U.S. Software Stock News

NasdaqGS:BEAM
NasdaqGS:BEAMBiotechs

Assessing Beam Therapeutics (BEAM) Valuation After Positive AATD Regulatory Update

Beam Therapeutics (BEAM) is back in focus after a favorable regulatory update for its Alpha-1 Antitrypsin Deficiency program, a key development that analysts view as important for the company’s near term pipeline plans. See our latest analysis for Beam Therapeutics. Despite the positive attention from the Alpha-1 Antitrypsin Deficiency update, Beam Therapeutics’ 1-day share price return of 5.7% and 7-day return of 12.48% are both negative, while its 90-day share price return of 10.44%...
NYSE:CNR
NYSE:CNROil and Gas

Is It Too Late To Consider Core Natural Resources (CNR) After Strong Five Year Returns?

If you are wondering whether Core Natural Resources at around US$95.38 still offers value or if most of the opportunity is already reflected in the price, you are not alone. The stock has seen a 3.9% decline over the last 7 days, a 7.8% return over 30 days, 6.1% year to date, 6.2% over 1 year and a very large 5 year return, which can signal shifting views on its growth potential and risk. Recent coverage has focused on Core Natural Resources because it is a widely followed energy name with a...
NasdaqGM:ZLAB
NasdaqGM:ZLABBiotechs

Is UBS’s Global-Innovation Framing Rewriting Zai Lab’s (ZLAB) Long-Term Biopharma Platform Narrative?

In late January 2026, UBS began coverage of Zai Lab Limited, highlighting the company’s evolution from a China-focused commercial player into a broader global innovation platform in oncology and immunology. UBS framed Zai Lab as a distinct biopharma platform whose combination of China-based operations and fully owned global pipeline assets could reshape its development path over the coming years. Next, we’ll examine how UBS’s focus on Zai Lab’s global innovation ambitions influences the...
NYSE:JEF
NYSE:JEFCapital Markets

Assessing Jefferies Financial Group (JEF) Valuation After Recent Mixed Share Price Performance

Jefferies Financial Group: Why The Stock Is On Investors’ Radar Jefferies Financial Group (JEF) has drawn fresh attention after a mixed run in recent months, with the share price showing a small decline over the past month but a double digit gain over the past 3 months. For investors tracking diversified financials, that split performance sits beside Jefferies’ latest reported annual revenue of US$7,343.8m and net income of US$635.2m. Together, these figures offer a clearer sense of the scale...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

A Look At Casella Waste Systems (CWST) Valuation After Recent Share Price Moves

Why Casella Waste Systems Is On Investors’ Radar Today Casella Waste Systems (CWST) has drawn fresh attention after recent share price moves, with the stock closing at US$100.88. That price, combined with its recent returns, is prompting a closer look at the waste services provider. See our latest analysis for Casella Waste Systems. While the share price has slipped in the last week, with a 7 day share price return of 4.66% and a 1 day decline of 2.34%, the 90 day share price return of 13.9%...
NYSE:AXS
NYSE:AXSInsurance

Record Premiums, Earnings Beat and Buybacks Might Change The Case For Investing In AXIS Capital (AXS)

AXIS Capital Holdings Limited recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$1,734.43 million for the quarter and US$6.56 billion for the year, while quarterly diluted EPS from continuing operations increased to US$3.67 and full-year diluted EPS held steady at US$12.35. The company paired record gross written premiums of US$9.60 billion and an 18% year-on-year increase in diluted book value per share with the completion of a US$291.53 million share...
NYSE:NVST
NYSE:NVSTMedical Equipment

Envista Holdings Growth Push Pressures Returns And Market Share Prospects

Envista Holdings, NYSE:NVST, is seeing weaker returns on capital from its recent growth push. The company is finding it harder to defend market share in core dental equipment and technology lines. These shifts are raising questions about the durability of its traditional profit engines. Envista Holdings, NYSE:NVST, sits at a current share price of $23.47 after a mixed run, with the stock up 14.4% over the past year but down 43.0% over three years and 37.7% over five years. That kind of...
NYSE:TAL
NYSE:TALConsumer Services

Assessing TAL Education Group (TAL) After Shares Rally And Regulatory Reset

If you are wondering whether TAL Education Group's current share price reflects its true worth, you are not alone. This article is built to help you put a number around that question. The stock last closed at US$12.70, with returns of 13.5% over 7 days, 16.4% over 30 days, 10.5% year to date, 3.8% over 1 year, 87.3% over 3 years and an 84.2% decline over 5 years. Recent news around TAL has focused on the company finding its footing within China's evolving after school tutoring rules and...
NYSE:SNDR
NYSE:SNDRTransportation

Schneider National (SNDR) Margin Compression To 1.8% Tests Bullish Earnings Growth Narrative

Schneider National (SNDR) has wrapped up FY 2025 with fourth quarter revenue of US$1.4 billion and basic EPS of US$0.13, alongside net income of US$22.1 million. This sets the tone for a year where trailing twelve month revenue reached US$5.7 billion and EPS came in at US$0.59. Over recent quarters the company has reported revenue in a range between US$1.3 billion and US$1.5 billion, with quarterly EPS moving between roughly US$0.11 and US$0.21. For investors, the key question now is how...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

Is IDEAYA Biosciences (IDYA) Pricing Reflect Its DCF Upside After Recent Share Pullback

If you are wondering whether IDEAYA Biosciences is trading at a fair price or not, you are in the right place because this article focuses squarely on what you are paying versus what you are getting. Despite some recent volatility, with the share price at US$32.19 and returns of 7.5% decline over 7 days, 6.9% decline over 30 days and 4.9% decline year to date, the stock still shows a 32.2% return over 1 year, 83.3% over 3 years and 67.2% over 5 years. Recent company specific developments and...
NYSE:GME
NYSE:GMESpecialty Retail

GameStop Targets Larger Consumer Deal As Cohen Pursues Conglomerate Future

GameStop (NYSE:GME) has announced plans to acquire a much larger publicly traded consumer company as part of a pivot toward a diversified conglomerate model. CEO Ryan Cohen is leading the effort, backed by a new performance-based pay plan and support from high-profile investors, including Michael Burry. The company cites its liquidity position as a key resource for pursuing this transformational deal, which would significantly expand GameStop's scale and industry reach. For investors, this...
NYSE:USB
NYSE:USBBanks

How Earnings Growth, Buybacks and New Debt Issuance Will Impact U.S. Bancorp (USB) Investors

U.S. Bancorp recently reported higher fourth-quarter and full-year 2025 earnings, continued share repurchases under its existing buyback program, and issued a series of new senior notes spanning 2032 to 2046 with both fixed and variable coupons. The bank is also undergoing a planned leadership transition, with CEO and President Gunjan Kedia set to become chair in April 2026 and longtime executive Souheil Badran retiring after helping embed automation and artificial intelligence across...
NYSE:CL
NYSE:CLHousehold Products

Colgate-Palmolive’s 2030 Plan Weighs Latin America Rebound And Pet Nutrition

Colgate-Palmolive (NYSE:CL) has set out a 2030 company plan focused on brands, product development, digital tools and supply chain efficiency. The plan comes alongside a turnaround in Latin America following earlier product issues in the region. The company is putting extra weight behind Hill’s pet nutrition and recent acquisitions, while its skin health unit faces weaker conditions, particularly in China. For investors watching consumer staples, Colgate-Palmolive sits in the spotlight with...
NYSE:LVS
NYSE:LVSHospitality

Is Las Vegas Sands (LVS) Pricing Looked At Again After Recent Share Price Slide?

If you are wondering whether Las Vegas Sands is attractively priced or not, starting with a clear view of its current valuation can help you decide how it might fit into your portfolio. The stock closed at US$52.73, with a 12% decline over the past 7 days and a 19% decline over the past 30 days, while the 1 year return sits at 17.5% and the 3 year and 5 year returns are 4.9% and 0.6% declines respectively. Recent coverage has focused on Las Vegas Sands as a large US listed casino and resort...
NYSE:TRV
NYSE:TRVInsurance

How Investors May Respond To Travelers (TRV) Earnings Beat, Higher Dividend And Larger Buyback Authorization

The Travelers Companies, Inc. reported full-year 2025 revenue of US$48.83 billion and net income of US$6.29 billion, while affirming a US$1.10 quarterly dividend and expanding its share repurchase authorization by US$5.00 billion. Together with its earnings release, Travelers’ decision to increase its long-running buyback program underscores management’s focus on sustained capital returns to shareholders. Next, we’ll examine how Travelers’ combination of earnings growth and an expanded...
NYSE:TGNA
NYSE:TGNAMedia

Will TEGNA's (TGNA) Mobile App Push and Award-Winning Journalism Deepen Its Local-Media Moat?

TEGNA Inc. recently rolled out new personalized local news and weather apps across 50 markets and saw audience engagement climb, while its Atlanta NBC affiliate WXIA (11Alive) won the 2026 Alfred I. duPont-Columbia University Award for the “Help That Harms” investigation that drove statewide policy reforms in Georgia. Together, the surge in mobile usage and high-profile recognition for impactful journalism underscore TEGNA’s strengthening connection with local audiences and public...
NYSE:SPHR
NYSE:SPHREntertainment

Sphere Entertainment Tests Smaller Sphere Model With Maryland National Harbor Plan

Sphere Entertainment (NYSE:SPHR) announced plans for a new venue at National Harbor in Maryland, its second U.S. location. The project will use a smaller scale design compared with the company’s existing U.S. venue. The development is expected to bring Sphere’s immersive entertainment concept to the Washington, D.C. metropolitan area. Company communications highlight anticipated economic, cultural, and community impacts, including job creation and public private investment. Sphere...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Exit From Offshore Wind Recasts Focus On Regulated Earnings

Eversource Energy (NYSE:ES) is exiting its offshore wind partnership with Orsted. The company plans to refocus on its core regulated utility operations following this exit. This change affects how Eversource allocates capital between renewables projects and regulated businesses. Eversource Energy runs regulated electric, gas, and water utilities, which typically follow defined rate frameworks set by regulators. Stepping away from the offshore wind joint venture signals a preference for...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Is Fox (FOXA) Still Attractive After A 43.5% One Year Share Price Jump

If you are wondering whether Fox shares still offer value after recent gains, this article will walk through what the current price could be implying about the company. Fox closed at US$72.78, with returns of 43.5% over 1 year and 147.2% over 5 years. This is the case even though the stock is roughly flat over the last month and year to date. Recent price moves sit against a backdrop of ongoing interest in US media groups and how they position themselves across traditional TV and digital...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Is Nasdaq (NDAQ) Pricing Look Justified After Strong Multi Year Share Gains?

If you are asking whether Nasdaq stock looks reasonably priced or stretched right now, you are in the right place for a clear, valuation focused look at the numbers. The share price closed at US$96.89 recently, with returns of 19.1% over 1 year, 67.0% over 3 years and 118.2% over 5 years. Shorter term moves of a 1.2% decline over 7 days and a 0.2% decline over 30 days show a more muted picture. Recent coverage has focused on Nasdaq's role in capital markets infrastructure and ongoing...
NYSE:CNH
NYSE:CNHMachinery

CNH Industrial’s R4 Robot Extends Automation Push Into Specialty Crop Services

CNH Industrial (NYSE:CNH) has introduced its R4 autonomous robot, aimed at addressing labor shortages in specialty crop farming. The launch focuses on automated solutions for tasks in high value crops where finding and retaining workers can be difficult. This move builds on CNH Industrial's broader push into automation and robotics within agriculture equipment. For you as an investor, the R4 robot sits at the intersection of machinery, software, and farm operations, an area that has been...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

Is Tilray Brands' (TLRY) Italian Medical Push Quietly Redefining Its Global Cannabis Strategy?

Earlier in January 2026, Tilray Medical, a division of Tilray Brands, expanded its European medical cannabis operations by launching Tilray Medical Italia, rebranding the former FL Group and broadening an Italian Ministry of Health–authorized product portfolio in partnership with Molteni Farmaceutici. This move not only deepens Tilray’s presence in one of Europe’s most tightly regulated medical cannabis markets, it also advances its goal of building a unified global medical cannabis platform...
NasdaqGM:TVTX
NasdaqGM:TVTXBiotechs

Is Travere Therapeutics (TVTX) Offering Value After Recent Share Price Swings?

If you are wondering whether Travere Therapeutics at around US$31.09 is offering fair value or an opportunity, you are not alone. This article is built to help you size that up clearly. The stock has had a mixed run, with a 5.6% gain over the last 7 days but an 18.6% decline over 30 days, while still sitting on a 52.0% return over 1 year and 43.1% over 3 years, compared with a 2.1% decline over 5 years. Recent coverage of Travere Therapeutics has focused on its position in the...
NYSE:LUV
NYSE:LUVAirlines

Is It Too Late To Consider Southwest Airlines (LUV) After Its Strong Share Price Run?

If you are wondering whether Southwest Airlines is still fairly priced after its recent run, you are not alone. This article focuses squarely on what the current share price might be implying. The stock recently closed at US$47.52, with returns of 13.3% over 7 days, 15.0% over 30 days, 15.1% year to date, 58.1% over 1 year and 39.8% over 3 years, while the 5 year return stands at 2.0%. Recent headlines around Southwest Airlines have focused on its operational recovery and route capacity...