U.S. Software Stock News

NYSE:IVT
NYSE:IVTRetail REITs

Is It Time To Reassess InvenTrust Properties (IVT) After Its Recent Share Price Strength?

If you are wondering whether InvenTrust Properties is fairly priced at its current level, this article will help you unpack what that share price might be implying about the company. The stock most recently closed at US$30.66, with returns of 5.9% over 7 days, 8.8% over 30 days, 10.0% year to date, 6.4% over 1 year, 45.3% over 3 years, and 187.6% over 5 years. Investors have been tracking company updates and sector news that frame these returns, including broader interest in listed real...
NYSE:BAC
NYSE:BACBanks

What Bank of America (BAC)'s Preferred Redemption and Card Revamp Means for Shareholders

In early February 2026, Bank of America detailed plans to redeem its Series DD preferred stock next year while aggressively reworking its credit card offerings, aiming to grow its consumer customer base and enhance profits using data and artificial intelligence. This combination of balance-sheet reshaping and a heavier push into higher-margin consumer credit highlights how the bank is recalibrating its mix of funding and growth engines. We’ll now examine how Bank of America’s renewed credit...
NYSE:SWK
NYSE:SWKMachinery

Stanley Black & Decker Reshapes Portfolio With CAM Sale And Cost Cuts

Stanley Black & Decker (NYSE:SWK) agreed to sell its Consolidated Aerospace Manufacturing business for $1.8b in cash. The company plans to use the proceeds to reduce debt as it completes a $2.1b run rate global cost reduction program. Recent changes include a new General Counsel, an incoming Board Chair, and an additional director, marking a broad leadership refresh. For investors watching NYSE:SWK, these moves come with the stock at $85.57 and a mixed return profile. The shares are up 8.2%...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Power Integrations Governance Shifts Highlight Valuation And Incentive Questions

Power Integrations (NasdaqGS:POWI) has announced a chairman transition, with Balu Balakrishnan stepping down as Chairman of the Board and remaining as a director. Balakrishnan S. Iyer has been appointed as the new independent Chairman of the Board. The company has also granted inducement equity awards to new executive hires under an expanded equity compensation plan. These actions highlight changes in board leadership and how the company is structuring incentives for incoming...
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...