U.S. Software Stock News

NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Is Patterson-UTI Energy Mispriced After 31.7% Drop in 2025 Amid Sector Consolidation?

If you are wondering whether Patterson-UTI Energy is a bargain or a value trap at today’s price, you are not alone. This breakdown is designed to give you a clear, no-jargon answer. The stock has slipped 6.1% over the last week and is down 31.7% year to date, yet it is still up 25.6% over five years. This highlights how cyclical this name can be. Recent headlines have focused on shifting North American drilling activity and ongoing consolidation in oilfield services, both of which directly...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

Rosenblatt’s Bullish Initiation on AI Ad Platform Might Change The Case For Investing In Taboola.com (TBLA)

Rosenblatt recently initiated coverage of Taboola.com with a positive rating, highlighting the company’s AI-powered content discovery and native advertising platform that competes with major digital ad players. This endorsement comes soon after Taboola reported quarterly results that surpassed expectations and issued an upbeat outlook, reinforcing interest in its differentiated open-web advertising model. With that as context, we’ll explore how Rosenblatt’s new coverage reinforces Taboola’s...
NYSE:PBI
NYSE:PBICommercial Services

Is It Too Late to Consider Pitney Bowes After Its 216% Three Year Surge?

Wondering if Pitney Bowes is still a bargain after its big run, or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. The stock is now trading around $10.62, up 3.8% over the last week, 12.0% over the past month, and 47.1% year to date, building on 51.3% returns over 1 year and 216.0% over 3 years. Those gains have come as investors have warmed to Pitney Bowes transformation story and shifting mix toward higher margin, tech...
NasdaqGM:APPF
NasdaqGM:APPFSoftware

Has AppFolio’s Share Price Already Reflected Its Long Term Growth Prospects in 2025?

Wondering if AppFolio at around $233 a share is still a smart buy, or if most of the upside is already priced in? Let us break down what the market might be implying about its long term potential. Despite being down 5.8% year to date and 7.2% over the last year, the stock has still delivered a 123.5% return over 3 years and 29.4% over 5 years, which shows that investors have rewarded the story over time, even if momentum has cooled recently. Recent interest has centered on AppFolio's...
NYSE:NVR
NYSE:NVRConsumer Durables

Is NVR Fairly Priced After Recent Share Price Volatility in 2025?

If you have ever wondered whether NVR at around $7,400 a share is still worth buying or finally due for a pullback, you are in the right place to dig into what the numbers actually say about its value. Despite a 59.3% gain over 3 years and 75.5% over 5 years, the stock is down 1.6% over the last week, up 3.9% over the past month, and still 7.4% lower year to date, which suggests the market is rethinking how much growth is left in the tank and how much risk it is willing to price in. Recent...
NasdaqGS:PLCE
NasdaqGS:PLCESpecialty Retail

Children's Place (PLCE): Reassessing Valuation After Third Straight Loss and Major Refinancing Effort

Children's Place (PLCE) is back in focus after a rough stretch, with a third straight quarterly loss, softer sales, and fresh financing moves that aim to steady the balance sheet and fund a broader turnaround. See our latest analysis for Children's Place. The new term loan and revolving credit line arrive against a brutal backdrop, with a 7 day share price return of minus 41.9 percent and a 1 year total shareholder return of minus 57.6 percent. This underscores that sentiment has been...
NYSE:ALIT
NYSE:ALITProfessional Services

Alight (ALIT): Revisiting Valuation After CFO Transition Raises Questions on Financial Leadership Continuity

Alight (ALIT) shares slipped after the company said Chief Financial Officer Jeremy Heaton will resign in early January, with longtime finance leader Greg Giometti stepping in as interim CFO to guide the transition. See our latest analysis for Alight. The CFO transition lands at a tough time for shareholders, with the 1 year total shareholder return down about 70 percent and the 90 day share price return sliding roughly 42 percent. This signals that momentum has clearly been fading despite...