U.S. Software Stock News

Aflac Incorporated recently announced it has been named a strategic Workday Wellness partner, allowing its supplemental health products and services to integrate with Workday’s AI-powered benefits platform to help employers refine benefit offerings and streamline administration. This collaboration directly targets a key friction in employer-sponsored benefits by using real-time data and AI-driven recommendations to address employees’ limited understanding and underuse of their...

If you are wondering whether Viasat's current share price still reflects good value after a strong run, this article walks through what the numbers are actually saying. Viasat's stock recently closed at US$45.94, with returns of 12.6% over 7 days, 41.9% over 30 days, 22.1% year to date and 416.8% over 1 year. As a result, recent performance is an important piece of the valuation puzzle. These moves have come alongside increased attention on the company in broader market news, including its...

VAALCO Energy, Inc. recently reported that full-year 2025 sales volumes reached about 22,100 working interest barrels of oil equivalent per day, at the top of its guidance range, while production averaged approximately 21,150 working interest barrels of oil equivalent per day, landing near the midpoint of prior expectations. This combination of sales at the high end of guidance and production in line with targets suggests the company executed its 2025 operating plan efficiently and converted...

State Street (STT) has wrapped up FY 2025 with fourth quarter total revenue of US$3.7b and basic EPS of US$2.46, alongside trailing twelve month revenue of US$13.9b and EPS of US$9.55 that frame the full year earnings picture. Over recent periods, total revenue has moved from US$3.4b in Q4 2024 to US$3.5b in Q3 2025 and US$3.7b in Q4 2025, while quarterly EPS has ranged from US$2.07 in Q1 2025 to US$2.83 in Q3 2025 and US$2.46 in the latest quarter. With trailing net income of US$2.7b and a...

Why Align Technology Is On Investors’ Radar Today Align Technology (ALGN) has caught investor attention after a period of mixed share performance, with a loss of about 23.5% over the past year and a gain of roughly 31.5% in the past 3 months. See our latest analysis for Align Technology. The recent 31.5% 3 month share price return, compared with a 1 year total shareholder return decline of 23.5%, suggests short term momentum is improving while longer term holders are still under water. If...

In recent days, Booking Holdings’ brands Agoda and KAYAK have highlighted shifting travel demand with new destination guides and AI-driven planning insights, while the group also faces regulatory scrutiny in Europe and potential headwinds from new U.S. visa processing limits affecting travelers from 75 countries. Together, upbeat reports on traveler engagement and product breadth sit alongside macro and regulatory risks, creating a mixed backdrop for analysts’ expectations of higher...

Why Arlo’s recent partnership and analyst attention matter for investors Arlo Technologies (ARLO) is back on investor radar after several analysts reiterated positive views and the company announced an expanded partnership that integrates its AI security features into Samsung’s SmartThings ecosystem. Together, these developments highlight growing attention on Arlo’s subscription driven model and its position within connected home security, providing additional context for how the stock’s...

GSI Technology (GSIT) is back in focus after announcing a government funded proof of concept with G2 Tech for Sentinel, an autonomous perimeter security system that uses its Gemini-II APU for on-device AI inference. See our latest analysis for GSI Technology. The Sentinel announcement comes as interest in GSI Technology has picked up, with a 30 day share price return of 52.46% and a 1 year total shareholder return of 103.80%, suggesting momentum has been building recently on top of longer...

Earlier this month, CorMedix Inc. reshaped its leadership structure by naming CEO Joseph Todisco as Chairman of the Board, appointing Mike Seckler as EVP & Chief Commercial Officer, and issuing new 2026 revenue guidance of US$300 million to US$320 million. This combination of leadership consolidation, fresh commercial expertise, and quantified revenue expectations gives investors clearer insight into how CorMedix plans to run and grow the business. We’ll now examine how Todisco’s expanded...

Google’s test of a mobile real estate ad format that closely mirrors Zillow Group (ZG) has put fresh attention on Zillow’s reliance on its Premier Agent program and the resilience of its broader marketplace model. See our latest analysis for Zillow Group. The recent selloff around Google’s test product and renewed focus on litigation risk sits against a mixed picture, with Zillow’s 3.12% year to date share price return, a 9.58% 1 year total shareholder return decline, and a 61.02% 3 year...

Why the Olive Garden Canada deal matters for Darden Restaurants stock The new development agreement with Recipe Restaurant Group International to expand Olive Garden across Canada gives investors fresh context for thinking about Darden Restaurants (DRI), especially alongside recent same store sales headlines. Rather than being a one off licensing update, this deal ties Darden more closely to the performance of a partner controlled Canadian footprint while it continues to run Olive Garden...

Motorola Solutions (MSI) heads into its upcoming fiscal Q4 2025 earnings release with expectations for a profit increase per share, following a period of record quarterly revenue, earnings, and cash flow. See our latest analysis for Motorola Solutions. The recent 1-month share price return of 6.97% and 7-day gain of 4.56% suggest momentum has picked up again after a 90-day share price decline of 9.98%, while the 1-year total shareholder return of 12.88% decline contrasts with strong 3 and 5...

If you are wondering whether Procter & Gamble is fairly priced or offering value right now, it helps to start with how the market has been treating the stock recently. The share price closed at US$144.53, with returns of 1.9% over the last 7 days, a 2.2% decline over 30 days, 1.9% year to date, and a 7.9% decline over 1 year. The 3 year and 5 year returns sit at 8.4% and 25.2% respectively. These mixed returns can reflect shifting views on consumer staples and how investors are weighing...

What Remitly Global’s Recent Returns Say About Investor Sentiment Remitly Global (RELY) has seen mixed share price moves recently, with a 0.3% decline over the past day, a flat month, and a 12% decline over the past 3 months, inviting a closer look at the business. See our latest analysis for Remitly Global. At a share price of US$13.75, Remitly Global’s recent 3 month share price return of an 11.77% decline contrasts with a 3 year total shareholder return of 12.61%. However, the 1 year total...

In recent days, Iron Mountain has drawn increased attention as investors react to a past short-seller report questioning its valuation and growth strategy, while the company approaches its fiscal fourth-quarter earnings release with analysts expecting a very large rise in funds from operations. This combination of critical scrutiny and expectations for stronger operating performance has sharpened the focus on how Iron Mountain’s evolving business mix and financial resilience may influence...

If you are wondering whether Talen Energy's share price still reflects good value after a strong run, this article will walk through what the current market price might be implying. The stock closed at US$371.66, with returns of 0.2% over the last 7 days, 5.6% over the last 30 days, a 6.3% decline year to date, and 58.2% over the last year. This naturally raises questions about how much future upside or risk is already priced in. Recent company updates and sector news have kept attention on...

PBF Energy (PBF) has attracted fresh attention after a recent stretch of mixed share performance. A modest monthly gain alongside negative 1-day and 7-day returns is raising questions about how investors should interpret the stock at this point. See our latest analysis for PBF Energy. For now, PBF Energy’s recent pullback, with a 1-day share price return of a 5.32% decline and a 7-day share price return of a 9.89% decline, sits against a 30-day share price return of 10.97% and a 5-year total...

If you are wondering whether AnaptysBio's share price still reflects fair value after a strong run, you are not alone. The stock trades at US$45.68, with returns of 2.3% over 7 days, 1.6% year to date and 188.2% over 1 year, which naturally raises questions about risk and reward from here. Recent news flow around AnaptysBio has centered on its pipeline progress and broader interest in biotech assets. This helps frame how investors are thinking about future prospects and risk. These updates...

Why F5 (FFIV) is on investors’ radar F5 (FFIV) has drawn interest after mixed recent returns, with a 2.1% decline over the past day, a small slip over the past week, and gains over the month and year to date. The stock’s move comes against a backdrop of positive annual revenue and net income growth, along with a long term total return profile that includes gains over the past 3 and 5 years. See our latest analysis for F5. At a share price of US$268.22, F5 has recently seen pressure, with a 1...

If you are wondering whether Owens Corning is attractively priced today, this breakdown will walk through what the current share price might be implying about its value. The stock last closed at US$124.56, with returns of 1.8% over the past week, 9.1% over the past month, 9.1% year to date, and a 30.3% decline over the past year, alongside 48.7% and 60.4% returns over the past 3 and 5 years respectively. Recent news around Owens Corning has focused on its position in building materials and...

Genuine Parts Company recently announced that Non-Executive Chairman Paul D. Donahue will retire from the Board at the 2026 annual meeting, with current President and CEO Will Stengel set to assume the combined role of Chairman and Chief Executive Officer at that time. This planned consolidation of leadership under Stengel, who has held several senior roles at Genuine Parts since 2019, could meaningfully influence how the company prioritizes operations, transformation efforts and long-term...

Ratings upgrade puts spotlight on Palomar Holdings (PLMR) AM Best’s upgrade of First Indemnity of America Insurance Company, a member of Palomar Holdings (PLMR), puts fresh attention on the group’s balance sheet strength and what that might mean for shareholders. See our latest analysis for Palomar Holdings. Palomar’s share price has eased slightly in the short term, with a 1 day share price return of a 1.5% decline and a year to date share price return of a 2.6% decline, but the 90 day share...

If you are wondering whether Bank of Hawaii is priced fairly today, you are not alone. The stock often attracts investors who care about what they are actually paying for each dollar of bank earnings and assets. At a recent share price of US$71.25, the stock has posted returns of 0.2% over the past week, 0.8% over the last 30 days, 4.1% year to date and 4.2% over the past year. Recent attention on regional banks has kept Bank of Hawaii on many watchlists, with investors weighing how interest...

In January 2026, Establishment Labs Holdings Inc. reported preliminary unaudited Q4 2025 revenue of US$64.0 million to US$65.0 million, and guided full‑year 2025 revenue to US$210.5 million to US$211.5 million, including meaningful contributions from Motiva sales in the United States. This update highlights how U.S. Motiva adoption and the company’s move toward positive adjusted EBITDA and free cash flow are reshaping expectations for its business trajectory. With management now guiding to...