U.S. Software Stock News

In early March 2026, Bristol Myers Squibb reported positive interim Phase 3 SUCCESSOR-2 results for oral mezigdomide in relapsed or refractory multiple myeloma and secured U.S. FDA approval for Sotyktu (deucravacitinib) to treat adults with active psoriatic arthritis, expanding its presence in hematology and immunology. Together, these developments highlight Bristol Myers Squibb’s depth in targeted protein degradation and TYK2 inhibition, underscoring how its research platforms can translate...

Short-seller report and leadership upheaval put GPGI in focus A short-seller report on GPGI (GPGI) questioning the financials of its Husky Technologies acquisition, together with recent CEO and CFO resignations, has put leadership stability and deal execution under close investor scrutiny. See our latest analysis for GPGI. After the short seller report and leadership changes, the share price has retreated, with a 1 month share price return of 19% and a 7 day share price return of 10.4%,...

In early March 2026, Ashtead Group completed its U.S. redomiciliation, rebranded as Sunbelt Rentals Holdings, shifted its primary listing from the London Stock Exchange to the New York Stock Exchange, and replaced PwC UK with PwC US as its independent auditor for the fiscal year ending April 30, 2026. The move aligns the listed entity, governance structure and audit oversight with Sunbelt Rentals’ largely North American operations, potentially improving investor familiarity and access to...

Janus Henderson Group (NYSE:JHG) has rejected an unsolicited acquisition bid from Victory Capital. The board unanimously backed its earlier support for a transaction involving Trian Fund Management and General Catalyst instead. Directors cited execution risks and client reservations with the Victory Capital approach while reiterating confidence in the Trian and General Catalyst deal. Janus Henderson Group, a global asset manager, operates in a sector where scale, distribution reach, and...

Why Assured Guaranty (AGO) is on investors’ radar today Assured Guaranty (AGO) is drawing fresh attention after recent trading left the stock around $84.95, with returns over the past month and past 3 months both in negative territory. For investors, the current share level sits against a backdrop of annual revenue of about $832 million and net income of roughly $499 million, alongside mixed annual trends in revenue and net income growth. See our latest analysis for Assured Guaranty. While...

If you are wondering whether Texas Capital Bancshares is still reasonably priced at around US$92.16, you are not alone. The stock now sits at a level where valuation really starts to matter. The share price has recorded a 3.5% decline over the last 7 days and an 11.8% decline over the last 30 days, although it is still up 0.5% year to date and 30.1% over the past year, with a 66.1% return over 3 years and 6.2% over 5 years. Recent trading interest has been shaped by ongoing coverage of US...

Natera, Inc. recently reported full-year 2025 results, issued 2026 revenue guidance of US$2.62 billion to US$2.70 billion, filed a US$183.08 million employee stock offering shelf, and shared new clinical data on its Signatera test at the 2026 ASCO Genitourinary Cancers Symposium and multiple investor conferences. The new Signatera data in muscle-invasive bladder cancer, showing strong links between ctDNA/utDNA-based residual disease detection and patient outcomes, highlight how Natera’s...

What Snowflake’s Recent Performance Tells Investors Snowflake (SNOW) has attracted fresh attention after recent trading, with the share price closing at US$175.32. For investors, that level invites a closer look at how current fundamentals line up with recent returns. See our latest analysis for Snowflake. Recent trading has been choppy, with a 1 day share price return of a 4.11% decline contrasting with a 1 year total shareholder return of 16.96%. This suggests that shorter term momentum has...

Investors may be wondering whether RPM International is priced attractively right now, or if the market is missing something in its value story. The share price closed at US$102.05, with a 6.3% decline over 7 days, a 12.7% decline over 30 days and a 1.6% decline year to date, while the 1 year return sits at an 11.7% decline and the 3 and 5 year returns are 24.9% and 26.9% respectively. These recent moves come as investors continue to reassess established materials names like RPM...

Kimberly-Clark (NasdaqGS:KMB) has appointed Francesco Tinto as Chief Information & Global Business Services Officer. Tinto will lead technology transformation and business services integration in support of the company’s Powering Care strategy. His appointment is timed to align with Kimberly-Clark’s preparation for integrating its pending Kenvue acquisition. For a consumer products company like Kimberly-Clark, which is known for personal care and tissue brands, the link between technology,...

OFG Bancorp recently completed a fixed-income transaction, issuing US$200 million of fixed-to-floating rate subordinated, unsecured, callable notes due April 1, 2036 with a variable coupon. This type of subordinated debt can reshape the bank’s capital stack and future funding costs, influencing how it balances growth, risk, and regulatory capital needs. Now we’ll examine how this new US$200 million subordinated fixed-to-floating note issue may influence OFG Bancorp’s existing investment...

Polestar Automotive Holding UK (PSNY) has released detailed Life Cycle Assessments for its full vehicle line up, including the Polestar 5, spotlighting carbon footprint transparency and material choices that put environmental impact at the center of its product story. See our latest analysis for Polestar Automotive Holding UK. The latest carbon transparency push comes as the share price trades at US$17.03, with a 90 day share price return of 20.69% but a 1 year total shareholder return...

Recent share performance and business scale Asbury Automotive Group (ABG) has seen its share price move lower recently, with a 2.3% decline over the past day and deeper negative returns over the past week, month and past 3 months. Against that share price backdrop, the company reports annual revenue of US$18.0b and net income of US$492.0m, reflecting a sizeable U.S. automotive retail operation across dealerships and related service offerings. See our latest analysis for Asbury Automotive...

Disney has reshaped leadership at its core Experiences division, appointing Thomas Mazloum as chairman as Josh D'Amaro moves into the CEO role. The company has also adjusted its wider Experiences leadership team, aligning management with planned investment in parks, cruises, and consumer products. This leadership shift centers on Disney's largest and most profitable segment, which is expected to be central to future capital deployment and global expansion. For investors tracking NYSE:DIS,...

Third Avenue Small-Cap Value Fund recently put Kaiser Aluminum (KALU) in the spotlight after reporting quarterly financial results and progress on a multi year capacity expansion in aerospace and packaging. See our latest analysis for Kaiser Aluminum. At a share price of US$125.09, Kaiser Aluminum has seen a 90 day share price return of 17.53% and a year long total shareholder return of 91.11%. This suggests recent momentum following the fund's positive commentary and capacity expansion...

If you are wondering whether Synchrony Financial's current share price really reflects its underlying worth, you are not alone. This article is built to test that question head on. The stock closed at US$65.46, with a 1 year return of 28.2%, a 3 year return of 130.0% and a 5 year return of 73.6%. However, the shorter term picture shows a 7 day return of 4.7% decline, a 30 day return of 12.9% decline and a year to date return of 22.7% decline. Recent price moves sit against a backdrop of...

If you are wondering whether Installed Building Products is still good value after its strong run, the key question now is how its current share price lines up with what the underlying business may be worth. The stock trades at US$290.55, with returns of 8.6% year to date and 72.7% over the last year, although the past week and month show pullbacks of 10.8% and 11.7% that may have shifted how the market is pricing in its prospects and risks. Recent coverage around Installed Building Products...

If you are wondering whether Vornado Realty Trust's share price still reflects its underlying real estate portfolio, you are not alone. This article will focus squarely on what you might be paying for versus what you are getting. The stock closed at US$26.51, with returns of a 3.7% decline over the past week, a 15.2% decline over the past month, a 20.7% decline year to date, a 25.6% decline over 1 year, a 71.7% return over 3 years and a 33.4% decline over 5 years. Taken together, these...

Cheniere Energy (LNG) is back in focus after a Q4 2025 earnings beat and a new US$10b share repurchase program. This combination has sharpened investor attention on the stock. See our latest analysis for Cheniere Energy. Those Q4 results and the US$10b buyback sit alongside a very strong recent share price run, with a 30 day share price return of 15.32% and a 90 day gain of 27.40%. The 5 year total shareholder return of 243.11% points to sustained longer term momentum. If you are watching how...

McKesson Corporation has announced that long-serving Executive Vice President and CFO Britt Vitalone will retire from the CFO role on May 28, 2026, with former Sysco CFO Kenny Cheung set to assume the CFO position on May 29, 2026, while Vitalone remains as a strategic advisor through the planned separation of Medical Surgical Solutions. This CFO transition brings an external finance leader with restructuring and large-scale FP&A experience into McKesson at a time of ongoing portfolio...

Lattice Semiconductor (LSCC) just picked up Embedded Computing Design’s Best in Show award at embedded world 2026 for its PQC-ready MachXO5-NX TDQ FPGA family, putting quantum-resistant security squarely in focus for investors. See our latest analysis for Lattice Semiconductor. That award lands at a time when the stock has a 30 day share price return of 6.11% and a 90 day share price return of 16.94%, while the 1 year total shareholder return sits at 56.41%. This suggests momentum has picked...

Savara recently reported that the FDA’s Day 74 Letter for its MOLBREEVI Biologics License Application for autoimmune pulmonary alveolar proteinosis indicated no Advisory Committee meeting is planned and confirmed a PDUFA target action date of August 22, 2026, while European and U.K. marketing applications are also progressing. This combination of streamlined U.S. review signals and parallel regulatory filings in Europe and the U.K. underscores how central MOLBREEVI has become to Savara’s...

Ascribe Bio recently announced a multi-year research and development collaboration with Corteva to adapt its ascaroside-based Phytalix biofungicide technology for seed treatment, aiming to protect seedlings from early-season fungal diseases through seed-applied biological solutions. Together with Corteva’s upcoming Investor Day outlining the planned separation of its seed and genetics business, these moves point to a clearer focus on innovation in crop protection and advanced biologicals...

Allegiant Travel previously expanded its collaboration with Dollywood by adding “Flight #2925: Destination Dollywood,” a second themed flight from Orlando/Sanford to Knoxville in November 2026, bundling exclusive in-flight experiences, park access perks and discounted lodging at Dollywood’s resorts. This rapid follow-up to one of Allegiant’s fastest-selling flights highlights how experiential, partner-led promotions can deepen customer engagement and differentiate its leisure-focused...