U.S. Software Stock News

BofA Securities recently downgraded Comstock Resources from Buy to Neutral, pointing to lower natural gas price forecasts, high leverage, and the company’s fully dry gas production mix as key risk factors. This reassessment underscores how Comstock’s concentrated exposure to Western Haynesville gas makes its cash flow outlook especially sensitive to shifts in commodity assumptions. We’ll now examine how BofA’s concerns about gas price risk and leverage could reshape Comstock’s previously...

With no single headline catalyst in play, CVB Financial (CVBF) is drawing attention as investors weigh its recent share performance against fundamentals, including reported revenue of US$509.488 million and net income of US$203.722 million. See our latest analysis for CVB Financial. At a share price of US$19.92, CVB Financial has seen a 7.42% 90 day share price return and a 6.67% year to date share price return, while its 1 year total shareholder return of 1.11% and 3 year total shareholder...

On January 13, 2026, American Resources Corporation disclosed that it received a Nasdaq notice of non-compliance for failing to hold its required annual shareholder meeting within 12 months of its FY 2024 year-end, though trading in its shares continues without immediate impact. This listing-rule issue highlights governance and procedural risks that can matter to investors even when they do not immediately threaten a company’s market listing. Next, we’ll examine how this Nasdaq compliance...

Global Industrial (GIC) recently reported third quarter results, with revenue, EBITDA, and EPS all coming in below analyst expectations. The company also posted the weakest revenue growth in its peer group, prompting an 11.1% share price decline. See our latest analysis for Global Industrial. At a latest share price of $31.4, Global Industrial’s 1 day share price return of a 0.79% decline and 90 day share price return of a 9.54% decline contrast with a 1 year total shareholder return of...

In January 2026, German American Bancorp disclosed further insider share purchases by directors Jack Sheidler and Zachary W. Bawel through its Dividend Reinvestment and Stock Purchase Plan, alongside its previously announced plan to redeem US$40,000,000 of subordinated notes due 2029 by December 2025 at full principal plus accrued interest. This combination of insider buying and planned debt redemption highlights how company leaders are aligning with shareholders while reshaping the firm’s...

Huntington Ingalls Industries (HII) stock is in focus after its Mission Technologies division secured a Missile Defense Agency SHIELD IDIQ contract with a US$151b ceiling and expanded its Portchester, U.K. unmanned systems facility. See our latest analysis for Huntington Ingalls Industries. At a share price of US$425.90, Huntington Ingalls Industries has seen strong momentum recently, with a 30 day share price return of 32.56% and a 1 year total shareholder return of 115.19%. This suggests...

If you are wondering whether HCA Healthcare's current share price reflects its true worth, this article walks through what the numbers can and cannot tell you about value. The stock recently closed at US$469.29 and has been fairly flat over the last month, with a 0.5% 30 day return and a 0.2% decline year to date, even though the 1 year return sits at 52.3% and the 3 and 5 year returns are 84.0% and 193.5% respectively. Recent attention on hospital operators and healthcare providers has kept...

Fluor Corporation recently completed mechanical work on BASF's Zhanjiang Verbund project in China, BASF's largest investment, after more than 75 million work hours without a Lost Time Injury. This project highlights Fluor’s capacity to execute large, complex, sustainability-focused infrastructure with extensive engineering, procurement and construction scope, using a workforce that peaked at roughly 13,000 people. We’ll now explore how this successful completion of BASF’s Zhanjiang Verbund...

If you are wondering whether Iridium Communications' current share price lines up with its underlying value, you are not alone. That is exactly what this article will unpack. The stock closed at US$19.04 most recently, with returns of a 1.6% decline over 7 days, 14.8% over 30 days, 7.2% year to date, a 30.6% decline over 1 year, a 66.4% decline over 3 years and a 58.9% decline over 5 years. These figures may prompt questions about how the market is currently pricing the business. Recent...

If you are wondering whether Old Republic International at around US$43.05 is offering fair value or a potential mismatch between price and fundamentals, you are in the right place. The stock has moved 1% over the last 7 days, a 6% decline over the last 30 days, is marginally lower year to date at 0.5% decline, while its 1 year return sits at 30.1% and its 3 year and 5 year returns are very large at over 7x and more than double respectively. Recent attention on Old Republic International has...

Sandisk (SNDK) is back in the spotlight as AI driven demand for NAND flash runs into tight supply, with the company lifting prices on high capacity enterprise SSDs while analyst upgrades continue to accumulate. See our latest analysis for Sandisk. Those price hikes and analyst upgrades come after a powerful run in the stock. The 30 day share price return is about 100% and the 90 day share price return is close to 200%. Year to date momentum remains strong off a US$413.62 last close. This...

Recently, Regeneron Pharmaceuticals’ leadership outlined a plan to prioritize internal research and development over large acquisitions as it approaches key patent expiries for flagship drugs Eylea and Dupixent, alongside continued progress in its partnered gene therapy programs with Intellia. This renewed emphasis on in-house innovation, capital allocation discipline and lifecycle management for core franchises could materially influence how investors assess Regeneron’s longer-term growth...

In early January 2026, Apono announced a new integration with Check Point Software Technologies, creating a SASE-based Zero Standing Privilege architecture that replaces slow, SCIM-dependent identity syncs with real-time, temporary access controls through Harmony SASE to reduce long-lived permissions in cloud environments. Around the same time, Chinese authorities instructed domestic firms to stop using foreign cybersecurity software, explicitly naming Check Point, highlighting how...

Gilat Satellite Networks recently presented at the 28th Annual Needham Growth Conference in New York, where its CEO Adi Sfadia and CFO Gil Benyamini outlined the company’s latest developments for investors. This appearance follows a period of strong third-quarter 2025 results and a US$98.8 million private placement, signaling management’s focus on funding future growth initiatives and strengthening the balance sheet. With the recent private placement as a key backdrop, we’ll now examine how...

If you are wondering whether Pinterest's current share price lines up with its long term potential, looking closely at what you are paying for today versus the underlying business can be a useful place to start. At a last close of US$25.91, the stock has seen a 4.5% decline over the past week, is roughly flat over the past month at a 0.1% return, and has logged returns of 2.4% decline year to date, 15.1% decline over 1 year and 2.6% decline over 3 years, with a 64.5% decline over 5...

NextNav previously submitted a proposal to the FCC seeking rulemaking that would allow its 5G spectrum to be used for a terrestrial GPS complement and backup system, addressing vulnerabilities in existing satellite-based positioning services. A key nuance is that NextNav is currently the only party with a concrete, filed plan, positioning it at the center of a bipartisan, national security–oriented policy discussion on GPS resilience. With this context, we will examine how the FCC’s review...

Carpenter Technology (CRS) is back on investors’ radar after Fitch Ratings upgraded its Long-Term Issuer Default Rating and the company closed a $700 million senior notes offering at 5.625%, maturing in 2034. See our latest analysis for Carpenter Technology. Those credit and funding moves arrive alongside meaningful price momentum, with a 40.81% 3 month share price return and a very large 3 year total shareholder return, suggesting investors are reassessing growth prospects and risk for this...

Navient (NAVI) is back in focus after a leadership shake up that puts long time executive Steve Hauber in the Chief Financial Officer seat, consolidating oversight of finance, legal, risk and compliance. See our latest analysis for Navient. That reshuffle comes as Navient’s share price sits at US$12.51, with a 30 day share price return of 5.23% decline and a 1 year total shareholder return of 5.70% decline. This suggests recent momentum has softened even as investors weigh the upcoming 2025...

Earlier this month, Abercrombie & Fitch updated its 2025 outlook, trimming full-year net sales growth guidance to at least 6% and setting operating margin expectations around 13%, while narrowing its earnings per share range to US$10.30–US$10.40. Management’s more cautious tone on discretionary spending, alongside continued investments in global expansion, digital capabilities, and collaborations, highlights a careful balance between growth ambitions and profit protection. Next, we’ll...

Genesis Energy (GEL) has drawn fresh attention after its board approved a 9.1% increase in the quarterly cash distribution to US$0.18 per common unit, supported by recent free cash flow generation. See our latest analysis for Genesis Energy. The distribution decision comes after a strong run in the units, with a 30 day share price return of 9.87% and a 90 day share price return of 13.58%. Meanwhile, the 1 year total shareholder return of 66.17% and 5 year total shareholder return of 278.67%...

Recently, Xylem and Global Water Intelligence released research indicating that rapid global artificial intelligence expansion could more than double water demand across the AI value chain by 2050, calling for a coordinated “water transition” centered on reuse, digital infrastructure, and partnerships. The report, paired with Xylem’s multi‑year strength in sales and earnings, highlights how AI‑driven water needs may increasingly align with the company’s focus on advanced treatment...

Recent coverage of Sonoco Products (SON) has focused on its acquisitions of Ball Metalpack and Eviosys. These deals have shifted the business further into metal packaging and made it a major metal food can producer. See our latest analysis for Sonoco Products. At a share price of US$48.71, Sonoco Products has seen a 30 day share price return of 12.86% and a 90 day share price return of 21.68%. The 1 year total shareholder return of 6.99% contrasts with weaker 3 and 5 year total shareholder...

Papa Johns has chosen PAR Technology (PAR) to power its next generation U.S. in restaurant tech stack, putting PAR POS and PAR OPS at the center of a multi year, AI enabled operations overhaul. See our latest analysis for PAR Technology. The Papa Johns deal lands after a year where PAR Technology’s share price return was volatile, with a 1-year total shareholder return decline of 49.44% but a 3-year total shareholder return of 16.09%. The recent 90-day share price return of 5.56% suggests...

If you are wondering whether U.S. Bancorp’s current share price reflects its true worth, it helps to start with a clear look at how the market has been treating the stock lately and what that might mean for value focused investors. U.S. Bancorp recently closed at US$54.40, with returns of 1.2% over 30 days, 0.9% year to date, 17.5% over 1 year, 35.1% over 3 years and 47.0% over 5 years. These figures give you a sense of how the market has priced the bank over different time frames. Recent...