Canadian Software Stock News

TSX:TRI
TSX:TRIProfessional Services

Does Thomson Reuters' (TSX:TRI) Dividend Hike and AI Push Reveal Its Core Competitive Edge?

Thomson Reuters reported its fourth-quarter and full-year 2025 results, with quarterly sales rising to US$2,009 million while net income and earnings per share declined year-on-year, and the board approved a 10% annualized dividend increase to US$2.62 per common share, marking 33 consecutive years of dividend growth. Alongside reaffirmed 2026 guidance, management highlighted the company’s proprietary legal and professional data and AI-enabled products as key defenses against general-purpose...
TSX:FNV
TSX:FNVMetals and Mining

Assessing Franco-Nevada (TSX:FNV) Valuation After Dividend Hike And Board Leadership Changes

Franco-Nevada (TSX:FNV) has paired a board refresh with a higher shareholder payout, announcing a new independent non-executive Chair and a roughly 16% increase in its quarterly dividend to US$0.44 per share. See our latest analysis for Franco-Nevada. At a share price of CA$317.34, Franco-Nevada has paired a 16.2% 90 day share price return with a 58.59% 1 year total shareholder return. This suggests that momentum has been building as investors react to the dividend increase and leadership...
TSX:CM
TSX:CMBanks

CIBC Awards And Defence Bank Role Highlight Evolving Fee And Institutional Mix

CIBC Asset Management received seven FundGrade A+ Awards, recognizing several of its funds for performance over the 2024 calendar year. CIBC joined as a partner bank for the newly formed Defence, Security, and Resilience Bank, set up to support financing for NATO member defence and security projects. For investors watching Canadian Imperial Bank of Commerce (TSX:CM), these updates touch on two important parts of the story: asset management and specialized institutional banking. Awards for...
TSX:AYA
TSX:AYAMetals and Mining

Assessing Aya Gold & Silver (TSX:AYA) Valuation After Fresh 2026 Production Guidance Update

Fresh 2026 production guidance puts Aya Gold & Silver in focus Aya Gold & Silver (TSX:AYA) has put out fresh 2026 production guidance, telling the market it expects total output between 6.2 Moz AgEq and 6.8 Moz AgEq for the full year. See our latest analysis for Aya Gold & Silver. The new 2026 production guidance lands at a time when momentum in Aya Gold & Silver’s shares has been building, with a 1-day share price return of 8.45%, 90-day share price return of 48.79% and 1-year total...
TSX:NA
TSX:NABanks

Did Fundata A+ Wins for Five Funds Just Shift National Bank of Canada's (TSX:NA) Investment Narrative?

National Bank Investments Inc., a subsidiary of National Bank of Canada, recently announced that five of its mutual funds and ETFs earned Fundata 2025 FundGrade A+ Awards for consistently strong performance in 2025. This recognition highlights the bank’s asset management capabilities and reinforces how its fund platforms contribute to the broader institution’s appeal for Canadian investors. We’ll now examine how this recognition for consistently high-performing funds shapes National Bank of...
TSX:EFR
TSX:EFROil and Gas

Should Trump’s Project Vault Rare Earth Stockpile Plan Require Action From Energy Fuels (TSX:EFR) Investors?

Energy Fuels Inc. recently gained attention after President Donald Trump’s Project Vault initiative outlined plans for a US stockpile of rare earth minerals to support domestic supply chains and reduce reliance on China, benefiting companies involved in rare earth mining and processing. This policy spotlight underscores how Energy Fuels’ shift from a primarily uranium-focused business toward rare earth refining could position it more directly within critical materials supply discussions in...
TSX:GIB.A
TSX:GIB.AIT

A Look At CGI (TSX:GIB.A) Valuation As New AI-Focused GCC Leadership Takes Shape

Why CGI's new AI focused GCC leadership matters for investors CGI (TSX:GIB.A) has put its Global Capability Centers under new leadership, with Gopal Chhetri tasked with pushing an AI first approach, strengthening client engagement, and focusing delivery on measurable business outcomes. See our latest analysis for CGI. That AI focused GCC push comes after a tougher spell for the stock, with a 30 day share price return of 13.62% and a 1 year total shareholder return of 33.36%. The 5 year total...
TSX:CCO
TSX:CCOOil and Gas

Cameco’s Global Nuclear Deals Test Valuation And Long Term Growth Potential

Cameco has reached a landmark agreement that positions Westinghouse as a global nuclear technology leader in partnership with the US government. The company is also close to finalizing a multi billion dollar long term uranium supply deal with India. These developments point to a broader role for Cameco in global nuclear fuel and technology supply chains. Cameco (TSX:CCO) is drawing attention as these agreements reshape how investors may think about its business reach. The stock trades at...
TSX:TECK.B
TSX:TECK.BMetals and Mining

Is It Too Late To Consider Teck Resources (TSX:TECK.B) After Strong Recent Gains?

Investors may be wondering whether Teck Resources at about $75.15 is offering good value right now, or if most of the easy gains are already on the table. The share price has recent returns of 2.8% over 7 days, 8.9% over 30 days, 13.9% year to date, 23.3% over 1 year and 43.2% over 3 years. These figures naturally raise questions about how much of the story is already priced in. Recent news around Teck Resources has focused on its role as a major materials player, putting attention on how it...
TSX:SU
TSX:SUOil and Gas

Suncor Links Record Safety To New Bitumen Plan And Board Refresh

Suncor Energy (TSX:SU) reports its safest year on record under CEO Rich Kruger, following a multi year safety improvement plan. The company plans to present a new three year operational improvement plan and a 15 year approach focused on bitumen development. Industry executive Jennifer Kneale joins Suncor's Board, adding deep sector and financial expertise to its governance. Suncor Energy, a major Canadian integrated oil and gas company, sits at the center of the oil sands business, with...
TSX:ABX
TSX:ABXMetals and Mining

A Look At Barrick Mining’s Valuation After Earnings Beat Dividend Hike And CEO Change

Why Barrick Mining’s latest earnings and dividend moves matter Barrick Mining (TSX:ABX) just paired stronger than expected full year and quarterly earnings with a sharp dividend increase, a new payout framework, and a leadership change tied to an upcoming North American assets IPO. See our latest analysis for Barrick Mining. The earnings and dividend announcements came as Barrick Mining’s share price reached CA$61.75, with a 26.30% 90 day share price return and a very large 1 year total...
TSX:WPM
TSX:WPMMetals and Mining

Wheaton Precious Metals (TSX:WPM) Valuation Check As CEO Succession Plan Takes Shape

Wheaton Precious Metals (TSX:WPM) has set a firm date for its leadership handover. President Haytham Hodaly is scheduled to become CEO on March 31, 2026, while long-time leader Randy Smallwood will move to the role of non executive Chair. See our latest analysis for Wheaton Precious Metals. The CEO succession news comes after a strong run in the shares, with a 90 day share price return of 29.65% and a 1 year total shareholder return of 98.08%. This suggests that momentum has been building...
TSX:MG
TSX:MGAuto Components

Is Magna International (TSX:MG) Pricing Look Interesting After Mixed Recent Share Performance?

If you are looking at Magna International and wondering whether the recent share price reflects its true worth, you are not alone. The stock last closed at $73.80, with returns of 6.0% over 7 days, a 5.6% decline over 30 days, a 1.6% decline year to date, 40.3% over 1 year, 15.5% over 3 years and an 11.5% decline over 5 years. Taken together, this gives a mixed picture that many investors are trying to make sense of. Recent news around the auto sector has focused on changing demand for...
TSX:PSK
TSX:PSKOil and Gas

PrairieSky Royalty (TSX:PSK) Valuation Check As Azvalor Lifts Its Stake By Nearly 37%

Why PrairieSky Royalty (TSX:PSK) Is Back on Institutional Radar Azvalor Blue Chips FI’s decision to raise its PrairieSky Royalty (TSX:PSK) position by 36.91% in Q4 2025, while exiting Barrick Mining, has pushed the Canadian royalty company higher up institutional watchlists. See our latest analysis for PrairieSky Royalty. PrairieSky Royalty’s recent 1-month share price return of 13.65% and 1-day move of 2.03% to CA$30.22, alongside institutional buying from Azvalor, sit against a 1-year total...
TSX:LSPD
TSX:LSPDSoftware

Lightspeed Commerce (TSX:LSPD) Is Down 13.9% After Raising 2026 Revenue Outlook And Showcasing New AI Tools - What's Changed

In early February 2026, Lightspeed Commerce reported past third-quarter fiscal 2026 results showing sales rising to US$312.35 million while net loss widened to US$33.58 million, and the company raised its full-year 2026 revenue outlook to US$1.22 billion at the top end. The company also highlighted positive free cash flow, healthy margins in its software business, and new AI-driven product launches aimed at strengthening its retail and hospitality platforms, while indicating that any future...
TSX:EQX
TSX:EQXMetals and Mining

Will AI-Driven Minotaur Find and Bahia Legal Questions Change Equinox Gold's (TSX:EQX) Narrative

Equinox Gold recently reported new diamond drill results from its Valentine Gold Mine in Newfoundland & Labrador, confirming the Minotaur discovery and broad high‑grade mineralization at the Frank Zone, while the State of Bahia in Brazil has questioned the legality of its recent asset sale. The discovery of the AI-identified Minotaur Zone, coupled with extensive 2026 drilling plans at Valentine, highlights how data-driven exploration is reshaping the company’s growth options even as...
TSX:K
TSX:KMetals and Mining

The Bull Case For Kinross Gold (TSX:K) Could Change Following New Analyst Support And Exploration Push

In recent weeks, Kinross Gold has attracted a wave of positive analyst coverage, with several major Canadian banks reaffirming upbeat views on the miner’s operations and exposure to gold. At the same time, Kinross has deepened its exploration footprint through increased funding and ownership in Puma Exploration’s Williams Brook project, underscoring its focus on pipeline growth. With analyst confidence rising around Kinross’s operational execution, we’ll now examine how this shapes the...
TSX:PBH
TSX:PBHFood

A Look At Premium Brands Holdings (TSX:PBH) Valuation After Its CA$10b 2027 Revenue Target And Margin Pressures

Why Premium Brands Holdings set a $10 billion revenue goal for 2027 Premium Brands Holdings (TSX:PBH) has put a clear marker on the table, targeting $10 billion in revenue by 2027, leaning on organic volume growth and disciplined acquisitions. That ambition comes alongside a 19% sales increase, helped by organic volume outpacing pricing. However, EBITDA margins are feeling pressure from higher beef costs and expenses tied to new plants. See our latest analysis for Premium Brands Holdings. The...
TSX:TXG
TSX:TXGMetals and Mining

How Torex Gold’s Planned CEO Transition to CFO Andrew Snowden Will Impact Torex Gold Resources (TSX:TXG) Investors

Torex Gold Resources recently announced that President and CEO Jody Kuzenko will retire following the June 17, 2026 shareholder meeting, with current CFO Andrew Snowden set to succeed her and stand for election to the Board. This planned transition, framed as part of a long-term succession process, highlights the company’s emphasis on leadership continuity and board oversight in guiding its next phase. We’ll now examine how this orderly CEO succession, with the CFO stepping into the top...
TSX:KNT
TSX:KNTMetals and Mining

Assessing K92 Mining (TSX:KNT) Valuation After Recent Safety Incident And Strong Share Price Performance

K92 Mining (TSX:KNT) is in focus after reporting a fatal injury involving a contractor near its Kumian Creek roadwork site. The incident is raising fresh questions for investors around operational safety and potential project risk. See our latest analysis for K92 Mining. Despite the tragic incident, K92 Mining’s recent share price performance has been strong, with a CA$26.69 share price, a 90 day share price return of 45.05% and a 1 year total shareholder return of 161.15%. This suggests...
TSX:AGI
TSX:AGIMetals and Mining

Alamos Gold (TSX:AGI) Valuation Check After Ambitious 2030 Production Growth Plan

Alamos Gold (TSX:AGI) is back in focus after its 2026 Investor Day, where management presented an updated growth plan targeting around one million ounces of annual gold production by 2030. See our latest analysis for Alamos Gold. The recent 2026 Investor Day and Island Gold District Expansion Study have arrived alongside a sharp pick up in market interest, with a 26.25% 90 day share price return and a very large 5 year total shareholder return that reflects how investors have reacted over...
TSXV:ATX
TSXV:ATXMetals and Mining

Leadership Change At Valeriano Might Change The Case For Investing In ATEX Resources (TSXV:ATX)

ATEX Resources Inc. recently announced that President and CEO Ben Pullinger has stepped down for personal reasons, with board member Chris Beer appointed as Interim President and CEO while a search for a permanent successor is underway. This transition places a seasoned exploration geologist and former senior natural-resources portfolio manager at the helm during a pivotal phase for the Valeriano Copper-Gold Project in Chile. We’ll examine how Beer’s mix of exploration and capital-markets...
TSX:MX
TSX:MXChemicals

Reassessing Methanex (TSX:MX) Valuation After Mixed Returns And Methanol Market Headlines

If you are wondering whether Methanex is offering good value at its current share price, this breakdown will help you see what the market might be pricing in and what it might be missing. The stock last closed at C$64.50, with returns of a 0.7% decline over 7 days, 4.8% over 30 days, 15.2% year to date, and a 9.1% decline over 1 year. This gives a mixed picture for both upside potential and changing risk sentiment. Recent news around Methanex has focused on the broader methanol market,...
TSX:ARX
TSX:ARXOil and Gas

ARC Resources (TSX:ARX) Margin Eases To 20.9% Challenging Bullish Profitability Narratives

ARC Resources (TSX:ARX) just wrapped up FY 2025 with Q4 revenue of C$1.7b and basic EPS of C$0.45 on net income of C$259.9m, capping off trailing 12 month revenue of C$6.1b and EPS of C$2.19. Over the last few quarters, revenue has moved from C$1.42b in Q4 2024 to C$1.63b in Q1 2025, C$1.42b in Q2 2025 and C$1.38b in Q3 2025. Quarterly basic EPS shifted from C$0.63 to C$0.69, C$0.68 and C$0.37 before landing at C$0.45 most recently. With a current net profit margin of 20.9% versus 22% a year...