U.S. Software Stock News

Earlier this month, Freshworks Inc. appointed Kady Srinivasan as Chief Marketing Officer, adding a leader with more than 15 years of SaaS marketing experience to oversee its global marketing strategy under Chief Integrated Customer Growth Officer Mika Yamamoto. Srinivasan’s background in scaling software businesses, improving marketing efficiency, and advising AI-focused startups underlines Freshworks’ emphasis on sharpening its go-to-market engine and AI-driven product positioning. Next,...

Crown Castle (CCI) is in focus after DISH Wireless defaulted on payment obligations, prompting Crown Castle to terminate their wireless infrastructure agreement. This material contract change is now being reassessed by several Wall Street firms. See our latest analysis for Crown Castle. The contract termination headlines coincide with a sharp 4.47% one-day share price decline to US$86.81. Over 90 days, the share price has fallen 11.15%, which contrasts with a slightly positive 1-year total...

Recent share performance snapshot With no fresh company specific headlines driving Harley-Davidson (HOG) today, the focus for investors is on the stock’s recent performance and fundamentals, including returns, revenue, earnings and its diversified business segments. See our latest analysis for Harley-Davidson. At a share price of US$20.10, Harley-Davidson’s recent 1 day, 7 day and 30 day share price returns show steady declines, and the 1 year and 5 year total shareholder returns indicate...

Apellis Pharmaceuticals recently secured US FDA approval for EMPAVELI to treat the rare kidney diseases C3 glomerulopathy and IC-MPGN, the first and only approved therapy for these conditions, while facing slower-than-hoped patient uptake and flat SYFOVRE sales due to access and reimbursement hurdles. This combination of a major regulatory win with muted early commercial traction highlights the tension between scientific success and the practical realities of rare-disease drug...

Edgewise Therapeutics (EWTX) updated investors on its late stage pipeline, outlining 2026 milestones for muscular dystrophy and cardiovascular programs. These include key sevasemten trial readouts and a potential future New Drug Application submission. See our latest analysis for Edgewise Therapeutics. The update on 2026 clinical milestones comes as Edgewise Therapeutics trades at $28.73, with a 90 day share price return of 92.95% and a 3 year total shareholder return of 160.24%. This...

Invesco’s S&P 500 Equal Weight ETF (RSP) and QQQ Trust are being compared with rival ETFs from Vanguard and iShares, with a focus on portfolio construction and sector diversification. These comparisons examine how equal weight and Nasdaq focused products from Invesco stack up against more traditional market cap weighted options. The recent discussions highlight differences in risk profile, concentration, and potential role in investor portfolios. For investors watching NYSE:IVZ, this...

Why Amneal Pharmaceuticals Is On Investors’ Radar Amneal Pharmaceuticals (AMRX) has attracted fresh attention after recent share price moves, with the stock showing a 0.6% decline over the last day but gains over the past week, month, and past 3 months. See our latest analysis for Amneal Pharmaceuticals. That recent pullback comes after a strong run, with a 27.8% 90 day share price return and a very large 3 year total shareholder return. Together, these point to momentum that has attracted...

Klarna Group (NYSE:KLAR) is facing multiple securities class action lawsuits tied to its IPO, focused on alleged misstatements about credit risks and loss provisions. At the same time, Klarna is expanding its partnership with OnePay to introduce a new Swipe to Finance flexible payment feature. The company has also rolled out instant peer to peer payments across 13 European countries as it deepens its push into digital banking. For you as an investor, this combination of legal scrutiny and...

In January 2026, Axogen, Inc. issued preliminary unaudited guidance indicating expected fourth-quarter 2025 revenue of about US$59.9 million and full-year 2025 revenue of about US$225.2 million, both reflecting strong year-over-year growth versus 2024. This guidance highlights broad strength across Axogen’s product portfolio, suggesting that demand is increasing across multiple areas of its nerve repair business. Next, we’ll examine how Axogen’s projected full-year 2025 revenue of about...

In January 2026, Progressive Insurance expanded its portfolio by launching a new directly underwritten pet insurance product, administered by Companion Protect and offering customizable Accident and Illness coverage plus optional Wellness benefits across 43 states and D.C. This move deepens Progressive’s presence in the pet protection space, leveraging its long history in pet-related coverage while adding digital claims servicing, vet expert access, and multi-pet and bundling...

If you are wondering whether VeriSign's share price still reflects fair value or if expectations have run ahead of the fundamentals, you are in the right place. VeriSign shares most recently closed at US$248.12, with returns of 0.7% over the last 7 days, 1.7% over the last 30 days, 3.2% year to date and 18.9% over 1 year, while the 3 and 5 year returns sit at 16.1% and 27.7% respectively. These price moves sit against a backdrop of ongoing attention on domain infrastructure providers and the...

In recent days, multiple top analysts reiterated positive views on monday.com, emphasizing its mission-critical work management platform, strong gross margins, and profitability. Alongside reaffirmed confidence, analysts highlighted monday.com’s expansion into marketing, developer, and IT support solutions, broadening the role its software can play for customers. Next, we’ll explore how this wave of analyst optimism around monday.com’s profitability and product expansion shapes its...

If you are wondering whether Paycom Software's current share price lines up with its underlying value, you are not alone. This article is built to help you size that up clearly. The stock closed at US$147.48, with returns of a 6.4% decline over 7 days, a 9.4% decline over 30 days, a 3.2% decline year to date and a 29.0% decline over 1 year, alongside a 53.0% decline over 3 years and a 61.6% decline over 5 years, which may have shifted how investors view its risk and potential reward. Recent...

If you are wondering whether BorgWarner’s current share price still offers value, this article will walk through what the numbers are saying about the stock. The shares recently closed at US$46.54, with returns of 3.4% over 30 days, a 3.3% decline over the last week, and a 44.4% gain over the past year. These moves may signal shifting views on both its potential and risk. Recent coverage has focused on BorgWarner as an established player in the automotive components space, especially as...

Why Estée Lauder Companies (EL) is on investors’ radar today Estée Lauder Companies (EL) has drawn fresh attention as investors reassess the stock following its recent share price moves, including a gain over the past month and past three months. See our latest analysis for Estée Lauder Companies. At a share price of $114.46, Estée Lauder’s recent 30 day share price return of 5.98% and 90 day share price return of 16.05% sit against a 1 year total shareholder return of 47.78%. However, 3 and...

Event context and recent share performance Cognizant Technology Solutions (CTSH) has been drawing attention as investors consider its recent share performance alongside reported fundamentals, including US$20.9b in revenue and US$2.1b in net income over the latest full year. The stock recently closed at US$82.21, with returns of about a 3.0% decline over the past month and a 3.7% decline over the past 3 months, while the 1-year total return stands near 6.5%. See our latest analysis for...

We wouldn't blame Delta Air Lines, Inc. ( NYSE:DAL ) shareholders if they were a little worried about the fact that...

Why Edwards Lifesciences (EW) Is On Investors’ Radar Today Edwards Lifesciences (EW) is drawing attention after a period where the stock showed a mix of modest short term declines and a stronger 1 year total return. This performance is prompting some market participants to reassess its recent results and characteristics. See our latest analysis for Edwards Lifesciences. At a share price of US$83.46, Edwards Lifesciences has seen its short term share price momentum cool, with a 1 day decline...

Dynatrace (DT) has secured certification from the Dubai Electronic Security Center, confirming its SaaS platform meets UAE Government cloud compliance requirements and opening the door to serving Dubai public sector digital transformation projects. See our latest analysis for Dynatrace. The DESC certification arrives after a weak run in the shares, with a 30 day share price return of a 12.36% decline and a 1 year total shareholder return of a 27.26% decline, while the 3 year total shareholder...

Brown & Brown stock overview after recent performance Brown & Brown (BRO) has drawn investor attention after recent share performance, with a return of about 1.9% year to date and a decline of roughly 24.7% over the past year. At a last close of US$79.11, the insurance broker reports annual revenue of about US$5.35b and net income of roughly US$989.0m, supported by reported annual revenue and net income growth figures. See our latest analysis for Brown & Brown. That recent 1 day share price...

On January 20, 2026, Zinnia announced a new integration with Snowflake’s AI Data Cloud, enabling insurers to use machine learning, generative AI, real-time analytics, and self-hosted Streamlit applications to modernize operations and decision-making. This collaboration highlights Snowflake’s role as a core data and AI infrastructure provider for highly regulated industries such as insurance, where real-time insights and enterprise-grade security are critical. We’ll now examine how this...

M&T Bank (MTB) has released its 2025 results, reporting higher net income and earnings per share compared with a year earlier, the completion of a sizeable share buyback, and an increase in quarterly net charge-offs. See our latest analysis for M&T Bank. The latest earnings, higher net charge offs and completed buyback sit against a share price of US$211.71 and a 16.25% 90 day share price return. The 5 year total shareholder return of 80.80% points to momentum that has built over time rather...

Cabot (CBT) recently signed a multi year supply agreement with PowerCo SE for conductive carbons and dispersions used in EV battery electrodes, putting fresh attention on how this business might shape the stock. See our latest analysis for Cabot. The PowerCo agreement has come as Cabot’s 1 month share price return of 4.9% contrasts with a weaker 1 year total shareholder return of 23.2% and a modest 5 year total shareholder return of 71.7%. This suggests recent momentum is building from a...

If you are wondering whether Royal Gold's recent run means the stock is now expensive or still offers value, this article will walk through what the current price could imply. Royal Gold's share price recently closed at US$277.70, with returns of 9.3% over 7 days, 22.0% over 30 days, 25.6% year to date, 99.2% over 1 year, 124.2% over 3 years and 182.8% over 5 years. Recent price moves in Royal Gold have played out against an ongoing focus on the precious metals sector and how royalty and...