U.S. Software Stock News

NYSE:ARI
NYSE:ARIMortgage REITs

How ARI’s Shift From Troubled Loans to New Originations Could Reshape Apollo Commercial Real Estate Finance (ARI) Investors

J.P. Morgan analysts recently named Apollo Commercial Real Estate Finance one of their top income stock picks for 2026, highlighting its progress in resolving troubled loans and plans to redeploy capital into interest-earning assets. The company is also repositioning its portfolio as the mREIT sector anticipates potential book value improvement, aiming to shift capital from non-performing exposures into new loan originations with what it views as attractive risk-adjusted returns. We will now...
NYSE:LTC
NYSE:LTCHealth Care REITs

Does LTC Properties Still Offer Value After Recent Capital Recycling and Flat 2026 Share Price?

Wondering if LTC Properties is quietly undervalued or just fairly priced for its steady dividends and niche in senior housing? You are not alone if you are trying to figure out whether it still has room to run from here. The stock is up 7.9% over the last year but has been basically flat year to date at 0.0%, with a small 1.4% gain in the past week partly offsetting a 1.5% dip over the last month. Recent headlines have focused on LTC steadily recycling capital into newer senior housing and...
NasdaqCM:SIDU
NasdaqCM:SIDUAerospace & Defense

Sidus Space (SIDU): Reassessing Valuation After SHIELD IDIQ Contract Win and Rapid Share Price Surge

Sidus Space (SIDU) has jumped into the spotlight after being named one of the awardees on the Missile Defense Agency's massive SHIELD IDIQ contract, a long term platform for next generation defense tech. See our latest analysis for Sidus Space. The SHIELD announcement has clearly reset expectations, with Sidus Space posting a 1 month share price return of 484.5 percent and a 3 month share price return of 273.3 percent. However, its 3 year total shareholder return of negative 95.7 percent...
NYSE:TNET
NYSE:TNETProfessional Services

TriNet Group (TNET): Reassessing Valuation After a Year of Sharply Negative Shareholder Returns

TriNet Group (TNET) has quietly lagged the market this year, with the stock down sharply over the past 12 months even as its underlying HR platform remains embedded across thousands of small and midsize businesses. See our latest analysis for TriNet Group. That disconnect is showing up in performance, with the latest share price at $57.17 and a 1-year total shareholder return of negative 36.45%. This suggests momentum has clearly faded despite the platform’s sticky customer base and modest...
NYSE:TE
NYSE:TEElectrical

Is It Too Late To Consider T1 Energy After Its 171.3% Share Price Surge?

Wondering if T1 Energy is still a bargain after its big run, or if you are turning up just as the value story is fading? This breakdown is built to answer that exact question. The stock has surged 15.3% over the last week and 34.5% over the past month, capping off a huge 171.3% gain over the last year despite a flat YTD performance and weak longer term returns. Recent attention has centered on T1 Energy's push into new project contracts and strategic partnerships, which investors see as...
NYSE:CRC
NYSE:CRCOil and Gas

California Resources (CRC): Reassessing Valuation After Recent Share Price Rebound

California Resources (CRC) has quietly outperformed the broader energy space over the past week, and that move is catching investors’ attention as they reassess how this carbon management story is priced. See our latest analysis for California Resources. Zooming out, that 1 week share price return of 5.29 percent comes after a tougher stretch, with the 3 month share price return down 11.08 percent and the 1 year total shareholder return negative. As a result, the latest bounce looks more like...
NYSE:TTC
NYSE:TTCMachinery

How Toro’s Revenue Beat and EPS Cut May Reframe Margin Expectations for TTC Investors

The Toro Company recently reported past-quarter revenues of US$1.07 billion, coming in 2% above analyst expectations, with performance driven by its Professional segment and productivity investments, even as full-year EPS guidance fell well short of forecasts. Around the same time, Diamond Hill Capital added Toro to its Mid Cap Strategy, underscoring investor interest in the company’s long-term fundamentals despite recent macro and inventory pressures. Now we’ll examine how Toro’s revenue...
NasdaqGM:OMER
NasdaqGM:OMERPharmaceuticals

Will FDA Approval of YARTEMLEA in TA-TMA Redefine Omeros' (OMER) Commercial Trajectory?

Omeros Corporation has announced that the FDA previously approved YARTEMLEA (narsoplimab-wuug) for treating hematopoietic stem cell transplant-associated thrombotic microangiopathy, with U.S. launch preparations and dedicated billing codes now in place. This approval gives Omeros its first marketed complement-inhibiting therapy in a rare, high-need indication, supported by a tailored patient assistance program and a long-acting MASP-2 inhibitor emerging from Phase 1 trials. We will now...