U.S. Software Stock News

A senior executive at Annaly Capital Management (NYSE:NLY) has sold company shares, according to a recent regulatory filing. The transaction involves insider ownership of the mortgage real estate investment trust and comes at a time when there is limited company specific news. Annaly Capital Management focuses on investing in mortgage related assets, a segment that is closely linked to interest rate policy, housing finance conditions, and broader credit markets. When an insider at a company...

CF Industries Holdings (CF) is back in focus after reporting fourth quarter and full year 2025 results, highlighted by higher sales, increased earnings per share, a US$76 million impairment charge, and completion of a US$340 million buyback. See our latest analysis for CF Industries Holdings. The latest earnings release and completed buyback appear to have kept momentum intact, with a 26.48% 90 day share price return and a 25.72% 1 year total shareholder return indicating interest has been...

CACI International (NYSE:CACI) has announced a planned acquisition of ARKA Group L.P., funded in part through a new senior notes offering. The company also reported that its Navy Spectral next generation shipboard electronic warfare system has secured production and deployment approval from the U.S. Navy. Both developments represent an expansion of CACI's role in defense technology and mission solutions. With CACI International shares recently closing at $610.17, the stock has logged a 4.1%...

Definium Therapeutics' lead asset, DT120 ODT, has received FDA Breakthrough Therapy Designation for generalized anxiety disorder. The company is approaching pivotal phase III readouts across multiple late stage trials and has launched a new phase II study in autism spectrum disorder. Definium is also increasing its commercial readiness by expanding leadership and building operational infrastructure as it moves toward a potential launch phase. For investors watching NasdaqGS:DFTX, this...

Strategy Inc, formerly MicroStrategy, has recorded its 100th Bitcoin purchase, reinforcing its Bitcoin treasury approach. Institutions including Anchorage Digital, Prevalon Energy, and OranjeBTC are adding Strategy’s STRC perpetual preferred stock to their treasuries. Strategy has become the most-shorted large-cap U.S. stock, with short interest building against its corporate Bitcoin treasury model. You are looking at a company, NasdaqGS:MSTR, that sits at the center of the Bitcoin and...

Why Trupanion’s latest results are back in focus Trupanion (TRUP) is back on investors’ radar after its full-year 2025 report showed about US$1b in subscription revenue, a return to profitability, and a 15% subscription-adjusted operating margin. The company also outlined expectations for 2026 that indicate higher total revenue, roughly 19% growth in adjusted operating income, and a continued emphasis on pricing and costs as pet owners face tighter budgets. See our latest analysis for...

Sunstone Hotel Investors (SHO) has wrapped up FY 2025 with fourth quarter revenue of US$237 million and basic EPS of US$0.02, setting the tone for a year where trailing 12 month revenue reached US$960 million and EPS came in at US$0.04. The company has seen revenue move from US$906 million and EPS of US$0.14 on a trailing 12 month basis at the end of Q4 2024 to US$960 million and EPS of US$0.04 by Q4 2025, while quarterly EPS across 2025 ranged between a small loss and a modest profit. For...

Liberty Live Holdings (LLYV.K) closed FY 2025 with Q4 revenue of US$134.6 million and basic EPS of US$1.94, alongside net income of US$178.6 million, while the trailing twelve months still show a loss with basic EPS at US$0.95 and net income of US$87.0 million on revenue of US$382.0 million. Over the past year, the company has seen quarterly revenue move between US$0 and US$185.7 million and basic EPS swing from a loss of US$2.10 per share in Q2 2025 to a profit of US$1.94 per share in Q4...

Large institutional investors, including Sustainable Growth Advisers, have recently initiated new positions in Sea (NYSE:SE). These moves reflect interest in Sea's integrated ecosystem across e commerce, payments and gaming in Southeast Asia. At the same time, concerns around competition from TikTok Shop and ongoing investment in logistics are weighing on sentiment and margins. Sea's share price sits at $108.45, with the stock showing a 65.1% gain over 3 years but a 52.8% decline over 5...

GE HealthCare Technologies (NasdaqGS:GEHC) received FDA clearance for three MRI systems and AI workflow tools, marking a new phase for its imaging portfolio. The company expanded its collaboration with BARDA to speed up AI-powered ultrasound solutions for trauma and emergency use. GE HealthCare also entered a commercial partnership with Gentuity to increase access to advanced cardiac imaging technologies in the U.S. GE HealthCare sits at the intersection of medical imaging, diagnostics, and...

Earlier this week, OLAPLEX Holdings, Inc. launched No.3PLUS Complete Repair Treatment, a three-minute pre-shampoo product using its patented Bond Building Technology™ and new Damage Defense Cationic Complex, supported by a “Science Never Looked So Good” campaign featuring Chloe Fineman and broad distribution across major retail and online channels. This new treatment extends OLAPLEX’s core bond-repair franchise into a faster, more convenient format, aiming to reinforce its science-led brand...

Macy's (NYSE:M) is laying off staff in New Jersey and reshaping key departments including fragrances and jewelry as part of a broad restructuring. The company has sold its Triangle Town Center store, changing its physical store footprint in that market. Macy's is launching a year long "Celebrations Start at Macy’s" customer engagement platform aimed at keeping shoppers connected across seasons and events. Macy's (NYSE:M), trading at $19.78, sits at an interesting point for investors...

Syndax Pharmaceuticals (SNDX) just closed out FY 2025 with Q4 revenue of US$68.7 million and a basic EPS loss of US$0.78. Trailing twelve month revenue was US$172.4 million, and basic EPS over that period was a loss of US$3.29. The company’s quarterly revenue moved from US$7.7 million in Q4 2024 to US$68.7 million in Q4 2025. Over the same stretch, quarterly basic EPS losses ranged from US$1.10 to US$0.70 to US$0.98. This keeps the focus squarely on how efficiently that revenue is being...

Why Landstar System Stock Is Back in Focus Landstar System (LSTR) has put out its 2025 10-K, flagging lower revenue and net income tied to softer freight demand and higher insurance costs. The filing also details buybacks, dividends, and a planned sale of its Mexican subsidiary. See our latest analysis for Landstar System. The 10-K arrives after a strong run in the shares, with the 90-day share price return of 24.54% far outpacing the 5.25% total shareholder return over the past year. This...

Apple (NasdaqGS:AAPL) plans a major U.S. manufacturing expansion, including Mac mini and AI server production at its Houston facility. The company has outlined a US$600b supply chain investment and related workforce and upskilling efforts in the United States. Apple is developing AI focused hardware such as smart glasses and camera equipped AirPods as part of a broader hardware push. Apple Pay is expected to launch in India by mid 2026 with local bank partnerships and UPI integration. For...

In recent weeks, Alaska Air Group secured a single operating certificate for Alaska Airlines and Hawaiian Airlines, while analysts highlighted its stronger-than-expected earnings, improved cost control, and operational discipline. This combination of operational progress and favorable analyst commentary has supported a more constructive view of Alaska Air Group’s earnings potential and business resilience, even as the airline industry remains cyclical and exposed to cost and demand...

Illumina (NasdaqGS:ILMN) has launched TruPath Genome, a whole genome offering focused on higher accuracy, efficiency, and resolving complex genomic regions. The company is partnering with Florida State University's pediatric rare disease lab to provide clinical sequencing services for children with suspected rare conditions. Together, these moves expand Illumina's presence in rare disease diagnostics and applied clinical genomics. For investors watching genomics, Illumina remains a central...

Renewed takeover speculation around CRISPR Therapeutics (NasdaqGM:CRSP) has intensified, with Vertex Pharmaceuticals cited in recent M&A blog coverage as a potential acquirer. Commentary also points to reported legal advisement engagements, suggesting active consideration of transaction options. The rumors have drawn fresh attention from both market participants and industry observers, putting potential corporate actions in sharper focus. CRISPR Therapeutics, focused on gene editing...

On February 25, 2026, The Bancorp Inc filed its annual 10-K report, outlining its focus on fintech solutions, specialty lending, and technology and AI investments to support its banking operations. The filing revealed that 91% of Bancorp’s total deposits come from its Fintech Solutions segment, underscoring both its concentration risk and its differentiated position as a fintech-focused bank. We’ll now examine how Bancorp’s heavy reliance on fintech-derived deposits, as detailed in the 10-K,...

Western Alliance Bancorporation recently filed its 2025 Form 10-K, detailing brand consolidation under Western Alliance Bank, capital actions in subordinated and preferred securities, and an ongoing emphasis on asset quality, deposit growth, and digital banking capabilities. These company initiatives have unfolded alongside broader market pressure tied to higher-than-expected inflation and shifting Federal Reserve rate expectations, which have amplified volatility for Western Alliance...

PDF Solutions (PDFS) is back on radar after the Brown Capital Management Small Company Fund added the stock in Q4 2025, citing its AI-focused analytics and semiconductor supply chain solutions as key attractions. See our latest analysis for PDF Solutions. At a share price of US$33.78, PDF Solutions has seen a 24.65% 90 day share price return and a 50.00% 1 year total shareholder return, suggesting momentum has picked up as investors respond to its AI and semiconductor supply chain story. If...

Cisco Systems (NasdaqGS:CSCO) has released an enterprise software product built entirely with AI generated code. The company plans to have at least six AI written products in its portfolio by the end of 2026. Cisco is pairing this AI push with a focus on safety and security standards across its new offerings. Cisco sits at the intersection of networking hardware, security and enterprise software, so a move to AI written products touches several of its core businesses. For investors watching...

What the recent share performance says about Green Brick Partners Green Brick Partners (GRBK) has seen mixed recent returns, with a 5.2% decline over the past day and 6.4% over the past week, while the stock is higher over the past month and past 3 months. See our latest analysis for Green Brick Partners. That recent 5.2% one-day share price decline and 6.4% 7-day share price pullback come after a 6.2% 1-month and 8.5% 3-month share price return, alongside a 16.5% year-to-date share price...

Paramount Skydance, NasdaqGS:PSKY, has agreed to acquire Warner Bros. Discovery in a cash and stock deal valued at $110b. The transaction follows a competitive bidding process that included Netflix and will fold assets such as CNN into the combined group. The company has outlined plans for broad cost savings and operational efficiencies across studios, streaming platforms and news operations. For investors watching NasdaqGS:PSKY, the deal comes against a backdrop of mixed long term share...