U.S. Software Stock News

NasdaqGS:ABCL
NasdaqGS:ABCLLife Sciences

Is AbCellera (ABCL) Trading Its Platform Identity For Higher-Stakes Clinical Ambitions?

AbCellera Biologics recently highlighted its transition from a service-focused antibody discovery platform to a clinical-stage biotech, with proprietary candidates ABCL635 and ABCL575 now in Phase 1 trials and more than 100 partnered programs contributing potential royalties. This shift toward owning drug assets, alongside a broad royalty portfolio that includes 18 clinical programs, marks a meaningful change in how AbCellera may create and capture value within biopharma. We’ll now examine...
NasdaqGS:ASTE
NasdaqGS:ASTEMachinery

Assessing Astec Industries (ASTE) Valuation After Strong Recent Share Price Performance

Recent performance snapshot for Astec Industries (ASTE) Astec Industries (ASTE) has drawn fresh attention after a strong run over the past year, with the stock showing positive returns over the past month, past 3 months, and year to date. See our latest analysis for Astec Industries. The recent 7 day share price return of 14.29% and 30 day share price return of 17.73% build on a year to date share price return of 22.03%, while the 1 year total shareholder return of 63.86% contrasts with a...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Is Avis Budget Group’s Zipcar Consolidation a Shift in CAR’s Long-Term Mobility Strategy?

Avis Budget Group has already begun consolidating its Zipcar subsidiary’s corporate operations by closing Zipcar’s Boston headquarters, cutting more than 100 roles, and shifting oversight to the parent’s New Jersey base while keeping local field and fleet teams in place to maintain service in existing markets. This move underscores Avis Budget Group’s effort to tighten costs around Zipcar, treating car-sharing as a more experimental part of its portfolio while centralizing resources for...
NYSE:LTH
NYSE:LTHHospitality

A Look At Life Time Group Holdings (LTH) Valuation After Fresh 2025 And 2026 Earnings Guidance

Fresh guidance gives investors clearer guardrails Life Time Group Holdings (LTH) recently issued earnings guidance for the fourth quarter of 2025 and the full years 2025 and 2026, giving investors fresh revenue and profit ranges to anchor expectations. The company outlined projected Q4 2025 revenue of about $743 million to $745 million, with net income of $120 million to $123 million, alongside updated full year views that extend into 2026. See our latest analysis for Life Time Group...
NasdaqGS:PRAX
NasdaqGS:PRAXBiotechs

Is Praxis Precision Medicines (PRAX) Now Pricing In Recent Pipeline Progress And Volatile Share Gains

If you are looking at Praxis Precision Medicines and wondering whether the recent excitement is already in the price, you are not alone. The stock closed at US$303.34, with a 9.5% gain over the last 30 days, a 5.9% return year to date, a 243.8% return over 1 year, a 366.0% return over 3 years, and a 62.0% decline over 5 years. Recent company specific news has kept Praxis in focus for investors and added context to these share price moves. Headlines around its pipeline progress, regulatory...
NYSE:BX
NYSE:BXCapital Markets

Is Blackstone (BX) Pricing Reflect Recent Pullback And Premium P/E Valuation?

If you are wondering whether Blackstone's current share price lines up with its underlying value, you are not alone. This article is built to help you frame that question clearly. After a strong multi year run, the stock has recently pulled back, with returns of 8.3% over 7 days, 17.1% over 30 days, 15.3% year to date, and 20.7% over the past year, compared with gains of 54.3% over 3 years and 122.6% over 5 years. Recent market attention has focused on Blackstone in the context of broad...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

Is JetBlue Airways (JBLU) Now Attractive After Recent Share Price Rebound?

Wondering if JetBlue Airways at around US$5.96 is a bargain or a value trap? This article walks through what the current price really reflects. The stock has returned 18.3% over the last 7 days and 24.2% over the last 30 days, while the 1 year return is a 2.6% decline and the 5 year return is a 64.2% decline. This mix can change how investors think about both risk and potential reward. Recent coverage has focused on JetBlue's ongoing efforts to reshape its route network and cost base, as...
NasdaqGS:SHC
NasdaqGS:SHCLife Sciences

Assessing Sotera Health (SHC) Valuation After Recent Share Price Swings

Why Sotera Health is Back on Investors’ Radar Sotera Health (SHC) continues to attract attention after recent share price swings, with returns over the past month, past 3 months and year giving investors fresh data points to reassess the stock. See our latest analysis for Sotera Health. Recent trading has cooled slightly, with a 30 day share price return showing a 4.7% decline after a stronger 90 day gain of 13.84%. The 1 year total shareholder return of 29.35% highlights momentum that...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

Evaluating NANO Nuclear Energy (NNE) After Hiring Veteran Licensing Director Michael Montecalvo

Why the new Licensing Director matters for NANO Nuclear Energy (NNE) NANO Nuclear Energy (NasdaqCM:NNE) has appointed Michael Montecalvo as Licensing Director, a move centered on strengthening its licensing strategy and regulatory engagement for microreactor and advanced reactor projects. Montecalvo brings over 30 years of experience across the U.S. Navy, commercial nuclear operators, advanced reactor developers, and the U.S. Nuclear Regulatory Commission. This background gives him a broad...
NasdaqGS:REYN
NasdaqGS:REYNHousehold Products

Reynolds Consumer Products (REYN) Margin Slippage Challenges Bullish Earnings Growth Narratives

Reynolds Consumer Products FY 2025 earnings snapshot Reynolds Consumer Products (REYN) has wrapped up FY 2025 with fourth quarter revenue of US$1.0 billion and basic EPS of US$0.56, alongside net income of US$118 million, putting fresh numbers behind the current US$23.91 share price. Over the past two reported fourth quarters, revenue has moved from US$1.0 billion in Q4 2024 to US$1.0 billion in Q4 2025, while basic EPS shifted from US$0.58 to US$0.56. This gives investors a clear view of how...
NasdaqGS:UAL
NasdaqGS:UALAirlines

United Airlines Bets On Starlink Wi Fi To Reinforce Premium Thesis

United Airlines Holdings (NasdaqGS:UAL) is rolling out Starlink high speed satellite Wi Fi across its fleet. More than 300 regional aircraft are already equipped, with a target of over 800 planes by year end. The rollout is positioned as a step change in in flight connectivity for United customers. Marketing tied to a prominent event is highlighting the scale and timing of this upgrade. United, a major US carrier with a large domestic and international network, is using this Starlink...
NYSE:CBT
NYSE:CBTChemicals

Cabot (CBT) Margin Compression Challenges Bullish Profitability Narratives In Q1 2026

Cabot (CBT) opened fiscal Q1 2026 with revenue of $849 million and basic EPS of $1.39, setting a clear snapshot of its latest trading quarter for investors focused on both the top and bottom line. Over recent periods, the company has seen quarterly revenue move from $955 million in Q1 2025 to $899 million in Q4 2025 and then to $849 million in Q1 2026, while basic EPS shifted from $1.69 to $0.79 to $1.39 across those same quarters, giving a mixed picture on earnings momentum as margins...
NYSE:COF
NYSE:COFConsumer Finance

A Look At Capital One Financial (COF) Valuation After Recent Share Price Swings

Capital One Financial (COF) is back in focus after recent share price swings, with the stock showing mixed returns over the past month and over the past three months as investors reassess its value. See our latest analysis for Capital One Financial. At a share price of US$225.46, Capital One Financial has seen a recent 7 day share price return of 3.23% after a 30 day share price return of a 10% decline. Its 1 year total shareholder return of 12.05% and 3 year total shareholder return of about...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Is Limbach Holdings (LMB) Pricing Look Attractive After Recent Multi Year Share Price Swings

If you are wondering whether Limbach Holdings at around US$82.48 is priced attractively or has run ahead of itself, you are not alone. The stock is up 0.9% over the past week, slightly lower by 1.9% over the last 30 days, ahead by 4.3% year to date, but still showing an 18.2% decline over the past year and a very large gain over three and five years. Recent coverage of Limbach has focused on its position within capital goods and how investors are reassessing contractors that can handle...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

Is It Time To Reconsider eToro Group (ETOR) After Recent Share Price Slide?

If you are wondering whether eToro Group's share price reflects its real worth, this article walks through the numbers so you can judge that for yourself. The stock last closed at US$26.54, after a 15.5% decline over the past week and a 26.9% decline over the past month, with the year to date return at a 25.6% decline. Recent news around eToro Group has focused on its position as a multi asset trading platform and its role in giving retail investors access to a wide range of financial...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Is It Time To Reassess Johnson & Johnson (JNJ) After Strong Share Price Gains?

If you are asking whether Johnson & Johnson’s current share price still offers value, you are not alone. That is exactly what this article is going to unpack for you. The stock last closed at US$234.47, with returns of 3.0% over 7 days, 14.8% over 30 days, 13.1% year to date, 56.2% over 1 year, 57.0% over 3 years, and 62.0% over 5 years. This naturally raises questions about how the recent performance lines up with underlying value. Recent news around Johnson & Johnson has focused on its...
NYSE:NYT
NYSE:NYTMedia

Is New York Times (NYT) Trading Profitability For AI Defense In Its Digital Expansion Strategy?

The New York Times Company recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$802.31 million for the quarter and US$2.82 billion for the year, alongside higher net income and earnings per share than in 2024. Beneath the headline growth, investors focused on higher operating costs tied partly to AI copyright litigation and on how increased spending might affect the profitability of the company’s expanding digital subscription and advertising...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Is Motiva’s U.S. Launch And Reconstruction Pathway Altering The Investment Case For Establishment Labs (ESTA)?

In late 2025, Baron Discovery Fund highlighted Establishment Labs Holdings’ Motiva breast implants as a key contributor, citing lower safety risks, aesthetic benefits, and a solid ongoing U.S. aesthetic market launch, while the company reported record quarterly revenue and continued positive adjusted EBITDA. Investor attention has centered on Establishment Labs’ progress toward potential U.S. breast reconstruction approval and its goal of reaching free cash flow positivity, which together...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare Technologies (GEHC) EPS Decline Tests Bullish Value Narrative

GE HealthCare Technologies (GEHC) has wrapped up FY 2025 with fourth quarter revenue of US$5.7b and basic EPS of US$1.29, setting the tone for how the full year is shaping up. The company has seen quarterly revenue move from US$5.3b in Q4 2024 to US$5.7b in Q4 2025, while basic EPS shifted from US$1.58 to US$1.29 over the same period, with trailing twelve month EPS at US$4.57 on revenue of US$20.6b. Overall, margins sit in the context of a 10.1% trailing net profit margin, giving investors a...
NasdaqGS:KC
NasdaqGS:KCIT

Kingsoft Cloud (KC) Is Down 7% After Upward Earnings Revisions Reshape Its Profit Outlook – What's Changed

In recent weeks, Kingsoft Cloud Holdings has drawn attention as analysts have increasingly revised their earnings estimates higher, reflecting stronger expectations for the company’s profitability. This broad-based upgrade in forecasts has also improved Kingsoft Cloud’s position in third-party ranking systems that emphasize earnings estimate trends, highlighting a shift in how the market assesses its outlook. Next, we’ll examine how this wave of upward earnings revisions shapes Kingsoft...