U.S. Software Stock News

BJ’s Wholesale Club has recently opened three new warehouse clubs in Springfield, Massachusetts, Sumter, South Carolina, and Casselberry, Florida, each with on-site gas stations and a full suite of in‑club and digital shopping options. This expansion includes BJ’s first new Massachusetts location in thirteen years, underscoring the company’s renewed push to grow its membership footprint and recurring revenue base. Next, we’ll examine how this latest wave of club openings, especially the...

Marvell Technology (MRVL) has suddenly become a battleground stock after reports suggested it might lose key custom chip programs with Amazon Web Services and Microsoft, only for CEO Matt Murphy to firmly push back. See our latest analysis for Marvell Technology. The stock is still working through that drama in the charts, with a recent pullback giving way to choppy trading around $89.43 as investors weigh stellar Q3 results, Celestial AI deal plans and ongoing AI infrastructure wins against...

Earlier this month, Omnicom Group Inc. completed a US$2.76 billion exchange of assumed Interpublic senior notes into new Omnicom unsecured senior notes, while also appointing Kartik Sharma as CEO of Omnicom Media India, supported by Amardeep Singh as COO and Shashi Sinha as strategic advisor. By consolidating Interpublic’s debt under a single Omnicom indenture and tightening governance terms, the group is reshaping its capital structure just as it refreshes leadership in a key growth market...

Boston Beer Company (SAM) is leaning into the holidays with a limited edition Twisted Tea Twistmas Stocking, a nine pack dispenser designed to support seasonal sales and refresh sentiment around the stock. See our latest analysis for Boston Beer Company. The holiday themed Twisted Tea launch lands at a tricky time for investors, with the share price down sharply on a year to date basis and the 1 year total shareholder return also deeply negative. This suggests sentiment is still rebuilding...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

StoneCo (NasdaqGS:STNE) just reached a proposed settlement in its long running U.S. securities class action, a legal overhang that has loomed even as the Brazilian fintech story gained real traction. See our latest analysis for StoneCo. The proposed settlement lands after a powerful run, with the year to date share price return near 88% but more recent 30 day and 90 day share price returns turning negative, suggesting momentum is pausing as the market reassesses risk and growth. If this legal...

Why legal headlines around Grasberg are suddenly front and center Freeport-McMoRan (FCX) is back in the spotlight as a series of class action lawsuits zeroes in on alleged safety misrepresentations at its Grasberg Block Cave mine and the stock reaction that followed. See our latest analysis for Freeport-McMoRan. Despite the legal overhang, investors have been leaning back into the stock. A 17.1% 1 month share price return has helped push year to date share price gains higher, while multi year...

If you are wondering whether Spotify Technology is still worth considering after its big run, or if the easy money has already been made, you are in the right place to unpack what the current share price really implies. The stock just closed around $598.87 and has surged 30.8% year to date and 727.6% over three years, even though it has dipped 6.4% over the last month and bounced 6.8% in the past week. Those swings are happening as investors digest Spotify's push into profitability, its...

Bain Capital’s latest move to offload another sizeable block of Coherent (COHR) shares through a Goldman Sachs led secondary offering has investors double checking their thesis on the stock and the message behind this selling. See our latest analysis for Coherent. Despite Bain’s ongoing selldown, traders have largely leaned into Coherent’s AI and datacenter story. The stock is now at a share price of $198.5 after a powerful 90 day share price return of 92.74 percent and a standout 3 year...

Arlo Technologies (ARLO) has quietly turned into an interesting story for long term investors, with the stock up about 32% this year despite a weaker past 3 months and some recent consolidation. See our latest analysis for Arlo Technologies. The recent pullback, including a 30 day share price return of minus 6.36 percent and a 90 day share price return of minus 17.21 percent from around 14.43 dollars, looks more like cooling momentum than a broken long term story, given the 3 year total...

Adobe (ADBE) just closed out FY 2025 with Q4 revenue of $6.2 billion and basic EPS of $4.45, capping a year in which trailing twelve month revenue reached $23.8 billion and EPS came in at $16.74 alongside 28.3% earnings growth and a 30% net margin. Over the past few quarters, the company has seen revenue move from $5.6 billion in Q4 2024 to $6.2 billion in Q4 2025, while quarterly EPS stepped up from $3.82 to $4.45, setting the stage for investors to weigh solid profitability against more...

If you are wondering whether Pfizer is quietly setting up to be a value play rather than just a defensive healthcare name, you are not alone, and the recent numbers give us plenty to unpack. Despite a tough few years, with the stock still down about 42.8% over three years and 13.4% over five, it has started to stabilize. It has posted a modest 0.4% gain over the last week, 1.1% over the last month, and a 9.1% rise over the past year, even though it remains down 3.0% year to date. Recent news...

Bath & Body Works (BBWI) just put investors through a rough quarter, missing earnings, trimming its full year outlook, and sending the stock into a sharp slide that has value hunters paying closer attention. See our latest analysis for Bath & Body Works. Those shaky results land on top of a tough stretch, with the share price at $19.94 and a year to date share price return of about negative 47 percent. The one year total shareholder return of roughly negative 45 percent shows how prolonged...

Many investors are wondering if FactSet Research Systems is a bargain or a value trap at around $291 a share. With the recent slide in the share price, they are trying to figure out whether expectations have finally reset to a sensible level. Over the last week the stock is up 4.5%, adding to a 7.4% gain over the past month. However, this comes against a backdrop of a steep drawdown, with shares down 38.8% year to date and 39.6% over the last year. Investors have been digesting a mixed macro...

If you have been wondering whether Badger Meter is still worth the price tag at around $182 per share, you are not alone. This article is designed to unpack that question clearly. The stock is down about 20.3% over the past year and 13.8% year to date, even though it is still up 65.2% over three years and 112.2% over five years. This combination often signals shifting expectations rather than a broken business. Recent attention on smart water infrastructure, sustainability initiatives, and...

Wondering if Lowe's Companies at around $248 a share is a bargain or just fairly priced? Here is a closer look at what the numbers say about where value might be hiding. The stock has inched up about 0.8% over the last week and 5.4% over the past month, but is roughly flat year to date and still about 4.0% lower than a year ago, even after gaining 26.6% over three years and 66.3% over five. Those moves come as investors continue to weigh the long term demand for home improvement against...

Alaska Air Group has launched ticket sales for a new year-round, nonstop Seattle–London Heathrow route on Boeing 787-9 aircraft starting May 21, 2026, while also cutting its fourth-quarter 2025 earnings guidance due to IT outages, government shutdown-related disruptions, and higher fuel costs. These developments highlight how Alaska Air is simultaneously pursuing long-haul international growth from its Seattle hub and confronting operational and legal challenges, including an investor...

Donaldson Company (DCI) just delivered another upside surprise, pairing record quarterly sales and earnings with a guidance bump that signals management sees this momentum carrying into 2026, not just flashing temporarily. See our latest analysis for Donaldson Company. The latest beat and guidance hike build on a strong run, with a roughly 38% year to date share price return and five year total shareholder return of about 77% pointing to steadily building momentum as investors re-rate its...

BeOne Medicines (NasdaqGS:ONC) just put fresh sonrotoclax data in front of hematology specialists at ASH. The story is squarely about durability, high risk disease coverage, and a realistic path toward FDA accelerated approval. See our latest analysis for BeOne Medicines. Despite a choppy last month, with a 30 day share price return of minus 6.6 percent, BeOne Medicines still sports a powerful year to date share price gain of roughly 74 percent and a one year total shareholder return near 78...

Wondering if Progress Software is quietly becoming a value opportunity, or a trap that just looks cheap on the surface? This breakdown is designed to give you a clear, no nonsense view of what you are really buying at today’s price. The stock has bounced about 4.1% over the last week and 4.7% over the last month, but it is still down roughly 30.3% year to date and 35.2% over the past year. That tells us sentiment has been weak even as short term buyers start to nibble again. Those moves sit...

The latest move in Advance Auto Parts (AAP) came right after the Federal Reserve cut rates again and signaled ongoing support for the economy, which sparked a broad retail rally that pulled the stock higher. See our latest analysis for Advance Auto Parts. That macro driven bounce comes after a choppy stretch, with a 90 day share price return of minus 20.95% but a 12.14% one year total shareholder return, which hints that early turnaround believers are being rewarded while short term momentum...

Gap (GPS) is back in the spotlight after long time insider William Sydney Fisher unloaded 400,000 shares, a move that briefly knocked the stock while investors weighed it against the company’s improving fundamentals. See our latest analysis for Gap. Despite the brief shock from the insider sale, Gap’s 1 month share price return of 11.32 percent and 3 year total shareholder return of 129.54 percent suggest momentum is still building as supply chain upgrades, fresh collaborations and a stronger...

Earlier this month, Sunrun Inc. filed a US$693.55 million shelf registration to issue 38,854,154 common shares linked to employee stock plans. This sizable registration revived concerns about future dilution at a time when Sunrun is already contending with flat sales and cash burn. Next, we’ll examine how this large employee-related share registration could reshape Sunrun’s investment narrative around growth, funding, and dilution. The end of cancer? These 29 emerging AI stocks are...

Gevo (GEVO) is back on traders’ radar after CFO Oluwagbemileke Yusuf Agiri sold a sizable block of shares, just as the company reported Q3 revenue growth and a new $26 million carbon management partnership. See our latest analysis for Gevo. The insider sale lands against a backdrop of improving sentiment, with Gevo’s share price up 14.35 percent over the past month and 43.11 percent over the past quarter. Its one-year total shareholder return of 58.28 percent indicates that momentum is...