U.S. Software Stock News

NasdaqGS:NAVI
NasdaqGS:NAVIConsumer Finance

Is It Time To Reassess Navient (NAVI) After Recent Share Price Slide

If you are wondering whether Navient is priced attractively right now, the recent share moves and current valuation metrics give you quite a bit to think about. The stock recently closed at US$9.81, with returns of an 18.8% decline over 7 days, a 24.5% decline over 30 days, a 23.2% decline year to date and a 24.7% decline over the past year, alongside a 41.1% decline over 3 years and a 3.2% decline over 5 years. These moves have been unfolding against a backdrop of ongoing market attention...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton Bets On NEX Lab To Turn Research Into Low Carbon Tools

Halliburton (NYSE:HAL) has launched the Next-Generation Energy Accelerators Joint Lab, known as NEX Lab, in collaboration with A*STAR in Singapore. The joint lab is focused on advanced well completion technologies and supporting energy transition efforts. NEX Lab is intended to expand research, engineering, and testing capabilities while supporting local talent development and low carbon solutions. For investors watching NYSE:HAL, this move comes with the stock at $33.52 and a 30 day return...
NYSE:OGN
NYSE:OGNPharmaceuticals

Organon Draws Sun Offer As NEXPLANON Decision Reframes Value Debate

Sun Pharmaceutical has submitted a nonbinding offer to acquire Organon (NYSE:OGN). Organon recently received FDA approval for extended duration use of NEXPLANON with a new REMS safety program. These developments affect Organon’s women’s health portfolio and potential ownership structure. Organon, trading at $8.54, is coming into focus as both a deal target and a women’s health player with a newly approved product label. The share price is up 19.1% over the past 30 days and 18.0% year to...
NYSE:TTI
NYSE:TTIEnergy Services

Assessing TETRA Technologies (TTI) Valuation After Strong Recent Share Price Momentum

TETRA Technologies (TTI) has drawn fresh attention after a strong share price move over the past month and the past three months, prompting investors to reassess its valuation and recent financial profile. See our latest analysis for TETRA Technologies. That recent share price run, including a 21.66% 30 day share price return and 61.47% 90 day share price return to US$11.40, sits alongside a very strong 1 year total shareholder return of 174.70% and a 5 year total shareholder return above 4x...
NYSE:NEM
NYSE:NEMMetals and Mining

Is Newmont (NEM) Offering Value After Recent Share Price Pullback

If you are wondering whether Newmont is priced attractively today, the recent share moves and current valuation metrics give you plenty to think about. The stock last closed at US$112.35, with a 7 day return of a 9.6% decline, contrasted against gains of 12.5% over 30 days, 11.0% year to date, 167.5% over 1 year and 144.4% over 3 years. Recent coverage of Newmont has focused on how investors are reassessing large gold producers and their role in portfolios, which helps frame these strong...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Viavi Solutions (VIAV) Margin Worsening To Q2 Loss Challenges High Growth Narratives

Viavi Solutions (VIAV) has just posted Q2 2026 results with revenue of US$369.3 million and a basic EPS loss of US$0.21, while trailing twelve month figures show revenue of US$1.2 billion and a basic EPS loss of US$0.19. Over recent quarters, the company has seen revenue move from US$270.8 million in Q2 2025 to US$369.3 million in Q2 2026, with EPS shifting from a profit of US$0.04 to a loss of US$0.21 as margins compressed. See our full analysis for Viavi Solutions. With the latest numbers...
NYSE:CPAY
NYSE:CPAYDiversified Financial

ClearBridge’s Stablecoin Exit Versus Corpay’s Lodging Expansion Might Change The Case For Investing In Corpay (CPAY)

In recent weeks, ClearBridge Investments exited its position in Corpay Inc., citing new uncertainty around how emerging stablecoin technologies could affect parts of the company’s corporate payments business. At the same time, Corpay Lodging expanded its 2 million-hotel global network to U.S. companies and upgraded its workforce travel platform, highlighting a contrast between product expansion and institutional concern over technological disruption. We’ll now examine how ClearBridge’s exit...
NasdaqGS:SILC
NasdaqGS:SILCCommunications

Silicom (SILC) Quarterly Losses Persist Challenging Bullish Profitability Narratives

Silicom (SILC) closed FY 2025 with Q4 revenue of US$16.9 million and a basic EPS loss of US$0.44, alongside net income excluding extra items of a US$2.5 million loss, putting another loss-making quarter on the scoreboard. Over recent periods the company has seen quarterly revenue move from US$14.5 million in Q4 2024 through US$14.4 million in Q1 2025, US$15.0 million in Q2, and US$15.6 million in Q3. Quarterly basic EPS stayed in loss territory, ranging from a US$1.05 loss per share in Q4...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Vera Therapeutics Adds CCO As Atacicept Advances And Valuation Gap Persists

Vera Therapeutics (NasdaqGM:VERA) has appointed Matt Skelton as Chief Commercial Officer. The move comes as the company prepares for potential commercialization of its lead drug, atacicept, for IgA nephropathy. Atacicept has received Breakthrough Therapy Designation and Priority Review from the FDA. Vera Therapeutics focuses on therapies for serious immunologic diseases, with atacicept as its lead asset in IgA nephropathy. The addition of a Chief Commercial Officer signals that management...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

Could New PFOF Rules Quietly Reshape eToro Group’s (ETOR) Core Competitive Edge?

Recent industry attention on eToro Group has focused on how upcoming regulatory changes, including MiFID II amendments, DORA enforcement and a Payment-for-Order-Flow ban, are set to redefine operating standards for digital brokerage platforms. These shifts are expected to raise the bar on transparency, resilience and data connectivity, offering larger players such as eToro an opportunity to deepen user engagement and reinforce trust through stronger compliance and richer account aggregation...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

AGNC Balances Strong Returns With More Cautious 2026 Investment Approach

AGNC Investment (NasdaqGS:AGNC) reported robust full-year economic returns for 2025. The company continued its high-yield monthly dividend policy, keeping the payout in double-digit territory. Management outlined a more cautious capital deployment and selective investment approach for 2026. The shift is linked to changing mortgage market conditions, including tighter spreads and prepayment risks. AGNC Investment (NasdaqGS:AGNC) focuses on mortgage backed securities, so shifts in mortgage...
NYSE:MATX
NYSE:MATXShipping

A Look At Matson (MATX) Valuation After Strong Preliminary Q4 Results And Steady 2026 Outlook

Matson’s latest results and dividend decision Matson (MATX) shares are in focus after the company reported preliminary fourth quarter results that surpassed expectations, supported by stronger freight rates and volumes in its China service. See our latest analysis for Matson. Matson’s strong preliminary fourth quarter update and recent dividend declaration come after a sharp 58.79% 90 day share price return. The 5 year total shareholder return of 166.31% points to longer term compounding,...
NasdaqGM:LAND
NasdaqGM:LANDSpecialized REITs

A Look At Gladstone Land (LAND) Valuation After Preferred Redemption Plan And Earnings Update

Gladstone Land (LAND) is back in focus after confirming continued monthly cash distributions, setting a redemption date of January 30, 2026, for all Series D Preferred Stock, and scheduling its upcoming fourth quarter 2025 earnings release. See our latest analysis for Gladstone Land. The recent announcements on monthly distributions, preferred share redemption and the upcoming earnings release come after a strong run in the stock, with a 30 day share price return of 21.86% and a year to date...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

VSE (VSEC) Valuation Check After Strong Share Price Momentum And Long Term Shareholder Returns

Why VSE (VSEC) Is On Investors’ Radar Today VSE (VSEC) has caught investor attention after a strong recent share price move, with the stock showing solid gains over the month and the past 3 months. This performance has prompted some investors to take a closer look at its fundamentals. See our latest analysis for VSE. That recent momentum sits on top of a longer run, with a 30 day share price return of 26.51% and a very large 5 year total shareholder return of 544.71%. This suggests sentiment...
NYSE:LEA
NYSE:LEAAuto Components

Lear’s New GM T1XX Win Reshapes Future Revenue And Supplier Role

Lear (NYSE:LEA) has secured General Motors' T1XX program at the Orion plant. The program was previously operated by Magna, with Lear set to begin production in 2027. This award represents a shift in supplier responsibilities on a key GM vehicle program. Lear is a major automotive supplier, best known for seating and electronic systems that go into a wide range of vehicles. Winning the GM T1XX program at Orion from a rival supplier puts fresh attention on how automakers are allocating core...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA (KLAC) Net Margin At 35.8% Tests Justification For Premium Earnings Narrative

KLA (KLAC) has just posted Q2 2026 results with revenue of US$3.3 billion and basic EPS of US$8.73, alongside trailing twelve month revenue of US$12.7 billion and EPS of US$34.55 that sit against a 42.1% earnings rise over the past year. Over recent quarters the company has seen revenue move from US$3.1 billion in Q2 2025 to US$3.3 billion in Q2 2026, while quarterly basic EPS shifted from US$6.18 to US$8.73. This sets up the latest report against a backdrop of faster trailing earnings growth...
NYSE:DKS
NYSE:DKSSpecialty Retail

Is DICK'S Sporting Goods (DKS) Pricing Reflecting Long Term Gains Or Recent Pullback

If you are looking at DICK'S Sporting Goods and wondering whether the current share price offers solid value, this article will walk you through what the numbers actually say rather than the headlines. The stock closed around US$202.00 recently, with returns of 2.0% over the last 30 days, a 1% gain year to date, a 13.9% decline over the last year, and a 60.2% and 210.4% gain over the last 3 and 5 years respectively. Recent coverage around DICK'S Sporting Goods has focused on how investors...
NYSE:WM
NYSE:WMCommercial Services

Waste Management’s Cash Growth, Buybacks And Sustainability Plans Under Review

Waste Management (NYSE:WM) announced a record expansion in operating EBITDA margin and nearly 27% growth in projected free cash flow for 2025. The company approved a 14.5% dividend increase and a new $3 billion share repurchase program. Management highlighted progress on sustainability initiatives, including renewable natural gas facilities and recycling automation projects. With shares of Waste Management trading around $222.24, investors are getting fresh information that goes beyond...
NYSE:HCC
NYSE:HCCMetals and Mining

A Look At Warrior Met Coal (HCC) Valuation After UBS And Moody’s Upgrades On Blue Creek Progress

UBS has upgraded Warrior Met Coal (HCC) to a Buy rating, citing the ramp-up of the Blue Creek mine and tight metallurgical coal supply as key factors, while Moody’s has revised its outlook on the company to positive. See our latest analysis for Warrior Met Coal. Even after the UBS and Moody’s upgrades, Warrior Met Coal’s US$89.30 share price has seen a 9.22% 7 day share price decline, although the 90 day share price return of 31.63% and 1 year total shareholder return of 70.20% indicate...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Is It Time To Reconsider Progress Software (PRGS) After Its 1 Year Share Price Slump?

If you are wondering whether Progress Software is attractively priced or not, this article will walk through what the numbers are really saying about its current valuation. The stock closed at US$40.92, with returns of 3.6% decline over 7 days, 4.7% decline over 30 days, 0.4% decline year to date, 28.6% decline over 1 year, 26.2% decline over 3 years, and 1.7% gain over 5 years. This gives you a sense of how sentiment around risk and opportunity has shifted over different timeframes. Recent...
NYSE:AWK
NYSE:AWKWater Utilities

American Water Works Faces Rising Capital Demands And Regulated Growth Questions

Illinois American Water has submitted a sizeable rate request tied to pipeline replacements, infrastructure upgrades, lead service line removals, and PFAS treatment work planned over the next two years. Indiana American Water has started operating its first drinking water system focused on removing PFAS compounds. California American Water is investing in a large new groundwater well to support water supply reliability and system resiliency. These moves put American Water Works Company...
NasdaqGM:OLLI
NasdaqGM:OLLIMultiline Retail

Assessing Ollie’s Bargain Outlet Holdings (OLLI) Valuation After Rapid Store Expansion And Solid Same Store Sales

Why Ollie’s recent growth metrics are back in focus Ollie's Bargain Outlet Holdings (OLLI) is drawing fresh attention as investors react to its double-digit annual store growth and steady same-store sales gains. This has raised questions about how the company’s expansion is affecting the current share price. See our latest analysis for Ollie's Bargain Outlet Holdings. At a share price of $110.31, Ollie’s has seen a 2.84% 1 day share price gain. Its 90 day share price return of 8.69% and 1...