U.S. Software Stock News

SPS Commerce (NasdaqGS:SPSC) introduced MAX, an AI-driven agentic platform embedded in its fulfillment suite, marking a new step in its supply chain product offering. The company announced a planned CFO transition from long-serving executive Kim Nelson to Joseph Del Preto. SPS Commerce also added two new independent directors to its board as it continues to report revenue growth. SPS Commerce focuses on cloud based supply chain and retail fulfillment solutions, helping retailers, suppliers,...

WEX (WEX) is in the spotlight after activist investor Impactive Capital, a roughly 5% shareholder, publicly pushed for board changes and nominated four directors, citing underperformance, governance concerns, and a valuation gap compared with Corpay. See our latest analysis for WEX. The activist campaign has landed just after WEX set its 2026 revenue guidance between US$2.70b and US$2.76b and reported full year 2025 revenue of US$2.66b. The 1 day share price return of 7.86% decline contrasts...

This article examines whether Lamar Advertising is attractively priced today or already fully reflecting its strengths, by walking through what the numbers are really saying about the stock. With the share price at US$131.30 and total returns of 0.1% over 7 days, 1.2% over 30 days, 5.8% year to date, 7.8% over 1 year, 43.1% over 3 years and 98.1% over 5 years, many investors are reassessing what they are willing to pay for the business. Recent headlines around Lamar have focused on its...

Event driven look at Academy Sports and Outdoors (ASO) Recent commentary around Academy Sports and Outdoors (ASO) has zeroed in on three pressure points: multiyear revenue declines, weaker same store sales, and a thinner free cash flow margin tied to higher investment. See our latest analysis for Academy Sports and Outdoors. The recent commentary around softer revenue, same store sales, and free cash flow appears to be feeding into sentiment. A 90 day share price return of 29.09% and a 1 year...

The Association of Professional Flight Attendants' board issued a unanimous vote of no confidence in American Airlines Group CEO Robert Isom. The union is calling for a leadership change, citing operational challenges and tensions with management. The development highlights growing friction between frontline crews and executives at NasdaqGS:AAL. For investors tracking NasdaqGS:AAL, this union move lands at a time when the stock is trading at $14.05 and has seen a 20.7% decline over the past...

U.S. FDA warnings flagged allegedly misleading claims in Wegovy advertising by Novo Nordisk and triggered closer scrutiny of GLP-1 marketing. Regulators also targeted unapproved compounded GLP-1 drugs, prompting several providers, including Hims & Hers, to halt generic Wegovy alternatives. These actions, combined with Novo Nordisk’s legal efforts, have reduced immediate competition for Wegovy and reinforced its branded position in obesity treatment. For NYSE:NVO, this regulatory shift comes...

Why Central Garden & Pet is on investors’ radar Central Garden & Pet (CENT) has attracted attention after recent share price moves, with the stock showing positive returns over the past month and past 3 months, prompting fresh questions about how its valuation lines up with fundamentals. See our latest analysis for Central Garden & Pet. At a share price of $37.35, Central Garden & Pet has seen its short term momentum build, with a 30 day share price return of 14.71% and a 90 day share price...

Shareholders appeared unconcerned with Biogen Inc.'s ( NASDAQ:BIIB ) lackluster earnings report last week. We think...

Flywire (FLYW) has drawn investor attention after recent trading that leaves the payments firm with a one-month return of a 24% decline and a three-month return of a 22% decline, sharpening focus on its fundamentals. See our latest analysis for Flywire. At a share price of US$10.79, Flywire’s recent 1 month share price return of a 24.55% decline and 1 year total shareholder return of a 46.02% loss suggest momentum has been fading as investors reassess growth potential and risk. If you are...

Check Point Software Technologies (NasdaqGS:CHKP) is shifting its core cybersecurity platform towards AI driven prevention and exposure management. The company is expanding its platform and reorganizing around a prevention first, four pillar model focused on AI era threats. Recent acquisitions are being integrated to strengthen its AI capabilities and broaden coverage across its security portfolio. For investors tracking NasdaqGS:CHKP, the move comes as the shares trade around $164.47, with...

Recent analyst commentary on Aura Minerals has highlighted strong operational performance, disciplined cost control and a growing production profile supported by projects such as Borborema and MSG, which together have reinforced positive sentiment toward the company in the past week. An interesting takeaway is that expectations for future output growth are increasingly tied to successful execution at new and ramping assets, making project delivery a central focus for investors. We’ll now...

Merck (NYSE:MRK) received FDA approval for KEYTRUDA and subcutaneous KEYTRUDA QLEX for platinum resistant ovarian cancer, including a companion diagnostic. The approvals represent the first PD 1 inhibitors cleared for this patient group and introduce a less invasive subcutaneous option. Merck also entered an industry partnership to develop an intravaginal drug delivery platform, expanding its focus in women's health. For investors watching NYSE:MRK, these developments arrive with the stock...

Galaxy Digital's venture arm led a $7 million seed funding round for Levl, a global payments platform focused on fiat and stablecoin solutions. The deal expands Galaxy Digital's footprint in payments and fintech, with an emphasis on stablecoins and cross border B2B transactions. The move comes as investors watch how Galaxy Digital, NasdaqGS:GLXY, builds out its broader digital payments infrastructure capabilities. Galaxy Digital, NasdaqGS:GLXY, is leaning further into payments...

One of the biggest stories of last week was how Angi Inc. ( NASDAQ:ANGI ) shares plunged 25% in the week since its...

Intuit (INTU) has rolled out an AI native construction edition of its Enterprise Suite along with new Mailchimp and QuickBooks capabilities, prompting investors to reassess how these moves might relate to the recent share price reset. See our latest analysis for Intuit. That launch comes after a sharp reset in sentiment, with Intuit’s 30 day share price return of 34.25% and year to date share price return of 36.78% both firmly negative. At the same time, the 1 year total shareholder return of...

Earlier this month, Wabtec announced a US$1.20 billion agreement to modernize Union Pacific’s AC4400 locomotives, while Union Pacific’s board declared a quarterly dividend of US$1.38 per share payable on March 31, 2026, to shareholders of record on February 27, 2026. The locomotive upgrades, expected to cut fuel use, increase tractive effort and sharply improve reliability, underscore Union Pacific’s focus on efficiency, technology and service quality across its freight network. We’ll now...

Why Best Buy’s latest earnings are back in focus Best Buy (BBY) is back on investors’ radar after Q3 results showed growth in computing, gaming, and mobile phones, with comparable sales and total revenue above expectations and fiscal 2026 guidance raised. See our latest analysis for Best Buy. Even after the post earnings jump in late November, when the share price moved 5.3% on the day, Best Buy’s momentum has cooled. The 90 day share price return of 14.33% and the 1 year total shareholder...

Why Eversource Energy stock is back in focus Eversource Energy (ES) is back on investors radar after reporting fourth quarter earnings that topped analyst expectations, outlining stronger full year 2025 performance and issuing 2026 earnings guidance that points to steady business momentum. The company also highlighted progress on regulatory outcomes and laid out a multiyear US$26.5b investment plan through 2030, giving investors fresh numbers to weigh against the current share price and...

We wouldn't blame Houlihan Lokey, Inc. ( NYSE:HLI ) shareholders if they were a little worried about the fact that...

Hawkins (HWKN) is in focus after subsidiary WaterSurplus completed a multi year NanoStack membrane pilot at Orange County Water District, which led OCWD to move ahead with 1,050 membranes for its groundwater system. See our latest analysis for Hawkins. At a share price of $144.15, Hawkins has seen a 10.91% 7 day share price return and a 13.93% 90 day share price return. Its 1 year and 5 year total shareholder returns of 28.80% and over 4x respectively suggest momentum that has been built over...

Erie Indemnity (ERIE) has drawn fresh attention after its shares hit a new 52 week low of US$269.74, following a 6.30% single day drop and a 29.02% 1 year decline. See our latest analysis for Erie Indemnity. That new 52 week low comes after a 1 year total shareholder return decline of 26.7%, although the 3 year and 5 year total shareholder returns of 23.38% and 21.18% suggest longer term gains, while recent momentum has been fading. If this drop has you reassessing opportunities around...

We wouldn't blame CACI International Inc ( NYSE:CACI ) shareholders if they were a little worried about the fact that...

In recent months, Builders FirstSource has faced weaker demand as elevated mortgage rates and softer new home sales weighed on revenue, earnings per share, and return on invested capital. Despite these pressures, several investment funds and analysts have voiced renewed optimism, pointing to structural housing shortages and improving housing data as reasons to maintain a constructive long-term view on the business. We’ll now examine how this improving housing sentiment, despite ongoing...

Investors may be wondering if Consolidated Edison is fairly priced after its recent run, or if there is still value on the table for long term investors. The stock last closed at US$111.72, with returns of 2.6% over 7 days, 11.5% over 30 days, 11.7% year to date, 20.8% over 1 year, 34.1% over 3 years and 88.8% over 5 years. Recent coverage has focused on Consolidated Edison as a regulated utility and on how investors view its role as a potential source of income and stability. That backdrop...