U.S. Software Stock News

Earlier this month, UBS initiated coverage of Liberty Energy Inc., highlighting the company’s growing distributed power business and its position as a major North American hydraulic fracturing provider. UBS’s focus on Liberty Power Innovations’ plan to build hundreds of megawatts of new distributed generation capacity underscores how power solutions are becoming a more central part of Liberty’s long-term story beyond traditional frac services. We’ll now examine how UBS’s emphasis on...

Wondering if Southern is still a sensible buy at today’s price, or if the market has finally run ahead of itself? Let’s unpack what the numbers are really saying about its value. Despite a solid multi year run, with the share price up roughly 34.3% over 3 years and 67.6% over 5 years, the stock has cooled more recently, slipping about 3.0% over the last week and 7.0% over the past month while still sitting 5.0% higher than a year ago. Recent market attention has centered on Southern’s major...

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 31st of...

Veeva Systems (VEEV) has quietly slipped about 23% over the past month and roughly 17% in the past 3 months, even as its underlying revenue and earnings continue to grow at a double digit clip. See our latest analysis for Veeva Systems. That slump leaves Veeva’s latest share price at $229.49, and while the 30 day share price return of approximately negative 23% looks sharp, it comes after a solid year to date share price gain and a three year total shareholder return above 35%. This suggests...

Morgan Stanley is leaning into a 2026 rebound in sponsor led deals, and Houlihan Lokey (HLI) sits squarely in that slipstream as investors reassess the earnings power of fee driven advisory franchises. See our latest analysis for Houlihan Lokey. At around $179.87, Houlihan Lokey’s share price has cooled off from its recent highs. A weak 3 month share price return contrasts sharply with a powerful 3 year total shareholder return that signals longer term momentum is still very much intact. If...

Some CDW Corporation ( NASDAQ:CDW ) shareholders may be a little concerned to see that the Chief Growth & Innovation...

Stagwell (STGW) just pushed deeper into AI with NewVoices.ai, a lifelike sales and support platform that promises personalized, always on customer interactions and a fresh revenue stream at the center of its marketing tech strategy. See our latest analysis for Stagwell. Despite the buzz around NewVoices.ai and other recent leadership moves in its communications and research units, Stagwell’s 30 day share price return of 18.53% comes off a tougher backdrop. The 1 year total shareholder return...

In early December 2025, DTE Energy updated its bylaws on shareholder proposals, announced the upcoming retirement of a senior executive, increased its quarterly dividend to US$1.165 per share, and became a focal point in a contentious Michigan regulatory review over power contracts for a planned US$7.00 billion AI data center supported by Oracle and OpenAI. The combination of stricter shareholder-meeting rules, governance changes, and high-profile data center scrutiny highlights how DTE’s...

Sprouts Farmers Market (SFM) has been on a bumpy ride lately, with the stock sliding over the past 3 months even as revenue and earnings continue to grow at a steady mid single digit pace. See our latest analysis for Sprouts Farmers Market. That recent pullback, including a sharp 90 day share price return of minus 41.23 percent and a year to date share price return near minus 40 percent, has knocked momentum back, even though the five year total shareholder return of 293.11 percent still...

Terns Pharmaceuticals has completed an upsized follow-on equity offering of 16,250,000 common shares at US$40 each, raising about US$650 million, after presenting updated CARDINAL Phase 1 data for TERN-701 in previously treated chronic myeloid leukemia at the ASH 2025 meeting. The new data, showing high major molecular response rates with a favorable safety profile in heavily pre-treated patients, has effectively repositioned TERN-701 as a potential next-generation competitor to existing CML...

User interest in EMCOR Group (EME) has picked up after analyst upgrades, a stronger Zacks Rank, and refreshed earnings estimates put the spotlight back on its earnings momentum and potential valuation gap. See our latest analysis for EMCOR Group. Those upbeat revisions come after a powerful run, with EMCOR’s share price up strongly on a year to date basis and backed by an exceptional multi year total shareholder return. This suggests that momentum is still very much intact. If EMCOR’s move...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Arm Holdings (NasdaqGS:ARM) is back in focus after management doubled down on AI infrastructure, spotlighting its Neoverse V-Series CPUs and confirming plans for a dedicated AI chip division with prototypes targeted for 2025. See our latest analysis for Arm Holdings. Despite the buzz around Arm’s AI roadmap, the stock has cooled off lately, with a 30 day share price return of minus 9.08 percent and a 1 year total shareholder return of minus 8.01 percent, suggesting momentum has faded after an...

Those holding Scienjoy Holding Corporation ( NASDAQ:SJ ) shares would be relieved that the share price has rebounded...

Enova International (ENVA) has been on a tear lately, with the stock up roughly 16% over the past week and about 24% this month. That kind of move naturally raises valuation questions. See our latest analysis for Enova International. Zooming out, this latest jump comes on top of a powerful trend, with a roughly 64% year to date share price return and a three year total shareholder return above 300%. This suggests momentum is still firmly building as investors reassess Enova’s growth and risk...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Earlier this quarter, Banner Bank (NASDAQ: BANR) reported a 9.7% year-on-year increase in revenue and earnings per share above analyst expectations, which management linked to its community bank model emphasizing client relationships, strong funding, and a moderate risk profile. This performance offers a fresh data point on how effectively Banner’s relationship-focused approach is translating into financial results as its regional peers close out the broader Q3 reporting season. We’ll now...

CDW (CDW) has quietly bounced about 5% over the past month even as it remains down roughly 12% year to date, a setup that has value focused investors taking a closer look. See our latest analysis for CDW. That recent 5% one month share price return has only partially chipped away at a tougher stretch, with the share price still down close to 12% year to date and longer term total shareholder returns moderating from the strong gains of the past five years. This suggests momentum is rebuilding...

If you are wondering whether American Airlines Group at around $14.96 is a bargain or a value trap, this breakdown is designed to help you evaluate the stock with a clear, measured view. Despite being down about 12.0% year to date and 13.2% over the last year, the share price has risen 4.3% in the past week and 15.2% over the last month, which indicates that sentiment may be starting to shift. Investors have been reacting to a mix of macro signals and sector headlines, including shifting...

The Southwest Airlines Co. ( NYSE:LUV ) share price has done very well over the last month, posting an excellent gain...

Wondering whether lululemon athletica is a bargain or a value trap at around $187 a share? You are not alone in trying to make sense of where this stock really belongs. Despite a tough run with shares still down 49.8% year to date and 52.0% over the last year, the stock has shown tentative signs of life with a 1.9% gain over the past week and 10.1% over the last month. Recent headlines have focused on shifting consumer spending toward experiences and lower price-point athleisure, putting...

There wouldn't be many who think Kandi Technologies Group, Inc.'s ( NASDAQ:KNDI ) price-to-sales (or "P/S") ratio of...

Looking at Hillman Solutions Corp.'s ( NASDAQ:HLMN ) insider transactions over the last year, we can see that insiders...

Despite an already strong run, Mama's Creations, Inc. ( NASDAQ:MAMA ) shares have been powering on, with a gain of 30...