U.S. Software Stock News

EyePoint, Inc. ( NASDAQ:EYPT ) shareholders would be excited to see that the share price has had a great month, posting...

In the past week, Cheniere Energy Partners faced renewed scrutiny as rising natural gas prices raised concerns about profit margins across the US liquefied natural gas sector. Investors are increasingly focused on how the company’s existing and future LNG infrastructure will cope with higher feedstock costs and intensifying industry competition. We’ll now examine how these margin pressures from climbing natural gas prices shape Cheniere Energy Partners’ broader investment narrative. Explore...

Lazard (LAZ) has been treading water lately, with the stock roughly flat this year after a tougher past 3 months. That drift hides some interesting shifts in its underlying earnings power. See our latest analysis for Lazard. At around $50.73 per share, Lazard’s recent pullback, including a weaker 90 day share price return, contrasts with its much stronger three and five year total shareholder returns. This hints that momentum has cooled even as the longer term story remains constructive. If...

In the past quarter, Brave Warrior Advisors disclosed a new position of about 1.6 million Kinetik Holdings shares, while Jefferies began covering the company with a positive outlook tied to recent infrastructure milestones such as Kings Landing entering full commercial service. Together with Kinetik’s monetization of its EPIC Crude stake for over US$500 million to reduce revolver debt, these moves highlight increasing institutional confidence and a clearer path toward balance sheet...

Earlier this week, Travel + Leisure Co. announced it had closed an Eighth Amendment to its Credit Agreement, cutting the interest rate on its US$869 million 2024 Term Loan B Facility by 50 basis points to SOFR plus 2.00% while keeping the December 14, 2029 maturity unchanged. The repricing points to an improved credit profile and lower financing costs, which can free up cash flow to support the company’s growth and capital allocation plans. Next, we’ll examine how this lower-cost debt...

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...

DXC Technology (DXC) just doubled down on its AI ambitions, launching its AdvisoryX consulting group and naming a new Chief Digital Information Officer to steer its end to end digital and AI agenda. See our latest analysis for DXC Technology. Those moves land at an interesting moment, with the share price at $15.24 and a recent burst of momentum, including a double digit 1 month share price return, contrasting with a still weak multi year total shareholder return. This suggests sentiment is...

Market context for Braze after recent share moves Braze (BRZE) has quietly staged a double digit rebound over the past month, even as its share price remains down sharply year to date. That divergence between recent momentum and longer term underperformance is where the story gets interesting for investors. See our latest analysis for Braze. That recent 22.26% 1 month share price return looks more like investors recalibrating growth expectations than a random bounce. This is especially the...

Berkshire Hathaway has announced a sweeping leadership reshuffle, including the planned handover of the CEO role from Warren Buffett to Greg Abel in 2026, the future retirement of longtime CFO Marc Hamburg with Charles Chang named as successor, and new senior appointments across its insurance, consumer, and corporate operations. Todd Combs’ departure to JPMorgan and the creation of an in-house general counsel role mark a shift toward a more formalized, institution-style governance structure...

Recently, Yum! Brands was reported to be exploring a spin-off or sale of Pizza Hut, potentially raising about US$2.40–US$3.50 billion to refocus on KFC and Taco Bell. This potential reshaping of the portfolio coincides with Yum! opening up its internal food trends research, underscoring how consumer insights are steering brand priorities and capital allocation. Next, we’ll examine how a possible Pizza Hut exit could reshape Yum! Brands’ investment narrative built around digital scale and...

Insperity (NSP) just deepened its tech game by partnering with Workday, a move aimed at upgrading its HR platform, keeping existing clients stickier, and opening doors to larger mid market customers. See our latest analysis for Insperity. Despite the upbeat reaction to the Workday tie up, reflected in a 1 month share price return of 11.1 percent, Insperity is still digging out from a much deeper drawdown. Multi year total shareholder returns remain firmly negative, and momentum is only just...

Masimo (MASI) has given investors a lot to unpack lately, with an upbeat quarter, a freshly expanded Philips partnership, and a new credit facility that adds meaningful financial flexibility to the story. See our latest analysis for Masimo. Even with the upbeat quarter, strategic Philips expansion and added firepower from the new credit facility, Masimo’s share price return over the past year remains negative. This highlights that longer term total shareholder returns have been under...

JinkoSolar Holding (NYSE:JKS) has quietly climbed about 8% over the past week while still sitting roughly flat over the past year, a setup that has value focused solar investors taking another look. See our latest analysis for JinkoSolar Holding. That recent 7 day share price return of 7.98% at a last close of $26.78 looks more like a rebound than a breakout. This is especially the case when set against a 1 year total shareholder return of just 2.77% and a much weaker 3 year total shareholder...

Earlier this week, Morgan Stanley upgraded Old Dominion Freight Line to an Overweight rating, reflecting increased confidence in the LTL carrier’s operational discipline, financial strength, and service quality focus. This shift in analyst sentiment highlights how Old Dominion’s emphasis on network density, pricing power, and infrastructure investment is reshaping perceptions of its long-term competitive position. We’ll now examine how Morgan Stanley’s more constructive stance influences Old...

In recent weeks, the U.S. stock market has experienced volatility, with technology stocks under pressure due to concerns about an AI bubble, even as the Dow Jones Industrial Average reached new highs before pulling back. Amidst these fluctuations, identifying undervalued stocks can be crucial for investors seeking opportunities that may offer potential value in a turbulent market environment. Understanding intrinsic value and recognizing discounts in stock prices can help investors make...

As the U.S. stock market experiences fluctuations, with the Dow Jones reaching new highs before pulling back and tech stocks facing pressure due to AI bubble concerns, investors are keenly observing insider activity as a potential indicator of confidence in growth companies. In this context, high insider ownership can be seen as a vote of confidence from those closest to the business, suggesting that these insiders believe in their company's long-term prospects despite current market volatility.

As the U.S. stock market navigates a complex landscape with tech stocks under pressure and indices like the Dow Jones Industrial Average experiencing fluctuations, investors are increasingly exploring diverse opportunities. Penny stocks, often associated with smaller or newer companies, remain an intriguing segment for those willing to look beyond established giants. While the term may seem outdated, these stocks can still offer surprising value and growth potential when backed by strong...

As the Dow Jones Industrial Average continues to reach new heights, despite recent pullbacks in the tech sector, investors are keenly observing shifts in market dynamics influenced by AI bubble concerns and economic policy uncertainties. With small-cap stocks often flying under the radar amidst such volatility, identifying promising opportunities requires a focus on companies with strong fundamentals and potential for growth within their niche markets.

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Hawaiian Electric Industries (HE) just caught investors attention after being tapped for inclusion in the S&P SmallCap 600 Index, a capital markets upgrade that is already shifting trading volumes and ownership dynamics. See our latest analysis for Hawaiian Electric Industries. That index news comes on top of a solid year to date, with a 23.28% year to date share price return and a 15.69% one year total shareholder return suggesting sentiment is improving, even though the three year total...

Watts Water Technologies (WTS) has been quietly winning over investors as its steady revenue and earnings growth keep outshining many industrial peers, even while the broader manufacturing backdrop looks choppy. See our latest analysis for Watts Water Technologies. At a share price of $277.92, Watts Water Technologies has barely paused after a strong run, with a year to date share price return of 38.56% and a five year total shareholder return of 146.69%, suggesting momentum is still firmly...

In Q3 2025, Reddit turned profitable with US$163 million in net income on US$585 million in revenue as advertising and margins improved, while simultaneously filing a High Court challenge to Australia’s new under-16 social media ban on the grounds of privacy and implied political communication rights. This combination of stronger financial performance and a high-profile legal fight in one of Reddit’s key international markets highlights how growth ambitions and regulatory risk are...

Public Service Enterprise Group (PEG) is back on income investors radar after being highlighted in retirement focused energy stock lists, thanks to its 14 year dividend growth streak and sizable 5 year capital investment plan. See our latest analysis for Public Service Enterprise Group. Despite the spotlight from retirement focused lists and its latest $0.63 quarterly dividend declaration, PEG shares have eased back recently, with a year to date share price return of negative 7.2 percent...

Loar Holdings (LOAR) just gave investors a fresh data point to consider by pairing a larger delayed draw term loan commitment with record third quarter sales and positive new Wall Street coverage. See our latest analysis for Loar Holdings. Despite the fresh optimism, Loar’s 1 year total shareholder return of minus 10.02 percent and year to date share price return of minus 3.53 percent show that longer term momentum has been soft. However, a 7 day share price return of 5.23 percent hints that...