has quickly become a talking point for many growth focused investors. The share price recently closed at US$17.41, with total returns of 2.3% over the past week, 2.2% over the past month, 2.3% year to date and 27.6% over the last year, while the 3 year return sits at 232.3%. This naturally raises questions about what is already priced in. Recent news flow has centered on Nu...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Fannie Mae (OTCPK:FNMA) Q3 Net Income Rebound Challenges Persistent Loss Narrative

Federal National Mortgage Association (FNMA) has just posted its FY 2025 third quarter numbers, with revenue of US$7.0b and EPS of US$0.66 setting the tone for the latest update. Over recent quarters, revenue has moved from US$8.0b in FY 2024 Q2 to US$7.4b in Q3 and US$7.8b in Q4, then to US$7.2b in FY 2025 Q1, US$6.5b in Q2 and US$7.0b in Q3. EPS has ranged from US$1.50 in FY 2024 Q2 and US$0.69 in Q3 to close to zero in late 2024 and early 2025, before landing at US$1.19 in FY 2025 Q2 and...
NYSE:UVV
NYSE:UVVTobacco

Is Universal (UVV) Offering An Opportunity After The Recent 10% Share Price Pullback?

If you are wondering whether Universal's share price reflects what the business is worth, or if the market is overlooking something important, this article is for you. The stock last closed at US$52.87, with returns of a 10% decline over 7 days, a 2.6% decline over 30 days, 0.6% year to date, 4.8% over 1 year, 19.1% over 3 years and 36.7% over 5 years. Recent share price moves have brought Universal back onto investors' radar, especially for those reassessing risk and reward at current...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Tower Semiconductor (TSEM) Margin Compression Challenges Bullish High P/E Narrative

Latest Earnings Snapshot Tower Semiconductor (NasdaqGS:TSEM) has posted its FY 2025 third quarter numbers with revenue of US$395.7 million and basic EPS of US$0.48, giving investors a clear read on how the year is shaping up. The company has seen revenue move from US$351.2 million in Q2 2024 to US$395.7 million in Q3 2025, while quarterly basic EPS has ranged from US$0.48 to US$0.49 over that period, alongside trailing 12 month revenue of about US$1.5 billion and basic EPS of roughly US$1.75...
NYSE:XPRO
NYSE:XPROEnergy Services

Could Expro’s New Solus Valve System Subtly Reshape Its Subsea Edge And Moat Narrative (XPRO)?

In early February 2026, Expro unveiled Solus™, a high-debris single shear and seal ball valve system that replaces traditional two-valve subsea well access configurations, offering enhanced safety, flexibility, and reduced complexity for offshore oil and gas operations. By combining shear-and-seal capability in a single NACE-compliant valve already deployed in the Gulf of Mexico and the North Sea, Solus™ underscores Expro’s push toward more efficient subsea intervention and well abandonment...
NasdaqGS:AVAH
NasdaqGS:AVAHHealthcare

What Aveanna Healthcare Holdings (AVAH)'s New CHAP Heart Failure Certification Means For Shareholders

Earlier this week, Community Health Accreditation Partner (CHAP) awarded Aveanna Home Health and Hospice a Disease Program Certification for Heart Failure, recognizing compliance with nationally accepted quality metrics and advanced clinician education standards across its Heartways program. This certification highlights Aveanna’s emphasis on specialized, clinically rigorous heart failure care in the home setting, which could strengthen its position with patients, payers, and referral...
NYSE:PM
NYSE:PMTobacco

Philip Morris International (PM) Valuation Check After Earnings Beat And Higher 2026 Guidance

Why Philip Morris International (PM) Is Back in Focus After Its Latest Earnings Philip Morris International (PM) is back on many investors radar after reporting fourth quarter and full year 2025 results, raising 2026 EPS growth guidance, and highlighting the growing role of smoke free products. See our latest analysis for Philip Morris International. The earnings beat, higher 2026 EPS growth guidance and growing share of smoke free products have coincided with a 12.78% 1 month share price...
NYSE:KO
NYSE:KOBeverage

Coca-Cola’s Q4 Miss, BodyArmor Hit and CEO Shift Might Change The Case For Investing In KO

The Coca-Cola Company has released its fourth-quarter and full-year 2025 results, reporting Q4 sales of US$11,822 million and net income of US$2,271 million, alongside a near US$1 billion impairment on its BodyArmor sports drink brand. The update also confirmed a leadership handover from CEO James Quincey to Henrique Braun and set 2026 guidance for 4% to 5% organic revenue growth and 7% to 8% comparable earnings growth, framing how the business plans to respond to mixed regional trends and...
NYSE:OSK
NYSE:OSKMachinery

How Oshkosh’s 2026 EPS Guidance, Dividend Hike, And Buyback Completion At Oshkosh (OSK) Has Changed Its Investment Story

Oshkosh Corporation recently reported its fourth-quarter and full-year 2025 results, issued 2026 earnings guidance of approximately US$10.90 diluted EPS, raised its quarterly dividend to US$0.57 per share, and confirmed completion of a long-running share repurchase program totaling about US$1.57 billions since 2015. Taken together, these updates highlight how Oshkosh is balancing reinvestment with increasing cash returns to shareholders, while offering clearer visibility into its expected...
NYSE:ALX
NYSE:ALXRetail REITs

Alexander's Balances Weaker Earnings With Buybacks And Rising New York Occupancy

Alexander's Inc. (NYSE:ALX) reported lower quarterly and full year net income and funds from operations. Management highlighted improving New York office occupancy as a key operational development. The CEO pointed to share buybacks as a current priority, reflecting views on the stock's valuation. For investors watching real estate investment trusts, Alexander's sits in an interesting spot. The stock trades at $230.02 and is up 25.6% over the past year and 29.0% over the past three years,...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Assessing Cisco Systems (CSCO) Valuation After A Year Of Strong Shareholder Returns

Cisco Systems stock: recent performance snapshot Cisco Systems (CSCO) has quietly moved higher, with the share price up 15.6% over the past month and 10.5% in the past 3 months, following a 40.1% total return over the past year. See our latest analysis for Cisco Systems. The recent 15.6% 30 day share price return and 12.5% year to date share price return, alongside a 40.1% 1 year total shareholder return, point to momentum building rather than fading for Cisco Systems at its current US$85.54...
NYSE:TTC
NYSE:TTCMachinery

Toro (TTC) Valuation Check After Recent Share Price Momentum And Fair Value Gap

Toro (TTC) has been drawing attention after recent share price moves, with the stock up over the past week, month and past 3 months. Investors are weighing this momentum against the company’s current fundamentals. See our latest analysis for Toro. Looking beyond the recent rally, Toro’s share price has recorded a 39.25% 3 month share price return and a 24.36% year to date share price return, while the 1 year total shareholder return of 28.50% contrasts with a 3 year total shareholder return...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Assessing Medpace Holdings (MEDP) Valuation After Recent Share Price Pullback

Medpace Holdings stock overview Medpace Holdings (MEDP) has recently drawn investor attention after a period of weaker share performance, with the stock showing declines over the past week, month and past 3 months alongside a lower year to date return. See our latest analysis for Medpace Holdings. At a share price of US$423.93, Medpace’s recent pullback, including a 30 day share price return of a 29.25% decline, contrasts with its 1 year total shareholder return of 25.99%. This hints at...
NasdaqGM:MDB
NasdaqGM:MDBIT

Is MongoDB (MDB) Pricing Look Justified After Recent Share Price Volatility?

If you are wondering whether MongoDB's current share price reflects its long term potential, you are not alone. A closer look at its valuation can help frame that question more clearly. The stock last closed at US$364.46, with returns of 8.0% over 7 days, a 12.8% decline over 30 days, a 8.8% decline year to date, a 24.6% gain over 1 year, a 56.1% gain over 3 years, and a 11.3% decline over 5 years. Recent coverage around MongoDB has focused on its position in cloud based databases and how...
NYSE:CCO
NYSE:CCOMedia

Is Clear Channel Outdoor Holdings (CCO) Pricing In Recent Refinancing Moves And Strong Share Momentum

If you are wondering whether Clear Channel Outdoor Holdings at around US$2.37 is priced attractively or already reflects its prospects, you are in the right place. The stock has recently shown strong momentum, with returns of 10.7% over 7 days, 15.6% over 30 days, 11.8% year to date and 76.9% over the past year, as well as 31.7% over 3 years and 11.3% over 5 years. Recent news around Clear Channel Outdoor Holdings has focused on its position in the out of home advertising market, including...
NYSE:TOL
NYSE:TOLConsumer Durables

Is It Too Late To Consider Toll Brothers (TOL) After Its Strong 1 Year Rally

If you are asking whether Toll Brothers at US$161.47 still offers value after a strong run, this article is designed to walk you through that question step by step. The stock has recent returns of 7.3% over 7 days, 9.9% over 30 days, 19.1% year to date and 32.9% over 1 year, while the 3 year return is very large and the 5 year return is just over 2x. Recent coverage has focused on Toll Brothers as a large US homebuilder, with investors watching how it is positioned in the higher end of the...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

A Look At Nexstar Media Group (NXST) Valuation After Strong Recent Shareholder Returns

Nexstar Media Group (NXST) has attracted fresh attention after recent share price moves, with the stock showing double digit total returns over the past year and past 3 months, prompting closer scrutiny from income and value focused investors. See our latest analysis for Nexstar Media Group. The share price has moved to US$240.45 after a 30.94% 90 day share price return, while the 1 year total shareholder return of 65.30% suggests strong momentum rather than a short term spike. If this kind...
NYSE:DLR
NYSE:DLRSpecialized REITs

A Look At Digital Realty Trust’s Valuation As AI Demand And 2026 Guidance Support Record Bookings

Digital Realty Trust (DLR) has put fresh numbers on the table, reporting fourth quarter and full year 2025 results, along with new 2026 guidance, record bookings, and updates tied to AI and cloud demand. See our latest analysis for Digital Realty Trust. The recent earnings release, record bookings, and expanded AI-focused data center footprint appear to sit behind the 10.6% 1 month share price return and strong 3 year total shareholder return of 70.3%, with momentum still building. If this AI...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

JD.com Expands In Europe With JoyExpress To Support Joybuy Growth

JD.com (NasdaqGS:JD) has launched JoyExpress, a new last mile delivery service in Europe. JoyExpress is designed to support the rollout of JD.com's European e-commerce platform Joybuy. The service targets same day and next day delivery through a locally based logistics network. For you as an investor, this move puts JD.com more directly in the mix with established European e-commerce and logistics players, rather than keeping its focus mainly on China. JoyExpress ties JD.com's core strength...
NYSE:WY
NYSE:WYSpecialized REITs

Is Weyerhaeuser (WY) Pricing Fairly After Mixed Returns And New Biocarbon Venture?

If you are wondering whether Weyerhaeuser is offering good value at its current share price, this article will walk you through what the market might be pricing in and what that could mean for you. The stock recently closed at US$27.10, with returns of 1.5% over the last 7 days, 5.2% over 30 days, 13.9% year to date, but a 5.4% decline over 1 year, a 10.0% decline over 3 years and a 3.0% decline over 5 years. These mixed returns set the backdrop for understanding whether the current price...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Hancock Whitney (HWC) Valuation Check After Recent Share Price Momentum And Sabal Trust Acquisition Plans

Event context and recent stock performance Hancock Whitney (HWC) has been drawing fresh attention after its recent share price move, with the stock up about 5% over the past month and about 21% over the past 3 months. See our latest analysis for Hancock Whitney. That recent 30 day share price return of 5.1% and 90 day gain of 21.4% sit alongside a 1 year total shareholder return of 24.6%. This suggests momentum has been building despite some short term pullbacks. If Hancock Whitney’s move has...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

GlobalFoundries (GFS) Earnings Swing To US$438m Profit Tests Bullish Margin Narratives

How GlobalFoundries' Latest Numbers Set the Stage for the Next Chapter GlobalFoundries (GFS) has just posted its FY 2025 first half results, with revenue of US$3.3 billion and basic EPS of US$0.79, against a backdrop of recent trailing 12 month losses and a current share price of US$48.74. The company has seen revenue move from US$3.2 billion in the first half of 2024 to US$3.3 billion in the first half of 2025, while EPS shifted from US$0.52 to US$0.79 over the same periods. This sets up a...
NYSE:RNG
NYSE:RNGSoftware

RingCentral (RNG) Is Up 6.4% After Joining Key S&P Indexes Has The Bull Case Changed?

RingCentral, Inc. (NYSE: RNG) was recently added to the S&P SmallCap 600, the S&P 600 Information Technology sector index, and the broader S&P Composite 1500, following its replacement of Hillenbrand Inc. after that company’s pending acquisition by Lone Star Funds. This index inclusion broadens RingCentral’s exposure to institutional investors and index-tracking funds, potentially increasing trading liquidity and embedding the stock more deeply into benchmarked portfolios. With RingCentral...