U.S. Software Stock News

Lam Research (LRCX) just caught investors attention after a cluster of upbeat Wall Street calls tied its future even more tightly to AI driven chip spending and a potential equipment upcycle. See our latest analysis for Lam Research. Those upbeat calls are landing on a stock that already has strong momentum, with Lam’s share price up 22.9 percent over the past month and a 141.9 percent year to date share price return, alongside a 1 year total shareholder return of 139.7 percent. This signals...

Rapport Therapeutics (RAPP) just joined the S&P Pharmaceuticals Select Industry Index, a move that can quietly reshape its shareholder base as index funds and sector ETFs adjust their holdings. See our latest analysis for Rapport Therapeutics. The index inclusion caps a strong run for Rapport, with a 19.7% 3 month share price return and 73.5% year to date share price return at the latest $31.9 close, alongside a 76.9% 1 year total shareholder return that signals building momentum. If this...

Earlier in December 2025, Erie Indemnity Company’s Board approved a 7.1% increase in the regular quarterly cash dividend, lifting Class A payouts to US$1.4625 per share and Class B payouts to US$219.375 per share, effective for the dividend payable on January 21, 2026, to shareholders of record on January 6, 2026. This higher dividend signals management’s confidence in Erie Indemnity’s cash generation and emphasizes returning more income to shareholders through regular distributions. Next,...

Ollie's Bargain Outlet Holdings (OLLI) just paired a strong third quarter with a guidance bump, signaling that management sees its off price playbook working and expects that momentum to carry through 2025. See our latest analysis for Ollie's Bargain Outlet Holdings. That stronger third quarter and fresh guidance raise come after a choppier stretch, with a 30 day share price return of minus 11.16 percent but a powerful three year total shareholder return of 138.21 percent that suggests longer...

Newmark Group (NMRK) just doubled down on its global ambitions by opening a flagship office in Seoul and adding senior leadership in both Korea and the Middle East, moves that quietly reshape its long term growth story. See our latest analysis for Newmark Group. Those international hires and the new Seoul office come on the heels of marquee mandates like advising on Scholastic’s $386 million New York headquarters sale leaseback, and the market seems to be noticing, with Newmark’s share price...

Kohl's has recently attracted attention as a meme stock even as it contends with declining sales, thin profit margins, and a strained balance sheet that forced a 75% dividend cut earlier this year. Despite trading on a P/E ratio well below the broader retail industry, Kohl's low quick ratio and heavy interest burden highlight persistent concerns about its financial resilience amid fierce competition from Walmart, Costco, and Target. We’ll now examine how Kohl’s dividend cut and balance sheet...

Earlier in December, Terns Pharmaceuticals reported positive Phase 1 results for its chronic myeloid leukemia candidate TERN-701, including a 64% major molecular response rate and a 75% response rate at doses of 320 mg and above over 24 weeks, supporting advancement into Phase 2 trials. This progress underscores how TERN-701 is emerging as a central pillar of Terns’ pipeline, potentially reshaping the company’s future clinical focus. We will now examine how the encouraging TERN-701 Phase 1...

RAPT Therapeutics (RAPT) has been back on traders’ screens after TD Cowen kicked off coverage with a positive stance, following upbeat Phase 2 data for ozureprubart and fresh FDA clearance for a Phase 2b food allergy trial. See our latest analysis for RAPT Therapeutics. That backdrop has helped fuel a sharp re-rating, with the stock delivering a 179.68 percent year to date share price return and a 162 percent one year total shareholder return, even as the five year total shareholder return...

Earlier this month, Viasat announced it has unified its own Ka-band satellites, the Global Xpress fleet, and select partner satellites into a single global Ka-band network for government and military users, enabling seamless roaming, higher data rates up to 200 Mbps, and interoperability with MILSATCOM across air, land, and sea missions. This integrated Ka-band platform, incorporating ultra-high-capacity ViaSat-3 satellites and common ground architecture, effectively turns Viasat’s...

On December 11, 2025, Centessa Pharmaceuticals announced that Mario Alberto Accardi PhD will become CEO and join the Board on January 1, 2026, while current CEO Saurabh Saha MD PhD will step down and move into an advisory role. This leadership transition elevates the head of Centessa’s orexin program, now the company’s primary focus, potentially sharpening its execution around orexin-based therapies. We’ll now examine how putting the orexin program leader in the CEO role may influence...

Prologis (PLD) has quietly rewarded patient investors, with the stock up about 27% over the past year and roughly 23% year to date, as demand for logistics space continues to support its cash flows. See our latest analysis for Prologis. That steady climb in the share price to about $127.59, backed by an 11.49% 3 month share price return and a 1 year total shareholder return of 26.88%, suggests investors are steadily rewarding Prologis for its resilient logistics demand story rather than...

Alphabet stock: steady gains invite a closer look Alphabet (GOOGL) has quietly added about 4% over the past month and roughly 23% in the past 3 months, enough to make long term investors ask whether this climb still has room to run. See our latest analysis for Alphabet. Those gains sit on top of a powerful backdrop. The share price is up strongly year to date, and the one year total shareholder return is also robust, signaling that momentum is still very much intact around Alphabet’s growth...

Recently, Simply Good Foods’ CEO Geoff E. Tanner saw his 2025 compensation rise to an estimated US$4,330,633, alongside insider share purchases and shifting institutional positions that highlight evolving confidence levels in the business. At the same time, Bernstein reaffirmed Simply Good Foods as one of its top picks ahead of Q1 2026 results, citing stronger U.S. scanner sales trends than current consensus expectations are assuming. We’ll examine how Bernstein’s reaffirmed bullish stance,...

In recent weeks, Fluence Energy has faced analyst downgrades and an AI-related sector selloff, even as it reported a record US$1.40 billion in Q4 orders and grew its total backlog to US$5.30 billion by September 30. This tension between valuation concerns and a heavily pre-sold revenue base highlights how quickly sentiment can swing for companies tied to data center and grid-storage demand. With analysts questioning whether enthusiasm for AI-driven storage demand is premature, we’ll now...

In December 2025, Synopsys reported past fourth-quarter 2025 results showing revenue rising to US$2,254.86 million while net income fell to US$448.7 million, and issued guidance for fiscal 2026 calling for US$9.56–9.66 billion in revenue and GAAP EPS of US$2.49–2.90. A series of securities fraud class action lawsuits now allege Synopsys misled investors about how its AI-focused strategy affects the economics of its Design IP business, putting its AI growth narrative under legal...

Codere Online Luxembourg (NasdaqCM:CDRO) has reported its H1 2025 results with total revenue of about €203.9 million over the trailing twelve months and basic EPS of €0.02, supported by net income of just over €1.0 million. The company has seen revenue move from €189.1 million to €203.9 million on a trailing twelve month basis, while EPS has shifted from a loss of €0.05 to a modest profit of €0.02. This highlights how small changes in profitability can meaningfully affect margins in this kind...

ImmunityBio recently reported that its immunotherapy ANKTIVA, used with standard BCG, showed sustained disease-free and progression-free survival with a favorable safety profile in BCG-unresponsive non-muscle invasive bladder cancer, while the European Medicines Agency recommended conditional marketing authorization for ANKTIVA plus BCG in the EU for carcinoma in situ. Together with the appointment of industry veteran Bruce Wendel to the board, these advances deepen ImmunityBio’s clinical...

If you are wondering whether Dominion Energy is quietly trading at a discount or just fairly priced for its future, this breakdown will help you decide whether the current share price still offers value. The stock has slipped around 4.4% over the last week and 6.9% over the past month, but it is still up 5.2% year to date and 11.7% over the past year. This mix hints at shifting sentiment around both its growth prospects and risk profile. Recent headlines have focused on Dominion's ongoing...

Woodward (WWD) has quietly turned into one of the market’s stronger compounders this year, with the stock climbing over the past month and the past 3 months as earnings and cash generation keep improving. See our latest analysis for Woodward. That momentum is not a flash in the pan, with Woodward’s 30 day share price return near 20 percent and its three year total shareholder return above 240 percent underscoring how steadily sentiment has swung in its favor. If Woodward’s run has you...

Take-Two Interactive Software (TTWO) is back in the spotlight after fresh commentary around Grand Theft Auto VI and a packed release slate reignited interest in the stock and its long term earnings trajectory. See our latest analysis for Take-Two Interactive Software. That backdrop helps explain why the share price, now at $248.58, has delivered a robust year to date share price return, while the three year total shareholder return suggests momentum is still very much building around the GTA...

In December 2025, Live Nation announced it had taken over operations of Thailand's Impact Arena, committing to major infrastructure, hospitality, and production upgrades alongside founding developer Bangkok Land to enhance the concert experience for fans, artists, and brands. This move strengthens Live Nation's presence in the growing Asian live entertainment market by turning Impact Arena into a flagship destination for global touring acts and local talent while enabling more frequent...

If you are wondering whether Circle Internet Group is still worth buying after its run up, you are not alone. This stock has quickly moved onto a lot more radar screens. The share price has jumped 15.3% over the last week and 22.0% over the past month, even though it is only up 4.5% year to date. This combination hints at shifting expectations and a possible re rating story. Recent headlines have zeroed in on Circle Internet Group expanding its footprint in digital payments infrastructure...

On 13 December 2025, Trimble Inc. was added to the S&P Software & Services Select Industry Index and removed from the S&P Technology Hardware Select Industry Index, marking a formal shift in how the company is classified within S&P’s industry framework. This reclassification highlights Trimble’s evolution toward software and services, aligning its index exposure more closely with its growing focus on recurring, cloud-based solutions. We’ll now examine how Trimble’s move into the S&P Software...

Wondering if American Water Works Company is fairly priced or if the market is missing something? You are not alone. This is a classic steady compounder that often flies under the radar. The stock is up 6.3% year to date and 7.1% over the last 12 months, even though the past 3 and 5 year returns are still slightly negative. That hints that sentiment may be turning after a long cool down. Recently, investors have focused on American Water Works expanding regulated infrastructure projects and...