U.S. Software Stock News

NYSE:OFG
NYSE:OFGBanks

Does OFG Bancorp’s (OFG) Bigger Buyback Reveal Its True Capital Allocation Priorities?

OFG Bancorp recently announced that its Board of Directors approved a new open-ended US$200 million stock repurchase authorization and raised the regular quarterly cash dividend by 17% to US$0.35 per share, payable on April 15, 2026, to shareholders of record on March 31, 2026. These capital actions, coming alongside the completion of a prior buyback program and higher quarterly earnings, highlight management’s current focus on returning excess capital to shareholders. Against this backdrop,...
NYSE:PRG
NYSE:PRGConsumer Finance

A Look At PROG Holdings (PRG) Valuation After Mixed Recent And Long Term Shareholder Returns

How PROG Holdings Stock Has Been Performing PROG Holdings (PRG) has drawn attention after a mixed period for shareholders, with the stock showing a monthly gain along with a past 3‑month advance but a weaker 1‑year total return. Over the past month, the stock return is about 6.5%, while the past 3‑month figure is roughly 10.7%. Year to date, the return is close to 10.6%, but the 1‑year total return reflects a decline of about 21.5%. Looking further back, the 3‑year total return is about...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 (FFIV) Net Margin Strength Reinforces Bullish Narratives Despite Modest Growth Forecasts

F5 (FFIV) has just opened its Q1 2026 scorecard with revenue of US$822.5 million and basic EPS of US$3.12, framed against trailing 12 month revenue of about US$3.1 billion and EPS of US$12.23. Over the past year, the company has seen quarterly revenue move from US$766.5 million in Q1 2025 through US$810.1 million in Q4 2025 to US$822.5 million in the latest quarter, while basic EPS tracked from US$2.85 to US$3.30 and now US$3.12. Taken together, this sets up a picture of solid scale with...
NYSE:PEB
NYSE:PEBHotel and Resort REITs

Is Pebblebrook Hotel Trust (PEB) A Potential Opportunity After Prolonged Share Price Weakness?

If you are wondering whether Pebblebrook Hotel Trust is priced attractively right now, this article will walk through what the current share price could mean for long term investors. The stock last closed at US$11.31, with returns of an 8.9% decline over 7 days, a 1.5% decline over 30 days, a 2.1% decline year to date, a 14.8% decline over 1 year, a 31.8% decline over 3 years, and a 42.6% decline over 5 years. Recent price moves are often influenced by changing expectations around the hotel...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Is It Time To Reassess Appian (APPN) After Prolonged Share Price Weakness?

If you are wondering whether Appian's current share price reflects its underlying worth, you are not alone. Many investors are asking the same question right now. The stock recently closed at US$30.21, with returns of 6.3% over the last 7 days, a 15.3% decline over 30 days, an 11.3% decline year to date, a 14.2% decline over 1 year and a 30.5% decline over 3 years, while the 5 year return stands at an 85.4% decline. Recent company news has focused on Appian's position in low code software...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Is Vera Therapeutics (VERA) Attractive After Recent Share Price Pullback And DCF Upside?

If you are wondering whether Vera Therapeutics at around US$45 a share still offers value, the key question is how its current price compares with what the business might reasonably be worth. The stock has seen a mixed run, with an 18.9% return over the past year but declines of 1.4% over the last week, 13.7% over the last month and 7.2% year to date. This can change how the market views both its potential and its risks. Recent attention on Vera Therapeutics has largely centered on its drug...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

Freddie Mac Securitization Update Highlights Valuation Gap And Ongoing Risks

Freddie Mac OTCPK:FMCC released its Monthly Volume Summary for December 2025, detailing recent activity across its mortgage portfolio. New preliminary ratings were assigned by KBRA to Freddie Mac mortgage pass through certificates, linked to recent securitization activity. The latest Monthly Volume Summary provides a closer look at how Freddie Mac is managing its book of mortgages, including guarantees and securitizations. As a government sponsored enterprise focused on housing finance, the...
NasdaqGS:CFFI
NasdaqGS:CFFIBanks

C&F Financial (CFFI) Margin Improvement Reinforces Bullish Narratives Despite Mixed Long Term Earnings

C&F Financial (CFFI) has wrapped up FY 2025 with fourth quarter total revenue of US$32.3 million and basic EPS of US$2.07, while trailing twelve month revenue came in at US$129.3 million and EPS at US$8.34, alongside 36.1% earnings growth over the year. Over recent quarters, total revenue has moved from US$28.5 million in Q4 2024 to US$34.3 million in Q2 2025 before settling at US$32.3 million in Q4 2025, with quarterly EPS ranging from US$1.66 in Q1 2025 to US$2.37 in Q2 2025. With net...
NYSE:UNM
NYSE:UNMInsurance

Is It Too Late To Revisit Unum Group (UNM) After Its Strong Multi‑Year Rally?

If you are wondering whether Unum Group at around US$76 a share still offers solid value after its long run, this article will walk through what the current price might be implying. The stock has barely moved over the last year with a 0.4% return, even after a very strong 3 year return of about 90% and a very large 5 year gain that is close to 3x. Recent attention on Unum Group has largely focused on its position as a US life and disability insurer, with investors weighing how its risk...
NasdaqGM:FLY
NasdaqGM:FLYAerospace & Defense

Assessing Firefly Aerospace (FLY) Valuation As Alpha Flight 7 And Lock Up Expiry Approach

Firefly Aerospace (FLY) is back in focus as traders weigh two near term catalysts: the upcoming Alpha rocket Flight 7 launch and a lock up expiry that could add more shares to the market. See our latest analysis for Firefly Aerospace. Recent trading has been choppy, with a 9.18% intraday drop and heightened attention on the lock up expiry. However, a 30 day share price return of 22.29% and a 90 day return of 18.04% suggest momentum is still building from a volatile base at $28.86. If...
NasdaqGS:FA
NasdaqGS:FAProfessional Services

Assessing First Advantage (FA) Valuation After Prolonged Share Price Weakness And Reported Net Income Loss

Recent share performance context First Advantage (FA) has drawn attention after a period of weaker share performance, with the stock around $12.91 and total return figures indicating declines over the past year and year to date. Against that backdrop, investors are weighing the company’s reported revenue of $1.46b and a net income loss of $138.659m, alongside a value score of 4 and an indicated intrinsic discount of about 52%. See our latest analysis for First Advantage. Recent trading has...
NYSE:KOS
NYSE:KOSOil and Gas

A Look At Kosmos Energy (KOS) Valuation As It Extends Senior Notes Tender Offer Deadline

Kosmos Energy (KOS) extended the early tender and withdrawal deadline for its cash offer to repurchase up to $250 million of its 7.750% Senior Notes due 2027, reshaping near term debt management considerations. See our latest analysis for Kosmos Energy. The decision to extend the tender offer comes as Kosmos Energy’s share price, now at $1.52, has shown strong recent momentum, with a 1 month share price return of 72.92% and a year to date share price return of 70.25%. This is despite a 1 year...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

Did Alliance Resource Partners' (ARLP) Reaffirmed US$0.60 Payout Quietly Redefine Its Income-Investor Narrative?

Alliance Resource Partners, L.P. recently announced that its board approved a cash distribution of US$0.60 per unit for the quarter ended December 31, 2025, payable on February 13, 2026 to unitholders of record as of February 6, 2026. This payout underlines the partnership’s continued use of cash distributions as a key tool for returning capital to its unitholders. Next, we’ll examine how this reaffirmed US$0.60 per-unit cash distribution shapes Alliance Resource Partners’ broader investment...
NYSE:RDW
NYSE:RDWAerospace & Defense

Redwire SHIELD Contract Highlights Missile Defense Opportunity And Execution Questions

Redwire (NYSE:RDW) has been selected for a major U.S. Missile Defense Agency SHIELD contract. The award places Redwire among a small group of companies eligible for significant national defense work under the SHIELD program. The company is also realigning its business under a more unified brand and focus tied to defense and space infrastructure. For you as an investor, this SHIELD award highlights how Redwire is positioning itself at the intersection of space technology and missile defense...
NasdaqGS:ERIE
NasdaqGS:ERIEInsurance

How Erie Indemnity’s (ERIE) 13.2% Revenue Growth and Market Share Gains Could Reshape Its Investment Narrative

Erie Indemnity recently drew fresh attention for its long-standing role as attorney-in-fact for Erie Insurance Exchange, overseeing policy issuance, claims handling, and investment services under a business model dating back to 1925. What stands out in the latest discussion is Erie Indemnity’s combination of strong market share gains, exceptional 13.2% annual revenue growth over the last two years, and market-beating return on equity, underscoring how efficiently it converts its unique...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

AeroVironment Faces BADGER Setback As New R&D And BVLOS Bets Grow

U.S. government issues a stop work order on AeroVironment's BADGER phased array antenna contract for the Space Force's SCAR program, pending renegotiation under firm fixed price terms. AeroVironment secures a $75 million U.S. Air Force task order to develop advanced biotechnology and materials R&D. The company and CAL Analytics open an operational Beyond Visual Line of Sight airspace management facility in Ohio. AeroVironment, NasdaqGS:AVAV, is seeing several important contract shifts...