U.S. Software Stock News

Why MACOM’s latest results caught the market’s attention MACOM Technology Solutions Holdings (MTSI) kicked off fiscal 2026 with first quarter results that turned a prior year loss into profit, alongside firm demand in data center products and a higher revenue outlook. See our latest analysis for MACOM Technology Solutions Holdings. The earnings beat and higher revenue guidance arrived alongside strong momentum in the shares, with a 10.64% 1 month share price return and a 52.76% 3 month share...

In early February 2026, Simon Property Group announced a transformational redevelopment of the former Neiman Marcus space at Boston’s Copley Place, adding high-end international luxury retailers and dining concepts such as Casa Tua Cucina and Estiatorio Milos, with construction slated to begin later this year and phased openings starting in 2028. This extensive repositioning of a prime urban asset highlights Simon’s focus on experience-led, luxury destinations that may influence how...

SiTime (NasdaqGM:SITM) is reported to be in advanced talks to acquire the timing unit of Renesas Electronics Corporation. The potential deal would be the largest acquisition in SiTime’s history and would expand its presence in precision timing products. The transaction, if completed, would combine SiTime’s MEMS timing portfolio with a broad range of established timing solutions from Renesas. SiTime focuses on MEMS based precision timing solutions that sit at the heart of electronics used in...

IMAX has already held early access IMAX 70mm screenings of “Project Hail Mary” across select theatres in the US, Canada, and the UK, with the film specially formatted as Filmed For IMAX® to enhance sound and picture quality ahead of its March 20 release. This emphasis on premium 70mm and Filmed For IMAX® presentations underlines IMAX’s push to deepen its role in high-end theatrical experiences and filmmaker collaborations. We’ll now examine how this push into Filmed For IMAX® 70mm event...

GXO Logistics (NYSE:GXO) has secured a major contract with BMW Group to manage operations at the Swindon plant in the UK. The company will oversee logistics and supply chain activities at the site, with a focus on automation and process efficiency. GXO has also formed a Defense Advisory Board made up of senior military and industry figures. The board is intended to support GXO’s growth plans in aerospace and defense logistics. For you as an investor, these moves highlight how GXO Logistics...

Q2 Holdings, Inc. reported past fourth-quarter 2025 revenue of US$208.22 million and net income of US$20.44 million, alongside full-year 2025 revenue of US$794.81 million and net income of US$52.01 million, and issued 2026 guidance calling for total revenue between US$871.0 million and US$878.0 million. The company paired this profit turnaround and double-digit guided revenue growth with record bookings, increasing subscription mix, and a completed US$5 million share repurchase, underscoring...

If you are wondering whether Bancorp's current share price reflects its true worth, this article is going to focus squarely on what the numbers say about value. The stock last closed at US$58.57, after a 5.6% decline over the past week, a 15.9% decline over the last month, a 13.4% decline year to date, but a 57.6% return over three years and a 186.4% return over five years. Recent moves in the share price sit against a backdrop of ongoing attention on regional banks, including Bancorp, as...

Wondering if Virtu Financial at around US$38.34 is offering genuine value or if the easy money has already been made? This article walks through what the current price really implies. The stock has been relatively steady over the last week with a 0.5% decline. The return over 30 days is 3.9%, year to date is 17.6%, 1 year is 6.9%, and the 3 year and 5 year returns sit at 112.4% and 65.4% respectively. Recent attention on Virtu Financial has focused on its role as a major market maker and...

If you are wondering whether Reddit's share price matches its underlying worth, you are not alone. This article is designed to help you size up what you are really paying for. Reddit last closed at US$139.65, with returns of 0.1% over 7 days, a 39.5% decline over 30 days, a 42.3% decline year to date, and a 28.9% decline over the past year, which raises fair questions about how the market currently views its prospects and risks. Recent headlines have focused on Reddit as a freshly listed...

Why Ambarella’s Upcoming Earnings and Embedded World Presence Matter Investors are watching Ambarella (AMBA) ahead of its fiscal Q4 earnings on 26 February 2026, as the company prepares to showcase its edge AI system on chips and tools at Embedded World 2026 in March. Together, the earnings update and the Embedded World exhibit give you two closely timed checkpoints: one around current financial execution and margins, and another around how Ambarella is positioning its AI portfolio and...

Adams Diversified Equity Fund (ADX) has given shareholders two fresh updates, appointing educational technology and AI specialist Dr. Steven G. Chambers as an independent director and declaring a new distribution from the fund. See our latest analysis for Adams Diversified Equity Fund. At a share price of US$23.27, Adams Diversified Equity Fund has seen relatively steady near term share price returns, while its 1 year, 3 year and 5 year total shareholder returns above 20%, 100% and 110%...

PENGUIN Solutions, Inc. recently completed its 2026 Annual Meeting of Stockholders and confirmed a leadership handover, with long-time CEO Mark Adams retiring and technology veteran Kash Shaikh assuming the role of President, Chief Executive Officer, principal executive officer and director on February 2, 2026, while Adams stays on as an advisor for nine months. Shaikh’s arrival, backed by more than three decades across enterprise software, SaaS, AI infrastructure and cybersecurity,...

Atlas Energy Solutions Inc. recently disclosed that director Stacy Hock will not stand for reelection at the 2026 Annual Meeting, though she will continue serving on the Board and its key committees until her current term expires. Separately, Signia Capital Management’s new position in Atlas Energy Solutions has drawn fresh institutional attention to the company’s frac sand and logistics-focused business model. We’ll now examine how Signia Capital Management’s newly disclosed position could...

Carvana (CVNA) has been drawing attention after recent share price volatility, including a 23% decline over the past month. This has prompted investors to reassess how its current valuation lines up with its underlying business performance. See our latest analysis for Carvana. Over the past year, Carvana’s total shareholder return of 20.17% contrasts with recent share price pressure, including a 22.62% 30 day share price decline and a softer 6.11% 90 day share price return. This suggests...

GDS Holdings (GDS) is back in focus after DayOne Data Centers, which it backs, lined up banks for a potential U.S. IPO targeting up to a US$20b valuation alongside a Series C round above US$2b. See our latest analysis for GDS Holdings. The DayOne IPO plans and recent Series C funding arrive after a sharp 90 day share price return of 57.14% and a 30 day share price return of 13.43%, while the 3 year total shareholder return of 119.83% contrasts with a 5 year total shareholder return of a...

Salesforce (NYSE:CRM) has entered a definitive agreement to acquire Cimulate, an AI powered intent aware search startup. The deal is aimed at strengthening Salesforce's Agentforce Commerce platform and its broader AI driven commerce capabilities. The acquisition follows recent job cuts and internal changes at Salesforce tied to increased adoption of AI and automation. For you as an investor, this move sits at the intersection of software, data and AI guided customer experiences, which is...

If you are trying to figure out whether Palantir Technologies is reasonably priced or just riding hype, you are in the right place to unpack what the current share price might actually reflect. Palantir's stock closed at US$131.41, with a 7 day return of a 3.3% decline, a 30 day return of a 23.1% decline, a year to date return of a 21.7% decline and a 1 year return of 10.3%, while its 3 year return is very large and its 5 year return sits at 353.1%. Recent attention around Palantir has...

Eastern Bank, part of Eastern Bankshares (NasdaqGS:EBC), arranged tailored ESOP financing to support BostonbeaN Coffee Company's transition to a 100% employee-owned business. The bank highlighted this transaction as part of its focus on supporting local businesses and employee ownership structures. For you as an investor watching NasdaqGS:EBC, this ESOP financing deal shows how the bank is positioning itself as a partner to privately held, locally rooted companies that are rethinking...

Advanced Drainage Systems (WMS) has just completed a US$500 million private offering of 5.375% senior unsecured notes due 2034, along with planned credit facility amendments to refinance existing borrowings and redeem 2027 notes. See our latest analysis for Advanced Drainage Systems. The refinancing news lands after a busy few weeks for Advanced Drainage Systems, which reported third quarter earnings with higher net income, raised its fiscal 2026 sales target to around US$3.0b, increased its...

Frontier Group Holdings, Inc. recently reported fourth-quarter 2025 results showing revenue of US$997 million and net income of US$53 million, with slightly higher load factors despite broadly flat traffic and capacity. Alongside these earnings, new CEO James Dempsey outlined a cost-saving and fleet optimization plan, including early termination of 24 aircraft leases and deferred Airbus deliveries, aiming to improve efficiency and operational reliability. With Frontier beating quarterly...

Earlier this month, Ryan Specialty Holdings reported fourth-quarter and full-year 2025 results showing higher revenue but lower net income and earnings per share, while also announcing Project Empower, an operational restructuring, alongside a new US$300 million share repurchase authorization and an 8.3% increase in its quarterly dividend to US$0.13 per share. At the same time, the company reinforced its acquisition-led expansion and Canadian platform integration, indicating a continued...

In early February 2026, KB Home opened several new communities across Florida, California and Washington, offering energy-efficient, highly customizable homes with prices starting from about US$300,000 to low US$1,000,000s. Together with management’s reaffirmed preference for transparent pricing over incentive-heavy mortgage buydowns, these openings highlight KB Home’s effort to balance customer affordability, perceived value and long-term resale considerations across multiple high-demand...

Essent Group Ltd. has reported its fourth-quarter 2025 results, with net income of US$154.98 million on slightly higher earnings per share, while full-year 2025 revenue edged up to US$1,260.94 million but net income eased to US$689.97 million. Alongside earnings, Essent increased its quarterly dividend to US$0.35 per share and highlighted extensive reinsurance coverage across its mortgage insurance portfolio, underlining its focus on capital returns and risk transfer. We’ll now examine how...

In February 2026, Paycom Software reported fourth-quarter 2025 revenue of US$544.3 million and net income of US$113.8 million, alongside full-year 2025 revenue of US$2.05 billion and net income of US$453.4 million, and issued 2026 revenue guidance of US$2.18–US$2.20 billion. Alongside these figures, Paycom highlighted 2025 margin expansion, improved revenue retention at 91%, and growing uptake of its AI engine IWant™, which a commissioned Forrester study suggested could deliver a very large...