U.S. Software Stock News

NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Is Intuitive Surgical (ISRG) Pricing Reflect Healthy Growth After Recent Share Price Weakness

If you are wondering whether Intuitive Surgical is still worth considering at current prices, the key question is how its market price compares with its underlying value. The stock last closed at US$504.22, with returns of a 3.8% decline over 7 days, 11.0% decline over 30 days, 10.3% decline year to date, 11.8% decline over 1 year, and 98.0% and 98.4% over 3 and 5 years respectively. Recent attention on Intuitive Surgical has focused on how these mixed return figures fit into the broader...
NYSE:LEN
NYSE:LENConsumer Durables

Lennar’s Dry Canyon Highlights 55 Plus Focus And Valuation Questions

Lennar (NYSE:LEN) has launched Dry Canyon, a 55+ master planned community in Central Oregon. The community features age targeted home designs and a broad range of lifestyle amenities. The opening marks Lennar’s entry into an active adult focused offering within the region. For investors watching NYSE:LEN, Dry Canyon highlights how a traditional homebuilder is focusing on housing tailored for older buyers. Active adult communities sit at the intersection of residential real estate and...
NYSE:DOW
NYSE:DOWChemicals

Is Dow (DOW) Pricing Look Attractive After Recent Share Price Rebound?

If you are wondering whether Dow's share price still reflects its underlying worth, you are not alone. This article will focus squarely on what the current market price might be implying about value. Dow recently closed at US$27.55, with a 17.8% gain over the last 30 days and a 13.5% return year to date. However, returns of a 2.5% decline over 7 days, a 24.2% decline over 1 year, a 45.1% decline over 3 years and a 36.8% decline over 5 years show a mixed picture that raises questions about...
NYSE:SPCE
NYSE:SPCEAerospace & Defense

Is Virgin Galactic (SPCE) Pricing In Too Much Pessimism After Its 40% One-Year Slide

Wondering whether Virgin Galactic Holdings at US$2.85 is a bargain or a value trap? This article walks through what the current price may be implying about the stock. The share price has seen steep declines, with returns of 7.2% over 7 days, 11.2% over 30 days, 13.4% year to date and 40.1% over 1 year, and an even larger 3 year and 5 year pullback of 97.7% and 99.7% respectively. These moves sit against a backdrop of ongoing attention on the commercial space tourism theme, including frequent...
NYSE:SYK
NYSE:SYKMedical Equipment

Is It Too Late To Consider Stryker (SYK) After Recent Valuation Checks?

If you are wondering whether Stryker shares are offering good value right now, it helps to separate the story from the numbers we can actually measure. The stock last closed at US$369.56, with returns of 4.1% over 7 days, 5.1% over 30 days, 6.1% year to date, 34.4% over 3 years and 63.0% over 5 years, while the 1 year return sits at a 4.7% decline. Recent headlines around Stryker have kept investor attention on how the company is positioned in the medical technology and healthcare space, and...
NasdaqGS:MAT
NasdaqGS:MATLeisure

A Look At Mattel (MAT) Valuation After Weaker Quarterly Revenue, Tariff Headwinds And Reaffirmed Guidance

Mattel (MAT) is back in focus after a softer third quarter, where revenue declined 5.9% year on year and fell 5.5% short of analyst expectations, even as management reiterated full year 2025 guidance. See our latest analysis for Mattel. The softer third quarter and Mexico tariff headlines arrive after a period where short term momentum has picked up, with a 90 day share price return of 13.66% and a 1 year total shareholder return of 12.07%, while the 3 year total shareholder return of 1.60%...
NYSE:AR
NYSE:AROil and Gas

Assessing Antero Resources (AR) Valuation After Recent Share Price Momentum And Undervaluation Signals

Antero Resources (AR) has drawn investor attention after recent share price moves, with the stock up 3.0% on the day and 6.1% over the past week. This has prompted fresh questions about its valuation. See our latest analysis for Antero Resources. The latest 3.03% 1 day share price return builds on a 17.66% 90 day gain, while the 1 year total shareholder return of 2.55% decline contrasts with a very large 5 year total shareholder return of about 7x. This suggests recent momentum is firming...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Technologies Q3 Net Margin Expansion Reinforces Bullish Profitability Narratives

SoFi Technologies FY 2025 earnings snapshot SoFi Technologies (SOFI) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$952.4 million and basic EPS of US$0.12, backed by trailing twelve month net income of US$640.2 million and EPS of US$0.57. The company has seen revenue move from US$586.9 million in Q2 2024 to US$952.4 million in Q3 2025, while quarterly basic EPS has gone from US$0.01 to US$0.12 over the same stretch. This sets the stage for investors to focus...
NasdaqGS:TBBK
NasdaqGS:TBBKBanks

Is Bancorp (TBBK) Still Attractive After Recent Pullback And Strong Multi Year Rally

If you are wondering whether Bancorp at around US$59.44 is still good value after a strong multi year run, you are not alone. The stock has seen a 12.1% decline year to date, with shorter term moves of 11.5% over 7 days and 12.0% over 30 days, set against a 66.4% return over 3 years and 224.1% over 5 years. Recent news coverage has focused on Bancorp's position within the US banking sector and how investors are reassessing risk and growth expectations for regional financial institutions...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

QuidelOrtho Faces Profitability Pressures Yet Trades At Steep Valuation Discount

QuidelOrtho (NasdaqGS:QDEL) is reporting declining revenues alongside falling free cash flow margins. The company is also seeing a significant drop in return on invested capital, pointing to weaker returns on recent investments. These shifts may reflect rising competitive pressures or market saturation in its core diagnostics markets. QuidelOrtho, a diagnostics company listed on the NasdaqGS under ticker QDEL, operates across lab, point of care, and transfusion medicine testing. The current...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Is It Time To Reassess Willis Towers Watson (WTW) After Recent Share Price Weakness

If you are trying to work out whether Willis Towers Watson is reasonably priced or not, starting with a clear view of its current valuation can help you decide how it fits into your portfolio. The stock last closed at US$317.47, with returns of a 1.7% decline over 7 days, a 3.4% decline over 30 days, a 2.7% decline year to date and a 2.6% decline over 1 year. The 3 year and 5 year returns sit at 30.7% and 51.4% respectively. Recent headlines around Willis Towers Watson have focused on its...
NYSE:PFSI
NYSE:PFSIDiversified Financial

PennyMac Financial Services (PFSI) Net Margin Expansion Reinforces Bullish Profitability Narratives

PennyMac Financial Services (PFSI) has wrapped up FY 2025 with fourth quarter revenue of US$538.0 million, basic EPS of US$2.05 and net income of US$106.8 million, while the trailing twelve months show total revenue of US$2.0 billion, basic EPS of US$9.69 and net income of US$501.1 million against last year’s net margin of 15.4% and earnings growth of 60.9%. Over the past few quarters, revenue has ranged from US$690.8 million to US$1.0 billion with quarterly basic EPS between US$1.48 and...
NYSE:APD
NYSE:APDChemicals

Is It Time To Reassess Air Products And Chemicals (APD) After Recent Share Price Rebound

If you are wondering whether Air Products and Chemicals is genuinely attractive at its current price, you are not alone. Many investors are asking if the stock still offers value after recent moves. The share price closed at US$272.50, with returns of 4.3% over the last week, 10.3% over the last month, 8.8% year to date, a 16.6% decline over the past year, 3.3% gains over three years and 21.8% gains over five years. Recent coverage around Air Products and Chemicals has focused on its...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Is It Too Late To Consider Ascendis Pharma (ASND) After A 73% One Year Surge?

If you are wondering whether Ascendis Pharma's share price still makes sense after a strong run, this article will walk through what the current market price might be implying about its value. The stock last closed at US$226.10, with a 1 year return of 73.0% and a 3 year return of 94.7%, alongside a recent 7 day return showing a 3.9% decline and a 30 day and year to date return of 6.0%. Recent attention on Ascendis Pharma has been shaped by company specific developments and sector news that...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Carlos Vazquez Joins Valley National Board Sharpening Risk And Capital Oversight

Valley National Bancorp (NasdaqGS:VLY) has appointed veteran banking executive Carlos Vazquez as an independent director. Vazquez brings decades of C suite and board experience at major financial institutions to Valley's board. He will serve on key committees focused on financial oversight, audit, and human capital governance. For you as an investor, this move sits squarely in the context of a regional bank sector that is under close scrutiny on risk management, funding stability, and board...
NasdaqCM:GEVO
NasdaqCM:GEVOOil and Gas

Assessing Gevo (GEVO) Valuation After CEO Succession Plan And Carbon Removal Progress

Leadership transition and carbon-removal update draw focus Gevo (GEVO) has attracted fresh attention after a special call outlining its planned CEO succession to President Paul Bloom in 2026 and providing updates on carbon-removal progress, including 500,000 credits from its North Dakota project. See our latest analysis for Gevo. Gevo’s recent leadership update and carbon removal progress come against a backdrop of softer share price momentum, with a 7 day share price return of 10.5% and a 90...
NYSE:LBRT
NYSE:LBRTEnergy Services

Is Liberty Energy (LBRT) Quietly Rewriting Its Story From Shale Services To Data Center Power?

Liberty Energy Inc. recently reported full-year 2025 results showing lower sales and earnings versus the prior year, while also affirming a US$0.09 per-share dividend payable in March 2026 and completing a US$479.36 million share repurchase program initiated in July 2022. At the same time, management outlined an ambitious push into distributed power for data centers, including long-term agreements that could materially reshape Liberty Energy’s business mix toward onsite power...
NYSE:GBX
NYSE:GBXMachinery

Assessing Greenbrier Companies (GBX) Valuation As Recent Momentum Meets Mixed Longer Term Returns

Why Greenbrier Companies (GBX) is on investors’ radar today Greenbrier Companies (GBX) has drawn fresh attention after recent share price moves, with the stock showing a mix of shorter term pullbacks and longer term gains across different time frames. Over the past day, the stock returned about 0.9%, while the past week was slightly negative. Over the past month and the past 3 months, returns were stronger, although the 1 year total return was a decline. See our latest analysis for Greenbrier...
NYSE:PJT
NYSE:PJTCapital Markets

PJT Partners Sees 2026 Secondaries Surge Shaping Capital Solutions Opportunity

PJT Partners (NYSE:PJT) has forecast continued robust growth in global secondaries market volume for 2026. The outlook follows what the firm describes as a record year for secondaries activity. PJT's global head of Capital Solutions outlined the view, highlighting potential large scale shifts in capital flows. PJT Partners, trading at $173.03, sits in the spotlight as the firm links its capital solutions franchise to a secondaries market it expects to stay busy into 2026. The stock has...
NasdaqGS:DVAX
NasdaqGS:DVAXBiotechs

Sanofi Buyout Of Dynavax Recasts Adult Vaccine Growth For Shareholders

Sanofi agreed to acquire Dynavax Technologies (NasdaqGS:DVAX) in a multi billion dollar deal. The transaction focuses on adding Dynavax's approved hepatitis B vaccine and its experimental shingles vaccine to Sanofi's adult vaccines portfolio. The deal is framed as an expansion of Sanofi's presence in adult immunizations. Dynavax Technologies, known for its vaccine work including its hepatitis B product, sits at the intersection of adult immunization and broader infectious disease...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

Assessing DoorDash (DASH) Valuation After Recent Share Price Weakness And Profit Growth

DoorDash (DASH) shares have faced pressure recently, with the stock showing negative returns over the past month and past 3 months. This has prompted many investors to reassess what they are paying for the business today. See our latest analysis for DoorDash. Zooming out, DoorDash’s 30 day share price return of a 9.65% decline and 90 day share price return of a 19.56% decline contrast with its 1 year total shareholder return of 8.36%, hinting that recent momentum has faded compared with its...
NYSE:ESRT
NYSE:ESRTOffice REITs

Is Empire State Realty Trust (ESRT) Pricing Reflect Long-Term Prospects After Office And Tourism Shifts

If you are wondering whether Empire State Realty Trust's share price still reflects the value of its assets and income potential, looking closely at how the market currently prices the stock is a useful next step. The shares last closed at US$6.63, and over recent periods the stock saw a 1% decline over 7 days, a 1.7% gain over 30 days, a 2.5% gain year to date, but a 29.4% decline over 1 year and a 27.1% decline over 5 years. Recent price moves sit against an ongoing news flow around Empire...
NYSE:ACA
NYSE:ACAConstruction

Will Stronger Earnings And Upbeat Analyst Ratings Change Arcosa's (ACA) Narrative?

Recently, Barclays analyst Adam Seiden and TipRanks reiterated positive ratings on Arcosa following the company’s latest earnings release, which reported meaningful year-over-year revenue and net profit growth. This combination of upbeat analyst sentiment and improved financial performance has drawn fresh attention to how Arcosa is executing its business plan. We’ll now look at how Arcosa’s stronger earnings profile may influence the company’s investment narrative and longer-term appeal. AI...
NYSE:FTI
NYSE:FTIEnergy Services

Is It Too Late To Consider TechnipFMC (FTI) After Its 86% One-Year Rally?

If you are wondering whether TechnipFMC at around US$55.72 is still offering value or if most of the upside is already reflected in the price, you are asking the right question. The stock has delivered returns of 2.7% over the last 7 days, 25.0% over the last 30 days, 17.8% year to date and 86.5% over the last year, with a very large 3 year and 5 year return. This naturally raises questions about what you are paying for today. Recent coverage has focused on TechnipFMC's role in the energy...