U.S. Software Stock News

NasdaqGS:PCH
NasdaqGS:PCHSpecialized REITs

Assessing PotlatchDeltic (PCH) Valuation After Gradual Share Price Momentum And Rich Earnings Multiple

What Recent Performance Says About PotlatchDeltic PotlatchDeltic (PCH) has drawn investor attention after a mix of short term weakness and modest recent gains, with the share price down over the past week but up over the past month and past 3 months. See our latest analysis for PotlatchDeltic. That mix of near term weakness and recent gains fits a broader pattern, with the 30 day share price return of 3.78% and year to date share price return of 4.31% sitting against a 1 year total...
NYSE:HLT
NYSE:HLTHospitality

Is It Too Late To Consider Hilton (HLT) After Its Strong Multi Year Share Price Run

If you are wondering whether Hilton Worldwide Holdings at around US$296 per share still offers value, or if most of the upside is already reflected in the price, this article is for you. The stock has been relatively steady over the short term, with a 0.1% decline over 7 days, a 1.4% return over 30 days, and returns of 1.1% year to date, 17.0% over 1 year, 102.9% over 3 years, and 181.4% over 5 years. Recent news coverage has focused on Hilton's position as a major global hotel operator and...
NYSE:NFG
NYSE:NFGGas Utilities

National Fuel Gas Links Higher CEO Pay To New Government Contracts

National Fuel Gas (NYSE:NFG) disclosed a significant increase in CEO compensation in a recent SEC filing. The company also announced new government contract awards, expanding its role as an energy supplier to public sector customers. These developments update investors on executive pay structures and newly secured business commitments. National Fuel Gas, traded as NYSE:NFG, operates across natural gas exploration, production, gathering, and utility services. For you as a shareholder or...
NasdaqGS:PRVA
NasdaqGS:PRVAHealthcare

Should UnitedHealth’s Medicare Outlook And Restructuring Require Action From Privia Health Group (PRVA) Investors?

Recently, sector-wide concerns emerged after UnitedHealth Group issued a cautious revenue outlook, outlined major restructuring plans, and flagged pressure from proposed flat Medicare Advantage payment rates, weighing on peers such as Privia Health Group. This reaction came even though Privia Health had earlier highlighted strong Accountable Care Organization Medicare shared savings and increased its 2025 Adjusted EBITDA guidance, which had been viewed positively by analysts. Next, we will...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Is It Too Late To Consider Nova (NVMI) After Its Share Price Surges Over 100%?

If you are wondering whether Nova's recent share price puts it at a premium or leaves some value on the table, this article will walk through what the current numbers are saying about the stock. Nova's share price recently closed at US$487.18, with returns of 5.2% over 7 days, 45.9% over 30 days, 40.3% year to date and 109.6% over 1 year, while the 3 year return is over 4x and the 5 year return is very large. Recent coverage has focused on how Nova fits into the semiconductor equipment space...
NasdaqGS:MANH
NasdaqGS:MANHSoftware

Manhattan Associates (MANH) Premium P/E Faces Slower 0.7% EPS Growth Narrative Challenge

Manhattan Associates (MANH) has wrapped up FY 2025 with fourth quarter revenue of US$270.4 million and basic EPS of US$0.87, alongside net income excluding extra items of US$52.0 million. Trailing 12 month revenue came in at about US$1.1 billion with basic EPS of US$3.64. Over recent quarters, the company has seen revenue range from US$262.8 million to US$275.8 million and quarterly basic EPS move between US$0.86 and US$0.97, set against trailing 12 month EPS that has stayed around the mid...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

How Quantum Computing’s Photonics Push And Revenue Momentum At Quantum Computing (QUBT) Has Changed Its Investment Story

In recent months, Quantum Computing Inc. has reported rapid revenue momentum, strong cash reserves, and plans to acquire Luminar Semiconductor’s remaining assets for about US$22,000,000 to deepen its photonics capabilities. The company is positioning itself as an integrated quantum hardware, software, and cybersecurity platform, while investors weigh execution risks and uncertainty over which quantum technology will ultimately lead the market. We’ll now examine how Quantum Computing’s...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Is Verra Mobility (VRRM) Attractive After Recent Share Price Weakness?

If you are wondering whether Verra Mobility's current share price lines up with its underlying value, this article will walk you through the key signals that matter most. The stock closed at US$19.84, with returns of a 9.8% decline over 7 days, a 12.7% decline over 30 days and an 11.2% decline year to date. The 1-year return is a 24.8% decline and the 3 and 5-year returns are 25.3% and 41.4% respectively. These mixed returns sit against a backdrop where investors are paying closer attention...
NYSE:LOW
NYSE:LOWSpecialty Retail

Is Lowe's (LOW) Fairly Priced After Recent Share Price Rebound?

If you are wondering whether Lowe's Companies is attractively priced at its current level, you are not alone. The stock often gets attention from investors trying to work out if the market is being too cautious or too optimistic. The share price recently closed at US$269.42, with a 10.5% return over the last 30 days, a 9.1% return year to date and a 5.0% return over the last year, alongside a 2.8% decline over the past week and a 74.1% return over five years. Recent news coverage has focused...
NYSE:BOH
NYSE:BOHBanks

Assessing Bank of Hawaii (BOH) Valuation After Earnings Beat And Strengthened Outlook

Bank of Hawaii (BOH) is back in focus after fourth quarter 2025 results topped Wall Street expectations, with higher net interest income, wider net interest margin, disciplined costs, and an affirmed US$0.70 quarterly dividend. See our latest analysis for Bank of Hawaii. Investors have reacted positively to the earnings beat and ongoing buybacks, with the share price at US$74.14 and a 90 day share price return of 14.17%. The 5 year total shareholder return of 14.42% suggests steadier long...
NYSE:AORT
NYSE:AORTMedical Equipment

Is Artivion (AORT) Pricing Look Risky After Strong 1-Year Share Price Run?

If you are wondering whether Artivion at around US$41.29 is a fair price or starting to look stretched, you are not alone. This article will focus squarely on what the current share price could mean for value minded investors. The stock has seen a 6.8% decline over the last 7 days and a 10.9% decline over the last 30 days, yet it is still up 32.3% over the past year and has a very large 3 year return alongside a 70.4% return over 5 years. Recent price moves sit against a backdrop of...
NYSE:WU
NYSE:WUDiversified Financial

Western Union Balances Stablecoin Push And Intermex Deal With Low P/E

Western Union (NYSE:WU) plans to launch a USD stablecoin and a new Digital Asset Network. The company has also announced a pending acquisition of Intermex to expand its retail presence. Both initiatives are aimed at reshaping how Western Union participates in global money movement and remittances. Western Union, long known for cash focused remittances, is now moving deeper into digital assets through a planned USD stablecoin and supporting network. This comes as money transfer activity...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is It Too Late To Consider BWX Technologies (BWXT) After Its 94% One-Year Surge?

If you are wondering whether BWX Technologies at around US$216.30 is priced for perfection or still offers value, you are not alone. The share price has moved by 3.2% over the last 7 days, 23.3% over the past 30 days, 18.9% year to date and 94.4% over the past year, with a very large 5 year return that is well over 5x. Recent coverage around BWX Technologies has focused on its role in nuclear and defense related projects, as investors watch how these areas shape future contract pipelines and...
NYSE:GBCI
NYSE:GBCIBanks

The Bull Case For Glacier Bancorp (GBCI) Could Change Following Acquisition-Boosted Earnings And Rising Charge-Offs - Learn Why

In January 2026, Glacier Bancorp reported past fourth-quarter 2025 results showing net interest income of US$266.07 million and net income of US$63.78 million, alongside full-year net interest income of US$889.04 million and net income of US$239.03 million. The bank’s results reflected higher net interest income helped by its recent acquisitions, while net charge-offs rose to US$6.4 million in the quarter, including US$2.2 million in deposit overdraft losses. With Glacier Bancorp...
NasdaqGS:VEON
NasdaqGS:VEONWireless Telecom

Is VEON (VEON) Offering Opportunity After Nasdaq Focus And Strong Multi‑Year Gains?

Wondering if VEON at US$54.07 is offering value or asking too much? This article walks through what the current price might be implying about the company. The stock has been relatively steady over the last week with a 0.1% decline, while the 1 year return of 19.9% and 3 year return of 260.5% sit alongside a 30 day return of 3.0% and year to date return of 2.6%. Recent news coverage has focused on VEON's position as a telecom operator listed on the Nasdaq and on how investors are interpreting...
NasdaqGS:AAL
NasdaqGS:AALAirlines

American Airlines Group (AAL) Q4 Net Margin Of 0.2% Tests Bullish Earnings Growth Narrative

American Airlines Group (AAL) has wrapped up FY 2025 with Q4 revenue of US$14.0b and basic EPS of US$0.15, alongside net income of US$99m, putting fresh numbers behind a year where trailing 12 month revenue reached US$54.6b and EPS came in at US$0.17. Over the past few quarters, revenue has ranged from US$12.6b to US$14.4b with EPS swinging between a loss of US$0.72 and a profit of US$0.91, while passenger metrics such as an 82.7% Q4 load factor and revenue yield per available seat kilometer...
NYSE:ELF
NYSE:ELFPersonal Products

Is It Too Late To Consider e.l.f. Beauty (ELF) After Its Recent Share Price Pullback?

If you are wondering whether e.l.f. Beauty shares are offering good value at current levels, the key is to separate story from price and look closely at what the numbers are actually saying. The stock last closed at US$84.98, with returns of 7.0% over the past 30 days, 9.2% year to date, 45.2% over 3 years, 270.4% over 5 years, and a 19.8% decline over the past year. Investors have been reacting to ongoing coverage of e.l.f. Beauty's position in the mass market cosmetics segment and its...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

A Look At Astrana Health's Valuation After CMS Medicare Advantage Payment Proposal

The recent proposal from the Centers for Medicare & Medicaid Services for 2027 Medicare Advantage payment updates, which signals only modest payment growth, has become a key focus for Astrana Health (ASTH) shareholders after triggering a sharp price reaction. See our latest analysis for Astrana Health. The CMS proposal has come on top of what has already been a weak stretch for Astrana Health, with a 7 day share price return of a 17.54% decline, a 90 day share price return of a 30.84% decline...
NYSE:SGHC
NYSE:SGHCHospitality

Is Special Dividend And Reaffirmed Guidance Altering The Investment Case For Super Group (SGHC) (SGHC)?

In January 2026, Super Group (SGHC) reported strong fourth-quarter and full-year 2025 results and declared a US$0.25 per-share special cash dividend, payable on February 9, 2026 to shareholders of record as of February 2, 2026. The company also reaffirmed that its 2025 revenue is expected to fall within its prior US$2.17–US$2.27 billion guidance range, underscoring confidence backed by record active customers and deposits. With recent performance supported by a special dividend and...