U.S. Software Stock News

Zoetis (ZTS) just packed a lot into a short stretch, from showcasing a fuller innovation pipeline to lifting its dividend and winning Canadian approval for a new feline pain treatment, all suggesting potential for steadier long term earnings power. See our latest analysis for Zoetis. Even with Pipeline Day buzz, a higher dividend and fresh regulatory wins for Portela, the 1 year total shareholder return is still down 32.5%, and the 5 year total shareholder return is negative. This suggests...

Wondering if Electronic Arts at around $203 a share is still a smart buy, or if the easy money has already been made? Let us unpack whether the current price really matches the long term value story. EA has quietly delivered a 39.6% gain year to date, with the stock up 29.9% over the last year and roughly 70.1% over three years, even if the last month has been a more modest 1.3% move and the last week has dipped slightly. Recently, investors have been digesting a mix of headlines around EA's...

S&P Dow Jones Indices recently announced that Corebridge Financial will replace Allete in the S&P MidCap 400, effective before trading on Wednesday, December 17. This index inclusion elevates Corebridge’s profile with institutional investors and index-tracking funds, potentially broadening its shareholder base and trading liquidity. We’ll now examine how Corebridge’s upcoming S&P MidCap 400 inclusion could influence its retirement-focused growth narrative and capital-light model. We've found...

If you have ever wondered whether Merchants Bancorp at around $36 a share is quietly trading below its true worth, you are in the right place to dig into the numbers behind that price tag. The stock has climbed 5.4% over the last week and 13.3% over the past month, yet it is still only up 0.6% year to date and actually down 5.0% over the last year, all while compounding an impressive 52.7% over three years and 99.2% over five years. Recent attention around regional banks and balance sheet...

Capricor Therapeutics (CAPR) just cleared a major clinical hurdle, reporting positive topline Phase 3 HOPE-3 data for its Duchenne muscular dystrophy therapy Deramiocel, and that update is reshaping how investors view the stock. See our latest analysis for Capricor Therapeutics. The news has landed after an extraordinary run, with Capricor’s 30 day share price return of 364.64 percent and year to date share price return of 73.93 percent. Its 1 year total shareholder return of 96.23 percent...

Enterprise Products Partners (EPD) has quietly ground higher over the past year, delivering about 7% total return while many energy names swung around. That steady climb has investors revisiting whether the units still offer value. See our latest analysis for Enterprise Products Partners. At around $32.13 per unit, Enterprise’s 1 year total shareholder return of about 7% and powerful 5 year total shareholder return above 120% point to slow but persistent momentum, as investors steadily price...

Earlier this week, Warner Music Group appointed long-time A&R leader Craig Kallman as Chief Music Officer, giving him a global brief across the company’s artist roster while continuing to sign talent through his Big Beat label. This move elevates creative decision-making to the top of the organization, signaling a reinforced focus on A&R and long-term artist development across Warner’s global labels. Next, we’ll assess how elevating Craig Kallman to Chief Music Officer could influence Warner...

If you are wondering whether Johnson & Johnson is still a buy after its big run, you are not alone. This article is going to focus squarely on what the current share price really implies about value. The stock has climbed to around $211.58, rising 4.8% over the last week, 8.0% over the past month, and 46.9% year to date, with a 48.7% gain over the last year. These gains have come as investors have refocused on Johnson & Johnson's core pharmaceuticals and medtech franchises and its long...

In December 2025, MSCI Inc. launched the MSCI All Country Public + Private Equity Index, a daily benchmark that combines the MSCI ACWI IMI with a new private equity index built from nearly 10,000 LP‑sourced funds and targets a 15% allocation to private equity. By unifying public and modelled private equity exposures in a single framework, the index offers investors a new way to measure “total equity” portfolios and assess diversification across assets that traditional public benchmarks may...

Sanmina (SANM) has quietly turned into one of the stronger performers in tech manufacturing, with the stock more than doubling over the past year as revenue and net income growth stay solid. See our latest analysis for Sanmina. That pullback to a share price of $160.63 after a 1 day share price return of minus 9.1 percent looks more like a breather than a trend change, given the 90 day share price return of 34.8 percent and five year total shareholder return of 393.6 percent pointing to...

Earlier this month, GE Aerospace’s Marine Engines & Systems division secured orders for eight LM2500 marine gas turbine engines to power two future U.S. Navy Flight III Arleigh Burke-class destroyers, while the Board also affirmed a US$0.36 per-share dividend payable in January 2026. These developments highlight GE Aerospace’s strengthening role in defense propulsion alongside continued cash returns to shareholders, reinforcing interest in its aerospace-focused business model. We’ll now...

Wondering whether Wix.com at around $101.87 is a beaten down opportunity or a value trap? This article is going to walk through the numbers in plain English so you can judge for yourself. The stock has been choppy, up 1.6% over the last week but down 18.7% over the last month. It is still sitting on steep drops of 53.0% year to date and 53.6% over the last year, despite being up 25.9% over three years. Recent share price moves have come alongside ongoing headlines about Wix sharpening its...

NVR recently reported a mixed quarter, with year-on-year revenue slipping while beating some analyst expectations, against a backdrop of softer housing demand, falling new orders, shrinking backlog, and rising cancellation rates. Beyond the headline figures, flat backlog, declining returns on invested capital, and a court loss over unrecorded lot purchase rights point to mounting operational and legal headwinds. We’ll now explore how weaker order trends and rising cancellations reshape NVR’s...

Duke Energy (DUK) has quietly pulled back about 6% over the past month, even as its year to date return is still positive. That divergence may be of interest to long term dividend investors considering an entry point. See our latest analysis for Duke Energy. That recent 30 day share price return of about negative 6 percent looks more like a breather than a breakdown, given Duke Energy’s solid year to date share price gains and healthy multi year total shareholder returns that suggest steady,...

Netskope reported past third-quarter fiscal 2026 results with sales rising to US$184.17 million from US$138.53 million a year earlier, while net loss widened to US$453.08 million and basic loss per share increased to US$1.85. A separate announcement introduced new Model Context Protocol security features within the Netskope One platform, highlighting the company’s push to secure emerging AI agent communications and protect sensitive enterprise data. Next, we’ll examine how Netskope’s...

Recent performance puts Jack Henry in focus Jack Henry and Associates (JKHY) has quietly broken out this month, with the stock up about 14% over the past month and 18% in the past 3 months, outpacing many fintech peers. See our latest analysis for Jack Henry & Associates. That near term momentum, including a 14 percent 30 day share price return and 18 percent 90 day share price return, contrasts with a more modest 5.7 percent one year total shareholder return. This suggests sentiment has...

Synchrony Financial (SYF) has quietly turned into one of the stronger performers in consumer finance, with the stock up around 29% this year and roughly 26% over the past year. See our latest analysis for Synchrony Financial. That steady climb to an $84.22 share price, with a 1 month share price return of just over 15% and a standout 5 year total shareholder return approaching 192%, suggests momentum is building as investors reassess Synchrony’s growth and risk profile. If Synchrony’s run has...

Wondering if Envista Holdings at around $21.97 is a hidden value play or a value trap? You are not alone, and that is exactly what we are going to unpack here. The stock has quietly bounced, up about 8.6% over the last week, 13.2% over the past month, and 15.0% year to date, even though longer-term returns over 3 and 5 years are still down roughly one third. Recent headlines have focused on Envista reshaping its portfolio through strategic moves in dental technology and equipment, as...

Royal Caribbean Cruises (RCL) has quietly extended its recent rebound, with the stock up around 8% over the past week and about 10% over the past month, even after a weak past 3 months. See our latest analysis for Royal Caribbean Cruises. That rebound comes after a choppy few months, but RCL still sports a solid year to date share price return and a remarkable multi year total shareholder return. This suggests investors are again leaning into its long term growth story rather than pricing in...

Recent Performance Sets the Stage Morningstar (MORN) has been quietly lagging the market this year, with the share price down about 36% year to date and roughly 39% over the past year, inviting a closer look at what investors might be missing. See our latest analysis for Morningstar. After a tough stretch that has pushed the share price down sharply year to date, recent 1 month share price stability hints that sentiment may be stabilizing, even as the 1 year total shareholder return remains...

CNH Industrial’s New Holland brand recently saw its T6.180 Methane Power tractor, launched commercially in 2022, win the 2025 ESG Award for Technological Innovation in ESG and the ECO Innovation and Sustainability Award in São Paulo for its biomethane-powered, low-emission design. At the same time, CNH Industrial has been reshaping its financial and market profile through a €500 million notes issuance, alongside mixed analyst views that reflect both its sustainability progress and concerns...

In the past quarter, Nomad Foods reported weaker-than-expected revenue as record warm weather dampened demand for its frozen products while higher input costs pressured profitability and are not expected to be offset until planned price adjustments in 2026. This combination of weather-related volume softness and delayed cost recovery has made Nomad Foods a key drag in at least one international small-cap portfolio, underscoring investors’ concerns about its near-term earnings...

Earlier this month, Lucid Group participated in investor conferences in Florida and London, where its interim CEO and CFO outlined production plans, capital needs, and progress on scaling the new Gravity SUV. At the same time, a cautious analyst downgrade highlighting extended losses and potential equity dilution contrasted with a more supportive backdrop from lower interest rates, sharpening investor focus on Lucid’s path to breakeven and funding. We’ll now examine how Morgan Stanley’s...

On December 9, 2025, IQVIA Holdings Inc. amended its Fifth Amended and Restated Credit Agreement to refinance multiple term and revolving loan facilities into new classes, lower interest on certain US dollar borrowings by removing the term SOFR credit spread adjustment, and release its Swiss and Japanese subsidiaries from borrower obligations. This refinancing simplifies IQVIA’s capital structure and reduces borrowing costs, potentially freeing up cash flow and management capacity for its...