U.S. Software Stock News

Baker Hughes (NasdaqGS:BKR) has partnered with Hydrostor to supply technology for advanced compressed air energy storage projects. The company signed a multiyear preferred provider agreement with Marathon Petroleum to supply hydrocarbon treatment solutions across US refineries. Baker Hughes also won multiple technology awards for the Wabash Valley Resources low carbon ammonia fertilizer plant in Indiana, covering hydrogen production, CO2 capture, and permanent sequestration equipment. Baker...

On February 10, 2026, Celsius Holdings, Inc. reported that two PepsiCo-designated directors resigned from its Board and were immediately replaced by senior PepsiCo executives Chrysso Jacoby and John Short, while Tony Guilfoyle moved from Chief Commercial Officer to Chief Customer Officer. This refresh deepens PepsiCo’s influence in Celsius’s boardroom and governance structure, potentially shaping how the company aligns with its key distribution partner. We’ll now examine how the deeper...

Earnings preview and why this quarter matters First American Financial (FAF) is in focus this Wednesday afternoon as it prepares to report earnings, with analysts looking for revenue of $1.78b, or 5.6% year on year growth, compared with 17.9% in the same quarter last year. With estimates holding steady over the past month, the upcoming release is less about surprise and more about how the title insurance and home warranty provider is currently converting a stabilizing real estate transaction...

KLA Corporation recently reported second-quarter 2025 results, posting revenue of US$3,297.15 million and net income of US$1,145.68 million, while its board declared a US$1.90 per share quarterly dividend payable on March 3, 2026, and confirmed third-quarter guidance for revenue of US$3.35 billion ± US$150 million and GAAP diluted EPS of US$8.07 to US$9.63. Alongside completing a very large share repurchase program totaling US$9.06 billion since mid-2022, these actions underline KLA’s focus...

WeShop Holdings introduced a two layer content moderation framework and a username reservation feature on its social commerce platform. The new tools are designed to support community led safety controls alongside internal review and to make onboarding smoother for new users. Username reservation aims to protect digital identity as the platform scales and more users look to secure their preferred handles. For investors watching NasdaqCM:WSHP, these product changes arrive after a sharp...

How Bank of N.T. Butterfield & Son (NYSE:NTB)'s FY 2025 Numbers Set the Stage Bank of N.T. Butterfield & Son (NYSE:NTB) has reported a clean set of FY 2025 numbers, with fourth quarter revenue of US$159.1 million and basic EPS of US$1.58 anchoring the latest release. Over the past year, the bank has recorded trailing twelve month revenue of US$606.7 million and basic EPS of US$5.71. This gives investors a fuller picture of how the quarterly performance fits within the broader trend. With a...

LPL Financial Holdings’ fourth-quarter 2025 results showed revenue of US$4,932.47 million and net income of US$300.72 million, while its board declared a US$0.30 per-share dividend that was paid on March 24, 2026 to shareholders of record on March 10, 2026. At the same time, the launch of advanced AI-powered tax and advisory tools raised concerns that automated solutions could pressure traditional wealth-management business models like LPL’s. We’ll now examine how investor anxiety over...

In early February 2026, Oracle detailed plans to raise US$45.00–US$50.00 billion through a mix of debt and equity to expand its cloud infrastructure, while simultaneously rolling out new AI agents and manufacturing features across its Fusion Cloud and deepening healthcare and life sciences integrations on Oracle Cloud Infrastructure. These moves tie Oracle more tightly to AI-heavy customers such as OpenAI, TikTok, and major life sciences and healthcare providers, while materially increasing...

What recent returns suggest about Cognex (CGNX) Cognex (CGNX) has delivered a 0.1% move over the past day, with gains of 6.7% over the past week and around 12% over the past month, leaving the shares near US$43.58. Over the past 3 months the stock shows a total return of about 14%, while the 1 year total return is roughly 11%. Longer term, 3 year and 5 year total returns sit in negative territory. See our latest analysis for Cognex. For Cognex, the recent 7 day and 30 day share price returns...

In early February 2026, MetLife, Inc. reported that fourth-quarter 2025 revenue rose to US$23,814 million while net income decreased to US$809 million, and it completed a US$1,101.49 million share repurchase covering 13,944,740 shares under its April 2025 buyback program. The combination of higher revenue but lower earnings, alongside ongoing capital returns through buybacks, gives investors a mixed view of MetLife’s operational performance and capital allocation priorities. Next, we’ll...

T. Rowe Price Group (TROW) has declared a quarterly dividend of $1.30 per share, a 2.36% increase. This marks 40 consecutive years of annual dividend growth and puts its income profile in focus for investors. See our latest analysis for T. Rowe Price Group. Despite the higher dividend, recent product launches, and earnings update, the share price at US$96.64 reflects a 30 day share price return of 9.94% and a 1 year total shareholder return decline of 6.66%. This suggests momentum has been...

Event context and why Hanover Insurance Group matters now Hanover Insurance Group (THG) is back on investors’ radars after recent trading left the shares with mixed short term performance, including a small gain over the past month and a decline over the past 3 months. At a last close of $174.42 and a reported intrinsic discount of 58.10%, the insurer’s valuation profile, alongside revenue of $6,594.4 and net income of $660.7, is drawing attention from investors comparing property and...

Alphabet’s recent performance at a glance Alphabet (GOOGL) has seen mixed share price moves recently, with a 1 day return of 1.77% decline and a 7 day return of 4.34% decline, while the past 3 months show 14.36% total return. Over longer horizons, the stock’s total return is 1.09% year to date, 74.19% over the past year, 2.31x over 3 years, and 2.03x over 5 years, giving investors a broad range of reference points. See our latest analysis for Alphabet. At a share price of US$318.58,...

Expand Energy (NasdaqGS:EXE) appointed Michael Wichterich as Interim CEO, replacing Nick Dell’Osso. The company is relocating its corporate headquarters from Oklahoma City to Houston to be closer to the U.S. energy hub. These moves mark a meaningful shift in leadership and operating base for the company, which is trading at $102.21 per share. For investors watching NasdaqGS:EXE, the leadership change comes after a mixed share price pattern, with a 35.3% return over three years and a 195.1%...

CNO Financial Group, Inc. reported past fourth-quarter 2025 revenue of US$1,143.1 million, up from US$1,097.2 million a year earlier, while net income fell to US$92.9 million and full-year earnings and earnings per share from continuing operations also declined despite slightly higher revenue. Alongside these results, CNO completed a long-running share repurchase program totaling 180,243,503 shares for about US$3.34 billions, underscoring continued capital return even as reported net income...

In recent days, J.B. Hunt Transport Services reported fourth-quarter earnings per share above analyst expectations, raised its quarterly dividend by 2.3%, and joined the Triumph Network to roll out automated payment solutions aimed at improving freight transaction efficiency. An interesting angle for investors is how J.B. Hunt’s push into automated payments aligns with its focus on operational efficiency and cost discipline across its logistics network. We’ll now examine how the earnings...

Recent backlash after Donald Trump reposted a racist video targeting Barack and Michelle Obama on Truth Social has pushed Trump Media & Technology Group (DJT) into focus. Investors are reassessing headline risk around the platform. See our latest analysis for Trump Media & Technology Group. At a share price of $11.25, Trump Media & Technology Group has seen pressure build recently, with a 30 day share price return of 21.93% decline and a 1 year total shareholder return of 62.92% decline,...

If you are wondering whether PG&E at around US$16.75 is still a smart place for your money, the key question is what you are really paying for today. The stock has moved recently, with returns of 9.2% over the last 7 days, 5.7% over the last month, 3.0% year to date, 7.0% over 1 year, 8.8% over 3 years and 43.6% over 5 years, which may have changed how the market views its risk and reward trade off. Recent headlines around PG&E have continued to focus on the company’s regulated utility role...

SiteOne Landscape Supply reported its fourth-quarter 2025 results, with sales rising to US$1,045.6 million and its quarterly net loss narrowing to US$9 million, while full-year sales reached US$4,704.8 million and net income increased to US$151.8 million. The company also improved its earnings per share from continuing operations for the full year, with diluted EPS rising from US$2.71 to US$3.37, underlining higher profitability on slightly higher revenue. We’ll now examine how this...

Ichor Holdings (ICHR) just wrapped up FY 2025 with Q4 revenue of US$223.6 million and a basic EPS loss of US$0.46, while trailing twelve month figures show revenue of US$947.7 million and a basic EPS loss of US$1.54. Over recent quarters, the company has seen quarterly revenue move between US$211.1 million and US$244.5 million, with basic EPS losses ranging from US$0.08 to US$0.67. This pattern keeps the focus squarely on how efficiently each dollar of sales is translating into earnings. With...

McKesson (NYSE:MCK) has completed its exit from European operations to focus on North American businesses. The company plans a spin-off of its medical-surgical segment as part of a broader portfolio reshaping. Oncology and specialty businesses, along with technology solutions, reported strong performance in Q3. Management raised full-year guidance following Q3 results, reflecting the new business mix and priorities. For you as an investor, McKesson now appears more concentrated around its...

If you are wondering whether Insmed at around US$148.55 is still a sensible entry or hold after a strong run, the key question is how that price compares with its underlying value. The share price has seen a 5.5% decline over the last 7 days and a 15.6% decline over the last 30 days, even though the 1 year return is 85.9% and the 3 year return is very large. Recent attention on Insmed has centered on its position in the pharmaceuticals and biotech space and how the market is weighing its...

MSCI Inc. recently reported fourth-quarter 2025 results showing sales of US$822.53 million and net income of US$284.67 million, alongside announcing a first-quarter 2026 dividend of US$2.05 per share and the completion of multi-billion-dollar share repurchase programs. At the UBS Financial Services Conference and through its latest index review, MSCI underscored its push into AI-enabled tools and high-profile index inclusions, reinforcing its role as a key infrastructure provider to global...

BETA Technologies (BETA) has drawn fresh attention after recent trading left the stock with a 1 day return of 0.30%, alongside negative moves over the past week, month, and past 3 months. See our latest analysis for BETA Technologies. The 0.30% 1 day share price return comes against a much weaker backdrop, with 7 day, 30 day, 90 day and year to date share price returns all firmly negative. This suggests recent momentum has been fading despite BETA Technologies trading at $16.77. If this shift...