U.S. Software Stock News

NasdaqGS:CCBG
NasdaqGS:CCBGBanks

Discovering US Market's Undiscovered Gems February 2026

As February 2026 unfolds, the U.S. stock market is experiencing a robust start with major indices like the Dow Jones and S&P 500 posting significant gains, reflecting optimism despite recent economic uncertainties such as delayed jobs data due to a government shutdown. In this dynamic environment, identifying promising small-cap stocks requires a keen eye for companies that not only demonstrate resilience in fluctuating economic conditions but also possess unique growth potential that can...
NasdaqGS:BANR
NasdaqGS:BANRBanks

Top Dividend Stocks To Consider In February 2026

As February 2026 begins, major U.S. stock indexes have surged, with the Dow Jones Industrial Average gaining 515 points and the S&P 500 nearing a record high, reflecting investor optimism amid recent economic developments. In this buoyant market environment, dividend stocks can offer a compelling opportunity for investors seeking steady income and potential growth, especially as companies continue to navigate evolving trade dynamics and economic policies.
NasdaqGM:ANIP
NasdaqGM:ANIPPharmaceuticals

Is ANI Pharmaceuticals (ANIP) Pricing Reflect Long Term Cash Flow Potential?

Investors may be wondering whether ANI Pharmaceuticals is fairly priced at its recent levels, or if the market is overlooking something in the current share price. The stock closed at US$81.27, with returns of 2.2% over 7 days, 3.3% over 30 days, 3.6% year to date, 35.9% over 1 year, 81.2% over 3 years and 155.5% over 5 years. These figures may have some investors reassessing both upside potential and risk. Recent attention around ANI Pharmaceuticals has focused on its position within the...
NasdaqGS:INMD
NasdaqGS:INMDMedical Equipment

InMode Weighs Steel Partners Offer And Future Earnings Pressure

InMode (NasdaqGS:INMD) confirmed it received a non binding proposal from Steel Partners Holdings L.P. to acquire a majority stake. The board has formed an independent committee to evaluate this proposal and consider a range of potential alternatives. The review process is underway and could result in a change of control or other significant outcomes for existing shareholders. InMode focuses on medical devices for aesthetic and wellness procedures, an area that sits at the intersection of...
NYSE:J
NYSE:JProfessional Services

Jacobs Solutions (J) Margin Volatility Tests Bullish Earnings Narratives After Q1 2026 Results

Jacobs Solutions (J) opened fiscal Q1 2026 with revenue of about US$3.3b and basic EPS of US$1.12, setting the tone for how the year is starting after a busy 2025. The company has seen quarterly revenue move from roughly US$2.9b in Q1 2025 to US$3.3b in the latest quarter, while basic EPS shifted from a small loss of about US$0.10 to a profit of US$1.12, a swing that puts the focus firmly on how sustainable those margins prove to be. See our full analysis for Jacobs Solutions. With the...
NasdaqGM:NRIX
NasdaqGM:NRIXBiotechs

Nurix Therapeutics (NRIX) Is Down 7.4% After Pivotal Bexobrutideg Update and Wider 2025 Loss

In late January 2026, Nurix Therapeutics reported full-year 2025 revenue of US$83.98 million, up from US$54.55 million, alongside a wider net loss of US$264.46 million and an Employee Stock Ownership Plan-related shelf registration for up to 5,090,373 common shares worth about US$98.80 million. The results came as Nurix advanced its lead BTK degrader bexobrutideg into pivotal DAYBREAK development with Orphan Drug and Fast Track status, backed by partnerships with Gilead, Sanofi, and Pfizer...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

NXP Refocuses On Automotive And AI As MEMS And RF Power Exit

NXP Semiconductors has completed the sale of its MEMS sensor business. The company is exiting new RF Power developments and winding down that activity. Management is concentrating resources on software-defined vehicles, physical AI, and industrial/IoT opportunities. These moves come as NXP adjusts its portfolio in the context of margin and inventory pressures. NXP Semiconductors (NasdaqGS:NXPI) is reshaping its business around areas it views as core to its future identity, while stepping...
NasdaqGS:COLM
NasdaqGS:COLMLuxury

Columbia Sportswear (COLM) Margin Compression Reinforces Bearish Profitability Narratives

Columbia Sportswear (COLM) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$1.74, alongside net income excluding extra items of US$93.2 million. This set of results kept margins firmly in focus for the year. Over recent periods, the company has seen quarterly revenue move from US$931.8 million and EPS of US$1.56 in Q3 2024 to US$1.1b and EPS of US$1.74 in Q4 2025, while trailing twelve month EPS of US$3.24 sits against total revenue of about US$3.4b. With net...
NasdaqGS:CBC
NasdaqGS:CBCBanks

Is Central Bancompany (CBC) Pricing Reflect Its Strong Multi‑Year Share Price Performance

If you are wondering whether Central Bancompany's current share price lines up with its underlying value, you are not alone. The stock last closed at US$24.52, with returns of 1.9% over 7 days, 2.9% over 30 days, 2.8% year to date and 89.2% over 1 year, plus 99.0% over 3 years and 142.0% over 5 years. Recent attention on Central Bancompany has centered on its share price performance and how it fits into investors' views on regional bank stocks. This has put more focus on whether the current...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Rocket Lab Balances Record SDA Contract With Mars Program Setback

Rocket Lab (NasdaqCM:RKLB) has secured an $816 million multi year contract with the U.S. Space Development Agency to design and build missile defense satellites. The award is described as the largest contract in the company’s history and is expected to support a significant expansion of its satellite manufacturing activities. In contrast, the cancellation of NASA’s Mars Sample Return project has removed a potential avenue of future work that Rocket Lab had been targeting. For you as an...
NYSE:SHW
NYSE:SHWChemicals

Is Sherwin-Williams (SHW) Pricing In Too Much Optimism After Its Recent Share Price Strength

With Sherwin-Williams trading at around US$368.91, this article explores whether the stock is priced for perfection or still offers some value, and walks through what the current share price might be telling you. The stock has returned 5.5% over the last 7 days, 11.1% over the last 30 days, 12.5% year to date, 2.1% over 1 year, 60.9% over 3 years, and 62.4% over 5 years. These figures provide important context for any view on value today. Recent coverage has focused on Sherwin-Williams as a...
NYSE:DOC
NYSE:DOCHealth Care REITs

Healthpeak Properties (DOC) Posts Steady FFO Challenging Bearish Cash Flow Narratives

Latest FY 2025 results set the stage Healthpeak Properties (DOC) has wrapped up FY 2025 with Q4 revenue of US$719.4 million, basic EPS of US$0.16, and Funds From Operations of US$328.6 million, giving investors a fresh read on both reported earnings and REIT cash generation. Over the past six quarters, revenue has ranged from US$694.3 million to US$719.4 million a quarter, while EPS has moved between a loss of US$0.17 and a profit of US$0.16. This highlights how accounting earnings can swing...
NYSE:URI
NYSE:URITrade Distributors

Is It Too Late To Consider United Rentals (URI) After Recent Share Price Pullback?

For readers considering whether United Rentals at around US$848 a share is still a solid deal or if the easy money has already been made, this article explains what the current price implies about value. The stock has had a mixed run, with a 6.1% decline over the last 7 days and a 4.4% decline over the last 30 days, while still showing a 15.9% return over 1 year, 90.6% over 3 years, and 216.3% over 5 years. Recent attention on United Rentals has focused on its role as a major equipment...
NYSE:AB
NYSE:ABCapital Markets

AllianceBernstein Expands Nature Risk Tools And Private Markets Financing

AllianceBernstein Holding (NYSE:AB) has rolled out a proprietary framework to evaluate biodiversity and water risks across its investment portfolios. The framework is designed to help investment teams and clients identify and manage nature related exposures at the portfolio level. The firm has also rebranded its NAV Lending team as AB PCI Fund & Manager Finance to reflect a broader set of non dilutive capital solutions in private markets. For investors tracking NYSE:AB, these moves come...
NasdaqGM:MVIS
NasdaqGM:MVISElectronic

A Look At MicroVision (MVIS) Valuation As Interest Rises In Contract Wins For LiDAR And ADAS

Why MicroVision Is Back on Investor Radar Interest in MicroVision (MVIS) has picked up as traders focus on its push to move beyond research and development into real-world automotive contracts for advanced driver-assistance systems and autonomous driving. This renewed attention centers on whether MicroVision can turn its LiDAR and perception software portfolio into signed partnerships and production programs, a shift that would directly test the high-risk, high-reward narrative around the...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Capital Southwest JV Targets First Out Loans And Potential Value Upside

Capital Southwest (NasdaqGS:CSWC) has formed a joint venture with a private credit asset manager to target first out senior secured debt in the lower middle market. The partnership introduces an off balance sheet private fund structure that aims to widen Capital Southwest's deal access and funding options. The move is intended to expand the range of capital solutions available to clients and may influence future shareholder returns. At a current share price of $23.22, Capital Southwest...
NYSE:ATO
NYSE:ATOGas Utilities

Atmos Energy (ATO) Q1 EPS Strength Reinforces Bullish Earnings Growth Narratives

Atmos Energy (ATO) opened fiscal Q1 2026 with revenue of US$1.3b and EPS of US$2.48, alongside trailing twelve month revenue of US$4.9b and EPS of US$7.78 that frame the latest print within a steadily building earnings profile. Over recent quarters, revenue has moved from US$1.2b in Q1 2025 to US$1.3b in Q1 2026, while quarterly EPS has shifted from US$2.25 to US$2.48, supported by trailing twelve month net income of about US$1.2b. This keeps the focus firmly on how durable current margin...
NYSE:CSR
NYSE:CSRResidential REITs

A Look At Centerspace (CSR) Valuation As Shares Trade Below One Intrinsic Value Estimate

Without a fresh headline event driving trading, Centerspace (CSR) still gives you some concrete numbers to work with, from recent share performance to reported revenue and net income trends. See our latest analysis for Centerspace. At a share price of US$64.00, Centerspace’s recent performance has been mixed, with a 6.67% 90 day share price return contrasting with a 4.43% year to date share price decline, while the 1 year total shareholder return of 7.93% reflects steadier longer term...
NasdaqGS:CALM
NasdaqGS:CALMFood

A Look At Cal-Maine Foods (CALM) Valuation After Q2 Results And Clean Egg Acquisition

Cal-Maine Foods (CALM) has just combined a softer second-quarter fiscal 2026 earnings update, as egg prices normalized from earlier highs, with the acquisition of Clean Egg LLC’s Texas production assets, which expands its specialty cage-free and free-range footprint. See our latest analysis for Cal-Maine Foods. The recent second quarter update and Clean Egg acquisition come after a mixed run for investors, with a 9.61% 1 month share price return and a 10.45% year to date share price return...
NYSE:PAR
NYSE:PARSoftware

Assessing PAR Technology (PAR) Valuation After Recent Share Price Pullback

PAR Technology stock performance snapshot PAR Technology (PAR) has drawn investor attention after a sharp pullback, with the share price at $23.57 and negative returns over the past week, month, past 3 months, year, and 5 years. See our latest analysis for PAR Technology. At the current share price of $23.57, PAR Technology’s short term momentum has weakened, with a 7 day share price return of 17.44% and a 30 day share price return of 34.89%, while the 1 year total shareholder return of...
NYSE:HMN
NYSE:HMNInsurance

Improved Combined Ratios And 9.5% Net Margin Challenge Horace Mann Educators Valuation Concerns

Horace Mann Educators (HMN) just wrapped up FY 2025 with Q4 revenue of US$434.8 million and basic EPS of US$0.89, rounding out a year in which trailing twelve month revenue reached about US$1.7 billion and EPS came in at roughly US$3.97. The company has seen quarterly revenue move from US$409 million in Q4 2024 to US$434.8 million in Q4 2025, with basic EPS over that span ranging between US$0.71 and US$1.42, highlighting how efficiently those premiums and fees are translating into profit. For...
NasdaqGM:SGMT
NasdaqGM:SGMTBiotechs

Assessing Sagimet Biosciences (SGMT) Valuation After Positive Denifanstat Phase 3 Acne Trial Results

Sagimet Biosciences (SGMT) is back on investors’ radar after partner Ascletis Pharma reported that Denifanstat, also known as ASC40, met all primary and secondary endpoints in a Phase 3 acne trial. See our latest analysis for Sagimet Biosciences. Despite the positive Phase 3 acne data, Sagimet’s 1 day share price return was a 7.32% decline to US$6.08. Its 30 day share price return of 9.75% contrasts with a 20.94% decline over 90 days and a 1 year total shareholder return of 18.52%, suggesting...
NYSE:RYN
NYSE:RYNSpecialized REITs

Is Rayonier (RYN) Pricing Reflect Its DCF And P/E Valuation Gap Today

If you are wondering whether Rayonier is attractively priced at its current level, or if you are better off waiting, this article walks through what the numbers say about value. Rayonier shares most recently closed at US$22.77, with returns of 1.2% over 7 days, 2.4% over 30 days, 5.4% year to date, and a 1 year return of a 1.9% decline alongside 3 year and 5 year returns of 18.5% and 9.9% declines. Recent coverage has focused on Rayonier's position as a timber and real estate investment...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Is CrowdStrike (CRWD) Pricing Reflect Recent Pullback And Cybersecurity Momentum Accurately

If you are looking at CrowdStrike Holdings and wondering whether the current share price lines up with the underlying business, this article will walk through what the numbers are actually saying about value. The stock last closed at US$415.36, with returns of 11.5% decline over 7 days, 9.0% decline over 30 days, 8.4% decline year to date, 0.4% decline over 1 year, 262.8% over 3 years and 79.5% over 5 years. These figures give important context before comparing that price to any estimate of...