U.S. Software Stock News

NYSE:ESTC
NYSE:ESTCSoftware

Is Elastic (ESTC) Share Slump Creating A New Valuation Opportunity For Investors

If you are wondering whether Elastic's share price reflects its true worth today, you are not alone. This article is built to help you make sense of that question. Elastic's stock last closed at US$60.02, with returns of 19.1% decline over the past 7 days, 17.3% decline over the past 30 days, 17.3% decline year to date, 48.0% decline over 1 year, 4.6% decline over 3 years and 63.9% decline over 5 years. This performance may prompt questions about how the market currently views its growth...
NYSE:PAYC
NYSE:PAYCProfessional Services

Reassessing Paycom Software (PAYC) Valuation After Prolonged Share Price Weakness

Why Paycom Software (PAYC) is drawing attention now Paycom Software (PAYC) is drawing fresh attention after a difficult stretch for the stock, with returns over the past 3 months and year pointing to sustained weakness despite ongoing profitability. See our latest analysis for Paycom Software. At a share price of $124.33, Paycom Software’s recent 1 month share price return of 18.42% decline and 1 year total shareholder return of 38.99% decline suggest momentum has been fading as investors...
NYSE:UE
NYSE:UERetail REITs

Is Urban Edge Properties (UE) Still Attractive After Recent Multi‑Year Share Price Gains

If you are wondering whether Urban Edge Properties at around US$19.98 is still offering value or starting to look fully priced, you are asking the right question. The stock shows returns of 4.2% over 7 days, 4.6% over 30 days, 4.6% year to date, 4.3% over 1 year, 39.5% over 3 years and 59.3% over 5 years, which gives useful context before weighing up what you are paying today. Recent market attention has focused on Urban Edge Properties as a US real estate name, with investors weighing up...
NYSE:OC
NYSE:OCBuilding

Owens Corning Margin Strain Puts Growth Plans And Acquisitions Under Scrutiny

Owens Corning (NYSE:OC) is reporting ongoing weakness in its core operations, with organic revenue falling short of expectations. Rising expenses are putting pressure on operating margins, prompting questions about how the company will support future growth. The company is increasingly seen as needing acquisitions to help offset softer performance in its traditional profit drivers. Owens Corning, best known for its insulation, roofing, and building materials, sits at the center of...
NYSE:PG
NYSE:PGHousehold Products

Procter And Gamble Brand Reach From Global Sports To Community Support

Procter & Gamble (NYSE:PG) is activating its Olympic and Paralympic Games presence with a flagship Olympic Village experience and athlete-focused campaigns. The company is involved in community disaster relief initiatives tied to a winter storm in Mississippi. P&G is rolling out new consumer products and marketing activations connected to the Super Bowl. For a consumer goods company like Procter & Gamble, events such as the Olympic and Paralympic Games and the Super Bowl are big stages for...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

What Alkermes (ALKS)'s Upgraded Zacks Rank and Earnings Estimate Revision Means For Shareholders

Recently, Alkermes was highlighted with a Zacks Rank of #1 (Strong Buy), alongside a 9% upward revision in the Zacks Consensus Estimate for its full-year earnings over the past 90 days, signaling improving analyst expectations. This shift suggests growing confidence in Alkermes’ earnings profile within the Medical sector, as analysts reassess the company’s potential profit trajectory. Next, we’ll look at how this improved analyst sentiment and upgraded earnings outlook could shape Alkermes’...
NYSE:AVBC
NYSE:AVBCBanks

Avidia Bancorp (AVBC) Cost Efficiency Gains Challenge Bearish Earnings Narratives

Avidia Bancorp (AVBC) has wrapped up FY 2025 with fourth quarter revenue of US$26.1 million, net income of US$5.3 million and basic EPS of US$0.29, set against trailing twelve month revenue of US$82.1 million and a TTM net loss of US$3.3 million or EPS of US$0.18. The company has seen revenue move from US$88.5 million in FY 2024 to US$82.1 million on a trailing basis, while earnings have shifted from a profit of US$11.5 million over FY 2024 to a TTM loss of US$3.3 million. This leaves...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo (PEP) Margin Hit From US$3.9b One Off Loss Tests Bullish Narratives

PepsiCo (PEP) has put fresh numbers on the board for FY 2025, reporting Q3 revenue of US$23.9b and basic EPS of US$1.90, alongside trailing 12 month revenue of US$92.4b and EPS of US$5.27. These figures sit against a reported net margin of 7.8% compared with 10.2% a year earlier. Over recent quarters the company has seen revenue range from US$17.9b in Q1 2025 to US$27.8b in Q4 2024, while basic EPS moved between US$0.92 and US$2.24. This gives investors a clear look at how headline growth has...
NYSE:IR
NYSE:IRMachinery

Why Ingersoll Rand (IR) Is Up 8.6% After Scinomix Deal And Analyst Upgrade – And What's Next

Ingersoll Rand recently saw its analyst consensus shift to an “Outperform” rating after brokerage firms reassessed the company’s prospects in light of recent developments. This upgrade follows the acquisition of Scinomix, which is expected to enhance Ingersoll Rand’s presence in life sciences and automation, reshaping how many analysts view its longer-term business profile. With these developments and a 7-day share price return of 8.64% alongside a 1-day return of 5.37%, we’ll examine how...
NYSE:MNSO
NYSE:MNSOMultiline Retail

How Investors Are Reacting To MINISO (MNSO) Pivoting Toward Global IP Platform And Immersive Stores

In late January 2026, MINISO Group Holding outlined an accelerated global growth roadmap at its Global Partner Conference in Guangzhou, focusing on immersive store upgrades, proprietary IP development, and expanded international reach, while also reporting a strong fiscal third quarter 2025 that exceeded its own revenue guidance and marked a milestone of more than 8,000 stores worldwide. An interesting development is the launch of the MINISO IP Genius Program, which aims to build...
NasdaqGS:CTMX
NasdaqGS:CTMXBiotechs

A Look At CytomX Therapeutics (CTMX) Valuation After Optimistic Analyst Target Hikes On Phase 1 Cancer Data

Analyst reaction to Phase 1 trial progress Piper Sandler and Barclays recently updated their views on CytomX Therapeutics (CTMX) after promising Phase 1 data for varsetatug maseatecan in metastatic colorectal cancer, highlighting renewed investor attention ahead of further clinical readouts. See our latest analysis for CytomX Therapeutics. The share price, which last closed at US$6.07, has seen a 42.82% year to date share price return and a very large 1 year total shareholder return,...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific Eyes 2026 Growth With Penumbra Deal And High P/E Risk

Boston Scientific (NYSE:BSX) is continuing with acquisitions, including Penumbra, to deepen its presence in key therapeutic areas. The company is focusing on Pulmonary Field Ablation and Left Atrial Appendage Closure as areas with strong potential heading into 2026. Recent moves are intended to improve operational efficiency and support higher revenue growth and market share. Boston Scientific enters this news with shares at $91.62 and a long-term return of 133.4% over five years, alongside...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Assessing Viasat (VSAT) Valuation After Unified Global Ka-Band Network Fuels Strong Share Momentum

What Viasat’s latest satellite move could mean for the stock Viasat (VSAT) recently launched a unified global Ka-band satellite network for government and military customers, an operational milestone that arrives alongside a period of strong share performance and a fresh 52-week high. See our latest analysis for Viasat. The Ka-band launch has arrived during a clear upswing in investor sentiment, with a 30-day share price return of 17.01% and a very large 1-year total shareholder return of...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

BeOne Medicines Clears Key Sonrotoclax Milestone As Valuation Watch Grows

BeOne Medicines (NasdaqGS:ONC) received its first regulatory clearance for BCL2 inhibitor sonrotoclax, supporting clinical development in chronic lymphocytic leukemia. The company extended its collaboration with InSysBio to apply translational modeling for dose selection and cytokine release syndrome risk management in future studies. BeOne Medicines focuses on oncology drug development. Sonrotoclax is now moving into a new regulatory phase that puts more attention on its BCL2 approach in...
NYSE:AME
NYSE:AMEElectrical

Ametek (AME) Margin Expansion Reinforces Bullish Quality Narrative In Q3 2025 Earnings

AMETEK (AME) has just posted another set of quarterly numbers, with Q3 FY 2025 revenue at US$1,892.6 million and basic EPS of US$1.61 setting the tone for the year so far. The company has seen revenue move from US$1,708.6 million in Q3 FY 2024 to US$1,892.6 million in Q3 FY 2025. Over the same quarters, basic EPS went from US$1.47 to US$1.61, supported by trailing twelve month EPS of US$6.36 on revenue of about US$7.2 billion. Taken together with a trailing net margin of 20.5% versus 19.3% a...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer (PFE) Margin Improvement To 15.6% Challenges Bearish Earnings Narratives

Pfizer (PFE) has just posted its FY 2025 third quarter numbers, reporting revenue of US$16.7b and basic EPS of US$0.62, with trailing twelve month EPS at US$1.73. The company has seen revenue move from US$17.8b in Q4 2024 to US$13.7b in Q1 2025 and US$14.7b in Q2 2025, while quarterly EPS shifted from US$0.07 to US$0.52 and US$0.51 over the same stretch. This feeds into a 15.6% net profit margin over the last 12 months compared with 7.0% a year earlier, giving investors a clearer view of how...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

Does EXL’s Latest Digital Leader Rating Recast Its Competitive Edge in Healthcare AI Services (EXLS)?

EXL, a global data and AI company, was recently named a Leader for Payer Digital Transformation Services in the ISG Provider Lens Healthcare Digital Services – US 2025 study, marking its fourth consecutive recognition in this category. This repeated Leader status underscores EXL’s combination of artificial intelligence, data, and cloud capabilities with deep healthcare payer expertise to modernize complex operational systems. Next, we’ll examine how this continued leadership in payer digital...
NYSE:CBU
NYSE:CBUBanks

Is Improved Credit Costs And Q4 Earnings Momentum Altering The Investment Case For Community Financial System (CBU)?

Community Financial System, Inc. has reported past fourth-quarter 2025 results, with net interest income rising to US$133.43 million and net income reaching US$54.42 million, alongside basic and diluted earnings per share from continuing operations of US$1.03. The period also saw net charge-offs fall to US$2,328,000 and the board affirm a quarterly cash dividend of US$0.47 per share, underscoring an emphasis on both credit quality and shareholder returns. We’ll now examine how the...
NYSE:NOC
NYSE:NOCAerospace & Defense

Is It Too Late To Consider Northrop Grumman (NOC) After Its Strong Multi‑Year Run?

If you are wondering whether Northrop Grumman at around US$704.98 is offering fair value or stretching expectations, this article is designed to help you make sense of the numbers. The stock has returned 3.9% over the last 7 days, 20.4% over the past month and year to date, 48.7% over 1 year, 63.9% over 3 years, and 152.0% over 5 years. These figures naturally raise questions about what is already priced in and where the risk might sit for new investors. Recent coverage around Northrop...
NasdaqGS:NSSC
NasdaqGS:NSSCElectronic

Has Napco Security Technologies (NSSC) Run Too Far After Its 68% One-Year Share Price Jump?

Investors may be wondering whether Napco Security Technologies, at around US$43.74, is still a sensible entry or addition to a portfolio, or if most of the value story is already reflected in the price. The stock has moved sharply at times, with returns of 13.7% over the last 7 days, 5.7% over the last 30 days, 5.7% year to date, 68.3% over the last year, 27.3% over 3 years, and 198.1% over 5 years. This naturally raises questions about risk and reward at today's level. Recent attention on...
NYSE:HESM
NYSE:HESMOil and Gas

Hess Midstream (HESM) Margin Jump To 21.8% Challenges Cautious Narratives On Profitability

Hess Midstream (HESM) has just wrapped up FY 2025 with fourth quarter revenue of US$404.2 million, basic EPS of US$0.72 and net income of US$93.3 million, capping a year in which trailing twelve month revenue reached US$1.6 billion and EPS came in at US$2.87. Over the last year, revenue has moved from US$1.5 billion to about US$1.6 billion on a trailing basis, while trailing twelve month net income has gone from US$223.1 million to US$352.9 million. This gives investors a clear view of how...
NYSE:PATH
NYSE:PATHSoftware

UiPath’s Agentic AI Gains Traction As Investors Reassess Automation Story

UiPath (NYSE:PATH) is emerging as a leader in agentic AI, a field focused on software agents that can autonomously complete complex, multi step tasks. The company reports strong customer adoption for its agentic AI capabilities, with high retention rates across its user base. UiPath is expanding in the public sector, including work with the U.S. Coast Guard and the Social Security Administration. These developments are drawing attention as potential drivers of investor sentiment toward...
NasdaqGS:LFST
NasdaqGS:LFSTHealthcare

Should Analyst Revisions and 16% Revenue Growth Require Action From LifeStance Health Group (LFST) Investors?

In recent months, analysts have updated their views on LifeStance Health Group, pointing to changing expectations around the company’s prospects. This comes as LifeStance reported revenue growth of 16.34% as of September 30, 2025, underscoring momentum in its top-line performance. With this backdrop of analyst attention and revenue expansion, we’ll examine how these developments shape LifeStance Health Group’s broader investment narrative. Outshine the giants: these 25 early-stage AI...
NYSE:GPK
NYSE:GPKPackaging

Graphic Packaging Holding (GPK) Margin Compression Challenges Bullish Earnings Growth Narratives

Graphic Packaging Holding (GPK) has just posted its FY 2025 third quarter numbers, with revenue of about US$2.2 billion, basic EPS of US$0.48 and net income of US$142 million, while trailing 12 month figures show revenue of US$8.6 billion, EPS of US$1.70 and net income of US$511 million. Over the past few quarters, revenue has moved in a tight band from US$2.09 billion in Q4 2024 to between US$2.12 billion and US$2.20 billion through 2025, while quarterly EPS has ranged from US$0.35 to...