U.S. Software Stock News

If you are wondering whether Taboola.com at around US$3.63 is a potential bargain or a value trap, starting with a clear view of its current valuation can help you frame that question. The stock has been under pressure recently, with a 7 day return of an 11.9% decline, a 30 day return of a 15.6% decline and a year to date return of an 18.1% decline, adding to a 1 year return of a 7.2% decline and a 5 year return of a 72.2% decline. These moves sit against a backdrop where investors are...

Illinois Tool Works (ITW) stock moved after the company reported a Q4 earnings and revenue beat along with fresh 2026 guidance that points to mid single digit revenue growth, margin expansion, and higher GAAP EPS. See our latest analysis for Illinois Tool Works. The Q4 beat and 2026 guidance arrived as Illinois Tool Works’ share price built clear positive momentum, with a 7 day share price return of 9.67%, a 30 day share price return of 13.43%, and a 1 year total shareholder return of 15.85%...

LTC Properties (NYSE:LTC) has acquired a three property senior living portfolio in Atlanta for $108 million. The deal adds nearly 400 senior living units to its Senior Housing Operating Portfolio. This acquisition shifts the portfolio mix, with senior housing operations now representing 27% of gross investment in under a year. For investors watching LTC Properties at a share price of $37.73, this Atlanta transaction indicates that the company is leaning further into senior housing...

If you are wondering whether Raymond James Financial is fairly priced or offering value at its current US$167.44 share price, you are not alone. The stock has been relatively steady in the short term, with a 0.1% decline over the last week and a 0.8% decline over the last month, while still showing 2.3% year to date, 0.7% over 1 year, 57.7% over 3 years and 137.6% over 5 years. Recent attention on Raymond James Financial has focused on how a large wealth management and capital markets firm...

Applied Industrial Technologies (AIT) drew fresh attention after its latest quarter combined higher sales and EPS with a guidance raise, yet left analysts cautious due to softer organic growth, margin pressure, and choppy demand. See our latest analysis for Applied Industrial Technologies. That mixed earnings reaction has come alongside a share price of US$287.03, with a 7 day share price return of 10.6% and a 90 day share price return of 10.9%. The 3 year total shareholder return is above...

AbbVie (ABBV) has wrapped up FY 2025 with fourth quarter revenue of US$16.6 billion and basic EPS of US$1.02, setting the tone for a year where trailing twelve month revenue reached US$61.2 billion alongside EPS of US$2.38. The company has seen revenue move from US$56.3 billion to US$61.2 billion on a trailing basis, while trailing EPS shifted from US$2.40 to US$2.38, giving investors a clear read on the top line against more compressed profitability. With a trailing net profit margin of 6.9%...

Insight Enterprises reported fourth-quarter 2025 results showing revenue of US$2,048.3 million, down slightly year on year, while net income rose to US$51.95 million and earnings per share increased on both a basic and diluted basis. Despite full-year 2025 revenue and earnings declining versus 2024, the company delivered record gross profit and margins, with cloud and core services strength and successful integration of data, AI, and cybersecurity acquisitions supporting higher profitability...

nLIGHT (NasdaqGS:LASR) completed a public follow-on equity offering of about $175 million in gross proceeds. The company plans to use the capital to support its high energy laser manufacturing expansion for defense applications. The offering follows recent pre-announcements referencing strong revenue trends, additional defense contracts, and increased production capacity. nLIGHT focuses on high power semiconductor and fiber lasers, with a growing emphasis on systems built for defense use...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Simulations Plus fair value estimate is US$22.72 Simulations...

If you are wondering whether Taiwan Semiconductor Manufacturing's current share price lines up with its underlying worth, you are not alone. This stock often sits at the center of valuation debates for chipmakers. With the share price at US$330.73, recent returns have been mixed, including a 2.6% decline over the last 7 days, a 1.0% gain over 30 days, a 3.5% gain year to date, a 58.8% return over 1 year, a 254.8% return over 3 years and a 153.8% return over 5 years. Recent attention on...

Peoples Bancorp recently reported a strong fourth quarter, with revenue rising year on year and exceeding analyst expectations, supported by positive operating leverage and healthy loan growth. Alongside these results, management has been engaging with investors through presentations and meetings, underscoring its focus on transparency and clear communication around business and financial performance. We’ll now examine how this combination of earnings strength and loan growth influences...

What WaFd’s recent performance might signal for investors WaFd (WAFD) has been on many investors’ screens after a modest 0.2% decline in the latest session, following a period where the shares show positive moves over the past week, month, and past 3 months. With a value score of 4 and an implied intrinsic discount of about 11.6% to one internal estimate, the stock’s recent trading levels are prompting closer attention from investors who are comparing the current price with perceived...

If you are wondering whether Philip Morris International is still reasonably priced after its strong run, this article will walk you through what the current market price might be implying about its value. The stock last closed at US$182.00, with returns of 2.3% over 7 days, 17.3% over 30 days, 13.5% year to date, 29.7% over 1 year, 104.8% over 3 years and 171.6% over 5 years. These figures may have some investors reassessing both its potential and its risks. Recent attention on Philip...

Four Corners Property Trust (FCPT) recently announced two new acquisitions totaling US$4.6 million. The additions include a GreatWater 360 Auto Care site in Minnesota and a McAlister's Deli location in Michigan, both under long-term net lease structures. See our latest analysis for Four Corners Property Trust. These two acquisitions land at a time when momentum in Four Corners Property Trust's share price has been picking up, with a 1 month share price return of 8.51% and a year to date share...

If you are wondering whether Farmers National Banc's current share price reflects its real value, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$13.32, with returns of 3.7% over the past 7 days, a 1.3% decline over 30 days, and modest moves of 0.4% year to date, 0.4% over 1 year, 9.5% over 3 years and 19.0% over 5 years. These mixed shorter and longer term returns have kept valuation in focus for investors who follow the regional...

TTM Technologies' FY 2025 Earnings Put Recent Growth in Focus TTM Technologies (TTMI) has just wrapped up FY 2025 with fourth quarter revenue of US$774.3 million and basic EPS of US$0.49. This capped a 12 month stretch where trailing 12 month EPS reached US$1.73 on revenue of about US$2.9 billion, alongside earnings growth of 214.4% year over year. Over the past two quarters, the company has seen quarterly revenue move from US$752.7 million to US$774.3 million while EPS went from US$0.51 to...

J.B. Hunt Transport Services (JBHT) recently reported fourth quarter earnings per share of $1.90, along with a 2.3% dividend increase and a new payments partnership aimed at speeding up carrier payments. See our latest analysis for J.B. Hunt Transport Services. The stock has been on a strong run, with a 90 day share price return of 31.76% and a 1 year total shareholder return of 35.08%, suggesting momentum has recently been building around its earnings, dividend increase, and new payments...

Ormat Technologies (ORA) is back on investors’ radar after a strong 1 year total return of 89.93%, prompting a closer look at how its geothermal, recovered energy and storage operations are shaping the story. See our latest analysis for Ormat Technologies. Recent trading has cooled after a strong run, with a 1 day share price return of 4.37% and a 7 day share price return of 5.28% pulling back some of the 89.93% 1 year total shareholder return. The latest 30 day and 90 day share price returns...

Transocean’s recent fleet status report and earnings call highlighted unusually high earnings visibility, with management emphasizing transparent rig deployment and day-rate data available to investors. Management also signaled strong optimism about offshore day rates and anticipated long-term contracts at materially higher mid-$500,000-per-day levels than many market expectations. We’ll now examine how management’s confidence in securing higher day-rate, long-term contracts could...

Seacoast Banking Corporation of Florida reported fourth-quarter 2025 results, with net interest income rising to US$174.63 million and net income holding steady at about US$34.26 million, while basic earnings per share from continuing operations declined to US$0.32. The quarter also featured strong 15% annualized loan growth, higher noninterest income including US$550 million of new wealth management assets, improved cost efficiency, and sharply lower net charge-offs of US$936,000 compared...

If you are wondering whether Ingersoll Rand shares still offer value at current levels, this article will walk through what the numbers are really saying about the stock. The share price recently closed at US$96.00, with returns of 8.0% over 7 days, 15.1% over 30 days, 20.4% year to date, 4.0% over 1 year, 70.6% over 3 years, and 119.1% over 5 years. These figures may affect how you think about upside and risk today. Recent attention on Ingersoll Rand has focused on how the share price...

In recent weeks, Resideo Technologies has been recognized for product innovation, winning two 2026 IoT Breakthrough Awards for its Honeywell Home X8S smart thermostat and First Alert CX4 video cameras, while also preparing to report its fourth quarter and full year 2025 results on February 24, 2026. This combination of third-party validation for its smart home and security offerings and commentary around improving operational fundamentals is sharpening investor focus on how Resideo is...

The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, if...

CF Industries Holdings (CF) is drawing fresh attention after launching a low carbon fertilizer pilot with POET and several major farm cooperatives, tying its nitrogen products directly to cleaner corn and ethanol production. See our latest analysis for CF Industries Holdings. These low carbon efforts sit alongside recent shareholder friendly moves, such as the declared US$0.50 per share dividend payable in late February 2026, and come after a recent analyst reassessment that kept CF...