U.S. Software Stock News

If you have been wondering whether CSW Industrials at around $305 a share is still worth buying after its big run over the years, you are not alone and this article is going to unpack exactly what you are paying for. The stock has cooled off slightly in the last week with a -4.1% move, but that comes after a strong 25.9% jump over the last month and a powerful 164.2% gain over three years, even though it is still down -14.3% over the past year and -13.0% year to date. Recent headlines around...

In December 2025, Arqit Quantum Inc. reported full-year results showing sales of US$530,000, a reduced net loss of US$35.34 million, and significantly lower losses per share compared with the prior year. The company also issued fiscal 2026 guidance targeting about US$1.20 million in revenue, giving investors a clearer view of its commercial progress in quantum encryption. Next, we’ll examine how Arqit’s sharply reduced losses and modest 2026 revenue target shape the company’s evolving...

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...

We think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...

Those holding Atlantic American Corporation ( NASDAQ:AAME ) shares would be relieved that the share price has rebounded...

Investing in stocks inevitably means buying into some companies that perform poorly. But the last three years have been...

ABM Industries Incorporated ( NYSE:ABM ) shareholders are probably feeling a little disappointed, since its shares fell...

Even though Reading International, Inc. ( NASDAQ:RDI ) has fallen by 12% over the past week , insiders who sold US$54k...

We wouldn't blame Mohawk Industries, Inc. ( NYSE:MHK ) shareholders if they were a little worried about the fact that...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

We wouldn't blame Lear Corporation ( NYSE:LEA ) shareholders if they were a little worried about the fact that Jason...

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

MillerKnoll, Inc. ( NASDAQ:MLKN ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...

Recently, LCI Industries received a top Zacks Rank of #1 as analysts raised full-year earnings estimates by 12.8% over the past 90 days, supported by a year-to-date performance that has outpaced the broader Auto-Tires-Trucks sector. This upgrade builds on LCI Industries' consistent record of beating earnings expectations and valuation metrics that many investors view as attractive for value-focused exposure within auto components. With analyst earnings estimates moving higher and reinforcing...

If you are wondering whether Coty is a beaten down value opportunity or a value trap at today’s price, this article will walk you through what the numbers really say. The stock has barely budged in the short term, up 1.2% over the past week and just 0.3% over the last month. However, zooming out shows a much rougher ride, with the share price down 52.5% year to date and 53.7% over the last year. Those steep longer term declines reflect a mix of investor concerns around the pace of Coty’s...

In 2025, Chagee Holdings released its inaugural 2024 Sustainability Report and continued expanding across Asia Pacific, now operating over 7,338 tea houses in markets including Indonesia, the Philippines, Vietnam, Singapore, Malaysia, and Thailand. By pairing ESG-focused initiatives with health certifications and culturally tailored product innovation, the company is positioning its modern tea brand to appeal to both socially conscious and health-oriented consumers across the region. We’ll...

Earlier this month, Owlet, Inc. announced a new DME partnership with 1 Natural Way, allowing families across the U.S. to access its FDA-cleared BabySat pulse oximeter through insurance-supported channels, including commercial plans, many state Medicaid networks, and TRICARE. This expansion into reimbursed home monitoring for higher-risk infants underlines Owlet’s push further into clinically integrated, insurance-backed distribution rather than relying solely on direct-to-consumer...

Nike (NKE) just posted its Q2 2026 numbers, with revenue at $12.4 billion, basic EPS of $0.54 and net income of $792 million setting the tone for the latest quarter. The company has seen revenue move from $12.4 billion in Q2 2025 to $12.4 billion in Q2 2026, while basic EPS shifted from $0.78 to $0.54 over the same period, giving investors plenty to dissect around how underlying margins are tracking. See our full analysis for NIKE. With the headline figures on the table, the next step is to...

Recently, several banks revised their views on Grocery Outlet Holding after the company reported weaker November same-store sales and an 8.2% drop in EBT payment sales, highlighting pressure on its value-focused shopper base. Analysts acknowledged early progress under the new CEO’s turnaround plan, but questioned how quickly these initiatives can offset softening demand among lower-income customers. Next, we’ll examine how softer November comps and EBT weakness may alter Grocery Outlet’s...

Compass Diversified (CODI) opened 2025 with Q1 revenue of about $453.8 million and basic EPS of roughly -$0.59, alongside net income from continuing operations of around -$44.0 million, marking a narrower loss than the -$118.3 million booked a year earlier on $410.8 million of revenue. Over the past few quarters, the company has seen revenue move between roughly $410.8 million and $582.6 million while basic EPS has swung from -$1.57 to $0.08 and back into the red, underscoring a business that...

KB Home (KBH) has wrapped up FY 2025 with fourth quarter revenue of about $1.7 billion and basic EPS of roughly $1.59, setting a clear marker for how its homebuilding cycle is playing out amid softer profitability trends over the past year. The company has seen quarterly revenue ease from around $2.0 billion and EPS of about $2.59 in Q4 2024 to $1.7 billion and $1.59 in Q4 2025, while trailing net profit margins have compressed. This puts the spotlight firmly on how sustainable its current...

Setting the scene for Luda Technology Group's latest results Luda Technology Group (LUD) opened H1 2025 with trailing 12 month revenue of about $37.1 million and basic EPS of roughly negative $0.08, reflecting unprofitable operations over the period. The company has seen reported half year revenue move from $26.3 million in H2 2023 to $24.9 million in H1 2024, then down to $19.9 million in H2 2024, while basic EPS shifted from $0.04 to $0.05 before slipping to negative $0.07 alongside net...

Lamb Weston Holdings (LW) has just posted Q2 2026 results with revenue of about $1.6 billion and basic EPS of $0.45, alongside net income of $62.1 million that gives investors a fresh read on how the frozen potato giant is navigating a tougher margin backdrop. The company has seen quarterly revenue move around the $1.5 billion to $1.7 billion mark over the past six periods, while basic EPS has ranged from a loss of $0.25 in Q2 2025 to a high of $1.03. This sets up the latest print as part of...

Twenty One Capital (XXI) has quietly become a way to play the Bitcoin balance-sheet trend, with its shares swinging sharply this past 3 months even as its one year return remains slightly positive. See our latest analysis for Twenty One Capital. That volatility has cut the 90 day share price return to a steep loss, even though the year to date share price return is still positive and the one year total shareholder return sits just under 9 percent. This suggests that momentum is fading but not...