U.S. Software Stock News

NasdaqGS:FIGR
NasdaqGS:FIGRConsumer Finance

Figure Technology Solutions (FIGR) Valuation After $150 Million Equity Raise And New 2025 Guidance

Figure Technology Solutions (FIGR) is back in focus after completing a US$150 million follow on equity offering at US$32 per Class A share, together with preliminary guidance for its fourth quarter and full year 2025 results. See our latest analysis for Figure Technology Solutions. The follow on offering and fresh guidance come after a volatile spell for Figure Technology Solutions. A 1 day share price return of 3.76% took the stock to US$30.215, while a 30 day share price return of 51.89%...
NYSE:KOF
NYSE:KOFBeverage

Does Coca-Cola FEMSA (KOF)ʼs Steady 2025 Earnings Nudge Its Long-Term Latin America Strategy Into Focus?

Coca-Cola FEMSA, S.A.B. de C.V. reported past fourth-quarter 2025 sales of MX$77,493 million and net income of MX$7,501 million, with full-year 2025 sales of MX$291,147 million and net income of MX$23,845 million, all modestly higher than the prior year. This steady earnings and revenue expansion, alongside existing analyst interest and dividend income, underscores a picture of operational consistency that may matter for long-term investors assessing Coca-Cola FEMSA’s role in Latin American...
NYSE:RNR
NYSE:RNRInsurance

Will RenaissanceRe’s Latest Dividend Hike and Major Buybacks Change RenaissanceRe Holdings' (RNR) Capital Return Narrative?

RenaissanceRe Holdings’ board previously approved a quarterly dividend increase to US$0.41 per share from US$0.40, payable on March 31, 2026 to shareholders of record on March 13, 2026, and reported completing share repurchases totaling 3,065,414 shares across two programs for a combined US$780.48 million. The company’s three-decade pattern of annual dividend increases, paired with recently completed buybacks that retired nearly one-twentieth of its share base, highlights a sustained...
NYSE:SSB
NYSE:SSBBanks

A Look At SouthState Bank (SSB) Valuation After Recent Share Price Pullback

SouthState Bank (SSB) is back on investor radars after recent share moves, with the stock closing at $100.58 and showing mixed returns over the past week, month, and past three months. See our latest analysis for SouthState Bank. The recent 1 day share price return of a 4.61% decline contrasts with SouthState Bank’s 11.84% 3 month share price return and 33.78% 3 year total shareholder return, which may indicate that longer term momentum remains stronger than the latest pullback suggests. If...
NYSE:DEC
NYSE:DECOil and Gas

Higher‑Cost Nordic Bond Tap Might Change The Case For Investing In Diversified Energy (DEC)

Diversified Energy Company has recently completed a tap-on offering of US$200,000,000 in 9.75% senior secured bonds due April 2029 through its subsidiary Diversified Gas & Oil Corporation in the Nordic bond market, secured against U.S. bank accounts, key equity interests and certain intercompany loans. This additional issuance, governed by tight leverage, asset coverage, equity and liquidity covenants, materially reshapes the company’s balance sheet discipline and future financial...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

Is SLM (SLM) Now Offering Value After Recent Share Price Weakness?

If you are wondering whether SLM's current share price reflects its underlying value, or if the recent weakness might represent an opportunity, this article is designed to help you think through that question. The stock closed at US$19.86, with returns of a 17.4% decline over 7 days, a 28.1% decline over 30 days, a 27.5% decline year to date, a 34.0% decline over 1 year, but gains of 47.7% over 3 years and 38.3% over 5 years. Taken together, this presents a mixed picture of recent pressure...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Warner Music Group (WMG) Valuation Check After Recent Share Price Weakness

Warner Music Group stock: what recent performance says about investor sentiment Warner Music Group (WMG) has been under pressure recently, with the share price down about 4.7% over the past day and roughly 6% over the past month, while roughly flat across the past 3 months. See our latest analysis for Warner Music Group. Against that short term weakness, the share price is now at US$28.49, with a year to date share price return of a 6.4% decline and a 1 year total shareholder return of a...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

Is It Too Late To Consider CECO Environmental (CECO) After Its 1‑Year 243% Surge?

If you are asking whether CECO Environmental at around US$77.68 is priced for its future or already reflecting high expectations, this article is written to help you frame that question clearly. The stock has had a 1.8% decline over the last 7 days, but it still shows a 13.5% return over 30 days, 29.9% year to date, 243% over 1 year, 428.1% over 3 years and a very large gain over 5 years. Recent coverage around CECO Environmental has focused on its role as a provider of environmental and air...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Assessing Equinix (EQIX) Valuation After Upgraded 2026 Outlook And AI Data Center Growth Plans

Equinix (EQIX) shares have been in focus after management updated its 2026 outlook, outlining higher expected revenue and recurring income, as well as plans for wider margins and a larger quarterly dividend. See our latest analysis for Equinix. The stronger guidance, recent dividend increase and record bookings have coincided with a 19.5% 1 month share price return and a 26.4% 3 month share price return, while the 5 year total shareholder return of 59.9% suggests momentum has built over a...
NYSE:ARR
NYSE:ARRMortgage REITs

Assessing ARMOUR Residential REIT (ARR) Valuation As Recent Returns Send Mixed Signals

ARMOUR Residential REIT (ARR) has drawn attention after recent performance data showed a mixed return profile, with a 1 day gain, pressure over the past month, and a positive total return over the past 3 months. See our latest analysis for ARMOUR Residential REIT. At a share price of $18.03, ARMOUR Residential REIT shows modest short term share price weakness alongside a stronger 1 year total shareholder return of 14.57%. This suggests recent monthly softness sits against a more supportive...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech RMAT Win Shifts Focus To Broader Gene Therapy Pipeline

Krystal Biotech received FDA Regenerative Medicine Advanced Therapy (RMAT) designation for KB707 in advanced non small cell lung cancer. The company reported progress across its gene therapy pipeline, including pivotal ophthalmology trials with data expected next year. These updates extend Krystal Biotech’s focus beyond rare skin diseases into larger indications such as lung cancer. For investors following Krystal Biotech, ticker NasdaqGS:KRYS, the RMAT news comes with the shares at $274.59...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Analog Devices (ADI) Is Up 5.4% After Raising Dividend and Guiding to Higher Q2 Revenue

Earlier this month, Analog Devices reported first-quarter fiscal 2026 results showing sales of US$3.16 billion and net income of US$830.83 million, alongside new guidance calling for roughly US$3.5 billion in second-quarter revenue and reported EPS around US$2.19. The company also lifted its quarterly dividend by 11% to US$1.10 per share and continued share repurchases, underscoring management’s confidence in cash generation and long-term demand across industrial, communications, and...
NYSE:WEC
NYSE:WECIntegrated Utilities

Assessing WEC Energy Group (WEC) Valuation After Recent Share Price Momentum And Long Term Return Trends

WEC Energy Group (WEC) is back on investors’ radar after recent share price moves, with the stock’s one-month and three-month returns prompting a closer look at its utilities-focused business. See our latest analysis for WEC Energy Group. At a share price of $115.80, WEC Energy Group’s recent 30 day share price return of 6.14% and year to date gain of 8.76% sit alongside a 1 year total shareholder return of 14.14%. This adds to longer term total shareholder returns over 3 and 5 years of...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Assessing Lattice Semiconductor (LSCC) Valuation After Strong Recent Share Price Gains

What is moving Lattice Semiconductor today? Lattice Semiconductor (LSCC) has drawn investor attention after recent share price moves, with the stock showing double digit returns over the past month and past 3 months. That performance has investors reassessing the company’s fundamentals and valuation. See our latest analysis for Lattice Semiconductor. At a share price of $97.66, Lattice Semiconductor’s recent momentum is clear, with a 30 day share price return of 15.81% and a 90 day share...
NYSE:GGG
NYSE:GGGMachinery

Graco Board Resignation Puts Focus On Governance Continuity And Oversight

Graco (NYSE:GGG) board member Brett C. Carter has resigned from the board. Carter cited personal and professional commitments for his departure, with no disagreements related to Graco reported. His resignation affects board roles tied to key areas such as audit and compensation oversight. Graco, known for its equipment for fluid handling across industrial and commercial applications, operates in a part of the market that can be influenced by broader trends in manufacturing, construction,...
NYSE:DOW
NYSE:DOWChemicals

Is Dow (DOW) Pricing Reflect Its Mixed Share Performance And Commodity Cycle Risks

If you are wondering whether Dow's current share price lines up with its underlying worth, this article walks through what the numbers are really saying about value. Dow's share price closed at US$30.30, with returns of 7.3% over the last 30 days, 24.8% year to date, a 6.7% decline over the last week and declines of 16.6% and 37.2% over the past 1 and 3 years respectively. Taken together, this gives a mixed picture of how the market has been reassessing the stock. Recent news coverage around...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Is Voyager Technologies (VOYG) Pricing Reflect A Buying Opportunity After Recent 30 Day Share Price Slide

If you are wondering whether Voyager Technologies is attractively priced or just a value trap, this article walks through what the numbers are actually saying about the stock. The share price recently closed at US$26.82, with a 3% return over the past week, a 27.7% decline over the last 30 days, and a 3.5% decline year to date, which may signal shifting views on its potential and risk. Recent news coverage around Voyager Technologies has focused on its position in the capital goods space and...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

A Look At DLocal (DLO) Valuation After Stablecoin Partnership And Dividend Policy News

Stable Sea’s new partnership with DLocal (DLO) places stablecoin-powered cross-border payments at the center of the story, pairing blockchain-based settlement with DLocal’s local payment rails across more than 40 countries. See our latest analysis for DLocal. DLocal’s latest share price of US$12.41 comes after a 7.32% one day share price decline and a 13.76% 30 day share price decline. However, the 1 year total shareholder return of 1.64% and 3 year total shareholder return of 13.39% suggest...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Is Reddit (RDDT) Offering An Opportunity After Its Sharp Year To Date Share Price Slide?

If you are wondering whether Reddit's current share price lines up with its underlying value, you are not alone, and that is exactly what this article will unpack for you. Reddit recently closed at US$142.46, with a 2% gain over the last 7 days but declines of 34.9% over 30 days and 41.1% year to date, which may signal changing expectations and risk perceptions around the stock. Recent headlines have focused on Reddit's role in online communities and its position among US media and social...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic Insider Sales Follow Record Earnings And Premium Valuation Concerns

Cirrus Logic executives, including EVP Justin E. Dougherty, recently reported significant insider share sales. The transactions followed the company posting record net income and strong earnings per share. These clustered insider moves come as Cirrus Logic (NasdaqGS:CRUS) trades around $142.95. Cirrus Logic (NasdaqGS:CRUS) is in focus after record net income and strong earnings per share were followed by insider selling from multiple senior leaders. The share price sits at about $142.95,...
NYSE:TWLO
NYSE:TWLOIT

A Look At Twilio’s Valuation After Earnings, Profitability Return And Share Repurchase Progress

Why Twilio’s latest earnings matter for shareholders Twilio (TWLO) has just reported fourth quarter and full year 2025 results, returned to full year profitability, issued new 2026 revenue guidance, and completed a sizable share repurchase tranche. For investors, that combination of reported revenue growth, a shift to full year net income, and ongoing buybacks creates a fresh moment to reassess what the current share price implies about Twilio’s long term potential and risks. See our latest...
NYSE:WELL
NYSE:WELLHealth Care REITs

Welltower (WELL) Valuation Check After Morgan Stanley’s Renewed Confidence And Senior Housing Expansion

Morgan Stanley’s renewed confidence in Welltower (WELL), backed by comments on 2025 performance, new business lines such as private funds management and Tech Quad, and heavy senior housing acquisitions, has put the stock firmly in focus for investors. See our latest analysis for Welltower. The recent guidance for 2026 net income, the long-running dividend track record and heavy acquisition activity appear to be feeding into sentiment. A 14.08% 1 month share price return and a 41.54% 1 year...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

Assessing Acadia Healthcare (ACHC) After A 57% One-Year Share Price Decline

If you are wondering whether Acadia Healthcare Company is attractively priced or still a value trap after a tough run, this breakdown is designed to give you a clear view of where the stock stands today. The shares last closed at US$17.38, with returns of 3.6% over 7 days, 14.1% over 30 days, 21.6% year to date, but a 57.3% decline over 1 year and a 78.4% decline over 3 years. This raises questions about how the current price lines up with underlying value. Recent news coverage has largely...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova’s AI Power Supercycle And The Test For New Payouts

GE Vernova (NYSE:GEV) is entering what management describes as a new growth supercycle, supported by surging power demand from AI data centers. The company reports a 65% jump in orders and aims to expand an already large $150b backlog. Recent capital allocation moves include doubling the dividend and authorizing a sizable share buyback program. GE Vernova comes into this shift with strong recent share performance, with the stock up 26.4% over the past month and 163.9% over the past year,...