U.S. Software Stock News

Compañía de Minas BuenaventuraA (BVN) has drawn fresh attention after reporting profitable fourth quarter results, detailing 2025 production figures, and proposing a US$0.9904 per share dividend tied to a higher payout policy. See our latest analysis for Compañía de Minas BuenaventuraA. Those strong fourth quarter profits, detailed production updates and the higher proposed dividend come after a sharp swing in market sentiment, with a 71.07% 3 month share price return and a very large 1 year...

DHT Holdings (DHT) has drawn fresh attention after securing two one-year time charter deals for its VLCCs, DHT Redwood and DHT Opal, and appointing veteran shipping executive Erik Bartnes to its Board. See our latest analysis for DHT Holdings. The recent one year charters and board appointment come on top of strong share price momentum, with a 30 day share price return of 37.12%, a 90 day gain of 53.04%, and a 1 year total shareholder return of 103.06%, indicating building enthusiasm compared...

Tidewater Inc. has already reported its fourth-quarter 2025 results, posting US$336.8 million in revenue and a jump in net income to US$219.88 million, while issuing 2026 revenue guidance of US$1.43 billion to US$1.48 billion. Despite relatively flat annual revenue in 2025, the sharp rise in earnings per share highlights a marked improvement in Tidewater's profitability profile. Next, we’ll explore how Tidewater’s significantly higher earnings per share in 2025 may influence its previously...

In February 2026, Bitdeer Technologies Group completed a US$43.69 million registered direct follow-on offering of 5,503,030 Class A ordinary shares at US$7.94, alongside a US$325 million Rule 144A issuance of 5.00% senior unsecured convertible notes due March 1, 2032. Together, these equity and convertible debt financings reshaped Bitdeer’s funding mix, with fresh capital coming at the cost of dilution and added balance sheet obligations. We’ll now examine how Bitdeer’s sizeable convertible...

In February 2026, Newell Brands’ Graco unit launched the SnugRide Turn & Slide Rotating Infant Car Seat, a US$349.99 turn-and-slide design that brings infants closer to caregivers while maintaining safety features like ProtectPlus Engineering and an integrated Anti-Rebound Bar. This product underscores Newell’s emphasis on easing real-world caregiver pain points with engineering-led innovation, potentially reinforcing brand loyalty in a highly competitive juvenile products category. We’ll...

Kaiser Aluminum (KALU) just released fourth quarter and full year 2025 results, reporting higher sales and net income than a year earlier. This gives investors fresh numbers to assess the stock’s recent momentum. See our latest analysis for Kaiser Aluminum. The earnings release has come alongside strong recent price action, with a 1-day share price return of 3.70% and a 90-day share price return of 37.29%. The 1-year total shareholder return of 103.76% and 3-year total shareholder return of...

The J. M. Smucker Company recently reported fiscal 2026 third-quarter results showing higher net sales of US$2,339.4 million but a larger net loss of US$724.2 million, alongside slightly narrowed full-year net sales guidance of 3.5% to 4.0% growth and projected diluted EPS in the range of US$1.89 to US$1.39 loss. At the same time, Smucker moved to strengthen its governance and product portfolio by adding two financially experienced independent directors following engagement with Elliott...

If you are wondering whether Jack Henry & Associates is fairly priced at its recent levels, you are not alone. This article focuses squarely on what you are paying versus what you are getting. The stock most recently closed at US$164.20, with a 5.5% return over the last 7 days but declines of 8.4% over 30 days, 7.9% year to date and 6.5% over 1 year, while the 3 year and 5 year returns sit at 3.7% and 15.3% respectively. These mixed returns have kept valuation questions on the table, and...

Circle Internet Group (NYSE:CRCL) has reported very strong quarter over quarter growth in USDC circulation and revenue. Recent earnings came in ahead of expectations, pointing to a clear acceleration in the company’s business fundamentals. A proposed GENIUS Act regulatory framework is being discussed that could significantly affect Circle’s operations and the broader stablecoin market. Circle runs USDC, one of the largest regulated stablecoins, which is widely used for trading, payments and...

Dell Technologies recently reported record fourth-quarter and full-year results to January 30, 2026, with revenue of US$33.38 billion for the quarter and US$113.54 billion for the year, alongside higher net income and a quarterly dividend of US$0.63 per share payable on May 1, 2026. The company also expanded its capital return plans with an additional US$10.00 billion share repurchase authorization and highlighted very large growth in AI-optimized server demand supported by a substantial AI...

Pharvaris (NasdaqGS:PHVS) is back in focus after releasing final Phase 2 CHAPTER-1 open-label extension data and detailed RAPIDe-3 results for deucrictibant in hereditary angioedema, underscoring fresh clinical evidence around both prophylactic and on-demand use. See our latest analysis for Pharvaris. The latest deucrictibant data arrives after a powerful run in Pharvaris’ total shareholder return, with an 82.77% 1 year gain and a very large 3 year payoff. The recent 90 day share price return...

In February 2026, Occidental Petroleum launched cash tender offers to buy back multiple series of senior notes and debentures, alongside consent solicitations, while also reporting full-year 2025 results showing broadly stable revenues of about US$22.08 billion and net income of US$2.33 billion, and lifting its quarterly dividend by more than 8% to US$0.26 per share. These moves highlight Occidental’s continued focus on reducing interest-bearing obligations, reinforcing its balance sheet,...

If you are wondering whether MSCI is fairly priced or offering an opportunity right now, it helps to step back and look closely at what the current share price really reflects. The stock last closed at US$573.88, with recent returns of 6.6% over 7 days, a 5.8% decline over 30 days, 1.5% year to date, a 1.2% decline over 1 year, 9.6% over 3 years and 50.4% over 5 years. Taken together, these figures give a mixed picture of recent momentum and risk sentiment. Recent news around MSCI has...

Why Texas Instruments Is On Investors’ Screens Right Now Texas Instruments (TXN) has drawn fresh attention after recent trading left the stock with mixed short term moves but stronger longer term returns, prompting investors to reassess how its current price lines up with recent performance. See our latest analysis for Texas Instruments. At a share price of US$209.82, Texas Instruments has given back some ground in the last month, with a 2.66% 30 day share price decline. However, the 18.20%...

TKO Group Holdings (NYSE:TKO) has agreed multi billion dollar media rights deals for UFC and WWE, including a $7.7b UFC package with Paramount Global that moves events to a subscription only model. The company has partnered with Netflix and ESPN for WWE content distribution and kicked off a $1b share repurchase program. TKO is also launching Zuffa Boxing with international partners and expanding its live events footprint, including premium hospitality management for the 2026 FIFA World...

If you are wondering whether Supernus Pharmaceuticals at around US$55.09 is still offering value after its recent run, you are not alone. The stock has posted returns of 8.7% over the past 7 days, 14.4% over 30 days, 11.4% year to date and 73.6% over 1 year, with longer term returns of 43.5% over 3 years and 116.0% over 5 years. These moves sit against a backdrop of continuing interest in Supernus Pharmaceuticals as a neurology focused drug maker. Investors are paying close attention to how...

Fannie Mae, Federal National Mortgage Association (OTCPK:FNMA), has completed its fixed price cash tender offers for certain Connecticut Avenue Securities Notes. The tender offers resulted in a large volume of notes being validly tendered and accepted for purchase. The transaction affects outstanding Connecticut Avenue Securities, a key component of Fannie Mae's credit risk transfer program. For you as an investor watching the housing finance space, this move sits at the intersection of...

ACM Research delivered its first 300mm single wafer cleaning systems to a major foundry in Singapore, marking an entry into Southeast Asia. The company secured new advanced packaging equipment orders from leading global semiconductor customers. ACM Research completed a private share offering intended to support further product development and international expansion. ACM Research (NasdaqGM:ACMR), trading at $57.11 at the last close, has been attracting attention with a very large 3 year...

Why Sirius XM’s new 2032 notes matter for shareholders Sirius XM Holdings (SIRI) has priced an upsized US$1.25b senior notes offering due 2032, using the cash to retire 2026 and 2027 notes, which directly affects its interest costs and future flexibility. See our latest analysis for Sirius XM Holdings. Sirius XM’s refinancing comes as the 30 day share price return of 7.81% and 7 day return of 4.68% contrast with a 1 year total shareholder return decline of 4.01% and a 5 year total shareholder...

If you are trying to work out whether Brightstar Lottery is attractively priced or just a value trap, it helps to start with how the market has treated the stock recently and what that might imply about expectations. The share price last closed at US$13.43, with a 2.9% gain over the past week, a 7.3% decline over the last 30 days, a 12.2% decline year to date, a 4.5% decline over 1 year, and a 32.2% decline over 3 years, set against a 14.8% gain over 5 years. Recent news coverage has focused...

Gold Royalty has upsized and amended its credit facility, securing reduced interest rates. The updated facility is intended to provide greater financial flexibility for future opportunities. Partners operating assets tied to Gold Royalty’s royalties and streams have reported progress on production ramp ups, expansions, drilling, feasibility work, and project milestones. Gold Royalty (NYSEAM:GROY) is drawing investor attention after a series of financing and asset updates, with shares...

Wondering whether Alibaba Group Holding is priced attractively right now, or if the recent excitement is already baked in? This article walks through what the numbers actually say about value. The stock last closed at US$142.56, with a 6.7% decline over the past week, a 15.9% decline over the last month, and returns of 10.8% over 1 year, 67.4% over 3 years, and a 33.8% decline over 5 years. This gives a mixed picture of how the market has been reassessing the company over different time...

Main Street Capital (NYSE:MAIN) reported a record net asset value per share for the 14th consecutive quarter. The company announced an increase to its regular monthly dividend and declared a supplemental dividend. Management highlighted continued strong returns and maintained its focus on shareholder distributions despite market uncertainties. For investors watching income-focused names, NYSE:MAIN now sits at a share price of $57.62, with a value score of 5 and a return of 73.1% over the...

BeOne Medicines (ONC) has drawn investor attention after its rebrand from BeiGene, Ltd. to BeOne Medicines AG in May 2025. The change highlights a broad oncology portfolio across commercial, clinical, and preclinical cancer therapies. See our latest analysis for BeOne Medicines. After the rebrand, BeOne Medicines’ share price has been under pressure in the short term, with a 7 day share price return of a 15.18% decline and a 30 day share price return of a 7.64% decline. Its 1 year total...