U.S. Software Stock News

This article examines whether Expedia Group's current share price still offers value after its long run on the market, or if most of the easy gains are behind it, by walking through what the numbers are really saying about the stock. The share price sits at US$233.60 after a 1.2% decline over the last week and larger pullbacks of 19.9% over the last month and 17.4% year to date. At the same time, the 1 year and 3 year returns of 16.2% and 103.1% keep longer term holders in positive...

Shareholders appeared unconcerned with NOV Inc.'s ( NYSE:NOV ) lackluster earnings report last week. We think that the...

There wouldn't be many who think Local Bounti Corporation's ( NYSE:LOCL ) price-to-sales (or "P/S") ratio of 0.9x is...

3M (NYSE:MMM) has introduced Ask 3M, an AI powered engineering assistant, and the 3M Digital Materials Hub as new digital tools for product design support. The tools use generative AI and advanced modeling to help engineers query material data, explore options, and connect with 3M scientists during the design process. The launch targets industrial customers looking to speed up development cycles and improve collaboration with 3M on complex material decisions. For investors watching 3M at a...

Shareholders appeared to be happy with InterDigital, Inc.'s ( NASDAQ:IDCC ) solid earnings report last week. This...

Texas Instruments (NasdaqGS:TXN) has entered into a definitive agreement to acquire Silicon Labs in an all cash deal valued at about US$7.5b. The transaction expands Texas Instruments' position in analog and embedded semiconductors, with a focus on chips used in AI data center infrastructure. The agreement confirms earlier rumors and moves the potential combination into a formal, binding stage that will be closely watched by investors and customers. For you as an investor, the headline is...

If you are wondering whether Carlyle Group shares still offer value at around US$53.54, you are not alone. This article will focus on what that price might really imply. The stock has seen a 10.0% return over the past year, but that sits alongside a 7 day return of 8.3% decline, a 30 day return of 18.6% decline, and a year to date return of 12.0% decline. These figures can change how investors think about growth potential and risk. Recent coverage has focused on how private markets firms...

Shopify (SHOP) has reported its FY 2025 third quarter with revenue of US$2.8b, basic EPS of US$0.20 and net income of US$264m, setting the tone for how the rest of the year could look. The company has seen revenue move from US$2.0b in Q2 2024 to US$2.2b in Q3 2024, then to US$2.7b in Q2 2025 and US$2.8b in Q3 2025, while basic EPS has ranged from US$0.13 in Q2 2024 to US$0.64 in Q3 2024, US$0.70 in Q2 2025 and US$0.20 in Q3 2025. This gives investors a detailed read on how the income line is...

Software Finder recently announced the winners of its inaugural Excellence Award, naming ADP Inc. among the honorees for verified performance, customer satisfaction, and sustained market engagement in HR software. Coupled with fresh attention on ADP’s weekly National Employment Report Pulse, this recognition reinforces the company’s role as both a key HR platform provider and a closely watched employment-data source. We’ll now examine how ADP’s Excellence Award recognition and heightened...

Shareholders might have noticed that RXO, Inc. ( NYSE:RXO ) filed its full-year result this time last week. The early...

Recently, Intel appointed former Qualcomm executive Eric Demers as Chief GPU Architect, advanced new technologies such as its Z-Angle Memory prototype, and confirmed plans to invest at least US$100 million in AI chip startup SambaNova Systems to reinforce its position in AI and data center computing. Taken together, these moves point to Intel intensifying its focus on AI hardware and server workloads, while reshaping its product roadmap and partnerships in high‑value infrastructure...

Novo Nordisk (NYSE:NVO) has filed a broad lawsuit against Hims & Hers, seeking to stop sales of compounded and unapproved alternatives to its obesity drug Wegovy. The lawsuit follows recent FDA action that led Hims & Hers to discontinue its compounded GLP-1 offerings. Separately, the FDA has issued a formal warning to Novo Nordisk over allegedly misleading advertising related to the Wegovy pill. These developments raise questions around patient safety, the legality of compounded GLP-1...

Studio City International Holdings Limited's ( NYSE:MSC ) price-to-sales (or "P/S") ratio of 0.9x might make it look...

Reinsurance Group of America, Incorporated ( NYSE:RGA ) stock is about to trade ex-dividend in four days. The...

Wondering whether Apple’s current share price really lines up with its underlying value, or if expectations have simply run ahead of the story you are buying into? Apple’s stock last closed at US$275.50, with returns of 1.7% year to date and 16.8% over the past year. The 7 day return shows a 0.4% decline, which contrasts with a 5.9% gain over the past 30 days, and returns of 79.9% and 116.2% across the last 3 and 5 years respectively. Recent coverage around Apple has continued to focus on...

Enphase Energy (NasdaqGM:ENPH) is advancing its IQ Bidirectional EV Charging Platform with successful technical demonstrations across the US and Europe. The company is validating the platform for grid and home integration, targeting both vehicle to home and vehicle to grid use cases. Enphase is participating in global interoperability events and preparing for volume production as it works to bring the platform to market. Enphase Energy is best known for its microinverters and home energy...

Cencora, Inc.'s ( NYSE:COR ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

If you are wondering whether German American Bancorp is priced fairly at its recent levels, this article will walk through what that share price could imply about value. The stock last closed at US$43.06, with a 7 day return of a 2.6% decline, a 30 day return of 9.2%, and year to date and 1 year returns of 10.8% and 10.1% respectively, which may have caught your eye as you review regional bank names. Recent coverage has focused on German American Bancorp as part of broader discussions about...

Xylem (NYSE:XYL) has completed the integration of its US$7.5b Evoqua acquisition ahead of schedule. The company is launching Phase 2 of its transformation plan with an "80/20" focus on higher quality earnings. Xylem plans to exit certain lower margin and selected international operations, including a retreat from the Chinese market. The board approved an 8% increase in the quarterly dividend, reflecting confidence in financial resilience. Xylem, trading at $126.77, is reshaping its...

To the annoyance of some shareholders, Wheels Up Experience Inc. ( NYSE:UP ) shares are down a considerable 35% in the...

Key Insights Rogers' estimated fair value is US$83.51 based on 2 Stage Free Cash Flow to Equity Rogers' US$110 share...

The Omnicell, Inc. ( NASDAQ:OMCL ) share price has softened a substantial 26% over the previous 30 days, handing back...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...