U.S. Software Stock News

RTX (RTX) just deepened its push into defense tech by having Raytheon team up with Amazon Web Services, aiming to move satellite data processing and mission control into a cloud native, AI driven model. See our latest analysis for RTX. This tie up lands at a time when RTX shares are trading around $174.72, with a strong year to date share price return of just over 50 percent and a five year total shareholder return approaching 180 percent. This suggests that momentum in the story is still...

Wondering if Ventas is still a smart buy after its big run, or if you might be late to the party? In this piece, we break down whether the current price makes sense or is quietly offering value. Ventas has pulled back about 3.4% over the last 7 days, but is still up 2.0% over 30 days and 34.1% year to date, building on 1 year, 3 year, and 5 year gains of 33.3%, 86.5%, and 79.7% respectively. Recently, the stock has been in focus as investors reassess healthcare real estate plays amid...

V2X (VVX) has been on investors’ radar after locking in two sizable U.S. Air Force deals: a 10-year F-16 cockpit upgrade contract and a long-term Automated Test Systems support award. See our latest analysis for V2X. The latest contract wins seem to be feeding into a steady uptrend, with the share price at $57.2 after a solid year to date share price return and a strong three year total shareholder return. This suggests momentum is quietly building as investors re-rate V2X’s long term defense...

In early December 2025, an SEC filing revealed that long-time Gap director and major shareholder William Sydney Fisher sold 400,000 shares worth US$10.8 million. This insider move comes as Gap is ramping up brand collaborations like its new Summer Fridays collection and investing heavily in AI-enhanced supply chain efficiency and marketing to support its turnaround efforts. We’ll now examine how Fisher’s sizable share sale interacts with Gap’s ongoing brand revival and efficiency push to...

Investors may be wondering whether Coupang is still a smart place to put money after its big run over the last few years, or if most of the upside has already been priced in. The stock is up 50.7% over the past 3 years and 16.9% year to date, even though it has slipped 1.9% in the last week and 9.9% over the past month. This pattern often signals shifting sentiment rather than a broken story. Recently, investors have been paying closer attention to Coupang's ongoing expansion of its...

Rigetti Computing (RGTI) is back in the spotlight after insiders joined peers across the quantum sector in unloading shares, a move that clashes with Wall Street optimism and prompts fresh questions about its huge recent run. See our latest analysis for Rigetti Computing. That tension is playing out against a volatile backdrop, with Rigetti’s 1 day share price return of minus 7.44 percent and 1 month share price return of minus 16.82 percent cooling what is still explosive longer term...

Earlier this month, Teledyne Brown Engineering, a subsidiary of Teledyne Technologies, received a US$42,882,299 firm-fixed-price contract modification from the U.S. Naval Sea Systems Command to provide Provisioned Items Order spares for the MK11 SEAL Delivery Vehicle program, supporting the fleet’s ongoing operational readiness. The award highlights Teledyne Brown Engineering’s position as the first company to meet all current NAVSEA 07 Deep Submergence System certification requirements,...

ZIM Integrated Shipping Services (NYSE:ZIM) has quietly been on a tear, with the stock up roughly 30% over the past month and about 47% in the past 3 months, turning bearish sentiment on its head. See our latest analysis for ZIM Integrated Shipping Services. That surge in 1 month share price return comes after a tough stretch this year, with the share price still below its year to date level even as the 1 year total shareholder return remains strongly positive. This suggests momentum has...

Sonic Automotive (SAH) has quietly pulled ahead in recent trading, with the stock up about 7% over the past month even as its past 3 months performance remains weak. See our latest analysis for Sonic Automotive. That recent 1 month share price return of 7.23 percent has only just begun to offset a softer 90 day share price return of negative 16.59 percent. However, longer term total shareholder returns above 40 percent over three years suggest the broader story is still constructive around...

Earlier this month, Coherent Corp. announced a major milestone in its next-generation 300mm silicon carbide platform, aiming to improve energy efficiency and thermal performance in AI datacenter infrastructure while also targeting AR/VR and power electronics applications. The shift to 300mm conductive SiC substrates, building on Coherent’s large-diameter materials expertise, could increase device yields per wafer, lower chip costs, and enhance performance across datacenters, immersive...

ACI Worldwide (ACIW) just added two fresh wins, with LLP Exotic Auto Finance and BPI Direct BanKo both rolling out its payment platforms to modernize operations, elevate digital experiences, and prove out ACI's scalability story. See our latest analysis for ACI Worldwide. Despite the latest wins with LLP Exotic Auto Finance and BanKo underscoring ACI Worldwide's growth story, the share price at $46.8 still reflects a weak year to date. Total shareholder return over three years tells a far...

Corsair Gaming (CRSR) is stepping into the spotlight ahead of its December 10 presentation at the Barclays Global Technology Conference, where investors will be listening closely for any fresh clues on strategy and demand trends. See our latest analysis for Corsair Gaming. At a latest share price of $6.81, Corsair’s near term momentum has perked up with a 1 month share price return of 4.77 percent. However, the 1 year total shareholder return of negative 10.98 percent and 3 year total...

Innospec (IOSP) has quietly slipped this year, with the stock down around 27% year to date even as revenue and net income have grown, raising a simple question for investors: Is the market overlooking something here? See our latest analysis for Innospec. That backdrop makes the recent bounce more interesting, with a 7 day share price return of 6.0 percent and a modestly positive 30 day move. However, the 1 year total shareholder return of negative 30.7 percent still signals fading long term...

In the past quarter, Starwood Property Trust reported third-quarter 2025 distributable earnings of US$0.40 per share, falling short of the Zacks Consensus Estimate of US$0.45 and accompanied by a decrease in book value per share despite year-over-year revenue growth and lower expenses. What stands out is that this earnings miss coincided with a broad downward shift in analyst estimates, culminating in a Zacks Rank #5 (Strong Sell) that reflects increasingly cautious expectations for the...

EOG Resources (EOG) has been drifting a bit this year, with the stock down around 11% year to date even as earnings and revenue keep grinding higher. This sets up an interesting value discussion. See our latest analysis for EOG Resources. At around $111.43 per share, EOG’s negative year to date share price return contrasts with its steady earnings and revenue growth. A strong five year total shareholder return suggests long term holders have still been rewarded despite recent momentum...

Verizon Communications (VZ) has been drifting sideways lately, with the stock roughly flat over the past month after a weaker past 3 months. That muted price action sets up an interesting value discussion. See our latest analysis for Verizon Communications. Over the past year, Verizon’s share price has mostly ground sideways as investors weigh modest revenue and net income growth against ongoing 5G and fixed wireless investments. A slightly positive 1 year total shareholder return hints that...

Pfizer Inc. recently entered an exclusive global collaboration and license agreement with YaoPharma for YP05002, an oral GLP-1 receptor agonist in Phase 1 for chronic weight management, while also reporting new Phase 3 data for its HER2-positive metastatic breast cancer therapy TUKYSA as a first-line maintenance option. This combination of a potential oral obesity drug and stronger oncology data underscores Pfizer’s effort to rebuild and diversify its post-COVID growth engine ahead of key...

Marriott International (MAR) shares have been drifting after a weak past week, so it is a good moment to step back and see how the stock lines up with its recent fundamentals. See our latest analysis for Marriott International. At around $286.96, Marriott’s recent 7 day share price return of negative 6.42 percent and softer 30 day share price return sit against a still positive 90 day share price return and strong 3 year total shareholder return of 85.61 percent. This hints that long term...

If you have been wondering whether Alaska Air Group at around $51.75 is a bargain or a value trap, you are not alone, and the answer is more nuanced than a quick glance at the share price suggests. The stock has jumped 14.1% over the last week and 22.2% over the past month, even though it is still down roughly 19.5% year to date and 19.3% over the last year. Those sharp short term gains have arrived as investors have become more optimistic about the broader airline space, with sentiment...

Wondering if Samsara at around $45 is still a smart buy or if the easy money has already been made? You are not alone. This stock divides opinion on whether the current price matches its real long term potential. Over the last week Samsara is up 15.4%, adding to a 13.0% gain over the past month. That compares with a modest 2.3% gain year to date and a slightly negative 1 year return of -3.0% after a 3 year climb of 233.7%. Part of this volatility reflects how investors are reassessing high...

Wondering if MasTec is still a smart buy after its big run, or if the value has already been priced in? Let's break down what the numbers are really saying about the stock. MasTec has climbed 4.4% over the last week, 15.8% over the past month, and 63.4% year to date, with 1 year and 5 year gains of 66.5% and 247.5% that show this is no quiet compounder. Behind those moves, investors have been reacting to MasTec winning major infrastructure and energy transition contracts, alongside growing...

Riot Platforms recently reported that in October 2025 it sold 383 Bitcoin for net proceeds of US$37.0 million, while November 2025 Bitcoin production fell to 428 coins from 495 a year earlier. These back-to-back declines in both Bitcoin production and sales highlight potential operational or market pressures that matter for investors tracking Riot’s growth plans and capital use. We’ll now examine how Riot’s lower recent Bitcoin production and sales volumes may influence its existing...

For investors wondering whether Archer Aviation is still a smart way to gain exposure to the electric air taxi theme at today's price, or whether most of the potential future upside is already reflected in the stock, this article is designed to walk through that question step by step. The stock has been volatile, slipping 0.9% over the last month and 12.5% year to date, but it is still up 13.3% over the last year and an eye catching 296.7% over three years. This indicates that sentiment...

Williams-Sonoma (WSM) is back on investors radar after a streak of earnings and revenue beats over the past year, even as near term forecasts soften and estimates for the next fiscal year point higher. See our latest analysis for Williams-Sonoma. The latest 1-day share price return of 3.7 percent, leaving the stock at about 187 dollars, contrasts with its weaker 90 day share price return of roughly negative 8 percent. However, a powerful three year total shareholder return of around 241...