U.S. Software Stock News

NasdaqGS:SMTC
NasdaqGS:SMTCSemiconductor

Is It Too Late To Consider Semtech (SMTC) After Its Strong One Year Share Price Rise

If you are wondering whether Semtech's current share price reflects its true worth, you are not alone. This article looks at what the numbers are actually saying about the stock. Semtech shares last closed at US$77.44, with a 3.0% return over the past week, a 2.7% decline over the last 30 days, and returns of 2.9% year to date and 18.9% over the past year, while the 3 year return is very large and the 5 year return sits at 3.1%. These moves have come alongside ongoing investor attention on...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

Can WillScot (WSC) Turn Projected Sales Declines Into a Stronger Long-Term Expansion Strategy?

In the past two years, WillScot Holdings has seen its sales stagnate, with analysts now projecting a 5.3% sales decline over the next 12 months, pointing to a tougher demand backdrop for its temporary space solutions. This shift marks a clear break from earlier growth expectations built around modular and climate-controlled offerings, forcing investors to reassess the company’s ability to sustain its long-term expansion initiatives. We’ll now examine how the projected 5.3% sales decline...
NasdaqGS:THRM
NasdaqGS:THRMAuto Components

Gentherm (THRM) Valuation After Institutional Buying And An Earnings Beat

Institutional buying and earnings beat put Gentherm in focus Gentherm (THRM) is back on investors’ radar after Allspring Global Investments Holdings lifted its stake by 71.2% and the company reported quarterly earnings that topped analyst expectations. See our latest analysis for Gentherm. The recent 10.5% 90 day share price return and 5.62% 30 day share price return suggest momentum is picking up from a softer backdrop, with the 1 year total shareholder return still showing a 2.73%...
NasdaqCM:INVZ
NasdaqCM:INVZElectronic

Why Innoviz Technologies (INVZ) Is Up 35.6% After New Edge-Compressed LiDAR Integration Milestone

In early January 2026, Innoviz Technologies announced that its InnovizSMARTer LiDAR was integrated with NVIDIA’s Jetson Orin Nano and that its InnovizThree line now includes a compact sensor-fusion module combining fully colored long-range LiDAR and an RGB camera, both aimed at simplifying deployments across smart infrastructure and mobility applications. By compressing high-volume LiDAR data at the edge and factory-aligning camera and LiDAR in a single module, Innoviz is targeting lower...
NYSE:NI
NYSE:NIIntegrated Utilities

Is NiSource (NI) Priced Too Rich After Strong Multi Year Share Price Gains

If you are wondering whether NiSource is offering fair value at around US$41.88 per share, this article will walk through what the current price really reflects. NiSource's share price has been relatively steady in the short term, with a 0.4% decline over the last 7 days and a 0.3% decline over 30 days, while the longer term picture shows a 20.4% return over 1 year, 68.0% over 3 years and 126.9% over 5 years. These returns sit against a backdrop of ongoing interest in regulated utilities...
NYSE:WAT
NYSE:WATLife Sciences

How Investors Are Reacting To Waters (WAT) Slowing Organic Growth And Rising Acquisition Questions

Waters Corporation has recently faced underperformance in its core business, with organic revenue growth of 1.8% annually over the past two years trailing healthcare peers and pointing to diminishing returns on existing profit pools. This slowdown raises questions about whether Waters may need acquisitions to reinvigorate growth, highlighting growing pressure on its long-standing business model and capital deployment choices. Next, we’ll examine how this weaker organic revenue trajectory...
NYSE:AMBP
NYSE:AMBPPackaging

Is Stronger Earnings And Debt Extension Efforts Altering The Investment Case For Ardagh Metal Packaging (AMBP)?

Ardagh Metal Packaging recently reported higher revenue and profit than a year earlier and outlined steps to strengthen its balance sheet by extending debt maturities and improving investor disclosure. This combination of better earnings and clearer communication comes despite ongoing industry headwinds, including mixed packaging demand and concerns over the company’s high debt load and North American market-share risk. Next, we’ll examine how stronger recent results and Ardagh’s efforts to...
NasdaqCM:AMPL
NasdaqCM:AMPLSoftware

The Bull Case For Amplitude (AMPL) Could Change Following AI-Driven Beat Across Revenue, Billings, EBITDA – Learn Why

In its most recent quarter, Amplitude reported revenue growth of 17.7% year on year and exceeded analyst expectations on revenue, billings, and EBITDA, highlighting strong operational execution in its digital analytics business. Management also underscored how AI is reshaping software development, signaling a clear focus on integrating AI-driven capabilities more deeply into Amplitude’s analytics platform. Next, we’ll explore how Amplitude’s stronger-than-expected quarterly performance and...
NYSE:KMPR
NYSE:KMPRInsurance

Assessing Kemper (KMPR) Valuation After Mixed Short And Long Term Share Performance

Why Kemper Is Getting Attention Now Kemper (KMPR) is back on investors’ radar after a stretch of mixed share performance, with short term gains contrasting with weaker moves over the past 3 months and year. See our latest analysis for Kemper. The recent 1-day share price return of 0.70% and 30-day share price return of 1.47% sit against a weaker 90-day share price return of a 19.63% decline and a 1-year total shareholder return of a 36.51% decline. This suggests any short term momentum is...