U.S. Software Stock News

NasdaqGS:HQY
NasdaqGS:HQYHealthcare

How HealthEquity’s GARP Profile and Accelerating Earnings Narrative At HealthEquity (HQY) Has Changed Its Investment Story

Recently published analyst research highlighted HealthEquity as a leading provider of technology-enabled healthcare spending solutions with solid growth characteristics and financial strength, operating in a market supported by structural tailwinds. What stands out is HealthEquity’s identification as a Growth at a Reasonable Price candidate, where accelerating earnings trends intersect with valuation metrics that appear attractive relative to peers. We’ll now examine how HealthEquity’s GARP...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Is It Time To Reassess Fifth Third Bancorp (FITB) After Its Recent Share Price Strength

If you are wondering whether Fifth Third Bancorp at around US$50.22 is still reasonably priced or starting to look stretched, you are not alone. The stock has seen a 1% decline over the last 7 days, while its 30 day return stands at 7.3% and its 1 year return at 17.5%, with longer term figures of 50.7% over 3 years and 88.4% over 5 years. These moves come against a backdrop of ongoing sector wide attention on U.S. regional banks, with investors watching how balance sheets, capital levels and...
NasdaqGS:OCFC
NasdaqGS:OCFCBanks

How Investors Are Reacting To OceanFirst Financial (OCFC) Earnings: Loan Growth, Cost Pressures And Steady Dividend

OceanFirst Financial Corp. reported fourth-quarter 2025 results on January 22, 2026, with net interest income rising to US$95.28 million but net income easing to US$13.09 million, alongside net loan charge-offs of US$1.97 million and a continued quarterly dividend of US$0.20 per share. The earnings release highlighted that strong commercial and industrial loan and deposit growth came with higher merger- and outsourcing-related expenses, compressing profitability even as the board declared...
NYSE:CYD
NYSE:CYDMachinery

China Yuchai International (CYD) Valuation Check After Strong Share Price Momentum

China Yuchai International: Recent Move Puts Engine Maker on Investor Radar China Yuchai International (CYD) has drawn fresh attention after a strong month, with the share price rising about 28% and a gain of roughly 22% over the past 3 months. See our latest analysis for China Yuchai International. The recent 30 day share price return of 27.83% and 90 day share price return of 22.38% sit alongside a very large 1 year total shareholder return of 324.08%. This points to strong positive...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Is It Too Late To Consider Medpace (MEDP) After Its Strong Multi Year Share Price Run

If you are wondering whether Medpace Holdings is still good value after its strong run, you are not alone. This article focuses squarely on what you are paying for each dollar of its business today. The stock last closed at US$582.48, with returns of 3.7% over the past 30 days, 2.0% year to date, 66.8% over 1 year and 146.7% over 3 years. These figures naturally raise questions about how much future upside or risk is already reflected in the price. Recent news around Medpace has largely...
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...
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...