U.S. Software Stock News

Why Encore Capital Group is on investors’ radar Encore Capital Group (ECPG) has been drawing attention after a strong recent share price move, with returns over the past month and past 3 months standing out against its longer term track record. See our latest analysis for Encore Capital Group. The recent momentum has been strong, with a 6.8% 1 day share price return adding to a 26.7% 30 day share price return and an 81.1% 1 year total shareholder return, which points to shifting expectations...

If you are wondering whether CME Group at around US$319.50 is still offering value after its recent run, this article walks through what the current price might be implying about the business. The stock has posted returns of 3.7% over the past week, 11.7% over the last 30 days, 18.5% year to date and 28.3% over the past year, with a 3 year return of 92.8% and 5 year return of 80.5%. Recent coverage has focused on CME Group's role as a major exchange operator and its position in global...

Nuvation Bio recently finalized a protocol amendment that expands its global SIGMA study of safusidenib into a Phase 3 trial, broadening eligibility to include patients with high‑risk grades 2 and 3 and grade 4 IDH1‑mutant astrocytoma after standard‑of‑care treatment. This shift into a registrational Phase 3 setting materially advances safusidenib within Nuvation Bio’s pipeline, potentially reshaping the company’s role in treating aggressive IDH1‑mutant brain tumors. Next, we’ll examine how...

If you are wondering whether Wyndham Hotels & Resorts is pricing in too much optimism or still offering value, this article will walk you through what the current share price could be telling you. The stock last closed at US$81.80, after a 12.4% gain over the past month, while it shows a 23.0% decline over the past year and a 37.0% return over five years. Recent news flow around Wyndham has centered on its position in the global hotel and franchising space, including attention on how brand...

Pfizer received full FDA approval for BRAFTOVI (encorafenib) in combination with cetuximab and fluorouracil based chemotherapy for BRAF V600E mutant metastatic colorectal cancer. The decision is based on Phase 3 BREAKWATER trial results and establishes the regimen as a new first line standard of care in this setting. The approval expands treatment options for oncologists and deepens Pfizer's presence in colorectal cancer within its oncology portfolio. For investors watching NYSE:PFE, this...

If you are wondering whether FTAI Aviation's share price still offers value or if most of the opportunity is already priced in, this article is for you. The stock last closed at US$305.80, with returns of 5.5% over 7 days, 10.9% over 30 days, 45.4% year to date and 139.9% over 1 year, while the 3 year and 5 year returns are both very large. Recent attention on FTAI Aviation has focused on its sharp share price performance and the business model that supports aircraft and engine related...

DNOW (DNOW) closed out FY 2025 with Q4 revenue of US$959 million and a basic EPS loss of US$1.03, while the trailing twelve months show revenue of US$2.8 billion and a basic EPS loss of US$0.76. Over recent quarters, the company has seen revenue move from US$571 million in Q4 2024 to US$959 million in Q4 2025, with quarterly EPS shifting from US$0.18 in Q4 2024 to US$0.20, US$0.24 and US$0.23 in the first three quarters of 2025, before the Q4 loss. For investors, that mix of higher revenue...

ConocoPhillips (NYSE:COP) is reportedly weighing the sale of certain Permian Basin assets in a potential US$2b transaction. The assets under review sit within one of the most active US shale regions, drawing interest from both industry buyers and private equity firms. The move is described as part of a broader effort by the company to streamline its portfolio and adjust its asset mix. For you as an investor, the Permian sits at the heart of US shale oil and gas activity, and ConocoPhillips...

Steven Madden (NasdaqGS:SHOO) reported Q4 2025 results that came in above its prior guidance. The quarter featured strong performance in its core footwear business and the recently acquired Kurt Geiger brand. The company recorded an impairment on intangible assets related to its portfolio. Management cited ongoing U.S. tariff policy challenges and chose not to issue earnings guidance for 2026. Steven Madden, a well known name in branded footwear and accessories, sits at the intersection of...

The US administration has imposed a new 15% global tariff under the Trade Act of 1974. This policy affects companies with extensive international supply chains, including Jabil (NYSE:JBL). The tariff change introduces new uncertainty for Jabil’s cost structure and cross border operations. Jabil, trading at $264.99, has been closely tied to global manufacturing and complex supply chains, so a broad 15% tariff directly touches the core of how it does business. The stock has shown strong...

If you are wondering whether Bentley Systems' current share price lines up with its underlying worth, this article will walk through what the numbers say and where valuation questions remain open. The stock last closed at US$36.56, with returns of 8.0% over the past 7 days, a 2.1% decline over 30 days, a 4.2% decline year to date, and a 16.2% decline over the past year, along with a 12.7% decline over 3 years and a 20.9% decline over 5 years. Recent coverage of Bentley Systems has focused on...

Great Point Partners has increased its exposure to Apogee Therapeutics (APGE), with filings showing the fund now holds about 9.15% of its assets in the company, alongside advancing atopic dermatitis and asthma programs. See our latest analysis for Apogee Therapeutics. Apogee’s latest US$70.05 share price comes after a mixed few months, with a slightly negative 90 day share price return but a very strong 1 year total shareholder return of about 123%, as investors focus on upcoming trial...

If you are wondering whether Compass at around US$9.84 is priced fairly or offering value, you are not alone. This article is built to help you make sense of that question. The share price has seen a 24.6% decline over the last 30 days, even though the 1 year return sits at 9.4% and the 3 year return is very large. Recent coverage has focused on Compass as a real estate platform operator, with investors watching how its model responds to shifts in housing activity and transaction volumes...

Earlier this week, MACOM Technology Solutions Holdings reported quarterly results that were in line with expectations, highlighted by sequential gross margin improvement, strong year-on-year revenue growth and one of its strongest booking quarters in years, alongside guidance for the next quarter that exceeded analyst forecasts. Management emphasized that robust demand across data infrastructure, satellite communications and industrial applications is aligning with its focus on higher-value...

Bank of New York Mellon Corporation (NYSE:BK) completed a $500 million preferred stock offering of Series M Noncumulative Perpetual Preferred Stock via depositary shares. The company indicated that proceeds may be used to redeem outstanding Series F Preferred Stock and potentially Series H Preferred Stock. For investors watching BNY, the preferred stock move comes with the common share price at $118.8 and a value score of 3. The stock has returned 36.4% over the past year and 151.5% over 3...

Main Street Capital (MAIN) has wrapped up FY 2025 with fourth quarter revenue of US$145.5 million and EPS of US$1.46. Trailing 12 month figures sit at US$566.4 million of revenue and EPS of US$5.52, setting a clear baseline for how the business is currently earning its keep. The company has seen quarterly revenue range from US$137.0 million to US$145.5 million through 2025, with EPS moving between US$1.31 and US$1.46, and trailing 12 month net income holding in the US$493.4 million area. This...

Crescent Biopharma (CBIO) closed out FY 2025 with Q4 revenue of US$10.8 million, basic EPS of a US$3.35 loss, and a net loss of US$92.4 million. Its trailing twelve month revenue was US$10.8 million, with basic EPS of a US$5.59 loss and a total net loss of US$153.9 million. The company’s quarterly revenue moved from US$0 in the first three quarters of FY 2025 to US$10.8 million in Q4. Over the same period, quarterly basic EPS moved from a US$18.39 loss in Q1 to a US$4.93 loss in Q2, a US$1.27...

In February 2026, Madison Square Garden Sports Corp. announced that Chief Financial Officer, Executive Vice President and Treasurer Victoria Mink will depart after assisting with a potential spin-off and leadership transition. The board is exploring separating the New York Knicks and New York Rangers into two standalone public companies, a move that could reshape how investors assess each franchise’s assets, risks and opportunities. Now we’ll examine how the potential Knicks–Rangers spin-off...

If you are looking at Federal Signal and wondering whether the recent share price puts it at a fair level or not, this article walks through what the current market price might be implying about value. The stock last closed at US$116.43, with a 1.9% decline over the past 7 days, a 6.8% gain over 30 days, a 4.5% return year to date, 44.1% over 1 year, 110.5% over 3 years, and 225.3% over 5 years. Recent news around Federal Signal has largely focused on its position in specialized vehicles and...

Ulta Beauty, NasdaqGS:ULTA, is advancing a global expansion plan under new CEO Kecia Steelman. The company is widening support for women and BIPOC owned brands through its MUSE Accelerator program. Ulta is rolling out AI driven personalization tools to refine customer engagement and product discovery. Ulta Beauty enters this phase of change with its shares at $684.79 and multi year returns that some investors may find meaningful, including 105.4% over 5 years and 86.9% over 1 year. Over...

Galaxy Digital overview Galaxy Digital (GLXY) has been drawing attention after recent share price moves, with returns over the past month and the past 3 months turning negative even as its 1 year total return remains positive. See our latest analysis for Galaxy Digital. The recent 35.45% 1 month share price decline and 22.56% 3 month share price decline contrasts with Galaxy Digital’s very large 3 year total shareholder return. This suggests momentum has cooled even as longer term holders...

Arcosa (ACA) books higher FY 2025 earnings with wider margins Arcosa (ACA) has capped FY 2025 with fourth quarter revenue of US$716.7 million and basic EPS of US$1.06, rounding out a year where trailing twelve month EPS reached US$4.26 on revenue of US$2.88 billion and net income of US$208.4 million. The company reported a current net margin of 7.2% compared with 3.6% a year earlier. Over recent quarters the company has seen revenue move from US$632 million in Q1 2025 to US$716.7 million in...

A JetBlue flight experienced a loud boom and engine fire mid air, triggering an emergency landing and evacuation via emergency slides. All passengers were safely deplaned, and the airline provided refunds and travel vouchers following the incident. Some travelers reported difficulties redeeming the issued vouchers, raising questions around JetBlue's customer response. For investors watching NasdaqGS:JBLU, this incident sits at the intersection of airline operations, safety protocols, and...

MGP Ingredients, Inc. has reported past fourth-quarter 2025 results showing sales of US$138.32 million and a net loss of US$134.63 million, driven largely by a very large US$152.62 million goodwill and intangible asset impairment in its Branded Spirits segment. For 2025 as a whole, the company moved from net income to a net loss, while simultaneously closing a US$117.17 million common stock shelf registration, maintaining a quarterly dividend of US$0.12 per share, and issuing 2026 sales...