U.S. Software Stock News

Mueller Industries (NYSE:MLI) is prioritizing a net cash position and tighter balance sheet management. The company is focusing on value added manufacturing and disciplined growth to limit expansion risks. Recent capital allocation decisions are aimed at preserving flexibility while still investing in the core business. Mueller Industries, a manufacturer serving plumbing, HVAC, and industrial markets, is leaning into its role as a value added producer rather than a pure commodity play. That...

In its latest quarterly update, SkyWater Technology reported revenue growth of 60.7% year over year and earnings per share far above analyst expectations, extending a streak of upside surprises on both metrics. An interesting twist is that despite this consistent operational outperformance, the stock still carries a Zacks Rank #3 (Hold), reflecting a more cautious stance in analyst estimate revisions. Next, we will examine how this continued earnings outperformance, despite a neutral analyst...

Why AppFolio Stock Is Back in Focus After Earnings AppFolio (APPF) is back on investor watchlists after its latest quarterly results, which paired 22% year-over-year revenue growth and 8% unit expansion with weaker value-added services revenue and cautious 2026 guidance. See our latest analysis for AppFolio. At a share price of US$178.41, AppFolio has seen pressure recently, with a 30 day share price return of 16.22% and a 90 day share price return of 28.05%, even though the three year total...

Coherent Corp. recently reported its second-quarter 2026 results, with sales rising to US$1,685.63 million and net income reaching US$146.72 million, alongside guidance for third-quarter revenue of US$1.70 billion to US$1.84 billion. Management linked this performance to strong AI-driven data center and communications demand, while analysts raised earnings estimates and industry awards highlighted Coherent’s position in advanced optical networking technologies. We’ll now examine how this...

MongoDB (MDB) drew fresh attention after a favorable research update from Goldman Sachs highlighted the company’s business fundamentals, its mission critical database role, and its AI product work, which has eased worries about AI related disruption. See our latest analysis for MongoDB. MongoDB’s recent 1 day share price return of 3.27% and 7 day share price return of 6.98% suggest momentum has picked up again after a 30 day share price return decline of 4.78%, while the 1 year total...

Why the new investigation matters for Quanex Building Products (NX) shareholders An investigation into Quanex Building Products (NX) has been launched after allegations that management did not fully disclose underinvestment and equipment issues at its Tyman Mexico facility, raising fresh questions about governance and integration execution. See our latest analysis for Quanex Building Products. Quanex Building Products’ recent 30 day share price return of 22.11% and 90 day share price return...

Robinhood Markets launched Robinhood Chain, its own Ethereum Layer-2 blockchain, as it pushes further into on-chain trading. The company is pairing this with a bigger move into prediction markets and tokenized assets, including a stake in a derivatives exchange and a planned joint venture with Susquehanna. The goal is to bring real-world assets like stocks and ETFs on chain with 24/7 trading, instant settlement, and self-custody. Robinhood Markets (NasdaqGS:HOOD) is making this move at a...

Ingersoll Rand (IR) has wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion and basic EPS of US$0.68, alongside trailing twelve month revenue of US$7.7 billion and EPS of US$1.46 that reflect the impact of a one off loss on profitability. The company has seen revenue move from US$1.90 billion and EPS of US$0.57 in Q4 2024 to US$2.1 billion and EPS of US$0.68 in Q4 2025, while trailing net margin has compressed from 11.6% to 7.6% as that US$273.4 million one time hit flows through...

Spire (SR) has come into focus after issuing US$400 million of 4.600% senior notes due 2031, aimed at refinancing existing debt and potentially supporting a Tennessee natural gas asset acquisition. See our latest analysis for Spire. Spire's refinancing move and recent quarterly results sit against a backdrop of building momentum, with a 1-month share price return of 11.08% and a 1-year total shareholder return of 29.51%. Longer term total shareholder returns over 3 and 5 years are also in...

Fiserv (FISV) is in the spotlight after its new CEO highlighted past underinvestment, operational issues, and reduced earnings guidance, along with an investor exit and mixed reactions to recent results and the new INDX product launch. See our latest analysis for Fiserv. At a share price of US$59.36, Fiserv’s recent 30 day share price return of 12.06% decline and year to date share price return of 9.5% decline contrast with a 1 year total shareholder return of 74.26% loss. This points to...

In the past week, Neurocrine Biosciences reported its fourth-quarter and full-year 2025 results, with revenue rising to US$805.5 million for the quarter and US$2.86 billion for the year, alongside higher net income and earnings per share versus 2024. The company also issued 2026 guidance calling for INGREZZA net product sales of US$2.70 billion to US$2.80 billion, underlining how this franchise and the newer CRENESSITY brand are shaping Neurocrine’s growth profile and funding a sizable...

What triggered the latest move in Cleveland-Cliffs (CLF)? Cleveland-Cliffs (CLF) is back in focus after reporting a sizeable quarterly and full year 2025 loss, weaker steel pricing, and ongoing margin pressure, followed by a sharp share price drop and fresh analyst caution. The company has described 2025 as a reset year, with investors weighing recent results, the CEO’s multimillion share sale, and downgrades that highlight earnings and market risks against management’s plans to improve...

KB Home stock in focus after recent share price gains KB Home (KBH) is back on many investors’ watchlists after the stock logged a 3.8% move in the latest session, along with gains over the past week, month and past 3 months. See our latest analysis for KB Home. That recent 3.75% 1 day share price move sits within a pattern of stronger momentum, with a 16.28% year to date share price return and a 94.69% three year total shareholder return suggesting the longer term story has been rewarding...

In recent days, Freeport-McMoRan has attracted heightened attention as analysts upgraded earnings estimates and assigned the stock a strong average brokerage recommendation near the Buy range. This wave of positive revisions has lifted the company’s consensus outlook, signaling that professional forecasters see meaningfully better profit potential than they did just a month ago. We’ll now examine how this uptick in analyst optimism and earnings estimate revisions could influence...

In February 2026, AppLovin Corporation reported fourth-quarter 2025 sales of US$1,657.94 million and net income of US$1,102.26 million, and issued first-quarter 2026 revenue guidance of US$1,745 million to US$1,775 million. The results highlight AppLovin’s shift into a high-margin, AI-driven ad platform with strong profitability while investors debate competitive and AI-related risks. We’ll now examine how AppLovin’s strong but AI-questioned earnings update shapes its investment narrative...

Atmus Filtration Technologies (NYSE:ATMU) completed the acquisition of Koch Filter Corporation, creating a new Industrial Solutions segment. The company also appointed Heath Sharp to its Board of Directors, adding experience in growing international industrial businesses. Atmus Filtration Technologies, known for filtration products across transportation and industrial applications, is broadening its reach with the Koch Filter acquisition. The move brings a new Industrial Solutions segment...

If you are wondering whether Etsy's share price reflects its true worth today, you are not alone. Many investors are asking whether the current market view lines up with the fundamentals. Etsy's share price recently closed at US$45.73, with returns of a 20.9% decline over 7 days, a 25.7% decline over 30 days, a 20.2% decline year to date, a 20.1% decline over 1 year, a 64.7% decline over 3 years and a 79.9% decline over 5 years. These moves have come alongside ongoing interest in how Etsy...

FTAI Aviation recently reshaped its leadership structure, appointing longtime insiders David Moreno as President and Stacy Kuperus as principal operating officer, effective February 12, 2026, to oversee growth initiatives and core engine operations. The company also disclosed that executives can invest personally in its Strategic Capital Initiative, with Moreno committing US$2,000,000 in 2025, signaling management’s financial alignment with shareholders. We’ll now examine how these...

Magnite has expanded its partnership with The New York Times, becoming the preferred platform for private marketplace deals on the publisher's premium in app ad inventory. The company has also entered new technology focused collaborations with MNTN and Cognitiv to support more advanced targeting and campaign optimization for advertisers. These agreements are intended to deepen Magnite's role in premium digital advertising and give buyers streamlined access to high quality...

If you are wondering whether AbbVie is still reasonably priced after its strong run, this article walks through what the current share price could be implying about value. With AbbVie closing at US$231.50 and showing returns of 3.6% over 7 days, 4.3% over 30 days and 24.1% over 1 year, many investors are asking whether the recent share price performance already reflects its prospects or if there is still room based on fundamentals. Recent attention on AbbVie has focused on its position in...

Teradata (TDC) just posted fourth quarter results that topped market expectations, with stronger recurring cloud revenue, higher adjusted earnings and upbeat 2026 guidance helping drive a sharp move in the share price. See our latest analysis for Teradata. The strong Q4 earnings beat and upbeat 2026 guidance appear to have reset expectations, with a 7 day share price return of 22.17% and a 1 year total shareholder return of 35.32% contrasting with weaker 3 and 5 year total shareholder...

Tesla, Inc. (NasdaqGS:TSLA) has lost its position as top EV seller in both Europe and China as competition intensifies and its model lineup ages. The company is dealing with a series of senior executive departures, including its head of North American sales and head of vehicle operations. Tesla is shifting focus toward AI, robotics, and energy while launching its first Cybertruck based vehicle to grid program in Texas. For you as an investor watching Tesla, Inc. (NasdaqGS:TSLA), this mix of...

How CNO Financial Group stock has been performing CNO Financial Group (CNO) has drawn attention after a period of mixed short term returns, with the share price slightly lower over the past week but higher over the past month and past 3 months. At a recent close of $43.06, the insurer’s stock sits above its year to date level and its 1 year total return. Multi year total returns are also available for investors to compare against shorter term moves. See our latest analysis for CNO Financial...

Earlier this month, Lamb Weston Holdings filed a US$95.56 million shelf registration for 2,000,000 common shares tied to an ESOP-related offering and appointed Jan Eli B. Craps as Executive Chair and James D. Gray as incoming CFO. These moves expand employee ownership while bringing in leaders with extensive global consumer and financial experience, potentially reshaping governance, capital allocation, and international growth priorities. Next, we’ll examine how appointing an experienced...