U.S. Software Stock News

NasdaqGS:JJSF
NasdaqGS:JJSFFood

J&J Snack Foods (JJSF) Margin Squeeze Challenges Bullish Earnings Growth Narratives

J&J Snack Foods (JJSF) opened fiscal 2026 with Q1 revenue of US$343.8 million and basic EPS of US$0.05, while trailing twelve month revenue stood at about US$1.6 billion with EPS of US$3.16. Over recent quarters the company has seen revenue move from US$426.8 million in Q4 2024 to US$454.3 million in Q3 2025 and US$410.2 million in Q4 2025, alongside quarterly EPS figures that ranged from US$1.52 to US$2.27 over that stretch before the latest step down. With trailing net margins compressing...
NasdaqGM:PDYN
NasdaqGM:PDYNMachinery

Are Palladyne AI’s (PDYN) New Defense Wins Quietly Redefining Its Core Competitive Moat?

Palladyne AI Corp. recently announced two defense wins: a mission-critical missile propulsion subsystem contract with a major U.S. defense prime and an Air Force Research Laboratory HANGTIME award leveraging its SwarmOS™ platform for coordinated autonomous systems across space, air, maritime, and land. Together, these contracts deepen Palladyne AI’s role in the U.S. defense industrial base, extend its technology stack into satellites, and add roughly US$1,000,000 of expected 2026 revenue...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

Is Sarepta (SRPT) Quietly Redefining Its Rare Disease Strategy With a Huntington’s Trial Bet?

Sarepta Therapeutics, Inc. recently received Medsafe approval in New Zealand for its clinical trial application to begin INSIGHTT, a first-in-human Phase 1 study of SRP-1005, an investigational siRNA therapy for Huntington’s Disease that will assess safety and tolerability in about 24 participants. This marks Sarepta’s move beyond Duchenne muscular dystrophy into Huntington’s Disease, an area with no approved disease-modifying treatments targeting the underlying cause. We will now examine...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Is It Too Late To Consider Buying Woodward (WWD) After Its Strong Share Price Run?

For readers wondering whether Woodward is still reasonably priced after a strong run, or if the value case has started to thin out, this article focuses squarely on what the current share price might imply. Woodward last closed at US$373.31, with returns of 14.5% over 7 days, 15.9% over 30 days, 20.1% year to date, 97.5% over 1 year, 266.5% over 3 years and 234.1% over 5 years. These figures naturally raise questions about how much of the story might already be reflected in the price. Recent...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

Assessing PC Connection (CNXN) Valuation After Recent Share Price Moves

Why PC Connection is on investors’ radar today PC Connection (CNXN) has attracted attention after recent share price moves, with the stock closing at $60.15. That is putting fresh focus on how its current valuation compares with its fundamentals. See our latest analysis for PC Connection. Recent moves, including a 2.31% 1 day share price return and a 5.75% year to date share price return, sit alongside a 1 year total shareholder return of 15.34% decline. As a result, short term momentum...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global E Online Partnership Renewal With Shopify And Shift To Profitability

Global-E Online (NasdaqGS:GLBE) renewed its multi-year commercial partnership with Shopify, reinforcing its role in supporting Shopify merchants with cross border e-commerce solutions. The company recently reported GAAP profitability, reaching a key profitability threshold alongside its existing relationship with one of the largest e-commerce platforms. Global-E Online focuses on helping brands sell internationally by handling localization, payments, and logistics for cross border...
NYSE:MBC
NYSE:MBCBuilding

Is MasterBrand’s (MBC) KBIS Showcase With Cambria a Subtle Upgrade to Its Premium Brand Story?

MasterBrand, Inc. announced that it is collaborating with Cambria Surfaces on a feature kitchen at the 2026 Kitchen and Bath Industry Show in Orlando, showcasing Omega Cabinetry’s new Jon micro-onlay slab door style and a wall cabinet arch door modification alongside Cambria’s latest quartz designs. This collaboration spotlights MasterBrand’s high-end Omega craftsmanship and Cambria’s customizable quartz surfaces in a single, design-forward installation, potentially reinforcing MasterBrand’s...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell Reshapes Portfolio With Aerospace Spin And Quantinuum IPO Plans

Honeywell International (NasdaqGS:HON) is planning to separate its Aerospace business in 2026. The company also holds a majority stake in quantum computing firm Quantinuum, which is anticipated to pursue an IPO in 2027. These moves could significantly change Honeywell's business mix and risk profile beyond its current reporting structure. Honeywell International, trading at $235.35 with NasdaqGS:HON, is entering this period of corporate change after a solid run in the stock. The shares are...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

TTM Technologies Deepens Defense Role With Raytheon Deal And Index Shift

TTM Technologies (NasdaqGS:TTMI) announced a multi year supply agreement with Raytheon for the LTAMDS air and missile defense program. The company was added to the S&P MidCap 400 index, a change that can influence how index tracking funds and institutional investors view the stock. TTM reported upcoming board retirements and the appointment of two new directors, including a former U.S. Secretary of the Army and an experienced aerospace executive. TTM Technologies focuses on printed circuit...
NYSE:RVTY
NYSE:RVTYLife Sciences

Revvity (RVTY) Deepens AI And Buybacks Strategy: Is Diagnostics Now Its Core Value Engine?

In early February 2026, Revvity, Inc. reported fourth-quarter 2025 results showing higher sales of US$772.06 million and improved earnings, as well as full-year 2025 revenue of US$2.86 billion alongside lower net income and diluted EPS than the prior year. Beyond the headline beat, management highlighted 7% organic growth in the diagnostics segment, share repurchases of over US$800 million, and new AI-enabled drug discovery tools such as Signals Synthetica as evidence of progress in the...
NYSE:ENS
NYSE:ENSElectrical

EnerSys (ENS) Valuation Check After Strong Multi Period Share Price Gains

EnerSys stock at a glance after recent gains EnerSys (ENS) has quietly moved higher recently, with the share price at $185.03 and total return figures over the past year and past 3 months giving investors fresh performance context. See our latest analysis for EnerSys. The recent move to a share price of $185.03 follows a strong run, with a 30-day share price return of 19.44% and a 90-day share price return of 43.15%. The 1-year total shareholder return of 97.14% and 3-year total shareholder...
NYSE:CDP
NYSE:CDPOffice REITs

A Look At COPT Defense Properties (CDP) Valuation As Earnings Optimism Lifts Recent Share Price Moves

COPT Defense Properties earnings anticipation and recent stock move COPT Defense Properties (CDP) is back in focus as traders position ahead of its February 5, 2026 quarterly earnings release, with expectations centered on an earnings per share figure of $0.47. The stock has drawn interest as investors weigh those earnings expectations, recent share price gains over the past month, and relatively modest annual revenue growth compared with other real estate names. See our latest analysis for...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Is Remitly (RELY) Quietly Recasting Its Remittance Model Into a Higher-Margin Fintech Platform?

Remitly Global recently reported that active customers grew 31.9% year over year to 8.86 million, while full-year EPS turned positive and free cash flow margins strengthened, underscoring improving fundamentals ahead of its recent investor day. The investor day also highlighted rapid uptake of new offerings like Remitly Flex and Remitly Wallet, which management expects to deliver higher-margin revenue streams and diversify the business beyond core remittances. Next, we’ll explore how this...
NYSE:IEX
NYSE:IEXMachinery

Idex (IEX) Margin Compression Tests Bullish Premium P E Narrative

IDEX (IEX) closed out FY 2025 with Q4 revenue of US$899.1 million and basic EPS of US$1.72, alongside net income of US$128.3 million, setting the tone for how investors digest the latest print. Over the last few quarters, the company has seen revenue move from US$862.9 million in Q4 2024 to US$899.1 million in Q4 2025, while basic EPS shifted from US$1.63 to US$1.72. This gives a clearer picture of how the top line and per share earnings have tracked together. With a trailing net profit...
NYSE:KTB
NYSE:KTBLuxury

A Look At Kontoor Brands (KTB) Valuation After Recent Share Price Rebound And Undervaluation Narrative

What Kontoor Brands’ Recent Share Performance Tells You Kontoor Brands (KTB) has seen mixed share performance recently, with a 14.0% move over the past week, a 7.4% gain over the past month, and a 9.4% decline over the past 3 months. See our latest analysis for Kontoor Brands. At a share price of $65.53, Kontoor Brands’ recent momentum has shifted, with a strong 7 day share price return of 14.0% and a year to date share price return of 6.55%, set against a 1 year total shareholder return...
NYSE:FND
NYSE:FNDSpecialty Retail

Assessing Floor & Decor (FND) Valuation As Store Expansion Continues Despite Softer Housing Market

Why Floor & Decor Holdings (FND) is back on investors' radar Floor & Decor Holdings (FND) is drawing fresh attention after persisting with an aggressive store expansion plan despite softer housing activity. This is prompting investors to reassess how its growth ambitions line up with current market conditions. See our latest analysis for Floor & Decor Holdings. At a share price of US$70.10, Floor & Decor has seen firm near term momentum, with a 30 day share price return of 9.77% and a 90 day...
NYSE:BKU
NYSE:BKUBanks

Do Diverging Analyst Views On BankUnited (BKU) Reveal Strengths Or Strains In Its Profit Model?

In recent days, BankUnited has been the focus of updated analyst ratings from firms including Jefferies, Citigroup, Goldman Sachs, and Barclays, reflecting a wide range of views on the bank’s prospects amid ongoing operational challenges. This mix of bullish and bearish perspectives offers investors a clearer view of how BankUnited’s market positioning compares with peers facing similar profitability and growth pressures. Next, we’ll examine how this shift in analyst sentiment toward...
NYSE:OUT
NYSE:OUTSpecialized REITs

Is OUTFRONT Media (OUT) Using Formula E Miami To Redefine Its Sports Advertising Edge?

OUTFRONT Media announce that it has been named the Official Out-of-Home Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated., gaining Formula E IP rights to run branded campaigns and fan activations across Miami and South Florida during and around race weekend. This agreement extends OUTFRONT’s growing presence around major sports and cultural events while highlighting its sustainability efforts, from LED conversions to transit-focused...
NasdaqCM:SGML
NasdaqCM:SGMLMetals and Mining

Brazil Ruling Eases Sigma Lithium Fears As Ramp Up Continues

Brazil's mining regulator confirmed the safety of Sigma Lithium's waste piles, directly addressing recent media allegations around its operations. The regulator's statement supports the continued ramp up of Sigma Lithium's Brazilian operations without additional safety restrictions. The clarification comes as the company, trading as NasdaqCM:SGML, faces heightened scrutiny over environmental and operational risks. For investors watching NasdaqCM:SGML, this regulatory confirmation follows a...
NYSE:HPQ
NYSE:HPQTech

Is HPQ Now A Potential Opportunity After Prolonged Share Price Weakness

If you are wondering whether HP's share price really reflects what the business is worth, you are not alone, and that is exactly what this article will help you unpack. HP's stock closed at US$19.82, with a 4.0% gain over the last 7 days, set against an 8.5% decline over 30 days and a 10.4% decline year to date, as well as a 36.4% decline over 1 year, 25.1% over 3 years and 13.5% over 5 years. These moves have come as investors continue to reassess established tech names like HP in the...
NYSE:ALL
NYSE:ALLInsurance

Allstate’s Bigger Payouts And Buyback Raise Questions On Future Returns

Allstate (NYSE:ALL) announced a significant dividend increase following its Q4 results. The company also authorized a new $4b share repurchase program. These capital return measures were introduced after reporting strong Q4 performance. Allstate is a major US property and casualty insurer, with a core focus on auto and home coverage for retail customers. The latest capital return announcement arrives as insurers continue to manage claims costs, pricing, and catastrophe exposure. All of...
NYSE:JKS
NYSE:JKSSemiconductor

A Look At JinkoSolar Holding’s Valuation After New Cybersecurity Certification For Jinko ESS

JinkoSolar Holding (NYSE:JKS) is back in focus after its North American energy storage unit, Jinko ESS, received IEC 62443-2-4 cybersecurity certification, an independent audit that could matter for utility and data center oriented investors. See our latest analysis for JinkoSolar Holding. The IEC 62443-2-4 news lands after a sharp 8.46% 1-day share price return to US$27.56. However, the 90-day share price return is a 3.57% decline and the 3-year total shareholder return is a 37.52% loss,...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Assessing Microsoft (MSFT) Valuation After Recent Share Price Pullback

Microsoft’s recent performance in focus Microsoft (MSFT) has drawn fresh attention after a period where the stock showed a 13.4% decline over the past month and a 16.6% decline over the past 3 months, prompting investors to reassess fundamentals. See our latest analysis for Microsoft. The recent 12.4% year to date share price decline, alongside a 13.4% 30 day and 16.6% 90 day share price pullback, contrasts with a 1 year total shareholder return of 0.3% and a 3 year total shareholder return...
NYSE:DTE
NYSE:DTEIntegrated Utilities

Assessing DTE Energy (DTE) Valuation After Steady Returns And Grid Investment Plans

DTE Energy (DTE) has attracted fresh attention after recent share price moves, with the stock last closing at $135.70. That has investors revisiting its returns, earnings profile, and current valuation. See our latest analysis for DTE Energy. The recent move to a $135.70 share price comes after a 5.36% 1 month share price return and a 14.34% 1 year total shareholder return, suggesting momentum has been steady rather than dramatic as the market reassesses DTE Energy’s earnings profile and...