U.S. Software Stock News

NasdaqGS:AUR
NasdaqGS:AURSoftware

Is Aurora Innovation a Bargain After Recent Volatility and Long Term Cash Flow Projections?

If you are wondering whether Aurora Innovation at around $4 a share is a bargain or a value trap, you are not alone. This piece will walk through what the numbers actually say. The stock has slipped about 4.8% over the last week, but it is still up 9.1% in the last month, even after a tough year to date at minus 31.5% and a 251.3% gain over three years. Those swings have come as investors react to ongoing progress in Aurora's self driving truck program and partnerships with major logistics...
NYSE:ELME
NYSE:ELMEResidential REITs

Elme Communities (ELME): Reassessing Valuation After $1.6 Billion Asset Sale and New DSC Meridian Stake

DSC Meridian Capital’s fresh stake in Elme Communities (ELME) comes shortly after Elme’s roughly $1.6 billion sale of 19 multifamily properties, a move that is sharpening investor focus on underlying asset value. See our latest analysis for Elme Communities. With the portfolio sale reframing Elme as a leaner multifamily REIT, the stock’s roughly 15 percent year to date share price return and near 20 percent one year total shareholder return suggest that momentum is quietly rebuilding as...
NasdaqCM:ARQQ
NasdaqCM:ARQQSoftware

Arqit Quantum (ARQQ): Reassessing an Expensive Valuation After New 2025 Results and 2026 Outlook

Arqit Quantum (ARQQ) just dropped full year 2025 earnings and a fresh 2026 revenue outlook, giving investors a clearer snapshot of how this quantum cybersecurity story is progressing and what management expects next. See our latest analysis for Arqit Quantum. The earnings release comes after a choppy stretch for the stock, with a 1 day share price return of 6.5 percent, a 90 day share price return of negative 42.7 percent, and a 3 year total shareholder return of negative 77.2 percent,...
NYSE:JBL
NYSE:JBLElectronic

Jabil (JBL) Q1: Margin Compression Reinforces Bearish Narrative Despite Solid Revenue Base

Jabil (JBL) opened Q1 2026 with revenue of about $8.3 billion and basic EPS of $1.36, alongside net income of $146 million. This provides a clear snapshot of its latest quarter following a year in which trailing twelve month revenue reached roughly $31.1 billion and EPS came in at $6.50. Over recent quarters the company has seen revenue move from $7.0 billion and EPS of $0.89 in Q1 2025 to $8.3 billion and EPS of $1.36 in Q1 2026. At the same time trailing twelve month net income has shifted...
NYSE:ALIT
NYSE:ALITProfessional Services

Will Alight’s (ALIT) CFO Transition Quietly Reshape Confidence In Its Long-Term Strategy?

Alight has announced that Chief Financial Officer Jeremy J. Heaton resigned earlier this month, effective January 9, 2026, with long-time finance executive Greg Giometti stepping in as interim CFO to manage the handover. The orderly transition and appointment of an internal finance leader with deep planning and reporting experience may reassure investors about continuity in Alight’s financial oversight. Next, we’ll examine how Giometti’s interim appointment in this critical finance role may...
NYSE:VSH
NYSE:VSHElectronic

Is Vishay Intertechnology Attractively Priced After Recent 19.5% Rally And Dividend Outlook?

If you have been wondering whether Vishay Intertechnology is a bargain or a value trap at around $14.84, you are not alone. Investors have been watching this one closely for signs of a turnaround. The stock has slipped 6.3% over the past week, but that comes after a punchy 19.5% gain over the last month, even though it still sits in negative territory year to date and over the past 1, 3 and 5 years. Recent headlines have centered on Vishay's positioning in key semiconductor and passive...
NasdaqCM:PVLA
NasdaqCM:PVLABiotechs

Assessing Palvella Therapeutics After Its 666.8% Surge and Late Stage Pipeline Progress

Wondering if Palvella Therapeutics is still a smart buy after its massive run up, or if the market has already priced in the story, you are not alone. That is exactly what this breakdown will tackle. After an eye catching 666.8% return year to date, the stock has cooled slightly in the last week with a 4.9% pullback but is still up 10.9% over the past month. Recent headlines have focused on Palvella's progress in late stage development for treatments targeting rare dermatologic diseases...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Reassessing SailPoint (SAIL) Valuation After a Recent Share Price Rebound

SailPoint (SAIL) shares have quietly climbed about 12% over the past month even as three month performance remains weak, setting up an interesting reset in expectations around its identity security business. See our latest analysis for SailPoint. Zooming out, SailPoint’s 30 day share price return of about 12% contrasts with a still negative year to date share price return. This hints that sentiment is stabilising rather than fully turning bullish just yet. If SailPoint’s recent move has your...
NasdaqGM:FCEL
NasdaqGM:FCELElectrical

FuelCell Energy (FCEL) Narrows Q4 Losses, Testing Bearish Profitability Narratives

FuelCell Energy (FCEL) has put out its FY 2025 numbers with fourth quarter revenue at about $55.0 million and basic EPS of roughly -$0.85, capping off a trailing twelve months that saw revenue of around $158.2 million and basic EPS of about -$7.42. The company has seen quarterly revenue move from roughly $49.3 million in Q4 2024 to $55.0 million in Q4 2025, while net income for these quarters remained negative at about -$42.2 million and -$30.7 million respectively. This underscores that top...