U.S. Software Stock News

If you are wondering whether Merck's share price still offers value at current levels, this article walks through what the numbers are really saying about the stock. Merck last closed at US$121.66, with returns of 2.0% over 7 days, 11.8% over 30 days, 14.3% year to date, 47.5% over 1 year, 22.1% over 3 years and 100.5% over 5 years, which naturally raises questions about what is already priced in. Recent news coverage around Merck has focused heavily on its role in the pharmaceuticals and...

In recent weeks, analysts have issued mixed updates on Asana, citing weak billings growth, customer churn tied to commoditized work management software, and the complexity of large enterprise implementations, alongside commentary on AI initiatives and management changes. This combination of caution around customer retention and optimism about AI-driven products and potential operational improvements has sharpened investor focus on how Asana can reposition its platform and go-to-market...

If you are wondering whether Community Financial System is priced fairly at around US$63.92, taking a closer look at its valuation metrics can help you see what the market might be factoring in. The stock has had mixed short term moves, with a 3.6% decline over the last 7 days, a 3.5% return over the last 30 days, and a 10.0% return year to date, while the 1 year return sits at 1.3% and the 3 year return at 18.8%. Recent coverage of Community Financial System has focused on its position...

Lazard: recent performance and context Lazard (LAZ) has drawn attention after recent share moves, with the stock up about 12% over the past 3 months but roughly flat over the past year, prompting closer scrutiny from income and value focused investors. See our latest analysis for Lazard. Recent moves around Lazard have been mixed, with a 12.4% 90 day share price return and a 4.5% year to date share price return. The 1 year total shareholder return sits close to flat, suggesting interest is...

Fluor Corporation recently reported fourth-quarter 2025 results showing revenue of US$4.18 billion, a net loss of US$1.57 billion, and full-year 2025 sales of US$15.50 billion alongside continued share repurchases and NuScale stake monetization. At the same time, Fluor has been chosen for large energy and mining assignments, including Centrus Energy’s multi-billion-dollar uranium enrichment expansion and the Donlin Gold bankable feasibility study, while reaffirming a grow-and-execute focus...

Roper Technologies (ROP) is back in focus after its Q4 2025 report, where revenue growth and an adjusted earnings beat were paired with a decline in net earnings and more cautious guidance. See our latest analysis for Roper Technologies. The Q4 update landed against a weak backdrop for the stock, with a 30 day share price return of a 21.3% decline and a year to date share price return of a 24.6% decline, while the 1 year total shareholder return is down 42.9%. This points to fading momentum...

Caterpillar has agreed to acquire RPMGlobal Holdings Limited, adding mining software and data analytics capabilities to its existing mining solutions. Caterpillar Venture Capital is participating in ElevenEs’ Series B funding round to support development of a lithium iron phosphate battery giga-factory. These moves expand Caterpillar’s reach in both mining technology and battery focused energy infrastructure. For investors watching NYSE:CAT, these developments come as the stock trades...

In February 2026, Otter Tail Corporation reported its fourth quarter and full-year 2025 results, showing higher quarterly sales of US$149.71 million but lower net income of US$51.77 million, alongside full-year diluted EPS from continuing operations of US$6.55 and new 2026 diluted EPS guidance of US$5.22 to US$5.62. The company also lifted its dividend for the 88th consecutive year and outlined a US$1.90 billion-plus capital plan centered on renewables, transmission, and battery storage, to...

In early February 2026, Globe Life Inc. raised its full-year 2026 earnings guidance, projecting net operating income between $14.95 and $15.65 per diluted share, signaling management’s updated expectations for the business. This guidance increase offers investors a clearer benchmark for assessing how Globe Life’s capital deployment, underwriting discipline, and distribution initiatives are translating into expected profitability. We’ll now examine how Globe Life’s higher 2026 earnings...

Vertex Pharmaceuticals (NasdaqGS:VRTX) and CRISPR Therapeutics are ramping up patient treatments with Casgevy, a gene-editing therapy. Casgevy is approved for sickle cell disease and beta thalassemia, marking a key step in bringing gene-editing into routine clinical use. The current focus is on moving from approval to broader real-world deployment across eligible patient populations. For you as an investor, Casgevy sits at the intersection of Vertex's established role in serious diseases...

Recent analysis shows that over the past two years Greenbrier Companies has faced declining unit sales, softer demand, a 14% gross margin that trails peers, and free cash flow shortfalls, all of which have prompted fresh scrutiny of its operating model. A key concern is that weaker margins and cash generation may limit Greenbrier’s ability to fund marketing, innovation, and other investments needed to strengthen its competitive position. We’ll now examine how concerns about declining unit...

If you are wondering whether Liberty Latin America is priced attractively right now, you are not alone. The stock's recent moves have raised fresh questions about what a fair value really looks like. The share price sits at US$7.73, with returns of 6.5% year to date, 7.2% over 1 year, 3.2% over 30 days and a 6.0% decline over the last week, alongside longer term declines of 12.5% over 3 years and 31.2% over 5 years. These mixed returns come as investors continue to reassess Liberty Latin...

On February 17, 2026, Global Business Travel Group, Inc. reaffirmed its full-year 2026 revenue guidance of 19%–21% growth to US$3.24–US$3.30 billion and expanded its share repurchase authorization to US$600 million after completing US$100 million of buybacks covering 2.57% of its shares. The combination of higher buyback capacity and continued revenue growth guidance highlights management’s confidence in cash generation, post‑CWT integration progress, and the role of AI-enabled offerings in...

TG Therapeutics (TGTX) is back in focus after publishing five year data from the open label extension of its Phase 3 ULTIMATE I and II BRIUMVI trials in relapsing multiple sclerosis, highlighting durable efficacy and safety. See our latest analysis for TG Therapeutics. The latest BRIUMVI data arrive as TG Therapeutics trades at US$29.23, with a 7 day share price return of 1.42% but a 30 day share price return decline of 4.38%. A 3 year total shareholder return of 72.96% contrasts with a 5...

Integer Holdings Corporation has released its fourth-quarter and full-year 2025 results, reporting higher quarterly sales of US$472.06 million and net income of US$48.61 million, alongside full-year sales of US$1.85 billion but lower annual net income of US$102.81 million compared with the prior year. The company also issued 2026 guidance calling for US$1.83–1.88 billion in sales and diluted EPS of US$3.53–4.01, framing investor expectations amid earlier guidance concerns and ongoing...

Occidental Petroleum (NYSE:OXY) has launched a series of cash tender offers for certain senior notes and debentures. The company is using proceeds from the completed US$9.7b OxyChem divestiture to reduce debt. Alongside the liability actions, Occidental has announced an 8% quarterly dividend increase. Occidental Petroleum, a large upstream and integrated energy company, is in a new phase of balance sheet repair following its Anadarko acquisition period. The combination of debt tenders and a...

Axogen recently confirmed it met the Minervini Trend Template, signaling an institution-led uptrend supported by improving earnings, sales trends, and analyst estimate revisions. At the same time, management’s participation in multiple high-profile investor conferences has increased visibility around Axogen’s shift toward maintained profitability and growth-focused execution. We’ll now explore how Axogen’s institution-backed uptrend and upcoming investor conference participation may...

Luckin Coffee Inc. has opened its 30,000th store, its first “Origin Flagship” in Shenzhen, featuring an immersive premium coffee experience, global supply chain storytelling, and LEED Platinum, zero-carbon design. This flagship marks a shift from pure expansion to emphasizing higher-quality offerings, global sourcing integration, and sustainability, potentially reshaping how the brand competes in China’s maturing coffee market. Next, we’ll assess how this new Origin Flagship concept, with...

If you are wondering whether Evercore's current share price offers good value or is running ahead of itself, you are not alone. The stock closed at US$331.04, with returns of 24.6% over 1 year and very large gains over 5 years, while the last 7 days and 30 days reflect declines of 4.2% and 12.6%. The year-to-date return is a 5.8% decline. Recent news coverage has focused on Evercore's role as an independent investment banking adviser and its position within global deal making. This helps...

Raymond James Financial (NYSE:RJF) has hired a private client group team managing substantial client assets from a competitor. The advisors previously sat on the LPL Financial platform, which had recently acquired Commonwealth Financial Network. This move expands Raymond James's wealth management footprint and adds scale to its private client group business. For investors watching NYSE:RJF, the recruitment comes with the stock around $161.16, after a 53.8% return over 3 years and 111.5%...

Carrier Global (CARR) just raised its quarterly dividend to US$0.24 per share, even as residential HVAC sales remain under pressure. This move highlights management’s focus on shareholder returns alongside growing commercial and data center demand. See our latest analysis for Carrier Global. Carrier’s share price has cooled off in the very short term, with a 1 day share price return of 3.16% decline and 7 day share price return of 4.10% decline. However, the 30 day and 90 day share price...

If you are wondering whether IDEX is fairly priced at around US$208.98 per share, you are not alone; many investors are asking if the current tag lines up with the company’s fundamentals. The stock has had mixed returns recently, with a 1.2% decline over the past 7 days, a 6.1% gain over the last 30 days, a 16.7% return year to date and a 6.8% return over the past year, while the 3 year return is a 3.2% decline and the 5 year return sits at 12.4%. Recent attention on IDEX has been shaped by...

Liberty Energy (NYSE:LBRT) is expanding into distributed power generation aimed at gigawatt scale data center demand through its Liberty Power Innovations unit. The company is also advancing its position in electric fracking technology, focusing on lower emissions and high power efficiency at the wellsite. Together, these initiatives reflect a material shift beyond traditional oilfield services into energy support for digital infrastructure. Liberty Energy, known primarily for its hydraulic...

If you are wondering whether Daktronics at around US$27.48 is still good value after a strong run, or if you are late to the party, this article will focus squarely on what the current price implies. The stock has returned 5.0% over the last 7 days, 26.7% over the past month, 38.5% year to date and 65.4% over the last year, with a very large 3 year gain and a 396.0% return over 5 years. This naturally raises questions about how much optimism is already reflected in the price. These moves...