U.S. Software Stock News

NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Group Links Record Results With Tokenized Finance And Crypto Push

CME Group is expanding further into digital assets, including plans for 24/7 cryptocurrency futures trading. The company is exploring a proprietary token to manage collateral and margin across its platform. CME Group is working with Google on a tokenized cash coin that could be used as collateral in its markets. CME Group, traded as NasdaqGS:CME, is moving deeper into crypto and tokenized finance while its shares trade at $297.38. The stock has logged returns of 2.6% over the past week and...
NasdaqGS:SMCI
NasdaqGS:SMCITech

A Look At Super Micro Computer (SMCI) Valuation After Strong Q2 Beat And Raised US$40b Revenue Outlook

Super Micro Computer (SMCI) drew fresh attention after reporting fiscal second quarter revenue of US$12.68b and raising its full year net sales outlook to at least US$40b, a move tied to strong AI infrastructure demand. See our latest analysis for Super Micro Computer. The latest results come after a choppy period for SMCI investors, with a 90 day share price return showing a 22.41% decline and a 1 year total shareholder return showing an 8.84% decline, but a very large 5 year total...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD (AMD) Net Margin Expansion Challenges Concerns Over Premium P/E Valuation

Advanced Micro Devices (AMD) has just wrapped up FY 2025 with fourth quarter revenue of US$10.3b and basic EPS of US$0.99, alongside trailing twelve month revenue of US$34.6b and EPS of US$2.63 that underscore the scale of its current earnings power. Over recent quarters, the company has seen revenue move from US$7.7b in Q2 2025 and US$7.4b in Q1 2025 to US$9.2b in Q3 2025 and US$10.3b in Q4 2025, with quarterly EPS shifting from US$0.44 to US$0.47, US$0.72 and then US$0.99 over the same...
NYSE:AVTR
NYSE:AVTRLife Sciences

A Look At Avantor (AVTR) Valuation As Analyst Coverage Highlights Earnings Outlook And Peer Discount

Recent analyst coverage has put Avantor (AVTR) back in focus, highlighting an improving earnings outlook and relatively attractive valuation compared with peers, even as sector challenges keep broader sentiment mixed. See our latest analysis for Avantor. Avantor's share price at US$10.79 reflects a softer run recently, with a 30 day share price return of 12.06% decline and a 1 year total shareholder return of 50.28% loss. This suggests sentiment has cooled even as earnings expectations and...
NYSE:EDU
NYSE:EDUConsumer Services

Assessing New Oriental Education & Technology Group’s Valuation After Recent Share Price Momentum

New Oriental Education & Technology Group (NYSE:EDU) has been drawing investor attention after recent share price moves, with returns over the past year and past 3 months prompting fresh interest in its fundamentals. See our latest analysis for New Oriental Education & Technology Group. At a share price of US$62.17, New Oriental’s 30 day share price return of 9.61% and 90 day gain of 14.18% sit alongside a 1 year total shareholder return of 30.15%. This suggests momentum has been building...
NYSE:RM
NYSE:RMConsumer Finance

Regional Management (RM) Earnings Growth Outpaces Five Year Decline And Tests Bearish Narratives

Regional Management (RM) has wrapped up FY 2025 with fourth quarter revenue of US$169.7 million and net income of US$12.9 million, translating to basic EPS of US$1.40. The company reported revenue of US$150.0 million and EPS of US$1.02 in Q4 FY 2024 and US$169.7 million in revenue and EPS of US$1.40 in Q4 FY 2025. Trailing twelve month EPS is US$4.71 on revenue of US$645.6 million, figures that analysts can use when examining the earnings outlook, profitability and margins. See our full...
NasdaqGS:VFS
NasdaqGS:VFSAuto

Is VinFast Auto (VFS) Now Attractive After Recent Share Price Weakness?

If you are wondering whether VinFast Auto's current share price really reflects its potential, you are not alone. The stock has drawn attention from investors trying to work out what a fair value might look like. That interest comes after a weak run in the share price, with VinFast Auto showing a 4.2% decline over the past week, 9.6% over the last month and 17.1% over the past year, while the three year return sits at a 68.3% decline and the year to date move is a 5.0% decline from a last...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Is Peloton (PTON) Offering An Opportunity After Steep Multi‑Year Share Price Declines?

If you are wondering whether Peloton Interactive's current share price fairly reflects its story, this review will walk through what the market might be pricing in and where the gaps could be. The stock recently closed at US$4.39, with returns of 23.4% decline over 7 days, 33.5% decline over 30 days, 28.3% decline year to date, 48.3% decline over 1 year, 70.3% decline over 3 years and 97.0% decline over 5 years. These moves sit against a backdrop of ongoing headlines around Peloton's...
NYSE:BJ
NYSE:BJConsumer Retailing

Is BJ's Wholesale Club (BJ) Price Reflecting Growth Prospects After Recent Share Rebound?

If you are wondering whether BJ's Wholesale Club Holdings is still attractively priced at around US$99, this article will walk through what the current market price might be implying about its value. The stock last closed at US$99.28, with returns of 10.0% over the past week, 9.2% over the past month, 8.0% year to date, 33.2% over three years and 131.6% over five years, while the one year return sits at a 6.0% decline. Recent share price moves sit against a backdrop of ongoing interest in...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

Macom Technology (MTSI) Profit Swing To US$2.18 TTM EPS Tests Rich 105x P/E Narrative

MACOM Technology Solutions Holdings (MTSI) opened its Q1 2026 scorecard with revenue of US$271.6 million and basic EPS of US$0.65, setting a clear benchmark for how the rest of the fiscal year may be judged. The company has seen revenue move from US$218.1 million in Q1 2025 to US$271.6 million in Q1 2026, while basic EPS shifted from a loss of US$2.30 to a profit of US$0.65 over the same period. With the trailing twelve months showing revenue of US$1.0 billion and basic EPS of US$2.18, the...
NasdaqCM:SMPL
NasdaqCM:SMPLFood

Simply Good Foods Resets Leadership And Pay As Shares Lag Targets

Simply Good Foods reappointed Joseph E. Scalzo as President, CEO, and director following the departure of Geoff E. Tanner. Shareholders also approved a new equity incentive plan that links management compensation more closely to company performance. The moves signal a reset in leadership and governance at Simply Good Foods, which trades on NasdaqCM under the ticker SMPL. For investors watching Simply Good Foods at a share price of $17.37, the leadership change comes after a challenging...