U.S. Software Stock News

Recent coverage highlights Monster Beverage’s stronger earnings and sales trajectory, with upbeat estimate revisions and technical indicators pointing to solid operating momentum in early 2026. Analysts and quantitative services now flag Monster as an industry leader on momentum screens, underpinned by expanding energy drink demand and a lower-than-peer price-to-earnings ratio that raises questions about how investors are valuing its growth profile. Next, we’ll examine how this improving...

Recent analyst calls around Globus Medical (GMED) have sharpened the market’s focus on the stock, following positive preliminary fourth quarter revenue, commentary on margin expansion, and fresh coverage tied to Nevro, international growth, and enabling technologies. See our latest analysis for Globus Medical. The recent upgrade and new coverage come after a period where short term share price momentum has cooled, with a 30 day share price return showing a 4.78% decline. In contrast, the 3...

For investors considering whether Cavco Industries at around US$585 per share is offering fair value or a potential mispricing, this article walks through what the current market price might be indicating about the stock. The share price is up 3.2% over the last week, but that comes after a 16.1% decline over the past month, leaving year to date returns around 1.1% lower and the 1 year return at 8.6%, with a very large 3 year gain and a 169.0% return over 5 years. Recently, investors have...

Charles River Laboratories International (NYSE:CRL) has appointed Glenn G. Coleman as Chief Financial Officer. The company has also named Kerry Dailey as Chief Legal Officer, expanding its senior leadership bench. These leadership changes are aimed at reinforcing financial oversight, legal governance, and corporate compliance. Charles River Laboratories operates as a key partner for pharmaceutical and biotech companies, supporting drug discovery, preclinical research, and related services...

If you are wondering whether Halliburton’s current share price reflects its real worth, this article walks through the numbers so you can judge the value story for yourself. With the stock last closing at US$33.71 and returns of 3.5% over 30 days, 13.9% year to date, 29.9% over 1 year, a 0.9% decline over 3 years, and 76.2% over 5 years, many investors are reassessing what they are willing to pay for the business. Recent coverage has focused on Halliburton’s role as a major oilfield services...

Why Southwest Airlines stock is drawing fresh attention Southwest Airlines (LUV) is back on many investors’ screens after a recent share price move, inviting a closer look at how its current valuation lines up with its fundamentals and recent returns. See our latest analysis for Southwest Airlines. The recent 6.16% 1 day share price return and 25.83% 30 day share price return have come on top of a 69.99% 90 day share price return. At the same time, the 1 year total shareholder return of...

The Brink’s Company has appointed Adrian Button as executive vice president and president of Brink’s North America, effective February 16, 2026, adding him to the executive leadership team reporting to CEO Mark Eubanks. With more than 30 years of global operational leadership at GE, NCR, and Carrier overseeing multibillion-dollar businesses and large-scale supply chains, Button’s background directly aligns with Brink’s focus on operational efficiency and service quality in North...

Polaris (PII) has been back in the spotlight after unveiling its 2027 snowmobile lineup and new enclosed cab RANGER models, drawing fresh attention to how product breadth might influence the stock. See our latest analysis for Polaris. Despite the fresh product news, Polaris shares trade at US$65.99, with a 90 day share price return of 6.13% but a 5.66% decline over 30 days, while the 1 year total shareholder return stands at 50.65%, pointing to strong longer term momentum after a tougher...

Government investment puts MP Materials (MP) in the national security spotlight The recent move by the U.S. government to take a direct equity stake in MP Materials (MP), including US$400 million in preferred stock and warrants, has pushed the company firmly into the national security conversation. See our latest analysis for MP Materials. After a sharp 17.4% 30 day share price decline and a 10.4% 90 day share price retreat to about US$56.95, MP Materials still carries a very large 1 year...

e.l.f. Beauty (NYSE:ELF) has appointed Matthew Farrell to its Board of Directors. Farrell brings CEO and CFO experience, along with board roles at several large consumer and industrial companies. The appointment comes as e.l.f. Beauty integrates the rhode acquisition and builds out a multi brand beauty portfolio. For investors tracking NYSE:ELF, this board appointment adds a new layer of experience around finance, operations, and oversight at a time when the company is repositioning itself...

News Corp, ticker NasdaqGS:NWSA, has reaffirmed its major $1b share buyback program. The board highlighted the continuation of this repurchase plan as part of its capital return approach. The announcement comes alongside solid revenue contributions from the Dow Jones and Digital Real Estate segments. For shareholders, the reaffirmed $1b buyback sits against a mixed share price record. The stock trades at $23.19, with a 3 year return of 34.6% and a 1 year decline of 23.4%. Over 5 years,...

Marvell Technology (NasdaqGS:MRVL) is integrating its acquisitions of Celestial AI and XConn Technologies into its data center hardware portfolio. The company is combining photonic fabric technology from Celestial AI with switching silicon from XConn to support memory disaggregation and high bandwidth connectivity. Marvell is reallocating focus away from legacy storage components toward specialized chips for next generation data center infrastructure. For you as an investor, this shift sits...

Assessing recent performance and context for Dow (DOW) With no single headline event setting the tone, Dow (DOW) is drawing attention for its recent trading performance, including a negative 1 day move and declines over the past week, alongside gains over the past month and past 3 months. See our latest analysis for Dow. At a share price of $31.42, Dow’s recent 30 day share price return of 13.96% and 90 day share price return of 47.44% contrast with a 1 year total shareholder return decline...

On February 10, 2026, Celsius Holdings announced that two PepsiCo-designated directors resigned and were immediately replaced by senior PepsiCo executives Chrysso Jacoby and John Short, while Tony Guilfoyle shifted from Chief Commercial Officer to Chief Customer Officer. The addition of PepsiCo’s North America CFO and its Senior Vice President of Strategic Partnerships & Franchise to Celsius’s board further tightens the alignment between the two companies on governance, risk oversight, and...

NXP Semiconductors (NasdaqGS:NXPI) is back in focus after reporting mixed 2025 results, with fourth quarter sales growth alongside a full year decline in sales and net income, as well as fresh Q1 2026 guidance. See our latest analysis for NXP Semiconductors. The mixed 2025 results and fresh 2026 guidance come after a strong 90 day share price return of 33.06% and a 3 year total shareholder return of 45.91%. This suggests recent momentum has picked up on top of longer term gains. If this...

Aon (AON) has reshaped its senior ranks by naming Joe Peiser as CEO of Risk Capital and Nick Fraccalvieri as CEO of global facultative for Reinsurance Solutions, placing experienced leaders at the center of its risk and capital agenda. See our latest analysis for Aon. Despite the leadership reshuffle and recent corporate activity, momentum in Aon’s shares has softened, with a 30 day share price return of a 5.21% decline and a year to date share price return of a 5.32% decline, while the 1...

Ultragenyx Pharmaceutical (NasdaqGS:RARE) faces multiple securities class action lawsuits tied to its setrusumab program. Complaints follow disclosures that the Phase III Orbit and Cosmic studies did not meet their primary endpoints. Plaintiffs allege management made misleading statements about setrusumab efficacy and risks, citing sharp investor losses after the trial updates. For investors watching RARE, the legal challenges come after a tough share price stretch, with the stock at $20.18...

EQT Corporation recently reported fourth-quarter and full-year 2025 results, with revenue of US$2,388.07 million and net income of US$677.1 million for the quarter, alongside new 2026 sales guidance pointing to total annual volumes of 2,275 Bcfe to 2,375 Bcfe and liquids volumes of 19,850 Mbbl to 21,050 Mbbl. The company paired these results with plans for substantial infrastructure investment and confirmed its US$0.165 per-share quarterly dividend, highlighting a focus on expanding capacity...

Wendy's is rolling out its Project Fresh plan, which includes closing 5% to 6% of U.S. restaurants. The company is introducing new value and menu items while focusing on operational improvements. Wendy's is also targeting international expansion as part of a broader shift in its business approach. For investors watching NasdaqGS:WEN, Project Fresh comes after a difficult stretch for the share price. The stock closed at $7.0, with a 1-year return of a 50.5% decline, a 3-year return of a...

Ionis Pharmaceuticals (IONS) has drawn fresh attention after recent trading left the stock near US$81, with a one day gain of about 1% alongside mixed short term moves over the past week and month. See our latest analysis for Ionis Pharmaceuticals. Although the 1 day share price return of 0.94% and recent 7 day weakness suggest some hesitation, Ionis Pharmaceuticals still carries positive momentum, with a 30 day share price return of 6.59% and a 1 year total shareholder return of 154.65%...

If you are wondering whether Texas Capital Bancshares at around US$104 is offering good value or asking too much, you are in the right place. The stock closed at US$104.37 recently, with returns of 1.3% over the last week, 6.5% over the last month, 13.8% year to date, 27.0% over one year and 60.3% over three years, as well as 30.9% over five years. These moves may have shifted how the market views its potential and risks. Recent coverage around Texas Capital Bancshares has focused on its...

Industry tailwinds put apparel resale in focus for RealReal (REAL) Fresh forecasts pointing to strong growth in apparel resale, supported by demand for sustainability, social commerce and brand partnerships, are putting renewed attention on how RealReal (REAL) is positioned in this space. See our latest analysis for RealReal. Despite the positive sentiment around apparel resale, RealReal’s recent share price performance has been weak, with a 30 day share price return of 34.3% and a year to...

Yum! Brands (YUM) just reported higher fourth quarter and full year 2025 sales, revenue, and net income, along with a 6% dividend increase, putting fresh focus on how its global restaurant portfolio is supporting shareholder returns. See our latest analysis for Yum! Brands. Against this backdrop, Yum! Brands’ share price of $161.19 sits on the back of an 8.68% 90 day share price return and a 1 year total shareholder return of 11.68%. This suggests momentum has been building alongside recent...

If you are wondering whether AutoZone's share price still reflects good value after a long run in the market, you are not alone. This article will walk through what the current valuation might be telling you. AutoZone's shares last closed at US$3,742.00, with returns of 2.1% over 7 days, 6.2% over 30 days, 13.3% year to date, 10.6% over 1 year, 45.4% over 3 years and 215.7% over 5 years. Recent coverage has focused on AutoZone's position in the US auto parts retail space, including...