U.S. Software Stock News

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...

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...

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?...

Fresh Del Monte Produce (FDP) just signed a long term sourcing partnership with Vietnam based THACO Agri, tying up banana and future pineapple supply to Southeast Asia at a time when industry wide production costs and weather risks are rising. See our latest analysis for Fresh Del Monte Produce. That backdrop helps explain why investors have been quietly re-rating Fresh Del Monte Produce, with the share price up 13.97% year to date and a robust 5 year total shareholder return of 67.02%,...

Recently, Goosehead Insurance President & CEO Mark Miller bought 5,000 additional shares, lifting his ownership to 35,000 shares according to an SEC filing. This insider purchase, combined with fresh but mixed analyst commentary, spotlights growing debate over Goosehead’s broker model, competitive pressures, and growth outlook. Next, we’ll explore how Miller’s increased share ownership could influence Goosehead Insurance’s existing investment narrative and perceived long-term...

Criteo recently reported stronger-than-expected third quarter 2025 results, delivering robust earnings despite challenging market conditions and ongoing shifts in digital advertising. Analysts highlighted Criteo’s exposure to fast-growing areas such as Retail Media and agentic commerce, suggesting its commerce-focused ad infrastructure is gaining relevance with advertisers and partners. We’ll examine how this stronger-than-expected quarterly performance, especially in Retail Media, could...

In November 2025, Central Bancompany, Inc. filed a US$57.43 million shelf registration for 2,500,000 shares of Class A common stock tied to an ESOP offering. Around the same time, Central Bancompany was added to the NASDAQ Composite Index, a change that can broaden its visibility with index-tracking investors. Against this backdrop, we’ll examine how Central Bancompany’s NASDAQ Composite inclusion shapes its investment narrative and potential investor base. AI is about to change healthcare...

Recently, analysts reiterated a positive outlook on West Pharmaceutical Services after the company reported strong quarterly results and raised its guidance, citing resilient demand for its high-value proprietary elastomer components and exposure to GLP-1 therapies. This supportive analyst commentary highlights how West’s mix of specialized injectable packaging and long-term GLP-1 demand may help offset concerns about capital allocation, insider selling during buybacks, and potential...

In its recent earnings report, Adtalem Global Education posted US$462.3 million in revenue, up 10.8% year on year and ahead of analyst estimates, while also beating earnings expectations. However, the company’s full-year revenue outlook only matched analyst forecasts and lagged peers’ guidance updates, tempering enthusiasm around the otherwise strong quarterly performance. Next, we’ll examine how Adtalem’s stronger-than-expected quarter but cautious full-year revenue guidance shapes its...

Avnet (AVT) just delivered quarterly results that beat revenue expectations and came with guidance above estimates, yet the stock slipped, creating an interesting setup for investors watching both fundamentals and sentiment. See our latest analysis for Avnet. Over the past few months, Avnet’s share price has swung from post earnings disappointment to a recent 7 day share price return of 4.4 percent. Its 5 year total shareholder return of 75.45 percent shows that, despite the latest 1 year...

Black Diamond Therapeutics (BDTX) just released topline Phase 2 data for its EGFR inhibitor silevertinib in frontline non small cell lung cancer, while also laying out plans for a randomized Phase 2 trial in newly diagnosed glioblastoma. See our latest analysis for Black Diamond Therapeutics. The latest silevertinib update landed against a choppy backdrop for Black Diamond Therapeutics, with a sharp 1 day share price return of negative 22.03 percent and a 7 day share price return of negative...

Parker-Hannifin (PH) jumped 8% on November 6 after delivering quarterly results that topped Wall Street’s earnings and revenue forecasts, powered by aerospace and defense strength and a rebound in North American industrial demand. See our latest analysis for Parker-Hannifin. That post earnings jump comes on top of a robust 12.6% 1 month share price return and a 38.1% year to date share price gain, while the 3 year total shareholder return of 208.6% underlines that momentum has been building...

Teradata recently presented at the UBS Global Technology and AI Conference 2025 at The Phoenician Hotel in Scottsdale, Arizona, where CFO and Principal Accounting Officer John Ederer outlined the company’s positioning in data, cloud, and AI. This appearance puts Teradata’s financial leadership and AI-focused messaging directly in front of institutional investors, potentially sharpening how the market views its hybrid-cloud and analytics roadmap. We’ll now examine how CFO John Ederer’s...

Cactus (NYSE:WHD) just amended its ABL credit facility, adding a $100 million delayed draw term loan tied to a potential Baker Hughes Pressure Control acquisition, a material move that reshapes both its balance sheet flexibility and growth narrative. See our latest analysis for Cactus. The amended facility and potential Baker Hughes Pressure Control deal arrive as Cactus posts a seven-day share price return of 8.4 percent but a year-to-date share price return of negative 22.9 percent. The...

Northwest Natural Holding (NWN) has quietly built a solid track record, with shares up about 17% over the past year and roughly 15% in the past 3 months, supported by steady earnings growth. See our latest analysis for Northwest Natural Holding. With the share price now at $47.86, that 21.1% year to date share price return and 16.8% one year total shareholder return point to steadily building momentum as investors warm to its regulated growth profile and income appeal. If Northwest Natural’s...

Cabot (CBT) just made a meaningful leadership move by naming long time insider William Masterson to run its Reinforcement Materials segment after the immediate exit of Matthew Wood, and investors are asking what this means for the stock. See our latest analysis for Cabot. The leadership shake up lands at a tricky time for Cabot, with its 90 day share price return of minus 20.34 percent and 1 year total shareholder return of minus 38.59 percent signaling fading momentum despite a much...

Talos Energy recently reported strong Q3 2025 results, delivering a surprise profit and revenue beat for the fifth straight quarter while confirming a major oil discovery at its Daenerys prospect in the Gulf of Mexico. This combination of consistent earnings outperformance and a new Gulf of Mexico find strengthens the company’s production outlook and operational momentum going forward. We’ll now explore how Talos Energy’s surprise Q3 profitability and the Daenerys discovery may reshape its...

Huron Consulting Group (HURN) is back in the spotlight after joining Keyin College, Vantiq, and Newfoundland and Labrador Health Services in a new digital health collaboration under NLHS's 2025 to 2026 Innovation Strategy. See our latest analysis for Huron Consulting Group. Investors seem to be rewarding Huron for exactly these kinds of healthcare and digital transformation wins. The latest share price is $166.23, with a strong year to date share price return of 34.81 percent and a standout...