U.S. Software Stock News

NYSE:HXL
NYSE:HXLAerospace & Defense

Assessing Hexcel (HXL) Valuation After Strong Recent Share Price Momentum

Hexcel’s recent performance and what it could mean for investors Hexcel (HXL) has attracted fresh attention after a strong past 3 months, with the stock showing a 25.03% total return and a 32.49% total return over the past year. See our latest analysis for Hexcel. At a share price of $86.06, Hexcel’s recent 7 day and 90 day share price returns of 5.48% and 25.03% sit alongside a 32.49% 1 year total shareholder return. This suggests momentum has been building rather than fading. If Hexcel’s...
NYSE:IQV
NYSE:IQVLife Sciences

Does IQVIA (IQV) Data Push and Buybacks Reveal a New Phase in Its Strategy?

IQVIA Holdings reported fourth-quarter 2025 sales of US$4,364 million and full-year sales of US$16,310 million, alongside issuing 2026 revenue guidance of US$17,150 million to US$17,350 million that factors in acquisition and foreign-exchange benefits. Recent moves, including a long-term Data-as-a-Service collaboration with Boehringer Ingelheim and ongoing share repurchases under a multi-year program, underline IQVIA’s push to deepen its role in data-driven healthcare decision-making. We’ll...
NasdaqGM:ODD
NasdaqGM:ODDPersonal Products

Oddity Tech (ODD) Is Down 8.7% After Il Makiage Slowdown Jitters And MethodIQ Spend Concerns

In its Q4 2025 investor letter, Baron Small Cap Fund cited Oddity Tech as a leading detractor, pointing to investor concerns about potential category weakness and signs of a slowdown at flagship brand Il Makiage based on industry commentary and credit card data. At the same time, Oddity Tech’s upcoming launch of its third platform, MethodIQ, introduces meaningful upfront marketing costs and added uncertainty to its financial profile. We’ll now examine how concerns about Il Makiage’s...
NYSE:EQT
NYSE:EQTOil and Gas

EQT Dividend Declaration Highlights Cash Returns And Long Term Shareholder Story

EQT Corporation's Board of Directors has declared a quarterly cash dividend. The dividend decision reflects the company's ongoing commitment to returning cash to shareholders. The announcement arrives as EQT (NYSE:EQT) trades around $56.13 per share. EQT, trading at about $56.13, has attracted attention with multi year returns that are very large, including a 90.5% return over 3 years and a 238.3% return over 5 years. In the shorter term, the stock shows a 9.9% return over the past 30 days...
NYSE:GATX
NYSE:GATXTrade Distributors

Assessing GATX (GATX) Valuation As Recent Momentum Meets Conflicting Fair Value Signals

GATX stock in focus GATX (GATX) is drawing investor attention after recent share price moves, with the stock last closing at $189.13. That price sits alongside solid trailing returns and fresh fundamental data now available. See our latest analysis for GATX. Recent momentum has been firm, with a 7.5% 1 month share price return and a 21.3% 3 month share price return, contributing to a 3 year total shareholder return of 78.3%. This suggests strengthening sentiment rather than fading...
NYSE:CLX
NYSE:CLXHousehold Products

Assessing Clorox (CLX) Valuation As Shares Show Fresh Short Term Momentum

Why Clorox (CLX) is back on many investors’ radar Clorox (CLX) has caught fresh attention after recent trading, with the stock now around $119.59 and showing positive returns over the past month and past 3 months. See our latest analysis for Clorox. Recent trading has added to that momentum, with a 30 day share price return of 12.62% and a 90 day share price return of 13.86%, even though the 1 year total shareholder return is still a 15.39% decline. This mix of shorter term strength and...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Is It Too Late To Consider Intel (INTC) After A 154% One Year Surge?

For investors wondering whether Intel at US$50.24 is still reasonably priced or if most of the easy gains are already behind it, this article walks through what the current numbers are really saying about the stock. Over the short term, Intel has returned 2.9% over the last 7 days and 10.3% over the last 30 days. Its year to date return is 27.6% and its 1-year return is 154.1%, compared to 80.3% over 3 years and a 10.6% decline over 5 years. These mixed return figures sit against a backdrop...
NYSE:GHC
NYSE:GHCConsumer Services

Assessing Graham Holdings (GHC) Valuation As Shares Trade On A Low P/E And DCF Suggests Upside

Why Graham Holdings (GHC) Is On Investors’ Radar Today Graham Holdings (GHC) has drawn attention after recent share price moves, with the stock closing at $1,118.60. That puts fresh focus on how its diversified operations and current return profile fit into long term portfolios. See our latest analysis for Graham Holdings. While the latest 3.42% one day share price decline and softer 7 day and 30 day share price returns may hint at cooling short term momentum, Graham Holdings still shows...
NasdaqGS:SOHU
NasdaqGS:SOHUEntertainment

Sohu.com (SOHU) Returns To Profit In Q3 EPS Turnaround Tests Volatility Concerns

Sohu.com (SOHU) just posted its FY 2025 third quarter numbers, with revenue of US$180.2 million, basic EPS of US$0.32 and net income excluding extra items of US$8.7 million setting the tone for the latest update. The company has seen revenue move from US$151.9 million in Q3 2024 to US$180.2 million in Q3 2025, while basic EPS shifted from a loss of US$0.52 to a profit of US$0.32. This gives investors a cleaner read on how margins are shaping up after a volatile run of results. See our full...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

EU Antitrust Move Targeting WhatsApp AI Access Could Be A Game Changer For Meta Platforms (META)

In early February 2026, European Union competition regulators formally charged Meta Platforms with breaching antitrust rules by excluding rival artificial intelligence assistants from its WhatsApp messaging service, and signaled they may impose interim measures to prevent what they view as serious and irreparable harm to competition. The case puts WhatsApp’s Business API at the center of a broader fight over how much control a dominant messaging platform should have over access for...
NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland Cliffs (CLF) Quarterly Loss Extends Unprofitable Narrative Despite US$4.7b Q3 Revenue

Cleveland Cliffs (CLF) just posted its FY 2025 numbers with Q3 revenue of US$4.7b and a basic EPS loss of US$0.50, alongside trailing twelve month revenue of US$18.6b and a basic EPS loss of US$3.40. Over recent quarters the company has seen revenue move between US$4.3b and US$5.2b while basic EPS has ranged from a small loss of roughly US$0.00 to a loss of US$1.00 per quarter, setting a mixed backdrop for how you read this latest print. With the shares at US$12.31, investors are likely to...
NYSE:SPHR
NYSE:SPHREntertainment

Sphere Entertainment (SPHR) Valuation Check After Strong 3 Month And 1 Year Share Price Gains

Sphere Entertainment: recent performance in focus Sphere Entertainment (SPHR) has drawn investor attention after a strong past 3 months, with the stock showing a 21.5% total return while the company continues to report a net loss of $270.06 million. See our latest analysis for Sphere Entertainment. At a share price of $94.92, Sphere Entertainment’s 90 day share price return of 21.51% sits alongside a 1 year total shareholder return of 98.91%. This points to strong recent momentum after a...
NYSE:PFE
NYSE:PFEPharmaceuticals

How Obesity Pipeline Gains And TrumpRx Move At Pfizer (PFE) Have Changed Its Investment Story

In early February 2026, Pfizer reported mixed 2025 financial results, reaffirmed 2026 revenue guidance, highlighted progress in its GLP-1 obesity pipeline, secured FDA Priority Review to expand HYMPAVZI’s hemophilia indication, and joined the TrumpRx drug pricing platform with discounted access to more than 30 medicines. Together, these developments underscore how Pfizer is trying to offset patent expiries and waning COVID-19 revenues by building new specialty and obesity franchises while...
NYSE:DT
NYSE:DTSoftware

Dynatrace (DT) Margins Reach 27.3% Putting Pressure On Bearish Profitability Narratives

Dynatrace (DT) just posted its Q3 2026 scorecard with recent quarterly revenue running at about $493.8 million and Basic EPS of roughly $0.19, set against a trailing 12 month picture that includes Basic EPS of $1.69 and revenue of about $1.9 billion, plus earnings growth in the dataset of 210.1% over the past year. The company has seen revenue move from $399.2 million in Q1 2025 to $493.8 million in Q2 2026 and quarterly Basic EPS shift from $0.13 to $0.19 over the same period. Year long...
NYSE:WAT
NYSE:WATLife Sciences

Waters (WAT) Margins Hold Near 21% As Bullish Growth Narratives Face a Reality Check

Waters (WAT) FY 2025 earnings snapshot Waters (WAT) reported Q3 FY 2025 revenue of US$799.9 million and basic EPS of US$2.50, with trailing 12 month EPS of US$10.91 on revenue of about US$3.1 billion. The company’s quarterly revenue rose from US$708.5 million in Q2 2024 to US$771.3 million in Q2 2025, and then to US$799.9 million in Q3 2025. Over the same periods, basic EPS moved from US$2.41 to US$2.47 and then to US$2.50, highlighting a story focused on consistent earnings and resilient...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Is Medline (MDLN) Fairly Priced After Recent Share Price Momentum

This article examines whether Medline, at around US$47.37, is trading at fair value or something more compelling, and explores what the current price might be indicating. Over shorter time frames, the stock has returned 5.2% over the last week, 16.9% over the last 30 days and 16.6% year to date. These moves may have drawn the attention of investors who follow momentum and shifts in risk sentiment. Recent news about Medline has focused on its position in the healthcare space and how investors...
NYSE:TSM
NYSE:TSMSemiconductor

Assessing Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Multi‑Period Share Price Momentum

Trigger and recent performance snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM) has attracted fresh attention after a period of strong share price movement, with the stock showing double digit returns over the past month and over the past 3 months. Investors considering that performance may also note annual revenue of US$3.81b and net income of US$1.72b, alongside a value score of 3 that can support basic screening approaches. See our latest analysis for Taiwan Semiconductor...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

Assessing TG Therapeutics (TGTX) Valuation After New BRIUMVI Data And Christina Applegate MS Campaign

TG Therapeutics (TGTX) has been in focus after presenting new BRIUMVI data for relapsing multiple sclerosis at the ACTRIMS forum and launching a national MS awareness campaign with actress Christina Applegate. See our latest analysis for TG Therapeutics. At a share price of US$29.58, TG Therapeutics has seen recent momentum pick up, with a 1 month share price return of 3.9% following BRIUMVI data updates and the Christina Applegate MS awareness campaign. This compares with a 1 year total...
NYSE:BBU
NYSE:BBUIndustrials

A Look At Brookfield Business Partners (NYSE:BBU) Valuation After Earnings, Buyback Completion And Dividend Confirmation

Why Brookfield Business Partners Stock Is Back on Investors’ Radar Brookfield Business Partners (NYSE:BBU) just paired its 2025 earnings release with a fresh share buyback update and an affirmed dividend plan tied to its upcoming corporate reorganization, drawing fresh attention from income focused investors. See our latest analysis for Brookfield Business Partners. The confirmed dividend, completed 1% share buyback and narrowing annual net loss have arrived alongside stronger trading...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox Links Strong Quarter With Expanded Safety Push For Users

Roblox (NYSE:RBLX) reported strong fourth quarter results, highlighting solid bookings and active user metrics. The company introduced facial age estimation and more than 145 new safety initiatives across its platform. Management emphasized a focus on leading online safety standards for both younger users and a growing adult audience. Roblox runs a global 3D social and gaming platform where users create, share, and play content built by the community. The latest safety updates sit alongside...
NYSE:PVH
NYSE:PVHLuxury

PVH (PVH) Is Up 5.3% After OpenAI AI Tools Deal And Dividend Affirmation Has The Bull Case Changed?

PVH Corp. recently announced a collaboration with OpenAI to co-create custom AI tools across Calvin Klein, Tommy Hilfiger and its broader operating model, and earlier affirmed a quarterly cash dividend of US$0.0375 per share payable on March 25, 2026 to shareholders of record on March 4, 2026. The AI partnership is designed to embed advanced analytics into product design, demand planning, inventory optimization and consumer engagement, potentially reshaping how PVH runs its core fashion and...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Did Oncotype DX’s 2 Millionth Patient Milestone Just Shift Exact Sciences’ (EXAS) Investment Narrative?

In early February 2026, Exact Sciences reported that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than two million early-stage HR+, HER2- breast cancer patients worldwide, supported by over two decades of clinical evidence and broad global adoption. The company highlighted that Oncotype DX remains the only genomic assay proven to be both prognostic and predictive for chemotherapy benefit, with published models suggesting meaningful lifetime cost...
NYSE:MTH
NYSE:MTHConsumer Durables

A Look At Meritage Homes (MTH) Valuation After Earnings, Buybacks And Flat 2026 Revenue Guidance

Meritage Homes (MTH) is back in focus after its latest earnings release, which combined lower annual revenue and net income with real estate impairments, flat 2026 revenue guidance, sizable buybacks, and record community growth. See our latest analysis for Meritage Homes. At a share price of $75.91, Meritage Homes has seen stronger recent momentum, with a 7 day share price return of 8.15% and a 90 day share price return of 10.21%. Its 5 year total shareholder return of 83.21% shows how the...
NYSE:EE
NYSE:EEOil and Gas

How Excelerate Energy’s Earnings Surprise Pattern And ESP Signal (EE) Has Changed Its Investment Story

Recent research coverage highlights Excelerate Energy’s history of outperforming earnings estimates, pointing to past quarterly surprises and a current positive Earnings ESP, with the next report scheduled for February 25, 2026. An interesting angle is how the combination of a positive Earnings ESP and a mid-range Zacks Rank is shaping expectations around Excelerate Energy’s ability to outpace consensus forecasts. With this backdrop of anticipated earnings outperformance, we’ll explore what...