U.S. Software Stock News

NasdaqGS:SYBT
NasdaqGS:SYBTBanks

Is Stock Yards Bancorp (SYBT) Pricing Match Its Mixed Returns And Earnings Valuation Signals

If you are wondering whether Stock Yards Bancorp at about US$69.54 is offering fair value right now, the key is to line up its price against what the business may be worth using a few different yardsticks. The stock has returned 2.8% over the last 7 days, 3.1% over the last 30 days, 6.7% year to date, but is still showing a 7.8% decline over the last year, even though the 3 year and 5 year returns sit at 21.7% and 60.8% respectively. These mixed returns sit against a backdrop where Stock...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

A Look At Strategy (MSTR) Valuation After Rebrand To Bitcoin Treasury And AI Analytics Focus

Event overview and why Strategy matters now Strategy (MSTR) has drawn fresh attention after repositioning itself as a bitcoin treasury company and rebranding from MicroStrategy Incorporated to Strategy Inc. This shift puts its Bitcoin exposure and AI analytics business firmly in focus for investors. See our latest analysis for Strategy. Alongside the rebrand, Strategy’s share price has been under pressure, with a 30 day share price return of a 21.63% decline and a 90 day share price return of...
NYSE:HL
NYSE:HLMetals and Mining

Hecla Mining Weighs Quebec Asset Sale And Future Production Mix

Hecla Mining (NYSE:HL) has begun a review of its Quebec assets, including the option of a potential sale. The company is opening M&A discussions that could reshape its portfolio and operating footprint in Canada. This move follows recently reported annual production results and updated guidance for the coming periods. Hecla Mining is a North American focused precious metals producer with operations concentrated in silver and gold. The review of its Quebec portfolio comes at a time when...
NYSE:T
NYSE:TTelecom

AT&T Bets On Fiber And Cloud Stack With Lumen And Amazon Deals

AT&T (NYSE:T) agreed to acquire Lumen's Mass Markets fiber business for US$5.75b, adding over 1,000,000 fiber subscribers and extending its fiber footprint to 32 states. The company also entered new partnerships with Amazon Web Services and Amazon Leo to link its fiber network with cloud and satellite based connectivity. These moves aim to broaden AT&T's broadband reach, including into underserved areas, and to reshape how it delivers connectivity and cloud focused services across the...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Is Amgen (AMGN) Offering Fair Value After Strong Multi Year Share Price Gains

If you are wondering whether Amgen's current share price gives you fair value for your money, this article will walk through what the numbers say and where valuation checks point your attention. With the stock at US$366.20, recent returns of 6.8% over 7 days, 10.9% over 30 days, 11.8% year to date, 27.0% over 1 year, 67.9% over 3 years, and 81.0% over 5 years put a spotlight on what investors are currently willing to pay for Amgen. Recent coverage around Amgen has focused on its position in...
NYSE:PSX
NYSE:PSXOil and Gas

Phillips 66 (PSX) Q4 EPS Surge To US$7.21 Challenges Earnings Volatility Concerns

Phillips 66 (PSX) closed out FY 2025 with Q4 revenue of US$38.3b and basic EPS of US$7.21, while trailing twelve month EPS stood at US$10.84 on revenue of US$136.6b, setting a clear earnings focused backdrop for the year. Over the past few quarters, the company has seen revenue move between US$30.4b and US$38.3b with quarterly EPS ranging from US$0.32 to US$7.21. Those results sit alongside trailing earnings growth of 109% and a net margin that has improved to 3.2%. For investors, that...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Is It Time To Reassess Sharplink (SBET) After Recent Share Price Slide?

If you are wondering whether Sharplink's current share price reflects its true value, you are not alone. The stock's recent track record gives plenty to think about before making any decisions. Sharplink's share price last closed at US$7.08, after a 29% decline over the past week and a 31.1% decline over the past month. It is still sitting 40.5% higher than a year ago and remains well below its 3 year return of a 90.4% decline. Recent coverage around Sharplink has focused on its role in the...
NYSE:OWL
NYSE:OWLCapital Markets

Is Blue Owl Capital (OWL) Now Offering Value After Its Steep Share Price Decline

If you are wondering whether Blue Owl Capital’s current share price reflects good value, you are not alone. This article is designed to help you weigh what the numbers are really saying. The stock has recently been under pressure, with returns of a 16.8% decline over 7 days, a 24.0% decline over 30 days and a 21.2% decline year to date, on top of a 49.4% decline over the past year. This comes even though the 3 year and 5 year returns sit at 2.0% and 37.6% respectively. These moves have put...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Is There Now An Opportunity In Booking Holdings (BKNG) After The Recent Share Price Pullback

If you are wondering whether Booking Holdings at around US$4,607 per share is starting to look interesting or stretched, you are not alone. The stock has seen a 9.9% decline over the last 7 days, a 13.9% decline over the last 30 days, and is down 13.5% year to date, while still sitting on a 92.2% return over 3 years and 116.9% over 5 years. Recent coverage has focused on Booking Holdings as a key name in online travel, with attention on how travel demand trends and competitive pressures...
NasdaqCM:SMPL
NasdaqCM:SMPLFood

Is Simply Good Foods (SMPL) Quietly Rewriting Its Governance Playbook With Scalzo’s Board Return?

After The Simply Good Foods Company’s 2026 Annual Meeting of Stockholders, the board appointed Joseph E. Scalzo as director to fill the vacancy created by Geoff E. Tanner’s mid-January departure, while shareholders approved a new equity incentive plan and re-elected ten directors and the auditor for fiscal 2026. This combination of leadership changes and a refreshed incentive plan highlights how Simply Good Foods is reshaping governance and executive incentives to align management and...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Starbucks Turns To AI And Simpler Menu To Revive Growth

Starbucks (NasdaqGS:SBUX) is deploying advanced AI and automation technology across U.S. stores as part of its "Back to Starbucks" turnaround plan. The company is simplifying its menu to streamline operations and reduce complexity for both baristas and customers. Management reports that these changes are starting to support comparable store sales and transaction growth, alongside improved operational efficiency. For you as an investor, this sits at the intersection of technology and...
NYSE:F
NYSE:FAuto

Is It Too Late To Consider Ford Motor (F) After A 48% One-Year Share Price Rally?

If you are wondering whether Ford Motor's current share price still offers value, or if most of the easy gains are already on the table, this article walks through what the numbers say about the stock. Over the last year, Ford Motor's share price return is 48.3%, compared with 3.6% year to date and 2.6% over the last month. These moves may have shifted how some investors think about its growth potential and risk profile. Recent coverage around Ford Motor has focused on how the company is...
NYSE:BRBR
NYSE:BRBRPersonal Products

BellRing Brands Faces CEO Exit And Lawsuit As Thesis Under Review

BellRing Brands (NYSE:BRBR) announced the retirement of CEO Darcy Davenport, effective on a timeline that has drawn investor attention. The company is also facing a newly filed securities class action lawsuit alleging nondisclosure of material information to shareholders. Both developments arrive close together, raising questions about leadership continuity and legal overhang for the business. BellRing Brands, known for ready to drink protein shakes and nutrition products, operates in a...
NYSE:D
NYSE:DIntegrated Utilities

How Investors Are Reacting To Dominion Energy (D) Resuming Offshore Wind Construction After Regulatory Clearance

Dominion Energy’s previously halted offshore wind projects were cleared by U.S. authorities to resume construction, easing regulatory uncertainty around these large-scale renewable developments and occurring against a backdrop of ongoing dividend payments and governance updates. This renewed regulatory clarity is particularly significant given Dominion Energy’s role as a major supplier of electricity to Virginia’s data center hub and its broader carbon-free power ambitions. We’ll now examine...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Jack Henry And Associates (JKHY) Margin Improvement Challenges Slower Growth Narrative

Jack Henry & Associates (JKHY) just posted its Q2 2026 numbers, with revenue of US$619.3 million and basic EPS of US$1.72, alongside net income of US$124.7 million. The company has seen revenue move from US$573.8 million in Q2 2025 to US$619.3 million in Q2 2026, while basic EPS went from US$1.34 to US$1.72 over the same stretch. This performance is supported by trailing twelve month EPS of US$6.98 on revenue of US$2.5 billion, and highlights an increasingly important story about how margins...
NYSE:MLI
NYSE:MLIMachinery

Assessing Mueller Industries (MLI) Valuation After Record 2025 Earnings And Recent Share Price Pullback

Mueller Industries (MLI) is back in focus after reporting record 2025 results, with sales of US$4.18b and net income of US$765.19m, alongside year over year gains in fourth quarter revenue and profit. See our latest analysis for Mueller Industries. Despite reporting record 2025 earnings and finishing the year with a strong cash position, Mueller Industries’ recent share price return has cooled. Over the past 7 days the share price has declined 14.76%, and the 1 day share price return shows a...
NasdaqGS:HOPE
NasdaqGS:HOPEBanks

Hope Bancorp (HOPE) Is Up 7.8% After Strong Q4 Earnings And Dividend Update Has The Bull Case Changed?

Hope Bancorp, Inc. recently reported fourth-quarter 2025 results, with net interest income rising to US$127.41 million and net income reaching US$34.47 million, alongside a US$0.14 per-share quarterly dividend payable on or about February 20, 2026 to shareholders of record on February 6, 2026. Management highlighted that growth in core customer relationships, disciplined deposit cost management and successful integration of its Hawaii acquisition underpinned higher earnings and improved core...
NYSE:CSL
NYSE:CSLBuilding

Carlisle Companies (CSL) Margin Compression Challenges Bullish Earnings Narratives

Carlisle Companies (CSL) closed out FY 2025 with Q4 revenue of US$1,127.7 million and basic EPS of US$3.21, alongside net income excluding extra items of US$133.4 million. This gives investors a clear view of its core earnings power. Over the last six reported quarters, the company has seen quarterly revenue move between US$1,095.8 million and US$1,449.5 million, while basic EPS has ranged from roughly US$3.16 to US$5.93. This sets the backdrop for how the latest results fit into its recent...
NYSE:U
NYSE:USoftware

Unity Software (U) Valuation Check After Prolonged Share Price Weakness

Unity Software: recent performance snapshot Unity Software (U) has been under pressure recently, with the stock showing declines over the past week, month, and past 3 months, and a year to date return of around a 44% decline. Over the past year, the stock has delivered a total return of about an 18% decline, while the 3 year and 5 year total returns sit at roughly 31% and 80% declines. These figures set the backdrop for reviewing Unity’s current fundamentals. See our latest analysis for Unity...
NYSE:RMD
NYSE:RMDMedical Equipment

ResMed Builds Digital Sleep Apnea Ecosystem As Investors Track Valuation

ResMed (NYSE:RMD) is expanding its digital health ecosystem around sleep apnea diagnosis and treatment, supported by tools such as myAir, AirView, and Brightree. Recent developments in wearable screening devices and new FDA approvals are broadening access to sleep apnea testing and connecting more patients to ResMed's digital platform. Following a major competitor recall, ResMed has strengthened its position in the CPAP market, reinforcing its role in long-term respiratory care. For...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Is Leonardo DRS (DRS) Using Saudi Localization To Quietly Redefine Its Defense Moat?

Leonardo DRS recently signed a Memorandum of Agreement with Saudi Arabian Military Industries and Advanced Electronic Company to explore in-country collaboration and production of advanced situational awareness and vehicle-mounted combat computing technologies supporting Saudi Arabia's military modernization efforts. This move extends Leonardo DRS's reach across the Middle East and North Africa, highlighting how localized production and interoperability are becoming central to defense...
NYSE:AVY
NYSE:AVYPackaging

Avery Dennison (AVY) Margin Slippage To 7.8% Tests Bullish Earnings Growth Narrative

Avery Dennison (AVY) has rounded out FY 2025 with Q4 revenue of US$2.3b and basic EPS of US$2.15 on net income of US$166.4m, while trailing twelve month revenue sits at US$8.9b and EPS at US$8.79. The company has seen quarterly revenue move from US$2.19b in Q4 2024 to US$2.27b in Q4 2025, with basic EPS moving from US$2.16 to US$2.15 over the same period, and a trailing twelve month net margin that has eased slightly to 7.8%. This sets up a results season in which investors will be weighing...
NYSE:MGM
NYSE:MGMHospitality

MGM Resorts (MGM) Margin Rebound In Q4 Challenges Bears On Profitability Concerns

MGM Resorts International (MGM) closed out FY 2025 with fourth quarter revenue of US$4.6 billion and basic EPS of US$1.10, alongside net income of US$293.6 million, putting a clean set of headline numbers in front of investors. Over recent quarters, the company has seen revenue move from US$4.3 billion in Q4 2024 to US$4.3 billion in Q1 2025, US$4.4 billion in Q2, US$4.3 billion in Q3 and back to US$4.6 billion in Q4. Quarterly basic EPS shifted from US$0.52 to US$0.52, US$0.18, a loss of...
NYSE:CWT
NYSE:CWTWater Utilities

California Water Service Group Gains Policy Seat While Valuation Signals Mixed Picture

California Water Service Group Chairman and CEO Marty Kropelnicki has joined the newly formed CalCEO Council. The council brings together 22 CEOs from across California to advise on statewide economic policy and community affordability. The move signals a broader policy role for California Water Service Group beyond its core utility operations. For you as an investor watching NYSE:CWT, this development puts the company in a more visible policy seat at the state level. With the share price...