U.S. Software Stock News

If you are wondering whether F5's current share price lines up with its underlying value, you are not alone. This article is built to help you connect the stock price to the fundamentals. F5 closed at US$262.00, with returns of a 4.4% decline over the last 7 days, 0.6% over 30 days, 2.1% year to date, a 4.0% decline over 1 year, 77.3% over 3 years and 30.1% over 5 years. Taken together, this gives a mixed picture of how the market has been reassessing the stock over different...

CBIZ (NYSE:CBZ) announced that Chris Spurio is stepping down from his role as President of Financial Services. Spurio will transition into a consulting role with the company instead of remaining in an executive position. The move marks a leadership change in CBIZ's financial services segment, a core area of its business. CBIZ operates as a professional services provider, with offerings that include accounting, insurance, benefits, and advisory services. A change at the top of its financial...

Lowe's Companies (NYSE:LOW) is expanding its focus on professional customers through acquisitions and new product partnerships. The company has acquired Artisan Design Group and Foundation Building Materials to deepen its reach in pro-focused services and supplies. Lowe's is also broadening its assortment for trade professionals by hosting SKYX Platforms ceiling products in its stores and online. Lowe's Companies, trading around $274.95, has logged a 13.5% return over the past 30 days and...

Wondering whether Texas Pacific Land is priced fairly at around US$345.78, or if the current share price is out of step with its fundamentals? This article will focus squarely on what you are getting for the price you pay. The stock has returned 4.5% over the last 7 days and 16.3% over the last 30 days. Year to date it is up 16.0%, but it shows a 25.7% decline over the last year and a 53.9% return over 3 years, with a very large 5 year return of about 3x. Recent coverage of Texas Pacific...

Why TriCo Bancshares Is On Investors’ Radar Today TriCo Bancshares (TCBK) is drawing attention after reporting fourth quarter and full year 2025 earnings that topped analyst forecasts, along with a new share repurchase authorization covering up to 2,000,000 common shares. See our latest analysis for TriCo Bancshares. The latest 1 day share price return of 4.24% brings TriCo Bancshares to US$50.61, building on a 90 day share price return of 17.56% and a 1 year total shareholder return of...

U.S. GoldMining (USGO) has drawn fresh attention after releasing initial 2025 exploration results from its Whistler Project in Alaska, outlining several new high priority gold copper targets across the Whistler Orbit area. See our latest analysis for U.S. GoldMining. The initial 2025 Whistler results have arrived alongside a sharp pick up in market interest, with U.S. GoldMining’s latest share price at $14.20 and a 30 day share price return of 47.61% feeding into a 61.73% year to date share...

Novavax (NasdaqGS:NVAX) has signed a licensing agreement with Pfizer covering the use of its Matrix-M adjuvant technology in up to two infectious disease areas. The deal includes upfront payments to Novavax, with the potential for future milestone payments and royalties tied to Pfizer’s use of Matrix-M. The agreement signals industry interest in Novavax’s adjuvant platform and introduces new potential revenue channels alongside its own vaccine programs. For you as an investor, this puts...

Updated guidance shifts attention to Vericel Vericel (VCEL) has put out preliminary unaudited guidance for the fourth quarter and full year 2025, flagging 23% revenue growth for the quarter and an expected US$276 million in net revenue for the year. The company also anticipates GAAP net income profitability for a second straight year, a detail many investors watch closely when considering how a commercial stage biotech is converting its product portfolio into earnings. See our latest analysis...

Array Technologies (NasdaqGM:ARRY) saw renewed investor interest after the US president announced a framework for a future deal with Greenland, easing some global trade tensions. The shift in sentiment is tied to expectations around cross border trade in renewable energy equipment and policy stability. Array’s shares last closed at $10.22 as investors reassessed exposure to companies linked to global solar and clean energy supply chains. Array Technologies comes into this news with a mixed...

Allegations of systemic predatory sales practices at LGI Homes (NasdaqGS:LGIH) have surfaced, focusing on pressure tactics used on vulnerable homebuyers. The company is accused of providing unlicensed mortgage advice and steering customers toward affiliated lenders, which may conflict with consumer protection rules. Questions are being raised about potential breaches of privacy obligations and how any regulatory response could affect LGI Homes' operations and brand. LGI Homes builds and...

Hancock Whitney (HWC) has wrapped up FY 2025 with fourth quarter revenue of US$376.2 million and EPS of US$1.51, setting the tone for what investors are seeing as a data rich update on both growth and profitability. Over the past few quarters, the company has seen revenue move from US$351.3 million in Q4 2024 to US$376.2 million in Q4 2025, while EPS has shifted from about US$1.40 to US$1.51, with trailing 12 month EPS at US$5.70 anchoring the full year picture. With a TTM net margin of about...

Nicolet Bankshares (NIC) has put up a solid set of FY 2025 numbers, with fourth quarter revenue at US$103.2 million and basic EPS of US$2.72, backed by trailing twelve month revenue of US$387.8 million and EPS of US$10.06. Over recent periods the company has seen revenue move from US$346.5 million and EPS of US$8.24 on a trailing basis in Q4 2024 to the latest trailing figures, giving investors a clear view of how the earnings engine is scaling. With a reported trailing net profit margin of...

For investors wondering whether Birkenstock Holding's share price matches what the business might be worth, this article breaks down the numbers so you can judge the value story for yourself. The stock last closed at US$39.38, with returns of a 7% decline over 7 days, a 10.3% decline over 30 days, a 5.7% decline year to date, and a 32.7% decline over the past year, which may change how investors think about both risk and opportunity. Recent coverage has focused on Birkenstock Holding as a...

Dycom Industries (NYSE:DY) has reported strong multi-year trends across revenue, operating margins and earnings per share. These results point to improved profitability that aligns with higher customer demand and greater operating efficiency. The sustained performance indicates that the company may be capturing additional business in its markets, a dynamic that has not been widely discussed in recent coverage. Dycom Industries, a key contractor for telecom and broadband infrastructure,...

Dime Community Bancshares (NasdaqGS:DCOM) reported record Q4 results, with revenue and earnings above prior expectations. Core deposits and business loans were key growth drivers for the quarter, alongside improved margins. Management highlighted execution of its organic growth strategy as a central factor in the quarter's performance. The results point to a strengthening balance sheet and operating profile for the regional bank. Dime Community Bancshares, a regional bank focused on core...

Wondering whether Alliance Resource Partners is offering good value at its current price, or if most of the easy gains are already behind it. The unit price recently closed at US$25.11, with returns of 2.7% over the past week, 7.5% over the past month, 7.8% year to date, a 0.2% decline over the last year, and a gain of 69.2% over three years, while the five year return is very large at roughly 7x. Recent coverage of coal and broader energy markets has focused on shifting demand expectations...

In recent days, Fortrea Holdings received a series of analyst upgrades, with firms citing stronger operational execution and healthier conditions in the biopharma market as key reasons for their improved views on the company. Analysts highlighted that Fortrea has been exceeding revenue and profit margin expectations while working to lower its debt, reshaping how investors assess its operational progress and financial discipline. We’ll now examine how this improved execution and clearer path...

Earlier this week, regional bank SouthState (NYSE:SSB) prepared to report quarterly results, with analysts expecting very large year-on-year revenue growth after a prior quarter in which the company outpaced revenue expectations and delivered sharply higher revenues. SouthState also moved to reinforce its growth platform by hiring 32 experienced producers across commercial, mortgage and wealth businesses in key markets, aiming to deepen client relationships and broaden revenue sources while...

Afya stock: context for recent performance Afya (NasdaqGS:AFYA) has been on many investors’ radars after a mixed stretch in the share price, with a roughly 2.3% gain over the past day but declines over the past week and month. See our latest analysis for Afya. Zooming out, Afya’s 1 year total shareholder return decline of 10.1% and 5 year total shareholder return decline of 37.9% suggest recent share price momentum has been fading despite the latest move to $13.97. If Afya’s recent swings...

Kinder Morgan (NYSE:KMI) and Phillips 66 have launched a second open season for the Western Gateway Pipeline project. The project is designed to connect key refinery supply regions in the Midwest to Phoenix and major California fuel markets. The new open season focuses on expanded pipeline capacity and additional origin and destination points for shippers. Kinder Morgan, trading at $28.58, sits in the midstream space with a long established footprint in North American energy infrastructure...

In recent commentary, Custom Truck One Source, Inc. has drawn fresh attention as analysts highlight its focused exposure to power grid and transmission-and-distribution capital spending, supported by its highly customized utility equipment fleet and broad North American footprint. An interesting angle for investors is management’s current effort to balance debt reduction, potential ownership changes, and rental fleet expansion, which could influence the company’s cash generation profile and...

If you are wondering whether McEwen shares still offer value after a strong run, this article walks through what the current price might be implying about the business. The stock last closed at US$23.73, with returns of 6.0% over 7 days, 20.8% over 30 days, 27.0% year to date, 185.9% over 1 year and 230.5% over 3 years, with a 160.8% return across 5 years. Recent coverage around McEwen has focused on the company as investors reassess precious metals exposure and capital allocation across the...

Natera (NasdaqGS:NTRA) published validation data for its Latitude tissue free molecular residual disease assay in colorectal cancer. The peer reviewed study reports high sensitivity and specificity for colorectal cancer detection and supports regulatory submissions. Natera also announced new multimodal AI powered diagnostics that combine AI with pathology data for its Signatera MRD platform. The company entered a collaboration with NVIDIA focused on accelerating AI model development and...

AirJoule Technologies (AIRJ) shares are in focus after the company delivered and commissioned its A250 atmospheric water harvesting system at Arizona State University, kicking off rigorous third-party academic testing. See our latest analysis for AirJoule Technologies. The new ASU deployment and recent equity raise come after a choppy year for investors, with a 90 day share price return of a 31.82% decline and a 1 year total shareholder return of a 58.95% loss. The 1 day move of 8.76% and 7...