U.S. Software Stock News

Celanese recently received International Sustainability & Carbon Certification (ISCC) Carbon Footprint Certification for its Hostaform and Celcon POM ECO-C grades at its Frankfurt, Germany and Bishop, Texas plants, underpinned by carbon capture and utilization investments at the Clear Lake, Texas Fairway Methanol joint venture with Mitsui & Co. This move deepens Celanese’s role in lower-carbon engineering plastics while its Chemille digital assistant now offers product-level carbon footprint...

Chubb (CB) has partnered with The Hartford, Liberty Mutual and Travelers to launch SuretyBind, LLC, a shared tech platform designed to modernize how surety bonds are transmitted, executed and verified across the industry. See our latest analysis for Chubb. Investors seem to be rewarding Chubb for initiatives like SuretyBind, with the share price now at $301.22 and a solid 30 day share price return of 4.75 percent helping extend a strong multi year total shareholder return trend. If this kind...

Wondering if Exxon Mobil at around $118 a share is still a buy or if the easy money has already been made? This article will walk through what the current price really implies about its value. The stock has been mostly flat over the last month at 0.0%, but it is still up 10.2% year to date and 231.1% over five years. That tells you the longer term trend has been much kinder than the recent trading range. Recent moves have been shaped by shifting expectations around global energy demand and...

Wingstop (WING) has quietly slipped this year, with the stock down about 15% year to date even as revenue and net income keep growing. That disconnect is what makes the setup interesting. See our latest analysis for Wingstop. After a huge multiyear run, Wingstop’s year to date share price return of negative 15.26 percent, including a 90 day share price return of negative 9.91 percent, suggests momentum has cooled even as the three year total shareholder return sits comfortably positive. If...

Peloton Interactive recently launched its 2025 holiday sales event, rolling out discounts across its Bikes, Treads, and Rows to stimulate demand during the crucial shopping season. This push comes on the heels of a broader company overhaul under new CEO Peter Stern, including AI-enhanced products and a sharper focus on profitability and free cash flow. Next, we’ll explore how Peloton’s holiday discount push, aimed at lifting hardware volumes, could reshape the company’s broader investment...

In the past quarter, Allstate reported earnings per share and net premiums earned that exceeded analyst expectations, even as overall revenue slipped slightly and fell short of forecasts. This performance highlights how hard market conditions and easing inflation are supporting Allstate’s property and casualty operations, despite headline revenue softness. We’ll now examine how Allstate’s earnings beat and stronger net premiums earned may influence the company’s broader investment...

Microsoft (MSFT) just doubled down on its AI future, committing $17.5 billion to new AI infrastructure in India and more than CAD 7.5 billion in Canada, a capital intensive bet that directly shapes the stock’s longer term growth story. See our latest analysis for Microsoft. Despite a modest pullback recently, with the 30 day share price return at minus 2.76 percent and the 90 day share price return at minus 1.79 percent, Microsoft’s longer term picture remains strong. This includes a 3 year...

Moody's (MCO) just tightened its grip on financial workflows, striking a strategic partnership with Pegasystems to feed its real time entity verification data directly into Pega’s AI driven CLM and KYC platform. See our latest analysis for Moody's. Despite the buzz around this Pegasystems deal, Moody’s share price has been treading water near $486, with a modest year to date share price gain and a far stronger three year total shareholder return suggesting longer term momentum remains intact...

Remitly Global (RELY) just used its Investor Day to reset the story, laying out fresh revenue targets for 2026 and 2028 while committing to a Rule of 40 balance between growth and profitability. See our latest analysis for Remitly Global. The upbeat Investor Day message seems to have sparked a short term rebound, with a 1 month share price return of 11.8 percent. However, that sits against a much weaker year to date share price return of minus 36.8 percent and a still solid three year total...

CoreCivic (CXW) just expanded its credit firepower by amending its existing facility to lift revolving commitments by $300 million to $575 million, giving the company more room to maneuver on future projects and refinancing. See our latest analysis for CoreCivic. The move comes as CoreCivic’s share price sits at $18.78, with a solid 1 month share price return of 10.8% but a weaker year to date share price return and a negative 1 year total shareholder return, suggesting near term momentum is...

Copa Holdings (NYSE:CPA) has quietly rewarded patient investors, with shares up about 41% over the past year and roughly 68% over three years. This performance is prompting a fresh look at its valuation today. See our latest analysis for Copa Holdings. At around $117.47 per share, Copa’s recent pullback over the past month contrasts with its strong year to date share price return. This suggests investors are pausing to reassess growth prospects rather than abandoning the longer term total...

Synopsys (SNPS) just landed a multiyear strategic partnership with NVIDIA that comes with a $2 billion equity stake, instantly reframing the story around the stock and its longer term growth potential. See our latest analysis for Synopsys. The NVIDIA deal helped arrest a tough slide after lawsuits and a Q3 guidance shock. The 1 month share price return was 16.2%, even as the 1 year total shareholder return remains negative and longer term gains stay intact. If this kind of AI hardware...

If you have been wondering whether Axon Enterprise is still worth buying after its massive run over the last few years, this breakdown is for you. The stock has slipped recently, with returns of 0.6% over the last week, -6.5% over the last month, and -8.4% year to date, but that comes after a huge 215.0% gain in three years and 355.8% over five years. Investors have been reacting to Axon's continued push into cloud based software and connected devices, alongside growing adoption of its Taser...

If you are wondering whether Penguin Solutions is quietly undervalued or just fairly priced after its latest moves, you are not alone, and that is exactly what we are going to unpack here. The stock now trades around $21.82, with returns of 1.6% over the last week, a small pullback of 2.9% over the last month, but still up 12.9% year to date and 6.1% over the past year, building on a 29.1% gain over three years and 29.5% over five years. Recent price action has been shaped by ongoing...

Wondering if Tradeweb Markets at around $107 is a bargain or a bubble? Let us break down what the market is really pricing in and whether that lines up with the underlying business. The stock is down about 1% over the last week, 2.3% over the past month, and roughly 18.5% year to date, but it is still up around 68.6% over three years and 65.3% over five years. Long term holders are still sitting on solid gains. Recent headlines have focused on Tradeweb expanding its electronic trading...

Earlier this week, FirstCash Holdings reported a very strong quarter, with accelerating revenue growth and higher earnings across its U.S. and Latin American pawn businesses, complemented by an incremental boost from its newly acquired H&T pawn stores in the U.K. The company also highlighted broad-based strength at American First Finance, where lower loss provisions and improved operating margins drove substantial earnings growth in its retail point-of-sale payment solutions segment. Next,...

Simon Property Group (SPG) has quietly pulled back over the past month, even as its longer term returns remain solid. That divergence sets up an interesting moment to revisit the REIT’s fundamentals and valuation. See our latest analysis for Simon Property Group. At around $181.05 per share, Simon’s recent pullback sits against a steadier backdrop, with a positive year to date share price return and a strong multi year total shareholder return suggesting longer term momentum remains...

Recently, Blackstone’s CEO Stephen Schwarzman pushed back on concerns that private credit fueled recent auto-sector bankruptcies, while the firm was also reported to be in advanced talks to buy utility-parts maker MacLean Power Systems for over US$4 billion and exploring a majority stake in Indian AI infrastructure startup Neysa at a US$250–300 million valuation. Together, these developments highlight Blackstone’s effort to reassure investors about credit risk while pursuing sizeable deals...

Tyler Technologies (TYL) has had a rough stretch lately, with the stock sliding over the past month and past 3 months, even as revenue and net income keep growing at a solid double digit clip. See our latest analysis for Tyler Technologies. The latest slide leaves Tyler’s share price about $453, and while the year to date share price return has been weak, the three year total shareholder return still reflects meaningful compounding, suggesting momentum has cooled rather than disappeared. If...

If you are wondering whether Portland General Electric is quietly trading below its true value, or if the recent run up has already priced in the upside, you are in the right place to unpack what the numbers really say. The stock is up 11.6% year to date and 40.4% over five years, but its recent 1 year gain of 12.0% has cooled a little in the last week and month with returns of -2.3% and -1.4% respectively, hinting that sentiment might be pausing for breath. Investors have been reacting to a...

Black Hills Corp. recently secured Nebraska regulators’ approval for new natural gas base rates that add about US$42.4 million in annual revenue and renew a five‑year System Safety and Integrity Rider, while also filing in Arkansas for US$29.4 million in additional annual revenue tied to US$147 million of pipeline investments. Together, these moves highlight how Black Hills is using regulatory settlements and rate cases to align its gas infrastructure spending with long-term,...

EPR Properties recently expanded its portfolio through the completed acquisition and leaseback of a five-property championship golf course portfolio in Dallas and the Ocean Breeze Water Park in Virginia Beach, representing US$113 million of investments at a blended cap rate of 8.6% and lifting expected 2025 investment spending to about US$285 million. A day later, the company filed for a US$400 million at-the-market follow-on equity offering, highlighting its intention to fund further...

Apple Hospitality REIT (APLE) just refreshed investors on its November 2025 hotel performance, reporting third quarter RevPAR of $124 and 76% occupancy. Both figures were above industry averages, putting its long running share slump in sharper context. See our latest analysis for Apple Hospitality REIT. Yet the share price tells a more cautious story. An around 23% year to date share price return and roughly 23% one year total shareholder return are both in negative territory, leaving long...

If you are wondering whether Ellington Financial still offers good value after a strong run, or if most of the upside is already priced in, this article will walk you through what the numbers indicate. The stock has climbed 24.1% over the last year and is up 11.6% year to date, even after a mild 0.8% pullback over the last week and a steady 2.2% gain over the past month. Recent headlines have focused on Ellington Financial’s active portfolio repositioning and capital allocation moves. These...