U.S. Software Stock News

Upstart Holdings (UPST) is back in focus as it prepares to report earnings this Tuesday, with investors watching closely after a recent revenue miss and weaker forward guidance. See our latest analysis for Upstart Holdings. At around $38.85, the stock has seen a 20.91% 1 month share price decline and a 15.25% year to date share price decline. The 1 year total shareholder return of 42.31% compares with a very large 3 year total shareholder return and a 57.90% total shareholder return decline...

Baker Hughes (NasdaqGS:BKR) agreed a multiyear preferred provider deal with Marathon Petroleum to supply hydrocarbon treatment solutions across U.S. refineries. The company secured new contracts to support a low carbon ammonia facility for Wabash Valley Resources. Baker Hughes expanded its partnership with Hydrostor to provide technology for advanced energy storage projects. For you as an investor, these moves illustrate how Baker Hughes is working across both established refining activity...

Transocean (NYSE:RIG) has announced an agreement to acquire Valares. The company will host a call to discuss the transaction and its implications for the business. For investors watching NYSE:RIG, this acquisition comes after a period of strong share price moves, with the stock up 18.5% over the past week, 34.4% over the past month, and 52.7% over the past year. The current share price stands at $5.71, and the company carries a value score of 1 based on the data provided. The planned call...

Why Natural Resource Partners Is On Investors’ Radar Natural Resource Partners (NRP) has drawn attention after recent gains, with the unit price closing at US$123.04 and positive total returns over the past month, past 3 months, and year. For investors following income oriented partnerships and mineral rights businesses, those returns, combined with reported revenue of US$218.701 million and net income of US$145.179 million, raise questions about how the market is currently valuing NRP’s...

If you are wondering whether American Electric Power Company is fairly priced or offering value at today's levels, this article will walk through what the numbers are actually saying about the stock. The shares recently closed at US$121.10, with returns of 0.4% over the last 7 days, 3.6% over 30 days, 4.6% year to date, 22.8% over 1 year, 49.8% over 3 years and 85.8% over 5 years. These figures may prompt questions about how much of the story is already in the price. Recent coverage of...

In the past few days, Huron Consulting Group highlighted its ongoing share repurchase activity and continued expansion of its service offerings through acquisitions, reinforcing its current business trajectory. Investors appear to be focusing on how this combination of capital returns and broader capabilities could underpin the company’s longer-term consulting outlook and appeal. Next, we’ll examine how Huron’s active share buybacks shape its investment narrative and what that could mean...

AECOM has reported past first-quarter 2025 results showing sales of US$3,830.83 million and net income of US$74.52 million, both lower than a year earlier, alongside reduced basic and diluted earnings per share. Amid this weaker quarter, AECOM is also reshaping its business mix and leadership, including appointing a new Head of Renewables for Europe to expand its clean energy footprint. With revenue and earnings under pressure but renewables leadership expanding, we’ll assess how these...

FedEx (NYSE:FDX) and Advent International have agreed to acquire Polish parcel delivery operator InPost. The deal gives FedEx a larger foothold in European parcel delivery, particularly in business to consumer services. InPost is expected to expand outside the constraints of public markets under the new ownership structure. FedEx, trading at $364.6, has seen strong recent returns, with the stock up 8.7% over the past week, 16.7% over the past month, and 24.4% year to date. Over longer...

Arm Holdings plc recently reported past third-quarter 2025 results, with revenue rising to US$1,242 million from US$983 million a year earlier, while net income eased to US$223 million from US$252 million. Despite higher sales over both the quarter and nine-month period, earnings per share were essentially flat year-on-year as Arm stepped up spending on areas such as edge and physical AI. With weak guidance linked to memory chip shortages and supply challenges, we will now assess how this...

Regulatory shift puts TMC the metals (TMC) back in focus Fresh U.S. government initiatives around deep-sea resource development have put new attention on TMC the metals (TMC), which has been waiting on International Seabed Authority mining rules to clarify its commercial pathway. See our latest analysis for TMC the metals. At a share price of $6.64, TMC has recently seen a 3.59% 1 day share price gain, while its 90 day share price return of 17.73% and very large 1 year total shareholder...

Philip Morris International (NYSE:PM) is increasing its focus on smoke free products, which now account for over 40% of its revenue mix. The company is pursuing pending FDA approvals for new smoke free offerings alongside planned US product launches. These moves signal a shift away from traditional tobacco products and a change in how Philip Morris International positions its core business. For investors watching NYSE:PM, the headline is that a large share of the company’s revenue now comes...

Why SouthState Bank stock is moving now SouthState Bank (SSB) shares have been in focus after its latest earnings report, which beat analyst expectations on revenue and net interest income and drew a series of upbeat research updates. See our latest analysis for SouthState Bank. The stock has pulled back slightly on the day, but a 9.7% 1 month share price return and 20.7% 3 month share price return point to momentum that contrasts with a more modest 4.7% 1 year total shareholder return. If...

If you are wondering whether AAR's recent run makes it expensive or still interesting on price, this article will help you frame what you are really paying for. AAR's share price sits at US$114.34, with returns of 5.9% over 7 days, 17.8% over 30 days, 35.4% year to date, 67.0% over 1 year, 119.0% over 3 years and 197.8% over 5 years. This naturally raises questions about how its current valuation stacks up. Recent coverage around AAR has focused on its role in the capital goods sector and...

Recent commentary around Birkenstock Holding (BIRK) has centered on its earnings and revenue growth, strong profitability, and solid balance sheet. This has been paired with a period of share price consolidation that is drawing fresh investor attention. See our latest analysis for Birkenstock Holding. After a tougher stretch that left the 1 year total shareholder return down around 32%, Birkenstock Holding’s recent 7 day share price return of 3.96% and year to date decline of 7.52% suggest...

In early February 2026, Take-Two Interactive Software reported third-quarter 2025 results showing year-over-year growth in sales and revenue, alongside a smaller net loss and reduced loss per share. On the same date, the company raised its earnings guidance for the quarter and full fiscal year ending March 31, 2026, while still projecting a net loss of about US$369 million to US$338 million, or US$2.00 to US$1.84 per share. Next, we’ll examine how Take-Two’s raised full-year revenue...

Earlier this quarter, Cognex reported forward guidance that pointed to continued growth but with less acceleration than investors had expected, reflecting its sensitivity to an industrial economy operating below normal levels. Management also highlighted ongoing capital expenditure in Logistics, a potential rebound in Consumer Electronics, and its “Emerging Customer Initiative” as important future growth drivers. With this context, we will examine how Cognex’s more measured growth outlook,...

F5, Inc. recently reported first-quarter 2026 results, with revenue of US$822.47 million and net income of US$180.05 million, and raised its full-year 2026 revenue growth outlook to a range of 5% to 6% while issuing second-quarter revenue guidance of US$770 million to US$790 million. The company’s decision to lift full-year guidance after reporting higher year-on-year revenue and earnings per share signals increased management confidence in its current business momentum. Next, we will...

Mirum Pharmaceuticals recently announced that Health Canada has authorized LIVMARLI (maralixibat) oral solution and tablet for treating cholestatic pruritus in PFIC patients aged 12 months and older, expanding its availability alongside its existing authorization for Alagille syndrome in Canada. This authorization is underpinned by the Phase 3 MARCH study, the largest randomized PFIC trial to date, which showed highly statistically significant pruritus reduction across multiple genetic PFIC...

Allegro MicroSystems (ALGM) has caught investor attention after reporting third quarter net income of US$8.3 million, compared with a net loss a year earlier, along with higher sales and updated guidance for future earnings. See our latest analysis for Allegro MicroSystems. The earnings rebound and fresh guidance have arrived alongside a sharp shift in sentiment, with a 34.2% 1 month share price return and a 71.46% 1 year total shareholder return. However, the 3 year total shareholder return...

Edgewell Personal Care (EPC) has opened fiscal 2026 with Q1 results that sit against a mixed recent track record, where quarterly revenue has ranged from US$478.4 million to US$647.8 million and basic EPS has swung between a loss of US$0.66 and a profit of US$0.99 over the past six reported quarters. Over that same stretch, trailing twelve month revenue hovered around US$2.2 billion while EPS moved from US$1.98 to US$0.53, highlighting how earnings have been far more volatile than sales. With...

ON Semiconductor (NasdaqGS:ON) approved a new share repurchase program of up to US$6b. The company completed its prior capital return program before authorizing the new buyback. Management highlighted progress in AI data center related revenues and operational improvements aligned with long term margin goals. ON Semiconductor focuses on power and analog semiconductors used in areas such as industrial applications, automotive systems and computing. The new US$6b buyback and the update on AI...

Event context and recent share performance Newell Brands (NWL) has been drawing investor attention after recent share price moves, with the stock up about 8% over the past month and roughly 35% in the past 3 months, despite a 1 year total return decline. See our latest analysis for Newell Brands. The recent 7.8% 1 month share price return and 35.1% 3 month share price return contrast with a 34.5% 1 year total shareholder return decline, which suggests short term momentum is building while...

Cloudflare recently presented at the WEST Conference 2026 in San Diego and is reporting its fourth-quarter 2025 results today, a focal point for investors tracking developments in cloud security and network performance. The upcoming earnings report will test how effectively Cloudflare’s zero-trust offerings are offsetting challenges in closing larger enterprise deals amid macroeconomic and geopolitical pressures. We’ll now examine how Cloudflare’s push into zero-trust cybersecurity shapes...

GE HealthCare Technologies (NasdaqGS:GEHC) has introduced ReadyFix, a remote fleet management solution for healthcare systems. The company has also received FDA 510(k) clearance and CE Marking for Allia Moveo, an imaging system for interventional suites. Both product milestones expand the company’s presence in digital health and interventional imaging. For you as an investor, these launches sit in the core of GE HealthCare’s business in medical imaging, digital tools and service support for...