U.S. Software Stock News

AECOM (ACM) just landed a fresh 10 year IDIQ contract from the Federal Aviation Administration, giving it a long runway of potential task orders tied to critical air traffic infrastructure upgrades. See our latest analysis for AECOM. The contract drops at a time when AECOM’s share price has slid to about $98.85, with a sharp 1 month share price return of minus 25.52 percent, but a resilient 5 year total shareholder return of 114.46 percent suggesting longer term momentum is still intact. If...

In recent days, BofA reaffirmed AMETEK’s place on its “US 1 List,” highlighting the company’s network of more than 40 specialized industrial businesses and its focus on electronic instruments and electromechanical devices. At the same time, AMETEK’s short interest has fallen relative to peers, pointing to a reduction in bearish sentiment and comparatively stronger investor confidence in its business model. We’ll now examine how BofA’s continued endorsement of AMETEK could influence the...

At its December 11, 2025 annual meeting, BILL Holdings' shareholders approved the appointment of finance executive Natalie Derse to the board of directors. Her addition comes just days after activist investor Barington Capital pressed the board to cut costs and evaluate all strategic options amid concerns over profitability and business momentum. We’ll now explore how Barington Capital’s push for cost reductions and a potential strategic review could reshape BILL Holdings’ investment...

Relay Therapeutics recently reported subset interim data from its ReDiscover first-in-human trial, showing encouraging efficacy and tolerability for zovegalisib (RLY-2608) in heavily pre-treated HR+/HER2- advanced breast cancer patients, presented at the 2025 San Antonio Breast Cancer Symposium. An interesting takeaway is that zovegalisib’s activity appeared broadly consistent across challenging subgroups, including patients with prior SERD exposure and ESR1 mutations, while maintaining a...

Earlier this week, Truist Securities upgraded DLocal from Hold to Buy, pointing to new CEO Pedro Arnt’s turnaround efforts and recent third-quarter earnings that exceeded expectations. The upgrade highlights easing worries about pressure on DLocal’s take rates, with Truist’s net take rate outlook now closely matching broader market forecasts. Next, we’ll examine how Truist’s renewed confidence in CEO Pedro Arnt’s turnaround efforts could influence DLocal’s broader investment narrative. The...

Earlier this month, Clarivate Plc announced the launch of its Cortellis Regulatory Intelligence AI Assistant, powered by agentic AI, alongside the new Derwent Patent Monitor to help life sciences and intellectual property teams access regulatory data and review patents more efficiently. These AI-enabled tools highlight Clarivate’s push to embed automation and decision support deeper into specialist research workflows, potentially strengthening the appeal and stickiness of its subscription...

Mosaic (MOS) just pulled off a classic sentiment swing, with the stock bouncing after analyst downgrades knocked it lower and bargain hunters stepped in, even as research firms recalibrated their fertilizer outlooks. See our latest analysis for Mosaic. The latest rebound, including a 1 day share price return of 4.05 percent and 7 day share price return of 11.01 percent, comes after months of pressure that left the 3 year total shareholder return at negative 37 percent. This suggests sentiment...

Earlier this month, BioMarin Pharmaceutical’s CEO reported that the company’s US$500 million cost transformation program is about two-thirds complete and reiterated an ambition to reach a 40% non-GAAP operating margin next year, while also reshaping the portfolio through workforce reductions and discontinuation of the Roctavian program. At the same time, analysts have raised concerns about rising competition in achondroplasia and potential gaps in BioMarin’s pipeline, even as they...

Earlier this week, Goldman Sachs initiated coverage on Boot Barn Holdings with a positive rating and a US$225 price objective, highlighting the retailer’s expanded target for new store openings and its recent milestone of surpassing 500 locations across the United States. The firm’s view that Boot Barn could outperform sales expectations by accelerating store expansion underscores how brick‑and‑mortar growth remains central to the company’s trajectory despite broader retail shifts. We’ll now...

Hasbro (HAS) just leaned further into digital gaming, with Wizards of the Coast unveiling WARLOCK: DUNGEONS & DRAGONS and a fresh EXODUS trailer. These moves refocus the story on its higher growth, IP driven businesses. See our latest analysis for Hasbro. Investors seem to be warming to this pivot, with a roughly 44% year to date share price return and a 3 year total shareholder return above 60%, suggesting momentum is rebuilding around Hasbro’s IP heavy strategy. If these gaming moves have...

On 10 December 2025, Vertical Aerospace revealed its next-generation Valo eVTOL aircraft and announced MoUs and partnerships with Héli Air Monaco, Skyports Infrastructure and Bristow Group to develop zero-operating-emission air-taxi routes in Europe and the UK. Together, these agreements move Vertical closer to commercial operations by pairing its new aircraft with operators, infrastructure providers and planned high-value routes such as Monaco–Nice and Canary Wharf–Heathrow. With the shares...

Check Point Software Technologies (CHKP) just rolled out its Quantum Firewall Software R82.10, a substantial upgrade aimed at helping enterprises manage AI related risks while tightening security across sprawling hybrid networks. See our latest analysis for Check Point Software Technologies. Despite the buzz around R82.10 and a fresh $1.5 billion zero coupon convertible note issue, Check Point’s 1 month share price return of minus 5.04 percent contrasts with a steadier year to date share...

If you are wondering whether NVIDIA is still worth buying after its massive run, you are not alone. In this article, we are going to unpack what the current price really implies about future growth. Even after slipping about 4.1% over the past week and 9.7% over the last month, the stock is still up 26.5% year to date and roughly 30.4% over the last year, on top of a staggering 957.2% 3 year and 1222.4% 5 year return that keeps expectations sky high. Recent moves have been shaped by ongoing...

Payoneer Global (PAYO) just tapped Oscilar to overhaul fraud and risk intelligence across its core payment rails, leaning into AI driven analytics to tighten controls and potentially sharpen margins over time. See our latest analysis for Payoneer Global. The Oscilar partnership lands as Payoneer’s share price sits at $5.96 and a recent 7 day share price return of 4.93 percent contrasts with a much weaker year to date share price return of minus 41.28 percent. This suggests long term holders...

Century Aluminum (CENX) has quietly turned into one of the stronger performers in the materials space, with the stock up roughly 21% over the past 3 months and 76% year to date. See our latest analysis for Century Aluminum. At a share price of $31.56, Century Aluminum’s 90 day share price return of about 21% and 76% year to date sit alongside a 3 year total shareholder return of roughly 332%. Together, these figures suggest meaningful momentum as investors reassess its growth and risk...

Wondering if Nasdaq at around $93.57 is still a smart buy, or if most of the upside has already been priced in? This breakdown will help you decide whether the current tag makes sense or not. The stock has climbed about 3.7% over the last week, 5.4% over the past month, and is now up roughly 20.8% year to date, building on multi year gains of 18.2% over 1 year, 61.1% over 3 years, and 133.6% over 5 years. Recent news coverage has focused on Nasdaq’s evolution beyond a traditional exchange...

Clear Secure (YOU) just landed a high profile contract with the Centers for Medicare & Medicaid Services, plugging its CLEAR1 identity platform into Medicare.gov and pushing the stock to fresh multi year highs. See our latest analysis for Clear Secure. That CMS win caps a stretch of upbeat news, from new digital health partnerships to fresh airport lane openings. Investors have taken notice, with a roughly 52% year to date share price return and a 60% one year total shareholder return...

If you are wondering whether Carvana is still a bargain or if you have already missed the big move, this article will walk through whether the current price really makes sense. Carvana's share price has moved sharply higher again, up 14.0% over the last week, 38.8% over the last month, 128.3% year to date, and an eye‑catching 8,959.2% over three years, even after a more modest 83.6% gain over the past year and 71.2% over five years. Behind these wild swings, the market has been reacting to...

If you have been wondering whether Gartner is a bargain hiding in plain sight or a stock past its prime, this breakdown will give you a clear, no nonsense view of what you are really paying for. The share price has drifted slightly higher in the short term, up 1.8% over the last week and 1.6% over the past month, but that is against a much steeper backdrop, with the stock down 51.6% year to date and 54.0% over the last year. Those moves come as investors reassess Gartner’s role in a tougher...

Biohaven (BHVN) just put fresh oncology data in front of specialists at the ESMO Immuno Oncology Congress, sharing early results for its Trop2 antibody drug conjugate BHV 1510 combined with Regeneron’s cemiplimab. See our latest analysis for Biohaven. The BHV 1510 update lands after a volatile year, with a sharp 30 day share price return of 45.03% but a steep year to date share price decline and weak one year total shareholder return, signalling tentative momentum in a still high risk...

PROG Holdings (PRG) has quietly delivered steady revenue and earnings growth, yet the stock is down sharply this year. That disconnect is drawing value oriented investors back for a closer look. See our latest analysis for PROG Holdings. Despite a resilient 30 day share price return of 7.55 percent, the stock is still down meaningfully on a year to date share price basis. However, the three year total shareholder return of 77.39 percent suggests the longer term story remains intact, and...

In early December 2025, Dolby Laboratories and Nebraska Furniture Mart launched the first-ever Dolby Home Experience at NFM’s The Colony store, giving shoppers an immersive, try-before-you-buy way to experience Dolby Vision and Dolby Atmos across TVs, soundbars, and other home entertainment devices. This concept space highlights how Dolby is moving closer to the point of consumer purchase, using experience-led retail to help households understand and appreciate premium audio-visual...

If you are wondering whether Reddit's stock is still worth pursuing after its post IPO buzz, you are not alone. This breakdown will help you consider whether the current price makes sense or is getting ahead of itself. Despite some recent volatility, with the share price down 4.0% over the last week, it is still up 10.8% over 30 days and 35.5% year to date, which keeps it firmly on growth focused investors' radars. Recent headlines have centered on Reddit's licensing deals for its content...

Earlier this month, U-Haul Holding Company completed multiple small fixed-rate secured note issuances totaling about US$13.7 million and filed an omnibus shelf registration for common stock, preferred stock, and debt securities, while also affirming a quarterly US$0.05 per share dividend on its Series N Non-Voting Common Stock. Against this backdrop of fresh financing flexibility, the company’s operations and investor perception are also being shaped by softer recent cash flow trends and the...