U.S. Software Stock News

NasdaqGS:REAL
NasdaqGS:REALSpecialty Retail

A Look At RealReal (REAL) Valuation As Athena Targets Faster Luxury Resale Operations

How Athena could matter for RealReal stock The RealReal (REAL) recently rolled out its Athena system, a technology that helps validate luxury goods and shorten the time from item drop off to online listing. This development has put operational efficiency in sharper focus for investors. See our latest analysis for RealReal. Despite the Athena launch sharpening the focus on efficiency, RealReal’s recent share price performance has been mixed, with a 7 day share price return of 8.26% and a 90...
NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

A Look At Clover Health (CLOV) Valuation After Optimistic Analyst Views And 2026 Profitability Target

Why Clover Health is Back on Investors’ Radar Recent analyst commentary on Clover Health Investments (CLOV) has focused on three main areas: rapid Medicare Advantage membership growth, operational improvements, and management’s expectation of achieving GAAP profitability in 2026. See our latest analysis for Clover Health Investments. At a share price of US$2.59, Clover Health has seen a 7.47% year to date share price return and a 2.37% 1 month share price return, but a 32.20% 3 month share...
NYSE:GPGI
NYSE:GPGITech

GPGI Transformation Into Diversified Platform Raises New Capital Allocation Questions

CompoSecure has rebranded as GPGI and is now trading under a new ticker on the NYSE, reflecting a broader corporate identity. Graham Robinson has been appointed President and CEO, alongside changes to the board and the company’s independent auditor. GPGI has completed a major business combination with Husky Technologies, forming a diversified platform with multiple business segments. GPGI, now listed as NYSE:CMPO, is trading at a share price of $25.05. Over the last three years, the stock...
NYSE:IRT
NYSE:IRTResidential REITs

A Look At Independence Realty Trust’s Valuation As Analyst Views Turn More Mixed

Recent analyst commentary on Independence Realty Trust (IRT) has become more mixed, as bullish views from Citizens JMP and UBS now meet a hold downgrade from Deutsche Bank. This shift places the REIT more squarely under investor scrutiny. See our latest analysis for Independence Realty Trust. At a share price of $16.84, Independence Realty Trust has seen mixed momentum, with a 90 day share price return of 3.57% but a 1 year total shareholder return decline of 6.88%. This suggests sentiment...
NYSE:BURL
NYSE:BURLSpecialty Retail

What Burlington Stores (BURL)'s Revenue Beat And Softer Outlook Mean For Shareholders

Burlington Stores recently reported quarterly results showing a 7.1% year-on-year revenue increase and an EBITDA outcome above analyst estimates, while offering slightly softer revenue guidance for the upcoming quarter. Management highlighted that comparable store sales rose 1% despite weather-related traffic headwinds, and that Burlington lagged its off-price peers on revenue growth even as performance still improved. We’ll now examine how Burlington’s revenue growth alongside an EBITDA...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

A Look At Talen Energy (TLN) Valuation After A Strong Year And Softer Recent Share Moves

Talen Energy (TLN) has drawn attention after a share price around $366 and recent mixed returns, including a 3.5% one day decline and negative moves over the past month and the past 3 months. See our latest analysis for Talen Energy. With the share price at about $366.43 and recent share price returns of 3.5% over 1 day, 4.5% over 30 days and 10.2% over 3 months, short term momentum looks softer compared with the 49.5% total shareholder return over the past year, which still points to a...
NasdaqCM:OCGN
NasdaqCM:OCGNBiotechs

Assessing Ocugen (OCGN) Valuation After Positive OCU410 Gene Therapy Data And Equity Raise

Ocugen (OCGN) is back on the radar after reporting preliminary 12 month data for its OCU410 gene therapy in geographic atrophy, alongside a recent US$22.5 million follow on equity offering at US$1.50 per share. See our latest analysis for Ocugen. Ocugen’s latest OCU410 trial update and the US$22.5 million equity raise come after a period where the stock has seen a 20.29% year to date share price return and a very large 112.82% one year total shareholder return. This suggests recent news is...
NYSE:BH.A
NYSE:BH.AHospitality

Biglari Holdings Adds $500m Shelf To Fuel Growth And Flexibility

Biglari Holdings filed for a $500 million follow on equity offering and shelf registration. The filing covers the potential issuance of Class A and Class B Common Stock. The move gives the company flexibility to raise capital over time as conditions allow. For a company the size of Biglari Holdings, ticker NYSE:BH.A, a $500 million follow on shelf is a meaningful step, particularly with the stock at a current share price of $2,434.13. The filing directly relates to how the company might...
NYSE:VG
NYSE:VGOil and Gas

Venture Global (VG) Is Up 12.3% After Arbitration Win And Bullish Chart Buzz Has The Bull Case Changed?

In recent days, liquefied natural gas supplier Venture Global secured an arbitration victory over Repsol while continuing separate disputes with BP and Shell, coinciding with growing attention around its Class of 2025 IPO status. Alongside its legal win, Venture Global has attracted interest for what analysts describe as bullish chart patterns, highlighting how legal outcomes and technical sentiment are jointly shaping perceptions of this newly public LNG player. Next, we’ll examine how...
NYSE:ST
NYSE:STElectrical

A Look At Sensata Technologies (ST) Valuation After New EV High Voltage Contactor Launch

Sensata Technologies Holding (ST) has introduced its STEV high voltage contactor series for battery electric and plug in hybrid vehicles, spotlighting a core piece of EV hardware that directly affects safety, efficiency and system reliability. See our latest analysis for Sensata Technologies Holding. Despite the STEV launch and recent segment reorganization, Sensata’s share price at US$34.45 has had mixed momentum, with a 90 day share price return of 8.06% but a 5 year total shareholder...
NYSE:AYI
NYSE:AYIElectrical

Is It Time To Reassess Acuity Brands (AYI) After The Recent Share Price Pullback

If you are wondering whether Acuity is starting to look like value at its current share price, you are not alone. This article will focus on what the numbers are actually saying. The stock last closed at US$315.25, with returns of a 1.6% decline over 7 days, a 15.3% decline over 30 days, a 15.6% decline year to date, a 5.7% decline over 1 year, 71.6% over 3 years and 165.5% over 5 years. This gives a mixed picture for investors thinking about their next move. Recent price moves have arrived...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

Is It Time To Reconsider ADP (ADP) After Recent Share Price Weakness?

If you have ever wondered whether Automatic Data Processing (ADP) is fairly priced or offering value right now, this article is designed to walk you through that question step by step. The stock last closed at US$257.87, with a 1% decline over the past week, a broadly flat 30 day return of 0.1%, a 2% gain year to date, a 11.3% decline over the last year, and returns of 24.8% and 73.3% over the past 3 and 5 years respectively. Recent headlines around ADP have focused on its role as a core...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Is Sirius XM (SIRI) Pricing Reflect A Potential Rebound After Multi Year Share Price Weakness

If you have been wondering whether Sirius XM Holdings is priced fairly at around US$20.51, this article walks through the numbers so you can make up your own mind about its value. The stock has been relatively steady recently, with a 0.3% return over the last 7 days, flat year to date, and a 2.0% decline over the past year, alongside deeper 61.6% and 61.4% declines over the last 3 and 5 years. Recent coverage of Sirius XM has focused on its position in US audio entertainment and investor...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

Could STRA’s New Spanish-Language Workforce Edge Programs Reframe Its Employer-Funded Education Strategy?

Workforce Edge, powered by Strategic Education, previously announced a partnership with NUC University to add more than 60 English- and Spanish-language academic programs, delivered online, in person, and via hybrid formats across Florida and Puerto Rico. This collaboration brings the platform’s first Spanish-language offering, highlighting a push to make employer-funded education more accessible for Spanish-speaking employees and their career progression. We’ll now examine how adding...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington Bancshares Q4 Cost Ratio Spike Tests Bullish Margin Resilience Narratives

Huntington Bancshares (HBAN) just wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion and basic EPS of US$0.31, anchored by net income of US$476 million. Over the past year, total revenue has moved from US$6.9 billion on a trailing basis at the end of 2024 to US$7.7 billion at the end of 2025, while trailing basic EPS shifted from US$1.24 to US$1.41. With net interest margin and cost to income metrics highlighting how efficiently those earnings are being produced, the latest...
NYSE:PNW
NYSE:PNWElectric Utilities

A Look At Pinnacle West Capital (PNW) Valuation As Q4 Results Approach After Strong Q3 And Upgraded Outlook

Pinnacle West Capital (PNW) is back in the spotlight as investors look ahead to the upcoming Q4 2025 earnings release, following a Q3 report that featured net income growth, customer gains, and record Arizona demand. See our latest analysis for Pinnacle West Capital. The recent focus on upcoming Q4 results follows Q3 net income growth, customer gains, and record Arizona demand. The share price is at $92.17 and the 1 year total shareholder return is 11.9%, which may suggest steadily improving...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Is It Too Late To Consider Weatherford International (WFRD) After A 30% One-Year Rise?

For investors wondering whether Weatherford International at around US$89.93 is offering good value or if the easy money has already been made, this article focuses on what the current price might mean. The stock has posted returns of 7.4% over the last week, 15.1% over the last month, 11.2% year to date and 30.3% over the last year, which raises questions about whether the recent run still lines up with fundamentals. Over the past few years the share price move has been very large, with a...
NYSE:BY
NYSE:BYBanks

Byline Bancorp (BY) Net Interest Margin Of 4.28% Tests Cautious Growth Narratives

Byline Bancorp (BY) has just wrapped up FY 2025 with Q4 revenue of US$107.1 million and basic EPS of US$0.77, while on a trailing twelve month basis revenue stands at US$410.0 million with basic EPS of US$2.90. Over the last few quarters, revenue has moved from US$94.4 million in Q3 2024 to US$93.9 million in Q1 2025, then to US$98.5 million in Q2 and US$110.4 million in Q3 before landing at US$107.1 million in Q4, with EPS ranging from US$0.65 to US$0.82 across that stretch. This gives a...
NYSE:WM
NYSE:WMCommercial Services

Is Waste Management (WM) Pricing Still Attractive After Strong Multi‑Year Share Gains

If you are wondering whether Waste Management's share price still makes sense at current levels, this article walks through what that price could imply about value. The stock most recently closed at US$229.23, with returns of 3.6% over the last 7 days, 3.6% over 30 days, 5.0% year to date, 11.1% over 1 year, 57.4% over 3 years and 122.8% over 5 years. This performance may prompt questions about how much future upside or risk is already reflected. Recent attention on Waste Management has...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Cathay General Bancorp (CATY) Margin Strength Reinforces Bullish Earnings Quality Narratives

Cathay General Bancorp (CATY) closed out FY 2025 with fourth quarter revenue of US$205.6 million and basic EPS of US$1.34, supported by trailing twelve month revenue of US$745.3 million and EPS of US$4.55. The company reported a move in revenue from US$692.2 million on a trailing basis at the end of 2024 to US$745.3 million by the fourth quarter of 2025, while EPS shifted from US$3.97 to US$4.55 over the same period. This gives investors a clearer view of how the earnings base is tracking...
NasdaqGS:DYN
NasdaqGS:DYNBiotechs

Dyne Therapeutics (DYN) Is Up 7.8% After Japan Grants Orphan Status To DM1 Drug Candidate

Dyne Therapeutics recently announced that Japan’s Ministry of Health, Labour and Welfare granted Orphan Drug designation to zeleciment basivarsen for treating myotonic dystrophy type 1, complementing ongoing Phase 1/2 ACHIEVE trial work. This latest designation, adding to similar statuses in the U.S. and Europe, strengthens the global regulatory support behind Dyne’s DM1 program. Next, we’ll explore how this new Japanese Orphan Drug designation for zeleciment basivarsen shapes Dyne...
OTCPK:FGFH
OTCPK:FGFHBanks

Net Margin Compression At Foresight Financial Group (OTCPK:FGFH) Reinforces Bearish Earnings Narrative

Foresight Financial Group (OTCPK:FGFH) has wrapped up FY 2025 with fourth quarter revenue of US$15.3 million and EPS of US$0.70, setting the tone for a year where trailing twelve month revenue came in at US$58.5 million and EPS at US$2.18. Over recent periods the company has seen quarterly revenue move from US$13.4 million in Q4 2024 to US$15.3 million in Q4 2025, with quarterly EPS shifting from US$0.69 to US$0.70 across the same stretch. Trailing twelve month net income moved from US$12.7...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Is Shoals Technologies Group (SHLS) Fairly Priced After Its 94.9% One-Year Rally?

If you are wondering whether Shoals Technologies Group at around US$9.22 is priced attractively or not, you are not alone. This article aims to help you frame that question clearly. The stock has returned 94.9% over the last year, while the 3 year and 5 year returns of 66.7% and 72.8% declines show that longer term holders have had a very different experience. Recent coverage has focused on Shoals Technologies Group as part of broader discussions about renewable energy equipment suppliers...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Stronger‑Than‑Expected Revenue Outlook Might Change The Case For Investing In Veracyte (VCYT)

Earlier in January 2026, Veracyte, Inc. issued preliminary 2025 results and 2026 guidance, projecting fourth-quarter revenue of about US$138 million to US$140 million and full-year 2025 revenue of roughly US$515 million to US$517 million, with double‑digit percentage growth. The company’s outlook points to continued demand for its genomic diagnostic tests in cancer and autoimmune disease care, reinforcing its role in precision medicine. Next, we’ll examine how Veracyte’s above-consensus...