U.S. Software Stock News

NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Technologies (SOFI): Rethinking Valuation After Earnings Momentum and New Crypto, Blockchain Initiatives

Kshitija Bhandaru
If you’re trying to figure out what to do with SoFi Technologies (SOFI) shares as the new NFL season kicks off, you’re not alone. The company just announced a splashy partnership with NFL MVP Josh Allen, adding marketing muscle to its growing financial ecosystem. More than a headline grab, this move comes as SoFi rolls out initiatives like the relaunch of crypto trading, blockchain-based global remittances, and perks for its expanding SoFi Plus membership. This raises questions about where...
NYSE:TKR
NYSE:TKRMachinery

Timken (TKR): Does New CEO Signal a Valuation Shift for This Industrial Leader?

Kshitija Bhandaru
Timken (NYSE:TKR) just made a major leadership move that could shake up its trajectory. The company has tapped Lucian Boldea, an executive with deep roots in industrial automation and a proven record at Honeywell and Eastman Chemical, to take the reins as CEO and President starting September 1, 2025. Investors are reading this as a clear sign that Timken aims to lean harder into innovation and tech-driven growth by leveraging Boldea’s expertise to sharpen its competitive edge. Markets have...
NYSE:VZ
NYSE:VZTelecom

A Look at Verizon (VZ) Valuation Following Its Latest Dividend Increase

Kshitija Bhandaru
Verizon Communications (VZ) just turned heads by announcing a higher quarterly dividend, with the board of directors approving an increase to 69 cents per share. For many investors, a dividend boost like this signals real confidence from leadership in the company’s underlying financial health and ongoing cash flow. It is also an explicit commitment to rewarding shareholders, something that can attract new buyers and prompt existing holders to stay put when evaluating their portfolios. This is...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

Revolution Medicines (RVMD): Exploring Valuation After Truist Coverage Highlights Pipeline Potential

Kshitija Bhandaru
Revolution Medicines (RVMD) Gets a Vote of Confidence from Truist Financial If you’ve been watching Revolution Medicines (RVMD) lately, you’re not alone. There’s been a noticeable buzz since Truist Financial initiated coverage with a Buy rating. What’s stirring the excitement is Truist’s view that the company’s pioneering pipeline, especially daraxonrasib for RAS-mutant cancers, is not fully appreciated by the market yet. This nod from the analyst community comes as Revolution’s therapeutic...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific (UNP): Valuation Insights After Major Labor Agreements Bring Clarity for Investors

Kshitija Bhandaru
Union Pacific (UNP) just took a big step forward in resolving lingering labor issues. The company announced ratified agreements with 11 unions that cover 12 crafts and nearly half of its craft workforce. In addition, two of its largest unions, SMART-TD and BLET, have secured interim deals with pay increases as broader talks continue. For investors who have been watching labor negotiations as a source of uncertainty, these developments remove a substantial cloud and offer a clearer picture of...
NYSE:LAD
NYSE:LADSpecialty Retail

Evaluating Lithia Motors (LAD) Valuation Following $600M Debt Upsize and Expanded Buyback Plan

Kshitija Bhandaru
When a company like Lithia Motors (LAD) upsizes its private debt offering by $100 million at the last minute, investors tend to sit up and take notice. The recently announced $600 million in senior notes due 2030 is not only a notable cash-raising exercise but also signals management’s confidence in pursuing acquisitions and fortifying its balance sheet. With proceeds earmarked for paying down existing debt, which opens up future flexibility for everything from working capital to strategic...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

A Look at Talen Energy's Valuation Following S&P Index Addition and Expanded AWS Agreement

Kshitija Bhandaru
If you follow Talen Energy (NasdaqGS:TLN), you may have noticed its name pop up in a big way lately. The company was just added to a handful of major S&P indices, including the S&P 1000 and S&P Composite 1500. This move often means more eyes, especially from institutional investors, are on the stock. On top of that, Talen recently expanded its agreement with Amazon Web Services, locking in more premium-priced power sales and smoothing over regulatory wrinkles. There is no shortage of fresh...
NYSE:CRM
NYSE:CRMSoftware

A Fresh Look at Salesforce (CRM) Valuation After Weaker Revenue Guidance and Questions Around AI Strategy

Kshitija Bhandaru
If you’re a Salesforce watcher, the past week has certainly given plenty to digest. The company delivered an earnings beat on both revenue and profit for its recent quarter, but what really caught the market’s attention was a softer outlook for upcoming sales. Even with new wins in government and big investments in AI automation, it is that weaker revenue guidance and questions about how quickly Salesforce can monetize its AI platform that have investors wondering what comes next. Salesforce...
NYSE:IFF
NYSE:IFFChemicals

A Look at International Flavors & Fragrances’s Valuation as DEB Technology Gains First Major Commercial Launch

Kshitija Bhandaru
International Flavors & Fragrances (IFF) just made waves with the reveal that its innovative Designed Enzymatic Biomaterials platform is actually hitting the market in a real-world way. A major consumer packaged goods company has launched a laundry detergent powered by IFF’s DEB technology, promising better cleaning, softer fabrics, and a serious sustainability upgrade. For investors, this is one of those moments where cutting-edge R&D finally becomes more than a slide in a presentation; it...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer Aviation (ACHR): Evaluating Valuation After Olympic Deal, New Funding, and Certification Progress

Kshitija Bhandaru
If you have been following Archer Aviation (ACHR) lately, you have probably noticed some headline-grabbing moves. The latest news is that the company just appeared at the Deutsche Bank 15th Annual Aviation Forum after securing $850 million in new funding and announcing progress toward FAA certification. In addition, Archer has landed a high-profile contract as the Official Air Taxi Provider for the LA 2028 Olympic Games, which has drawn attention to its growing commercial ambitions and the...
NYSE:ULS
NYSE:ULSProfessional Services

Assessing UL Solutions’s Valuation After New Robotics Lab and Fire Science Center Investments

Kshitija Bhandaru
If you have been tracking UL Solutions (NYSE:ULS), you know the stock has attracted fresh interest following two back-to-back announcements. The company revealed it is launching its first commercial and service robot testing laboratory just outside Seoul, directly targeting the rapidly expanding service robotics market. Almost immediately after, UL Solutions announced the groundbreaking of a Global Fire Science Center of Excellence at its headquarters in the US, signaling major investments in...
NYSE:WLY
NYSE:WLYMedia

A Look at Wiley's (WLY) Valuation After Swing to Profit in Latest Quarter

Kshitija Bhandaru
John Wiley & Sons (NYSE:WLY) just turned heads with its latest first quarter results. After posting a net loss this time last year, the company delivered a net income of $11.7 million, even as sales slipped slightly from $403.81 million to $396.8 million. That turnaround in profitability is significant, highlighting management’s efforts to improve operations and possibly signaling that the business has pivoted into a more stable phase. No surprise, investors are wondering whether this marks...
NasdaqGS:HQY
NasdaqGS:HQYHealthcare

HealthEquity (HQY): Assessing Valuation in Light of Strong Earnings Growth and Upbeat Outlook

Kshitija Bhandaru
HealthEquity (HQY) just delivered its latest quarterly earnings report, and it’s the kind of update that grabs investors’ attention. The company posted strong year-over-year growth in both revenue and net income, while management set the tone for the rest of the year with upbeat earnings guidance. For anyone wondering whether the recent move signals something more, these numbers paint a clear picture of a business gaining traction and confidence at the top. This surge of positive news arrives...
NYSE:CBRE
NYSE:CBREReal Estate

CBRE Group (CBRE): Evaluating Valuation After a Year of Quiet Outperformance

Kshitija Bhandaru
CBRE Group (CBRE) has moved into the spotlight this week and investors are starting to take notice. Without a single headline-driving announcement, it is the stock’s quiet momentum and year-long returns that have piqued curiosity. Sometimes, the real story is not a breaking event, but steady performance in a sector that is often ignored until a shift becomes too big to miss. Looking at the bigger picture for CBRE Group, the company’s shares have delivered a strong 43% return over the past...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

A Look at Futu Holdings (NasdaqGM:FUTU) Valuation Following Record Surge in Client Assets and International Growth

Kshitija Bhandaru
Futu Holdings (NasdaqGM:FUTU) just made headlines after announcing a striking 68.1% surge in client assets year-over-year as of the June quarter, with international markets fueling much of this growth. For investors mulling what to do next, there is plenty to unpack. The company’s net asset inflows remain healthy, and its push beyond Hong Kong, especially as more than half of new accounts come from overseas, hints at a changing business mix and potentially larger global ambitions. The market...
NYSE:OKE
NYSE:OKEOil and Gas

ONEOK (OKE): Valuing the Stock After Eiger Express Pipeline Commitment Expands Energy Infrastructure Reach

Kshitija Bhandaru
ONEOK (OKE) just made a move that could catch the attention of anyone following energy infrastructure. Along with its joint venture partners, ONEOK has committed to building the Eiger Express Pipeline, a project set to move significant volumes of natural gas from the Permian Basin across Texas. This was not an impulsive decision. It comes after securing long-term transportation agreements, suggesting real demand and momentum behind the expansion. For investors, it is exactly the sort of...
NYSE:DAVA
NYSE:DAVAIT

Evaluating Endava (NYSE:DAVA): Is the Latest Stock Plunge a Sign of Real Undervaluation?

Kshitija Bhandaru
If you own stock in Endava (NYSE:DAVA) or are debating a buy, the last few days have probably gotten your attention. The company posted fourth quarter results that cleared the earnings bar, but its leadership signaled caution ahead, forecasting softer revenues for both the current quarter and the full 2026 fiscal year. In addition, management pointed to challenging macroeconomic conditions and client hesitation on project spending, highlighting that the short-term outlook remains turbulent...
NYSE:RRX
NYSE:RRXElectrical

Regal Rexnord (RRX): Evaluating Valuation After 2024 Sustainability Report and Fresh ESG Recognition

Kshitija Bhandaru
Regal Rexnord (RRX) just published its 2024 Sustainability Report. For investors tracking the intersection of corporate responsibility and potential upside, this milestone deserves a close look. The company highlighted a 13% reduction in absolute Scope 1 and 2 greenhouse gas emissions, alongside a near 10% decrease in emission intensity year-over-year. Both are impressive metrics for an industrial manufacturer. Being ranked 36th on Barron's 2025 list of America’s 100 most sustainable...
NYSE:AFL
NYSE:AFLInsurance

Assessing Aflac’s Valuation as Its National Cancer Campaign Bolsters Brand and Investor Interest

Kshitija Bhandaru
If you own or are eyeing shares of Aflac (AFL), the company’s latest move might be worth a closer look. This week, Aflac rolled out its "Check for Cancer" national movement, teaming up with sports broadcaster and cancer survivor Erin Andrews to drive up cancer screening rates. Along with digital and traditional advertising, the campaign promises a $5 donation for every social media post using #CheckForCancer, up to $1 million. This is a clear signal that Aflac is actively tying its brand to...
NYSE:CRK
NYSE:CRKOil and Gas

Comstock Resources (CRK): Exploring Valuation as Options Activity Signals Investor Anticipation and Earnings Estimates Shift

Kshitija Bhandaru
If you are following Comstock Resources (CRK), you have probably noticed a new sense of anticipation in the air. The real trigger appears to be elevated activity in the options market, with the September 19, 2025, $6.00 Call enjoying some of the highest implied volatility among equity options. That kind of options buzz often means traders are bracing for a big move in either direction, possibly tied to a catalyst not yet in the headlines. In addition, earnings forecasts for the current...
NYSE:SMR
NYSE:SMRElectrical

NuScale Power (SMR): Assessing Valuation After Record-Setting SMR Deal with ENTRA1 and Tennessee Valley Authority

Kshitija Bhandaru
If you’ve been eyeing NuScale Power (NYSE:SMR), recent headlines probably caught your attention. The company’s technology just landed at the heart of a landmark deal between ENTRA1 Energy and the Tennessee Valley Authority, aiming to deploy up to 6 gigawatts of small modular reactor (SMR) capacity. This is the largest such commitment in American history. For investors, this is a rare moment of validation, as NuScale’s nuclear reactors are being tapped to supply carbon-free power across a...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE): Valuation Insights as Analyst Upgrades Follow Factory Tours and Rising Clean Energy Demand

Kshitija Bhandaru
Bloom Energy (BE) has been squarely in the spotlight after a wave of upbeat analyst sentiment, sparked by encouraging insights from recent factory tours. This renewed optimism, coupled with rising demand for efficient, clean energy solutions from data centers and utility clients, has fueled positive expectations around the company’s growth prospects. While insider selling by the CEO briefly rattled nerves, the main driver of the stock’s momentum appears to be growing confidence in Bloom...