U.S. Software Stock News

NasdaqGS:PENN
NasdaqGS:PENNHospitality

Is Wall Street’s Split on PENN (PENN) Revealing a Deeper Question About Its Core Strategy?

In recent months, multiple analysts have updated their views on PENN Entertainment, reflecting a wide spectrum of opinions on the casino and online betting operator’s outlook. This divergence in analyst sentiment highlights how differently the market is interpreting PENN’s balance between traditional land-based casinos and its growing interactive business. With analyst opinions shifting, we’ll explore how evolving expectations for PENN’s land-based and interactive operations shape its...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

Reassessing Repligen (RGEN) Valuation After Recent Share Price Weakness

What Repligen’s recent share performance might be telling investors Repligen (RGEN) has drawn attention after a recent pullback, with the stock showing a 4.4% one day decline and double digit negative returns over the past week and month. For investors tracking the name over longer periods, Repligen’s shares have also delivered negative total returns year to date, over the past year, and over the past 3 years, prompting closer scrutiny of what the current price may already reflect. See our...
NYSE:FERG
NYSE:FERGTrade Distributors

How Ferguson’s Dividend Hike and Moore Supply Deal Will Impact Ferguson Enterprises (FERG) Investors

In January 2026, Ferguson Enterprises reported that it continued to execute its growth strategy in a difficult market, delivering higher sales, expanding gross margin, raising its quarterly dividend, and completing the acquisition of Chicago-area HVAC distributor Moore Supply Company. This combination of dividend growth and a targeted HVAC acquisition underlines how Ferguson is using both cash returns and bolt-on deals to support its long-term business positioning. Next, we’ll examine how...
NYSE:SNA
NYSE:SNAMachinery

Is It Too Late To Consider Snap-on (SNA) After Its Strong Multi-Year Share Price Run?

If you have been wondering whether Snap-on is still reasonably priced after its strong run, this article walks through what the current share price could mean for value focused investors. At a last close of US$370.80, Snap-on has logged returns of 1.1% over 7 days, 3.7% over 30 days, 5.7% year to date, 12.1% over 1 year, 61.0% over 3 years and 122.1% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent attention on Snap-on has centered...
NYSE:ORI
NYSE:ORIInsurance

Is Old Republic International (ORI) Still Attractive After Strong Five Year Share Price Performance

If you are wondering whether Old Republic International's current share price reflects its underlying value, you are not alone. Many investors are asking the same question as they look for insurance names that might still offer reasonable value. The stock closed at US$41.34, with returns of 5.8% over the last 7 days, a 2.9% decline over 30 days, a 4.5% decline year to date, while the 1 year return sits at 22.5% and the 5 year return is 204.3%. Recent news around Old Republic International...
NYSE:FSS
NYSE:FSSMachinery

Assessing Federal Signal (FSS) Valuation As Strong Growth Expectations Draw Fresh Investor Attention

Recent commentary around Federal Signal (FSS) has centered on its historical 12.3% annual sales growth and analyst expectations for 15.6% revenue growth over the next year, with newer products and services drawing fresh investor attention. See our latest analysis for Federal Signal. The share price is at US$112.41 after a 3.81% 7 day share price return, while the 1 year total shareholder return of 15.59% and 5 year total shareholder return of 228.59% indicate momentum that has largely been...
NasdaqGS:LAES
NasdaqGS:LAESSemiconductor

Assessing SEALSQ (LAES) Valuation As Growth Meets Losses And A Rich Price To Book Multiple

SEALSQ stock performance snapshot SEALSQ (LAES) has drawn attention after recent trading, with shares closing at $3.52 and showing negative returns over the past week, month, past 3 months, and year as investors reassess semiconductor exposure. See our latest analysis for SEALSQ. The recent 12% one day share price decline and 42.9% 3 month share price return decline suggest fading momentum for SEALSQ, with the 12 month total shareholder return also down 12% despite growing interest in...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

What Plexus (PLXS)'s Strong Q1 Beat, Guidance and Buybacks Mean For Shareholders

Plexus Corp. has already reported first-quarter 2026 results, posting sales of US$1,069.85 million and net income of US$41.18 million, while issuing second-quarter revenue guidance of US$1.11 billion to US$1.15 billion and GAAP diluted EPS of US$1.53 to US$1.68. Alongside earnings that surpassed analyst expectations, Plexus completed a US$37.37 million share repurchase program and highlighted strength in Healthcare/Life Sciences, Aerospace and Defense, semiconductors, and energy...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Assessing Hub Group (HUBG) Valuation After Accounting Restatement And Updated 2026 Outlook

Hub Group (HUBG) has drawn fresh attention after uncovering a calculation error that understated purchased transportation costs and accounts payable, prompting restatements for 2025 interim quarters and delaying its full earnings release. See our latest analysis for Hub Group. At a share price of US$51.33, Hub Group has recently seen brisk momentum, with a 30 day share price return of 13.21% and a 90 day share price return of 43.82%. Its 5 year total shareholder return of 90.69% contrasts...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Harrow Refocuses After ImprimisRx Exit As New CCO Takes Charge

ImprimisRx, a division of Harrow (NasdaqGM:HROW), has exited the California market following the settlement of regulatory matters. The company described the move as a voluntary decision tied to the resolution of those regulatory issues. Harrow has promoted Patrick W. Sullivan to Chief Commercial Officer, expanding its senior leadership team. Harrow, through its ImprimisRx division, focuses on ophthalmic pharmaceuticals, a segment that often sits at the intersection of clinical needs and...
NYSE:SMA
NYSE:SMASpecialized REITs

A Look At SmartStop Self Storage REIT (SMA) Valuation After Recent Share Price Moves

Why SmartStop Self Storage REIT Is On Investors’ Radar SmartStop Self Storage REIT (SMA) has drawn attention after recent trading left the stock around $31.75, with mixed returns over the past month and past 3 months. This has prompted investors to reassess its self storage exposure. See our latest analysis for SmartStop Self Storage REIT. At a share price of $31.75, SmartStop’s 7 day share price return of 0.95% contrasts with a 90 day share price decline of 7.03%. This suggests recent...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is It Time To Reassess Airbnb (ABNB) After Recent Share Price Declines

If you are wondering whether Airbnb's share price reflects its long term potential or if the market is mispricing it right now, this article will walk through the numbers in a clear, valuation focused way. Airbnb recently closed at US$121.27, with returns of an 8.0% decline over the past week, a 12.1% decline over the past month, and an 8.8% decline year to date, while the 1 year return sits at an 8.5% decline and the 5 year return at a 44.1% decline. These moves have come as investors...
NasdaqGS:LZ
NasdaqGS:LZProfessional Services

Is LegalZoom (LZ) Prepared For Index Inclusion Just As AI Challenges Its Core Model?

In late January 2026, LegalZoom.com, Inc. was added to multiple S&P indices, including the S&P SmallCap 600 and S&P Composite 1500, reflecting its inclusion in key U.S. equity benchmarks. A few days later, investor concerns about new AI-based lawyer automation tools from Anthropic raised fresh questions about how emerging technology could affect online legal service platforms like LegalZoom. Next, we’ll examine how LegalZoom’s index inclusions and rising AI disruption questions shape the...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute Q1 Margin Compression Challenges Bullish Growth Narratives

Universal Technical Institute (UTI) opened Q1 2026 with revenue of US$220.8 million and basic EPS of US$0.24, alongside net income excluding extras of US$12.8 million, setting a clear snapshot of its most recent quarter. The company reported revenue of US$201.4 million in Q1 2025 and US$220.8 million in Q1 2026, while basic EPS moved from US$0.41 to US$0.24 over the same period. This gives investors a mixed first impression and puts the focus squarely on how margins are evolving beneath the...
NYSE:SNDR
NYSE:SNDRTransportation

Schneider National CEO Handover Puts Execution And Governance In Focus

Schneider National (NYSE:SNDR) announced a planned leadership transition, with Jim Filter set to become CEO. Current CEO Mark Rourke will move into the role of Executive Chairman as part of the succession plan. The transition highlights Schneider National’s focus on continuity while bringing Filter’s operational and commercial background to the top role. Schneider National is a major player in truckload, intermodal, and logistics services, so a leadership change at the top matters for...
NYSE:AIG
NYSE:AIGInsurance

Is It Time To Reassess AIG (AIG) After Recent Share Price Swings?

If you are wondering whether American International Group's current share price still lines up with its underlying worth, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$75.96, with recent returns of 2.2% over 7 days, a 2.7% decline over 30 days, a 9.9% decline year to date and gains of 4.0% over 1 year, 33.4% over 3 years and 104.6% over 5 years. This pattern hints that the market has shifted its view several times over different...
NYSE:PSX
NYSE:PSXOil and Gas

Is Phillips 66 (PSX) Still Attractively Priced After Its Strong Multi‑Year Share Price Run

If you are wondering whether Phillips 66 is still attractively priced after its recent run, this breakdown will help you see what the current share price might be implying. The stock last closed at US$154.43, with returns of 7.2% over the past week, 13.0% over the past month, 18.3% year to date and 32.6% over the past year, alongside 68.6% over three years and 143.1% over five years. Recent coverage around Phillips 66 has focused on how investors are reassessing refiners and energy...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Construction Partners (ROAD) Profit Surge Reinforces Bullish Narratives Despite Rich Valuation Concerns

Q1 2026 headline results and recent momentum Construction Partners (ROAD) opened its Q1 2026 update with total revenue of US$809.5 million and basic EPS of US$0.31, anchored by net income of US$17.2 million for the quarter. Over recent periods, the company has seen revenue move from US$561.6 million and a basic EPS loss of US$0.06 in Q1 2025 to US$899.8 million with EPS of US$1.02 in Q4 2025. Trailing 12 month EPS reached US$2.20 on net income of US$122.0 million. This sets the stage for...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher Resets Footprint With Franklin Closure And US$9b Clario Deal

Thermo Fisher Scientific (NYSE:TMO) is closing its Franklin, Massachusetts facility and winding down operations, with significant job reductions as part of a broader restructuring. The company has agreed to acquire clinical trial and digital data specialist Clario for about $9 billion in cash. These moves reshape Thermo Fisher’s operational footprint and expand its reach in clinical research and digital health solutions. For investors watching NYSE:TMO, these announcements come at a time of...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

Assessing GigaCloud Technology (GCT) Valuation After Strong Multi Year Returns And Mixed Near Term Performance

Why GigaCloud Technology (GCT) is on investors’ radar today GigaCloud Technology (GCT) has drawn attention after recent trading, with the stock last closing at $38.57 and showing mixed short term performance, including a 1 day decline and a weaker past month. For context, the shares show a negative past week return and a negative month move, set against a positive past 3 months and a strong 1 year total return. That blend of shorter term softness and longer term strength is where many...