U.S. Software Stock News

TETRA Technologies (TTI) has caught investor attention after recent share price moves, with the stock showing strong momentum over the past month and past 3 months. This has prompted fresh interest in its valuation and fundamentals. See our latest analysis for TETRA Technologies. That recent momentum sits within a much bigger move, with a 30 day share price return of 24.61% and a 90 day share price return of 49.67%, alongside a 1 year total shareholder return of 129.39% and a 5 year total...

Why nLIGHT (LASR) is back on investors’ radar nLIGHT (LASR) lifted its fourth quarter 2025 revenue outlook to US$78 million to US$80 million, above its prior range, with management pointing to continued strength in Aerospace & Defense demand. See our latest analysis for nLIGHT. The raised revenue outlook has arrived alongside strong recent trading momentum, with the share price returning 19.99% over the past 30 days and 49.00% over 90 days. The 1 year total shareholder return of roughly 3x...

Alaska Air Group (ALK) is back in focus after a bearish thesis on public forums highlighted reported weaknesses in its loyalty program, technology controls, and governance, including mileage-account hacks discussed throughout 2025. See our latest analysis for Alaska Air Group. Those loyalty and governance concerns are landing at a time when the share price has been under pressure, with a 1 month share price return of 8.46% and a 1 year total shareholder return of a 30.89% decline. This...

Enovix recently announced past and upcoming leadership changes in its operations team, including the planned February 2026 retirement of its COO and the elevation of high-volume manufacturing experts as it prepares to ramp mass production for smartphone, smart eyewear, and defense batteries. Independent third-party testing also confirmed that Enovix’s AI-1 smartphone battery delivers 935 Wh/L volumetric energy density, materially ahead of a leading commercial silicon-doped rival and...

If you are wondering whether Lowe's Companies at around US$268 per share looks compelling or stretched, you are not alone, and the answer depends heavily on how you think about value. The stock has seen mixed recent returns, with a 2.1% decline over the last 7 days, an 11.6% gain over the past month, and returns of 8.7% year to date, 4.0% over 1 year, 37.9% over 3 years, and 69.6% over 5 years. These moves have kept Lowe's in focus for investors weighing whether the long term track record...

Buckeye Health Plan, a Centene company, has partnered with Tuesday Health to expand palliative care services for Ohio residents with serious illness. The collaboration focuses on improving support for complex patient needs within Medicaid and Medicare Advantage populations. The move aligns with Centene's broader push to refine care models for vulnerable groups across its health plan portfolio. For investors watching NYSE:CNC, this development ties directly to Centene's core role in...

Why Brookfield Infrastructure Partners (BIP) is on investors’ radar today Brookfield Infrastructure Partners (BIP) has drawn fresh attention after recent share price moves, with the units closing at US$34.29 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for Brookfield Infrastructure Partners. The recent 1 day share price decline of 2.45% to US$34.29 comes after a relatively steady few months, while a 1 year total shareholder return of 11.41%...

If you are wondering whether Norwegian Cruise Line Holdings is priced attractively right now, this article walks through what the current share price could mean for value focused investors. The stock last closed at US$20.37, with returns of a 14.5% decline over 7 days, an 11.6% decline over 30 days, a 10.6% decline year to date, a 24.7% decline over 1 year and a 32.0% gain over 3 years, as well as a 13.9% decline over 5 years, which raises questions about how the market is reassessing its...

In January 2026, Revvity issued revenue guidance indicating expected fourth-quarter 2025 sales of approximately US$772 million and full-year 2025 revenue of about US$2.86 billion, alongside mid-single-digit reported and organic growth versus the prior year. Separately, Revvity announced a collaboration with Eli Lilly to integrate Lilly’s TuneLab AI models into the Revvity Signals platform, aiming to broaden access to advanced, privacy-preserving AI tools for drug discovery across the biotech...

Teledyne Technologies (TDY) is back in focus after its imaging hardware successfully launched on NASA’s BlackCAT CubeSat mission, just as investors look ahead to the company’s Q4 2025 earnings report this week. See our latest analysis for Teledyne Technologies. Teledyne’s recent contract wins in defense imaging, its BlackCAT CubeSat success and investor outreach at the Needham Growth Conference have arrived alongside a 30 day share price return of 11.02% and a 1 year total shareholder return...

Options jitters and a 10% slide put PDD in focus PDD Holdings (PDD) shares recently fell 10.08% as options trading turned cautious ahead of the March 19 earnings report, with heavier put activity and bursts of call volume signaling disagreement about what comes next. See our latest analysis for PDD Holdings. That options driven pullback comes after a tougher stretch, with the share price down 19.68% over 90 days and 9.75% year to date, while the 1 year total shareholder return is roughly flat...

Interactive Brokers Group launched stablecoin account funding for global clients, allowing deposits to be credited around the clock. The move gives customers quicker access to trading, including outside traditional banking hours and across borders. The new funding option aims to reduce delays and friction tied to international wire transfers. Interactive Brokers Group, trading as NasdaqGS:IBKR, is rolling out this stablecoin funding feature as its shares trade around $71.51. The stock shows...

Sprouts Farmers Market has faced multiple securities class action lawsuits over allegedly overstated growth claims, even as it continues to highlight rapid store expansion, strong same-store sales trends and prepares to report its fourth-quarter and full-year 2025 results on February 19, 2026. This combination of legal scrutiny and an ambitious growth rollout, funded with solid cash flows and supported by a sizable buyback program, is creating a complex backdrop for investors assessing the...

Earlier in January 2026, Ultragenyx Pharmaceutical raised its 2025 total revenue guidance to a range of US$672,000,000 to US$674,000,000, indicating approximately 20% growth versus 2024 and exceeding its prior guidance range. This higher outlook, shared around the time of management’s presentation at the 44th Annual J.P. Morgan Healthcare Conference, signals increased confidence in the company’s rare disease portfolio and commercial execution. Next, we’ll explore how Ultragenyx’s higher 2025...

Event context and recent share performance Viper Energy (VNOM) has drawn investor attention after a year in which the stock showed a 21.3% total return decline, alongside shorter term moves over the past week, month, and past 3 months. With the shares last closing at US$37.28, and recent annual revenue of US$1.13b and net income of US$244.25m, many investors are rechecking how this royalty focused oil and gas name fits into their broader energy exposure. See our latest analysis for Viper...

Ciena recently highlighted continued benefits from rising network traffic, cloud adoption and bandwidth demand, supported by a robust outlook, a US$5.00 billion backlog and the 2025 acquisition of Nubis to bolster high-performance, low-power interconnects for AI workloads. An interesting angle is how Ciena’s mix of AI-focused interconnect technology and cost-control efforts could reshape its role in future data center infrastructure. We’ll now examine how Ciena’s AI-focused Nubis acquisition...

CrowdStrike Holdings (NasdaqGS:CRWD) is acquiring SGNL and Seraphic Security to expand its identity security and browser protection capabilities. The company is growing its Global Data Sovereignty initiative with new in country cloud deployments in Saudi Arabia, India, and the UAE. CrowdStrike has launched a partnership with Nord Security to bring AI powered cybersecurity tools to small and midsize businesses. CrowdStrike builds cloud based cybersecurity tools that help customers protect...

If you are wondering whether Incyte's recent share price puts it at a bargain or a stretch, this article walks through what the numbers are currently saying about value. Incyte's stock closed at US$102.62, with a 39.7% return over the last year and 22.7% over three years, while short term moves have been muted with a 0.8% decline over 7 days, a 0.1% decline over 30 days, and a 1.2% return year to date. Recent attention on Incyte has centered on how its product portfolio and pipeline updates...

In January 2026, Citigroup reported higher full-year net interest income and net income for 2025, while continuing sizable share repurchases totaling about US$14.35 billion and issuing multiple new callable senior and subordinated notes across various maturities. Alongside these capital actions, management signaled that its multi-year transformation is more than 80% complete and reaffirmed confidence in U.S. economic resilience, framing Citi’s balance sheet reshaping as part of a broader...

If you are wondering whether IDEAYA Biosciences' current share price fairly reflects its potential, this article will walk through what the numbers are actually saying about value. The stock last closed at US$35.75, with returns of 1.9% over 7 days, 6.6% over 30 days, 5.6% year to date, 54.4% over 1 year, 111.8% over 3 years and 103.0% over 5 years, which will naturally have some investors reassessing the balance between opportunity and risk. Recent news coverage has focused on IDEAYA...

On Holding (ONON) drew fresh attention after Goldman Sachs upgraded the stock, citing recent holiday demand, strength in China sales, and the potential for margin improvement as key supports for renewed investor interest. See our latest analysis for On Holding. Even with the Goldman Sachs upgrade, recent trading has been choppy, with a 1-month share price return of 9.16% and a 7-day share price return of a 6.64% decline. The 3-year total shareholder return of 102.48% contrasts sharply with...

Why tariffs and competition are suddenly in focus for Trade Desk investors Trade Desk (TTD) is back on investors’ radar after President Trump threatened a 10% tariff on European goods, a move that could pressure ad budgets for export heavy clients using its platform. See our latest analysis for Trade Desk. Those tariff headlines have hit just as Trade Desk contends with Kokai transition growing pains and tougher competition from Amazon, with the share price at $34.15 and a 1 year total...

McEwen (MUX) has put its Grey Fox Project in Timmins, Ontario in focus after reporting its year-end 2025 mineral resource estimate, featuring 1.9 million Indicated and 436,000 Inferred gold ounces. See our latest analysis for McEwen. The Grey Fox update comes after a busy start to 2026, including final drill results at the newly acquired Tartan Mine Project in Manitoba. It lands at a time when McEwen’s share price has gained 7.27% over one day, 26.56% over 30 days, and 31.10% year to date,...

If you are wondering whether Open Text is attractively priced today, the recent share moves and current valuation score give you a lot to work with. The stock closed at US$28.80, with a 13.0% decline over the last 7 days and a 13.7% decline over the last 30 days, while the 1 year return stands at 5.3% and the 5 year return at 29.3% decline. These price moves sit against a backdrop of ongoing attention on large software providers and their ability to keep delivering reliable cash flows and...