U.S. Software Stock News

NYSE:DG
NYSE:DGConsumer Retailing

Is It Too Late To Consider Dollar General (DG) After A 108% One Year Surge?

If you are wondering whether Dollar General is still good value after a strong run, this article will walk through what the current share price might be implying about the company. The stock closed at US$148.56 recently, with returns of 2.5% over the past week, an 8.6% gain year to date, a 108.4% return over 1 year, but declines of 31.0% over 3 years and 20.8% over 5 years. Recent news coverage has focused on how Dollar General is positioned within US discount retail and how investors are...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX) Valuation Check After Strong 2025 Results And Confident 2026 Growth Outlook

Equinix (EQIX) has just put a lot on the table for investors. The company reported detailed Q4 and full year 2025 results, raised its quarterly dividend, and issued fresh 2026 revenue guidance. See our latest analysis for Equinix. The strong earnings rebound, higher dividend and confident 2026 guidance have been met with a sharp re-rating, with a 1 month share price return of 19.54% and a 5 year total shareholder return of 53.84%. This suggests momentum has recently accelerated from a higher...
NYSE:HGV
NYSE:HGVHospitality

Is Hilton Grand Vacations (HGV) Pricing Reflecting Its Mixed Returns And DCF Upside Potential

If you are wondering whether Hilton Grand Vacations is attractively priced right now, the key question is how its current share price lines up with its underlying fundamentals. The stock closed at US$45.32 most recently, with returns of a 2.0% decline over 7 days, a 5.7% decline over 30 days, a 0.4% decline year to date, a 7.1% gain over 1 year, a 5.1% decline over 3 years and a 22.3% gain over 5 years. This gives you a mixed picture of shorter term pressure and longer term...
NYSE:CCS
NYSE:CCSConsumer Durables

Assessing Century Communities (CCS) Valuation After Dividend Hike And New Luxury Townhome Launch

Century Communities (CCS) is back on investors’ radar after a 10% quarterly dividend increase to $0.32 per share and news of its first luxury townhome community in St. Johns County, Florida. See our latest analysis for Century Communities. Those moves come as Century Communities’ share price sits at US$72.30, with a 90 day share price return of 23.38% and a 1 year total shareholder return of 2.63%, suggesting recent momentum has picked up after a more modest longer term outcome. If this kind...
NYSE:CXT
NYSE:CXTElectronic

Assessing Crane NXT (CXT) Valuation After Recent Share Price Momentum And Undervaluation Debate

With no single headline event driving attention to Crane NXT (CXT) today, investors are focusing on its recent share performance and business profile, particularly its role in industrial technology for secure payments and authentication. See our latest analysis for Crane NXT. Crane NXT’s 1 day share price return of 3.42% at a closing price of $53.50 sits within a broader pattern where its 30 day share price return of 7.41% contrasts with a 90 day share price decline of 8.69% and a 1 year...
NasdaqGS:IMKT.A
NasdaqGS:IMKT.AConsumer Retailing

Does Ingles' Strong Q1 2025 Earnings Momentum Change The Bull Case For IMKT.A?

Ingles Markets, Incorporated reported past first‑quarter 2025 results to December 27, 2025, with sales rising to US$1,372.98 million and net income to US$28.13 million, lifting diluted earnings per share from continuing operations to US$1.48. The sharp improvement in profitability alongside higher sales highlights how Ingles Markets converted top-line growth into stronger earnings efficiency over the quarter. With that backdrop of stronger earnings per share, we’ll now explore what this...
NYSE:LPG
NYSE:LPGOil and Gas

Why DorianG (LPG) Is Up 7.1% After Bigger Q3 Profit And Cash Returns To Shareholders

Dorian LPG Ltd. reported past third-quarter 2025 results showing revenue of US$119.96 million and net income of US$47.19 million, alongside completion of a US$9.70 million buyback program and the declaration of an irregular US$0.70 per-share dividend. Together, stronger earnings, ongoing share repurchases, and a sizeable irregular dividend highlight the company’s recent emphasis on returning cash to shareholders. We’ll now examine how this stronger quarterly profitability and capital return...
NYSE:BRO
NYSE:BROInsurance

Assessing Brown & Brown (BRO) Valuation After Recent Share Price Weakness

Recent share performance and business snapshot Brown & Brown (BRO) has been on many investors’ screens after a tough stretch for the share price, with returns about 12% lower over the past month and 14% lower over the past 3 months. The insurance broker and services group generates revenue of roughly US$5.8b and net income of about US$1.1b. Its operations span retail, programs, wholesale brokerage, and services across the US and several international markets. See our latest analysis for Brown...
NasdaqGS:BL
NasdaqGS:BLSoftware

A Look At BlackLine (BL) Valuation After Cautious Earnings Guidance And Customer Headwinds

BlackLine (BL) is back in focus after its latest quarterly update, which combined softer customer trends, weaker cash flow and cautious near term guidance with strong bookings, growing enterprise exposure and progress in AI powered products. See our latest analysis for BlackLine. The latest report and cautious earnings guidance have gone hand in hand with a 30 day share price return of 30.63% and a five year total shareholder return of 70.24%, pointing to fading momentum after a long period...
NYSE:BCC
NYSE:BCCTrade Distributors

Assessing Boise Cascade (BCC) Valuation After A Year Of Weak Returns And Recent Share Price Momentum

What Boise Cascade’s recent performance signals for investors Boise Cascade (BCC) has caught investor attention after a mixed stretch in its share performance, with the stock showing gains over the past month and past 3 months but a weaker total return over the past year. See our latest analysis for Boise Cascade. At a share price of US$88.06, Boise Cascade’s 30 day share price return of 5.0% and 90 day share price return of 27.6% sit against a 1 year total shareholder return decline of...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Northern Trust Award Highlights Community Impact And Potential Appeal For ESG Investors

Northern Trust received a Communitas Award for its global community service initiatives. The recognition highlights the firm’s worldwide corporate social responsibility and employee volunteer programs. Northern Trust, listed as NasdaqGS:NTRS, is trading at $144.21, with the share price sitting alongside a value score of 3. Over the past year the stock has returned 32.9%, and over three and five years it has provided returns of 66.2% and 74.9% respectively. For investors, this award adds a...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Assessing Payoneer Global (PAYO) Valuation After Recent Share Price Strength

Recent share performance and business snapshot Payoneer Global (PAYO) has attracted attention after recent share price moves, with the stock last closing at US$5.38. That has come alongside annual revenue of US$1.04b and net income of US$72.37m. See our latest analysis for Payoneer Global. The latest 1 day share price return of 8.66% and 7 day return of 8.81% sit against a 1 year total shareholder return of 48.66% and 5 year total shareholder return of 57.67%. This suggests that recent...
NYSE:GS
NYSE:GSCapital Markets

A Look At Goldman Sachs (GS) Valuation After General Counsel Kathy Ruemmler’s Resignation

Goldman Sachs Group (GS) is back in focus after longtime general counsel Kathy Ruemmler said she will resign, following Justice Department document releases detailing her correspondence and ties with Jeffrey Epstein. See our latest analysis for Goldman Sachs Group. The share price reaction has been sharp in the very short term, with a 1 day share price return of a 4.24% decline taking Goldman Sachs to US$904.55. However, the 90 day share price return of 14.37% and 1 year total shareholder...
NYSE:POST
NYSE:POSTFood

A Look At Post Holdings (POST) Valuation After Profit Beat And Portfolio Moves

Why Post Holdings stock is back in focus Post Holdings (POST) is back on investors' radars after profit in the latest quarter came in ahead of expectations, helped by strong Foodservice volume, better operational efficiency, and growth in value added egg products. See our latest analysis for Post Holdings. The latest quarterly beat, new leadership at Post Consumer Brands, board changes, and a fresh US$500m share repurchase program have come alongside a 13.16% 1 month share price return and a...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku Expands Free Channels And News Hub As Investors Weigh Ad Growth

Roku has added nine new free, ad-supported live channels to The Roku Channel, including branded content such as Pokémon. The company has also rolled out a broader update to its local and national news experience, including easier access to local affiliates and a new "News Near You" feature. These updates expand Roku's free content library and adjust its news offering for users who rely on streaming instead of traditional pay TV. For investors watching NasdaqGS:ROKU, these product moves come...
NYSE:PH
NYSE:PHMachinery

Parker Hannifin Sustainability Report Highlights Emissions Progress And Earnings Resilience

Parker-Hannifin (NYSE:PH) has released its fiscal year 2025 Sustainability Report. The report outlines progress on emissions reduction, clean technology initiatives, and workplace safety. The update provides fresh detail on the company’s environmental and social priorities for stakeholders. Parker-Hannifin’s latest Sustainability Report lands at a time when the stock trades around $982.21 and has seen strong multi year gains, including a 42.9% return over the past year and a 290.8% return...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

FormFactor Rally Faces Valuation Questions As Advanced Test Demand Builds

FormFactor (NasdaqGS:FORM) reported strong quarterly results, with management citing operational improvements and rising demand for advanced semiconductor testing. Company leadership highlighted new product qualifications, particularly around its SmartMatrix architecture, as well as expanding output capacity as key focus areas. Management pointed to growing activity in DRAM and advanced packaging test as important contributors to recent performance. For investors tracking semiconductor test...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

Is DoorDash’s (DASH) Super Bowl Splash a Smart Brand Investment or Just Expensive Buzz?

DoorDash recently ran a high-profile Super Bowl commercial featuring rapper 50 Cent, tying in celebrity “beef” themes with broad promotions such as regional 50% discounts and discounted gift cards to boost engagement with its food and grocery delivery platform. This campaign underscores how DoorDash is leaning on culturally resonant, event-based marketing to deepen brand awareness and reinforce its role in everyday delivery habits. We’ll now examine how this star-powered Super Bowl push, and...
NYSE:RCUS
NYSE:RCUSBiotechs

A Look At Arcus Biosciences (RCUS) Valuation After Recent Share Price Weakness

Why Arcus Biosciences (RCUS) is on investors’ radar Arcus Biosciences (RCUS) has drawn fresh attention after recent trading left the shares around $19.96, with returns showing mixed signals across the past week, month, past 3 months, and year to date. For investors tracking longer term performance, Arcus shows a 1 year total return of 57.17%, alongside a 3 year total return near 3% and a 5 year total return that reflects meaningful volatility over time. See our latest analysis for Arcus...
NYSE:ASH
NYSE:ASHChemicals

Ashland EPA Green Light Puts Agrimer Eco-Coat In Crop Care Focus

Ashland (NYSE:ASH) received US EPA approval for its Agrimer Eco-Coat polymer seed coating. The eco-focused technology is now cleared for commercial use in global agricultural markets. The approval marks an expansion of Ashland's presence in crop care solutions. Ashland, known for specialty materials and chemical solutions, is adding more weight to its agricultural offerings with Agrimer Eco-Coat now cleared for broader use. For investors watching the mix of chemistry and sustainability in...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Is Eos Energy (EOSE) Pricing Reflect Long Term Value After Recent Share Price Swings

If you are wondering whether Eos Energy Enterprises’ share price still reflects its true worth, you are not alone. This article will focus on what the current market price might be implying about the company’s value. The stock recently closed at US$10.79, with returns of 106.3% over the past year, alongside a 4.3% decline over 7 days, a 35.9% decline over 30 days and a 16.8% decline year to date. This pattern suggests shifting market views on its potential and risk. Recent news coverage has...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock (SW) Margin Strain And EPS Volatility Test Bullish Earnings Narratives

Smurfit Westrock FY 2025 earnings snapshot Smurfit Westrock (SW) has wrapped up FY 2025 with fourth quarter revenue of US$7.6b, basic EPS of US$0.19 and net income of US$97m. This is setting the tone for how the full year is being read by the market. The company has seen revenue move from US$7.5b in Q4 FY 2024 to US$7.6b in Q4 FY 2025, while quarterly EPS shifted from US$0.28 to US$0.19 over the same period, against trailing twelve month EPS of US$1.34 and net income of US$699m on revenue of...
NYSE:LTC
NYSE:LTCHealth Care REITs

A Look At LTC Properties (LTC) Valuation After Its Recent Share Price Momentum

Event context and recent stock move LTC Properties (LTC), a US real estate investment trust focused on seniors housing and health care properties, has drawn investor attention recently after a one-month return of about 9.5% and a past three-month return near 8.5%. See our latest analysis for LTC Properties. That recent momentum sits on top of a year-to-date share price return of 12.93% and a 1-year total shareholder return of 20.71%. This suggests sentiment around LTC Properties has been...
NYSE:ITT
NYSE:ITTMachinery

ITT Weighs SPX FLOW Deal As Hidden Liabilities Question Growth Path

ITT (NYSE:ITT) is moving forward with a pending acquisition of SPX FLOW that would significantly expand its industrial capabilities. During the deal process, potential hidden liabilities at SPX FLOW have been disclosed, raising questions about future obligations ITT may assume. These developments arrive as ITT shares trade at $199.11, following multi year gains that include a 35.8% return over the past year and 173.4% over five years. For you as an investor, the combination of a large...