U.S. Software Stock News

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...