U.S. Software Stock News

Earnings catalyst and shifting sentiment Boston Scientific (BSX) is back in focus after its latest earnings report, where solid year over year growth sat alongside softer electrophysiology and Watchman trends, prompting more cautious sentiment and several analyst target cuts. See our latest analysis for Boston Scientific. At a share price of US$76.27, Boston Scientific has seen a 30 day share price return of 21.89% and a year to date share price return decline of 19.47%. The 5 year total...

Immunocore Holdings plc announced that Executive Vice President of Research and Development Dr. David Berman will leave on February 27, 2026, and the company will promote Chief Medical Officer Dr. Mohammed Dar and Head of Regulatory Sciences Mark Moyer to expanded Executive Vice President roles instead of hiring a direct replacement. This shift concentrates clinical development and regulatory leadership in long-tenured internal executives who have already guided KIMMTRAK® and multiple other...

Bank of New York Mellon Corporation (BK) stock is back in focus after BNY and FOMO Pay agreed to use BNY’s Virtual Reference Number solution to support same-day settlement of eligible USD cross-border payments. See our latest analysis for Bank of New York Mellon. BNY’s push into faster cross-border payments with FOMO Pay comes on top of fresh marketing and client initiatives, including a new Formula 1 partnership and recent leadership changes. It also coincides with a 90-day share price...

In late January 2026, Colgate-Palmolive reported fourth-quarter 2025 results showing sales rising to US$5,230 million while moving from a US$739 million net profit to a US$37 million net loss, alongside a swing from earnings per share to a US$0.05 loss per share. Despite this loss, management issued guidance for 2026 calling for modest net and organic sales growth, gross margin expansion, double-digit earnings per share growth, and higher advertising investment while exiting its private...

Ocular Therapeutix reported its fourth-quarter and full-year 2025 results on 5 February 2026, with quarterly revenue falling to US$13.25 million and annual revenue to US$51.95 million, alongside wider annual net losses versus the prior year. Amid this weaker top line, the company still reported loss per share in line with the prior-year quarter and moved ahead with key clinical programs and a new equity plan for employee incentives. Next, we’ll examine how the revenue shortfall against...

What recent performance says about Fastly (FSLY) Fastly (FSLY) has caught investor attention after a single-day move of about 7.7%, contrasting with weaker returns over the past month and past 3 months, and a negative 1-year total return. See our latest analysis for Fastly. That 7.66% one-day share price gain to $8.57 comes after a more extended period of weaker momentum, with a 90-day share price return of a 28.52% decline and a 1-year total shareholder return of a 19% loss. This suggests...

In January, KeyBanc revised its view on Revolve Group after management emphasized progress on tariff mitigation, assortment diversification, and improving profitability. Management also highlighted broader use of artificial intelligence across design and back-office operations, aiming to speed decisions and reduce costs throughout the business. Next, we will examine how Revolve Group’s expanded use of artificial intelligence could influence its broader investment narrative. Capitalize on...

Why Sezzle’s CFO transition is drawing investor attention Sezzle (SEZL) has appointed Lee Brading as Chief Financial Officer, effective February 1, 2026, succeeding retiring CFO Karen Hartje. Hartje will stay on as a consultant to support continuity. See our latest analysis for Sezzle. Investors appear to be reacting to the CFO transition and Sezzle’s recent execution, with a 1-day share price return of 13.76% lifting the stock to US$67.71. This comes alongside a 1-year total shareholder...

Mid-America Apartment Communities has reported past fourth-quarter and full-year 2025 results showing slightly higher sales of US$555.56 million for the quarter and US$2.21 billion for the year, but meaningfully lower net income of US$57.57 million and US$446.91 million respectively versus the prior year. Alongside earnings, the company entered into a past US$53 million class action settlement agreement and outlined 2026 diluted EPS guidance of US$4.11 to US$4.47, while also completing a...

Atmos Energy Corporation reported past first-quarter 2026 results with sales and revenue of US$1,342.59 million, net income of US$402.96 million, and diluted earnings per share from continuing operations of US$2.44, while also affirming full‑year 2026 earnings guidance of US$8.15–US$8.35 per diluted share. The Board further underscored the company’s long-running income profile by declaring a US$1.00 quarterly dividend, marking the 169th consecutive quarterly payout to shareholders. With...

Earlier this month, Palantir Technologies reported fourth-quarter 2025 results showing revenue of US$1.41 billion and net income of US$608.68 million, alongside full-year 2025 revenue of US$4.48 billion and net income of US$1.63 billion, and issued 2026 guidance calling for revenue between US$7.18 billion and US$7.20 billion with GAAP profitability in every quarter. At the same time, Cognizant announced a partnership to embed Palantir’s Foundry and Artificial Intelligence Platform into its...

Enterprise Financial Services (EFSC) has drawn fresh attention after reporting higher fourth quarter net interest income and net income year over year, alongside a higher common dividend and declared preferred stock payouts. See our latest analysis for Enterprise Financial Services. The recent earnings update, higher common dividend and ongoing buyback activity appear to align with improving sentiment, with the share price at $59.89 and a 30 day share price return of 9.21%, while the 5 year...

PulteGroup (PHM) has just filed an omnibus shelf registration covering multiple securities, including common and preferred shares, senior subordinated debt, warrants and stock purchase units, giving the homebuilder flexible access to future financing options. See our latest analysis for PulteGroup. The filing lands after a busy spell for PulteGroup, with the board affirming a quarterly dividend of $0.26 per share, recent buybacks totaling $300 million in Q4 2025, and plans to exit off site...

Korn Ferry recently announced it has become a Founding Partner and the Official Talent & Organizational Consulting Partner of the LA28 Olympic and Paralympic Games, working with LA28 and Team USA to hire, onboard, and develop a nearly 5,000-person workforce. This partnership gives Korn Ferry a rare opportunity to showcase its full talent and leadership consulting capabilities on one of the world’s most visible stages. We’ll now examine how Korn Ferry’s LA28 partnership, particularly its role...

Boyd Gaming (BYD) is back in focus after reporting fourth quarter results that topped analyst expectations on adjusted profit and revenue, even as operating margins tightened and the company recorded US$31 million in asset impairment charges. See our latest analysis for Boyd Gaming. Despite the Q4 earnings beat, Boyd Gaming’s recent share price has cooled, with a 30 day share price return of 5.32% and a year to date share price return of a 3.42% decline, while the 1 year total shareholder...

Recent partnership news around Instacart’s enterprise platform is back in focus for Maplebear (CART) after the company powered Costco’s new same-day delivery sites in France and Spain and expanded tools for Allegiance retailers. See our latest analysis for Maplebear. These enterprise wins come as Maplebear’s share price trades at US$34.64, with a 7 day share price return of 8.37% decline and a year to date share price return of 21.11% decline. Its 1 year total shareholder return of 31.16%...

Skyworks Solutions recently reported past first-quarter 2026 results showing sales of US$1,035.4 million and net income of US$79.2 million, alongside confirming a US$0.71 per-share dividend and completing a US$837.68 million buyback of 12,695,909 shares announced in February 2025. The company also issued March-quarter revenue guidance of US$875 million to US$925 million, highlighting resilient Broad Markets demand even as Mobile is expected to decline sequentially in line with historical...

Acadian Asset Management Inc.'s ( NYSE:AAMI ) dividend will be increasing from last year's payment of the same period...

NBT Bancorp Inc. reported past fourth-quarter 2025 results with net interest income of US$135.44 million and net income of US$55.51 million, alongside a higher full-year 2025 profit versus 2024 and announced a first-quarter 2026 dividend of US$0.37 per share. The board’s decision to lift the quarterly dividend for a thirteenth consecutive year, alongside ongoing share repurchases, highlights a continued emphasis on shareholder returns. Next, we’ll examine how this earnings improvement and...

RXO (RXO) shares are reacting to a busy update, as the freight broker reported a wider fourth quarter loss and a revenue decline, along with a new US$450 million asset based revolving credit facility and a US$12 million goodwill impairment. See our latest analysis for RXO. Despite the softer freight backdrop and the larger fourth quarter loss, RXO's recent momentum has been strong, with a 90 day share price return of 38.75% and a year to date share price return of 31.62%. However, the 1 year...

The J. M. Smucker Company has appointed Katie Williams as Chief Marketing Officer, effective March 9, succeeding retiring CMO Gail Hollander, who will stay on in an advisory capacity until April 30. Williams’ background leading marketing for brands such as Advil, Sensodyne, Tums, and Centrum signals a stronger emphasis on brand-building expertise. We’ll now examine how bringing in a seasoned consumer health marketer could influence J. M. Smucker’s investment narrative and growth...

Walmart (NasdaqGS:WMT) has reached a US$1 trillion market capitalization, joining a small group of globally significant companies. The move reflects investor focus on its e-commerce operations, AI use, and new retail formats across its business. This milestone marks Walmart as the first large brick and mortar retailer to reach a US$1 trillion valuation. For you as an investor, Walmart is no longer just a big box retailer. The company now spans in store retail, e-commerce, and technology...

Ubiquiti (UI) drew investor focus after reporting record fiscal second quarter results, with sales of US$814.87 million, higher net income and earnings per share, along with a declared US$0.80 per share cash dividend. See our latest analysis for Ubiquiti. The strong fiscal second quarter update and dividend declaration have coincided with a sharp re-rating in the stock, with an 8.04% 1 day share price return, 14.22% 7 day share price return and 9.90% year to date share price return. At the...

MDU Resources Group recently reported its fourth-quarter and full-year 2025 results, showing relatively steady sales alongside higher quarterly net income, while full-year earnings per share declined even as continuing operations earnings per share edged higher. The company also issued 2026 earnings guidance of US$0.93 to US$1.00 per share and highlighted large capital investments, including a 49% stake in the Badger Wind Farm, which helped drive a 16% increase in its utility rate base and...