U.S. Software Stock News

If you are wondering whether Coupang's current share price reflects its true value, you are not alone. This article focuses squarely on that question. The stock last closed at US$18.25, with returns of a 5.7% decline over 7 days, a 19.7% decline over 30 days, a 21.9% decline year to date and a 23.4% decline over 1 year, while the 3 year return sits at 17.4%. Recent headlines around Coupang have focused on its position as a major South Korean e-commerce platform listed in the US and how its...

CVS Health (CVS) closed out FY 2025 with fourth quarter revenue of US$105.1 billion, Basic EPS of US$2.32 and net income of US$2,943 million, following a year in which trailing twelve month revenue reached US$399.8 billion, Basic EPS stood at US$1.40 and net income was US$1,768 million. The company has seen quarterly revenue move from US$96.9 billion in Q4 2024 to US$105.1 billion in Q4 2025, while Basic EPS shifted from US$1.31 to US$2.32 over the same period, against a backdrop of a...

If you are wondering whether Synopsys at around US$437.45 is giving you fair value for the risk you are taking, you are asking the right question and this article is going to stay focused on exactly that. The stock has recently been mixed, with a 4.4% gain over the last 7 days, a 16.7% decline over 30 days, and year to date and 1 year returns of 8.9% and 17.3% declines respectively, set against longer term 3 year and 5 year returns of 16.4% and 50.5%. These moves are coming in the context of...

Pegasystems stock moves after recent performance swings Pegasystems (PEGA) has drawn fresh attention after a sharp pullback, with the stock showing a 25.7% decline over the past month and a 27.4% decline over the past 3 months, despite a 3 year total return above 100%. See our latest analysis for Pegasystems. At a share price of US$43.03, Pegasystems has seen recent momentum fade, with weaker 1 month and year to date share price returns contrasting with a strong 3 year total shareholder...

HoldCo Asset Management, a Florida-based investment firm managing about US$2.80 billion, recently highlighted its past activist campaign at Columbia Banking System in a new presentation on bank activism released around its UBS Financial Services Conference appearance. The firm reported that its engagements with Columbia and other banks prompted management and board-level changes without requiring proxy contests, underlining the influence of shareholder activism on bank governance and...

Flagstar Bank National Association (FLG) is back in the spotlight after reporting a net loss of US$177 million for 2025, lower than the prior year, along with reduced charge-offs and renewed attention from value-focused investors. See our latest analysis for Flagstar Bank National Association. Investors appear to be weighing Flagstar’s smaller net loss and lower charge offs against its recent history. A 90 day share price return of 27.81% and a 1 year total shareholder return of 9.57% sit...

If you are wondering whether SEI Investments is priced fairly or if there is still value on the table, this article walks through what the current share price might be implying. The stock last closed at US$82.30, with returns of 37.0% over 3 years and 51.7% over 5 years. The shorter term picture shows a 2.2% decline over the past week, a 5.2% decline over the past month, and a 0.9% decline year to date, with a 0.7% return over the past year. Recent news coverage around SEI Investments has...

Q1 2026 results and what they signal for Lee Enterprises Lee Enterprises (LEE) has opened fiscal 2026 with Q1 revenue of US$130.1 million and a basic EPS loss of US$0.92, alongside a trailing 12 month EPS loss of US$4.34 that keeps the story firmly in loss making territory. Over recent quarters, the company has seen revenue move from US$144.6 million in Q1 2025 to US$130.1 million in Q1 2026, while quarterly basic EPS has ranged from a loss of US$2.80 in Q1 2025 to a loss of US$0.92 in the...

Why Valvoline (VVV) is on investors’ radar Valvoline (VVV) has caught investor attention after a stretch of solid recent returns, with the stock up over the past week, month, and past 3 months, alongside reported double digit annual revenue and net income growth. See our latest analysis for Valvoline. The recent move to a US$37.99 share price, alongside a 30 day share price return of 17.91% and year to date share price return of 31.59%, contrasts with a 1 year total shareholder return decline...

Amkor Technology (AMKR) has just posted its FY 2025 numbers, with Q4 revenue of about US$1.9b, basic EPS of US$0.69 and net income excluding extra items of US$171.8m. Trailing twelve month EPS sits at US$1.51 on revenue of roughly US$6.7b and net income of US$373.9m. Over recent quarters the company has seen revenue move from US$1.32b and EPS of US$0.09 in Q1 2025 to US$1.99b and EPS of US$0.51 in Q3 2025, before landing at Q4’s US$1.9b and US$0.69. This sets up a picture where margins are...

Lear Corporation recently reported its full-year 2025 results, with sales of US$23,259.1 million and net income of US$436.8 million, while also providing 2026 guidance for net sales of US$23,210 million to US$24,010 million and core operating earnings of US$1,030 million to US$1,200 million. The company also disclosed completing a long-running share repurchase program, buying back 35,844,054 shares since 2013 for US$4.41 billions, including 1,632,456 shares for US$175 million in late 2025,...

In early February 2026, Roper Technologies reported mixed fourth-quarter 2025 results, with Application Software and Network Software falling short of expectations while Technology Enabled slightly exceeded them, and all three segments delivered mid-single-digit sales growth. The company also issued guidance calling for 5% to 6% organic growth in 2026, highlighting management’s confidence in steady demand across its vertical software portfolio despite recent variability between segments...

Investors may be wondering whether Tractor Supply's current share price aligns with its fundamentals, or if the market is overlooking something in plain sight. The stock most recently closed at US$54.05, with returns of 1.1% over the last 7 days, 4.9% over 30 days, 6.3% year to date, roughly flat over 1 year, 19.7% over 3 years and 81.1% over 5 years. Taken together, these figures provide a mixed picture of recent momentum and longer-term performance. Recent attention around Tractor Supply...

Unitil (UTL) has wrapped up FY 2025 with fourth quarter revenue of US$161.5 million, basic EPS of US$1.05 and net income of US$19.2 million. On a trailing twelve month basis, revenue sits at US$536 million with basic EPS of US$2.97 and net income of US$50.2 million. The company has seen revenue move from US$494.8 million to US$536 million over recent trailing periods, with basic EPS shifting from US$2.93 to US$2.97, presenting a picture where steady profit generation aligns with largely...

Why Peloton’s latest update caught investors’ attention Peloton Interactive (PTON) has put several issues on the table at once, with softer revenue guidance, a CFO exit, and mixed recent results combining to reset expectations for the fitness company’s stock. See our latest analysis for Peloton Interactive. Those updates landed against a weak recent trading backdrop, with Peloton’s 7 day share price return of 26.4% and 90 day share price return of 40.5% both pointing to fading momentum. At...

Trimble (TRMB) FY 2025 results set the stage for a margins debate Trimble (TRMB) closed FY 2025 with fourth quarter revenue of US$969.8 million and basic EPS of US$0.66, putting concrete numbers around its latest report for investors watching both the top and bottom line. The company has seen quarterly revenue move from US$875.8 million in Q3 FY 2024 to US$901.2 million in Q3 FY 2025 and US$969.8 million in Q4 FY 2025, while basic EPS has gone from US$0.17 in Q3 FY 2024 to US$0.47 in Q3 FY...

AECOM Q1 2026 Earnings Snapshot AECOM (ACM) has opened fiscal 2026 with Q1 revenue of US$3.8b and basic EPS of US$1.07, setting the tone for how its engineering and infrastructure pipeline is flowing through to the bottom line. The company has seen quarterly revenue move from US$4.0b in Q1 2025 to US$3.8b in Q1 2026, while basic EPS has shifted from US$1.34 to US$1.07 over the same period, with trailing twelve month EPS at US$4.56 supported by net income of US$601.3m. For investors, the key...

Boingo integration puts Globalstar’s XCOM RAN in real-world private 5G spotlight Globalstar (GSAT) shares are in focus after Boingo Wireless agreed to integrate Globalstar’s XCOM RAN platform into its private network infrastructure following technical trials across high traffic venues. The move places Globalstar’s 5G-focused technology alongside Boingo’s existing distributed antenna system footprint at airports, transport hubs, stadiums, hospitals, convention centers and military bases,...

Grabar Law Office announced a shareholder investigation into WEBTOON Entertainment (NasdaqGS:WBTN) tied to its initial public offering. The review focuses on alleged breaches of fiduciary duty and potentially misleading risk disclosures connected to the IPO. A court recently declined to dismiss a securities fraud class action complaint involving WEBTOON Entertainment, allowing the case to proceed. WEBTOON Entertainment, known for its digital comics platform and IP centered business, now...

Affirm Holdings: recent performance and what it might mean for investors Affirm Holdings (AFRM) has drawn fresh attention after a 2.9% gain in the latest session, even as the stock shows weaker returns over the past month and past 3 months. Investors are weighing that short term rebound against the broader performance trend. See our latest analysis for Affirm Holdings. At a share price of $59.65, Affirm’s recent 2.93% 1 day share price gain comes after a weaker 30 day share price return of a...

Neumora Therapeutics, Inc. recently presented at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026 on February 11 at the Lotte New York Palace Hotel in New York. This appearance places Neumora in front of a concentrated audience of biotech-focused investors and analysts, potentially sharpening focus on its pipeline and corporate story. We’ll now examine how Neumora’s participation in a high-profile Guggenheim biotech summit shapes its investment narrative and investor...

If you are wondering whether GitLab's current share price lines up with its underlying value, you are not alone. This article is designed to help you make sense of that question. GitLab's stock recently closed at US$31.55, with returns of a 3.9% decline over 7 days, 10.9% decline over 30 days, 12.8% decline year to date, 53.9% decline over 1 year and 33.2% decline over 3 years, which may have changed how some investors view its risk and return profile. Recent headlines around GitLab have...

If you are wondering whether Simply Good Foods is a bargain or a value trap at its recent price, this article walks through what the current market value really reflects. The stock has been under pressure, with a 7 day return of a 3.9% decline, a 30 day return of a 23.3% decline, and a 1 year return of a 56.9% decline from a last close of US$16.41. Recent coverage has focused on Simply Good Foods as a packaged food business in the weight management and nutrition space, where brands compete...

O'Reilly Automotive (ORLY) just released fourth quarter and full year 2025 results alongside fresh 2026 guidance. This gives investors new data on sales, earnings, store growth plans, and expected profitability. See our latest analysis for O'Reilly Automotive. O'Reilly Automotive’s 1-day share price return of 0.78% and year to date share price return of 3.43% sit against a softer recent patch, including a 7 day share price return of 3.77% and 90 day share price return of 4.74%. The 5 year...