U.S. Software Stock News

Why DENTSPLY SIRONA Is Back on Watchlists DENTSPLY SIRONA (XRAY) is drawing fresh attention after recent share price moves, with the stock up about 9.1% over the past month while remaining lower over the past year. See our latest analysis for DENTSPLY SIRONA. Recent trading points to rebuilding interest, with a 10.65% year to date share price return and a 9.10% 1 month share price return. This contrasts with a 33.81% 1 year total shareholder return decline and suggests sentiment is...

If you are wondering whether CDW's share price reflects its underlying value right now, you are not alone. This article walks through the numbers so you can judge that for yourself. CDW shares last closed at US$126.39, with returns of 0.3% over 7 days, a 7.2% decline over 30 days, a 5.1% decline year to date, and a 35.6% decline over 1 year, as well as a 34.7% decline over 3 years and an 11.1% decline over 5 years. Recent news around CDW has focused on its role as a major IT solutions...

Nike (NKE) is back in focus after revealing plans to cut 775 jobs at its U.S. distribution centers, a move tied to broader automation efforts, supply chain simplification, and margin repair. See our latest analysis for NIKE. These distribution center cuts sit alongside weaker recent share price performance, with a 7 day share price return of 4.97% and a 1 year total shareholder return decline of 17.73%, suggesting momentum has been under pressure as investors reassess growth and margin...

Altria Group (NYSE:MO) announced that CEO Billy Gifford plans to retire in May 2026. Current CFO Salvatore Mancuso has been named Gifford’s successor as CEO. Mancuso has also been elected to Altria’s Board of Directors as part of the transition. The leadership change includes a broader expansion of the Board to accommodate the new structure. Altria Group, the tobacco company behind Marlboro in the US, is reshaping its senior leadership at a time when the industry continues to face...

Brinker International, ticker NYSE:EAT, is reporting a sustained run of strong same store sales at Chili's alongside new national menu launches. The company is rolling out a new chicken sandwich lineup across the U.S. and preparing a broad restaurant remodel program for fiscal 2027 and 2028. Management highlights operational improvements and capital spending plans that it believes are helping Chili's in a tough casual dining industry. Brinker International enters this news cycle with its...

Fourth quarter earnings set the tone Marten Transport (MRTN) reported fourth quarter 2025 earnings that combined softer year over year results with improving quarter over quarter profitability, especially in its Truckload segment, giving investors fresh data on freight market conditions. Sales for the quarter were US$210.11 million compared with US$230.43 million a year earlier, while net income was US$3.7 million versus US$5.63 million, with diluted EPS from continuing operations at US$0.05...

If you are wondering whether Honeywell International at around US$227.52 is a fair price or not, this article will walk you through what the current market tag might be implying about the stock. Over shorter time frames the stock has seen returns of 2.7% over 7 days, 16.6% over 30 days, 16.2% year to date and 10.3% over 1 year, which can influence how investors think about both upside potential and changing risk. These moves sit against a backdrop where investors are regularly reassessing...

Amazon, Google, and Apple are building new AI and server processors using Arm architecture from Arm Holdings (NasdaqGS:ARM). Apple has agreed a new long term deal with Arm that extends beyond 2040. These developments highlight Arm's role in AI and data center chip design for large technology companies. Arm Holdings sits at the center of chip design for mobile devices, data centers, and AI focused processors, licensing its architecture to companies that build their own chips. As Amazon,...

Curtiss-Wright (NYSE:CW) has partnered with Green Hills Software to develop safety certifiable COTS computing solutions for avionics. The company’s PacStar tactical edge servers have been validated for use with Azure Local for hybrid cloud and edge deployments. Curtiss-Wright, trading at $656.69, has recorded a 19.1% return over the past 30 days and 89.7% over the past year. For investors tracking defense and aerospace suppliers, these new avionics and edge computing initiatives add context...

Thermo Fisher Scientific (TMO) has drawn investor attention after recent trading left the shares around $578.61, with returns roughly flat over the past month and slightly positive over the past three months. See our latest analysis for Thermo Fisher Scientific. That recent pullback, including a 7 day share price return of 7.57% and a year to date share price return decline of 2.35%, sits against a 1 year total shareholder return decline of 2.86% and a 5 year total shareholder return of...

Earlier in January, Alumis reported that its lead autoimmune drug candidate, the TYK2 inhibitor envudeucitinib, met all primary and secondary endpoints with strong statistical significance in two Phase III trials for moderate-to-severe plaque psoriasis. This clinical milestone has prompted several Wall Street firms to initiate or upgrade coverage, framing envudeucitinib as a central asset in Alumis’s late-stage autoimmune pipeline. We’ll now examine how envudeucitinib’s Phase III success...

If you are looking at Exxon Mobil and wondering whether the current share price still offers value, you are not alone. This article focuses on what the numbers say about where the stock stands today. Exxon Mobil shares last closed at US$141.40, with returns of 4.8% over 7 days, 17.5% over 30 days, 15.3% year to date, 37.2% over 1 year and 40.1% over 3 years, while the 5 year return is very large. Recent headlines for Exxon Mobil have centered on its positioning within global energy markets...

Virtu Financial (VIRT) is back on investors' radar after reporting fourth quarter and full year 2025 results that exceeded expectations, highlighted by record adjusted net income and strong contributions from both market making and execution services. See our latest analysis for Virtu Financial. The earnings beat appears to have coincided with a sharp shift in sentiment, with a 30 day share price return of 24.58% and a 27.33% year to date share price return. The 3 year total shareholder...

If you are wondering whether Equity Residential is offering fair value at around US$62.32 per share, you are not alone. This article is built to help you size up the price tag with a clear valuation lens. The stock has had a mixed run, with a 0.4% gain over the last week, a 1.1% decline over the last month, a 0.5% gain year to date, and an 8.0% decline over the past year, while the 3 year and 5 year returns sit at 9.0% and 16.0% respectively. Recent coverage has continued to focus on Equity...

In late January 2026, Renasant Corporation reported fourth-quarter 2025 results showing revenue and adjusted earnings per share ahead of analyst expectations, supported by successful integration of its merger with The First and higher net loan charge-offs of US$9,109,000 versus US$1,722,000 a year earlier. The company also completed a share repurchase of 384,952 shares for US$13.2 million, underscoring active capital management alongside its focus on cost efficiencies and organic...

Recent performance context for AMETEK (AME) With no single headline event driving attention today, AMETEK (AME) has still drawn investor interest after a month that included a 9.1% return and a past 3 months gain of 10.8%. Those moves come alongside reported annual revenue of US$7.16b and net income of US$1.47b, giving investors concrete numbers to weigh against the recent share price of US$223.98. See our latest analysis for AMETEK. AMETEK’s recent 9.1% 1 month share price return and 10.8% 3...

In recent days, Unity Software has attracted attention as analysts projected strong earnings growth, including an expected EPS of $0.20 for the current quarter and higher revenue estimates for the coming years. Investors are also focusing on Unity’s dual Create and Grow Solutions, which position the platform at the intersection of real-time content creation and monetization. Next, we’ll examine how expectations of stronger earnings could shape Unity Software’s investment narrative for...

NVIDIA agreed to invest US$2b in CoreWeave (NasdaqGS:CRWV), deepening an existing partnership focused on AI infrastructure. The new equity stake is paired with an expanded commercial relationship involving access to NVIDIA GPUs for large scale AI workloads. At the same time, CoreWeave faces multiple securities class action lawsuits alleging it misled investors about its infrastructure capabilities and related risks. CoreWeave operates large scale cloud infrastructure designed for AI...

Without a specific news catalyst, interest in CSW Industrials (CSW) centers on how its recent share performance and latest financial figures might fit into a longer term view for investors watching industrial product suppliers. See our latest analysis for CSW Industrials. The recent 7 day share price return of 15.51% decline and 30 day share price return of 8.02% decline contrast with a 90 day share price return of 7.81% gain and a 3 year total shareholder return of 93.29%. Together, these...

Why the FTC action around Express Scripts matters for Cigna Group (CI) The recent FTC settlement pause involving Express Scripts has put Cigna Group (CI) back in focus, highlighting how its Evernorth health services and Pharmacy Benefit Manager platform rely on fee-based revenue rather than membership growth. For you as an investor, the key question is how this regulatory development interacts with Cigna’s stated emphasis on profitability, earnings stability and health services, especially...

John Wiley & Sons has recently reported ongoing end-market pressures, with sales declining about 2.2% annually over five years and free cash flow margins compressing. An important implication is that the company appears to be consuming more capital just to stay competitive, raising questions about its longer-term growth potential. Next, we will examine how this need for increased capital spending to offset weak demand shapes John Wiley & Sons’ investment narrative. The end of cancer? These...

LendingClub Corporation recently reported fourth-quarter 2025 net income of US$41.55 million and full-year net income of US$135.68 million, alongside 2026 diluted EPS guidance of US$0.34–US$0.39 for the first quarter and US$1.65–US$1.80 for the full year. The company paired this earnings and guidance update with lower quarterly net charge-offs, a completed US$11.9 million buyback, leadership transitions, and a shift toward fair value accounting that changes how its growing loan book is...

If you are wondering whether Scorpio Tankers is still fairly priced after a strong run, this article walks through what the current share price could imply about value. The stock last closed at US$63.62, with returns of 8.7% over 7 days, 25.2% over 30 days, 28.0% year to date, and 38.5% over 1 year. This naturally raises questions about how much of the story is already reflected in the price. Recent news around product tanker market conditions, fleet supply and demand, and refined product...

Janus Henderson Group (NYSE:JHG) has just posted its FY 2025 third quarter numbers, with revenue of US$700.4 million and basic EPS of US$0.92. This is set against trailing 12 month revenue of US$2.66 billion and EPS of US$3.41 that also reflect a 31.2% year over year earnings increase and a net profit margin of 19.6% versus 17.1% in the prior year. Over recent quarters, revenue has ranged from US$588.4 million in Q2 2024 to US$708.3 million in Q4 2024, while basic EPS has moved between...