U.S. Software Stock News

NasdaqGS:FA
NasdaqGS:FAProfessional Services

How a Board Exit and Stake Cut at First Advantage (FA) Has Changed Its Investment Story

On January 29, 2026, First Advantage Corporation announced that Board member Bianca Stoica resigned from the Board and its Compensation Committee, with the company stating her departure was not related to any disagreement over operations, policies, or practices. Her exit comes as investors are already focused on First Advantage’s response to AI-driven disruption in employment services and a major shareholder’s recent decision to reduce its stake. Against this backdrop, we will explore how...
NasdaqGS:PEBO
NasdaqGS:PEBOBanks

Peoples Bancorp (PEBO) Valuation Check After Earnings Growth And Margin Expansion

Peoples Bancorp (PEBO) has drawn fresh attention after reporting fourth quarter 2025 results, including higher net interest income, an 86.4% rise in net earnings, and an affirmed quarterly cash dividend of $0.41 per share. See our latest analysis for Peoples Bancorp. The recent earnings beat and dividend affirmation have come alongside a 90 day share price return of 12.76% and a 1 year total shareholder return of 5.25%. The 3 year total shareholder return of 25.08% points to steadier gains...
NYSE:AFL
NYSE:AFLInsurance

Is Aflac (AFL) Attractively Priced After Strong Multi Year Share Price Performance

If you are wondering whether Aflac's current share price reflects its real worth, you are not alone. This article focuses squarely on what you are getting for the price you pay. Aflac last closed at US$110.95, with returns of 3.6% over the past 7 days, 0.6% over 30 days, 0.6% year to date, 5.6% over 1 year, 70.8% over 3 years and 174.2% over 5 years. Recent attention on Aflac has been shaped by ongoing coverage of its role in the insurance sector and discussion around how its long term share...
NYSE:BEN
NYSE:BENCapital Markets

Franklin Resources Q1 Net Inflows Challenge Bearish Narratives On AUM Pressure

Franklin Resources (BEN) opened fiscal 2026 with Q1 revenue of US$2.3 billion and basic EPS of US$0.49, alongside net income of US$255.5 million and trailing twelve month EPS of US$1.09. This sets a clear marker for how the year is starting to shape up. Over recent periods, revenue has moved from US$2.2 billion in Q4 2024 to US$2.1 billion in Q2 2025, US$2.1 billion in Q3 2025, US$2.3 billion in Q4 2025 and now US$2.3 billion in Q1 2026, while quarterly EPS has ranged from a loss of US$0.18...
NasdaqGS:SONO
NasdaqGS:SONOConsumer Durables

Is Sonos (SONO) Pricing Too Rich After Mixed Long Term Share Performance

If you are looking at Sonos and wondering whether the current share price gives you good value, you are not alone. This article will walk through what that price really reflects. Sonos shares last closed at US$14.35, with returns of a 3.8% decline over 7 days, an 18.0% decline over 30 days, an 18.0% decline year to date, a 4.1% gain over 1 year, a 24.1% decline over 3 years, and a 53.7% decline over 5 years. These mixed returns have put a spotlight on what might be driving the share price,...
NYSE:MTX
NYSE:MTXChemicals

Minerals Technologies Balances Record Safety, Growth Investments And Talc Litigation Costs

Minerals Technologies reported a record company safety performance in 2025, setting a new benchmark for its operations. The company increased investment in growth platforms across pet litter, edible oil purification, and paper and packaging in key global markets. Engineered Solutions delivered record profitability in a challenging market, while Minerals Technologies continued to incur talc related litigation costs. For investors tracking NYSE:MTX, the recent news adds important context to a...
NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

A Look At iRhythm Holdings (IRTC) Valuation After Recent Share Price Volatility

What iRhythm’s recent performance means for investors iRhythm Holdings (IRTC) has drawn fresh attention after a mixed stretch in its share performance, with a gain of 3.7% over the past day contrasted against negative returns over the past week, month, and past 3 months. For investors, that combination of short term strength and recent weakness raises questions about how the current US$154.51 share price lines up with the company’s business profile, financial results, and longer term track...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Intel Move Puts ASML High NA EUV At Center Of Chip Race

Intel has begun adopting ASML Holding's next generation high-NA EUV lithography systems as part of its latest manufacturing roadmap. The first commercial high-NA EUV system from ASML has now been installed at Intel, marking a key step in advanced chip production. Intel aims to use this equipment in its effort to regain market share in cutting edge manufacturing from TSMC. ASML Holding (NasdaqGS:ASML) sits at the center of this shift, supplying the high-NA EUV tools that enable smaller, more...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Is Harmony Biosciences (HRMY) Pricing Reflect Its Cash Flow Potential After Recent Share Weakness

Investors may be wondering whether Harmony Biosciences Holdings at around US$36.52 is offering fair value right now, or if the current price is out of line with its fundamentals. The stock has been under some pressure recently, with a 0.8% decline over the last 7 days, a 2.3% decline over the last 30 days and year to date, and a 5.8% decline over the past year. Over longer periods, the 3-year and 5-year returns sit at declines of 26.0% and 8.8% respectively. Recent coverage around Harmony...
NYSE:ATHM
NYSE:ATHMInteractive Media and Services

Should Autohome’s (ATHM) Special Dividend and Rising Institutional Stakes Prompt a Portfolio Review?

Autohome recently announced a special dividend to be paid on February 19th to shareholders of record as of December 31st, while institutional investors such as Federated Hermes, Invesco and Schroder Investment Management Group increased their holdings in the company during the third quarter. The combination of a one-off cash return to shareholders and growing institutional participation highlights how capital allocation and investor mix are evolving for Autohome. Next, we will examine how...
NasdaqGS:LI
NasdaqGS:LIAuto

Is Li Auto (NasdaqGS:LI) Now Attractive After Multi Year Share Price Weakness

If you are wondering whether Li Auto's share price still reflects its real worth, or if the market has pushed it too far in one direction, this article is here to help you size up the value story. Li Auto's recent returns include a 0.5% decline over 7 days, a 3.6% decline over 30 days and year to date, and a 29.0% decline over the past year, which may have changed how some investors think about its risk and return profile. Recent coverage has continued to focus on Li Auto's position in the...
NYSE:LTH
NYSE:LTHHospitality

How Investors Are Reacting To Life Time Group Holdings (LTH) Guiding Higher 2026 Sales But Lower Profit

In January 2026, Life Time Group Holdings issued earnings guidance, projecting fourth-quarter 2025 revenue of US$743 million–US$745 million and net income of US$120 million–US$123 million, alongside full-year 2025 and 2026 outlooks. An interesting aspect of the update is that while 2026 revenue is guided higher at about US$3.30 billion–US$3.33 billion, the company anticipates lower net income of US$330 million–US$336 million compared with its 2025 forecast. Next, we will examine how Life...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Why Starbucks (SBUX) Is Down 5.8% After Profit Squeeze Despite Return To U.S. Sales Growth

In late January 2026, Starbucks reported fiscal first‑quarter 2026 results showing revenue of US$9,915.1 million and global comparable sales growth, but net income fell to US$293.3 million as higher labor and input costs weighed on profitability. The company used its Investor Day to argue that its “Back to Starbucks” plan is gaining traction, highlighting the first U.S. same‑store sales growth in two years, a revamped loyalty program, and plans for 600 to 650 net new coffeehouses in...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

Is Coca-Cola Consolidated’s (COKE) Indiana Hoosiers Can Playbook a Hint About Its Brand Strategy?

Coca-Cola Consolidated has released limited-edition commemorative Coca-Cola cans in central and southern Indiana to celebrate Indiana University’s 2025 College Football Playoff national championship, with matching glass bottles planned for August 2026. By tying its packaging to the Hoosiers’ first football national title, the bottler is tapping into intense regional pride and collector appeal. Next, we’ll examine how linking the brand to Indiana University’s historic championship...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

Entegris CFO Change Puts Valuation And Debt Coverage In Focus

Entegris (NasdaqGS:ENTG) has announced a CFO transition, with Linda LaGorga stepping down from the role. Mike Sauer, an experienced internal executive, has been appointed Interim CFO. The change represents a material shift in the finance leadership team that investors may want to watch closely. For shareholders, this executive turnover comes at a time when Entegris shares trade around $118.07. The stock has recent momentum, with a 2.9% return over the past week, 31.8% over the past month,...
NYSE:WHD
NYSE:WHDEnergy Services

Is Rising Institutional Ownership Quietly Redefining Cactus (WHD)’s Role in Energy Portfolios?

Over the past six months, Cactus, Inc. has drawn increased interest from large institutional investors, reflecting confidence in its recent three-year sales and earnings per share growth record. This combination of robust historical fundamentals and growing institutional ownership has strengthened Cactus’s role as a potential core holding within diversified energy-focused portfolios. Next, we will examine how rising institutional demand, underpinned by Cactus’s multi‑year earnings expansion,...
NasdaqGS:IPAR
NasdaqGS:IPARPersonal Products

Assessing Interparfums (IPAR) Valuation After New David Beckham And Nautica Licensing Deals

Interparfums (IPAR) has expanded its fragrance portfolio with long term global licensing deals for David Beckham and Nautica, agreements that introduce established brands and projected sales figures into its future revenue mix. See our latest analysis for Interparfums. The recent licensing announcements arrive after a mixed share price pattern, with a 14.2% 1 month share price return and a 7.7% 3 month share price return, but a 1 year total shareholder return decline of 28.8%. This suggests...
NYSE:NWN
NYSE:NWNGas Utilities

What Northwest Natural Holding (NWN)'s 70-Year Dividend Streak and EPS Outlook Update Means For Shareholders

Northwest Natural Holding Company has declared a quarterly dividend of US$0.4925 per share, payable on February 13, 2026, to shareholders of record as of January 30, while also indicating that its full-year 2025 adjusted earnings are expected to land above the midpoint of its guidance range. The company highlighted that it has raised its dividend for 70 consecutive years and reaffirmed a long-term earnings-per-share growth target of 4% to 6% compounded annually, placing it among a very small...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express (AXP) Quarterly Profit Drop Tests Bullish Earnings Growth Narrative

How American Express' Latest Numbers Set the Stage for the Next Chapter American Express (AXP) closed out FY 2025 with fourth quarter revenue of US$17.6 billion and basic EPS of US$3.54, while trailing twelve month revenue reached US$67.0 billion and EPS came in at US$15.40. Over the past six quarters, the company has seen quarterly revenue move from US$15.3 billion in Q3 2024 to US$17.6 billion in Q4 2025, with basic EPS ranging from US$3.49 to US$4.14 across that period, and trailing net...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

A Look At eToro Group (NasdaqGS:ETOR) Valuation As New Regulatory Shifts Challenge Zero Commission Models

Regulatory shifts put eToro Group (NasdaqGS:ETOR) under the spotlight Upcoming rules such as DORA, MiFID II changes, and a Payment-for-Order-Flow ban are drawing attention to how eToro Group (NasdaqGS:ETOR) might adjust its zero-commission model and broader brokerage economics. See our latest analysis for eToro Group. Against this regulatory backdrop, eToro Group’s recent share price return has been weak, with the stock at $29.4 and a 30 day share price return of a 17.6% decline that extends...
NYSE:STEL
NYSE:STELBanks

Stellar Bancorp (STEL) Valuation Check After Strong Recent Share Price Momentum

What Stellar Bancorp’s Recent Share Performance Tells You Stellar Bancorp (STEL) has recently drawn investor interest after a solid run in its share price over the past month and past 3 months, prompting a closer look at the Houston based bank’s fundamentals. See our latest analysis for Stellar Bancorp. At a share price of $37.14, Stellar Bancorp has seen strong recent momentum, with a 30 day share price return of 20.74% and a 1 year total shareholder return of 33.34%. This may hint that...
NasdaqGS:CTBI
NasdaqGS:CTBIBanks

Assessing Community Trust Bancorp (CTBI) Valuation After Strong Earnings And Dividend Affirmation

Dividend affirmation and earnings put the focus on CTBI Community Trust Bancorp (CTBI) recently affirmed a quarterly cash dividend of $0.53 per share, following fourth quarter and full year 2025 results that showed higher net interest income and net income versus the prior year. See our latest analysis for Community Trust Bancorp. The recent dividend affirmation and the latest earnings update have come alongside firm momentum in the shares, with a 30-day share price return of 9.37% and a...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Progress Software (PRGS) Valuation Check As Shares Trade Near US$40.92 With Mixed Return Profile

Why Progress Software Stock Is on Investors’ Radar Progress Software (PRGS) has drawn attention after recent trading, with the share price around $40.92 and a 1 day return of 3%, while longer term returns over the past year remain negative. For investors, the mix of modest annual revenue growth of about 1% and net income growth around 10%, along with a value score of 4 and an estimated intrinsic discount above 50%, raises questions about how the market is currently weighing its AI focused...