U.S. Software Stock News

Q4 earnings turn profitable as full year stays in the red Quanex Building Products (NX) just posted a profitable fourth quarter while still closing fiscal 2025 with a sizable net loss and cautious, flat guidance for 2026, a mix that has investors reassessing the stock. See our latest analysis for Quanex Building Products. The upbeat fourth quarter has sparked a sharp near term reset in sentiment, with a 1 month share price return of 25.34 percent and a 7 day gain of 19.28 percent. However,...

Energy Transfer (ET) has quietly slid this year, with the unit price down about 16% year to date even as the partnership continues to post growing revenue and double digit net income gains. See our latest analysis for Energy Transfer. That slide reflects fading near term momentum, with a year to date share price return of negative 15.98 percent, even though the five year total shareholder return sits at a hefty 263.47 percent. If Energy Transfer’s pullback has you thinking about where else...

Core & Main (CNM) just checked several important boxes for investors, delivering steady third quarter growth, reaffirming its full year outlook, and leaning into acquisitions, buybacks, and expansion in Canada. See our latest analysis for Core & Main. That mix of steady execution and bolder moves on M&A and buybacks has helped CNM rebound, with a 7 day share price return of 11.67% and a powerful three year total shareholder return of 182.14%, suggesting momentum is rebuilding after earlier...

ProPetro Holding Corp. recently announced that its PROPWR division signed a contract with a Coterra Energy subsidiary to develop and install distributed microgrids across the New Mexico Permian Basin, lifting committed capacity to over 220 megawatts and prompting higher 2026 capital expenditure guidance of US$250 million to US$275 million. This move accelerates PROPWR’s push toward a one-gigawatt portfolio by 2030 and underscores a shift toward longer-term, power-focused contracts that could...

Elevance Health (ELV) is leaning into digital tools with its expanded Virtual Assistant, now reaching 22 million commercial members and aiming to simplify everything from coverage questions to cost estimates in real time. See our latest analysis for Elevance Health. Those digital moves, alongside Elevance Health's board refresh with Amy Schulman joining as an independent director, come as momentum has quietly improved, with a 90 day share price return of 15.18 percent contrasting with a three...

Valuation backdrop and recent performance Sempra (SRE) has quietly slipped about 4 % over the past month even as its past 3 months return remains positive, creating an interesting setup for investors watching regulated utility names. See our latest analysis for Sempra. At around $88.49, Sempra’s recent 7 day and 30 day share price declines contrast with a modestly positive year to date share price return and solid multi year total shareholder returns. This suggests momentum has cooled, while...

Why Coca-Cola Stock Is Back on Investors Radar Coca-Cola (KO) has quietly outperformed the wider market over the past year, and with the stock up about 5% in the past 3 months, investors are revisiting its long term appeal. See our latest analysis for Coca-Cola. The latest move takes Coca-Cola's share price to $70.52, and that steady upward drift, alongside a roughly 15% one year total shareholder return, suggests resilient momentum as investors lean into its dependable earnings and dividend...

If you are wondering whether Arcutis Biotherapeutics is still a smart bet after its big run, or if most of the upside is already priced in, you are not alone. That is exactly what we are going to unpack. The stock has pulled back about 7.0% over the last week, but that comes after a sharp 23.8% gain in the past month and a 99.3% rise year to date, with a 128.7% return over the last year that has completely changed how the market looks at this name. Those moves have been fueled by a series of...

Visa (V) shares are quietly grinding higher, adding about 0.6% today and roughly 5% over the past week, as investors lean into its steady double digit earnings growth and resilient payment volumes. See our latest analysis for Visa. That steady climb sits on top of a solid backdrop, with the share price now at $347.83 and Visa posting a double digit year to date share price return. Longer term total shareholder returns signal durable compounding, suggesting momentum is still building rather...

International Business Machines (IBM) has climbed roughly 22% over the past 3 months and more than 40% year to date, a move that has investors rethinking how this old-guard tech name is being valued. See our latest analysis for International Business Machines. That surge has not come out of nowhere, with investors rewarding steady cloud and AI execution as recent earnings and guidance resets have shifted the narrative toward profitable growth. Even after short term share price wobbles, IBM’s...

USA Rare Earth (USAR) has been catching more investor attention lately as its share price climbed over the past year while many small cap miners struggled. The key question now is whether that momentum is justified. See our latest analysis for USA Rare Earth. That recent pullback to a $17.04 share price comes after a strong run, with a roughly 38 percent year to date share price return and a 35 percent one year total shareholder return. This suggests momentum is still broadly intact as...

Earlier this month, Tenaya Therapeutics reported that the FDA lifted the clinical hold on its MyPEAK-1 Phase 1b/2a trial of TN-201 for MYBPC3-associated hypertrophic cardiomyopathy and released encouraging interim Phase 1b/2 data for TN-401 in arrhythmogenic right ventricular cardiomyopathy, while also completing a US$60,000,000 composite units offering. Together, the resumed TN-201 trial and early TN-401 signals highlight Tenaya’s push to use AAV9-based gene therapies to address inherited...

Wondering if Netflix is still worth your money after its rollercoaster run, or if the real upside has already been priced in? You are not alone. This is exactly the kind of stock where valuation matters most. The share price has pulled back recently, down about 5.0% over the last week and 17.8% over the past month. Yet it is still up 7.3% year to date and 3.6% over the last year, with a 227.4% gain over three years and 78.1% over five years reminding investors how powerful this name can be...

Loews (L) has been getting more investor attention lately, and it is not just sentiment. Recent updates show steady revenue and earnings growth, helped by stronger results at majority owned CNA Financial. See our latest analysis for Loews. Those solid fundamentals seem to be filtering through to sentiment, with Loews’ recent governance tweaks and legal clarity arriving alongside a strong year to date. The share price return is up sharply while multi year total shareholder returns remain very...

If you are wondering whether Boston Scientific at around $92 a share is still a smart buy or if the big gains are already behind it, this breakdown is for you. The stock has slipped about 5.1% over the last week and 11.1% over the past month, but it is still up 3.6% year to date and 102.1% over three years and 161.2% over five years, which highlights its longer term momentum. Recent headlines have focused on Boston Scientific's continued expansion in minimally invasive cardiovascular and...

If you are wondering whether HCA Healthcare is still worth buying after such a large share price rise, or if the easy money has already been made, this article will walk through whether the current price still stacks up against its fundamentals. Despite a small dip of 0.4% over the last week, HCA shares are up 2.4% over 30 days, 62.8% year to date, 55.3% over 1 year, 107.5% over 3 years, and 207.6% over 5 years, which naturally raises the question of how much upside is left from here. Recent...

Earlier this week, S&P Dow Jones Indices announced that Sezzle will be added to the S&P SmallCap 600 index, bringing the buy-now-pay-later provider into a widely tracked U.S. benchmark. Index inclusion can matter because funds and ETFs that track the S&P SmallCap 600 generally need to buy Sezzle shares, potentially deepening liquidity and broadening the investor base without changing the company’s underlying operations. With Sezzle’s entry into the S&P SmallCap 600 expanding its potential...

In early December 2025, Raytheon, an RTX business, announced a collaboration with Amazon Web Services to modernize satellite data processing and mission control by integrating cloud-native, AI, and machine learning tools into space and national security operations. This move highlights how RTX is tying its defense expertise to hyperscale cloud and AI infrastructure, potentially reshaping how quickly governments and commercial operators turn raw satellite data into operational...

Planet Labs PBC recently reported past third-quarter 2025 results, with revenue rising to US$81.25 million from US$61.27 million a year earlier, but net loss widening to US$59.19 million and basic loss per share increasing to US$0.19. Alongside releasing first-light images from its new AI-enabled Pelican satellites, the company issued fourth-quarter and fiscal 2026 revenue guidance ahead of analyst expectations, underscoring how its newer high-resolution, AI-ready constellation is beginning...

Comtech Telecommunications (CMTL) opened fiscal Q1 2026 with revenue of about $111 million and a basic EPS loss of roughly $0.67, putting margins firmly in the red for the quarter. The company has seen quarterly revenue move around the low $100 million range in recent periods, from about $116 million in Q1 2025 to $130 million in Q4 2025 before landing at $111 million this quarter. Basic EPS has stayed negative throughout, ranging from a steep $5.29 loss a year ago to a $0.39 loss last...

If you are wondering whether UnitedHealth Group is starting to look like a deal after a rough stretch, you are not alone. This article is going to walk through whether the current price really stacks up against the company’s fundamentals. The stock has bounced about 3.3% over the last week and is roughly flat over the past month, but it is still down around 32.2% year to date and 32.7% over the last year, a sharp reset that has investors rethinking both its growth potential and risk...

Ryder System (R) has quietly delivered a solid run this year, and with shares recently closing near 189 dollars, investors are starting to ask whether the logistics heavyweight still offers upside. See our latest analysis for Ryder System. Over the past year, Ryder’s roughly 21 percent year to date share price return and powerful 5 year total shareholder return of about 241 percent suggest momentum is still very much on its side, even after recent volatility. If Ryder’s move has you...

If you are wondering whether Par Pacific Holdings is still good value after its big run up, you are not alone, and that is exactly what we are going to unpack here. The stock has cooled off a bit lately, slipping about 7.0% over the last week and 1.1% over the past month, but it is still up 143.4% year to date and 146.8% over the last year. Those moves have come as investors refocus on refining and energy logistics names and reassess how companies like Par Pacific might benefit from changing...

In early December 2025, The Estée Lauder Companies and Jo Malone London launched the Jo Malone London Scent Advisor, an AI-powered, conversational tool on JoMalone.com in the US and UK that uses Google’s Gemini and Vertex AI to recreate the brand’s in-store fragrance consultation online. This digital advisor, developed by Estée Lauder’s AI and Innovation teams, signals how the company is pairing proprietary fragrance data with AI to improve online discovery and support its broader push to...