U.S. Software Stock News

If you are wondering whether Viavi Solutions is still fairly priced after a big run, this breakdown will help you see how the current share price stacks up against several valuation yardsticks. The stock last closed at US$30.09, with returns of 8.9% over the past 30 days and 65.8% year to date, while the 1 year return sits at 179.6% and the 3 year return at 193.3%. Over the past year, Viavi Solutions has been in the news for its position in optical networking and communications testing. This...

CrowdStrike Holdings (NasdaqGS:CRWD) announced a new partnership with Perplexity to bring its Falcon platform into Perplexity’s Comet Enterprise product. The collaboration focuses on browser-layer security for AI-powered enterprise workflows and AI-native browsing. The deal uses technology from CrowdStrike’s Seraphic acquisition to address web threats and unmanaged devices. CrowdStrike is best known for its Falcon cybersecurity platform, which targets endpoint, cloud, and identity threats...

If you are wondering whether Amdocs is starting to look like value after a weaker share price, this article will help you weigh what the current price actually offers you. The stock last closed at US$66.92, with returns of a 2.6% decline over 7 days, an 8.8% decline over 30 days, a 16.5% decline year to date, and a 21.6% decline over the past year. Recent coverage around Amdocs has focused on its role as a software and services provider to telecom and media companies. This keeps attention on...

Servier Pharmaceuticals has entered into a definitive agreement to acquire Day One Biopharmaceuticals, NasdaqGS:DAWN, in an all cash transaction. The deal marks a material change in ownership, bringing Day One Biopharmaceuticals under Servier control and ending its status as an independent company once the transaction closes. Day One Biopharmaceuticals focuses on developing and commercializing oncology therapies, a segment that has seen frequent partnerships, licensing arrangements, and...

If you are wondering whether Live Nation Entertainment's share price still reflects fair value after a strong run, you are not alone. This article will walk through what the current price could imply. The stock recently closed at US$165.83, with returns of 4.5% over the last 7 days, 12.1% over the last 30 days, 14.1% year to date, 34.9% over 1 year, 147.4% over 3 years and 91.3% over 5 years. These figures may prompt questions about how much of the story is already in the price. Recent...

Sterling Infrastructure (STRL) is back in focus as management prepares to present at the 2026 Cantor Global Technology & Industrial Growth Conference in New York, highlighting projects such as Houston’s Grand Parkway and recent free cash flow strength. See our latest analysis for Sterling Infrastructure. The upcoming conference appearance comes after a sharp upswing in Sterling Infrastructure’s share price, with a 23.5% 90 day share price return and a very large 5 year total shareholder...

Earnings turnaround and fresh guidance draw investor focus American Healthcare REIT (AHR) has quickly come onto investors’ radar after reporting a shift from loss to profit for 2025, pairing that earnings turnaround with new guidance and an at the market equity program. See our latest analysis for American Healthcare REIT. That earnings swing to profit and fresh 2026 guidance have come alongside firm price momentum, with an 11.8% year to date share price return and a very strong 1 year total...

What Celsius’s latest earnings and buyback tell you Celsius Holdings (CELH) reported fourth quarter and full year 2025 results that combined strong sales with pressure on profitability, alongside a completed share repurchase program that modestly reduced the share count. For the fourth quarter of 2025, Celsius reported sales of US$721.63 million compared with US$332.2 million in the same period a year earlier. The company posted net income of US$24.74 million for the quarter, after reporting...

Recently, analysts lifted Grab Holdings Limited’s current-quarter earnings estimates by a very large year-over-year amount, while consensus forecasts point to roughly 20% annual revenue growth for the current and next fiscal years as the company’s Southeast Asia super-app continues to scale across mobility, delivery, and fintech. This combination of sharply improved earnings expectations and ongoing ecosystem expansion is reshaping how investors assess Grab’s ability to convert its broad...

FMC (FMC) is back on investors’ radar after the company added veteran specialty chemicals executive Michael F. Barry to its board and affirmed a regular quarterly dividend of US$0.08 per share. See our latest analysis for FMC. FMC shares closed at US$14.24 after a 1 day share price return of 3.64%, capping a mixed few months where short term momentum contrasts with a 1 year total shareholder return of 62.4% decline. If this kind of board shake up has your attention, it could be a good moment...

Why options activity and sentiment are in focus for Howmet Aerospace Howmet Aerospace (HWM) is back on traders’ radar after a cluster of bullish signals, including options activity, technical readings, and upbeat expert commentary that together have shifted attention toward the stock’s recent performance. For context, Howmet Aerospace operates across four segments that supply engineered components to the aerospace and transportation markets, with operations spanning the United States and...

If you are wondering whether Amphenol's current share price lines up with its underlying value, this article will walk through what the numbers actually say rather than the hype. Amphenol's stock recently closed at US$134.54, with returns of 1.3% over 7 days, a 6.7% decline over 30 days, a 3.7% decline year to date, and a 115.8% return over 1 year, alongside very large 3 year and 5 year returns of 263.2% and 331.7% respectively. Recent coverage of Amphenol has focused on its role as a key...

If you are wondering whether Microchip Technology is still good value after its recent run, this article will walk through what the current share price could mean for long term investors. The stock trades at US$65.79, with recent returns showing a 5.9% decline over 7 days, an 11.6% decline over 30 days, but a 30.6% gain over the past year and a 1.2% return year to date. Recent coverage around Microchip Technology has focused on its position in the semiconductor space and how investor...

BJ's Wholesale Club Holdings (BJ) drew fresh attention after reporting fourth quarter and full year 2026 results that showed higher sales, revenue, net income and earnings per share compared with the prior year. See our latest analysis for BJ's Wholesale Club Holdings. Even with higher sales and a completed US$252.44 million buyback tranche, BJ's Wholesale Club Holdings has seen a 7 day share price return of 6.47% and a 1 month share price return of 6.75%. The latest close sits at US$93.51...

Why Saia’s latest operating update is drawing investor attention Saia (SAIA) released operating results for January and February 2026, reporting softer less than truckload tonnage and weight per shipment, along with mixed shipment trends and mid single digit contractual renewals compared with the prior year. See our latest analysis for Saia. The latest operating update appears to have weighed on sentiment, with a 1 day share price return of a 4.11% decline and a 7 day share price return of a...

Ultragenyx Pharmaceutical (RARE) stock is back in focus after a federal securities class action challenged how it communicated Phase III trial results for setrusumab in osteogenesis imperfecta, following study failures and announced expense reductions. See our latest analysis for Ultragenyx Pharmaceutical. At a share price of US$22.21, Ultragenyx has seen a 1 day share price return of 2.76% decline and a 90 day share price return of 38.65% decline. The 1 year total shareholder return of...

If you are wondering whether Morgan Stanley at around US$160.89 is still offering value after a strong run, this article is designed to walk you through what the numbers are actually saying about the stock. The shares have seen mixed recent performance, with a 4.0% decline over the last 7 days and an 11.8% decline over the last 30 days, set against a 44.9% return over 1 year, 108.0% over 3 years and 125.1% over 5 years. That pattern has kept Morgan Stanley on many investors' watchlists, as...

Domo (DOMO) closed FY 2026 with fourth quarter revenue of US$79.6 million and a basic EPS loss of US$0.19, setting a clear snapshot of where the top line and bottom line currently stand. Over recent periods the company has kept quarterly revenue in a tight band around US$79 million to US$80 million, while basic EPS losses have ranged from US$0.25 to US$0.56 per quarter, giving investors a consistent read on how revenue scale and per share losses are tracking together. With that backdrop, this...

AZZ (AZZ) shares recently reacted to a quarterly earnings report, where revenue reached US$425.7 million with 5.5% year-over-year growth and results and guidance both came in ahead of analyst expectations. See our latest analysis for AZZ. At a share price of US$125.94, AZZ has given investors a 14.8% year to date share price return and a 3 year total shareholder return of about 2.3x. This suggests momentum has built over time, even though the 1 month share price return of 5.5% and recent...

What Braze’s Recent Performance Signals for Investors Braze (BRZE) has been under pressure, with the stock showing a 46.1% decline over the past 3 months and a 47.1% negative total return over the past year. This has put its recent performance firmly in focus for investors. See our latest analysis for Braze. With the share price at $18.84, Braze’s 30 day share price return of 4.03% contrasts with a 90 day share price return decline of 46.06% and a 1 year total shareholder return decline of...

Afya: Stock Performance Snapshot After Recent Moves Afya (NasdaqGS:AFYA) has seen mixed share performance recently, with a 1-day return of about a 1% decline, a 3.3% gain over the past week, and weaker results over the past month and the past 3 months. See our latest analysis for Afya. With the share price at $13.88, Afya’s recent 7 day share price return of about 3% contrasts with weaker 1 month and year to date share price returns. Its 3 year total shareholder return of roughly 30% still...

If you are wondering whether Spotify Technology at around US$514 per share still offers value, or if most of the easy gains are behind it, this article walks through what the current price could be telling you. Over the past month the stock is up 24.0%, even though the year to date return is a 10.5% decline and the 1 year return is a 4.0% decline, all against a very large 3 year gain and an 81.5% return over 5 years. Recent headlines have focused on Spotify Technology’s ongoing push in audio...

Digital Realty Trust (DLR) is back in focus after institutional investors shifted positions, management updated its 2026 guidance around AI and cloud infrastructure, and the company expanded into Portugal with a new Lisbon data center facility. See our latest analysis for Digital Realty Trust. Recent company updates around AI data centers, dividend capacity, and expansion into Lisbon have come alongside a 30 day share price return of 4.91% and a 90 day share price return of 13.71%. The 1 year...

If you are wondering whether FIGS is still good value after its recent run or if it is starting to look stretched, this article will walk through what the current price actually implies. FIGS trades at US$15.70 after a 46.2% return over the last 30 days, with year-to-date gains of 37.8% and a 1-year return of 237.6%, although the stock has slipped 7.5% over the past week. Recent market attention has centered on FIGS as investors reassess its position in the consumer durables space and...