U.S. Software Stock News

In early December 2025, Charter Communications disclosed weaker-than-expected third-quarter results marked by broadband subscriber losses, softer video and advertising revenue, and higher operating costs, prompting cautious commentary and downgrades from several Wall Street analysts. Further souring sentiment, value-focused manager Pzena Investment Management exited its Charter position after reassessing industry competition as more intense and persistent than earlier thought. Now we’ll...

In recent days, Coinbase Global has partnered with PNC Bank to power direct bitcoin trading for eligible PNC Private Bank and institutional clients via its Crypto-as-a-Service platform, while also reopening user registrations in India after a two-year pause and expanding its investment in local exchange CoinDCX with plans for a rupee fiat on-ramp in 2026. Together, these moves deepen Coinbase’s integration with mainstream banking and reestablish a presence in one of the world’s largest...

Wondering if Parker Hannifin is still worth buying after its huge run, or if you are turning up just as the value story is fading? You are not alone in asking whether the stock still offers a good deal at today’s price. The share price has climbed 2.9% over the last week and 4.8% over the past month, capping a powerful move of 42.8% year to date, 33.0% over 1 year, and more than tripling with a 221.9% gain in 3 years and 251.7% in 5 years. Behind those moves is a broader shift in how...

Phillips 66 (PSX) just closed the sale of a 65% stake in its Germany and Austria retail marketing business, a balance sheet friendly move that frees up capital for higher return, midstream driven growth. See our latest analysis for Phillips 66. That sale lands at a time when Phillips 66’s share price has been grinding higher, with a 90 day share price return of 9.67 percent feeding into a strong 25.36 percent year to date move and a 5 year total shareholder return of 159.6 percent. This...

Five9 (FIVN) just caught investors’ attention after a wave of upward EPS revisions and a fresh consensus Buy signal, putting the contact center software specialist back on the radar for growth-focused portfolios. See our latest analysis for Five9. Those bullish EPS revisions are arriving after a tough stretch, with the share price at $21.47 and a year to date share price return of around negative 47% even though the 30 day share price return has turned positive. This suggests early signs that...

Wondering if MSA Safety at around $163.97 is quietly becoming good value, or if the market already sees its best days? This article will walk through what the numbers are really saying. Despite being down about 5.8% over the last year and slightly negative year to date, the stock has still delivered roughly 28.8% over three years and 15.5% over five, suggesting the long term story is not as weak as the recent patch implies. Recent attention around workplace safety standards and renewed...

Pure Storage (PSTG) just posted its Q3 2026 numbers, with revenue of about $964 million and basic EPS of $0.17, alongside trailing 12 month revenue of roughly $3.5 billion and EPS of $0.40. These figures frame the latest quarter within a steadily scaling top line and consistent profitability. Over recent quarters the company has seen revenue move from $764 million in Q2 2025 to $862 million in Q2 2026, while basic EPS shifted from $0.11 to $0.14 over the same stretch. This sets up the latest...

Digi International (DGII) just doubled down on eSIM, pairing a new SGP.32 compatible accessory with a fresh Simetric partnership that tightens orchestration, security, and lifecycle control across its connected device portfolio. See our latest analysis for Digi International. Those back to back eSIM moves arrive as momentum in the stock has clearly turned up, with a roughly 32 percent 1 month share price return feeding into a much stronger year to date share price gain and solid multi year...

Recently, Wells Fargo analyst Elyse Greenspan reduced her outlook for Arthur J. Gallagher & Co., citing expected pressure on the company’s Q4 2025 margins while still maintaining a positive rating on the stock. At the same time, Arthur J. Gallagher has kept expanding through acquisitions such as UK-based First Actuarial and Tompkins Insurance Agencies, helping deliver its 19th consecutive quarter of double-digit top-line growth and hundreds of millions of incremental revenue. We’ll now...

Stock split amendment reshapes Texas Pacific Land’s share structure Texas Pacific Land (TPL) just moved to formalize a stock split by filing an amendment that will more than triple its authorized common shares. The change will take effect in late December under Delaware law. See our latest analysis for Texas Pacific Land. That move comes after a choppy year for Texas Pacific Land, with a 1 year to date share price return of minus 24.56 percent but a positive 5 year total shareholder return of...

If you are wondering whether Commvault Systems at around $124 a share is a bargain, a bubble, or simply fairly priced, you are not alone. This article is designed to unpack exactly what you are paying for. The stock is down 18.4% year to date and 28.3% over the last 12 months, but those drops follow a 96.4% gain over 3 years and 136.0% over 5 years. That combination points to a mix of long term strength and shifting market expectations. Recent headlines have focused on Commvault expanding...

In recent months, several high-profile investors, including Steve Cohen's Point72 Asset Management, Seth Klarman's Baupost Group, and Dan Loeb's Third Point LLC, have disclosed initiating or expanding meaningful positions in Union Pacific, signaling renewed institutional interest in the railroad operator. This clustering of hedge fund buying highlights growing confidence in Union Pacific’s pricing power, wide economic moat, and potential for sustained cash generation even as the freight...

Dragonfly Energy Holdings (DFLI) just paired a fresh distribution deal with National Railway Supply and a new AREMA lithium battery standard, together opening a clearer on ramp into North American rail infrastructure spending. See our latest analysis for Dragonfly Energy Holdings. The new rail partnership lands after Dragonfly Energy launched its Battle Born Power Station Series and deepened its marine OEM ties with World Cat. Yet the latest $0.8711 share price sits against a year to date...

Wondering if Philip Morris International is still a buy after such a strong run, or if the price has quietly crept ahead of its real value? This breakdown is designed to give you a clear, valuation first answer. The stock has climbed 24.6% year to date and 23.3% over the last year, even after a recent 3.7% pullback over 30 days and a shorter term 1.6% bounce in the past week. Recent headlines have focused on Philip Morris International's ongoing global smoke free transformation strategy and...

In recent months, Palomar Holdings, a specialty US property and casualty insurer, reported that its net premiums earned expanded at an annual rate of 46.1% over the last two years. Over the same period, book value per share increased at an annual rate of 39.5%, highlighting a markedly stronger balance sheet that may underpin investor confidence in the business. We’ll now explore how this rapid expansion in net premiums earned could reshape Palomar Holdings’ existing investment narrative...

PDF Solutions (PDFS) has quietly put together an impressive run, with the stock up about 65% over the past 3 months as investors warm to its role in semiconductor manufacturing analytics and yield improvement. See our latest analysis for PDF Solutions. That 64.7% 3 month share price return comes after a much more modest 5.1% 1 year total shareholder return. This suggests momentum has only really kicked in recently as investors reassess its growth and risk profile around $31.92. If PDF...

IDT Corporation has reported past first-quarter 2025 results showing sales of US$322.75 million and net income of US$22.36 million, alongside continued dividends and completion of a multi‑year share buyback totaling 3,976,037 shares for US$66.28 million. Investors also saw a legal cloud lifted as the Delaware Supreme Court resolved the Straight Path class action in IDT’s favor while its Fintech arm nearly doubled income from operations and adjusted EBITDA. We’ll now examine how IDT’s...

MercadoLibre (NasdaqGS:MELI) just took a very real step toward sci fi logistics by rolling out Agility Robotics Digit humanoid robots in its San Antonio fulfillment center to automate repetitive, physically demanding warehouse tasks. See our latest analysis for MercadoLibre. The humanoid robot rollout lands at an interesting moment for MercadoLibre, with the latest share price at $2019.81 and a year to date share price return of 14.44% but a softer 90 day share price return of minus 13.66%...

Pagaya Technologies (PGY) just closed its latest $500 million asset backed securitization tied to consumer loans, the eighth such PAID deal this year, pushing total 2025 ABS funding for personal loans to about $5.4 billion. See our latest analysis for Pagaya Technologies. That funding momentum comes after Pagaya filed a roughly $1.26 billion shelf registration earlier this month. While the 90 day share price return is still down sharply at about 37 percent, the stock’s year to date share...

Honeywell International has announced that Indra Nooyi, former Chair and CEO of PepsiCo and current Amazon audit committee chair, will join its Board as an Independent Director effective January 1, 2026. Nooyi’s combination of global leadership experience, financial expertise, and governance roles at Amazon and Philips may meaningfully influence Honeywell’s boardroom discussions on capital allocation and corporate transformation. Next, we’ll explore how adding a seasoned operator like Indra...

Alcoa recently presented at the Resourcing Tomorrow conference in London, where President and CEO William F. Oplinger outlined the company's outlook and positioning across the aluminum value chain. That update followed quarterly results showing quarterly revenue of US$3.00 billion and net profit of US$232 million, reinforcing analyst views of improving fundamentals as aluminum and alumina prices recover from earlier cyclical lows. We'll now examine how Alcoa's improved profitability and...

Wondering if Wingstop is finally priced for perfection or quietly setting up a value opportunity? Let us unpack what the current share price is really implying about its future growth. After a strong multi year run, the stock has pulled back, with shares down about 10.5% over the last week, 1.6% over the past month, and 19.5% year to date. However, the 3 and 5 year returns are still up 52.9% and 70.6% respectively. That reset has come as investors digest a mix of headlines around restaurant...

Wondering if Annaly Capital Management is still good value after its big run, or if you might be late to the party? This breakdown will walk through what the current price is really baking in. Despite a recent 2.4% dip over the last week and a modest 1.0% gain over the past month, the stock is still up 20.9% year to date and 29.5% over the last year, with a 53.8% gain over three years and 27.2% over five years. Those moves have come as investors refocus on income plays like Annaly in a...

Leonardo DRS, Inc. recently signed a Memorandum of Intent with Saudi Arabia’s Ministry of Defense to explore advanced network computing, combat computing, and ground vehicle modernization solutions supporting the Kingdom’s Vision 2030 defense roadmap. This agreement highlights Leonardo DRS’s push to deepen its role in Middle Eastern defense modernization, potentially broadening demand for its battlefield computing and C6ISR technologies. We’ll now look at how this Saudi defense MOI, centered...