U.S. Software Stock News

Those following along with Cencora, Inc. ( NYSE:COR ) will no doubt be intrigued by the recent purchase of shares by...

Woodward (NasdaqGS:WWD) has completed a refinancing that includes a new US$1b revolving credit agreement and a US$250m term loan facility. The new credit lines extend certain debt maturities to 2031 and increase the company’s available liquidity for future needs. The refinancing adjusts Woodward’s capital structure and provides additional financial resources for operations and potential investments. Woodward, a supplier of control systems and components for aerospace and industrial markets,...

We wouldn't blame Apollo Global Management, Inc. ( NYSE:APO ) shareholders if they were a little worried about the fact...

Revolution Medicines recently held a special call to discuss positive results from its RASolute 302 study following a 2026 ASCO presentation, underscoring progress in its RAS(ON)-targeted oncology pipeline. This positive RASolute 302 update could be important for how investors assess the breadth of the company’s late-stage RAS-focused programs and future treatment positioning. Next, we’ll consider how the positive RASolute 302 data update may shape Revolution Medicines’ investment narrative...

Royal Caribbean Cruises (RCL) is back in focus after recent share price moves, with the stock last closing at $284.63. Investors are weighing this against its returns, revenue profile and current valuation metrics. See our latest analysis for Royal Caribbean Cruises. The recent 1-day share price return of 1.19% and 7-day share price return of 11.14% put the stock at $284.63. The 1-year total shareholder return of 12.39% and very large 3-year and 5-year total shareholder returns of around 3x...

Bank of America stock in focus Bank of America (BAC) stock is back in focus after recent trading left it around $51.60, prompting investors to reassess the bank's size, earnings profile and segment mix across consumer, wealth, corporate and markets businesses. See our latest analysis for Bank of America. Recent trading has been choppy, with a 1 day share price return of 1.63%, but the 30 day share price return is down 3.08% and the year to date share price return is down 7.77%. At the same...

Shopify is drawing attention for its expanding B2B commerce tools and growing in-store Point-of-Sale business. Recent updates highlight stronger B2B gross merchandise volume and broader access to features that were previously limited to larger merchants. Shopify's POS offering is being watched as a way to capture a larger share of in-person sales over time, alongside its core online platform. The stock of Shopify, NasdaqGS:SHOP, last closed at $118.71, with a return of 15.3% over the past...

Understanding NuScale Power after recent performance NuScale Power (SMR) has drawn fresh attention after a mixed stretch for the stock, with a gain of 4% over the past month but a decline of 3% across the past 3 months. See our latest analysis for NuScale Power. The recent 1 day share price return of 3.94% and 7 day share price return of 11.14% sit against a year to date share price decline of 22.32% and a 1 year total shareholder return decline of 60.39%. This suggests short term momentum...

Snap-on (SNA) moved higher after its latest quarterly report, as stronger net sales and EPS, together with management’s upbeat comments on tools demand and market resilience, caught investors’ attention. See our latest analysis for Snap-on. At a share price of US$371.21, Snap-on has had a mixed run recently, with the share price return down 4.7% over 90 days but up 5.8% year to date, while the 1 year total shareholder return of 18.9% and 3 year total shareholder return of 54.7% point to solid...

In the past quarter, Edison International reported first-quarter 2026 adjusted earnings and revenue that exceeded analyst estimates, while issuing full-year 2026 earnings guidance that came in slightly below consensus expectations. This combination of an earnings beat alongside more cautious forward guidance highlights how near-term operational execution is being weighed against longer-term regulatory and demand uncertainties for the utility. With first-quarter results surpassing estimates...

Hamilton Lane is publicly defending how it values private equity fund stakes, focusing on how secondary market purchases are recorded. The company argues that critics misunderstand the accounting for secondaries, which is adding fresh attention to private equity valuation practices. The debate is drawing interest from investors and regulators who rely on reported valuations to assess performance and risk. For investors watching Hamilton Lane (NasdaqGS:HLNE), this pushback on valuation...

Galaxy Digital (NasdaqGS:GLXY) has received a New York State Department of Financial Services BitLicense. The company has also secured a New York Money Transmission License. These approvals allow Galaxy Digital to offer regulated digital asset trading and custody services to institutional clients across New York. For you as an investor, this marks a meaningful regulatory step for a company focused on digital asset trading, custody, and related services. New York is one of the most heavily...

In May 2026, Voyager Technologies announced it had been awarded a US$16.5 million DARPA Burn n’ Go Phase 2 contract to advance propellant-embedded control technology for solid rocket motors, following a completed Phase 1 that validated its conceptual design and technical approach. This award moves Voyager’s propulsion work from paper studies toward hardware hot-fire demonstrations and manufacturing scalability, aiming to support rapid industrial adoption across multiple weapon systems. We’ll...

Fluor (FLR) is drawing investor attention after recent trading, with the stock down about 14% over the past month and roughly 10% over the past 3 months, despite previously reported positive multi year total returns. See our latest analysis for Fluor. Short term momentum has cooled, with the stock down over the past month and quarter, but the year to date share price return of 9.74% and multi year total shareholder returns still point to a stronger long term record. If Fluor's recent swings...

In May 2026, BlackLine presented its cloud-based finance automation solutions at the Gartner Finance Symposium/Xpo in Maryland, with VP Scott Stern highlighting the company’s global product marketing approach. Ahead of and around this event, new analyst coverage emphasized concerns about BlackLine’s high sales and marketing costs, modest billings growth, and flat operating margins, raising questions about how efficiently the company is converting demand into profitable expansion. We’ll now...

Earlier this week, KBRA assigned preliminary ratings to 10 classes of mortgage-backed notes from New Residential Mortgage Loan Trust 2026-NQM7, a non-prime RMBS transaction sponsored by Rithm Capital and backed by mortgages primarily originated and serviced by NewRez LLC. This transaction underlines Rithm Capital’s continued use of securitization to fund non-prime mortgage exposure, highlighting the scale and structure of its capital markets activity in residential credit. Next, we’ll...

American Eagle Outfitters (AEO) stock is back in focus after the retailer posted record first quarter revenue and reaffirmed its full year operating income outlook, supported by strong Aerie and Offline performance. See our latest analysis for American Eagle Outfitters. Yet despite the earnings beat and reaffirmed outlook, the stock has fallen about 30% on a 3 month share price return and is down around 40% year to date. The 1 year total shareholder return of roughly 49% still reflects a much...

AutoZone (AZO) is back in focus after its latest quarterly earnings paired solid top line growth with softer margins, cautious guidance and a share price drop that has sharpened attention on the stock. See our latest analysis for AutoZone. That cautious earnings guidance and the latest non cash inventory charge have fed into a sharp reset in sentiment, with the share price down 13.84% over seven days and 24.40% over 90 days, while the 5 year total shareholder return of 111.59% still reflects...

Peabody Energy has completed a US$225,000,000 offering of 0.50% convertible senior unsecured notes due June 1, 2031, issued at par under Rule 144A to qualified institutional buyers. The company plans to use the proceeds for capped call transactions and to repurchase a portion of its existing 3.250% convertible notes due 2028, signaling an active reshaping of its capital structure. We’ll now examine how Peabody’s new 2031 convertible notes and debt repurchase plans could influence its...

Why Pull-Ups Learning Layer matters for Kimberly-Clark stock Kimberly-Clark (KMB) has drawn fresh attention after launching Pull-Ups Learning Layer technology, a new potty training product feature that could influence brand loyalty, category share and, indirectly, how investors view the stock. See our latest analysis for Kimberly-Clark. Despite the Pull-Ups Learning Layer launch aiming to refresh Kimberly-Clark's core baby care franchise, the stock has faced pressure, with the share price...

Boeing (BA) is back in focus after outlining plans to lift 737 production following a Federal Aviation Administration review, along with new defense contracts and a 200 jet commitment from China that reshape its order book. See our latest analysis for Boeing. The recent 1-day share price return of 1.04% and 7-day share price return of 5.54% suggest momentum is building as investors respond to higher 737 output plans, fresh defense contracts, and the 200 jet commitment from China. However, the...

Broadridge Financial Solutions (BR) has drawn fresh attention after expanding its relationship with Kyndryl. Kyndryl is investing in AI-enabled operations and quantum-safe upgrades across Broadridge’s core data center and mainframe infrastructure. See our latest analysis for Broadridge Financial Solutions. The Kyndryl partnership sits against a mixed share price backdrop, with a 1-day share price return of 2.67% and 7-day share price return of 2.15%, but a year-to-date share price return down...

HEICO (HEI) is back in focus after reporting fiscal Q2 2026 results that surpassed earnings and revenue expectations, supported by strong commercial aviation and defense demand, record backlogs, margin expansion, and contributions from recent acquisitions. See our latest analysis for HEICO. After these record Q2 figures, HEICO’s recent momentum has been strong, with a 29.75% 1 month share price return and a 16.28% 1 year total shareholder return, which points to renewed enthusiasm around the...

Keysight Technologies (NYSE:KEYS) introduced new RF and Electrical-Optical-Electrical simulation tools, presented through live demos at recent industry events. The launch includes an executable whiteboard for RF design automation that captures and automates engineering workflows. Keysight also rolled out an integrated EOE simulation workflow in its ADS 2026 platform, aimed at unified analysis for AI, quantum, and optical networking applications. Keysight Technologies, known for its...