U.S. Software Stock News

Initial market context for Trinity Industries Trinity Industries (TRN) has drawn fresh attention after recent share price moves, with the stock showing mixed performance over different periods. This has raised questions about how its railcar-focused business lines are currently being valued. See our latest analysis for Trinity Industries. The recent 1-month share price return of 6.57% and 7-day share price return of 4.10% suggest improving short term momentum, although the 1-year total...

If you are wondering whether Photronics is still reasonably priced after its strong run, this article walks through what the current share price might be implying about value. Photronics shares last closed at US$35.28, with a 7 day return of a 2.5% decline, a 30 day return of 4.7%, a year to date return of 5.6%, a 1 year return of 53.0%, a 3 year return of 82.9% and a 5 year return of 193.0%. These moves sit against a backdrop of ongoing interest in semiconductor related names and continued...

ResMed (NYSE:RMD) founder Dr. Peter Farrell is set to receive the Horatio Alger Award for lifetime achievement. The award recognizes his role in building ResMed into a global medical technology leader in respiratory care. This honor highlights the company’s long-term impact on treating sleep apnea and other chronic respiratory conditions. For you as an investor, this award puts a spotlight on the human story behind NYSE:RMD, a company focused on sleep and respiratory care technology. The...

CMS has proposed a minimal increase in Medicare Advantage payment rates and tighter risk adjustment rules for upcoming plan years. The proposal introduces regulatory headwinds for Oscar Health (NYSE:OSCR), particularly for its data driven Medicare Advantage and virtual care offerings. The news arrives as insurers highlight rising medical cost trends and after UnitedHealth Group reported an earnings miss. Oscar Health, listed as NYSE:OSCR, is known for its technology focused approach to...

CleanSpark has moved to acquire up to 447 acres in Texas for high capacity data centers. The company plans to pivot part of its asset base toward artificial intelligence and high performance computing. The expansion marks a shift from a pure focus on bitcoin mining to broader digital infrastructure. CleanSpark, traded as NasdaqCM:CLSK, is making this move while its shares trade around $12.59. The stock is up 20.8% over the past 30 days and 9.0% year to date, with a very large 3 year return...

MarineMax (HZO) opened Q1 2026 with revenue of US$505.2 million and a basic EPS loss of US$0.36, compared with Q1 2025 revenue of US$468.5 million and EPS of US$0.80. Over the intervening quarters, revenue ranged between roughly US$552 million and US$657.2 million. EPS moved from a profit of US$0.15 in Q2 2025 to a larger loss of US$2.42 in Q3 2025, keeping margin pressure firmly in focus for investors trying to make sense of the latest print. See our full analysis for MarineMax. With the...

Constellation Energy (CEG) is back on many investors’ radar after the Federal Energy Regulatory Commission rejected a proposed Amazon related nuclear power deal, a decision that hit nuclear stocks and sharpened focus on CEG’s pending hyperscaler contracts. See our latest analysis for Constellation Energy. The FERC decision helped extend a sharp pullback, with Constellation Energy’s 30 day share price return of 19.5% and year to date share price return of a 21.5% decline, contrasting with a...

Bristol-Myers Squibb (BMY) is back on many investors’ radar after recent share price moves and fresh scrutiny of its fundamentals, including revenue of US$48.0b and net income of US$6.0b. See our latest analysis for Bristol-Myers Squibb. Bristol-Myers Squibb’s share price is US$54.28, with a 90 day share price return of 17.82% compared with a 1 year total shareholder return decline of 3.58%, suggesting recent momentum after a weaker period for holders. If recent moves in big pharma have your...

GameStop (GME) is back in focus after Michael Burry said he has been buying shares as a long term value investment, alongside sizeable insider purchases from CEO Ryan Cohen and a new performance based pay plan. See our latest analysis for GameStop. The recent insider buying and Michael Burry headlines have come during a period of mixed performance, with a 30 day share price return of 11.27% and a year to date share price return of 10.62%. This is set against a 1 year total shareholder return...

AbCellera Biologics (NasdaqGS:ABCL) has begun dosing patients in the Phase 2 portion of its Phase 1/2 clinical trial for ABCL635. ABCL635 is a non hormonal candidate for treating moderate to severe vasomotor symptoms associated with menopause. This Phase 2 dosing milestone marks further clinical progress in the company's efforts to develop a potential first in class menopause therapy. AbCellera Biologics, known for its antibody discovery platform, is pushing deeper into clinical development...

StanCorp Mortgage Investors has filed a federal lawsuit against Cushman & Wakefield (CWK), alleging inflated multifamily property appraisals and misrepresented rent rolls, occupancy levels, and renovation costs. The case raises potential legal and reputational questions for shareholders. See our latest analysis for Cushman & Wakefield. Alongside the lawsuit headlines, Cushman & Wakefield has been active operationally, adding senior leaders in multifamily asset services and tenant advisory,...

TFS Financial Corporation recently reported past first-quarter results for the period ended December 31, 2025, with net interest income rising to US$75.68 million while net income held roughly steady at US$22.27 million, or US$0.08 per share. Beneath the stable earnings per share, the company is contending with pressure on net interest margins and higher non-interest costs linked to bonuses, marketing, and technology spending, even as management points to strong capital and credit...

Waste Management (WM) has attracted investor attention after recent share price moves, with the stock showing mixed short term returns alongside stronger performance over the past 3 months and over multi year periods. See our latest analysis for Waste Management. At a share price of $223.13, Waste Management has recently given back some ground, with a 1 day share price return of 3.66% decline and a 7 day share price return of 2.56% decline, although the 90 day share price return of 11.69% and...

Dorman Products (DORM) has announced a sweeping series of leadership changes, centering on incoming CFO designate Charles W. Rayfield and new heads for its Light Duty and Heavy Duty businesses, along with refreshed operations and sales roles. See our latest analysis for Dorman Products. The leadership reshuffle comes as Dorman Products’ share price sits at US$123.45, with a 90 day share price return of an 8% decline and a 1 year total shareholder return of a 7.22% decline, while the 3 year...

NRG Energy (NRG) has been drawing attention after a period where short term returns turned negative, including a past 3 months decline, even as its 1 year and multiyear total returns remain strongly positive. See our latest analysis for NRG Energy. At a share price of $153.72, NRG Energy has seen near term momentum soften, with a 30 day share price return of a 4.18% decline and a 90 day share price return of a 10.56% decline, even as its 1 year and multi year total shareholder returns remain...

American Eagle Outfitters (AEO) has decided to wind down its Quiet Logistics business and exit third-party logistics work to concentrate on its core apparel brands, a shift that could reshape how investors think about the stock. See our latest analysis for American Eagle Outfitters. The decision to close Quiet Logistics comes after a mixed stretch for the stock, with a 30 day share price return decline of 12.66%, yet a 90 day share price return of 39.5% and a 1 year total shareholder return...

In late January 2026, Redwire Corporation was awarded a position on the Missile Defense Agency’s Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity contract, a multi-vendor agreement with a ceiling of US$151.00 billions to rapidly field advanced homeland defense capabilities. The award underscores Redwire’s shift toward integrated space and defense platforms, leveraging its unmanned aerial systems, advanced sensors, and maneuverable...

If you are wondering whether Winnebago Industries is a bargain or a value trap at around US$46.65 per share, this breakdown will help you frame that question with actual numbers. The stock is roughly flat over the last year with a 0.2% return. It shows a 13.4% gain over the past 30 days and a 3.8% decline over the last week, alongside longer term 3 year and 5 year returns of 25.8% and 25.4% declines. Recent moves in the share price sit against a backdrop of ongoing interest in RV and outdoor...

MSA Safety (MSA) is back in the spotlight after announcing new refrigerant management and monitoring products ahead of the AHR Expo, an event that has refocused attention on its role in HVAC-R safety and compliance. See our latest analysis for MSA Safety. MSA Safety’s share price has climbed 9.7% year to date and 13.5% over the past 90 days, while the 1 year total shareholder return of 9.2% points to steadier, longer term momentum behind the recent product news and the current US$178.26 share...

If you are wondering whether Yum! Brands at around US$155 per share still offers solid value or is getting ahead of itself, you are not alone. The stock has returned 1.3% over the last 7 days, 2.2% over the past month, 3.3% year to date, 21.2% over 1 year, 28.4% over 3 years and 65.7% over 5 years, which naturally raises questions about what is already priced in. Recent news around Yum! Brands has focused on the company's global restaurant portfolio and brand positioning rather than short...

JetBlue Airways (JBLU) stock is in focus after the airline reported a wider fourth quarter loss and issued cautious 2026 guidance, highlighting ongoing cost pressures along with progress in its JetForward operational improvement program. See our latest analysis for JetBlue Airways. At a share price of US$5.05, JetBlue has seen a 20.24% 3 month share price return and a 10.02% year to date share price return. However, the 1 year total shareholder return of 20.09% loss points to momentum...

AGNC Investment Corp. recently reported fourth-quarter 2025 net income of US$954 million, or US$0.83 per basic and diluted share from continuing operations, and full-year net income of US$1.67 billion with earnings per share around US$1.48. Despite missing quarterly earnings and revenue estimates, AGNC paired a high-yield monthly dividend with strong full-year economic returns and a favorable outlook for agency mortgage-backed securities, reinforcing its income-focused profile. We’ll now...

Investors may be wondering if Sempra is offering fair value at around US$87.10, or if the current price leaves some upside on the table for long term investors. The stock has recently posted a 1.6% gain over the last 7 days, while the 30 day return sits at a 2.2% decline and the year to date move is a 2.9% decline, compared with a longer term return of 8.0% over 1 year, 19.0% over 3 years and 62.0% over 5 years. Recent coverage has focused on Sempra's role as a regulated utilities player and...

Nurix Therapeutics (NRIX) closed out FY 2025 with Q4 revenue of US$13.6 million and a basic EPS loss of US$0.82, while the trailing twelve months show revenue of US$84.0 million and a basic EPS loss of US$3.05. Over recent periods, the company has seen quarterly revenue range from US$7.9 million to US$44.1 million and basic EPS losses move between US$0.52 and US$1.03 per quarter. This sets the backdrop for what remains an early stage, loss making biotech story. For investors, the key question...