U.S. Software Stock News

If you are wondering whether M&T Bank at around US$200 a share is offering value or stretching expectations, this article walks through the key signals behind the current price. The stock has returned 1.2% over the last 7 days, while the 30 day return is a 13.7% decline, with year to date returns at a 1.7% decline and a 13.4% gain over the past year adding important context. Recent coverage has focused on M&T Bank's position in the U.S. regional banking space and how investors are weighing...

HP (NYSE:HPQ) introduced HP IQ, a new local first AI intelligence layer, alongside refreshed commercial PCs, printers, and security tools. The launch includes AI focused PCs such as the HP EliteBook 6 G2q, new LaserJet printers, and enterprise security updates like TPM Guard. These products are aimed at corporate customers that are prioritizing AI powered productivity, tighter device integration, and stronger cybersecurity. For investors watching how large PC and printer vendors respond to...

Nasdaq and Talos announced a partnership to integrate digital asset infrastructure and tokenized collateral management for institutional markets. The collaboration connects digital asset workflows with mainstream financial systems and introduces real time oversight of tokenized collateral. The deal also includes trade surveillance tools aimed at supporting market integrity across digital asset activity. For investors watching NasdaqGS:NDAQ, this move adds a new piece to the story around...

This article looks at whether Lumentum Holdings is priced for further growth or already reflects a high level of optimism, focusing on what the current share price may indicate about value. The stock last closed at US$728.95, with returns of 16.7% over the past week, 9.2% over the past month and 88.8% year to date. Its one year and three year returns are also very large in percentage terms. These sharp moves have come as investors respond to ongoing developments around Lumentum Holdings and...

In Q4 2025, APA Corporation reported earnings that surpassed market expectations, supported by solid operational execution including higher production and a 10% year-over-year increase in Egypt gas output, alongside a 9% uplift in proved reserves and confirmation of a 10-year Permian inventory. This combination of stronger earnings quality, reserve growth, and long-term Permian visibility adds weight to APA’s existing operational and resource-based investment case. We’ll now examine how the...

Earlier in March 2026, Vornado Realty Trust announced that Meta signed a 10‑year lease to occupy the entire five‑level, 15,000‑square‑foot townhouse at 697 Fifth Avenue for its flagship Meta Lab New York, while Vornado and LeFrak also secured a 15‑year restaurant and office lease with Le Colonial at 50 West 57th Street. These leases bring a high‑profile technology brand and a high‑end restaurant concept into Vornado’s Midtown Manhattan portfolio, underscoring demand for prime experiential...

Vistra (NYSE:VST) has filed a formal protest at the Federal Energy Regulatory Commission against PJM Interconnection's recent compliance filing. The company is challenging proposed delays and what it describes as unclear policies around integrating new energy facilities in the PJM power market. These rules could affect how quickly power resources come online to support data centers and other digital infrastructure projects in the PJM region. Vistra operates in the US power market, and PJM...

Recent share performance and business snapshot Service Corporation International (SCI) shares closed at US$76.51, with the stock showing a 1.4% gain on the day but negative returns over the past week, month, past 3 months, and year. Over longer horizons, SCI reports positive total returns for the past 3 and 5 years, alongside annual revenue of US$4.31b and net income of US$542.61m from its funeral and cemetery operations in the United States and Canada. See our latest analysis for Service...

Walmart has partnered with The Farmer's Dog to bring the fresh dog food brand into Walmart stores nationwide. This marks The Farmer's Dog's first large scale brick and mortar rollout, expanding Walmart's fresh and personalized pet offerings. The move introduces human grade, personalized dog food to millions of Walmart shoppers through both in store and online channels. For investors watching NasdaqGS:WMT, the partnership comes as the stock trades around $120.72, with a 1 year return of...

Why Fiserv’s latest partnership and shareholder moves matter now Fiserv (FISV) is back in focus after high profile investors increased their positions and activist interest emerged, just as the company agreed to its largest agent bank partnership with Western Alliance Bank. See our latest analysis for Fiserv. Those shareholder moves and new partnerships are landing against a weak recent run, with a 30 day share price return of a 6.12% decline and a one year total shareholder return of a...

Ondas Holdings (NasdaqCM:ONDS) announced the acquisition of World View Enterprises, a provider of stratospheric intelligence and surveillance solutions. The company also agreed to acquire INDO Earth Moving, a supplier of heavy military engineering equipment with a substantial new contract. These back to back deals expand Ondas' reach across high altitude ISR, ground robotics, and military vehicles. For investors watching defense technology platforms, NasdaqCM:ONDS is moving beyond its prior...

B Communications (OTCPK:BCOM.F) has wrapped up FY 2025 with fourth quarter revenue of ₪2.2b and basic EPS of ₪15.20, supported by net income of ₪1.6b excluding extra items, while on a trailing twelve month basis revenue stood at ₪8.7b and EPS was ₪17.50. Over recent periods, the company has seen quarterly revenue move between ₪2.1b and ₪2.2b with basic EPS ranging from ₪0.20 to ₪1.31 ahead of the latest spike. This sets up a sharp contrast between underlying quarterly run rates and the full...

Tower Semiconductor (TSEM) has drawn fresh attention after a series of AI infrastructure announcements, including a 400 Gbps per lane silicon photonics breakthrough with Coherent and new power management technology aimed at AI data centers. See our latest analysis for Tower Semiconductor. The recent AI focused announcements appear to be feeding directly into momentum, with a 24.31% 7 day share price return, 33.98% 30 day share price return and a very large 1 year total shareholder return,...

Investors may be wondering whether Aptiv's current share price aligns with its underlying value, or if the market is overlooking something. Aptiv closed at US$70.98, with a 0.8% decline over the last 7 days, a 10.8% decline over 30 days, a 9.5% decline year to date, and an 11.1% gain over the past year. These changes can influence how investors think about both risk and opportunity. These moves are taking place as investors continue to assess Aptiv's position in the auto components sector...

CEO share purchase and what it could mean for Capri Holdings Capri Holdings (CPRI) drew investor attention after Chairman and CEO John D. Idol bought 55,000 shares on March 11, 2026, increasing his direct stake during a period of recent share price weakness. See our latest analysis for Capri Holdings. The CEO’s purchase comes after a weak run for the stock, with a 30 day share price return of 17.43% and a 1 year total shareholder return of 14.01%. The 5 year total shareholder return of 61.34%...

Why ICF International Stock Is Back on Investors’ Radar ICF International (ICFI) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the month, past 3 months, year to date, and past year. For readers tracking the name more closely, recent performance includes a month return of about a 13% decline, a past 3 months return of about a 20% decline, and a year to date return of about a 19% decline, based on the latest data. See our...

Stock performance snapshot and recent returns W.W. Grainger (GWW) has drawn investor attention after a recent share price around $1,054.47, with a 1 day return of 1.2% and mixed performance across the week, month, and past 3 months. See our latest analysis for W.W. Grainger. Recent trading has been choppy, with a 30 day share price return showing a 6.44% decline, which contrasts with a 5.05% year to date share price gain and a 5 year total shareholder return of 177.80%. This suggests that...

Wondering whether American Express at around US$301.91 is still offering value, or if most of the upside is already reflected in the price. The stock has posted a 1.2% return over the last 7 days, a 12.8% decline over 30 days, is down 19.0% year to date, yet shows a 9.8% return over 1 year, 91.9% over 3 years and 125.3% over 5 years. This raises fair questions about timing and risk. Recent headlines have focused on American Express as a long term compounder in consumer finance, with...

In recent commentary, Griffon (NYSE:GFF) was reported to be facing ongoing end-market challenges, with sales declining by 2.7% annually over the past two years and analysts forecasting a further 28.7% revenue decline over the next 12 months, signalling weaker demand across its home improvement and building products portfolio. This sharp expected revenue drop, coming on top of a multi-year sales decline, raises questions about how much internal efficiency gains and product innovation can...

V2X (VVX) shares are in focus after the company announced a new collaboration with Elastic, aimed at strengthening search, analytics, and data-driven mission support for government, defense, and intelligence clients. See our latest analysis for V2X. The collaboration with Elastic lands at a time when momentum in V2X shares has been building. The 90 day share price return of 24.67% sits alongside a 1 year total shareholder return of 35.89% and 3 year total shareholder return of 76.26%. This...

In March 2026, IonQ announced a series of partnerships, including a Quantum Innovation Centre with the University of Cambridge and an MOU with Korea Institute of Science and Technology Information to integrate its quantum hardware with NVIDIA-enabled high-performance computing infrastructure. These collaborations, alongside IonQ’s work with US federal agencies on secure quantum architectures, highlight how the company is positioning its platform at the intersection of quantum computing, AI,...

Gilead Sciences (NasdaqGS:GILD) has agreed to acquire Ouro Medicines, adding an FDA fast-tracked, orphan-designated T cell engager for autoimmune diseases to its pipeline. The company is also entering a major research partnership with Galapagos to co-develop and commercialize this first-in-class clinical asset for severe autoimmune conditions. These moves extend Gilead’s recent deal activity beyond oncology and broaden its inflammation and immunology portfolio. For you as an investor, this...

If you are wondering whether BeOne Medicines at US$274.73 is still a fair deal or already pricing in a lot of optimism, the valuation picture is the place to start. The stock has been volatile recently, with a 5.2% decline over the last week and a 24.1% decline over the last 30 days. Over longer periods, the 1 year return sits at 8.5% and the 3 year return at 22.2%, while the 5 year return is a 15.1% decline. Recent news coverage has focused on BeOne Medicines as part of the broader...

Recent commentary in March 2026 highlighted Boot Barn Holdings’ rapid store expansion across Texas, California, Florida, and Oklahoma, where new locations in underpenetrated markets have been generating stronger-than-expected performance and supporting expectations for higher demand and revenue over the coming year. An interesting angle is how this expansion into growth markets appears to be boosting customer acquisition and sales productivity, suggesting store rollout quality and market...