U.S. Software Stock News

Circle Internet Group (CRCL) has quietly slipped about 15% over the past month and roughly 34% in the past 3 months, even as revenue and net income growth remain firmly positive. See our latest analysis for Circle Internet Group. Zooming out, that 30 day and 90 day slide in the share price return sits against a still positive year to date share price return of 6.2%, suggesting momentum has cooled but growth expectations have not disappeared at $88.41. If Circle’s recent pullback has you...

Best Buy has added Dylan Jadeja, chief executive officer of Riot Games and former Goldman Sachs consumer retail leader, to its Board of Directors, and on December 5, 2025, the company also appointed him to its Compensation and Human Resources Committee and its Finance and Investment Policy Committee effective March 2, 2026. By bringing in a leader with deep experience across gaming, digital content, and finance, Best Buy is signaling a stronger push to align its leadership expertise with...

In recent months, Innovative Industrial Properties has contended with rising tenant defaults that are pressuring funds-from-operations and pushing its dividend payout ratio higher, even as rental revenues show some sequential improvement. This tension between elevated tenant risk and management’s choice to maintain the dividend has sharpened investor focus on whether cash flows can reliably cover future distributions and support re-leasing efforts across the portfolio. We will now examine...

If you have ever wondered whether Carnival Corporation & is still a bargain after its big recovery story, you are in the right place. We are going to walk through what the current price really implies about its value. The stock has slipped 2.3% over the last month and is roughly flat over the past year at a 1.2% loss, but zooming out to three years it is still up 194.3%. This indicates that sentiment has already shifted significantly from the lows. That reversal has been underpinned by...

Super Micro Computer (SMCI) just rolled out its new liquid cooled NVIDIA HGX B300 systems and validated FlexTwin with Cornelis networking, a combo aimed squarely at the next wave of AI and HPC demand. See our latest analysis for Super Micro Computer. Despite the new HGX B300 launches and the Cornelis FlexTwin validation, Super Micro Computer’s share price has been under pressure, with a roughly 10% 1 month share price return and 22% 3 month share price return pulling back some of its earlier...

If you have been wondering whether Mosaic is quietly turning into a value play, you are not alone. This article is going to unpack exactly what the market might be missing. The stock is down about 1.5% over the last week, 7.6% over the last month and 8.1% over the past year. It is still up 14.2% over five years, a mixed picture that can hide some interesting value dynamics. Recently, investors have been digesting headlines around fertilizer demand, shifting crop prices and the broader...

SM Energy (SM) has quietly outperformed the broader energy space over the past month, with the stock up about 11% even after a rough past 3 years for shareholders. See our latest analysis for SM Energy. The recent 10.85% 1 month share price return looks more like a bounce than a full reversal, given the steep year to date share price decline and weak 1 year total shareholder return. If SM Energy has you rethinking your exposure to cyclicals, it could be a good moment to explore aerospace and...

In recent days, activist investor Jana Partners urged Alkami Technology to explore a potential sale or other strategic alternatives, while Alkami’s MANTL solution team announced that Financial Plus Credit Union won the Future Branches Innovator Award for “Most Effective Technology Implementation” after revamping its account opening process with MANTL’s omnichannel platform. Together, the activist pressure and MANTL’s award-winning implementation highlight both external interest in unlocking...

Recent Trading Context for Serve Robotics Serve Robotics (SERV) has been on a bumpy ride lately, with the stock sliding over the past week even as it still sits higher than a month ago. This leaves investors weighing short term volatility against a longer term story. See our latest analysis for Serve Robotics. At around $12.22 per share, Serve Robotics has seen its 30 day share price return swing higher while the year to date share price return remains in negative territory. Recent momentum...

Public Storage recently reported an operating update showing that average annual contract rent per square foot for new tenants declined through November 2025, even as it moved to acquire or contract to acquire 88 self-storage facilities for US$949.4 million, adding 6.1 million net rentable square feet this year. The company’s latest investor presentation underlines how this expansion of 2,565 stabilized Same Store Facilities and newly acquired properties could influence future revenue...

CF Industries Holdings (CF) has been grinding lower recently, with the stock down around 12 % over the past 3 months and about 13 % over the past year, despite still solid long term returns. See our latest analysis for CF Industries Holdings. That recent slide, including an 8.2 % 30 day share price return and double digit year to date weakness, signals fading momentum in the near term. Even though the five year total shareholder return above 100 % still underscores substantial long run wealth...

Webster Financial Corporation, the parent of Webster Bank, recently lowered its prime lending rate to 6.75% from 7.00%, effective December 11, 2025, affecting borrowing costs for its consumer and commercial customers across its Northeast footprint. This adjustment in Webster’s prime rate offers insight into how management is aligning lending terms with broader interest-rate conditions and client demand, which could influence the mix and growth of its loan portfolio. Next, we’ll examine how...

In recent days, UBS resumed coverage of Hamilton Lane with a Buy rating and Goldman Sachs upgraded the firm to Buy after its fiscal 2026 second-quarter earnings surpassed analyst expectations, underscoring confidence in its evergreen wealth strategy and exposure to private markets and secondary transactions. This wave of positive analyst attention highlights how Hamilton Lane’s expanding presence in retail-focused alternatives and diversified private market access is becoming a central part...

Toll Brothers recently reported mixed fourth-quarter 2025 results, with revenue rising to US$3,423.4 million while net income slipped to US$446.72 million and earnings per share came in below analyst expectations amid a softer demand backdrop and a 15% decline in backlog. At the same time, the builder is pressing ahead with new luxury communities such as Wilder Ranch in Colorado, Rivercrest in Nevada, and expanded offerings in Washington, underscoring its focus on affluent buyers even as it...

Roche’s upbeat Phase 3 data for its breast cancer SERD giredestrant has lit a fire under Olema Pharmaceuticals (OLMA), with investors recalibrating expectations around the company’s own SERD candidate, palazestrant. See our latest analysis for Olema Pharmaceuticals. The latest pop, including a 15.43% 1 day share price return and a 252.64% 30 day share price return, builds on a powerful backdrop of a 450.81% year to date share price return and a 1152.24% three year total shareholder return...

Advanced Drainage Systems (WMS) is back on investors radar after a recent fund commentary highlighted its better than expected sales and earnings, as well as a reaffirmed fiscal 2026 outlook despite choppy construction markets. See our latest analysis for Advanced Drainage Systems. The latest fund commentary seems to have reminded the market what is working under the hood, with the share price now at $149.6 and a strong year to date share price return of 30.85 percent feeding into a solid 5...

Wondering whether Civitas Resources is a value play or a value trap at today’s price? You are not alone. This stock has quietly shifted from market favorite to contrarian idea. The share price has bounced about 10.5% over the last month but is still down roughly 36.4% year to date and 33.8% over the last year, a mix that often signals either a looming problem or a mispriced opportunity. Recent headlines around Civitas have focused on its portfolio positioning and capital discipline in a...

In recent days, analysts have warned that rising AI-driven memory costs and intensifying competition from Nvidia and AMD could pressure Intel’s core PC and server businesses, particularly its margins. These concerns come alongside governance questions around CEO Lip-Bu Tan’s venture ties, ongoing legal disputes, and mixed progress on Intel’s efforts to reposition itself as an AI and foundry player. What stands out is that Intel is being labeled an “AI loser” by some analysts at the same time...

Travelers Companies (TRV) has been drifting slightly lower over the past week, even after a strong year-to-date run. This naturally raises the question of whether this dip offers a reasonable entry point. See our latest analysis for Travelers Companies. The latest pullback leaves Travelers shares at $278.35, still comfortably ahead for the year thanks to a solid year to date share price return and strong multi year total shareholder returns. This suggests that momentum is cooling rather than...

Byrna Technologies Inc. recently issued preliminary guidance for its fiscal fourth quarter and full year ended November 30, 2025, expecting revenue of US$35.1 million for the quarter and US$118.0 million for the year, both reflecting solid year-over-year growth across dealer, retail, direct-to-consumer, and international channels. The company attributes this performance to broader brand visibility, a wider physical retail footprint, and the successful launch of its Byrna CL launcher,...

If you are wondering whether Ultragenyx Pharmaceutical at around $36 a share is a hidden bargain or another biotech value trap, you are in the right place to unpack what the market is really pricing in. The stock is up about 8.3% over the last month but still down sharply over 1 year and 5 years. This pattern suggests sentiment may be shifting even while longer term holders are still deep in the red. Recent attention on Ultragenyx has centered on its rare disease pipeline progress and...

Critical Metals (CRML) just took a big strategic step, executing a 50/50 joint venture term sheet with Romanian state-owned FPCU to build a rare earth processing facility in the European Union without adding debt or equity dilution. See our latest analysis for Critical Metals. The JV news lands after a volatile run, with the 90 day share price return of 44.9 percent and year to date share price return of 37.9 percent contrasting with a softer 22.2 percent one year total shareholder return...

Recent performance sets the stage PTC (PTC) has quietly slipped over the past 3 months, even though its revenue and net income keep growing at mid single digit rates. That gap between fundamentals and share performance is what matters now for investors. See our latest analysis for PTC. The 1 year total shareholder return of negative 12.7 percent, despite a 3 year total shareholder return above 40 percent, suggests momentum has cooled as investors reassess how much they are willing to pay for...

Klarna Group (KLAR) has been on a bumpy ride lately, with the stock sliding over the past 3 months even as revenue and net income growth point to an improving underlying business trajectory. See our latest analysis for Klarna Group. Despite the steady operational progress, Klarna Group’s share price return has been choppy, with a 1 day share price return of 4.76 percent and 7 day share price return of 5.07 percent, which partly offset a weaker 90 day share price return of negative 24.78...