U.S. Software Stock News

If you are wondering whether Corcept Therapeutics at around US$41.30 is priced attractively or not, the key question is how that share price lines up with the company’s underlying value. The stock has seen sharp moves recently, with a 16.7% gain over the past 7 days, a 49.6% decline over the last 30 days, an 8.1% return year to date, a 33.7% decline over the past year, an 80.0% return over 3 years, and a 43.9% return over 5 years. These swings have kept Corcept Therapeutics on many...

Earlier this week, Needham upgraded Nova (NASDAQ: NVMI) from Hold to Buy, citing the company’s strong global execution and its exposure to China’s memory wafer fabrication equipment market heading into 2026. This endorsement underscores how Nova’s metrology and process control tools are increasingly viewed as central to meeting rising semiconductor manufacturing complexity, particularly for AI-related hardware. With the stock moving over the past week, we’ll explore how Needham’s upgrade and...

Planet Labs PBC (NYSE:PL) has signed a multi year satellite contract with the Swedish Armed Forces, its third major sovereign satellite agreement in the past twelve months. The company also announced plans to launch its next generation Owl constellation, aimed at expanding its Earth observation capabilities. These developments increase Planet Labs' presence in government and defense markets and expand its sovereign satellite offering for national security customers. Planet Labs operates a...

DuPont de Nemours (DD) drew fresh attention after appointing W.W. Grainger CEO D.G. Macpherson to its Board of Directors. This move adds deep operations and global supply chain expertise to the company. See our latest analysis for DuPont de Nemours. Macpherson’s appointment comes as DuPont’s share price has been steadier in the short term than over the past quarter, with a 1-month share price return of 6.7% contrasting with a 45.9% decline over 90 days. The 1-year total shareholder return of...

Why Varonis Systems Stock Is Back in Focus Varonis Systems (VRNS) is back on investors’ radar after recent commentary highlighted weaker fundamentals, including revenue growth lagging software peers and operating margins coming under pressure as expenses took a larger share of sales. See our latest analysis for Varonis Systems. The recent commentary on weaker fundamentals comes after a sharp 44.2% 90 day share price decline and a 21.4% 1 year total shareholder return loss, even as the year to...

If you are wondering whether OneStream's share price reflects its real worth, you are not alone. This article looks at how the stock stacks up against a few valuation yardsticks. OneStream recently closed at US$23.65, with returns of 0.1% over 7 days, 25.8% over 30 days, 33.5% year to date, and a 22.1% decline over the past year, which can hint at shifting expectations around both opportunity and risk. Recent coverage has focused on OneStream's position within the software sector and how...

Boston Scientific has agreed to acquire Penumbra (NYSE:PEN) in a cash and stock transaction valued at about $14.8 billion. Penumbra is expected to become a wholly owned subsidiary of Boston Scientific, with its shares delisted from the NYSE after closing. The deal is set to reshape the thrombectomy and neurovascular therapies space by combining Penumbra's portfolio with Boston Scientific's scale. Penumbra enters this transaction with NYSE:PEN last closing at $358.53, backed by solid share...

In January 2026, Interparfums reported past fourth-quarter 2025 net sales of US$386 million and full-year 2025 net sales of US$1.49 billions, both modestly higher than the prior year. The update highlighted particularly strong European operations and momentum at core licensed brands like Coach, Lacoste, and Montblanc, underscoring the strength of its asset-light fragrance licensing model. Next, we’ll examine how resilient European fragrance demand and ongoing brand innovation shape...

Why Citizens Financial Group is on investors’ radar Citizens Financial Group (CFG) has been drawing attention after a period of strong recent returns, with the stock showing gains over the past week, month and past 3 months. See our latest analysis for Citizens Financial Group. With the share price at US$64.25, Citizens Financial Group has paired a 90 day share price return of 23.13% with a 1 year total shareholder return of 40.93%, suggesting momentum has been building over both shorter and...

If you have ever wondered whether Atlanta Braves Holdings is trading at a fair price or if the current market tag looks rich or cheap, you are not alone. The stock last closed at US$39.59, with returns of a 1.3% decline over 7 days, 0.9% over 30 days, a 0.7% decline year to date, 3.9% over 1 year, 12.5% over 3 years, and 45.0% over 5 years, which can signal changing views on both growth potential and risk. Recent coverage has focused on how investors value sports and media assets like the...

Morgan Stanley recently resumed coverage of Celanese with an Equal Weight rating, emphasizing concerns over the company’s elevated leverage and weaker profitability metrics. This renewed scrutiny puts Celanese’s balance sheet and cash generation under the microscope, making capital structure discipline a central issue for investors. We’ll now examine how Morgan Stanley’s focus on Celanese’s leverage and profitability reshapes the company’s investment narrative for shareholders. Rare earth...

In recent trading, First Interstate BancSystem drew investor attention as regional banks gained favor after peers such as KeyCorp reported stronger-than-expected quarterly results and analysts signaled confidence in Huntington Bancshares. This sector-wide improvement in sentiment highlighted how closely First Interstate BancSystem’s market perception is tied to broader regional banking trends rather than company-specific headlines. Against this backdrop of improving peer results, we’ll...

ServiceNow (NYSE:NOW) has announced a multi year partnership with OpenAI to embed advanced models, including GPT-5.2, directly into its platform. The company plans to roll out agentic AI, speech to speech automation, and native voice capabilities to transform enterprise workflows. ServiceNow is also expanding its global Partner Program to involve more than a thousand partners in building and distributing AI agents. ServiceNow, trading at $128.56, is moving to deepen its AI capabilities at a...

Why Atour Lifestyle Holdings Is Back on Investor Radars Atour Lifestyle Holdings (ATAT) is drawing fresh attention after reporting solid revenue growth and highlighting a strong financial position that supports its ongoing expansion across China’s hospitality market and retail infused guest experience. See our latest analysis for Atour Lifestyle Holdings. Atour’s latest close at $37.8 comes after a 7 day share price return of 2.30%, even though the 30 day share price return shows an 11.41%...

Newegg Commerce (NasdaqCM:NEGG) chairman and largest shareholder Zhitao He has been detained by authorities. The detention has triggered a securities fraud investigation involving He and related entities. The situation has raised fresh questions around Newegg Commerce's governance and potential risks for investors. Newegg Commerce operates as an online retailer focused on computers, consumer electronics, and related products, a segment where competition and customer expectations are...

If you are wondering whether First Financial Bancorp at around US$27.52 is offering good value right now, you are not alone. This breakdown will tackle that question. The stock has returned 2.6% over the last 7 days, 6.5% over the past month, 9.7% year to date, 2.2% over 1 year, 32.7% over 3 years and 73.7% over 5 years. These figures provide useful context before comparing the current price with its underlying worth. Recent attention on regional banks and their balance sheet quality has...

XPO (NYSE:XPO) was named to Fortune's 2026 list of the World's Most Admired Companies. The company is the only pure-play North American less than truckload transportation provider on the list. The recognition focuses on XPO's standing among business executives and the financial community. XPO enters this recognition period with its shares at $149.6 and a very large 3 year return and 5 year return, alongside a value score of 2. Over the past 30 days the stock shows a 6.8% return and a 7.8%...

Why Flowserve (FLS) is on investors’ radar Flowserve (FLS) has drawn attention recently as investors look at its share performance alongside current fundamentals, including annual revenue of US$4.69b and net income of US$452.78m, to assess whether the current price still looks reasonable. See our latest analysis for Flowserve. At a share price of US$78.60, Flowserve’s recent momentum stands out, with a 30 day share price return of 10.33% and a 90 day share price return of 47.19%. The 5 year...

USA Rare Earth (NasdaqGM:USAR) plans to build what it describes as Europe's first integrated rare earth metal and alloy production facility in Lacq, France, with financial and operational backing from the French government. The company is also bringing forward its timeline for commercial production at the Round Top rare earth and critical minerals project in Texas by two years. Together, the France facility and the accelerated Texas mine plans are intended to support a more secure and...

If you are trying to figure out whether PTC Therapeutics is genuinely good value or just riding biotech sentiment, it helps to line up the price against what the underlying business may be worth. The stock most recently closed at US$76.17, with returns of 0.7% over 7 days, a 2.0% decline over 30 days, a 0.7% decline year to date, and a 64.9% gain over 1 year, 65.6% over 3 years, and 35.1% over 5 years. Together, these figures can signal shifting views on its risk and reward profile. Recent...

Earlier in January 2026, Praxis Precision Medicines appointed world-renowned neurologist and epilepsy expert Dr. Orrin Devinsky as its new Head of Clinical Strategy, a role that will shape clinical development, evidence generation, and global medical affairs as its late-stage portfolio progresses toward potential commercialization. By bringing in the physician-scientist who helped drive landmark cannabidiol approvals in severe epilepsies and founded multiple influential epilepsy...

Southern (SO) is back in focus after FORTUNE ranked it the No. 1 company in the electric and gas utilities industry, highlighting its reputation, financial soundness, and large-scale infrastructure investment plans. See our latest analysis for Southern. Despite the recent recognition and long term investment plans, Southern’s share price has been fairly muted, with a 1 month share price return of 1.3% and a 90 day share price decline of 8.7%, while the 1 year total shareholder return of 9.9%...

Cardinal Health (NYSE:CAH) is expanding national hospital access to Rapiblyk, a critical care drug, through its distribution network alongside other major distributors. The broader availability is intended to reach hospitals and health systems across the United States. This development extends Cardinal Health's role in supplying therapies used in high-acuity hospital settings. For you as an investor, this move sits at the core of Cardinal Health's role as a large pharmaceutical and medical...

If you are wondering whether Integer Holdings is priced attractively right now, the key question is how its current share price compares with what the business might be worth. The stock last closed at US$85.54, with returns of 0.3% over 7 days, 10.0% over 30 days, 11.4% year to date, 19.1% over 3 years and 11.2% over 5 years, set against a 40.3% decline over the last year. Recent news flow around Integer Holdings has focused on broader coverage of the medical device sector and investor...