U.S. Software Stock News

NasdaqGS:OSIS
NasdaqGS:OSISElectronic

Is It Too Late To Consider OSI Systems (OSIS) After Recent Share Price Pullback?

If you are wondering whether OSI Systems at around US$250 per share is offering fair value or not, you are in the right place to unpack what the current price might be implying. The stock has seen a 9% decline over the last 7 days and a 2.1% decline over the last 30 days and year to date, while its 1 year return sits at 27.3% and its 3 year and 5 year returns are 158.7% and 167.8% respectively. These moves have come alongside ongoing attention on OSI Systems as a technology name. Investors...
NYSE:MOG.A
NYSE:MOG.AAerospace & Defense

Is It Too Late To Consider Moog (MOG.A) After A 69% One-Year Surge?

If you are wondering whether Moog's current share price still makes sense for new money, or if most of the easy gains are already on the table, you are in the right place. Moog's share price recently closed at US$305.35, with returns of 4.7% over the last week, 22.2% over the last month, 22.2% year to date, 69.1% over the last year, and a very large gain over five years of around 3x. Recent attention around Moog has centred on its position in capital goods and investor interest in companies...
NYSE:HD
NYSE:HDSpecialty Retail

Home Depot Resets Costs And Court Pros With AI And Store Upgrades

Home Depot (NYSE:HD) is restructuring its corporate operations, including laying off 800 employees and requiring corporate staff to return to the office full-time. The company is simplifying how it runs the business while the housing market faces ongoing pressure. At the same time, Home Depot has rolled out an AI powered Material List Builder for professional customers and expanded in store convenience offerings, including food partnerships and a broader range of organic products. For you...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Barclays’ Supportive View on Ionis’s RNA Pipeline and Partnerships Might Change The Case For Investing In Ionis Pharmaceuticals (IONS)

In late January 2026, Barclays analyst Eliana Merle initiated coverage on Ionis Pharmaceuticals with a positive rating, spotlighting its RNA-targeted therapy pipeline and extensive collaborations with large biopharma partners. This coverage underscored how Ionis’s late-stage candidates like Olezarsen and Donidalorsen, alongside alliances with firms such as Biogen and AstraZeneca, are shaping investor interest in the company’s future prospects. Next, we’ll examine how this supportive analyst...
NasdaqGS:JOYY
NasdaqGS:JOYYInteractive Media and Services

Is It Time To Reassess JOYY (JOYY) After Strong Multi Year Share Price Gains

If you are wondering whether JOYY's current share price reflects its underlying worth, this article walks through what the numbers are saying about the stock's value today. JOYY's share price closed at US$64.35, with a 7.3% decline over the last 7 days, a 0.6% decline over 30 days, a 0.6% decline year to date, a 59.6% return over 1 year, and a 102.4% return over 3 years, while the 5 year return stands at a 31.2% decline. Recent coverage around JOYY has focused on its position in the online...
NasdaqGS:HOLX
NasdaqGS:HOLXMedical Equipment

Assessing Hologic (HOLX) Valuation After Steady Returns And Modest Undervaluation Estimate

Hologic (HOLX) is drawing investor attention after recent trading, with shares last closing at US$74.93 and modest moves over the past month and past 3 months prompting a closer look at fundamentals. See our latest analysis for Hologic. Looking beyond the past few weeks, Hologic’s share price has been relatively steady, with modest positive share price returns over the past quarter and year to date. However, the 1 year total shareholder return of 3.87% contrasts with negative 3 and 5 year...
NYSE:EW
NYSE:EWMedical Equipment

Has Edwards Lifesciences (EW) Price Slide Created A Fair Value Opportunity?

If you are wondering whether Edwards Lifesciences is offering good value at its current share price, this article will walk you through what the numbers are really saying. The stock most recently closed at US$81.36, with a 7 day return of a 2.7% decline, a 30 day return of a 4.7% decline, and a 12.3% gain over the last year, which may have some investors reassessing both risk and upside. Recent news flow around Edwards Lifesciences has focused on its position in medical devices and investor...
NasdaqGS:ALMS
NasdaqGS:ALMSPharmaceuticals

Assessing Alumis (ALMS) Valuation After Successful Phase III Results For Envudeucitinib

Alumis (ALMS) is back in focus after reporting successful Phase III results for its TYK2 inhibitor, envudeucitinib, in moderate to severe plaque psoriasis. This clinical milestone has prompted fresh attention from Wall Street research desks. See our latest analysis for Alumis. Despite a one-day share price return of negative 8.68% leaving Alumis at US$24.51, the 30-day and year-to-date share price returns of 173.70% and a 1-year total shareholder return of 227.67% suggest momentum has been...
NYSE:AON
NYSE:AONInsurance

Aon Expands Climate Platform With €260m Emerging Markets Transition Fund

Aon (NYSE:AON) has launched a €260m emerging markets climate transition fund in partnership with Irish Life. The new fund brings Aon Ireland’s climate related investment strategies to over €1b. The move highlights growing client demand for climate focused and ESG aligned investment solutions. Aon, trading at $349.64, sits in a space where investors often watch both its advisory role and its own capital allocation choices. Over 5 years, the stock is up 62.6%, with a 14.0% return over 3...
NYSEAM:CMCL
NYSEAM:CMCLMetals and Mining

Caledonia Mining (CMCL) Is Down 12.6% After $150M Convertible Bond For Bilboes Project Financing - Has The Bull Case Changed?

Caledonia Mining Corporation Plc recently raised US$150,000,000 through a seven-year convertible bond to fund construction of its Bilboes gold project in Zimbabwe, marking a major overseas capital-raising milestone for the country. The offering drew very large demand from U.S. institutional investors, suggesting growing confidence in both Caledonia’s long-term plans and the wider Zimbabwean gold sector. With this sizeable US$150,000,000 financing in place, we’ll now examine how it reshapes...
NYSE:ARR
NYSE:ARRMortgage REITs

Assessing ARMOUR Residential REIT (ARR) Valuation After Mixed Returns And Slight Premium To Fair Value

ARMOUR Residential REIT overview and recent share performance ARMOUR Residential REIT (ARR) has drawn fresh attention following recent price moves, with the stock down about 5% over the past week and past month, but up roughly 6% over the past 3 months. Over a longer horizon, total return data is mixed, with a gain of about 10% over the past year set against negative total returns over the past 3 and 5 years. This gives investors several time frames to compare. See our latest analysis for...
NasdaqGS:GLDD
NasdaqGS:GLDDConstruction

What Great Lakes Dredge & Dock (GLDD)'s High‑Margin Dredging Backlog Means For Shareholders

Great Lakes Dredge & Dock recently reported a strong quarter, highlighting solid project execution, high equipment utilization and a substantial dredging backlog extending well into 2026. An interesting aspect is that over 84% of this backlog comes from capital and coastal protection projects, which typically carry higher-margin profiles. Next, we’ll explore how this backlog skew toward higher-margin capital and coastal protection work shapes Great Lakes Dredge & Dock’s investment...
NYSE:GBTG
NYSE:GBTGHospitality

Is Global Business Travel Group (GBTG) Using Cheaper Debt To Quietly Redraw Its Growth Playbook?

In January 2026, American Express Global Business Travel, operated by Global Business Travel Group, Inc., refinanced and upsized its senior secured first lien term loan facility to US$1.49 billion, lowering its interest margin by 0.50% to SOFR plus 2.00% and extending maturity to July 26, 2031. The transaction not only cuts financing costs but also adds US$100 million of term debt capacity, increasing liquidity to fund AI initiatives, organic expansion and potential acquisitions under a...
NYSE:UCB
NYSE:UCBBanks

How Investors May Respond To United Community Banks (UCB) Cluster Of New Analyst Buy Ratings

In recent days, three analysts issued Buy ratings on United Community Banks, contributing to a consensus view of Moderate Buy and signaling heightened optimism around the bank’s outlook. This clustering of positive opinions is material because it can influence how a broad base of investors perceives United Community Banks’ earnings and growth potential relative to peers. We’ll now examine how this wave of Buy ratings shapes United Community Banks’ investment narrative and what it might...
NasdaqGM:OLLI
NasdaqGM:OLLIMultiline Retail

Rapid Store Expansion And Steady Sales At Ollie’s Might Change The Case For Investing In OLLI

Ollie's Bargain Outlet has recently continued its rapid expansion, reaching 645 stores with average annual store growth of 11.5% over the past two years and same-store sales increasing 3.2% per year, reflecting resilient demand for its discount retail model. This combination of fast store openings and consistent same-store sales growth is drawing attention to Ollie’s ability to scale despite being smaller than many competitors. Next, we’ll examine how this rapid store expansion informs...
NYSE:GATX
NYSE:GATXTrade Distributors

Does Strong Rail Utilization and Disciplined Spending Refine the Long-Term Case for GATX (GATX)?

GATX recently reported past quarterly results showing higher profit in its Rail North America segment, underpinned by strong fleet utilization and firmer lease rates for tank and freight cars serving energy and chemical customers. Management also updated its full-year outlook and emphasized a disciplined, long-term approach to capital spending, prioritizing contracted returns over rapid fleet expansion in the railcar leasing market. Next, we’ll explore how this focus on disciplined capital...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Akamai Gains Gartner Customer Kudos And Deepens Role In Regulated Security

Akamai Technologies (NasdaqGS:AKAM) has been recognized as a Customers' Choice in the 2026 Gartner Peer Insights report for Network Security Microsegmentation. The company is working with Deutsche Telekom Security to offer proactive cybersecurity services, with a focus on highly regulated sectors such as financial services. Akamai Technologies, best known for its content delivery and security offerings, sits at the intersection of cloud, networking, and cybersecurity. The Gartner Peer...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

Is LPL Financial Holdings (LPLA) Fairly Priced After Recent Steady Share Performance

If you have been wondering whether LPL Financial Holdings at around US$364.50 offers fair value or not, you are not alone in asking what the current price really reflects. The stock has had fairly steady recent returns, with 0.7% over the last week, 0.8% over the past month and year to date, while the 1 year return sits at a 0.3% decline and the 3 year and 5 year returns are 57.3% and 197.4% respectively. Recent attention on LPL Financial Holdings has been shaped by ongoing interest in...
NYSE:U
NYSE:USoftware

Is Unity Software (U) Share Price Drop Creating A Potential Opportunity Now

If you have been wondering whether Unity Software's current share price reflects its real worth, this article walks through the key valuation checks investors often look at. Unity's share price closed at US$29.10, with a 31.3% decline over the last 7 days, a 34.2% decline over the last 30 days, a 34.2% decline year to date, a 31.1% return over the last year, a 22.2% decline over 3 years and a 77.4% decline over 5 years. These moves naturally raise questions about risk and potential...
NYSE:COLD
NYSE:COLDIndustrial REITs

A Look At Americold Realty Trust's Valuation As CFO Transition And 2025 Guidance Reaffirmation Take Shape

Why Americold’s CFO transition matters for shareholders Americold Realty Trust (COLD) has kicked off a leadership transition, naming veteran real estate finance executive Christopher Papa as incoming chief financial officer after the departure of Jay Wells, and reaffirming its 2025 AFFO guidance. See our latest analysis for Americold Realty Trust. The CFO transition comes at a time when Americold’s 1-year total shareholder return decline of 39.7% sits alongside a year-to-date share price...
NYSE:SUN
NYSE:SUNOil and Gas

Is Sunoco (SUN) Share Price In Line With Its Strong Multi Year Performance?

If you are wondering whether Sunoco's current share price fairly reflects its value, this article will walk through what the numbers are actually saying. Sunoco's share price closed at US$57.58, with returns of 1.0% over the last 7 days, 9.2% over the past month and year to date, and 46.4% and 150.8% over the last 3 and 5 years respectively. Recent attention on Sunoco has largely centered on its role in the energy sector and how investors are treating fuel distribution businesses in their...
NYSE:GPC
NYSE:GPCRetail Distributors

Genuine Parts Growth Constraints Test Store Traffic And Long Term Promise

Genuine Parts (NYSE:GPC) is contending with growth limits as its large scale makes expansion harder compared with smaller rivals. The company is seeing below average revenue growth alongside persistent pressure on same store sales. Management is working to attract new customers to its locations, but recent trends point to ongoing competitive and structural challenges. For investors tracking NYSE:GPC, these operational headwinds arrive after a mixed share performance record. The stock is...
NYSE:SHAK
NYSE:SHAKHospitality

A Look At Shake Shack (SHAK) Valuation After Jim Taylor’s Appointment As Chief Commercial Officer

Why Jim Taylor’s appointment matters for Shake Shack (SHAK) investors Shake Shack (SHAK) has created a new Chief Commercial Officer role, bringing in Jim Taylor to oversee marketing, culinary decisions and the company’s overall revenue approach after a long career in restaurants and consumer brands. See our latest analysis for Shake Shack. Shake Shack’s share price has moved to $88.57, with a 30 day share price return of 6.11% and a year to date share price return of 6.11%. The 1 year total...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Has Iridium Communications (IRDM) Fallen Too Far After Its Three Year Share Price Slump

If you are wondering whether Iridium Communications is attractively priced or just a value trap, you are not alone. This article focuses squarely on what the current share price might be offering you. The stock closed at US$19.92, with a 12.2% gain over the last month but a 28.9% decline over the past year and a 64.7% decline over three years, which raises questions about how the market is currently judging its risk and potential. Recent coverage of Iridium Communications has focused on its...