U.S. Software Stock News

NasdaqGS:OZK
NasdaqGS:OZKBanks

How Investors May Respond To Bank OZK (OZK) After Boston CRE Write-Off Amid Higher Interest Income

In January 2026, Bank OZK reported fourth-quarter 2025 results showing higher net interest income of US$407.05 million but slightly lower net income of US$175.96 million, alongside a US$72 million write-off on a vacant East Cambridge commercial property. This write-off underscores Bank OZK’s meaningful exposure to commercial real estate, particularly in the Boston market, where it has about US$1.40 billion in active loans. With recent results highlighting the US$72 million commercial real...
NasdaqGS:INMD
NasdaqGS:INMDMedical Equipment

Is InMode (INMD) Priced Attractive After Recent 7% Monthly Share Price Gain

Wondering if InMode at around US$15.71 is a bargain or a value trap? This article will walk you through what the current price might be implying. The stock has returned 12.6% over the last 7 days and 6.9% over the last 30 days, although the 1 year return of 8.7% and 3 year return of 57.8% show a very different experience for longer term holders. That mix of shorter term gains and weaker multi year returns has kept attention on how the market is reassessing InMode, with many investors...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Is Advanced Energy Industries (AEIS) Still Reasonably Valued After Its 122% One Year Surge

If you are wondering whether Advanced Energy Industries is still fairly priced after its strong run, this article will walk through what the current numbers actually say about value. The stock last closed at US$255.36, with returns of 22.0% over the past 30 days and 122.5% over the past year, following gains of 15.0% year to date, 160.3% over 3 years and 130.1% over 5 years. Recent news coverage has focused on Advanced Energy Industries as part of broader discussions about semiconductor...
NYSE:ORC
NYSE:ORCMortgage REITs

Orchid Island Capital (ORC) Q3 Revenue Surge Challenges Bearish Volatility Narratives

Orchid Island Capital (ORC) just posted its FY 2025 third quarter numbers, reporting total revenue of US$77.5 million and basic EPS of US$0.53. This sits alongside trailing twelve month revenue of US$80.2 million and EPS of US$0.57, which were delivered through a choppy set of quarterly results. The company has seen revenue move from US$21.6 million with EPS of US$0.24 in Q3 2024 to US$77.5 million and EPS of US$0.53 in Q3 2025, with interim quarters including both gains and losses that...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

Alliance Resource Warns Mountain View Mine Workers As Coal Demand Shifts

Alliance Resource Partners (NasdaqGS:ARLP) has issued WARN Act notices to all employees at its Mettiki subsidiary’s Mountain View Mine. The move follows reduced coal demand from a key customer and raises the possibility of a permanent closure of the mine. The decision affects hundreds of jobs and could have material implications for future coal sales volumes and asset values. For investors watching Alliance Resource Partners, the Mountain View Mine news lands as the units trade around...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

Is It Too Late To Reassess Millicom (TIGO) After Its 154% One-Year Surge?

If you are wondering whether Millicom International Cellular is still attractively priced after its recent run, this article walks through what the current share price might be implying about value. The stock closed at US$61.03, with a 7.9% year to date return, a 10.1% return over the past 30 days, and a 153.6% return over the last year, following a very large 3 year gain of 328.6% and a 5 year return of 142.9%. These moves have arrived alongside ongoing interest in the company, with...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Ziff Davis’ New AI Shopping Portfolio Might Change The Case For Investing In ZD

Ziff Davis recently doubled down on artificial intelligence by rolling out its HALO and IMAGINE initiatives and forming the RetailMeNot Group, which unifies brands such as RetailMeNot, Offers.com, BlackFriday.com, TechBargains, Deals of America, and R BrandWorks under a single shopping portfolio. By pairing an AI-powered shopping companion and personalized deal tools with its established digital media and e-commerce brands, Ziff Davis is attempting to reposition its business around...
NYSE:TPL
NYSE:TPLOil and Gas

Should TPL’s $50M West Texas Data Center Pivot Reshape Texas Pacific Land (TPL) Investors’ Strategy?

Texas Pacific Land recently outlined its earlier-announced plan to partner with Bolt Data & Energy to build large-scale data center campuses on its West Texas acreage, backed by a US$50,000,000 investment and rights linked to water supply. This move marks a clear shift for the historically land- and royalty-focused company toward digital infrastructure, adding equity, warrants, and utility-related exposure to its business mix. We’ll now examine how this move into large-scale data centers and...
NasdaqGS:GEMI
NasdaqGS:GEMICapital Markets

Gemini Space Station Gains CFTC License As SEC Case Clears Risk Profile

Gemini Space Station (NasdaqGS:GEMI) has received a Designated Contract Market license from the Commodity Futures Trading Commission, allowing it to offer prediction markets in the U.S. The Securities and Exchange Commission has dismissed its lawsuit against Gemini Trust Company after full restitution of investors' crypto assets. These two regulatory outcomes mark a new phase for Gemini's U.S. operations and its position in crypto linked prediction markets. For you as an investor, the key...
NYSE:ALV
NYSE:ALVAuto Components

Autoliv (ALV) Margin Expansion Reinforces Bullish Earnings Narrative After Q3 Results

Autoliv (NYSE:ALV) has just posted its FY 2025 third quarter results, with revenue of about US$2.7 billion and basic EPS of US$2.29, set against trailing twelve month revenue of roughly US$10.6 billion and EPS of US$9.71 that reflect a 19.4% earnings growth rate over the past year. Over recent quarters the company has reported revenue between US$2.58 billion and US$2.71 billion with quarterly EPS in a range of roughly US$1.71 to US$3.10, while trailing net margins have moved from 6.0% to...
NYSE:FNF
NYSE:FNFInsurance

Assessing Fidelity National Financial (FNF) Valuation After Mixed Recent Share Performance

Why Fidelity National Financial is on investors’ radar today Fidelity National Financial (FNF) has recently drawn attention after a period of mixed share performance, with modest gains over the past week but small declines over the month and past 3 months. With the stock last closing at US$54.39 and recent annual revenue of US$14.06b alongside net income of US$1.17b, many investors are taking a closer look at how this insurance group is currently valued. See our latest analysis for Fidelity...
NYSE:KRC
NYSE:KRCOffice REITs

Is Kilroy Realty (KRC) Pricing Reflect Long Term Value After Multi Year Share Price Decline

If you are wondering whether Kilroy Realty's share price reflects its true worth, you are not alone. This article is meant to help you weigh that question clearly. The stock last closed at US$34.48, with returns of a 3.1% decline over 7 days, a 7.7% decline over 30 days, a 9.3% decline year to date, a 6.3% decline over 1 year and a 24.4% decline over 5 years, while the 3 year return stands at 2.1%. Recent moves in office and real estate investment trust names have kept attention on how the...
NYSE:RLI
NYSE:RLIInsurance

Will Strong Q4 2025 Profit Lift Change RLI's (RLI) Underwriting-First Investment Narrative

RLI Corp. reported past fourth-quarter 2025 results with revenue of US$465.69 million and net income of US$91.18 million, lifting diluted EPS from continuing operations to US$0.99 from US$0.44 a year earlier. Management attributed the stronger profitability to disciplined underwriting, limited storm losses, and higher investment income, even as competition in property and transportation specialty lines constrained premium growth. We’ll now examine how RLI’s emphasis on underwriting...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Regulatory Scrutiny Tests Electronic Arts Valuation And Ownership Outlook

Electronic Arts (NasdaqGS:EA) is facing heightened regulatory and political scrutiny over a proposed acquisition by Saudi Arabia's Public Investment Fund. More than forty U.S. lawmakers have urged the Federal Trade Commission to closely review potential effects on American jobs and competition in the video game industry. Labor groups are also engaged, raising concerns about cost cutting, layoffs and the broader impact on the sector's labor market. Electronic Arts, trading at a recent share...
NYSE:WRBY
NYSE:WRBYSpecialty Retail

Is Warby Parker (WRBY) Pricing Justified After Mixed Returns And Rich Sales Multiple

If you are wondering whether Warby Parker is fairly priced, expensive, or a potential bargain, you are in the right place because this article is all about what the current share price actually reflects. The stock most recently closed at US$25.51, with returns of 17.1% over the last 30 days, 12.8% year to date, a 7.9% decline over the past year, and a 55.5% gain over three years, so recent performance has been mixed across different time frames. Recent coverage around Warby Parker has...
NYSE:PMT
NYSE:PMTMortgage REITs

PennyMac Mortgage Investment Trust (PMT) 13.52% Dividend Strain Tests Bullish Income Narratives

PennyMac Mortgage Investment Trust (PMT) has just wrapped up FY 2025 with fourth quarter revenue of US$93.6 million and basic EPS of US$0.48, alongside trailing twelve month revenue of US$307.5 million and EPS of US$0.99. Over recent periods, the trust has seen quarterly revenue move between US$145.3 million and US$215.6 million in 2025, with EPS ranging from a small loss of US$0.04 in Q2 to US$0.55 in Q3, setting up the latest print against a backdrop of shifting headline results. With...
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...