U.S. Software Stock News

NetApp (NTAP) shares have been drifting after a choppy few months, slipping over the past week but still modestly higher for the month. This sets up an interesting mismatch between recent volatility and longer term performance. See our latest analysis for NetApp. At around $110.95 per share, NetApp’s recent slide, including a weak 7 day share price return, looks more like a pause in what has been a solid multi year total shareholder return story. This suggests momentum is cooling rather than...

Cheesecake Factory (CAKE) has quietly outperformed the broader market over the past month, climbing about 13%, as investors reassess the chain’s pricing power, traffic trends, and improving profitability. See our latest analysis for Cheesecake Factory. That recent 1 month share price return of 13.33% comes after a choppier quarter. However, with the stock now at $50.26 and a 3 year total shareholder return of 74.47%, momentum still looks more constructive than not. If Cheesecake Factory’s...

Wondering if Roblox at around $85.91 is still worth chasing after its big run, or if the risk is finally catching up with the hype? In this article, we unpack what the current price really implies about future growth. The stock has pulled back about 9% over the last week and roughly 15.2% over the past month, even though it is still up around 46% year to date and 46.1% over the past year, and a huge 205.8% over three years. Recent moves have been driven by shifting sentiment around user...

FedEx (FDX) is back in the spotlight as investors gear up for its Q2 2026 earnings on December 18, with attention fixed on three things: earnings momentum, cost cuts, and the coming FedEx Freight spin off. See our latest analysis for FedEx. That backdrop of upbeat commentary and the coming Freight spin off has helped fuel a 25.1% 3 month share price return to $282.46, while the 3 year total shareholder return of 83.3% shows longer term momentum is still very much intact. If FedEx’s setup has...

If you are wondering whether Gilead Sciences is still a smart consideration after its big run, or if you are late to the party, this breakdown will help you assess whether the current price makes sense or is quietly offering value. The stock is flat over the last week and down 2.2% over the past month, but it is still up 32.1% year to date and 156.3% over five years, which indicates that sentiment has shifted in a significant way. Recent headlines have focused on Gilead's expanding oncology...

Wondering if Keurig Dr Pepper is quietly turning into a value opportunity while the market looks elsewhere? This breakdown will help you decide whether the current price really makes sense. Despite trading at around $28.59, the stock is roughly flat to slightly negative over the last week at -1.6%, has climbed 5.4% over the last month, but is still down -10.0% year to date and -10.8% over the past year. This hints that sentiment may be in the middle of a slow reset. Recent headlines have...

Tyler Technologies (TYL) just doubled down on its public sector footprint by announcing deals to buy Edu.Link and CloudGavel, moves that quietly reshape its K 12 HR and digital public safety offerings. See our latest analysis for Tyler Technologies. Despite the drumbeat of product expansion, Tyler's share price has been under pressure, with a year to date share price return of negative 21.68 percent and a 1 year total shareholder return of negative 25.96 percent. However, the 3 year total...

Booz Allen Hamilton Holding (BAH) has been drifting lower this year, with the stock down about 32% year to date and roughly 34% over the past year, despite modest revenue growth. See our latest analysis for Booz Allen Hamilton Holding. That slide has left Booz Allen with a 1 year total shareholder return of about negative 34%, and a negative 3 year total shareholder return, even though the 1 month share price return has turned positive. This suggests sentiment may be stabilising rather than...

Steel Dynamics (STLD) has quietly delivered a strong run, with shares up about 9% over the past month and roughly 24% in the past 3 months. This invites a closer look at what investors might be pricing in. See our latest analysis for Steel Dynamics. That recent climb builds on a much bigger move. A strong year to date share price return suggests investors are increasingly comfortable paying up for Steel Dynamics’ earnings power and cyclical upside at around $169 per share. If you are watching...

Healthcare Services Group (HCSG) has been quietly turning in stronger numbers, with revenue and net income both climbing, and the stock up about 67% this year after a tough few years. See our latest analysis for Healthcare Services Group. That 66.6% year to date share price return, alongside a 61.8% one year total shareholder return, suggests momentum is building as investors start to reassess both growth prospects and execution risk at HCSG. If HCSG’s rebound has you rethinking the...

Investors may be asking whether Baidu at around $119 is still a smart way to gain exposure to China’s AI and search story, or if most of the potential upside is already reflected in the price. Despite a choppy week with a 3.7% dip, the stock is still up 2.9% over the last month, 44.3% year to date, and 32.3% over the past year, which highlights how quickly sentiment on Baidu can shift. Recently, Baidu has been in the spotlight for its push into generative AI and autonomous driving, as China...

Xometry’s recent Q3 results showed strong revenue growth and improved adjusted profitability, prompting the company to raise its Q4 and full-year 2025 guidance. The firmer outlook highlights how Xometry’s AI-powered manufacturing marketplace is starting to show greater operating leverage even as GAAP losses persist. We’ll now examine how Xometry’s raised revenue and adjusted EBITDA guidance shapes the company’s existing investment narrative and risk profile. Uncover the next big thing with...

In late October 2025, C.H. Robinson Worldwide reported third-quarter results showing higher adjusted EPS despite lower revenue, raised its 2026 operating income target, and highlighted strong AI-driven productivity gains under CEO Dave Bozeman. The company’s Lean AI operating model, which has lifted productivity by over 40% since 2022, is reshaping how it balances automation with higher-value customer work in a prolonged freight downturn. Next, we’ll explore how these AI-enabled productivity...

If you are wondering whether Abbott Laboratories at around $126 a share is still a smart buy or if the easy money has already been made, you are not alone. This breakdown is designed to cut through the noise on what the stock might really be worth. Over the last week the stock has climbed about 3.4%, but that comes after a softer patch with a 2.6% dip over the past month, leaving it still up a solid 11.7% year to date and 15.3% over the last year. Recent moves have been driven by ongoing...

PotlatchDeltic (PCH) has been quietly grinding higher, with the stock up around 3 % over the past month as investors reassess timber REITs in a calmer interest rate backdrop. See our latest analysis for PotlatchDeltic. The recent 7 day share price return of 3.27 % has nudged PotlatchDeltic toward a steadier uptrend, while a 1 year total shareholder return of 1.96 % suggests momentum is only cautiously rebuilding from earlier softness. If PotlatchDeltic has you rethinking where stable cash...

If you are wondering whether Texas Pacific Land is a bargain or a value trap at today’s price, you are not alone. This article will unpack what the numbers are really saying. The stock has slipped about 6.8% over the last week and 19.7% over the past month, extending a tough run that has it down roughly 30.5% year to date and 31.4% over the last year, while still being up about 274.1% over five years. Recently, the market has been reacting to shifting expectations around land and royalty...

Sherwin-Williams (SHW) shares have slipped about 9% over the past year, even as revenue and net income kept growing. That disconnect is what has investors asking whether the stock now offers better value. See our latest analysis for Sherwin-Williams. The stock has been drifting lower in recent months, with a 90 day share price return of minus 6.4 percent even as the three year total shareholder return sits above 40 percent. This suggests that longer term momentum is intact but near term...

If you are wondering whether PulteGroup's stock still offers value after a strong run, you are not alone. This article is designed to unpack exactly that question in plain language. The share price has climbed about 1.1% over the last week, 5.1% over the past month, and is up 15.6% year to date, adding to a striking 184.5% gain over 3 years and 187.6% over 5 years. Some of this momentum has been driven by ongoing strength in US housing demand and builder confidence, as markets continue to...

Wondering if Sezzle at around $73 a share is getting ahead of itself or still quietly undervalued? Let us unpack what the recent price action and fundamentals are really saying about where value might lie from here. Over the last week the stock is up 5.4%, it has surged roughly 40.1% over the past month, and is still sitting on a 60.6% gain year to date after a 39.0% rise over the past year. This tells you investor sentiment has shifted dramatically. Those moves have come as buy now, pay...

Southwest Airlines (LUV) has quietly staged a sharp rebound, with the stock up about 31% over the past 3 months and 28% this month, far outpacing broader airline peers. See our latest analysis for Southwest Airlines. That surge comes after a tough few years, but with the share price now at $42.17 and a roughly 26% year to date share price return, momentum looks to be rebuilding as investors reassess Southwest’s recovery prospects and risk profile. If Southwest’s rebound has your attention,...

GoDaddy announced that it brought an interactive Fallout-themed online experience to fans on Prime Video, using its Airo platform to turn Ma June's Sundries into a digital storefront timed with the Season Two premiere on December 17. This collaboration puts GoDaddy’s AI-driven small-business tools in front of a large entertainment audience, effectively turning fan engagement into a live case study of how a simple domain can evolve into a full online business. Now we’ll examine how this...

Wondering if Universal Health Services is still worth buying after its big run, or if the easy money has already been made? You are not alone. A lot of investors are rechecking the numbers right now. The stock is trading around $222.64 after slipping about 1.2% over the last week and 1.1% over the last month, but it is still up 23.9% year to date and 22.4% over the past year. Zooming out further, shareholders have seen gains of 66.5% over 3 years and 68.3% over 5 years. Much of this...

Dollar General (DG) just delivered a cleaner story for investors, pairing a third quarter earnings beat and higher full year guidance with a fresh dividend declaration and a well timed wave of analyst upgrades. See our latest analysis for Dollar General. The market has clearly noticed, with Dollar General’s share price up about 29% over the past month and a 1 year total shareholder return above 80%. However, the 3 year total shareholder return remains sharply negative, suggesting momentum is...

Wondering if CBIZ is quietly setting up as a value play while the market is distracted elsewhere? Let us unpack what the current price is really implying about its future. CBIZ just closed at $53.49, and while it is up 5.6% over the past week and 4.6% over the last month, the stock is still down about 34.1% year to date and 34.5% over the past year, giving it a mixed performance profile that value focused investors tend to notice. Behind those swings, investors have been reacting to a steady...