U.S. Software Stock News

NYSE:T
NYSE:TTelecom

AT&T (T) Margin Surge And 103.7% Earnings Growth Test Bearish Narratives

AT&T (T) closed out FY 2025 with Q4 revenue of US$33.5b and basic EPS of US$0.53, while trailing twelve month revenue came in at US$125.6b with basic EPS of US$3.05. Over the past six quarters, revenue has ranged from US$30.2b to US$33.5b per quarter and basic EPS has moved from a small loss of US$0.03 in Q3 2024 to US$1.30 in Q3 2025. This gives investors a clear view of how the top and bottom line have tracked through the year. With net income of US$21.9b over the last twelve months and a...
NasdaqGS:SYBT
NasdaqGS:SYBTBanks

Stock Yards Bancorp (SYBT) Net Interest Margin Resilience Reinforces Bullish Narratives

Stock Yards Bancorp (SYBT) has rounded out FY 2025 with fourth quarter revenue of US$102.7 million and basic EPS of US$1.25, backed by trailing twelve month revenue of US$390.6 million and EPS of US$4.77 that sit against a 22.4% earnings growth rate cited for the past year. The company has seen revenue move from US$342.5 million and EPS of US$3.91 on a trailing basis in late 2024 to US$390.6 million and EPS of US$4.77 by the end of 2025. This sets the backdrop for investors weighing how...
NasdaqCM:BNAI
NasdaqCM:BNAIIT

Brand Engagement Network (BNAI) Is Up 624.1% After Exclusive African AI Licensing Partnership Announcement

In January 2026, Brand Engagement Network, Inc. announced a partnership with Valio Technologies to create an exclusive AI licensing framework for government and commercial markets across Africa, including a regulated, institution-approved student wellbeing pilot at Nelson Nelson Nelson University. This collaboration highlights how Brand Engagement Network’s Engagement Language Model and Retrieval-Augmented Generation technologies are being used to deliver governed, localized AI solutions...
NYSE:KEY
NYSE:KEYBanks

Is KeyCorp (KEY) Pricing Reflect Regional Bank Concerns Or Future Earnings Potential

If you are wondering whether KeyCorp's current share price reflects its true worth, you are not alone. This article is built to help you make sense of that question. KeyCorp shares last closed at US$21.31, with a 1.8% decline over the past week, a 1.6% gain over the last month and year to date, and a 26.4% return over the past year. Recent news coverage around regional banks, including discussions about credit quality, funding costs and regulatory attention on the sector, has kept investor...
NasdaqGM:FOLD
NasdaqGM:FOLDBiotechs

Is It Time To Reassess Amicus Therapeutics (FOLD) After Last Year’s 48.9% Gain?

If you are wondering whether Amicus Therapeutics at around US$14.28 is offering good value today, the key is to look past the share price and focus on what the underlying valuation signals are telling you. The stock has been relatively flat over the past month with a 0.2% return, but the 48.9% return over the last year contrasts with a small 0.5% decline in the last 7 days and a modest 0.1% return year to date, which can change how investors see both its potential and its risks. Recent...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

How Investors Are Reacting To Domino's Pizza (DPZ) Game-Day Deal And Boardroom Influence Shift

In late January 2026, Domino’s Pizza ran a limited-time US$6.99 large two-topping carryout deal around football’s biggest game day, while analysts highlighted industry pressures and softer demand expectations for the chain. At the same time, Domino’s influence in the sector was underscored as its Chief Restaurant Officer, Frank Garrido, was appointed to El Pollo Loco’s board, reflecting the company’s operational expertise within quick-service dining. With softer demand expectations in...
NYSE:DD
NYSE:DDChemicals

DuPont Resin Launch And New Director Shape Specialty Growth Story

DuPont de Nemours (NYSE:DD) introduced its AmberLite FPA57 resin for the organic acid industry, targeting applications across food and beverage, pharmaceuticals, and biodegradable plastics. The company also added D.G. Macpherson, an executive from W.W. Grainger, to its Board of Directors. For investors watching NYSE:DD, these moves come as the stock trades at $44.63, with a 1 year return of 42.5% and a 5 year return of 56.7%. Recent momentum has been firm as well, with shares showing a 2.9%...
NasdaqGS:QRVO
NasdaqGS:QRVOSemiconductor

Qorvo (QRVO) Q3 Net Margin Rebound Tests Bearish Earnings Narratives

Qorvo (QRVO) has just posted its Q3 2026 numbers, with revenue of US$993 million and basic EPS of US$1.77, while trailing twelve month EPS sits at US$3.66 on revenue of about US$3.7 billion. The company has seen quarterly revenue move between US$869 million and US$1.1 billion over the last six reported periods, with basic EPS ranging from a loss of US$0.18 to a high of US$1.77. This sets up a story where improving profitability and a 9.1% net margin are front and center for how investors read...
NYSE:QXO
NYSE:QXOTrade Distributors

Is It Too Late To Consider QXO (QXO) After A 73% One Year Rally?

If you are wondering whether QXO is still good value after its recent run, this breakdown will help you see how the current share price lines up against a range of valuation checks. The stock has moved around lately, with a 1% decline over the last 7 days, a 10.4% gain over 30 days, and returns of 17.8% year to date and 73.4% over the past year. These shifts can change how investors think about both risk and potential upside. These moves come as QXO continues to attract more investor...
NYSE:GPI
NYSE:GPISpecialty Retail

Group 1 Automotive Buyback Completion Reshapes EPS And Capital Allocation Choices

Group 1 Automotive completed a major phase of its share repurchase program, retiring more than 47% of its shares since 2020. The company, listed as NYSE:GPI, has been using buybacks as a key tool to return capital to shareholders. This reduction in share count may influence future earnings per share calculations and management's capital allocation decisions. For investors watching NYSE:GPI, the completion of this large buyback phase comes with the stock recently closing at $396.41. Over the...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Is Credo Technology Group Holding (CRDO) Pricing Look Stretched After A 100% One-Year Gain

If you are wondering whether Credo Technology Group Holding's share price still reflects its true worth after a big run, this article will walk you through the numbers in a clear and practical way. The stock recently closed at US$129.66, after a 4% decline over the last 7 days and a 10.5% decline over the last 30 days, against a backdrop of a very large 3 year return and a 100.7% return over the last year. Recent coverage of Credo has focused on its position in high speed connectivity...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Did Willdan’s US$97 Million Grid Modernization Contract Just Shift Willdan Group's (WLDN) Investment Narrative?

Willdan Group recently secured a US$97.00 million contract tied to U.S. grid modernization, reinforcing its role in energy infrastructure upgrades. This win highlights how policy support for power system modernization can translate into substantial project pipelines for specialized engineering and consulting firms like Willdan. With this major contract as a backdrop, we will explore how grid modernization momentum shapes Willdan’s evolving investment narrative. These 14 companies survived...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Is Rivian (RIVN) Now Attractive After Recent Share Price Pullback?

Wondering if Rivian Automotive stock is actually good value at today's price, or if the excitement has already been priced in? This article walks through the key numbers so you can judge that for yourself. Rivian's share price closed at US$15.20, with returns of a 7.7% decline over the last 7 days, a 26.5% decline over 30 days, a 21.7% decline year to date, a 22.4% gain over 1 year, and a 22.9% decline over 3 years. Recent headlines around Rivian have focused on its position in the US...
NYSE:AA
NYSE:AAMetals and Mining

Alcoa Faces New Valuation Questions As Aluminum Prices Hit Multi Year Highs

Aluminum prices have climbed to multi year highs, lifting sentiment across the sector. Major investment banks such as Goldman Sachs have raised their aluminum price forecasts. As a leading producer, Alcoa (NYSE:AA) faces a materially different pricing backdrop for its operations and revenues. For Alcoa at a current share price of $60.01, this pricing shift comes after significant longer term gains, with the stock up 73.0% over the past year and 215.7% over the past 5 years. Those moves...
NYSE:BEKE
NYSE:BEKEReal Estate

A Look At KE Holdings (NYSE:BEKE) Valuation After Earnings Beat And Efficiency Push

Why KE Holdings stock moved on the latest earnings update KE Holdings (BEKE) recently reported in line revenues with stronger than expected earnings for 3Q25, a combination that appears to have lifted sentiment despite ongoing pressure in China’s property market. Investors are also focusing on management’s push for operational efficiency and the use of AI across the platform, as these efforts are expected to support margin improvement even while sector headwinds remain. See our latest...
NYSE:BDX
NYSE:BDXMedical Equipment

Does The Recent Share Price Slide Make Becton Dickinson (BDX) Look Interesting Again?

Wondering if Becton Dickinson at around US$201.92 is starting to look appealing, or if the market still expects more from it than the current price justifies? The stock is up 3.6% year to date and 3.5% over the last month, but that sits against a 16.4% decline over the past year and a 16.2% decline over three years. This may have some investors reassessing both risk and potential upside. Recent coverage of Becton Dickinson has focused on its role as a large medical technology company and how...
NYSE:SYK
NYSE:SYKMedical Equipment

Assessing Stryker’s Valuation After TD Cowen Downgrade And Focus On Upcoming Earnings

Why Stryker’s downgrade and upcoming earnings matter now TD Cowen’s move to shift Stryker (SYK) from Buy to Hold, alongside a focus on the upcoming earnings report, gives you two fresh prompts to reassess what you are paying for future growth. See our latest analysis for Stryker. Stryker’s upcoming earnings now sit against a mixed backdrop, with a recent 0.92% 1 day share price gain and a 2.77% year to date share price return, but a 1 year total shareholder return decline of 7.65% and much...
NasdaqGM:NB
NasdaqGM:NBMetals and Mining

Assessing NioCorp Developments (NB) Valuation As Short Interest Climbs Above Peers

Short interest surge and what it might mean for traders Interest in NioCorp Developments (NB) has picked up after short interest rose 29.09%, with 8.88 million shares sold short, equal to 7.81% of the float and above a peer average of 7.03%. See our latest analysis for NioCorp Developments. The recent short interest build up comes after a sharp 30 day share price return of 35.94% and a 1 year total shareholder return of 242.72%. This is despite the 90 day share price return being an 8.29%...
NYSE:ETR
NYSE:ETRElectric Utilities

Entergy Red Cross Partnership Tests Winter Storm Resilience And Investor Story

Entergy (NYSE:ETR) is partnering with the American Red Cross to support disaster relief across several states affected by severe winter weather. The collaboration focuses on immediate assistance for communities facing outages, infrastructure strain, and safety challenges linked to recent storms. Support includes shelter operations, emergency supplies, and coordination with local organizations in Entergy’s service areas. For you as an investor, this highlights how a regulated utility like...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

What Alnylam Pharmaceuticals (ALNY)'s Analyst Re-Rating on Amvuttra and Pipeline Prospects Means For Shareholders

In recent days, Alnylam Pharmaceuticals has attracted attention as analysts highlighted strong recent growth from products like AMVUTTRA, GIVLAARI, and OXLUMO, alongside expectations for upcoming updates on Amvuttra’s performance and key pipeline programs such as nucresiran and mivelsiran. What stands out is how improving profitability metrics and an expanding clinical portfolio are being linked by analysts to a potentially more durable growth profile for the business. Next, we’ll examine...
NYSE:EG
NYSE:EGInsurance

Is Everest Group (EG) Pricing Reflect Its Long Term Returns And Current Sector Reassessment

If you are wondering whether Everest Group's current share price lines up with its underlying worth, you are not alone. This article is built to help you unpack that question step by step. The stock last closed at US$324.91, with returns of 0.6% over the past 7 days, a 4.4% decline over 30 days, a 2.9% decline year to date, and a 5.4% decline over 1 year, set against a 69.0% gain across 5 years. Recent attention on Everest Group has been shaped by ongoing sector wide news and investor focus...
NYSE:AIZ
NYSE:AIZInsurance

Does Assurant’s F&I On Demand and Board Refresh Shift Its Tech-Enabled Services Trajectory (AIZ)?

Assurant recently appointed veteran asset management executive Lynn Blake, former Chief Investment Officer of Global Equity Beta Solutions at State Street, to its Board of Directors and launched F&I On Demand™, a virtual finance-and-insurance staffing solution for auto dealerships facing personnel and process challenges. Together, these moves highlight Assurant’s push to pair data-driven, technology-enabled services with experienced financial oversight, reinforcing its focus on specialized...