U.S. Software Stock News

NYSE:AMP
NYSE:AMPCapital Markets

Is It Time To Reassess Ameriprise Financial (AMP) After Strong Multi‑Year Share Price Gains

If you are wondering whether Ameriprise Financial's current share price gives you genuine value, this article will help you size up what you might actually be paying for. The stock last closed at US$530.05, with returns of 6.4% over the past week, 7.3% over the last month, 7.3% year to date and 0.3% over the past year, set against longer term returns of 56.5% over three years and 166.6% over five years. Recent coverage around Ameriprise Financial has focused on its position as a large,...
NYSE:MRK
NYSE:MRKPharmaceuticals

Merck (MRK) Margin Surge And 56.7% Earnings Growth Challenge Cautious Growth Narratives

Merck (MRK) has put up another solid quarter for FY 2025, with Q3 revenue of US$17.3b and basic EPS of US$2.32 alongside net income of US$5.8b. The company has seen revenue move from US$16.7b in Q3 2024 to US$17.3b in Q3 2025, while trailing twelve month EPS sits at US$7.57 and net income at US$19.0b. This gives investors a clear read on a business that is pairing sizeable sales with a thick profit margin. See our full analysis for Merck. With the latest numbers on the table, the next step is...
NasdaqGS:LNT
NasdaqGS:LNTElectric Utilities

Alliant Energy Weighs Renewables Push And Data Center Growth Outlook

Alliant Energy is accelerating its move away from coal and gas toward a larger wind, solar, and battery storage portfolio across its Midwest service area. The company is adding long term power contracts with data centers, tying future demand to large, energy intensive customers. Management has outlined a sizable capital expenditure plan focused on grid modernization and renewables build out. Alliant Energy, traded as NasdaqGS:LNT, is reshaping its business around cleaner generation while...
NYSE:PRMB
NYSE:PRMBBeverage

Is Primo Brands (PRMB) Pricing Look Attractive After Recent Share Price Rebound?

If you are wondering whether Primo Brands at US$19.51 is priced attractively or asking too much for its prospects, you are not alone. The stock has returned 4.2% over the last 7 days and 17.1% over the last 30 days, yet its 1 year return sits at a 40.8% decline, with longer term 3 year and 5 year returns of 34.9% and 27.1%. Recently, market attention on Primo Brands has been shaped by company specific updates and sector focused commentary that have put food and beverage names back on many...
NYSE:MOS
NYSE:MOSChemicals

How Scotiabank’s Upgrade and Input Cost Shifts At Mosaic (MOS) Has Changed Its Investment Story

In recent days, Scotiabank upgraded The Mosaic Company to “Outperform,” citing expectations that phosphate stripping margins are bottoming and that lower ammonia and sulphur costs could support its fertilizer business. This shift in analyst sentiment highlights how changing input cost trends and margin expectations can reshape perceptions of Mosaic’s position across the phosphate and potash markets. With this upgrade and anticipated phosphate margin recovery in focus, we’ll explore how...
NYSE:WAB
NYSE:WABMachinery

Assessing Wabtec’s (WAB) Valuation After Strong Multi‑Month Share Price Gains

Why Westinghouse Air Brake Technologies Is Back on Investors’ Radar Westinghouse Air Brake Technologies (WAB) has attracted fresh investor attention after a strong run in recent months, prompting a closer look at how its current share price lines up with recent returns. See our latest analysis for Westinghouse Air Brake Technologies. The recent move to a US$236.27 share price comes after a 9.24% 1 month share price return and a 14.68% 3 month share price return. The 5 year total shareholder...
NYSE:NLY
NYSE:NLYMortgage REITs

A Look At Annaly Capital Management (NLY) Valuation After Its Q4 2025 Earnings Beat And Dividend Confidence

Annaly Capital Management (NLY) is back in focus after reporting better than expected Q4 2025 earnings and revenue, supported by income from agency MBS, residential credit and mortgage servicing rights. See our latest analysis for Annaly Capital Management. That earnings beat has arrived after a mixed price patch, with the 1-day share price return of 1.29% and 90-day share price return of 5.21% contrasting with a 27.60% 1-year total shareholder return. This suggests momentum has been...
NYSE:OLN
NYSE:OLNChemicals

Olin’s Soft Quarter And Chlorine Headwinds Versus Valuation Opportunity

Olin Corporation (NYSE:OLN) reported weaker than expected fourth quarter results, with performance pressured by operational issues and supply constraints. The company cited reduced demand for chlorine as a key headwind affecting its chemicals business in the period. In response, Olin is pursuing cost reductions, entering a long term supply agreement, and planning an expansion project in Brazil to support future sales. Olin is a major chlor-alkali and epoxy producer, as well as a significant...
NYSE:TFC
NYSE:TFCBanks

Is Truist Financial (TFC) Offering Value After Recent Share Price Strength?

If you are wondering whether Truist Financial's current share price offers genuine value or just headline appeal, it helps to start with how the stock has been behaving and what that might imply for risk and opportunity. The shares last closed at US$54.03, with returns of 6.2% over 7 days, 8.6% over 30 days, 8.6% year to date and 19.7% over 1 year. The 3 year and 5 year returns sit at 27.1% and 28.0% respectively. Recent coverage around Truist Financial has focused on the company as a large...
NYSE:NHI
NYSE:NHIHealth Care REITs

A Look At National Health Investors (NHI) Valuation After Recent Share Price Momentum

Why National Health Investors Is On Investors’ Radar National Health Investors (NHI) has been drawing attention after a recent period of solid share performance, and investors are weighing how its current valuation lines up with the real estate investment trust’s income profile. See our latest analysis for National Health Investors. The recent 1-month share price return of 5.56% and 90-day share price return of 6.50% suggest momentum has been building. The 1-year total shareholder return of...
NYSE:ORI
NYSE:ORIInsurance

Surging Earnings and Major Buyback Could Be A Game Changer For Old Republic International (ORI)

In January 2026, Old Republic International reported past fourth-quarter 2025 net income of US$206.3 million, almost double the prior year, alongside full-year 2025 revenue of US$9.14 billion and higher earnings per share from continuing operations. The company also completed a large US$985.74 million share repurchase program started in March 2024, retiring over 11% of its shares while reporting higher annual profits. With this earnings jump and substantial buyback in mind, we will examine...
NasdaqGS:AUGO
NasdaqGS:AUGOMetals and Mining

Aura Minerals Record 2025 Output Raises Questions On Valuation And Cash Flows

Aura Minerals reported record high Q4 and full-year 2025 production across its six operating mines. Q4 2025 output was higher year over year and above the company’s public production guidance. The update is material for shareholders of NasdaqGS:AUGO and has not yet been widely discussed on this platform. Aura Minerals, traded as NasdaqGS:AUGO, is coming off a very strong operational year, capped by record Q4 and full-year 2025 production. The shares last closed at $64.72 after a 29.4% gain...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Celsius Holdings Deepens PepsiCo Ties And Broadens Energy Drink Reach

Celsius Holdings expanded its partnership with PepsiCo, with Celsius taking on the role of U.S. Strategic Energy Drink Captain. Alani Nu is being integrated into PepsiCo’s distribution network, broadening the energy drink portfolio that moves through the same system as Celsius. These moves are designed to increase Celsius’ reach and shelf presence across U.S. retail channels. Celsius Holdings, listed as NasdaqCM:CELH, is drawing attention as it deepens its relationship with PepsiCo and...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Axsome Therapeutics (AXSM) Valuation After FDA Review Focus And Strong CNS Growth Momentum

Axsome Therapeutics (AXSM) is back in focus after fresh attention on the FDA review of Auvelity for Alzheimer’s disease agitation, along with recently reported revenue growth and positive analyst sentiment regarding its central nervous system franchise. See our latest analysis for Axsome Therapeutics. Axsome’s share price has climbed 38.07% over the past 90 days and its 1 year total shareholder return of 65.91% suggests that momentum has been building around the Auvelity Alzheimer’s agitation...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Apple Hospitality REIT (APLE) Valuation Check After New Barclays Coverage And Efficiency Push

Barclays' new coverage of Apple Hospitality REIT (APLE) has put fresh attention on the hotel owner’s efficiency push, cost controls, and portfolio refresh at a time when many investors remain cautious on hotel REITs. See our latest analysis for Apple Hospitality REIT. The latest share price of US$11.82 sits against a mixed performance record, with a 90 day share price return of 4.14% but a 1 year total shareholder return decline of 16.9%. This suggests momentum has been muted even as...
NYSE:DQ
NYSE:DQSemiconductor

Is Daqo New Energy (DQ) Pricing Reflect Its Volatile Share Performance And Solar Sector Sentiment

If you are wondering whether Daqo New Energy is priced attractively or not, you are not alone. The stock has been drawing attention from investors trying to work out if the current share price reflects its fundamentals. The recent share price tells a mixed story, with a 14.1% decline over the last 7 days and a 21.2% decline over the last 30 days, but a 24.0% gain over the past year alongside a 46.3% decline over 3 years and an 81.2% decline over 5 years. Recent news around Daqo New Energy...
NYSE:JXN
NYSE:JXNDiversified Financial

Is Jackson Financial (JXN) Still Attractive After A 193% Three Year Share Price Surge

If you are wondering whether Jackson Financial's current share price still represents value, it helps to line up the recent share performance against what the fundamentals suggest. Over the past week the stock returned 2.7%, over the last 30 days it returned 10.2%, year to date it is at 10.2%, and over the last year it returned 34.8%, with a very large 3 year return of 193.2%. This naturally raises questions about how the current price compares to estimated fair value. Recent news coverage...
NYSE:CACI
NYSE:CACIProfessional Services

The Bull Case For CACI International (CACI) Could Change Following Upgraded Guidance And New Army Contract – Learn Why

CACI International recently reported past second-quarter fiscal 2026 results showing higher sales and net income year on year, raised its full-year revenue and earnings guidance, and secured a five-year US$250 million task order to enhance spectrum dominance for the U.S. Army’s CPE IEW&S program. Together, the upgraded outlook and new Army contract underscore CACI’s role in supporting multi-domain electronic warfare and spectrum operations across critical national security missions. We’ll...
NYSE:AMCR
NYSE:AMCRPackaging

Is Amcor (AMCR) Pricing Fairly After Mixed Returns And Conflicting Valuation Signals?

If you have been wondering whether Amcor's share price still reflects its underlying worth, you are not alone. This article is built to help you frame that question clearly. Amcor's stock has recently closed at US$44.92, with returns of 0.4% over the past week, 6.8% over the past month, 6.8% year to date, but a 5.4% decline over the past year and an 11.7% decline over three years. These mixed returns sit against a backdrop where investors are paying closer attention to packaging companies,...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts Resets With New Rewards Program And Store Overhaul

Advance Auto Parts (NYSE:AAP) has launched a new tiered loyalty program, Advance Rewards, replacing its Speed Perks offering. The company is rolling out an extensive restructuring effort that includes closing more than 700 stores and opening larger market hub locations. These moves are part of a broader push under CEO Shane O'Kelly to reshape operations and customer engagement. Advance Auto Parts enters this reset with shares at $50.70 and a mixed performance profile. The stock is up 30.4%...
NYSE:RDW
NYSE:RDWAerospace & Defense

Is It Time To Reassess Redwire (RDW) After Recent Share Price Volatility?

If you are wondering whether Redwire's recent swings have left the stock cheap, expensive, or somewhere in between, this article walks through what the numbers actually say about its value. Over the past week the share price recorded a 20.7% decline, although it is up 24.7% over the last month and 24.7% year to date, while the 1 year return sits at a 52.9% decline and the 3 year return is a very large gain compared to five years ago at 0.4%. Recent coverage has focused on Redwire as a space...
NasdaqGS:ARCB
NasdaqGS:ARCBTransportation

Is ArcBest’s (ARCB) Profit Squeeze Reshaping Its Capital Allocation And Leadership Strategy?

In late January 2026, ArcBest reported Q4 2025 results showing sales of US$972.69 million and a net loss of US$8.12 million, alongside full-year revenue of US$4.01 billion and significantly lower net income than the prior year. While earnings missed analyst expectations and margins came under pressure from soft freight rates, ArcBest continued to invest in efficiency, expanded its board with new finance and technology expertise, and completed a long-running share repurchase program. Against...
NYSE:OTIS
NYSE:OTISMachinery

Is It Time To Reassess Otis Worldwide (OTIS) After Recent Share Price Weakness

If you are wondering whether Otis Worldwide's current share price lines up with its underlying value, this article will walk through the key numbers so you can judge that for yourself. Otis Worldwide's shares recently closed at US$87.16, with a 3.7% decline over 7 days, 1.3% decline over 30 days, 1.3% decline year to date and 6.0% decline over 1 year, set against gains of 9.5% over 3 years and 46.0% over 5 years. Recent news coverage around Otis Worldwide has focused on its position as a...
NYSE:O
NYSE:ORetail REITs

Realty Income Expands Into Logistics And Mexico With GIC Partnership

Realty Income (NYSE:O) has formed a partnership with GIC to invest over $1.5 billion in build-to-suit logistics properties. The company has also completed its first investment in Mexico, extending its real estate footprint beyond existing markets. These moves introduce a new logistics focus and add Mexico to Realty Income's international portfolio. Realty Income, trading at $61.46, has delivered a 20.3% return over the past year and 32.3% over the past five years. For a company known for...