U.S. Software Stock News

NYSE:OLN
NYSE:OLNChemicals

Why Olin (OLN) Is Down 6.1% After Posting a Q4 Loss and Braskem Supply Deal – And What's Next

Olin Corporation reported fourth-quarter 2025 results with sales of US$1,665.1 million, but a net loss of US$85.7 million versus a profit a year earlier, and a full-year 2025 net loss of US$42.8 million despite higher annual sales. Alongside these results, Olin highlighted US$321 million in fourth-quarter operating cash flow, progress on its long-running share repurchase program, and a new long-term EDC supply agreement with Braskem that expands its infrastructure footprint in Brazil. With...
NYSE:SWK
NYSE:SWKMachinery

Is Stanley Black & Decker (SWK) Interesting After A 5‑Year 46.9% Share Price Slide?

If you are wondering whether Stanley Black & Decker shares are starting to look interesting on price, this article walks through what the current numbers may be saying about value. The stock last closed at US$79.15, with a 3.5% return over the past 30 days and a 46.9% decline over 5 years. These figures can change how investors think about both upside potential and risk. Recent coverage has focused on how the company is positioned within the capital goods sector and how investors are...
NYSE:GEO
NYSE:GEOCommercial Services

What Does GEO Group’s (GEO) Larger Credit Line Reveal About Its Liquidity Strategy?

In January 2026, The GEO Group, Inc. closed an amendment to its Amended Credit Agreement, increasing its revolving credit facility commitments from US$450,000,000 to US$550,000,000, effective January 20, 2026. This larger revolving credit facility enhances GEO Group’s access to short‑term funding, which can be important for managing working capital and refinancing needs. We’ll now examine how this expanded revolving credit facility affects GEO Group’s investment narrative, particularly...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Apeiron Exit Highlights SharpLink Shift From Sports Betting To Ethereum

Apeiron Capital Ltd has fully liquidated its position in SharpLink Gaming (NasdaqCM:SBET). SharpLink Gaming is shifting its business focus from sports gaming operations to cryptocurrency holdings. The company is positioning itself as a major corporate holder of Ethereum following this pivot. SharpLink Gaming, previously focused on sports gaming solutions, is now redirecting attention toward cryptocurrency exposure, with Ethereum at the center of its new approach. This move comes as digital...
NasdaqGS:JJSF
NasdaqGS:JJSFFood

How Investors May Respond To J&J Snack Foods (JJSF) Earnings Beat And Steady Analyst Expectations

J&J Snack Foods recently reported quarterly results that surpassed analysts’ expectations for both EBITDA and EPS, signaling stronger-than-anticipated profitability. Analysts have largely maintained their forward estimates over the past month, indicating that this earnings strength is being viewed as consistent with the company’s current trajectory. Next, we’ll consider how this earnings beat, alongside steady analyst expectations, shapes J&J Snack Foods’ broader investment narrative. AI is...
NYSE:TRU
NYSE:TRUProfessional Services

TransUnion Expands Credit Data Reach With Mobile Tech And Rental Reporting

TransUnion (NYSE:TRU) has agreed to acquire RealNetworks' mobile division, aiming to use its AI and machine learning tools for fraud prevention and customer engagement. The company is partnering with Zenbase to integrate flexible rent payment data into credit files. It is also working with FrontLobby to add renter payment histories to credit reporting, including for smaller landlords. For you as an investor, these moves sit at the intersection of credit data, identity, and digital...
NYSE:VNO
NYSE:VNOOffice REITs

Vornado Taps Newmark For Penn District Retail As Valuation Lags Target

Vornado Realty Trust has appointed Newmark as the exclusive leasing agent for the next phase of retail redevelopment in THE PENN DISTRICT. The mandate covers retail space within Vornado’s multi billion dollar revitalization project around Penn Station in Manhattan. The move points to preparation for new leasing activity and a potential refresh of the tenant mix in this key New York City hub. For investors tracking Vornado Realty Trust, NYSE:VNO, this update adds a fresh layer of information...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

How Investors May Respond To Medpace Holdings (MEDP) Defying Trial Funding Worries With Aggressive Buybacks

In its fourth-quarter 2025 investor letter, Giverny Capital Asset Management highlighted Medpace Holdings as a leading contributor after earlier worries about weaker biopharmaceutical trial funding did not play out as feared. An interesting aspect for investors is Medpace’s decision to repurchase about 9% of its shares earlier in the year, signaling strong internal confidence during a period of uncertainty. We will now examine how Medpace’s sizeable share repurchase program shapes its...
NYSE:BALL
NYSE:BALLPackaging

Does Ball’s New Dividend Signal a Shift in Capital Priorities for Investors in BALL?

Ball Corporation's board previously declared a cash dividend of US$0.20 per share, payable on March 16, 2026, to shareholders of record as of March 2, 2026. Set against expectations for renewed revenue growth following a prior quarterly decline, the dividend highlights management’s willingness to return cash while performance recovers. Next, we’ll examine how Ball’s upcoming earnings report, following its prior revenue beat, shapes the company’s broader investment narrative. The latest GPUs...
NasdaqGS:CLBK
NasdaqGS:CLBKBanks

Columbia Financial (CLBK) Net Interest Margin Rebound Supports Bullish Earnings Narrative

Columbia Financial (CLBK) closed out FY 2025 with Q4 total revenue of US$66.7 million and basic EPS of US$0.15, as the bank reported a full year of positive net income over the last twelve months. The company’s quarterly revenue moved from US$19.8 million in Q4 2024 to US$66.7 million in Q4 2025, while basic EPS shifted from a loss of US$0.21 to a profit of US$0.15 over the same period, providing a clearer earnings base against which investors can assess the latest release. With that backdrop...
NYSE:ASH
NYSE:ASHChemicals

Ashland Univar Deal Extends EMEA Reach And Raises Valuation Questions

Ashland (NYSE:ASH) and Univar Solutions agreed an exclusive partnership to distribute Ashland’s cellulose ethers to food and beverage customers across EMEA. The collaboration focuses on plant based, vegan, and gluten free applications in the region’s food and beverage market. The deal extends Ashland’s reach into next generation food uses for its cellulose ether technologies while using Univar’s regional distribution network. Ashland, listed on the NYSE under the ticker ASH, supplies...
NYSE:BABA
NYSE:BABAMultiline Retail

Is Alibaba Group Holding (NYSE:BABA) Attractive After 74% Rally And China Tech Headlines?

If you are wondering whether Alibaba Group Holding is priced attractively right now, it helps to start by looking at how the current share price lines up with different valuation tools. The stock last closed at US$168.39, with a 1 year return of 73.6% and a 5 year return of 32.5% decline, which can change how the market thinks about both its potential and its risks. Recent news coverage has focused on Alibaba Group Holding as a major China based e commerce and cloud services player, which...
NYSE:LEG
NYSE:LEGConsumer Durables

Assessing Leggett & Platt (LEG) Valuation After A Sharp Rebound In Recent Shareholder Returns

Why Leggett & Platt is back on investor radars Leggett & Platt (LEG) has quietly delivered mixed medium term results, with a loss of about 62% over 3 years yet a 23% total return over the past year, prompting fresh questions about what is driving the stock now. See our latest analysis for Leggett & Platt. The share price has moved to US$12.19, with a 36.81% 90 day share price return and a 22.65% 1 year total shareholder return. This suggests that recent momentum contrasts with weaker multi...
NYSE:PAG
NYSE:PAGSpecialty Retail

Is Penske Automotive Group (PAG) Pricing Look Appealing After Recent Auto Retail Sector Reassessment

If you are wondering whether Penske Automotive Group at around US$157.53 is offering fair value or a potential mispricing, this article will walk you through the key pieces you need to weigh that up. The share price has been relatively steady in the near term, with a 1.7% decline over the last week and a 0.4% decline over both the past month and year, while the 3 year and 5 year returns sit at 23.9% and 164.7%. Recent coverage around Penske has focused on its position in the US auto retail...
NYSE:HUBS
NYSE:HUBSSoftware

Has The Recent 64% Share Price Slump Opened Up An Opportunity In HubSpot (HUBS)?

If you are wondering whether HubSpot's share price now reflects a fair deal or an overreaction, this article walks through what the numbers are saying about value. At a last close of US$274.06, HubSpot's stock has seen sharp recent moves, with returns of 16.7% decline over 7 days, 28.3% decline over 30 days and year to date, and 64.2% decline over 1 year. Over 3 years and 5 years, the returns are a 23.9% decline and a 34.6% decline respectively. These price swings are landing against a...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

The Bull Case For Century Aluminum (CENX) Could Change Following New Oklahoma Smelter JV With EGA - Learn Why

In late January 2026, Emirates Global Aluminium and Century Aluminum announced a joint development agreement to build a new primary aluminum plant in Inola, Oklahoma, with EGA owning 60% and Century 40%, targeting annual output of 750,000 tonnes and using EGA’s latest EX smelting technology. By more than doubling current U.S. primary aluminum capacity and concentrating both partners’ greenfield efforts at Tulsa Port of Inola, the project aims to reshape domestic supply chains, workforce...
NYSE:NVO
NYSE:NVOPharmaceuticals

Assessing Novo Nordisk (NYSE:NVO) Valuation After Mixed Short And Long Term Shareholder Returns

Why Novo Nordisk (NYSE:NVO) Is On Investors’ Radar Today Novo Nordisk (NYSE:NVO) has drawn fresh attention after recent trading left the stock with mixed short term returns, including a 1 day decline and a month gain, alongside weaker year and multi year performance. See our latest analysis for Novo Nordisk. Recent trading reflects that pattern, with a 12.48% 1 month share price return and a 22.13% 3 month share price return, in contrast with a 27.28% 1 year total shareholder return decline...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Invoca Reddit Ads Link Seeks Clearer Outcomes For Undervalued RDDT

Invoca has launched a new integration with Reddit Ads, expanding its social advertising capabilities. The integration allows marketers to link Reddit ad performance to leads, conversions, and revenue. This update positions Reddit (NYSE:RDDT) as a more measurable and actionable marketing channel for brands. For Reddit (NYSE:RDDT), this move ties directly into how advertisers think about social platforms today, which is less about impressions and more about trackable outcomes. By plugging...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Cheesecake Factory (CAKE) Valuation In Focus After Recent Share Price Momentum And Conflicting Fair Value Views

Cheesecake Factory stock in focus Cheesecake Factory (CAKE) is back on many investors’ watchlists after recent trading, with the share price around $58.60 and a mix of short term and longer term returns drawing fresh comparisons with its fundamentals. See our latest analysis for Cheesecake Factory. Recent trading has added to a steady run for Cheesecake Factory, with a 30 day share price return of 10.96% and a 3 year total shareholder return of 61.43% suggesting momentum has been building...
NYSE:LEU
NYSE:LEUOil and Gas

Centrus Energy Oak Ridge Expansion Tests Valuation And Growth Expectations

Centrus Energy (NYSE:LEU) plans to expand its Oak Ridge facility into a high rate manufacturing plant for advanced centrifuges. The project includes over $560 million in planned investment and is expected to create nearly 430 new jobs. The expansion is supported by recent U.S. Department of Energy funding and targets growing domestic and international demand for nuclear fuel. Centrus Energy, which focuses on nuclear fuel and related services, is leaning into its role in the U.S. nuclear...
NasdaqGS:FIBK
NasdaqGS:FIBKBanks

Did Stronger Earnings and a Bigger Buyback Just Shift First Interstate BancSystem's (FIBK) Investment Narrative?

First Interstate BancSystem, Inc. recently reported fourth-quarter and full-year 2025 results showing higher net income and earnings per share than a year earlier, while also declaring a US$0.47 per-share dividend payable on February 20, 2026 to shareholders of record on February 10, 2026. The company coupled these results with an expanded US$300 million share repurchase authorization, following the completion of US$117.60 million in prior buybacks, signaling a continued focus on returning...
NasdaqGS:GABC
NasdaqGS:GABCBanks

German American Bancorp (GABC) Is Up 6.5% After Earnings And Dividend Hike Has The Bull Case Changed?

German American Bancorp, Inc. recently reported fourth-quarter and full-year 2025 results, highlighting higher net interest income of US$78.68 million and net income of US$35.68 million for the quarter, alongside a 7% increase in its regular quarterly cash dividend to US$0.31 per share. For 2025 as a whole, the bank’s net interest income rose to US$294.13 million and net income to US$112.64 million, while per-share earnings growth and a higher dividend suggest management’s confidence in the...
NYSE:TNET
NYSE:TNETProfessional Services

Is TriNet Group’s (TNET) Client Hiring Momentum Quietly Redefining Its Long-Term Business Model?

TriNet Group recently saw increased investor attention ahead of its Feb. 12 earnings release, as the HR outsourcing company prepares to report on its latest quarterly performance. What stands out is that investor focus appears centered less on the upcoming numbers themselves and more on client hiring trends, retention, and any adjustments to TriNet’s 2026 outlook that could influence sentiment toward the business model. Next, we’ll examine how this focus on client hiring trends and the...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

The Bull Case For eBay (EBAY) Could Change Following Exclusive Evan Fischer Parts Deal With CarParts.com

In January 2026, CarParts.com announced that its proprietary Evan Fischer replacement parts brand would be offered exclusively on eBay as the only third-party marketplace, giving millions of U.S. buyers streamlined access to a broad catalog of automotive components. This exclusivity deepens an existing relationship between eBay and CarParts.com, strengthening eBay’s position in the high-traffic automotive parts category with a differentiated parts offering and integrated fitment tools. Next,...