U.S. Software Stock News

Wondering if American Eagle Outfitters is still good value after its latest run, or if you are late to the party? This breakdown will walk through what the numbers are really saying about the stock. The share price has climbed to around $23.91, with gains of 14.8% over the last week, 39.8% over the past month, and more than 40% over the last year. This naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been supported by stronger...

Wondering if Tower Semiconductor is still a buy after its huge run, or if the easy money has already been made? You are not the only one trying to figure out whether the current price reflects its real value. The stock has surged recently, up 6.9% over the last week, 26.4% over the last month, and an eye catching 140.5% year to date, with a massive 391.7% gain over the past five years reshaping expectations and risk perceptions. These moves have been helped by continuing optimism around...

Samsara (IOT) just checked several big boxes in one go, posting faster revenue growth, a move into profitability, and higher guidance that leans into strong demand for its fleet and equipment monitoring platform. See our latest analysis for Samsara. The market seems to be waking back up to that story, with a 7 day share price return of 12.25% and 90 day share price return of 13.18% even as 1 year total shareholder return is still negative. This suggests renewed momentum after a volatile...

Diginex (NasdaqCM:DGNX) has released a half-year update that combines rapid growth with ongoing losses, as revenue increased to about 2 million dollars while net loss widened to nearly 6 million dollars. See our latest analysis for Diginex. The half year of rapid revenue growth and M&A has been mirrored in the market, with the share price now at 9.58 dollars and a year to date share price return of 921.87 percent. This comes even after a sharp 30 day share price pullback of 45.19 percent,...

D1 Capital Partners just made a big statement on Flowserve (FLS), lifting its stake to roughly 7.5 million shares after third quarter results showed better margins, stronger cash generation, and a tilt toward stickier aftermarket revenue. See our latest analysis for Flowserve. That conviction from D1 comes as Flowserve’s share price has climbed to $72.46, with a strong 90 day share price return of 27.89 percent and a powerful three year total shareholder return of 146.97 percent, suggesting...

Welltower (WELL) is drawing added attention after reporting more than 20% year-over-year growth in normalized FFO and roughly 15% same-store NOI, driven by stronger senior housing demand and improved occupancy. See our latest analysis for Welltower. Despite a softer 1 day share price return of negative 2.53 percent and a 7 day share price return of negative 3.03 percent, investors have enjoyed a 90 day share price return of 16.22 percent and a powerful year to date share price return of 56.99...

Piedmont Realty Trust (PDM) just reported signing more than 475,000 square feet of leases in the current quarter, pushing year to date activity to roughly 2.3 million square feet and signaling a potentially record leasing year. See our latest analysis for Piedmont Realty Trust. Even with this record leasing momentum, Piedmont’s share price, at about $8.27, still reflects a weak year to date share price return. At the same time, its three year total shareholder return remains modestly...

MINISO Group Holding (NYSE:MNSO) just doubled down on its trendy toy playbook by opening a dedicated collectible toy store on Milan's Corso Buenos Aires and unveiling flagship MINISO LAND Sydney, both built around immersive IP driven experiences. See our latest analysis for MINISO Group Holding. These flashy openings land at a tricky moment for investors, with MINISO’s 30 day share price return of negative 9.35 percent and year to date share price return of negative 21.9 percent contrasting...

American Electric Power Company (AEP) has quietly outpaced the broader utilities sector this year, and that steady climb has investors asking whether the recent pullback is a chance to buy rather than bail. See our latest analysis for American Electric Power Company. At around $116.07 per share, AEP’s solid year to date share price return of 26.25 percent and strong 1 year total shareholder return of 28.29 percent suggest steady, income focused momentum rather than a speculative surge. If...

In early December 2025, Blend Labs outlined at the Wells Fargo 9th Annual TMT Summit how it is concentrating on core software, integrating AI to speed up mortgage processing, and expanding its Rapid Suite, following a shift away from non-core operations and a move to non-GAAP operating profitability. The company also revealed plans for its new Rapid Home Equity product, which it expects will significantly increase revenue earned per loan unit, while recent insider share purchases and...

Wondering if Hologic is quietly becoming good value, or if the market is still sleeping on it? This breakdown will walk you through what the numbers are really saying about the stock. The share price has been relatively steady, with a 0.8% gain over the last month and a 4.4% rise year to date, but returns over 1, 3 and 5 years are roughly flat, suggesting sentiment is cautious rather than euphoric. Recently, Hologic has stayed in the spotlight as a key player in women’s health, continuing to...

In early December 2025, GE HealthCare and partners including Mayo Clinic, the University of Rochester Medical Center, and NVIDIA announced a wave of AI-powered imaging, radiation therapy, and monitoring innovations, alongside new fixed-rate senior unsecured notes totaling about US$1.25 billion. By pairing advanced hardware like photon-counting CT and next-generation MRI with AI platforms and clinical alliances, GE HealthCare is reinforcing its push into precision oncology and data-driven...

Pegasystems Inc. recently announced a collaboration with Moody’s Corporation, allowing Pega Client Lifecycle Management™ users to access Moody’s real-time entity verification data directly within their CLM and KYC workflows across more than 200 countries. This tie-up effectively plugs Moody’s database of over 600 million companies into Pega’s AI-powered onboarding and compliance engine, aiming to cut manual data entry errors and speed up client onboarding for global financial institutions...

ArcBest (ARCB) just refreshed its core revolving credit facility, extending its life to 2030 while boosting letter of credit capacity. This move quietly expands the company’s financial flexibility for the next phase of growth. See our latest analysis for ArcBest. The refreshed credit facility lands while the stock is trying to stabilize, with a recent 1 month share price return of 5.32 percent but a weak year to date share price return of 24.05 percent decline and a 1 year total shareholder...

Nvidia (NVDA) just got a key door reopened, with Washington clearing its H200 AI chips for approved Chinese customers in exchange for a 25% revenue cut, after direct talks between President Trump and CEO Jensen Huang. See our latest analysis for NVIDIA. The policy shift comes as NVIDIA’s 33.7% year to date share price return contrasts with a recent 7.1% one month pullback, while a huge five year total shareholder return above 1,300% shows long term momentum is still firmly intact. If this...

Playtika Holding (PLTK) just posted fiscal Q3 results that spotlight record direct to consumer revenue, powered by Bingo Blitz and June’s Journey, and the stock’s reaction says investors are reassessing its long term cash engine. See our latest analysis for Playtika Holding. That backdrop helps explain why, even with the share price sitting around $4.30 and a steep year to date share price return of roughly negative 38 percent plus a one year total shareholder return near negative 43 percent,...

Voya Financial (VOYA) is putting real money behind its outlook by laying out plans to repurchase up to $150 million of stock in early 2026, a capital return move investors tend to watch closely. See our latest analysis for Voya Financial. The buyback news lands as Voya’s 1 day share price return of 2.25 percent lifts the stock to 71.26 dollars, while a 5 year total shareholder return of 35.7 percent points to steady but not explosive momentum. If this capital return story has you thinking...

Markel Group (MKL) is back in the spotlight after doubling down on underwriting discipline, exiting money losing reinsurance, and leaning harder into higher margin specialty lines, all while its international footprint quietly becomes a real growth driver. See our latest analysis for Markel Group. Those moves seem to be landing well, with the share price at $2,068.26 and a strong year to date share price return of 20.43% pointing to building momentum. The five year total shareholder return of...

Regency Centers (REG) has quietly slipped about 6 % this year, even as its grocery anchored shopping centers keep delivering steady revenue and earnings growth. That disconnect is exactly what makes the stock interesting now. See our latest analysis for Regency Centers. Despite the recent slide, including a 30 day share price return of about minus 3 percent and a year to date share price return of roughly minus 6 percent, longer term total shareholder return near 73 percent over five years...

On 1 December 2025, Climb Channel Solutions announced a new partnership with Fortinet, adding Fortinet’s enterprise-grade cybersecurity products to its curated reseller-focused distribution portfolio. This alliance broadens access to Fortinet’s security platform through Climb’s specialized channel support and marketing services, potentially reinforcing Fortinet’s position within value-added reseller ecosystems. We’ll now examine how this expanded reseller distribution access through Climb...

If you are wondering whether Hinge Health is still worth buying at today’s price, you are not alone. The stock has quickly moved onto many investors’ watchlists and is begging for a closer look at its underlying value. After rallying about 7.5% over the last week and 11.7% over the past month, Hinge Health is now up roughly 31.7% year to date. This is the kind of move that often forces investors to ask whether the market is getting ahead of itself or finally catching up. Recent headlines...

ServiceNow (NOW) has been on a choppy ride lately, with the stock down about 19% this year even as annual revenue and net income keep growing at double digit rates. See our latest analysis for ServiceNow. Zooming out, the share price has slipped this year, but a three year total shareholder return of 104.33% shows longer term holders are still well ahead. This suggests momentum has cooled rather than vanished as investors reassess growth and valuation. If ServiceNow’s swings have you...

Rubrik (RBRK) has been on a quiet but steady climb, with the stock up about 28% over the past week and roughly 20% over the past month, catching more investors’ attention. See our latest analysis for Rubrik. Zooming out, Rubrik’s recent surge sits on top of a solid backdrop, with the year to date share price return of 37.62% and a 12 month total shareholder return of 29.66% signaling that momentum is building rather than fading around its $91.31 share price. If Rubrik’s run has you rethinking...

Grand Canyon Education (LOPE) has been drifting lower over the past few months, with the stock down about 5% this month and roughly 26% in the past 3 months despite steady earnings growth. See our latest analysis for Grand Canyon Education. Zooming out, that recent weakness in the 1 month and 3 month share price returns sits in contrast to a still impressive 3 year and 5 year total shareholder return. This suggests long term momentum remains intact even as near term sentiment cools. If LOPE’s...