U.S. Software Stock News

If you have been wondering whether Cabot is quietly turning into a value opportunity, you are not alone. The recent setup makes it worth a closer look. The stock has bounced about 4.6% over the last week and 10.9% over the last month. Yet it is still down roughly 23.1% year to date and 32.3% over the past year, which is a classic profile for a potential mispricing rather than a broken business. Recent headlines have focused on Cabot's positioning in performance materials and specialty...

Earlier this month, Coeur Mining announced its largest exploration campaign at the Palmarejo gold-silver complex since 2012, drilling about 68,000 meters across multiple vein systems and new targets that cover only a small fraction of its 300 km² land package. The company’s early success in expanding the Hidalgo Corridor, validating Independencia Sur, and making new discoveries at San Miguel, La Unión, and Camuchín points to meaningful mine life extension and additional resource potential...

Union Pacific (UNP) has quietly pushed higher in recent weeks, with shares up about 8% over the past month, prompting investors to revisit what is driving the move and whether the current valuation still makes sense. See our latest analysis for Union Pacific. The recent 7.59% 1 month share price return comes on top of steady gains over the past quarter. With the stock now around $239.95, that upward momentum broadly aligns with Union Pacific’s 3 year total shareholder return of 22.47%,...

Earlier this week, Mercury General director George Gwyer Braunegg increased his stake by purchasing 552 company shares, while Mercury Insurance separately released homeowner education materials clarifying common coverage misconceptions. The insider purchase stands out as a tangible signal of internal confidence at a time when the company is working to deepen policyholder understanding of risk and coverage. We’ll now examine how Braunegg’s insider buying could influence Mercury General’s...

If you are wondering whether Emerson Electric at around $136 a share is still a smart buy or if the easy money has already been made, this breakdown is for you. The stock has slipped about 0.5% over the last week, but is still up 7.1% over the past month, 11.8% year to date, and 87.4% over five years, a pattern that hints at both staying power and shifting expectations. Recently, Emerson has been in the spotlight for its strategic pivot toward higher growth automation and industrial...

Centrus Energy Corp. previously announced it had begun design work on a 150,000-square-foot Training, Operations & Maintenance Facility in Piketon, Ohio, renovating an existing American Centrifuge Plant building to support an intended expansion of Low-Enriched Uranium and High-Assay, Low-Enriched Uranium production. The planned facility, which could house up to 200 new employees and underpins a broader multi-billion-dollar public-private expansion contingent on U.S. Department of Energy...

Ares Management just boosted its stake in Global Business Travel Group (GBTG) by nearly 22%, right after the company beat revenue expectations but missed on earnings, a mix that is giving investors plenty to unpack. See our latest analysis for Global Business Travel Group. That backdrop helps explain why the latest share price of $8.06 comes after a 1 month share price return of 12.26%, even as the year to date share price return is still negative and the 3 year total shareholder return of...

Applied Materials (AMAT) just closed out FY 2025 with Q4 revenue of about $6.8 billion and basic EPS of $2.39, capping a year in which trailing 12 month revenue was $28.4 billion and EPS reached $8.70. Over the last few quarters, the company has seen revenue move from $7.0 billion in Q4 2024 to a range between $6.8 billion and $7.3 billion in FY 2025, while quarterly EPS tracked between $1.46 and $2.64. This sets up a story where investors will be weighing solid top line scale against how...

Four Corners Property Trust (FCPT) has slid roughly 14% this year and about 10% over the past 3 months, pulling the share price back toward levels that income focused real estate investors tend to recheck their assumptions. See our latest analysis for Four Corners Property Trust. That slide has come as investors reassess interest rate expectations and risk across income focused REITs, even as Four Corners continues to post steady rent collection and modest growth in restaurant and retail net...

If you are wondering whether Pinterest at around $25.99 is quietly setting up a value opportunity or just another value trap, you are in the right place. Despite a choppy ride with returns of -2.8% over the last week, -2.4% over the last month, and a -15.0% drop year to date, the stock is still up 4.8% over three years, even though it sits about -63.1% below its five year level. Recently, investors have been reacting more to shifting sentiment around digital ad spending and the platform's...

In recent trading, Hope Bancorp drew attention as investors reacted to the past 25-basis-point Federal Reserve interest rate cut and its more dovish tone, alongside expectations for strong upcoming quarterly earnings. Together, these macro and company-specific factors have sharpened the market’s focus on how Hope Bancorp might perform in a lower-rate setting. With the Federal Reserve’s recent rate cut boosting sentiment around bank earnings, we’ll now examine how this shift could reshape...

Rivian Automotive (RIVN) just used its first Autonomy and AI Day to draw a clear line in the sand, laying out custom in house chips, an autonomy subscription model, and a broader AI driven platform strategy. See our latest analysis for Rivian Automotive. The Autonomy and AI Day has clearly lit a fire under sentiment, with a 1 day share price return of 12.1 percent contributing to a 90 day share price return of 35.4 percent. However, the 3 year total shareholder return of negative 18.1 percent...

Wondering if Shake Shack at around $83 a share is a bargain or a value trap? You are not alone, and this is exactly the kind of stock where a closer look at valuation really matters. The share price has bounced 6.6% over the last week but is still down 8.2% over 30 days, 37.6% year to date and 36.8% over the past year, a volatile mix that hints at shifting views on its growth runway and risk profile. Investors have been reacting to a steady stream of store expansion updates and management...

DICK'S Sporting Goods recently reported strong third-quarter fiscal 2025 performance, with solid comparable sales growth powered by expanding House of Sport and Field House concepts and continued digital channel strength. Management’s decision to raise full-year guidance signals confidence that its differentiated store formats and omnichannel model are resonating with customers despite a fluid macro backdrop. Next, we’ll examine how this upgraded full-year guidance and momentum in...

NXP Semiconductors (NXPI) has quietly climbed about 16% over the past month, even without a clear headline catalyst, putting fresh attention on whether the recent move fairly reflects its growth profile. See our latest analysis for NXP Semiconductors. That 15.8% 1 month share price return has shifted sentiment after a quieter quarter, and while the 1 year total shareholder return of 7.2% looks modest, the 5 year total shareholder return of 60.1% signals steady long term compounding rather...

Cytokinetics recently reported that the EMA’s Committee for Medicinal Products for Human Use issued a positive opinion recommending EU marketing authorization for MYQORZO (aficamten) to treat symptomatic obstructive hypertrophic cardiomyopathy in adults, with a final European Commission decision expected in early 2026. This positive opinion, underpinned by Phase 3 SEQUOIA-HCM data showing clinically meaningful gains in exercise capacity and a favorable safety profile, further validates...

If you have ever wondered whether Virgin Galactic Holdings at $3.24 is a bargain or a value trap, you are not alone. This stock divides opinion like few others in the space tourism theme. After a long slide that includes a 24.8% decline over the last week, 11.7% over the past month, and a staggering 46.5% year to date, many investors are asking whether the risk profile has finally shifted enough to justify a fresh look. Recent headlines have focused on Virgin Galactic winding down its first...

Toast (TOST) has quietly slipped about 2% over the past day and roughly 12% over the past 3 months, even as revenue and net income continue to grow at a double digit clip. See our latest analysis for Toast. That pullback sits within a choppier backdrop, with Toast’s share price returning around negative 3% year to date and a softer 1 year total shareholder return. Its 3 year total shareholder return remains strongly positive, suggesting momentum has cooled but longer term believers are still...

Earlier this week, SEI Investments announced a partnership and equity investment in Stratos, aimed at deepening its reach into the independent financial adviser market and broadening distribution for its technology and asset management platforms. The move highlights SEI’s push to pair its outsourced technology and investment solutions with Stratos’s adviser network, potentially increasing recurring revenues by embedding SEI more deeply into advisers’ core workflows. We’ll now examine how the...

UP Fintech Holding Limited recently reported past third-quarter 2025 results, with revenue rising to US$175.16 million and net income to US$53.82 million, significantly above the same period a year earlier. The strong improvement in both basic and diluted earnings per share from continuing operations highlights how efficiently the company converted higher activity into profitability over the quarter and nine-month period. We’ll now examine how this sharp jump in quarterly revenue to...

CarMax (KMX) is suddenly at the center of a legal storm, with multiple securities class actions piling up after weak Q2 fiscal 2026 results, tariff driven demand hangovers, and an abrupt CEO exit that shook investor confidence. See our latest analysis for CarMax. Despite the legal overhang, CarMax’s recent 30 day share price return of 19.11 percent hints at a tentative rebound, but that sits against a steep year to date share price decline and a deeply negative five year total shareholder...

GitLab (GTLB) just reminded investors why earnings season matters, with shares climbing after traders took a second look at its third quarter beat and raised full year profit outlook, despite lingering growth concerns. See our latest analysis for GitLab. Even after the earnings pop, GitLab’s latest share price of $39.52 leaves its year to date share price return at about minus 30 percent, and its one year total shareholder return around minus 33 percent. This suggests that sentiment is still...

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...