U.S. Software Stock News

If you are wondering whether Williams Companies is still reasonably priced after a strong run, you are not alone. This article will focus on what the current share price might imply about value. The stock last closed at US$72.98, with returns of 1.0% over 7 days, 12.3% over 30 days, 19.9% year to date and 31.7% over 1 year. The 3 year and 5 year returns are very large on a percentage basis. Recent news coverage has focused on Williams Companies as a key US energy infrastructure player, with...

Eli Lilly has already gained FDA approval to expand the label for its obesity drug Zepbound (tirzepatide) to include a four-dose, single-patient-use KwikPen that delivers a full month of treatment in one device, available via LillyDirect starting at US$299 per month for the 2.5 mg dose for self-pay patients. This new delivery option arrives just as a key rival, Novo Nordisk’s CagriSema, underperformed tirzepatide in a late-stage head-to-head obesity trial, sharpening Zepbound’s competitive...

Dominion Energy (D) has laid out its FY 2025 scorecard with third quarter revenue of US$4.5b and basic EPS of US$1.17, capped by trailing twelve month revenue of US$16.5b and EPS of US$3.47 that sit against a 60.5% year over year earnings jump and a 5.7% five year average earnings growth rate. The company has seen quarterly revenue move from US$3.4b in Q4 2024 to US$4.1b in Q1 2025, US$3.8b in Q2 2025 and US$4.5b in Q3 2025. Basic EPS shifted from a Q4 2024 loss of US$0.13 per share to...

Alarm.com Holdings (ALRM) just cleared a key hurdle for investors by reporting fourth quarter and full year 2025 results that topped expectations, and pairing that with higher 2026 SaaS and license revenue guidance. See our latest analysis for Alarm.com Holdings. Despite the upbeat earnings, 2026 guidance and ongoing acquisition plans, Alarm.com Holdings’ recent momentum has been weak, with a 30 day share price return of 9.59% and a 1 year total shareholder return of 26.67%, pointing to...

BWX Technologies reported past fourth-quarter 2025 results with sales of US$885.84 million and net income of US$92.99 million, alongside a US$0.27 quarterly dividend declared on February 18, 2026, payable March 27, 2026. Full-year 2025 sales of US$3.20 billion and net income of US$328.95 million, together with 2026 revenue guidance of about US$3.75 billion, underline how current operations and management expectations frame BWX Technologies’ longer-term earnings narrative. We’ll now examine...

Kinetik Holdings (NYSE:KNTK) is reported to be exploring a potential sale process. Western Midstream Partners has shown interest in a possible acquisition of Kinetik Holdings. The situation points to possible changes in ownership structure and future direction for the company. Kinetik Holdings, listed on the NYSE under ticker KNTK, operates in the midstream energy space, connecting upstream production with downstream demand through gathering, processing, and related services. Attention on...

Watsco (NYSE:WSO) announced that its Board of Directors approved a 10% increase in its annual dividend. The decision represents a material change in the company’s capital return to shareholders. Watsco, a large distributor of air conditioning, heating and refrigeration equipment, sits at the crossroads of residential and commercial demand for climate systems. For income focused investors, a 10% increase in the annual dividend is a meaningful signal about how the Board views the company’s...

Recent analyst upgrades have pushed CBRE Group (CBRE) back into focus, with firms citing the company’s position in commercial real estate and its guidance for meaningful growth even as AI related fee worries linger. See our latest analysis for CBRE Group. CBRE’s shares have pulled back recently, with a 30 day share price return of 14.8% and a year to date share price return of 10%. At the same time, the 1 year total shareholder return of 4.6% and 5 year total shareholder return of 85.9%...

Recent performance context for Dianthus Therapeutics Dianthus Therapeutics (DNTH) has drawn attention after a series of double digit returns over the past year, including a 6.3% move today and a 14.4% total return over the past 3 months. See our latest analysis for Dianthus Therapeutics. With the share price now at $52.68, Dianthus Therapeutics shows strong recent momentum, with a 7 day share price return of 11.14% and a 1 year total shareholder return of 143.89%, which may indicate shifting...

What Recent Performance Says About Napco Security Technologies Without a fresh headline event to react to, Napco Security Technologies (NSSC) is still drawing interest as investors look at how its recent share performance lines up with its current fundamentals. See our latest analysis for Napco Security Technologies. The recent share price return tells a story of building momentum, with Napco Security Technologies posting a 19.05% 1 month share price return and a 1 year total shareholder...

Dole's Colada Royale Pineapple has been named a 2026 Best New Product Awards Winner by BrandSpark International and Newsweek. The recognition highlights Dole's focus on product development within the fresh produce category. The award spotlights Colada Royale Pineapple as a differentiated offering in Dole's portfolio. Dole (NYSE:DOLE) operates across the fresh fruit and vegetable value chain, so a branded product win in a consumer awards program speaks directly to how its R&D and marketing...

Crinetics Pharmaceuticals (NasdaqGS:CRNX) reported positive clinical trial results for its congenital adrenal hyperplasia treatment. The company also announced positive initial sales for its oral therapy for acromegaly, alongside progress on related regulatory milestones. These updates highlight recent clinical and commercial developments in Crinetics' rare endocrine disease portfolio. Crinetics Pharmaceuticals focuses on therapies for rare endocrine conditions, an area where treatment...

Tariff shock and wholesale pressures hit Steven Madden shares The Trump administration's new global tariffs have put fresh attention on Steven Madden (SHOO), as its import heavy supply chain, soft wholesale and private label trends, and recent analyst downgrades all contribute to renewed share price pressure. See our latest analysis for Steven Madden. At a share price of $37.27, Steven Madden has seen a 1 day share price return decline of 6.57% and a 30 day share price return decline of...

What the latest earnings and buyback update means for Apollo Commercial Real Estate Finance (ARI) Apollo Commercial Real Estate Finance (ARI) just released fourth quarter and full year 2025 results, reporting quarterly income of US$29.2 million and a full year return to profitability, alongside the completion of a multi year share repurchase program. See our latest analysis for Apollo Commercial Real Estate Finance. The latest earnings rebound and completion of a multi year buyback sit...

The U.S. decision to impose a 15% global tariff for up to 150 days has put Starbucks (SBUX) in sharper focus, as investors reassess a business that is heavily tied to international sourcing and overseas operations. See our latest analysis for Starbucks. Despite the tariff headlines, Starbucks’ 90 day share price return of 10.32% and year to date share price return of 12.87% point to improving momentum. However, the 1 year total shareholder return decline of 13.95% shows that longer term...

If you are wondering whether Xcel Energy's current share price offers good value, this article will walk through what the numbers are saying about the stock today. Xcel Energy shares recently closed at US$83.35, with returns of 2.2% over 7 days, 11.1% over 30 days, 11.6% year to date, 21.6% over 1 year, 41.3% over 3 years and 65.1% over 5 years. This gives useful context before looking at valuation. Recent news around Xcel Energy has focused on its role as a regulated utility and how...

In February 2026, OneSpaWorld Holdings reported fourth-quarter 2025 revenue of US$242.13 million, up from US$217.21 million a year earlier, alongside higher asset impairment charges and slightly lower net income and earnings per share. Alongside reaffirmed dividends and the completion of a US$37.5 million share buyback program, the company issued 2026 revenue guidance of US$1.01 billion to US$1.03 billion, underscoring its continued focus on returning cash to shareholders while growing its...

If you are wondering whether Service Corporation International's current share price lines up with its underlying value, this article will walk through what the data is actually saying about the stock. The shares recently closed at US$79.45, with returns of a 0.3% decline over the last 7 days, a 2.1% decline over 30 days, a 2.9% gain year to date, 1.3% over 1 year, 22.4% over 3 years and 74.4% over 5 years, which gives useful context before comparing that price to different valuation...

Why Allstate’s latest capital moves are drawing fresh attention Allstate (ALL) is back in focus after estimating $175 million in catastrophe losses from winter storm Fern, while at the same time announcing a $4 billion share buyback and an 8% dividend increase. For current and prospective shareholders, that mix of storm related costs and capital returns raises a straightforward question: how is management choosing to balance growth, risk, and cash distributions at the current share price...

Skyward Specialty Insurance Group, Inc. reported strong past fourth-quarter and full-year 2025 results, with Q4 revenue rising to US$385.59 million and net income to US$43.23 million, while full-year revenue reached US$1.42 billion and net income US$170.03 million. The company highlighted record underwriting metrics, including an 88.5% combined ratio and robust gross written premium growth, contributing to an 18.9% return on equity and reinforcing management’s confidence in its...

Mid-America Apartment Communities (MAA) has been drawing attention after recent share performance. The stock closed at US$133.33 and recorded negative returns over the past year and past 3 months. See our latest analysis for Mid-America Apartment Communities. Short term momentum has been soft, with a 7 day share price return of 1.64% decline and a year to date share price return of 4.17% decline, contributing to a 14.58% decline in total shareholder return over the past year. However, the 5...

Boise Cascade (BCC) has drawn fresh attention after recent trading left the shares with a year-to-date total return of 8.7% and a 1-year total return decline of 21.5%. See our latest analysis for Boise Cascade. Recent trading has been weak, with a 7 day share price return of 6.9% and a 30 day share price return of 4.5%. However, the year to date share price return of 8.7% contrasts with a 1 year total shareholder return decline of 21.5%, while the 5 year total shareholder return of 103.8%...

Recent coverage around On Holding (ONON) has focused on its latest quarterly results, where revenue grew 35.1% year over year and earnings per share topped expectations by 47.06%, alongside upward earnings estimate revisions. See our latest analysis for On Holding. Despite the latest earnings surprise, the recent 1-day share price return of a 4% decline contrasts with a 90-day share price return of 13.6% and a 3-year total shareholder return of about 7x. This suggests that longer term...

If you are wondering whether MakeMyTrip at around US$55 a share still offers value, the key question is how its current price compares with what the business might reasonably be worth. The stock has seen mixed returns, with a 1.7% decline over the last week, an 11.7% decline over the last month, a 32.5% decline year to date, but a 118.8% gain over three years and a 54.0% gain over five years. These shifts can change how the market views both its growth potential and its risk profile. Recent...