U.S. Software Stock News

Tetra Tech (TTEK) is back on investor radars after securing a US$99 million, five year architect engineer contract with NAVFAC Southeast, alongside earnings that exceeded analyst expectations and two acquisitions focused on defense consulting. See our latest analysis for Tetra Tech. Despite winning new defense focused work and reporting results ahead of expectations, the recent tone in the market has been cautious. The 30 day share price return shows a decline of 12.3% and the 7 day share...

In March 2026, Bright Horizons Family Solutions Inc. announced a new share repurchase program of up to US$600 million with no expiration date, after retiring shares bought under a prior authorization that ended on March 9, 2026. This renewed commitment to buybacks comes as the company contends with weaker-than-expected fourth quarter 2025 results, increased full-service center closures for 2026, and securities fraud investigations prompted by law firms. We’ll now examine how Bright Horizons’...

Why Watts Water Technologies Stock Is on Investors’ Radars Watts Water Technologies (WTS) has drawn attention after recent share price moves, including a 1-day decline of 1.8% and a month return of 9.4% in negative territory. Investors are reassessing the plumbing and HVAC solutions supplier’s current valuation. See our latest analysis for Watts Water Technologies. At a share price of US$297.8, Watts Water Technologies has pulled back with a 1-month share price return of 9.35% in the red...

Choice Hotels International recently announced that Jeff Lobb, a long-time in-house attorney and current Deputy General Counsel, will become SVP, General Counsel & Secretary, succeeding retiring legal chief Simone Wu after a planned transition period. This leadership change places a trusted insider at the helm of global legal and public policy strategy, reinforcing continuity as the company manages complex transactions, franchise relationships, and regulatory issues worldwide. We’ll now...

Box (BOX) is back in focus after releasing fourth quarter and full year results, updating investors on sales, earnings and fresh guidance that spells out expected revenue growth and foreign exchange impacts. See our latest analysis for Box. Box shares trade at US$24.89 after a recent 30 day share price return of 7.33%, although the year to date share price return of 13.67% and 1 year total shareholder return of 20.33% show momentum has been fading despite the latest earnings, guidance and...

Why Science Applications International Is On Investors’ Radar Science Applications International (SAIC) has been drawing attention after recent share price moves, including a month gain of about 6% and a past 3 months decline of roughly 10%. This has prompted investors to reassess its current valuation. See our latest analysis for Science Applications International. That recent 6.1% 30 day share price return contrasts with a 9.2% year to date share price decline and a 10.8% one year total...

Evolv Technologies Holdings (EVLV) is back in focus after a busy March, with Q4 results topping revenue expectations, 2026 guidance moving higher, and fresh multi year renewals with major stadium clients. See our latest analysis for Evolv Technologies Holdings. The recent contract wins and raised 2026 guidance come after a tougher start to the year for the share price, with a 30 day share price return of 10.04% and a 90 day share price return of 24.41%. Yet longer term total shareholder...

Earlier in March 2026, Relay Therapeutics amended and restated its bylaws to require U.S. federal district courts as the exclusive forum for securities law claims, while its CFO, Thomas Catinazzo, reported additional share sales. At the same time, investor focus has intensified on Relay’s zovegalisib phase III program in advanced breast cancer, alongside higher consensus EPS estimates for the upcoming quarter. We’ll now explore how the heightened optimism around zovegalisib’s phase III...

BWS Financial recently highlighted A10 Networks’ record fourth-quarter revenue and management’s expectation for 2026 revenue growth of 10% to 12%, attributing momentum to rising AI-related network traffic and demand for high-throughput networking and security solutions. The research underscored that A10’s security and infrastructure products are increasingly embedded in AI-focused data center and enterprise network buildouts, suggesting AI workloads are becoming a more central driver of...

In early March 2026, John Wiley & Sons reported improved third-quarter profitability and completed two share repurchase tranches totaling 1,094,535 shares for US$35.03 million, while OpenEvidence announced a partnership to integrate Wiley’s extensive medical and scientific content into its physician-facing clinical decision platform. Beyond the headline numbers, the combination of higher earnings, ongoing buybacks, and deeper integration into AI-powered clinical workflows highlights how...

Playtika Holding Corp. recently announced that President and Chief Financial Officer Craig Abrahams will resign effective April 1, 2026, with Chairperson Robert Antokol assuming the additional role of President and senior finance executive Tae Lee stepping in as acting CFO. This leadership reshuffle places greater responsibility on long-time leader Antokol while elevating Lee, who has overseen corporate finance and investor relations since 2023, into a central role in shaping Playtika’s...

HYDROS expansion puts PROCEPT BioRobotics in focus PROCEPT BioRobotics (PRCT) is drawing attention after announcing the international expansion of its HYDROS Robotic System, an AI-enabled Aquablation platform for treating benign prostatic hyperplasia, with the rollout starting in the UK. See our latest analysis for PROCEPT BioRobotics. The HYDROS rollout news comes after a busy spell for PROCEPT BioRobotics, including the recent board appointment of former Shockwave Medical CFO Daniel...

Flowserve (FLS) has drawn investor attention after a recent pullback, with the share price showing a 17.17% decline over the past month, while performance over the past 3 months remains positive. See our latest analysis for Flowserve. Despite the recent 17.17% 1 month share price decline and softer 7 day move, Flowserve’s 5.00% year to date share price return, alongside a 53.92% 1 year total shareholder return, suggests that longer term momentum has been stronger than the latest pullback...

Better Home & Finance Holding (BETR) has just posted its FY 2025 numbers, with Q4 revenue of US$44.3 million, basic EPS of US$2.53 loss, and net income of US$39.9 million loss setting the tone for the year. The company has seen quarterly revenue move from US$24.9 million and EPS of US$3.91 loss in Q4 FY 2024 to US$44.3 million and EPS of US$2.53 loss in Q4 FY 2025. Trailing twelve month figures now sit at US$164.9 million of revenue and EPS of US$10.80 loss, pointing to a business that is...

Ryman Hospitality Properties (RHP) has issued US$700 million of 5.750% senior notes due 2034, with plans to redeem its existing 2027 senior notes. This extends its debt maturity profile and refocuses investor attention on balance sheet structure. See our latest analysis for Ryman Hospitality Properties. The refinancing headlines arrive after a softer stretch for the stock, with a 30 day share price return of a 10.59% decline and a year to date share price return of a 5.88% decline, while the...

W&T Offshore, Inc. has reported past fourth-quarter 2025 revenue of US$121.71 million versus US$120.35 million a year earlier, with net loss widening to US$27.13 million and full-year 2025 revenue of US$501.46 million alongside a net loss of US$150.06 million. Despite this larger full-year loss and higher loss per share, the Board still approved a US$0.01 per-share cash dividend for first-quarter 2026, highlighting an ongoing capital return even as earnings weakened. Next, we’ll examine how...

BGC Group (BGC) is drawing more attention after revenue and earnings expanded at an annual rate of 20.2% over the last two years, suggesting effective execution and a growing presence in its brokerage and fintech niches. See our latest analysis for BGC Group. BGC Group’s recent share price performance has been broadly positive, with the latest close at $9.57 and a 90 day share price return of 7.41%, while the 5 year total shareholder return of 122.90% points to a much stronger longer term...

In recent days, concerns over private credit market stability intensified after JPMorgan Chase said it would restrict lending to private credit providers, prompting several large firms, including Blackstone, to impose limits on redemptions from key funds. Alongside this sector stress, Blackstone has been actively reshaping its platform through new leadership in private wealth, an agreement to acquire a majority stake in Advanced Cooling Technologies via its Energy Transition Partners unit,...

In March 2026, Huntington Ingalls Industries announced that all five unions at its Ingalls Shipbuilding division ratified new collective bargaining agreements, delivering an immediate base wage increase of at least 18% and locking in historic wage growth through March 8, 2031. This unprecedented wage step-up reshapes Ingalls’ cost structure but may also support more reliable staffing, lower attrition, and higher shipbuilding throughput over the life of the contract. We’ll now examine how...

Alkami Technology (ALKT) is back in focus after General Atlantic and related entities purchased about US$50.6 million of shares, alongside fresh client wins and product updates that have drawn renewed attention to the stock. See our latest analysis for Alkami Technology. At the latest share price of US$18.00, Alkami’s 1 month share price return of 10.63% and 7 day gain of 5.51% suggest momentum has picked up recently. This is occurring even as the year to date share price return of 20.63% and...

Ares Management (NYSE:ARES) has launched its first Asia focused local currency private credit fund in Thailand. The firm has expanded its real asset presence with the acquisition of the London Copyright Building. Ares also agreed to acquire a $2.2b private credit portfolio from Arcmont, adding scale to its credit platform. These moves come at a time when NYSE:ARES is trading at $101.76, with a 30 day return of a 24.0% decline and a year to date return of a 38.8% decline. Over a longer...

Why Baird’s Outperform Call Put Littelfuse Back on Investors’ Radar Baird’s recent Outperform rating on Littelfuse (LFUS) has drawn attention to the company’s role in circuit protection and power semiconductors, with analysts pointing to AI and defense as key end market drivers. See our latest analysis for Littelfuse. At a share price of $326.18, Littelfuse has seen a 7 day share price return of 7.9% and a 90 day share price return of 25.2%. Its 1 year total shareholder return of 56.8%...

USA Compression Partners, LP recently presented at the J.P. Morgan 2026 Global Leveraged Finance Conference in Miami Beach, highlighting its role in the natural gas compression market. Texas Capital Securities’ upgrade, emphasizing tightening industry capacity, LNG and AI-driven demand, and the J-W Power acquisition, underscores how structural trends may reshape USA Compression Partners’ growth profile and asset mix. We’ll now explore how Texas Capital Securities’ upgrade, driven by LNG and...

FactSet Research Systems (NYSE:FDS) has created a new Chief AI Officer role and appointed a dedicated CTO to focus on AI-led product development. The company is rolling out integrated AI-driven compliance tools aimed at strengthening financial crime risk management for clients. These changes mark a shift toward embedding generative AI into client workflows across FactSet’s data and analytics platform. FactSet is making these AI moves at a time when its share price stands at $205.65 and...