U.S. Software Stock News

Earlier this week, WeRide and Uber Technologies, in partnership with Dubai’s Roads and Transport Authority, launched public Robotaxi passenger rides via the Uber app across Umm Suqeim and Jumeirah, while separately Uber expanded its U.S. grocery and alcohol delivery network by adding regional chains like Stater Bros., Kowalski’s Markets, and Big Red Liquors. At the same time, Uber is facing heightened regulatory pressure as the Federal Trade Commission and more than 20 states escalated...

In recent days, Doximity has attracted multiple analyst upgrades, with firms such as Morgan Stanley and Raymond James citing its strong free cash flow, expanding AI-enabled workflow tools, and growing clinician engagement as reasons for a more positive business outlook. Analysts also highlighted Doximity’s potential to benefit if tighter rules on direct-to-consumer drug advertising push pharmaceutical companies to shift more of their marketing budgets onto its platform. Next, we’ll examine...

Scorpio Tankers (STNG) is shaking up its fleet again, agreeing to sell two 2016 built LR2 product tankers while ordering two scrubber fitted LR2 newbuilds that better match tightening rules and evolving fuel economics. See our latest analysis for Scorpio Tankers. That kind of fleet refresh is landing just as sentiment has cooled a bit, with a 30 day share price return of negative 16.78 percent and a year to date share price return of 3.60 percent. However, the 5 year total shareholder return...

Dorchester Minerals, L.P. announced that long-time leader and co-founder William Casey McManemin will retire from the Board of Managers effective December 31, 2025, with Robert C. Vaughn serving as Interim Chairman and Albert G. Nance III joining the board from January 1, 2026. By naming McManemin Chairman Emeritus while elevating fellow co-founder Vaughn and adding industry veteran Nance, the partnership is signaling an emphasis on continuity of governance alongside fresh oil and gas...

Wondering if Axon Enterprise is still worth buying after its massive run over the last few years, or if the easy money has already been made? You are not alone. The stock has cooled off recently, with shares down 3.2% over the last week and about 7.8% year to date, but that is after a gain of 214.8% over three years and 317.2% over five years. Investors have been reacting to Axon's expanding footprint in public safety technology, from its TASER devices to body cameras and cloud based...

Royal Caribbean Group’s board recently declared a quarterly dividend of US$1.00 per share, payable on January 14, 2026 to shareholders of record on December 26, 2025, and authorized a new share repurchase program of up to US$2.00 billion. These shareholder returns arrive shortly after a mixed third-quarter update and softer earnings guidance, highlighting management’s confidence despite recent operational and sentiment challenges. Next, we’ll explore how the new US$2.00 billion buyback...

Wondering if Flex is still a smart buy after its big run, or if the easy money has already been made? You are not alone, and this is exactly the question we are going to unpack. Even after a recent 12.8% pullback over the last week, the stock is still up 7.0% in the last month, 62.7% year to date and 65.7% over the past year, with a 295.8% gain over 3 years and 373.7% over 5 years. Those kinds of multiyear gains have been associated with a steady repositioning of Flex as a higher value...

Wondering if NuScale Power at around $15.73 is a bargain or a value trap? This article will walk through what the numbers are really saying about the stock. The share price has been under pressure recently, down 22.6% over the last week and 25.3% over the past month. However, it is still up 53.5% over 3 years and 52.0% over 5 years, hinting at a volatile but resilient story. Much of the recent move has been shaped by shifting sentiment around small modular reactors, including policy support...

Recent scrutiny of Sirius XM Holdings (SIRI) is centering on its lagging core subscriber trends and thin free cash flow margin. Together, these factors are raising fresh questions about how management is deploying capital. See our latest analysis for Sirius XM Holdings. The share price, now at $21.75, has seen a modest 1 month share price return of about 4 percent. However, the 3 year total shareholder return of roughly negative 59 percent shows that longer term momentum has clearly faded,...

CareTrust REIT (CTRE) has been drawing more attention after revamping its long term incentive plan with new LTIP Units and buying three senior living communities in Texas, moves that quietly reshape its growth story. See our latest analysis for CareTrust REIT. Those incentive tweaks and Texas acquisitions are landing against a backdrop of strong momentum, with the share price at $36.34 and a robust year to date share price return of 37.03 percent. This is underpinned by a 38.60 percent one...

Phoenix Financial and Blackstone recently announced a partnership in which Phoenix plans to invest up to US$5 billion across corporate, real estate, and asset-based credit strategies, drawing on Blackstone’s global credit origination platform. This agreement deepens Blackstone’s role as a large third‑party credit manager and channels institutional Israeli capital into diversified global credit opportunities. Next, we’ll explore how this new US$5 billion credit partnership could influence...

Textron (TXT) has quietly been grinding higher, with the stock up around 10% over the past month and more than 15% this year, as investors warm to its diversified aviation and defense portfolio. See our latest analysis for Textron. That climb has been driven less by flashy headlines and more by steady execution in aviation and defense, with a roughly 9.5% 1 month share price return backing up a solid multi year total shareholder return profile. This suggests momentum is quietly building. If...

XPENG has entered a partnership with EP Manufacturing Berhad to develop a localized EV production hub in Malacca, Malaysia, with mass production targeted for 2026 as part of a broader Europe and Asia-Pacific ecosystem build-out. By combining XPENG’s smart-EV platform with EPMB’s local manufacturing expertise, the project is set to embed the brand more deeply into Malaysian and ASEAN supply chains while supporting the country’s green industrial ambitions. We’ll now examine how building...

Wondering if Trimble at around $78.89 is still a smart buy, or if the easy money has already been made? You are not alone. That is exactly what this breakdown is here to unpack. Despite a recent 5.3% pullback over the last week, the stock is still up 4.6% over the past month, 13.2% year to date and 61.9% over three years, a pattern that hints at both durable growth and shifting risk perceptions. Recent headlines have focused on Trimble's push deeper into connected construction and geospatial...

Recent Performance Puts Parsons Under the Microscope Parsons (PSN) has slid about 26% over the past month and roughly the same in the past 3 months, pulling its year to date loss to around 33%, which naturally raises valuation questions. See our latest analysis for Parsons. The 1 month share price return of negative 26.2% and 1 year total shareholder return of negative 36.6% show momentum has clearly faded, as investors reassess Parsons’ growth prospects and risk profile, despite its longer...

Many investors are asking whether American Bitcoin at around $1.65 is a bargain or a value trap, so here is a breakdown of what the market might be missing. The stock has been extremely volatile recently, dropping about 14.9% over the last week and sliding roughly 67.3% over the past month, leaving it down around 74.3% year to date. Those sharp moves are coming as crypto related names remain highly sensitive to shifts in risk appetite and sentiment around digital asset regulation, with...

If you have been wondering whether Kontoor Brands is quietly turning into a value opportunity, you are not alone. This stock is starting to look interesting for valuation focused investors. Despite being down 6.2% over the last week, 8.1% over the past month, and 24.8% year to date, the stock is still up 80.7% over 3 years and 83.6% over 5 years, which indicates that long term holders have done well even after the recent pullback. Recently, sentiment around apparel and denim names has been...

United Parcel Service (UPS) has quietly rebounded, with the stock up about 7% over the past month and nearly 19% in the past 3 months, drawing fresh attention from value focused investors. See our latest analysis for United Parcel Service. That move comes after a tough stretch, with the share price still showing a negative year to date share price return and a weak multi year total shareholder return. However, recent momentum suggests investors are cautiously reassessing UPS’s longer term...

In recent months, Expand Energy, formed by the 2024 merger of Chesapeake Energy and Southwest Energy, reported a surge in oil, natural gas, and natural gas liquids sales, supported by stronger marketing revenues and derivatives contributions. These operational gains, building on merger-driven efficiencies, highlight how the company’s scale and cost reductions are starting to translate into materially stronger commercial performance. We’ll now explore how this surge in energy product sales...

Steady performance and valuation backdrop SEI Investments (SEIC) has been quietly grinding higher, with the stock up about 5% over the past month and roughly 4% over the past year. This invites a closer look at its current setup. See our latest analysis for SEI Investments. With the share price now around $83.09, SEI’s recent 1 month share price return of more than 5% sits against a solid multi year backdrop, including a three year total shareholder return above 45%. This suggests momentum is...

Oklo (OKLO) has been on a wild ride this year, with the stock still up sharply despite dropping around 9% today and roughly 25% over the past week. Investors are now wrestling with what that volatility implies for future returns. See our latest analysis for Oklo. That pullback comes after a huge run, with the share price still showing a very strong year to date share price return and an even stronger one year total shareholder return. This suggests sentiment is cooling, while long term...

In early December 2025, uniQure reported that final FDA meeting minutes indicated Phase I/II data for its Huntington's gene therapy AMT-130 are currently unlikely to provide the primary evidence needed for a Biologics License Application, prompting the company to seek a follow-up meeting in early 2026. This feedback raises questions about trial design, endpoint robustness, and the potential need for additional studies, sharpening focus on uniQure’s regulatory pathway and funding capacity for...

If you are wondering whether Jabil’s roaring share price still leaves any real value on the table, you are not alone, and this is exactly what we are going to unpack. Despite a recent 5.9% pullback over the last week, the stock is still up 7.9% over the past month, 51.4% year to date, and 50.8% over the last year, building on gains of 210.1% in 3 years and 408.7% in 5 years. That kind of run has been underpinned by Jabil’s strategic pivot toward higher margin, technology focused...

LTC Properties, Inc. recently amended its July 21, 2025 Credit Agreement to lift total lender commitments to $800 million, including $200 million of term loans maturing between 2028 and 2032 with interest rates effectively fixed through swap agreements. By locking in long-dated borrowing costs at defined fixed rates, LTC is signaling a focus on balance sheet certainty that could shape how it funds future senior housing and healthcare growth projects. Next, we’ll examine how this expanded...