U.S. Software Stock News

NYSE:ARX
NYSE:ARXInsurance

Assessing Accelerant Holdings (ARX) Valuation After Recent Share Price Momentum Cools

Event context for Accelerant Holdings Accelerant Holdings (ARX) has drawn investor attention after recent share price moves, with the stock showing a negative 1 day return of 2.1% and a negative 7 day return of 4.8%. Over the past month the stock posted a negative return of 4.5%. Over the past 3 months it shows a 16.4% gain, setting up a contrast that raises questions about how investors are weighing its growing revenue and current net loss. See our latest analysis for Accelerant Holdings. At...
NYSE:USAC
NYSE:USACEnergy Services

Did USA Compression Partners' (USAC) Steady Payout and New Financing Just Reframe Its Income Story?

USA Compression Partners, LP recently declared a fourth-quarter 2025 cash distribution of US$0.525 per common unit (US$2.10 annualized), payable on February 6, 2026 to unitholders of record as of January 26, 2026, and scheduled its fourth-quarter earnings release and conference call for February 17, 2026. Together with new financing agreements linked to a recent acquisition, these announcements highlight USA Compression Partners’ focus on supporting its distribution while reinforcing its...
NYSE:DEI
NYSE:DEIOffice REITs

Cluster of Broker Downgrades on LA Offices Might Change The Case For Investing In Douglas Emmett (DEI)

In recent days, Scotiabank downgraded Douglas Emmett Inc. from Sector Outperform to Sector Perform, while other brokers also lowered their ratings, citing weaker office leasing and soft occupancy trends across key Los Angeles properties. This cluster of downgrades highlights how concentrated exposure to the Los Angeles Westside office market can magnify the impact of slower leasing recoveries on a single REIT. Next, we’ll examine how these analyst concerns about office leasing momentum could...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Is Ouster’s (OUST) Needham Pitch Revealing a New Capital Allocation Playbook for Investors?

Ouster recently presented at the 28th Annual Needham Growth Conference on January 15, 2026, at The Lotte New York Palace Hotel in New York, where CEO Angus Pacala, Senior VP of Strategic Finance & Treasurer Chen Geng, and CFO Kenneth P. Gianella addressed attendees. This high-profile conference appearance gave Ouster’s leadership a platform to communicate its roadmap and capital allocation priorities directly to institutional investors and analysts. We’ll now examine how Ouster’s Needham...
NasdaqGM:XNCR
NasdaqGM:XNCRBiotechs

A Look At Xencor (XNCR) Valuation After New XmAb819 Renal Cancer Data And Pipeline Milestone Update

Xencor (XNCR) recently outlined 2026 priorities for its XmAb platform, highlighting early clinical data for renal cell carcinoma candidate XmAb819 and setting out timelines for multiple oncology and autoimmune milestones that could influence investor expectations. See our latest analysis for Xencor. Despite the fresh 2026 pipeline update, Xencor’s recent share price momentum has been weak, with a 30 day share price return of a 19.05% decline and a 1 year total shareholder return of a 33.52%...
NYSEAM:ROLR
NYSEAM:ROLRHospitality

Why High Roller Technologies (ROLR) Is Up 541.8% After Crypto.com U.S. Prediction Markets Deal Announcement

In mid-January 2026, High Roller Technologies, Inc. announced a binding Letter of Intent with Crypto.com | Derivatives North America to power a regulated, event-based prediction markets product in the United States, alongside multiple non-binding marketing LOIs with social-first sports media platforms to support its planned launch. A distinctive aspect of this move is High Roller’s effort to pair regulated prediction-market infrastructure with billion-scale social media reach from partners...
NYSE:HE
NYSE:HEElectric Utilities

A Look At Hawaiian Electric Industries (HE) Valuation As Wildfire Settlements And New Legislation Reset Risk Profile

Hawaiian Electric Industries (HE) is back in focus after reaching preliminary agreements to settle eight shareholder lawsuits tied to wildfire risk disclosures, funded by US$100 million in insurance proceeds and accompanied by new Hawaii wildfire legislation. See our latest analysis for Hawaiian Electric Industries. The wildfire settlement progress and new Hawaii legislation arrive after a sharp rebound in sentiment, with a 20.72% 1 month share price return and a 58.10% 1 year total...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

WaFd (WAFD) Net Interest Margin Of 2.7% Reinforces Bullish Profitability Narratives

WaFd (WAFD) opened fiscal Q1 2026 with total revenue of US$187.9 million and basic EPS of US$0.79, while trailing twelve month revenue stood at US$734.5 million and EPS at US$2.89, giving investors a clear view of both the latest quarter and the broader earnings run rate. Over recent quarters, the bank has seen revenue move from US$171.1 million in Q1 2025 to US$187.9 million in Q1 2026, with quarterly EPS shifting from US$0.54 to US$0.79 across the same period, setting up this result against...
NYSE:EPAC
NYSE:EPACMachinery

Could William Blair’s New Coverage of Enerpac (EPAC) Reframe Expectations Around Its Earnings Power?

Earlier this month, Enerpac Tool Group Corp. presented at CJS Securities’ 26th Annual “New Ideas for the New Year” Investor Conference on January 14, 2026, and has since attracted fresh analyst attention. William Blair’s initiation of coverage with a “Market Perform” rating adds another professional viewpoint to existing research, potentially broadening institutional interest and debate around Enerpac’s prospects. Next, we’ll examine how William Blair’s new coverage could influence Enerpac...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Is Nutanix (NTNX) Attractively Priced After The Recent Share Price Slump

If you are wondering whether Nutanix is attractively priced or just feels cheap after a rough patch, you are exactly who this breakdown is for. The stock recently closed at US$45.74, with returns of a 14.5% decline over 7 days, 8.9% decline over 30 days, 9.6% decline year to date, 29.8% decline over 1 year, but 70.7% and 36.5% gains over 3 and 5 years respectively. This points to mixed sentiment and changing expectations around the company. Recent attention on Nutanix has focused on its...
NasdaqGS:WABC
NasdaqGS:WABCBanks

Westamerica Bancorporation (WABC) High Net Margin Challenges Bearish Earnings Narratives

Westamerica Bancorporation (WABC) has wrapped up FY 2025 with fourth quarter revenue of US$63.3 million and basic EPS of US$1.12, alongside net income of US$27.8 million, providing a clear snapshot of its latest run rate. The bank has seen quarterly revenue shift from US$73.9 million in Q3 2024 to US$63.3 million in Q4 2025, with basic EPS moving from US$1.31 to US$1.12 over the same stretch. Trailing twelve month revenue for Q4 2025 is US$258.4 million and EPS is US$4.52. In that context,...
NasdaqGS:JCAP
NasdaqGS:JCAPConsumer Finance

Assessing Jefferson Capital (JCAP) Valuation After Recent Mixed Short-Term Share Price Moves

What Jefferson Capital’s recent trading signals tell you Recent trading in Jefferson Capital (JCAP) has drawn attention after a mixed pattern of short term declines alongside gains over the past month and past 3 months, prompting investors to reassess how its fundamentals line up with sentiment. See our latest analysis for Jefferson Capital. With the share price at $22.55, Jefferson Capital’s recent 1 day and 7 day share price declines contrast with a stronger 30 day and especially 90 day...
NYSE:OXY
NYSE:OXYOil and Gas

Is Occidental Petroleum (OXY) Pricing Reflect Recent Oil Volatility Or A Potential Opportunity?

If you are wondering whether Occidental Petroleum is a bargain or just fairly priced at its recent US$42.70 close, you are not alone. The stock has had mixed returns, with a 5.1% gain over the last 30 days, a 0.8% return year to date, a 16.0% decline over 1 year, and a 32.9% decline over 3 years, while still sitting 110.9% above its level 5 years ago. Recent news coverage has focused on Occidental Petroleum as a major US energy name, often discussed in the context of oil price moves, capital...
NasdaqGM:RILY
NasdaqGM:RILYCapital Markets

Assessing BRC Group Holdings (RILY) Valuation After Earnings Turnaround And Nasdaq Compliance Return

BRC Group Holdings (RILY) is back in focus after reporting third quarter 2025 earnings that shifted from a net loss a year ago to substantial net income, along with lower net debt and restored Nasdaq compliance. See our latest analysis for BRC Group Holdings. That earnings swing and return to Nasdaq compliance have gone hand in hand with sharp share price moves, including a 98% 1 month share price return and a 71.62% year to date share price return, even as the 3 year total shareholder return...