U.S. Software Stock News

Kinder Morgan (KMI) is back in focus after reporting fourth quarter and full year 2025 earnings that topped market expectations, alongside a board approved dividend increase that appears to have supported a recent share price move. See our latest analysis for Kinder Morgan. The strong fourth quarter update, the launch of the Western Gateway Pipeline open season with Phillips 66, and the latest dividend increase appear to tie in with a 30 day share price return of 9.64% and a 1 year total...

Stride (LRN) has just posted Q2 2026 results with revenue of US$631.3 million and basic EPS of US$2.31, while trailing twelve month revenue sits at about US$2.5 billion and EPS at US$7.39. Over recent quarters, revenue has moved from US$587.2 million and EPS of US$2.24 in Q2 2025 to US$631.3 million and EPS of US$2.31 in Q2 2026. The trailing net profit margin is 12.7% compared to 12.3% a year earlier, which points to slightly firmer profitability. Taken together, these figures present a...

Terreno Realty Corporation recently completed and stabilized Building 32 at Countyline Corporate Park Phase IV in Hialeah, Florida, a 164,000-square-foot, 36-foot clear industrial distribution facility that is fully leased to two tenants, with a total investment of US$43.4 million and an estimated stabilized cap rate of 6.0%. This project highlights Terreno Realty’s push to build out a LEED-focused industrial cluster in Miami, where Countyline Phases III and IV together are planned to span...

If you are wondering whether Bausch + Lomb shares offer good value at today's price, it helps to start by looking at what the market has been willing to pay for them recently and how that lines up with the fundamentals we can see. The stock closed at US$16.85 most recently, with a 2.0% decline over the last week, a 1.8% decline over the last month, a 1.6% gain year to date, and a 4.5% decline over the past year. Together, these figures give you a mixed picture of how sentiment has shifted...

If you are wondering whether Biogen's current share price offers good value or if you might be paying too much for its future potential, this article walks through what the numbers are actually saying. Biogen shares closed at US$176.18, with returns of 2.7% over the last 7 days, 0.1% over 30 days, a 0.9% decline year to date, a 22.4% return over 1 year, a 37.9% decline over 3 years and a 33.5% decline over 5 years. This gives a mixed picture for investors weighing recent momentum against...

Evergy (EVRG) has drawn investor attention after recent share moves, with the stock last closing at $76.37. That price reflects a mixed pattern of short term and longer term returns. See our latest analysis for Evergy. Looking beyond the latest move, Evergy’s 30 day share price return of 4.33% contrasts with a flat 90 day share price result. The 1 year total shareholder return of 23.57% and 5 year total shareholder return of 69.60% point to steadier, income supported momentum over time. If...

If you are wondering whether First Horizon's current share price lines up with its underlying worth, you are not alone, and that is exactly what this article will unpack. The stock most recently closed at US$24.42, with returns of 1.2% year to date and 14.5% over the last year. Over the past 5 years it shows a 91.2% return, with a 7 day move of a 0.9% decline and a 30 day return of 2.1%. Recent coverage around First Horizon has focused on its position within the US regional banking sector...

If you are wondering whether Tenet Healthcare's current share price still offers value, this article walks through what the numbers say and how to think about the stock in practical terms. Tenet Healthcare recently closed at US$189.49, with a flat 7 day return, a 5.9% decline over 30 days, a 5.0% decline year to date, and longer term returns of 32.3% over 1 year, 227.5% over 3 years and 280.0% over 5 years. Recent coverage of Tenet Healthcare has focused on its position as a large US...

Teradyne (NasdaqGS:TER) has formed a joint venture with MultiLane to provide test solutions for high speed data connections in AI data centers. The partnership combines Teradyne's global customer reach with MultiLane's expertise in high speed connectivity testing. The joint venture is intended to address growing demand for reliable, high bandwidth links in AI infrastructure. For investors watching NasdaqGS:TER, this move comes as the stock trades around $251.87 and has shown strong recent...

Concentra Group Holdings Parent (CON) has drawn attention after reporting preliminary Q4 and full year 2025 results that exceeded its earlier guidance, along with fresh 2026 outlook figures and updated investor materials. See our latest analysis for Concentra Group Holdings Parent. The latest guidance and buyback update come after a period where the 30 day share price return of 8.22% and year to date share price return of 11.28% contrast with a 1 year total shareholder return decline of...

FB Financial (FBK) is back in focus after fourth quarter results topped analyst earnings expectations. However, weaker organic loan and deposit growth, tied partly to the Southern States Bank acquisition, drew investor concern. See our latest analysis for FB Financial. At a share price of US$58.19, FB Financial has seen a 1 day share price return of 1.94% and a 90 day share price return of 7.74%, while its 1 year total shareholder return of 11.43% and 5 year total shareholder return of 61.88%...

If you are wondering whether PTC at around US$153 per share still makes sense for your portfolio, it helps to look closely at what the current price might be implying about the company. The stock has seen a 6.8% decline over the last 7 days, a 12.5% decline over 30 days and is down 9.8% year to date, with a 20.1% decline over the last year, although the 3 year and 5 year returns sit at 16.0% and 10.2% respectively. These moves come as investors continue to reassess software names in general...

Urban Outfitters recently reported strong operational progress, with comparable store sales rising over the past two years and revenue growth projected to outpace many peers. In addition, substantial insider ownership and very large earnings per share growth supported by share repurchases highlight close alignment between management and shareholders. We’ll now examine how Urban Outfitters’ powerful earnings and sales momentum could influence its broader investment narrative for...

Sandisk extended its manufacturing joint venture with Kioxia through 2034, securing access to advanced 3D flash capacity for AI and data center customers. The company is shifting toward long-term, multi-year supply agreements to address ongoing industry shortages in high-performance storage. These moves reshape Sandisk's business model around more predictable supply and demand for AI-driven memory and storage needs. For investors watching NasdaqGS:SNDK, this JV extension lands at a time...

Carpenter Technology (CRS) opened Q2 2026 with total revenue of US$728 million, basic EPS of US$2.10 and net income excluding extra items of US$105.3 million. This put fresh numbers on a year in which trailing twelve month EPS reached US$8.67 on revenue of US$2.9 billion and net income of US$434.7 million. Over the past year, the company has seen quarterly revenue move from US$676.9 million in Q2 2025 to US$728 million in Q2 2026, while basic EPS stepped up from US$1.67 to US$2.10 and...

RenaissanceRe Holdings overview RenaissanceRe Holdings (RNR) has drawn investor interest after recent trading saw the stock close at US$282.72, with returns of 2.7% over the past day and 4.1% over the past week. Over the past month the share price was broadly flat. Performance over the past 3 months and past year shows positive total returns, set against annual revenue of US$12.2b and net income of US$1.7b. See our latest analysis for RenaissanceRe Holdings. The recent 2.7% 1-day and 4.1%...

Earlier this week, TechnipFMC’s board authorized a US$2.00 billion share repurchase plan, coinciding with heavy institutional activity that made the stock one of the most actively traded names in Euronext pre-market dealings. The scale of the buyback and concentration of institutional flows highlight how capital allocation decisions can quickly reshape liquidity and trading patterns around the company. With TechnipFMC’s new US$2.00 billion buyback at the center of attention, we’ll assess how...

Why Teekay Tankers Stock Is Back in Focus Teekay Tankers (TNK) is back on many investors’ screens after its third quarter 2025 results came in ahead of analyst expectations, with earnings and revenue figures that surprised the market. See our latest analysis for Teekay Tankers. The latest move to a share price of $64.19 comes after Teekay Tankers hit a new 52 week high and posted quarterly figures that outpaced expectations, with the stock showing a 20.73% 30 day share price return and a very...

CSG Systems International (NasdaqGS:CSGS) has extended its multi year contract with DISH Network to provide billing and payment platform services. The agreement continues a decades long relationship and is set to run through 2030. The renewal supports DISH Network’s customer experience goals while keeping CSG at the core of its connectivity operations. For investors watching NasdaqGS:CSGS, this long term renewal with a major client comes as the stock trades at $79.65, with a 1 year return...

Perspective Therapeutics recently reported updated interim data from its ongoing Phase 1/2a trial of lead radiopharmaceutical candidate VMT-α-NET, indicating sustained anti-tumor activity, and issued a business update outlining clinical priorities and manufacturing expansion plans. This combination of early clinical signals and investment in production capacity highlights how the company is positioning VMT-α-NET as a core asset in its radiopharmaceutical pipeline. We’ll now examine how the...

Why Neogen (NEOG) is on investors’ radar today Neogen (NEOG) has captured attention after a sharp move in its share price over the past month, with recent performance prompting investors to reassess how the company’s food and animal safety business is currently valued. See our latest analysis for Neogen. That sharp 30 day share price return of 44.82% and 90 day gain of 65.48% contrast with a weaker picture over longer horizons, where the 1 year total shareholder return is a decline of 11.06%...

Hardman Johnston Global Advisors has fully exited its position in Corteva (NYSE:CTVA) after recent discussions about a possible split of the Seeds and Crop Protection businesses. The investor flagged concerns about the rationale for a separation, the valuation of the shares, and softer agricultural fundamentals. Debate around protecting Corteva's Seeds franchise from risks tied to its Chemicals operations has added to questions about the company’s long term direction. Corteva sits at the...

NewAmsterdam Pharma (NAMS) is back in focus after management reported positive Phase 3 data for its lead drug obicetrapib in cardiovascular and Alzheimer’s disease indications and highlighted an upcoming European regulatory decision. See our latest analysis for NewAmsterdam Pharma. Despite the recent positive clinical headlines, NewAmsterdam Pharma’s 7 day share price return of 9.68% and 90 day share price return of 17.15% point to cooling momentum, while its 1 year total shareholder return...

If you are wondering whether California Water Service Group is reasonably priced or offering hidden value at around US$44.47 per share, this article walks through what the numbers are actually saying. The stock is roughly flat over the last week with a 1.2% decline, modestly positive over the past month at 2.1%, and up 3.5% year to date. However, the 3 year and 5 year returns of 25.5% and 12.2% declines hint at a mixed longer term experience. Recent coverage has focused on California Water...