U.S. Software Stock News

Brighthouse Financial (BHF) is back on investors’ radar after a recent share move. The stock is trading around $59.98, with performance over the past month and past 3 months in focus. See our latest analysis for Brighthouse Financial. Recent price action has softened, with a 90 day share price return of a 7.51% decline and a year to date share price return of a 7.11% decline. However, the 1 year total shareholder return of 4.22% and 3 year total shareholder return of 35.98% indicate that...

Q1 2026 revenue guidance and annual filing set the scene Marex Group (MRX) has put fresh numbers on the table, guiding Q1 2026 revenue to US$667 million to US$697 million, compared with US$467 million in Q1 2025, alongside filing its 2025 annual report. See our latest analysis for Marex Group. The guidance appears to have caught investors’ attention, with Marex Group’s 1-day share price return of 5.94% and 7-day share price return of 21.48% lifting the stock to US$42.96. The 1-year total...

What recent performance suggests about Lam Research stock Lam Research (LRCX) has seen mixed share performance recently, with a 0.1% decline over the past day and a 7.4% drop over the past week, alongside a 15.3% pullback over the past month. That shorter term weakness sits against much stronger longer term returns. Total shareholder return has been around 193% over the past year and roughly 3.1x over three years. This has prompted fresh attention on whether the current US$211.41 price still...

Estée Lauder Companies (NYSE:EL) has confirmed discussions about a potential business combination with Puig that could create one of the largest listed beauty firms globally. The company has also agreed to acquire the remaining interests in Indian luxury beauty brand Forest Essentials, moving toward full ownership. These developments arrive while Estée Lauder works through ongoing turnaround efforts and reassesses its global footprint. For shareholders watching NYSE:EL at a current share...

In March 2026, Itron, Inc. expanded its grid solutions footprint by supporting Ausgrid’s rollout of the IntelliFLEX LV DERMS platform in Australia and deepening its AI-powered distributed intelligence collaboration with NVIDIA for real-time grid-edge monitoring and anomaly detection. Together, these moves highlight Itron’s push toward higher-value software, analytics, and grid management capabilities that address increasingly complex reliability and safety needs for utilities. We’ll now...

Wondering if ASML Holding at around US$1,302 a share still offers value or if the easy gains are behind it? This article walks through the numbers so you can judge that for yourself. The stock has returned 11.9% year to date, 94.5% over the last year, and 112.7% over five years, but it has also seen a 1.1% pullback over the last week and a 14.7% decline over the last month. These recent moves come against a backdrop of ongoing attention on ASML Holding as a key supplier to the semiconductor...

Earlier in 2026, TransMedics Group reported US$727–US$757 million in 2026 revenue guidance, a higher operating margin of 13% in the latest quarter, and secured full FDA IDE approval for its ENHANCE Heart trial as it expands its National OCS Program to nearly 30% of U.S. transplant procedures. Beyond device sales, TransMedics is moving toward a vertically integrated transplant platform that could become embedded in the federal transplant ecosystem by 2027, potentially reshaping how multiple...

GameStop (GME) remains in focus for retail investors after recent trading volatility, with the stock last closing at US$22.10. Recent returns show a 2% decline over the past week and a 9% decline over the past month. See our latest analysis for GameStop. The recent 2% 7 day share price return and 9% 30 day share price return contrast with a 7.2% year to date share price return and a modest 2.9% 1 year total shareholder return. This suggests that momentum has cooled after earlier gains. If you...

Oracle (NYSE:ORCL) has signed a major office lease in Nashville to support thousands of new tech jobs. The expanded presence is intended to make Nashville a key hub for cloud and AI work within Oracle. Oracle also entered a multi year agreement to host Veritone's AI platforms on Oracle Cloud Infrastructure. The partnership brings Veritone's AI solutions onto Oracle's cloud to serve customers across multiple industries. For investors watching Oracle's cloud and AI initiatives, the Nashville...

BeOne Medicines overview BeOne Medicines (ONC) has drawn investor attention after a recent period of mixed share performance, including a 2.2% move over the past day alongside declines over the past month and past 3 months. See our latest analysis for BeOne Medicines. The recent 2.2% 1 day share price gain to around $283.03 comes after a weaker 30 day share price return of a 19.65% decline. The 1 year total shareholder return of 5.85% and 3 year total shareholder return of 31.32% suggest...

Everest Group (NYSE:EG) has agreed to sell 100% of Everest Insurance Company of Canada to The Wawanesa Mutual Insurance Company. Following the announcement, AM Best placed Everest Canada’s financial strength and credit ratings under review with negative implications. The proposed transaction is subject to regulatory approvals and closing conditions, adding timing and execution uncertainty for investors and policyholders. Everest Group is a global reinsurance and insurance provider, and its...

Why American Airlines Group (AAL) is on investors’ radar American Airlines Group (AAL) has been drawing attention after a challenging stretch for the share price, with returns over the past month and past 3 months both in negative territory. See our latest analysis for American Airlines Group. At a share price of $10.30, American Airlines Group has seen weak momentum recently, with a 30-day share price return of 22.67% and a year to date share price return of 33.46%, while the 1-year total...

Earlier this week, a Federal Energy Regulatory Commission ruling set a new 9.57% base return on equity for New England Transmission Owners, prompting analysts to reassess Eversource Energy’s near-term earnings outlook and capital plans. While the lower allowed return is expected to weigh on 2026 results, Eversource’s US$26.50 billion five-year investment program and continued shift toward fully regulated operations are central to how analysts view its longer-term earnings profile and...

In recent days, Constellation Brands agreed to acquire full ownership of Hop Wtr, a US hop-infused sparkling water made with adaptogens, reinforcing its presence in the no- and low-alcohol segment that management sees as aligned with consumer moderation and wellness trends. At the same time, analysts have highlighted pressure on Constellation’s core beer margins, with softer organic growth and lower returns on capital raising questions about how effectively the company can convert its...

Moderna (NasdaqGS:MRNA) has received European Medicines Agency approval for its mRNA flu vaccine, following efficacy data in older adults. In the U.S., the FDA initially declined to review the same vaccine application, despite positive clinical results cited by the company. Moderna’s CEO has warned that the company may scale back late-stage development in the U.S., pointing to concerns about regulatory and political pressures. The split between EU and U.S. regulators is raising questions...

Why Capital One Financial (COF) is on investors’ radar today Capital One Financial (COF) is drawing fresh attention after recent share price weakness, with the stock showing negative returns over the past week, month, and past 3 months despite a positive 1 year total return. See our latest analysis for Capital One Financial. With the latest share price at $176.10, the short-term picture is weak, as shown by a 1-month share price return decline of 14.43%, even though the 1-year total...

Verra Mobility, NasdaqCM:VRRM, is reporting long term sales growth alongside pressure on free cash flow margins. Recent quarterly results show weaker profitability, prompting questions about investment needs and cost control. Investor sentiment has cooled, with the share price at $13.88 and a 37.8% decline year to date. For shareholders, the story around Verra Mobility is no longer just about sales momentum. The stock is down 37.8% year to date and 31.3% over the past year, with the current...

In March 2026, Smithfield Foods reported higher fourth-quarter and full-year 2025 results, issued 2026 guidance for low-single-digit sales growth, announced a quarterly dividend of US$0.3125 per share, and outlined an agreement to acquire the Nathan's Famous packaged meats brand while continuing to evaluate additional M&A opportunities. A key takeaway for investors is Smithfield Foods’ record 2025 operating profit of US$1.30 billion and margin expansion to 8.6%, highlighting improved...

Earlier in 2026, Duolingo reported strong results with more than 50 million daily active users and solid margins, while announcing a shift to reinvest more heavily in AI-driven product development and user growth, targeting roughly 20% daily active user expansion and aiming for 100 million daily users by 2028. This decision to emphasize scale over near-term profitability, despite already very large user growth and robust free cash flow margins in recent years, raised questions about how the...

If you are wondering whether Hershey at around US$213.73 is still a fair deal or already pricing in a lot of optimism, you are asking the right question that this valuation focused piece will tackle. Over the past year the stock has returned 29.7%, with a 17.2% gain year to date, even as the last month shows a 6.9% decline and the last three years sit at a 8.7% loss. Recent coverage has highlighted Hershey's ongoing position as a major packaged foods name, and investors have been weighing...

Williams-Sonoma (NYSE:WSM) is launching its first major retail expansion in more than ten years, adding new and refreshed stores across key locations. The company is also rolling out a high-profile collaboration with lifestyle brand Hill House Home for its Pottery Barn Kids and Pottery Barn Teen banners. The expansion and partnership are positioned alongside Williams-Sonoma's existing digital and direct-to-consumer strengths. Williams-Sonoma, known for its home, kitchen, and specialty...

Rosen Law Firm has filed a class action lawsuit against Lufax Holding Ltd., accusing the company of misleading investors between April 7, 2023 and January 26, 2025 by allegedly misstating financial results and lacking adequate internal controls. The case centers on whether Lufax’s disclosures about its business and financial reporting had a reasonable basis, raising important questions about its governance and transparency practices. We’ll now examine how concerns over Lufax’s internal...

Spero Therapeutics (SPRO) closed FY 2025 with fourth quarter revenue of US$41.3 million and basic EPS of US$0.56, alongside trailing twelve month revenue of US$66.8 million and EPS of roughly US$0.15 that mark a shift into profitability over the period. Over recent quarters, the company has seen revenue range from US$5.4 million to US$41.3 million with quarterly EPS moving from a loss of about US$0.25 per share at the start of FY 2025 to a profit in the latest quarter, providing a clearer...

Bitgo Holdings FY 2025 Earnings Snapshot Bitgo Holdings (BTGO) just posted its FY 2025 results with third quarter revenue of about US$5.8 billion, Basic EPS of US$0.19 and net income of US$6.8 million. Trailing twelve month revenue stood at roughly US$11.1 billion with Basic EPS of US$1.49 and net income of US$57.1 million. The company has seen quarterly revenue move from US$817.8 million in FY 2024 Q3 to US$5.8 billion in FY 2025 Q3, and Basic EPS shift from US$0.11 in FY 2024 Q1 and Q2 to...