U.S. Software Stock News

In recent days, analysts have highlighted Tyler Technologies ahead of its June 9 investor day and upcoming fiscal first-quarter 2026 earnings release, focusing on management’s intention to reiterate its 2030 revenue targets and discuss margins and AI’s longer-term role. An interesting thread for investors is how early-stage AI adoption and healthy software-as-a-service bookings expectations are shaping sentiment around Tyler’s long-term financial framework, even as meaningful AI-driven...

BlackSky Technology (BKSY) recently secured a seven-figure Assured extension contract with an international customer, highlighting continued use of its Gen-3 satellite imagery, AI-enabled analytics, and dual-generation tip-and-cue architecture. See our latest analysis for BlackSky Technology. The new contract arrives after a sharp 17.24% 1 day share price decline and a 10.73% 7 day share price return. However, the 30 day and 90 day share price returns of 15.35% and 20.61%, together with a 1...

JBS (NYSE:JBS) has been removed from the FTSE All-World Index. The change affects the company’s presence in a major global equity benchmark tracked by many passive funds. The decision may influence how both current and prospective shareholders assess JBS within global portfolios. JBS, trading at $17.03, has seen a return of 19.5% over the past week and 20.1% year to date, with a 3.8% return over the past 30 days. With a value score of 6, the stock sits in a segment of the market that some...

Wondering whether Arch Capital Group at around US$93 per share still offers value, or if most of the opportunity is already reflected in the price? This article focuses squarely on what the current valuation signals might be telling you. The stock has gained 1.2% over the last 7 days, while showing a 6.0% decline over 30 days and a slight 0.5% decline year to date, alongside a 1.7% decline over the last year and longer term returns of 44.8% over 3 years and 149.3% over 5 years. Recent...

Hilton Worldwide Holdings (HLT) has drawn fresh investor attention after reporting a quarter where revenue came in 3.3% above analyst expectations and EBITDA guidance for the next quarter also exceeded forecasts. Even with these earnings and guidance beats highlighting Hilton’s position within the consumer discretionary travel and vacation providers sector, the stock has moved lower since the release. This has raised questions about how the market is reading the update. See our latest...

Kodiak Sciences recently reported positive topline results from its GLOW2 Phase 3 superiority study of Zenkuda in diabetic retinopathy, where the drug significantly outperformed sham across primary and key secondary endpoints while maintaining a favorable safety profile. A particularly important insight is that Zenkuda’s efficacy appeared consistent regardless of patients’ use of GLP-1 receptor agonists, supporting its potential relevance in a real-world diabetic population and strengthening...

If you are wondering whether Colgate-Palmolive at around US$84.29 is offering fair value or hiding a discount, this breakdown is designed to help you frame that question clearly. The share price has slipped around 1.0% over the last week and 12.8% over the last month, even though the year to date return is 8.5% and the 1 year return sits at 7.0% in decline, with 3 year and 5 year returns of 20.4% and 20.8% respectively. Recent attention on Colgate-Palmolive has centered on how the stock fits...

Recent performance snapshot Diversified Energy (DEC) has attracted fresh attention after a strong recent share price move, with the stock showing double digit gains over the past week, month and past 3 months. See our latest analysis for Diversified Energy. The recent surge in DEC's share price, with a 39.05% 1 month share price return and 22.70% year to date share price return, sits against a 44.68% 1 year total shareholder return but weaker 3 and 5 year total shareholder returns. This...

Earlier this week, Hartford Insurance Group reported a very strong quarter, with revenue rising 6.7% year on year and results significantly ahead of analyst expectations compared with peers. What stands out is that Hartford delivered the biggest analyst estimate beat among its sector group, underscoring how its recent performance contrasts with many competitors. Now we’ll explore how this strong revenue growth and earnings beat may influence Hartford’s existing investment narrative and key...

Chubb (NYSE:CB) has appointed Ben McGregor as Head of Commercial Property for EMEA and APAC within its Overseas General division. Alex Forman has been named Head of Commercial Casualty for EMEA and APAC, also within Overseas General. Both executives will oversee key international commercial insurance lines outside North America. For you as an investor, these moves sit at the heart of Chubb’s international commercial property and casualty franchise. EMEA and APAC are major hubs for corporate...

S&P Global (NYSE:SPGI) announced that its Mobility division will host its first Investor Day ahead of a planned separation into a standalone public company. The event will feature leadership presentations on the division's strategy and financial framework as part of the confirmed separation timeline. The planned spin off marks a structural change in S&P Global's business, creating a separate, focused entity in the Mobility data and insights space. S&P Global operates across indices,...

Home Depot stock performance and recent moves Home Depot (HD) has drawn fresh attention as its share price now sits at $321.65, with negative returns over the past month and the past 3 months putting recent performance in focus for investors. See our latest analysis for Home Depot. Looking beyond the recent 14.36% 1 month share price decline, Home Depot’s 1 year total shareholder return of a 7.92% loss contrasts with its 3 and 5 year total shareholder returns of 17.56% and 18.10%, suggesting...

Globe Life stock in focus Globe Life (GL) is back on investors’ radar after recent share price moves, with the stock closing at US$135.11 and shorter term returns showing mixed performance over the past week and month. See our latest analysis for Globe Life. Recent share price returns have been soft, with a 6.27% 1 month share price decline and a 2.39% year to date share price decline. Longer term total shareholder returns of 4.97% over 1 year and 42.48% over 5 years point to steadier...

Oxford Industries (OXM) has just posted full year 2026 numbers that show fourth quarter revenue of US$374.5 million and a net loss of US$7.1 million, with basic EPS at a loss of US$0.48. Trailing 12 month revenue sits at about US$1.48 billion against a trailing net loss of US$27.9 million and loss per share of US$1.86. Over recent quarters, total revenue has moved between US$307.3 million and US$403.1 million, while quarterly basic EPS has ranged from a profit of US$1.72 to a loss of US$4.28...

Cirrus Logic (CRUS) has drawn investor attention after recent share price moves, with the stock roughly flat over the past month but showing a gain of about 19% over the past 3 months. See our latest analysis for Cirrus Logic. Looking beyond the recent pullback, Cirrus Logic’s 7 day share price return of 5.38% and 90 day share price return of 18.63% sit alongside a 1 year total shareholder return of 44.10%. This suggests that momentum has been building over time. If you are interested in...

Brighthouse Financial (BHF) is back on investors’ radar after a recent share move. The stock is trading around $59.98, with performance over the past month and past 3 months in focus. See our latest analysis for Brighthouse Financial. Recent price action has softened, with a 90 day share price return of a 7.51% decline and a year to date share price return of a 7.11% decline. However, the 1 year total shareholder return of 4.22% and 3 year total shareholder return of 35.98% indicate that...

Q1 2026 revenue guidance and annual filing set the scene Marex Group (MRX) has put fresh numbers on the table, guiding Q1 2026 revenue to US$667 million to US$697 million, compared with US$467 million in Q1 2025, alongside filing its 2025 annual report. See our latest analysis for Marex Group. The guidance appears to have caught investors’ attention, with Marex Group’s 1-day share price return of 5.94% and 7-day share price return of 21.48% lifting the stock to US$42.96. The 1-year total...

What recent performance suggests about Lam Research stock Lam Research (LRCX) has seen mixed share performance recently, with a 0.1% decline over the past day and a 7.4% drop over the past week, alongside a 15.3% pullback over the past month. That shorter term weakness sits against much stronger longer term returns. Total shareholder return has been around 193% over the past year and roughly 3.1x over three years. This has prompted fresh attention on whether the current US$211.41 price still...

Estée Lauder Companies (NYSE:EL) has confirmed discussions about a potential business combination with Puig that could create one of the largest listed beauty firms globally. The company has also agreed to acquire the remaining interests in Indian luxury beauty brand Forest Essentials, moving toward full ownership. These developments arrive while Estée Lauder works through ongoing turnaround efforts and reassesses its global footprint. For shareholders watching NYSE:EL at a current share...

In March 2026, Itron, Inc. expanded its grid solutions footprint by supporting Ausgrid’s rollout of the IntelliFLEX LV DERMS platform in Australia and deepening its AI-powered distributed intelligence collaboration with NVIDIA for real-time grid-edge monitoring and anomaly detection. Together, these moves highlight Itron’s push toward higher-value software, analytics, and grid management capabilities that address increasingly complex reliability and safety needs for utilities. We’ll now...

Wondering if ASML Holding at around US$1,302 a share still offers value or if the easy gains are behind it? This article walks through the numbers so you can judge that for yourself. The stock has returned 11.9% year to date, 94.5% over the last year, and 112.7% over five years, but it has also seen a 1.1% pullback over the last week and a 14.7% decline over the last month. These recent moves come against a backdrop of ongoing attention on ASML Holding as a key supplier to the semiconductor...

Earlier in 2026, TransMedics Group reported US$727–US$757 million in 2026 revenue guidance, a higher operating margin of 13% in the latest quarter, and secured full FDA IDE approval for its ENHANCE Heart trial as it expands its National OCS Program to nearly 30% of U.S. transplant procedures. Beyond device sales, TransMedics is moving toward a vertically integrated transplant platform that could become embedded in the federal transplant ecosystem by 2027, potentially reshaping how multiple...

GameStop (GME) remains in focus for retail investors after recent trading volatility, with the stock last closing at US$22.10. Recent returns show a 2% decline over the past week and a 9% decline over the past month. See our latest analysis for GameStop. The recent 2% 7 day share price return and 9% 30 day share price return contrast with a 7.2% year to date share price return and a modest 2.9% 1 year total shareholder return. This suggests that momentum has cooled after earlier gains. If you...

Oracle (NYSE:ORCL) has signed a major office lease in Nashville to support thousands of new tech jobs. The expanded presence is intended to make Nashville a key hub for cloud and AI work within Oracle. Oracle also entered a multi year agreement to host Veritone's AI platforms on Oracle Cloud Infrastructure. The partnership brings Veritone's AI solutions onto Oracle's cloud to serve customers across multiple industries. For investors watching Oracle's cloud and AI initiatives, the Nashville...