U.S. Software Stock News

NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Did Mixed Results and New Institutional Backing Just Reframe Casella Waste Systems' (CWST) Acquisition-Driven Story?

Casella Waste Systems recently reported year-on-year revenue growth and an earnings-per-share beat but missed adjusted operating income expectations and issued comparatively weaker full-year guidance. At the same time, institutional investors such as Baron Discovery Fund and ClearBridge Investments added Casella to their portfolios, highlighting its recurring revenue, acquisition-driven expansion, and concentration in less competitive rural markets. With recent results and new institutional...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Assessing Agilysys (AGYS) Valuation After Raised Revenue Guidance And Strong Quarterly Earnings

Agilysys (AGYS) drew investor attention after raising its full year 2026 revenue outlook to US$318 million, alongside third quarter results that showed higher revenue and net income compared with the prior year period. See our latest analysis for Agilysys. Despite the upgraded revenue outlook and solid recent earnings updates, Agilysys’ share price has had a tougher run. It recorded a 7 day share price return of 21.4% and a 30 day share price return of 22.73%, while its 1 year total...
NYSE:MTZ
NYSE:MTZConstruction

Is It Too Late To Consider MasTec (MTZ) After A 73% One-Year Share Price Surge?

If you are wondering whether MasTec at around US$245.40 is offering good value or stretched pricing, you are not alone. This article is here to help you frame that question clearly. MasTec's share price has been steady over the last 7 days, with returns of 7.8% over the past month, 7.8% year to date, 73.3% over 1 year, 151.7% over 3 years and 196.0% over 5 years. This naturally raises questions about what is already reflected in the current price. Recent attention on MasTec has been shaped...
NYSE:PERF
NYSE:PERFSoftware

Assessing Perfect (PERF) Valuation After A Period Of Share Price Weakness

Perfect (PERF) has been drawing attention after recent share price weakness, with the stock around $1.52 and negative returns over the past year and past 3 months. This has prompted fresh scrutiny from investors. See our latest analysis for Perfect. Perfect’s recent share price return shows pressure building rather than easing, with a 7 day decline of 9%, a 30 day fall of 12% and a 1 year total shareholder return of 27% in the red, which points to fading momentum as investors reassess growth...
NYSE:AU
NYSE:AUMetals and Mining

Is AngloGold Ashanti (NYSE:AU) Pricing In Its Sharp Multi Year Share Price Surge?

If you are wondering whether AngloGold Ashanti is still fairly priced after its strong run, this article will walk you through what the current share price might be implying about value. The stock recently closed at US$94.85, with returns of 10.8% over the last month and 219.4% over the past year. The 3 year and 5 year returns are 407.9% and 355.0% respectively, while the last 7 days have seen a 12.2% decline. Recent coverage of AngloGold Ashanti has highlighted investor interest in gold...
NYSE:SXT
NYSE:SXTChemicals

Is It Time To Reassess Sensient Technologies (SXT) After Its 29% One Year Rally

If you are wondering whether Sensient Technologies at around US$94.98 is offering fair value or a margin of safety, you are not alone. The stock is roughly flat over the past week with a 0.9% decline, yet it shows returns of 1.6% over the past month and year to date, and 29.3% over the last year. These changes may have influenced how investors think about its potential and risk. Recent coverage of Sensient has focused on giving investors an updated evergreen view of the business and its...
NYSE:ABT
NYSE:ABTMedical Equipment

Abbott CEO Share Purchase Highlights $21b Exact Sciences Deal And Valuation

Abbott Laboratories (NYSE:ABT) CEO Robert Ford bought company shares after the latest earnings release and investor reaction. The purchase followed Abbott's announcement of a planned US$21b acquisition of cancer diagnostics firm Exact Sciences. The combination of a large deal and a CEO share purchase has drawn attention from shareholders watching management’s alignment with the business. Abbott Laboratories operates across medical devices, diagnostics, nutrition, and branded generic...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Does Elanco Animal Health (ELAN) Still Offer Value After A 111% One Year Share Price Jump

If you are wondering whether Elanco Animal Health's current share price around US$24.75 still offers value, this article walks through what the numbers are saying rather than the headlines. The stock has returned 0.3% over the last 7 days, 9.9% over the last 30 days and year to date, and 111.2% over the last year, with a 79.5% return over 3 years and a 13.0% decline over 5 years, which gives mixed signals about how the market has priced it over different time frames. Recent coverage of...
NYSE:CDE
NYSE:CDEMetals and Mining

Court Approval Brings Coeur Mining New Gold Deal And Valuation Into Focus

The Supreme Court of British Columbia has granted final approval to Coeur Mining's acquisition of New Gold. The ruling marks a key milestone toward completing a major merger in the North American precious metals sector. The transaction still depends on remaining regulatory clearances before closing. For investors watching NYSE:CDE, this court decision puts Coeur Mining closer to integrating New Gold into its business. The company last closed at $20.32, with a very large 1 year return and a...
NYSE:GME
NYSE:GMESpecialty Retail

Is GameStop (GME) Pricing Match Recent Volatility And DCF Value Gap

If you are wondering whether GameStop's current share price lines up with its underlying value, you are not alone. This article is designed to walk you through that question step by step. Over shorter time frames the stock has been volatile, with returns of 7.7% over the last week, 25.4% over the last month and year to date, while the 1 year and 5 year returns sit at 1.0% and 74.4% respectively. Recent headlines around GameStop have continued to focus on its role as a high profile retail...
NYSE:OKE
NYSE:OKEOil and Gas

Is ONEOK (OKE) Pricing Reflect Longer Term Returns And Policy News On Pipelines

If you are wondering whether ONEOK's current share price lines up with its underlying worth, you are not alone. This article is here to break that question down in plain terms. ONEOK recently closed at US$75.32, with returns of 2.8% decline over the last 7 days, 1.3% over the last 30 days, 1.3% year to date, 18.6% decline over 1 year, 29.2% over 3 years and 130.1% over 5 years, which gives you a mixed picture of recent and longer term performance. Recent news around U.S. energy...
NYSE:VFC
NYSE:VFCLuxury

Is It Time To Reassess VF Corp (VFC) After Brand Portfolio Shake Up And Price Slide

If you are wondering whether V.F at around US$20.51 is a bargain or a value trap, you are not alone. This article walks through what the current price could mean for long term investors. The stock has returned 2.5% over the last 7 days and 12.9% over the last month. However, the 1 year return of a 14.8% decline and the 70.3% decline over 5 years show a very different picture for longer term holders. Recent attention on V.F has focused on how the company is repositioning its brand portfolio...
NasdaqGS:SVRA
NasdaqGS:SVRABiotechs

Expanded Hercules Credit Line Tied To MOLBREEVI Approval Could Be A Game Changer For Savara (SVRA)

In January 2026, Savara Inc. announced it had amended its loan and security agreement with Hercules Capital, adding access to up to an extra US$75 million in debt financing contingent on future FDA approval of its investigational autoimmune PAP therapy, MOLBREEVI, without issuing warrants or changing the loan’s maturity and interest-only periods. The amendment, together with the December 2025 resubmission of the MOLBREEVI Biologics License Application and planned Europe and U.K. filings by...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

Is It Too Late To Consider Monolithic Power Systems (MPWR) After Rapid Share Price Surge?

If you are wondering whether Monolithic Power Systems at around US$1,173 a share is still offering value, or if the recent optimism has already been priced in, this article is designed to help you frame that question clearly. The stock has posted returns of 9.8% over the last 7 days, 25.3% over the last 30 days, 25.3% year to date, 88.1% over 1 year and 166.9% over 3 years, which naturally raises questions about growth potential and changing risk perceptions. Recent attention on the broader...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

William Blair Coverage Puts Rambus In Focus For AI Data Centers

William Blair has initiated coverage on Rambus (NasdaqGS:RMBS), highlighting the company as a top supplier in memory and interface solutions. The firm points to opportunities linked to AI focused data center expansion, particularly around server DRAM demand. Rambus enters this coverage spotlight with its shares at $113.71 and a one year return of 88.4%. Over the past three years the stock return is 163.7%, and over five years the return is a little more than 7x. For investors tracking AI...
NasdaqGS:CALM
NasdaqGS:CALMFood

Reassessing Cal-Maine Foods (CALM) After Recent Share Price Weakness

If you are wondering whether Cal-Maine Foods is attractively priced after its recent moves, this article walks through what the current share price might be implying about value. The stock most recently closed at US$83.91, with returns of 1.9% over the past week, 6.9% over the past month, a 6.9% gain year to date, but a 14.5% decline over the last year alongside 86.6% and 177.1% returns over the past 3 and 5 years. Recent coverage around Cal-Maine Foods has focused on its role in the egg and...
NYSE:PEG
NYSE:PEGIntegrated Utilities

A Look At Public Service Enterprise Group (PEG) Valuation After Its Recent Trading Move

How Public Service Enterprise Group stock looks after its recent trading move Public Service Enterprise Group (PEG) shares recently closed at $80.31, prompting investors to reassess how the utility’s mix of electric, gas, and nuclear operations aligns with their income and stability goals. See our latest analysis for Public Service Enterprise Group. The 2.5% one day share price decline sits against a relatively steady recent pattern, with a 7 day share price return of 1.6% and a small 30 day...
NYSE:ASB
NYSE:ASBBanks

Will New US$100 Million Buyback and Dividends Change Associated Banc-Corp's (ASB) Narrative

In late January 2026, Associated Banc-Corp’s board declared regular quarterly cash dividends on its common and preferred shares and authorized a share repurchase program of up to US$100,000,000. This capital return package follows a period in 2025 when Associated Banc-Corp moved from a net loss to much higher net income and earnings per share. We’ll now examine how the newly announced US$100,000,000 share repurchase program could shape Associated Banc-Corp’s broader investment narrative...
NYSE:HP
NYSE:HPEnergy Services

A Look At Helmerich & Payne (HP) Valuation As Earnings And CEO Transition Draw Market Attention

Helmerich & Payne (HP) heads into a busy week, with investors watching the upcoming fiscal first quarter 2026 earnings release alongside a CEO transition and rig reactivations in Saudi Arabia. See our latest analysis for Helmerich & Payne. The recent 31.18% 3 month share price return and 14.40% year to date share price return to US$34.25 suggest momentum has picked up ahead of the earnings release and leadership change, even though the 3 year total shareholder return of a 13.27% decline...
NYSE:BANC
NYSE:BANCBanks

A Look At Banc Of California (BANC) Valuation After Strong Q4 Earnings And Share Price Gains

Banc of California (BANC) is back in focus after reporting fourth quarter results that included net interest income of US$251.36 million and net income of US$77.39 million, both above the prior year period. See our latest analysis for Banc of California. The earnings release appears to have kept positive momentum intact, with a 90-day share price return of 21.60% and a 1-year total shareholder return of 32.79% at a share price of US$20.38. This suggests investors are reacting to recent...
NYSE:PAY
NYSE:PAYDiversified Financial

Evaluating Paymentus Holdings (PAY) Valuation After Record Bookings And Growing Enterprise Demand

Why Paymentus Holdings Has Caught Investor Attention Paymentus Holdings (PAY) is back on investor screens after reporting record bookings, a strong backlog, and successful onboarding of large enterprise clients across several sectors, all tied to rising demand for omnichannel payments. See our latest analysis for Paymentus Holdings. At a share price of $27.18, Paymentus has had a mixed stretch, with a 1-day share price return of 1.68% following weaker 90-day share price performance of 24.71%...