U.S. Software Stock News

In recent days, Roblox reported that daily active users and time spent on the platform nearly doubled over two years, with third-quarter bookings rising far faster than the broader gaming industry and management reiterating ambitions to reach 1 billion users supported by new content and advertising initiatives. At the same time, analysts issued fresh coverage that was generally positive on Roblox’s growth potential but split on risks around regulation, fake accounts, and profitability,...

Lindsay Corporation recently announced it had entered into a supply agreement to provide its Zimmatic irrigation systems and FieldNET remote management and scheduling technology across the Middle East and North Africa, an approximately US$80 million project with deliveries already under way and most revenue expected to be recognized in fiscal 2026. This sizable contract directly addresses regional food security initiatives and could help counterbalance Lindsay’s previously slow organic...

If you have been wondering whether Ball is quietly turning into a value opportunity or just a value trap, you are in the right place to unpack what the current share price is really telling us. Despite being down 9.6% year to date and 13.8% over the last year, the stock has shown some short term resilience, with a 0.7% gain over the past week and a 4.1% rise over the last month from its recent close around $49.21. Recent headlines have focused on Ball sharpening its portfolio and capital...

Block (SQ) is back in the spotlight after its third quarter earnings missed expectations on both revenue and adjusted EPS, sending investors back to reassess the story behind the growing fintech ecosystem. See our latest analysis for Block. Those Q3 misses and the new credit scoring push land against a tough backdrop, with a roughly 27% year to date share price return decline and a 1 year total shareholder return of about negative 32%. This suggests sentiment is still cautious despite...

Wondering if Medpace Holdings is still worth buying after its huge run, or if the smart move now is to wait for a better entry point? You are not alone, and that is exactly what we are going to unpack here. The stock has pulled back about 6.1% over the last month after a strong year to date jump of 69.1%, and a hefty 63.0% gain over the past year. Zooming out further, Medpace is up 175.1% over three years and 279.5% over five, which naturally raises the question of how much upside is...

Uranium Energy (UEC) has been on traders radar after a sharp 10% daily move, capping an impressive YTD climb of around 86%. That kind of run naturally raises questions about sustainability and entry points. See our latest analysis for Uranium Energy. That surge to a share price of $14.15 builds on a strong uranium upcycle story, with a 30 day share price return of 14.11% and a three year total shareholder return of 338.08% suggesting momentum is still very much on investors side. If this kind...

Oracle (ORCL) has just posted a hefty Q2 2026 print, with revenue at about $16.1 billion, basic EPS of $2.14 and net income (excluding extra items) of roughly $6.1 billion setting the tone for this earnings season. The company has seen revenue climb from about $14.1 billion in Q2 2025 to $16.1 billion in Q2 2026, while EPS moved from $1.13 to $2.14 over the same period. This puts solid historical context around the latest numbers and sets up a story where expanding profit margins take center...

Church & Dwight (CHD) has been sliding this year, with the stock down nearly 20% year to date as investors reassess how much they are willing to pay for its steady but slower growth profile. See our latest analysis for Church & Dwight. At a share price of $83.57, Church & Dwight’s year to date share price return of negative 19.5 percent and one year total shareholder return of negative 19.7 percent signal fading momentum as investors cool on its premium valuation, despite still solid earnings...

Earlier this month, Applied Digital Corporation filed a US$70.46 million shelf registration for 2,400,000 common shares, while expanding long-term AI data center leases with CoreWeave to a total contracted value of about US$11 billion across its growing Polaris Forge campuses. This combination of fresh capital-raising capacity and enlarged hyperscaler commitments underscores how central Applied Digital has become to meeting power-hungry AI infrastructure demand. We’ll now explore how the...

Hooker Furnishings (HOFT) just posted Q3 2026 results with revenue of $70.7 million and basic EPS of -$1.18, as discontinued operations weighed on the bottom line. The company has seen quarterly revenue move from $95.1 million in Q2 2025 to $70.7 million most recently, while EPS shifted from -$0.19 to -$1.18 over the same stretch. This underscores how volume and earnings pressure are running together. Against that backdrop of soft sales and deeper losses, investors are likely to focus on how...

S&P Global has announced a multi-year partnership with Google Cloud to unify its proprietary data on BigQuery, expand agentic AI offerings, and automate workflows across the organization. This collaboration positions S&P Global to plug its market, financial and energy intelligence more directly into clients’ AI-driven decision processes, potentially deepening customer integration. Against this backdrop, we’ll examine how the Google Cloud partnership and its AI focus influence S&P Global’s...

Arista Networks (ANET) just unveiled a fresh wave of campus and industrial networking tech, headlined by its new VESPA architecture and upgraded AVA agentic AI, and investors are already weighing what this means for long term growth. See our latest analysis for Arista Networks. Those launches land after a volatile spell where cautious Q4 guidance knocked sentiment, yet Arista’s 20.22% year to date share price return and 25.74% one year total shareholder return still point to solid, building...

Federal Home Loan Mortgage (FMCC) has suddenly jumped onto investors radar after Michael Burry disclosed a sizable stake and laid out a bullish case for its eventual transition out of government conservatorship. See our latest analysis for Federal Home Loan Mortgage. That endorsement has landed on top of a huge year for the stock, with a year to date share price return of more than 200 percent and a one year total shareholder return above 300 percent, even after a sharp pullback in the last...

L3Harris Technologies (LHX) just landed a follow on GMLRS propulsion contract worth up to $200 million, and the real story is how this order leans on its new, higher-capacity Camden facility. See our latest analysis for L3Harris Technologies. The contract follows a strong run, with L3Harris delivering a roughly 40% year to date share price return and a solid multi year total shareholder return, signaling momentum that investors increasingly link to its expanding defense backlog and upgraded...

Nomad Foods (NOMD) just delivered a weaker than expected quarter, as record warmth weighed on frozen food demand and rising input costs squeezed margins, making the stock a clear drag for at least one institutional strategy. See our latest analysis for Nomad Foods. The stock’s 30 day share price return of 4.10% suggests a tentative bounce, but the year to date share price decline of 25.33% and 12 month total shareholder return of 26.77% highlight fading momentum as investors reassess...

Fidelis Insurance Holdings (FIHL) has become a bit of a battleground stock after its fiscal Q3 update, with fresh analyst calls and an institutional exit reshaping how investors are reading its growth story. See our latest analysis for Fidelis Insurance Holdings. Those mixed messages seem to be landing in the price, with the stock closing around $18.94 and a 90 day share price return of just over 8%. The 1 year total shareholder return is barely positive, which hints that near term momentum...

American Express (AXP) keeps grinding higher, with the stock up roughly 3% over the past week and nearly 30% this year, as investors lean into its steady revenue and earnings growth. See our latest analysis for American Express. With the share price now at $384.89 and supported by an 18.31% 3 month share price return alongside a 29.55% 1 year total shareholder return, momentum appears intact rather than overextended. If American Express has you rethinking what quality and growth look like in...

Wondering if Organon at around $7 is a deep value opportunity or a value trap? You are not alone. This stock has quietly slipped onto a lot of bargain hunters' watchlists. Despite being down about 50.8% year to date and over the last 12 months, the share price has shown some short term resilience, with a 3.1% gain over the past week even after a soft 30 day move of -2.1%. Much of this volatility has been driven by shifting sentiment around its women’s health and biosimilars portfolio, as...

Arch Capital Group Ltd. recently delivered mixed Q3 2025 results, with a 2.05% year-over-year revenue decline and written premium growth falling short of expectations amid slower mortgage and reinsurance markets. Despite this top-line pressure, analysts highlighted the company’s strong underwriting margins, growing net investment income, and solid return on equity as important supports for the business across its global insurance, reinsurance, and mortgage platforms. Next, we’ll examine how...

Earlier this week, Cipher Mining was lifted by a surge in bitcoin prices, a third consecutive Federal Reserve rate cut, and growing optimism around potential policy support for crypto miners and lower-cost power. Beyond short-term market relief, Cipher Mining’s push into more efficient, sustainable operations and flexible infrastructure could matter for how it competes as regulation, energy costs, and digital asset use evolve. Next, we’ll examine how the Fed’s latest rate cut and easier...

Rithm Capital (RITM) is back in focus after a fresh wave of strategic moves, from buying Crestline and Sculptor to exploring a spin off of its origination and servicing operations. See our latest analysis for Rithm Capital. Despite the recent pullback in its 90 day share price return, Rithm’s steady year to date share price gain and strong multi year total shareholder returns suggest sentiment is still constructive as investors weigh these expansion moves and spin off optionality. If Rithm’s...

If you are wondering whether CrowdStrike Holdings is still worth buying after its huge run, or if the best days are already priced in, you are not alone. That is exactly what this breakdown will tackle. The stock has cooled off a bit in the last month, down about 7.0%, but it is still up 49.0% year to date and 350.2% over three years. This naturally raises the question of whether the current price fairly reflects its growth story. Recent headlines have focused on CrowdStrike's expanding role...

Wondering if Cognex at around $36.88 is a bargain in disguise or a value trap in plain sight? This article walks through what the numbers are really saying about the stock. Despite being up 3.3% year to date, Cognex shares have slipped 5.2% over the last week and 4.0% over the last month, capping off a much rougher 3-year slide of 23.6% and a 52.3% drop over 5 years that has clearly reset expectations. Recent moves have come as investors reassess machine vision and factory automation names...

Planet Labs PBC (PL) just posted another quarterly update with Q3 2026 revenue of about $81.3 million, basic EPS of roughly -$0.19, and trailing-12-month revenue sitting near $282.5 million alongside TTM EPS of around -$0.43. This keeps the profitability story clearly in the red even as the top line builds. The company has seen revenue move from about $61.3 million in Q3 2025 to $81.3 million in Q3 2026, while quarterly EPS has slid from roughly -$0.07 to -$0.19 over the same stretch,...