U.S. Software Stock News

NasdaqGS:GLUE
NasdaqGS:GLUEBiotechs

The Bull Case For Monte Rosa Therapeutics (GLUE) Could Change Following MRT-8102 Data And $300 Million Raise

Earlier in January 2026, Monte Rosa Therapeutics completed a roughly US$300.00 million follow-on equity offering, including 11,125,000 common shares at US$24 each and 1,375,000 pre-funded warrants, shortly after releasing positive interim Phase 1 data for its NEK7-directed degrader MRT-8102 in inflammatory conditions. The Phase 1 results, showing deep NEK7 degradation alongside broad reductions in inflammatory markers such as hsCRP and IL-6 with a favorable safety profile in higher...
NasdaqCM:BBCP
NasdaqCM:BBCPConstruction

Concrete Pumping Holdings (BBCP) Margin Compression Challenges Bullish Growth Narratives

Concrete Pumping Holdings (BBCP) just wrapped up FY 2025 with fourth quarter revenue of US$108.8 million and basic EPS of US$0.10, alongside net income of US$4.9 million, setting the tone for how the year closed out. The company has seen quarterly revenue move from US$111.5 million and EPS of US$0.17 in Q4 FY 2024 to US$108.8 million and EPS of US$0.10 in Q4 FY 2025, while trailing twelve month net profit margins sit at 1.2% compared with 3.4% a year earlier, so investors are weighing modest...
NYSE:QGEN
NYSE:QGENLife Sciences

Did Qiagen’s (QGEN) AI and Automation Push Just Redefine Its Diagnostics Investment Narrative?

Earlier this week, Qiagen N.V. outlined its 2026 priorities at the J.P. Morgan Healthcare Conference and the German Investment Seminar, following a special US$2.29 cash dividend with an ex-dividend date of January 8, 2026. The company underscored plans to expand its five core growth pillars, integrate the Parse Biosciences acquisition for single-cell analysis, and pursue automation, AI, and targeted M&A to reach a combined US$2.00 billion in pillar sales by 2028. We’ll now examine how...
NasdaqGM:APGE
NasdaqGM:APGEBiotechs

How Investors Are Reacting To Apogee Therapeutics (APGE) Asthma Data and 2026 Immunology Pipeline Ambitions

Earlier in January 2026, Apogee Therapeutics reported positive interim Phase 1b data for its half-life extended anti-IL-13 antibody zumilokibart (APG777) in mild-to-moderate asthma, showing a favorable safety profile and strong, durable FeNO suppression after a single 720 mg dose. The update also outlined an ambitious 2026 clinical roadmap for zumilokibart and combination asset APG279 across atopic dermatitis and broader immunology indications, underscoring Apogee’s push to build a...
NYSE:BBU
NYSE:BBUIndustrials

Is Brookfield Business Partners (BBU) Pricing Reflecting Its Recent 58% One Year Surge?

If you are wondering whether Brookfield Business Partners at around US$34.85 offers good value today, you are not alone. This article breaks down what that price could mean for long term investors. The unit price has moved 2.7% over the last week, while the 30 day return is a 0.9% decline and the 1 year return sits at 58.1%, with a 3 year return of 91.5% and 5 year return of 42.7%. Recent attention on Brookfield Business Partners has centered on its position as a listed arm of the wider...
NYSE:BK
NYSE:BKCapital Markets

BNY (BK) Margin Expansion Reinforces Bullish Narratives Despite DCF Valuation Gap

Bank of New York Mellon Corporation (BK) has wrapped up FY 2025 with fourth quarter total revenue of US$5.2 billion and basic EPS of US$2.05, alongside net income of US$1.4 billion, while the trailing 12 month view shows revenue of US$20.1 billion, EPS of US$7.47 and net income of US$5.3 billion. Over recent quarters the company has seen quarterly revenue move from US$4.8 billion in Q4 2024 to US$5.0 billion in Q2 2025 and then to US$5.2 billion in Q4 2025, with quarterly basic EPS stepping...
NYSE:PKE
NYSE:PKEAerospace & Defense

Park Aerospace (PKE) Margin Improvement And EPS Stability Reinforce Bullish Profitability Narratives

Park Aerospace (PKE) just posted its Q3 2026 numbers, with revenue of $17.3 million and net income of $2.95 million, translating to basic EPS of $0.15. The company has seen revenue move from $16.7 million in Q2 2025 to $14.4 million in Q3 2025 and then to $17.3 million in Q3 2026, while quarterly EPS over that stretch has ranged from $0.10 to $0.15 as earnings on a trailing 12 month basis reached $8.68 million. With net profit margins on a trailing basis higher than a year ago, the latest...
NYSE:NRGV
NYSE:NRGVElectrical

A Look At Energy Vault Holdings (NRGV) Valuation After SOSA Energy Center Construction Begins

Why the SOSA Energy Center Matters for Energy Vault Holdings Stock Energy Vault Holdings (NRGV) has kicked off construction of the SOSA Energy Center in Texas, a 150 MW / 300 MWh battery energy storage project that opens its Asset Vault platform and supports the company’s shift toward owning and operating infrastructure. See our latest analysis for Energy Vault Holdings. The SOSA Energy Center news comes on the heels of a US$180.6m shelf registration and a strong run in the shares, with a 90...
NasdaqGS:BBSI
NasdaqGS:BBSIProfessional Services

Is BBSI’s New Box-Powered HR Module a Clue to a Deeper Technology-Led Strategy?

In early January 2026, Barrett Business Services, Inc. announced the launch of its Employee File Cabinet HRIS module within the BBSI Client Portal, a secure, centralized digital repository for employee documents developed in collaboration with Box to enhance compliance, efficiency, and access. This module underscores BBSI’s push to deepen its HR technology platform by unifying HR documents across onboarding, applicant tracking, performance management, and other core systems. Next, we’ll...
NasdaqGS:SHC
NasdaqGS:SHCLife Sciences

Does Sotera Health’s 2025 Outlook And Capital Plan Reinforce The Bull Case For SHC?

On January 12, 2026, Sotera Health used its presentation at the 44th Annual J.P. Morgan Healthcare Conference to indicate that 2025 revenue is expected to exceed US$1.16 billion, implying at least 5.5% year-over-year growth and extending a record of more than 20 years of consecutive annual revenue increases. Management also emphasized that capital will primarily support organic expansion while selectively pursuing M&A, debt reduction, and share repurchases, underscoring a disciplined...
NYSE:TTAM
NYSE:TTAMBasic Materials

Is Titan America (TTAM) Pricing In Too Much Optimism After Recent Share Price Moves?

If you are wondering whether Titan America at US$17.25 offers good value or is already pricing in a lot of optimism, you are asking the right question and this article is built to help you frame that clearly. Over shorter timeframes the stock has moved around, with returns of 4.2% over the last 7 days, 2.1% over the last 30 days and 3.2% year to date. This may have caught your eye as either early momentum or a shift in risk perception. Recently, investors have been reacting to company...
OTCPK:QEPC
OTCPK:QEPCConsumer Durables

Q.E.P (OTCPK:QEPC) Net Margin Holds At 6.3% And Tests Bullish Profitability Narrative

Q.E.P (QEPC) has put another quarter on the board, with Q3 2026 revenue of US$59.1 million and basic EPS of US$1.08, while trailing 12 month EPS sits at US$4.56 on revenue of US$235.0 million and net income of US$14.8 million. Over recent quarters the company has seen revenue move between US$56.7 million and US$62.6 million and quarterly EPS range from US$1.03 to US$1.41. This gives investors a clearer view of how earnings power translates into the current 6.3% net margin. Overall, the latest...
NYSE:BFS
NYSE:BFSRetail REITs

Assessing Saul Centers (BFS) Valuation With Mixed Recent Returns And Conflicting P/E And DCF Signals

Saul Centers (BFS) has been drawing attention after recent share performance data showed a mix of shorter term gains and longer term weakness, prompting fresh questions about how its real estate portfolio is currently being valued. See our latest analysis for Saul Centers. The recent 8.5% 90 day share price return suggests some momentum is building off the current US$32.51 level, although the 1 year total shareholder return of a 4.6% decline contrasts with the stronger 5 year total...
NYSE:AMC
NYSE:AMCEntertainment

Should AMC’s (AMC) Amended Exchangeable Notes Shape Investor Views on Dilution and Balance Sheet Flexibility?

In January 2025, AMC Entertainment Holdings and Muvico executed a supplemental indenture with GLAS Trust Company to amend Muvico’s Senior Secured Exchangeable Notes due 2030, updating the exchange rate terms and related provisions. These changes to AMC’s financing arrangements are drawing attention because they tie operational momentum to a capital structure that still raises questions around dilution and long-term resilience. Against this backdrop of amended exchangeable notes and ongoing...
NasdaqGM:INOD
NasdaqGM:INODProfessional Services

Is It Too Late To Consider Innodata (INOD) After Its Multi Year Share Price Surge?

If you are wondering whether Innodata's share price still makes sense after a strong run, the key question is how its current valuation lines up with the business reality. The stock trades at US$62.70, with a 19.7% gain over the last 30 days, an 18.3% return year to date, 84.7% over the past year, and a roughly 18x gain over three years. Over the last 7 days, the share price has declined 3.6%. Recent coverage has focused on Innodata as an AI related data and services company, which ties in...
NYSEAM:UUUU
NYSEAM:UUUUOil and Gas

A Look At Energy Fuels (UUUU) Valuation After A Sharp Share Price Move And Rich Price To Book Ratio

Energy Fuels stock triggered by recent performance Energy Fuels (UUUU) has come onto investors’ radar after a strong share price move, with the stock up about 49% over the past month and 10% over the past week. See our latest analysis for Energy Fuels. That recent momentum sits against a mixed backdrop, with a 30 day share price return of 49.14% and a year to date share price return of 25.36%. The 1 year total shareholder return is very large at over 3x, suggesting sentiment has shifted...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

Is It Time To Reassess Array Technologies (ARRY) After Recent Solar Sector Sentiment Shift

If you are wondering whether Array Technologies stock still offers value at around US$10.00, the key question is how its current price lines up against what the business may be worth. The share price performance has been mixed, with returns of 5.3% over 7 days, 17.4% over 30 days, 3.3% year to date, a 48.1% gain over 1 year, and weaker returns over 3 and 5 years at 57.6% and 79.3% declines. Recent news coverage has focused on Array Technologies as investors reassess solar related names and...
NasdaqCM:SLS
NasdaqCM:SLSBiotechs

How SELLAS’s IMPACT-AML Trial Expansion At SELLAS Life Sciences Group (SLS) Has Changed Its Investment Story

SELLAS Life Sciences Group announced an agreement with IMPACT-AML under which the pan-European network will run a clinical study of SLS009, a selective CDK9 inhibitor, in combination with azacitidine and venetoclax for newly diagnosed high-risk acute myeloid leukemia patients across multiple European sites. By tapping into IMPACT-AML’s EU Mission Cancer-backed STREAM platform, SELLAS can broaden European patient access to SLS009 in a cost-efficient way while its separate REGAL Phase 3 AML...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

Is First Busey (BUSE) Offering Value After Recent Share Price Weakness

For investors wondering whether First Busey is offering fair value at its current share price, or whether the recent trading range is creating an opportunity, this article walks through what the numbers are indicating about the stock. The shares last closed at US$23.70, with returns of a 2.4% decline over 7 days and a 5.8% decline over 30 days, while the 1-year and 5-year returns of 9.9% and 23.2% keep longer term holders focused on the broader context. Recent coverage has focused on how...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Concentrix (CNXC) Q4 EPS Collapse Challenges Bullish Margin Recovery Narratives

Concentrix (CNXC) closed out FY 2025 with Q4 revenue of US$2.6b and a basic EPS loss of US$23.83, alongside a net income loss of US$1.5b. On a trailing twelve month basis, revenue stood at US$9.8b with a net loss of US$1.3b and basic EPS of US$20.30. Over recent quarters the company has seen quarterly revenue move from US$2.4b in Q4 2024 to US$2.6b in Q4 2025. However, basic EPS shifted from US$1.73 and net income of US$111.0m in Q4 2024 to a sizable loss in the latest quarter, so the focus...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Is It Time To Reconsider Paylocity (PCTY) After A 24.7% One Year Share Price Drop

If you are wondering whether Paylocity Holding's share price around US$144.74 offers good value today, it helps to separate the story from the numbers and look at what the data actually says. Over the last week the stock has recorded a 5.1% decline, while the 1 year return sits at a 24.7% decline. This may prompt questions about whether expectations or perceived risk have shifted. Recent commentary around Paylocity has focused on its position in payroll and human capital management software,...
NasdaqGS:TIGR
NasdaqGS:TIGRCapital Markets

Is UP Fintech Holding (TIGR) Pricing In Its Recent 1 Year Rally And Current Valuation?

Wondering whether UP Fintech Holding offers genuine value at its current price, or if the recent excitement has already been priced in? This article breaks down what the numbers are saying about the stock. The share price sits at US$9.52 after a 7 day return of an 8.8% decline, a 30 day return of 3.0%, a year to date return of an 8.8% decline, a 1 year return of 54.5% and a 3 year return of 138.0%, while the 5 year return stands at a 36.2% decline. Recent coverage around UP Fintech Holding...
NasdaqCM:SSII
NasdaqCM:SSIIMedical Equipment

Surging 2025 Revenue and New Leadership Could Be A Game Changer For SS Innovations International (SSII)

SS Innovations International recently issued preliminary, unaudited results indicating fourth-quarter 2025 revenue of about US$15.0 million and full-year 2025 revenue of about US$43.0 million, both sharply higher than 2024 levels and driven by increased SSi Mantra surgical robot sales and installations. Alongside this growth, the company expanded its leadership bench by appointing veteran executive Milan Rao as both Chief Financial Officer and Global Chief Operating Officer, underscoring its...
NYSE:CIVI
NYSE:CIVIOil and Gas

Assessing Civitas Resources (CIVI) Valuation After Recent Share Price Weakness

Civitas Resources (CIVI) has drawn attention after a stretch of negative returns. The stock is down about 10% over the past month and 7% over the past 3 months, inviting closer scrutiny from investors. See our latest analysis for Civitas Resources. Those short term moves sit within a tougher stretch for holders, with a year to date share price return of a 5.11% decline and a 1 year total shareholder return of a 47.54% decline, even though the 5 year total shareholder return of a 72.84% gain...