U.S. Software Stock News

NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Nutanix Probes Put Revenue Shift Guidance Cut And Valuation In Focus

Several law firms have announced investigations into Nutanix (NasdaqGS:NTNX) over potential securities law violations. The probes follow Nutanix's recent disclosure of a revenue shift and a downward revision to its full year revenue guidance. These developments come as Nutanix shares trade at $41.24, with recent returns under pressure. Nutanix, trading under NasdaqGS:NTNX, is back in focus after its updated revenue outlook and guidance cut triggered legal scrutiny from multiple firms. The...
NYSE:TDOC
NYSE:TDOCHealthcare Services

Medicare Telehealth Uncertainty And BetterHelp Weakness Test Teladoc Valuation

Analysts are raising concerns that expiring Medicare telehealth reimbursement provisions could change how at-home virtual care visits are paid for, affecting Teladoc Health's (NYSE:TDOC) revenue mix. At the same time, BetterHelp, Teladoc's online therapy platform, is seeing a drop in monthly active users that analysts link to softer consumer sentiment. Together, these reimbursement questions and user trends are putting fresh attention on Teladoc's demand outlook across both medical and...
NYSE:CMRE
NYSE:CMREShipping

Is Costamare (CMRE) Pricing Reflect Its Strong Five Year Rally And Shipping Sector News

If you are wondering whether Costamare's current share price reflects its true worth, you are not alone. Many investors are asking the same question. Costamare's stock recently closed at US$16.33, with returns of 5.8% over 7 days, 3.9% over 30 days, 4.1% year to date, 98.0% over 1 year, 145.6% over 3 years and 241.2% over 5 years. Recent news around the container shipping and broader transportation sector has kept attention on companies like Costamare, as investors weigh supply chain trends,...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Is Charter Communications (CHTR) Share Slide Creating A Potential Opportunity For Investors

If you are wondering whether Charter Communications' recent share price slide has left the stock looking mispriced, you are not alone. The stock closed at US$182.99, with returns of a 0.7% decline over 7 days, an 11.7% decline over 30 days, a 12.6% decline year to date, a 49.9% decline over 1 year, a 52.4% decline over 3 years and a 70.3% decline over 5 years. Recent coverage has focused on Charter's position in the US cable and broadband market and how competitive pressures and changing...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Corvus Soquelitinib Data Spurs Phase 2 Plans And Fuels CRVS Reassessment

Corvus Pharmaceuticals reported positive Phase 1 results for soquelitinib in moderate to severe atopic dermatitis, including patients who had limited response to prior therapies. The trial showed encouraging efficacy and safety data, prompting the company to outline plans for a larger Phase 2 study. Corvus expects to begin enrolling patients in the Phase 2 trial in early 2026. For investors tracking Corvus Pharmaceuticals, ticker NasdaqGM:CRVS, this update comes with the stock at $22.08 and...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Assessing Ziff Davis (ZD) Valuation After Seven 2025 Acquisitions And Expanded AI And AWS Initiatives

Why Ziff Davis (ZD) is back on value investors' radar Recent discussion around Ziff Davis (ZD) centers on its seven acquisitions in 2025 across connectivity, cybersecurity, and MarTech, combined with active share repurchases and a focus on AI and AWS driven products. See our latest analysis for Ziff Davis. At a share price of $39.54, Ziff Davis has logged a 17.26% 90 day share price return and 16.33% year to date. Its 1 year total shareholder return of 28.12% and 3 year total shareholder...
NYSE:WEX
NYSE:WEXDiversified Financial

WEX Targets EV Fleets And Travel Payments With New Card Initiatives

WEX (NYSE:WEX) has launched a single fleet card that can be used for both traditional fuel purchases and public EV charging. The company has also entered a virtual card partnership with Nuvei to serve global travel merchants. For investors tracking NYSE:WEX, these product moves come with the stock trading at $156.7. Recent returns show a mixed picture, with the share price up 3.2% over the past week and 5.6% year to date, but with a 1-year return of a 13.7% decline and a 3-year return of a...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

Northwest Bancshares (NWBI) Net Interest Margin Of 3.69% Reinforces Bullish Profitability Narratives

Northwest Bancshares (NWBI) has put up a solid finish to FY 2025, with Q4 total revenue of US$172.2 million and basic EPS of US$0.31. The company also reported trailing 12 month revenue of US$599.1 million and EPS of US$0.93, alongside earnings growth of 25.8% over the last year. Over recent periods the company has seen total revenue move from US$498.1 million on a trailing basis in Q4 2024 to US$599.1 million in Q4 2025, while trailing EPS has gone from US$0.79 to US$0.93 as net margin held...
NYSE:AMPX
NYSE:AMPXElectrical

Is It Too Late To Consider Amprius Technologies (AMPX) After A 255% One-Year Surge?

If you are wondering whether Amprius Technologies at around US$11.58 is offering value or just excitement, you are not alone. The stock has posted a 3.7% return over the last 7 days, 40.0% over 30 days, 32.5% year to date, and 255.2% over the past year, which can change how investors think about both opportunity and risk. Recent attention has focused on Amprius Technologies as part of broader interest in battery and capital goods names, with investors watching how companies in this space...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

First Busey Buyback Completion Resets EPS And Dividend Potential

First Busey Corporation (NasdaqGS:BUSE) has completed a multi year share repurchase program, retiring over 10% of its outstanding shares since 2015. The company announced the conclusion of the buyback alongside its latest annual earnings report. The end of the program marks a key capital allocation milestone that may influence future earnings per share calculations. First Busey, the holding company for Busey Bank, operates as a regional financial services provider with a focus on community...
NYSE:ACVA
NYSE:ACVACommercial Services

Is ACV Auctions (ACVA) Share Price Slide Creating A Long Term Opportunity For Investors

If you are wondering whether ACV Auctions' share price reflects its underlying value, this article walks through the key numbers that matter to you as a long term investor. The stock last closed at US$8.35, with returns of 1.1% over 30 days, a 0.7% gain year to date, but a 60.9% decline over the past year and a 14.8% decline over three years. Recent market attention has focused less on headlines and more on how ACV Auctions' business model and sector exposure stack up against peers. This has...
NYSE:TOST
NYSE:TOSTDiversified Financial

New Toast Accounting Chief Signals Focus On Payments Reporting And Growth

Toast (NYSE:TOST) appointed Rossana Niola as Chief Accounting Officer and Principal Accounting Officer. Niola previously held senior accounting roles at Mastercard. The appointment reflects a leadership change in Toast's finance organization. Toast focuses on cloud based restaurant management and payment solutions, an area that continues to attract attention as operators look for more integrated software and payments platforms. Leadership moves in the finance function can matter for how a...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla (TSLA) Valuation Check After Recent Share Price Weakness And Diverging Fair Value Estimates

Tesla stock: recent performance snapshot Tesla (TSLA) has seen mixed share price moves, with a 1 day return of about a 1% decline and a small 7 day decline. The month and past 3 months both show deeper negative returns. Over longer horizons, the 1 year, 3 year, and 5 year total returns are positive. The 3 year figure is described as very large, indicating that earlier investors have experienced substantial cumulative gains despite recent pullbacks. See our latest analysis for Tesla. At a...
NYSE:CBU
NYSE:CBUBanks

Community Financial System (CBU) Margin Improvement Challenges Bearish Profitability Narrative

Community Financial System (CBU) has just closed out FY 2025 with fourth quarter revenue of US$210.5 million and basic EPS of US$1.03, while trailing twelve month revenue came in at US$796.7 million and EPS at US$3.98. The company has seen revenue move from US$190.1 million and EPS of US$0.94 in Q4 2024 to US$210.5 million and EPS of US$1.03 in Q4 2025. This gives investors a clear view of both quarterly and full year earnings power as they weigh the new numbers against the current share...
NYSE:ASGN
NYSE:ASGNIT

ASGN’s Quinnox Deal And Everforth Rebrand Reshape Growth And Valuation Story

ASGN (NYSE:ASGN) has acquired Quinnox, a digital services company, adding digital engineering capabilities and global delivery to its portfolio. The company plans to consolidate its various brands under a new corporate name, Everforth, as part of a broad rebranding effort. These moves represent a material shift in ASGN’s operating structure and brand identity that has not been covered in our prior discussions. ASGN, known for IT services and professional staffing, is leaning further into...
NasdaqGS:NFE
NasdaqGS:NFEOil and Gas

A Look At New Fortress Energy (NFE) Valuation As Restructuring And South American LNG Plans Unfold

New Fortress Energy (NFE) is back in focus after outlining a proposed restructuring to address cash flow pressures, while simultaneously pursuing South American partnerships and LNG technology projects that sit alongside ongoing losses and a sizeable debt load. See our latest analysis for New Fortress Energy. The proposed restructuring and South American LNG projects come after a volatile period, with a 30 day share price return of 18.80% and a year to date share price return of 25.23%...
NasdaqGS:PROV
NasdaqGS:PROVBanks

Provident Financial Holdings (PROV) Q2 EPS Steady As High Cost Ratio Tests Bull Narratives

Provident Financial Holdings (PROV) has put up a quiet quarter on the top line, with Q2 2026 revenue at US$10.0 million and basic EPS of US$0.22, supported by trailing twelve month figures of US$40.8 million in revenue and EPS of about US$1.00. Over the last few quarters, revenue has moved within a tight band from US$9.0 million in Q2 2025 to US$10.7 million in Q3 2025, while quarterly EPS has ranged from US$0.13 to US$0.28. This leaves investors to focus on how the latest print fits into...
NasdaqGM:BZAI
NasdaqGM:BZAISemiconductor

Assessing Blaize Holdings (BZAI) Valuation After New Nokia And Telangana AI Memorandums Of Understanding

Blaize Holdings (BZAI) is drawing fresh attention after two recent MoUs, one with Nokia Solutions and Networks Singapore for Asia Pacific AI deployments and another with the Government of Telangana to launch the Telangana AI Innovation Hub. See our latest analysis for Blaize Holdings. The recent MoUs with Nokia and the Government of Telangana arrive after a sharp share price return decline of around 50% over the past 90 days and a 1 year total shareholder return loss of about 64%. However,...
NYSE:FDS
NYSE:FDSCapital Markets

Is FactSet Research Systems (FDS) Share Slide Creating A Long Term Opportunity For Investors

If you have been wondering whether FactSet Research Systems is attractively priced or still looks expensive, you are not alone. The stock last closed at US$268.66, with returns of a 3.0% decline over 7 days, an 8.0% decline over 30 days, a 5.7% decline year to date, a 42.2% decline over 1 year, a 34.5% decline over 3 years, and an 11.3% decline over 5 years, which can change how investors think about both risk and opportunity. This article was prompted to provide ongoing coverage of FactSet...
NYSEAM:CET
NYSEAM:CETCapital Markets

Undervalued Small Caps With Insider Buying Across Regions

As the U.S. market experiences a mixed performance with the S&P 500 reaching record highs while consumer sentiment remains low, small-cap stocks present intriguing opportunities for investors seeking value in a dynamic economic environment. In this context, identifying small-cap companies with strong fundamentals and potential insider confidence can be particularly appealing amidst broader market fluctuations.
NasdaqGM:MDB
NasdaqGM:MDBIT

US High Growth Tech Stocks To Watch For Potential Gains

As the S&P 500 reaches new heights and the tech-heavy Nasdaq experiences a robust rally, driven by strong performances in technology stocks, the U.S. market is buzzing with optimism despite mixed signals from other sectors like healthcare. In this environment of heightened interest in technology shares, investors are keenly watching high-growth tech stocks that have shown resilience and potential for expansion, making them intriguing options to consider amidst current economic dynamics.
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

DLocal And 2 Other Stocks That May Be Priced Below Their Estimated Value

As the S&P 500 reaches new heights and the Nasdaq benefits from a tech rally, investors are keenly observing mixed signals in the market, including a significant drop in healthcare stocks and record highs for gold. In this fluctuating environment, identifying undervalued stocks can be crucial for investors looking to capitalize on potential growth opportunities amidst broader economic optimism and consumer spending resilience.