U.S. Software Stock News

NYSE:MSI
NYSE:MSICommunications

Assessing Motorola Solutions (MSI) Valuation After Recent Share Price Momentum And Mixed Long Term Returns

Motorola Solutions: why the recent move matters Motorola Solutions (MSI) has been drawing attention after its recent share price performance, prompting investors to look more closely at how its communications and security business might align with their portfolios. See our latest analysis for Motorola Solutions. The recent 9.2% 1-month share price return and 9.9% 3-month share price return at around $421.13 sit alongside a 1-year total shareholder return decline of 8.8% and a 5-year total...
NYSE:CMG
NYSE:CMGHospitality

Is Chipotle Mexican Grill (CMG) Price Weakness Creating A Long Term Opportunity For Investors

If you are wondering whether Chipotle Mexican Grill’s share price still reflects its long term potential, you are not alone. This article focuses squarely on what you may be paying for today. The stock last closed at US$37.22, with returns of a 6.8% decline over 7 days, 7.7% decline over 30 days, 0.7% decline year to date and 35.0% decline over 1 year, compared with gains of 12.3% over 3 years and 27.5% over 5 years. Those mixed returns sit against a backdrop of ongoing interest in...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Upwork’s AI And Enterprise Pivot Tests Growth Hopes And Valuation Discount

Upwork (NasdaqGS:UPWK) is integrating its Lifted enterprise platform into the core business while stepping up investment in artificial intelligence tools and services. The company recently reported financial results that showed weaker active client metrics and issued cautious guidance for the next quarter. Management highlighted AI driven impacts on pricing and transaction volumes as key headwinds alongside the shift toward a more enterprise focused model. These moves have raised questions...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen And Steers ETF Shift Tests Valuation Premium And Dividend Support

Cohen & Steers plans to convert its Future of Energy Fund into an ETF. The shift aligns the firm with a broader move by traditional asset managers toward ETF structures. The conversion responds to changing investor preferences around access, fees, and trading flexibility. Cohen & Steers, listed as NYSE:CNS, is moving its Future of Energy Fund into an ETF format at a time when investors are paying close attention to listed asset managers and their product line ups. The shares most recently...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

Does VeriSign (VRSN) Leaning on Dividends and Buybacks Reframe Its Core Growth Narrative?

VeriSign, Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher sales and net income year over year, while also announcing a quarterly dividend increase to US$0.81 per share and updating investors on progress under its long-running share repurchase program. Beyond the headline growth in revenue and earnings, the combination of a higher dividend and continued buybacks highlights management’s emphasis on returning cash to shareholders alongside its core internet...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Assessing Paramount Skydance (PSKY) Valuation After Recent Share Price Weakness And Undervaluation Signals

Paramount Skydance (PSKY) has caught investor attention after its recent performance, with the share price last closing at US$11.01 and short term returns showing a mix of modest gains and declines across different time frames. See our latest analysis for Paramount Skydance. Those small recent share price gains, including a 1-day share price return of 1.57% and 7-day return of 2.42%, sit against a weaker backdrop, with a 30-day share price return showing a 9.38% decline and a 90-day share...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

Is Neurocrine Biosciences (NBIX) Pricing Reflecting Its Strong 1 Year Share Performance?

If you are wondering whether Neurocrine Biosciences is fairly priced or offering value right now, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at US$137.44, with returns of 3.6% over 30 days and 17.3% over 1 year. These figures can change how investors think about both its potential upside and its risk. Recent news coverage has focused on Neurocrine Biosciences as a key player in the US pharmaceuticals and biotech space, with...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Is It Time To Reassess Atlassian (TEAM) After A 73% Share Price Slide

If you are wondering whether Atlassian shares are starting to look interesting at today’s price, this article will walk through what the current market value actually reflects and what it might be missing. Atlassian’s share price closed at US$86.97, with returns of a 17.2% decline over 7 days, 40.6% decline over 30 days, 43.8% decline year to date and 72.7% decline over the past year. Even the 3 year and 5 year returns of 53.6% decline and 65.3% decline respectively show how much sentiment...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

DexCom’s AI Stelo Upgrade Faces Valuation Questions After Share Declines

DexCom is rolling out new AI-driven upgrades to its Stelo glucose monitoring platform, including expanded Smart Food Logging tied to a broad nutrition database. The Stelo app is also adding a redesigned Daily Insights interface that offers personalized, coaching style guidance around food and lifestyle choices. These features are launching nationwide as part of DexCom's push to deepen engagement with consumer users of its glucose monitoring tools. For investors watching DexCom...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing Order Surge And C-17 Deal Contrast With Workforce Concerns

Boeing (NYSE:BA) reported a record January for aircraft orders and deliveries, outpacing Airbus. The company secured a long term C-17 modernization contract with the U.S. Air Force, with work planned through 2075. Boeing booked large commercial deals with customers including Delta Air Lines and Aviation Capital Group. The company is relocating jobs to South Carolina, triggering rising union concerns about possible layoffs. Boeing, a core player in global commercial aviation and defense, is...
NasdaqGS:SNDX
NasdaqGS:SNDXBiotechs

Is It Time To Reassess Syndax Pharmaceuticals (SNDX) After A 46% One Year Share Price Gain?

If you are wondering whether Syndax Pharmaceuticals at US$21.71 is offering good value today, you are not alone. This article is here to unpack that question calmly and clearly. The stock has returned 6.3% over the last 7 days, 4.8% over 30 days, 1.9% year to date and 46.1% over the past year. However, the 3 year and 5 year returns of negative 16.5% and negative 5.0% show a more mixed longer term picture. These moves have arrived alongside ongoing interest in Syndax Pharmaceuticals' pipeline...
NYSE:MTD
NYSE:MTDLife Sciences

Assessing Mettler-Toledo (MTD) Valuation After Recent Share Price Weakness And Mixed Returns

Mettler-Toledo International (MTD) has drawn investor interest after recent trading left the shares around $1,392.65, with a value score of 1 and mixed total returns over the past year and past 3 months. See our latest analysis for Mettler-Toledo International. With the share price at US$1,392.65, Mettler-Toledo’s recent 30 day share price return of a 6.66% decline and relatively flat 90 day move contrast with a 6.10% gain in 1 year total shareholder return and a 19.39% total shareholder...
NYSE:AVTR
NYSE:AVTRLife Sciences

Avantor (AVTR) Q3 Loss Of US$711.8 Million Tests Bullish Earnings Narratives

How Avantor's FY 2025 Numbers Set the Stage for the Next Chapter Avantor (AVTR) just posted its FY 2025 third quarter results with revenue of US$1,623.8 million, a basic EPS loss of US$1.04 and net income loss of US$711.8 million, putting a sharp spotlight on profitability. The company has seen quarterly revenue move from US$1,714.4 million in Q3 2024 to US$1,686.6 million in Q4 2024, then to US$1,581.4 million and US$1,683.4 million in Q1 and Q2 2025, with EPS shifting from US$0.08 to...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

A Look At Navitas Semiconductor (NVTS) Valuation After New 10 kW AI Data Center Power Platform Launch

Navitas Semiconductor (NVTS) has introduced a 10 kW all‑GaN DC‑DC power platform targeting next‑generation AI data centers, offering up to 98.5% peak efficiency, 1 MHz switching frequency, and high power density in a compact full‑brick module. See our latest analysis for Navitas Semiconductor. At a share price of $8.76, Navitas has had a mixed few months, with a 7 day share price return of 6.83% alongside a 30 day share price decline of 16.01%. Its 1 year total shareholder return of 207.37%...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Is It Time To Reassess Pathward Financial (CASH) After Recent Share Price Strength?

If you are wondering whether Pathward Financial's current share price still offers value, it helps to first see how its market price lines up with what the business might be worth. The stock last closed at US$89.59, with returns of 21.8% over the past month, 24.7% year to date and 14.0% over the last year, which can change how investors think about both upside and risk. Recent news coverage has focused on Pathward Financial's position in the U.S. banking sector and how its business model...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Does Booking (BKNG) Using Route 66 Spotlight Hint at a Deeper Brand and Moat Strategy?

Earlier in February 2026, Booking.com was named the Official Travel Partner of the Route 66 Centennial, integrating its platform across a year-long series of road-trip events along the historic highway as it nears its 100th anniversary. This partnership puts Booking.com at the heart of a high-visibility U.S. road-trip campaign, highlighting its end-to-end trip planning tools, flexible bookings, and broad lodging and car rental coverage along the full Route 66 corridor. Next, we’ll examine...
NYSE:NU
NYSE:NUBanks

Is It Too Late To Consider Nu Holdings (NU) After A 232% Three Year Surge?

If you are wondering whether Nu Holdings is still good value after its strong run, you are not alone. The stock has quickly become a talking point for many growth focused investors. The share price recently closed at US$17.41, with total returns of 2.3% over the past week, 2.2% over the past month, 2.3% year to date and 27.6% over the last year, while the 3 year return sits at 232.3%. This naturally raises questions about what is already priced in. Recent news flow has centered on Nu...
NYSE:UNH
NYSE:UNHHealthcare

UnitedHealth Faces Medicare Scrutiny As Margin Focus Meets Revenue Headwinds

UnitedHealth Group (NYSE:UNH) is under heightened regulatory scrutiny over Medicare Advantage payment practices following a Senate Finance Committee report. The company is shifting its focus to margin instead of growth as it responds to a tougher reimbursement backdrop and closer oversight. Management is guiding for the first annual revenue decline in decades, citing adverse Medicare policy proposals. UnitedHealth Group sits at the center of US managed care, with Medicare Advantage a key...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Fannie Mae (OTCPK:FNMA) Q3 Net Income Rebound Challenges Persistent Loss Narrative

Federal National Mortgage Association (FNMA) has just posted its FY 2025 third quarter numbers, with revenue of US$7.0b and EPS of US$0.66 setting the tone for the latest update. Over recent quarters, revenue has moved from US$8.0b in FY 2024 Q2 to US$7.4b in Q3 and US$7.8b in Q4, then to US$7.2b in FY 2025 Q1, US$6.5b in Q2 and US$7.0b in Q3. EPS has ranged from US$1.50 in FY 2024 Q2 and US$0.69 in Q3 to close to zero in late 2024 and early 2025, before landing at US$1.19 in FY 2025 Q2 and...
NYSE:UVV
NYSE:UVVTobacco

Is Universal (UVV) Offering An Opportunity After The Recent 10% Share Price Pullback?

If you are wondering whether Universal's share price reflects what the business is worth, or if the market is overlooking something important, this article is for you. The stock last closed at US$52.87, with returns of a 10% decline over 7 days, a 2.6% decline over 30 days, 0.6% year to date, 4.8% over 1 year, 19.1% over 3 years and 36.7% over 5 years. Recent share price moves have brought Universal back onto investors' radar, especially for those reassessing risk and reward at current...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Tower Semiconductor (TSEM) Margin Compression Challenges Bullish High P/E Narrative

Latest Earnings Snapshot Tower Semiconductor (NasdaqGS:TSEM) has posted its FY 2025 third quarter numbers with revenue of US$395.7 million and basic EPS of US$0.48, giving investors a clear read on how the year is shaping up. The company has seen revenue move from US$351.2 million in Q2 2024 to US$395.7 million in Q3 2025, while quarterly basic EPS has ranged from US$0.48 to US$0.49 over that period, alongside trailing 12 month revenue of about US$1.5 billion and basic EPS of roughly US$1.75...
NYSE:DHI
NYSE:DHIConsumer Durables

What D.R. Horton (DHI)'s New Community Launch and DOJ Antitrust Scrutiny Mean For Shareholders

D.R. Horton recently opened its Stanton community in Richburg, South Carolina, offering ranch and two-story smart homes with amenities such as pickleball courts, a pool, and playgrounds, and convenient access to the Charlotte area. At the same time, reports of a possible U.S. Department of Justice antitrust probe into information-sharing among major builders, including D.R. Horton, have added legal and regulatory uncertainty around industry practices and housing costs. We’ll now examine how...
NYSE:XPRO
NYSE:XPROEnergy Services

Could Expro’s New Solus Valve System Subtly Reshape Its Subsea Edge And Moat Narrative (XPRO)?

In early February 2026, Expro unveiled Solus™, a high-debris single shear and seal ball valve system that replaces traditional two-valve subsea well access configurations, offering enhanced safety, flexibility, and reduced complexity for offshore oil and gas operations. By combining shear-and-seal capability in a single NACE-compliant valve already deployed in the Gulf of Mexico and the North Sea, Solus™ underscores Expro’s push toward more efficient subsea intervention and well abandonment...
NYSE:SM
NYSE:SMOil and Gas

Is SM Energy (SM) Pricing Reflect Its Cash Flow Outlook And Civitas Merger?

If you are wondering whether SM Energy is attractively priced or just a value trap, this article will walk through what the current share price really reflects. The stock last closed at US$21.90, with returns of 9.3% over the past week, 22.6% over the past month, 14.5% year to date, and a 41.6% decline over the past year. Taken together, these figures give mixed signals about how the market currently views its prospects and risk. Recent coverage of SM Energy has focused on its position in...