U.S. Software Stock News

If you are wondering whether Pediatrix Medical Group is attractively priced after its recent run, this article will walk through what the current share price might be implying about its value. The stock last closed at US$20.53, with returns of 42.0% over 1 year and 33.7% over 3 years. However, the last 7 days, 30 days and year to date show declines of 5.5%, 6.1% and 3.6% respectively. Recent share price moves have put more attention on how the business is being valued. This is why many...

NGL Energy Partners (NGL) has drawn fresh attention after surpassing revenue forecasts while reporting earnings per share below expectations. This mix coincided with a positive share price reaction and renewed interest in its midstream operations. See our latest analysis for NGL Energy Partners. That strong revenue print and the recent 52 week high have come alongside a 90 day share price return of 78.28% and a 1 year total shareholder return of 108.59%, so recent momentum is building on...

Jabil (NYSE:JBL) reported significant board changes following its annual meeting, with two directors offering to resign after not receiving majority shareholder support. The company appointed three new directors to its board, including a new Chairman, marking a major refresh of its leadership at the board level. These moves introduce fresh oversight and could influence how Jabil sets priorities for capital allocation, risk management, and long term planning. Jabil is a manufacturing...

Medical Properties Trust has recently drawn attention as call option trading volume surged to several times typical levels, pushing up implied volatility ahead of its February 26 earnings release. This combination of heavier-than-usual options activity and improving earnings estimates signals that many market participants are positioning for meaningful news around the upcoming results. With this backdrop of elevated call option activity, we will examine how these expectations shape Medical...

In its fourth-quarter 2025 investor letter, Meridian Growth Fund reported that Certara, Inc. underperformed after service bookings came in weaker than expected, prompting management to slightly lower guidance. The fund also pointed to Certara’s ongoing transformation under a new CEO, including a more commercially focused approach and potential sale of a non-core business, even as its biosimulation tools supported a majority of recent FDA drug approvals. Next, we’ll examine how softer...

Alexandria Real Estate Equities (ARE) just closed out FY 2025 with Q4 revenue of US$754.1 million, basic EPS of a US$6.35 loss per share and funds from operations of US$329.0 million, giving investors a clear snapshot of top line scale and REIT specific cash generation. Over the past six quarters, revenue has moved in a tight band between US$791.7 million and US$752.1 million, while basic EPS has ranged from US$0.96 per share to a US$8.44 loss on a trailing twelve month basis. This...

Clear Channel Outdoor announced it has secured a multi-year exclusive media contract with CapMetro to modernize and expand advertising across more than 400 buses and 10 rail stations in the fast-growing Austin area, reaching over two million monthly riders. This deal meaningfully extends Clear Channel’s existing Austin-Bergstrom International Airport footprint into citywide transit, creating a single out-of-home platform that follows consumers from arrival through their daily commutes,...

If you are wondering whether Etsy's current share price reflects its true worth, you are not alone. Many investors are asking the same question as the stock continues to move around key levels. Etsy closed at US$58.63, with a 0.5% decline over the last 7 days, a 5.2% gain over 30 days, a 2.4% gain year to date, a 5.1% gain over 1 year, but declines of 57.4% over 3 years and 72.1% over 5 years. Recent coverage has focused on how Etsy fits into the broader online retail and e commerce space,...

Republic Services was named one of Fortune's World's Most Admired Companies for the fifth time. The company was recognized by Ethisphere as one of the World's Most Ethical Companies for the seventh time. Republic Services also earned Great Place to Work certification for the ninth consecutive year. For investors tracking NYSE:RSG, these recognitions highlight how Republic Services is viewed on ethics, culture, and corporate reputation, not just on financials. The stock most recently closed...

If you are wondering whether Insulet's current share price lines up with its underlying business, you are not alone. This piece aims to unpack that question. Insulet's stock last closed at US$264.91, with returns of a 7% decline over the past week, 7.8% decline over the past month and 6.4% decline year to date, alongside a 4.4% decline over 1 year, 8.8% decline over 3 years and 3.5% decline over 5 years. Recent market attention on Insulet has been shaped by ongoing discussion around insulin...

First Farmers and Merchants (FFMH) has just posted its FY 2025 numbers, with fourth quarter revenue of US$17.7 million and EPS of US$1.18, while trailing twelve month revenue landed at US$67.2 million and EPS at US$4.65. Over recent periods, revenue has moved from US$15.8 million in Q1 2025 to US$17.0 million in Q3 and US$17.7 million in Q4, with quarterly EPS ranging between US$1.11 and US$1.21 across the year. This provides a clear view of how consistent earnings power and margins are for...

Allegiant Travel Company, ticker NasdaqGS:ALGT, has been recognized as a top U.S. airline, highlighting recent industry recognition. The company announced senior leadership promotions tied to integration planning for its proposed combination with Sun Country. An Integration Management Office has been created to coordinate planning for the proposed transaction. For investors, the recognition comes at a time when Allegiant Travel's share price stands at $85.35, with a 1-year return of a 17.2%...

RTX (RTX) closed out FY 2025 with fourth quarter revenue of US$24.2b and basic EPS of US$1.21, supported by net income of US$1,622m, while trailing twelve month revenue reached US$88.6b with basic EPS of US$5.02. Over recent quarters, revenue has moved from US$21.6b in Q4 2024 to US$24.2b in Q4 2025, with quarterly basic EPS ranging from US$1.10 in Q3 2024 to US$1.43 in Q3 2025. This gives investors a clear view of how the earnings line has tracked alongside top line expansion. With trailing...

Kaiser Aluminum (KALU) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns and a stronger pattern over the past 3 months and year. See our latest analysis for Kaiser Aluminum. At a share price of $123.01, Kaiser Aluminum has recently seen short term share price weakness, but its 30 day share price return of 4.64% and 90 day share price return of 32.8% sit alongside a 1 year total shareholder return of 78.24%, hinting that momentum has...

If you are wondering whether Circle Internet Group at around US$69.96 is a bargain or just expensive hype, you are not alone. This article is built to help you frame that question clearly. The stock has recently been under pressure, with a 7 day return of 3.8% decline, a 30 day return of 13.9% decline, and a year to date return of 16.2% decline. This may change how you think about both risk and potential opportunity. Recent coverage of Circle Internet Group has focused on its role in the...

Zebra Technologies (NasdaqGS:ZBRA) and Sentinel have partnered on AI powered inspection solutions for automotive manufacturers. The collaboration combines Zebra's 3D Profile Sensor hardware with Sentinel's AI software to inspect components on production lines. Automotive plants using the joint solution report lower defect rates and shorter production times. Zebra Technologies, known for its data capture and automation equipment, is extending its reach further into AI driven manufacturing...

If you are wondering whether NNN REIT is offering good value at its current price, you are not alone; many income focused investors are asking the same question. The stock last closed at US$42.17, after a 1.2% decline over the past week, a 6.7% gain over the last month and year to date, and an 11.1% return over the past year, with longer term returns of 3.8% over 3 years and 33.3% over 5 years. Recent attention on NNN REIT has largely centered on its position within the U.S. net lease real...

SM Energy shareholders have approved an all stock merger with Civitas Resources. The deal clears the way for a combined company with a new leadership team and an expanded board. Elizabeth A. McDonald is set to become CEO, and Blake D. McKenna is expected to take the COO role after closing. SM Energy (NYSE: SM) enters this merger at a share price of $19.28, with a mixed recent track record. The stock is up 5.8% over the past week and 4.2% over the past month, while 1-year and 3-year returns...

Melco Resorts & Entertainment (NasdaqGS:MLCO) is exploring a potential sale of its City of Dreams Manila integrated resort. The company is assessing options that could generate significant proceeds and materially reduce its debt. The review focuses on how a sale might reshape Melco's balance sheet and future focus within its resort portfolio. Melco Resorts & Entertainment, listed on NasdaqGS:MLCO, operates integrated resorts with a focus on premium mass and VIP gaming, hospitality, and...

Wondering if Molson Coors Beverage is quietly offering value at its current share price, or if the market has it about right? This article walks through that question in plain terms. The stock most recently closed at US$48.46, after a 3.1% decline over the last 7 days, a 4.4% return over 30 days, a 2.2% return year to date and an 8.4% decline over the past year, with a 1.4% and 13.9% return over 3 and 5 years respectively. Recent attention on established beverage brands, shifting consumer...

Travelers Companies (NYSE:TRV) has expanded its share repurchase authorization, signaling an updated capital return plan for shareholders. The company also announced a new partnership with Anthropic to roll out personalized AI assistants across nearly one third of its workforce. Both the buyback expansion and the AI deployment are intended to support Travelers' long term priorities in capital allocation and digital transformation. Travelers is a major US property and casualty insurer, so...

Earlier this week, NVIDIA and CoreWeave announced an expanded collaboration under which NVIDIA invested US$2.00 billion at US$87.20 per share to help CoreWeave build more than 5 gigawatts of AI “factories” by 2030 using NVIDIA’s accelerated computing platforms. A distinctive aspect of the deal is NVIDIA’s plan to test and validate CoreWeave’s AI-native software and potentially fold it into NVIDIA reference architectures, deepening CoreWeave’s integration into the broader AI infrastructure...

Seaport Global’s decision to upgrade Stepan (SCL) from Neutral to Buy puts fresh attention on this specialty chemicals company, as ratings changes can quickly shift how investors view risk and opportunity. See our latest analysis for Stepan. Stepan’s recent 7 day share price return of 9.86% and 30 day gain of 19.27% suggest momentum has picked up ahead of Seaport’s rating change. However, the 1 year total shareholder return decline of 10.15% and 5 year total shareholder return decline of...

Capital Bancorp (CBNK) just posted full year 2025 numbers with Q4 revenue of US$58.8 million and basic EPS of US$0.91, alongside trailing twelve month revenue of US$230.0 million and EPS of US$3.45. Over the past year, revenue has moved from US$170.7 million on a trailing basis to US$230.0 million, while trailing EPS has shifted from US$2.12 to US$3.45, giving investors a clear view of how the income statement has evolved into the latest print. With net profit margins now sitting at 24.9%...