U.S. Software Stock News

NasdaqGS:COKE
NasdaqGS:COKEBeverage

Is Coca-Cola Consolidated’s (COKE) Indiana Hoosiers Can Playbook a Hint About Its Brand Strategy?

Coca-Cola Consolidated has released limited-edition commemorative Coca-Cola cans in central and southern Indiana to celebrate Indiana University’s 2025 College Football Playoff national championship, with matching glass bottles planned for August 2026. By tying its packaging to the Hoosiers’ first football national title, the bottler is tapping into intense regional pride and collector appeal. Next, we’ll examine how linking the brand to Indiana University’s historic championship...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

Entegris CFO Change Puts Valuation And Debt Coverage In Focus

Entegris (NasdaqGS:ENTG) has announced a CFO transition, with Linda LaGorga stepping down from the role. Mike Sauer, an experienced internal executive, has been appointed Interim CFO. The change represents a material shift in the finance leadership team that investors may want to watch closely. For shareholders, this executive turnover comes at a time when Entegris shares trade around $118.07. The stock has recent momentum, with a 2.9% return over the past week, 31.8% over the past month,...
NYSE:WHD
NYSE:WHDEnergy Services

Is Rising Institutional Ownership Quietly Redefining Cactus (WHD)’s Role in Energy Portfolios?

Over the past six months, Cactus, Inc. has drawn increased interest from large institutional investors, reflecting confidence in its recent three-year sales and earnings per share growth record. This combination of robust historical fundamentals and growing institutional ownership has strengthened Cactus’s role as a potential core holding within diversified energy-focused portfolios. Next, we will examine how rising institutional demand, underpinned by Cactus’s multi‑year earnings expansion,...
NasdaqGS:IPAR
NasdaqGS:IPARPersonal Products

Assessing Interparfums (IPAR) Valuation After New David Beckham And Nautica Licensing Deals

Interparfums (IPAR) has expanded its fragrance portfolio with long term global licensing deals for David Beckham and Nautica, agreements that introduce established brands and projected sales figures into its future revenue mix. See our latest analysis for Interparfums. The recent licensing announcements arrive after a mixed share price pattern, with a 14.2% 1 month share price return and a 7.7% 3 month share price return, but a 1 year total shareholder return decline of 28.8%. This suggests...
NYSE:NWN
NYSE:NWNGas Utilities

What Northwest Natural Holding (NWN)'s 70-Year Dividend Streak and EPS Outlook Update Means For Shareholders

Northwest Natural Holding Company has declared a quarterly dividend of US$0.4925 per share, payable on February 13, 2026, to shareholders of record as of January 30, while also indicating that its full-year 2025 adjusted earnings are expected to land above the midpoint of its guidance range. The company highlighted that it has raised its dividend for 70 consecutive years and reaffirmed a long-term earnings-per-share growth target of 4% to 6% compounded annually, placing it among a very small...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express (AXP) Quarterly Profit Drop Tests Bullish Earnings Growth Narrative

How American Express' Latest Numbers Set the Stage for the Next Chapter American Express (AXP) closed out FY 2025 with fourth quarter revenue of US$17.6 billion and basic EPS of US$3.54, while trailing twelve month revenue reached US$67.0 billion and EPS came in at US$15.40. Over the past six quarters, the company has seen quarterly revenue move from US$15.3 billion in Q3 2024 to US$17.6 billion in Q4 2025, with basic EPS ranging from US$3.49 to US$4.14 across that period, and trailing net...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

A Look At eToro Group (NasdaqGS:ETOR) Valuation As New Regulatory Shifts Challenge Zero Commission Models

Regulatory shifts put eToro Group (NasdaqGS:ETOR) under the spotlight Upcoming rules such as DORA, MiFID II changes, and a Payment-for-Order-Flow ban are drawing attention to how eToro Group (NasdaqGS:ETOR) might adjust its zero-commission model and broader brokerage economics. See our latest analysis for eToro Group. Against this regulatory backdrop, eToro Group’s recent share price return has been weak, with the stock at $29.4 and a 30 day share price return of a 17.6% decline that extends...
NYSE:STEL
NYSE:STELBanks

Stellar Bancorp (STEL) Valuation Check After Strong Recent Share Price Momentum

What Stellar Bancorp’s Recent Share Performance Tells You Stellar Bancorp (STEL) has recently drawn investor interest after a solid run in its share price over the past month and past 3 months, prompting a closer look at the Houston based bank’s fundamentals. See our latest analysis for Stellar Bancorp. At a share price of $37.14, Stellar Bancorp has seen strong recent momentum, with a 30 day share price return of 20.74% and a 1 year total shareholder return of 33.34%. This may hint that...
NasdaqGS:CTBI
NasdaqGS:CTBIBanks

Assessing Community Trust Bancorp (CTBI) Valuation After Strong Earnings And Dividend Affirmation

Dividend affirmation and earnings put the focus on CTBI Community Trust Bancorp (CTBI) recently affirmed a quarterly cash dividend of $0.53 per share, following fourth quarter and full year 2025 results that showed higher net interest income and net income versus the prior year. See our latest analysis for Community Trust Bancorp. The recent dividend affirmation and the latest earnings update have come alongside firm momentum in the shares, with a 30-day share price return of 9.37% and a...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Check Point’s NASCAR Cybersecurity Push and AI Threat Report Might Change The Case For Investing In CHKP

In late January 2026, Check Point Software Technologies announced a new cybersecurity partnership and associate sponsorship with NASCAR team Hendrick Motorsports, alongside the release of its 14th annual Cyber Security Report highlighting AI-driven threat escalation. Together, the high-profile motorsports collaboration and data-rich report spotlight how Check Point’s platforms are being applied in complex, high-performance, data-intensive environments. Next, we’ll examine how this...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Progress Software (PRGS) Valuation Check As Shares Trade Near US$40.92 With Mixed Return Profile

Why Progress Software Stock Is on Investors’ Radar Progress Software (PRGS) has drawn attention after recent trading, with the share price around $40.92 and a 1 day return of 3%, while longer term returns over the past year remain negative. For investors, the mix of modest annual revenue growth of about 1% and net income growth around 10%, along with a value score of 4 and an estimated intrinsic discount above 50%, raises questions about how the market is currently weighing its AI focused...
NYSE:INVH
NYSE:INVHResidential REITs

Invitation Homes Faces New Federal Limits And Pivots To Build To Rent

The federal government has introduced a new policy restricting large institutional investors from buying existing single family homes. Invitation Homes (NYSE:INVH) is responding by putting greater emphasis on developing build to rent single family communities. The policy directly affects the company’s traditional acquisition model and could reshape how it grows its rental portfolio. For investors watching NYSE:INVH, this is a material policy shock to a business that has been closely...
NYSE:BURL
NYSE:BURLSpecialty Retail

A Look At Burlington Stores (BURL) Valuation After Recent Steady Share Price Performance

Burlington Stores (BURL) has drawn fresh attention after recent trading left the stock modestly higher over the past 3 months, while month and 1-year returns stayed relatively muted in comparison. See our latest analysis for Burlington Stores. At a share price of US$295.86, Burlington Stores has recently seen a 7.11% 3 month share price return, while the 1 year total shareholder return of 4.2% suggests momentum has been steady rather than fast building. If this kind of steady move in retail...
NYSE:SLG
NYSE:SLGOffice REITs

A Look At SL Green Realty (SLG) Valuation After Q4 Beat And Refinancing Progress

SL Green Realty (SLG) just posted fourth quarter funds from operations and revenue that topped Wall Street expectations, alongside strong Manhattan leasing metrics and updates on its multibillion dollar refinancing and asset sale programs. See our latest analysis for SL Green Realty. Despite the quarterly beat, SL Green Realty's share price has been under pressure, with a 30 day share price return showing a 4.64% decline and a 1 year total shareholder return showing a 30.44% decline, pointing...
NasdaqGS:PFIS
NasdaqGS:PFISBanks

Peoples Financial Services (PFIS) Net Interest Margin Strength Reinforces Bullish Earnings Narrative

Peoples Financial Services (PFIS) has wrapped up FY 2025 with fourth quarter revenue of US$45.8 million and EPS of US$1.20, alongside trailing twelve month revenue of US$187.6 million and EPS of US$5.92, capped by a trailing net profit margin of 31.6% versus 7.4% a year earlier. Over the past few quarters, revenue has moved from US$40.8 million in Q4 2024 to US$48.7 million in Q2 2025 before landing at US$45.8 million in Q4 2025. Quarterly EPS shifted from US$0.61 in Q4 2024 to US$1.70 in Q2...
NYSE:PATH
NYSE:PATHSoftware

Has The Recent Slide In UiPath (PATH) Opened A Window Of Opportunity For Investors?

Wondering whether UiPath shares offer value at today's price, or if the market is pricing in too much hope already? This article walks through what the numbers are actually saying about the stock. UiPath's recent share price has moved to US$12.59, with returns of 14.9% decline over 7 days, 20.7% decline over 30 days, 20.7% decline year to date, 11.5% decline over 1 year and 25.5% decline over 3 years. Recent coverage has focused on UiPath as an AI and automation player in a competitive...