U.S. Software Stock News

State Street plans to close and liquidate the State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL). Final trading in EMTL is expected to occur in July 2026, after which the fund will be liquidated. The decision affects existing EMTL shareholders and adds a fresh data point to how State Street manages its ETF lineup. For investors watching State Street (NYSE:STT), this move comes as the stock trades at $155.64, with a reported return of 20.6% year to date and 66.2% over the past...

Board moves and dividend change put Lennox International (LII) in focus Lennox International (LII) is back on investors’ radar after a quarterly report that beat revenue expectations, a higher quarterly dividend, and a board reshuffle that reduced director seats from nine to eight. See our latest analysis for Lennox International. Lennox International’s recent revenue beat, dividend increase and board changes come after a mixed period for the stock. The share price is down about 12% over...

Marsh & McLennan Companies (MRSH) stock has been under pressure recently, with shares down about 6% over the past month and roughly 14% over the past 3 months, prompting closer investor attention. See our latest analysis for Marsh & McLennan Companies. Zooming out, the 30 day share price return of down 6.4% and 90 day share price return of down 14.3% sit against a 1 year total shareholder return decline of 30.2%. This suggests momentum has been fading recently. If you are reassessing your...

Morgan Stanley (NYSE:MS) disclosed significant new crypto-related holdings in recent SEC filings. The bank filed to launch a spot Bitcoin ETF, expanding its direct involvement in digital assets. Morgan Stanley is advising high-profile drone makers, including Quantum Systems and Destinus, on potential IPOs. Morgan Stanley, a global investment bank and wealth manager, is increasing its exposure to digital assets through new crypto-related holdings and a filing for a spot Bitcoin ETF. At the...

Recent stock move puts Enovix in focus Recent gains in Enovix (ENVX) over the past month and past 3 months, alongside its latest trading price of $7.98, have brought fresh attention to this lithium ion battery developer. See our latest analysis for Enovix. The recent 1 month share price return of 24.69% and 3 month share price return of 51.42% contrast with a 3 year total shareholder return that is down 44.08%. This indicates that momentum has been improving over a weaker long term record. If...

ePlus (PLUS) closed out FY 2026 with fourth quarter revenue of US$581.6 million and basic EPS of US$0.97, setting the stage for investors to reassess how the business is trending into the new year. The company has seen quarterly revenue move from US$498.1 million in Q4 FY 2025 to US$581.6 million in Q4 FY 2026, while basic EPS in those periods came in at US$0.96 and US$0.97 respectively. Over the last 12 months, net income excluding extra items totaled US$124.1 million on revenue of US$2.4...

Wondering if NetApp at US$174.29 is still offering value after a strong run, or if expectations have already been priced in? This article focuses squarely on what the current share price implies. The stock has posted returns of 25.1% over the past week, 60.4% over the past month, 63.7% year to date and 79.2% over the last year, with longer term figures of 161.3% over three years and 142.6% over five years that many investors will want to put into context. Recent market conversation around...

Wondering if BNY is still worth a closer look after its run, or if most of the value is already reflected in the share price? This article breaks down what the current price might be implying. Bank of New York Mellon Corporation's stock recently closed at US$139.43, with returns of 0.2% over 7 days, 5.4% over 30 days, 19.1% year to date and 60.3% over the last year. The 3 year return is around 3x and the 5 year return is just over 2x. Recent headlines around BNY have focused on its role as a...

Earlier this week, Stifel analyst Jeffrey Stantial outlined how Churchill Downs could unlock value by selling or spinning off its slower-growth gaming segment, highlighting options ranging from one-off asset sales to a full tax-free spin-off. This analyst-driven discussion puts a spotlight on the company’s portfolio mix, raising questions about whether separating gaming from core racing and online wagering could reshape how investors view the business. We’ll now examine how the potential...

Universal (NYSE:UVV) FY 2026 Earnings Snapshot Universal (NYSE:UVV) closed out FY 2026 with Q4 revenue of US$715.2 million and a reported loss per share of US$1.73, as investors weighed these headline figures against full year trends. Over the past six quarters, revenue has moved between US$593.8 million and US$937.2 million per quarter, while quarterly EPS ranged from US$0.34 to US$2.39 before this latest loss. This gives you a wide band of outcomes to factor into your view on the stock...

Wondering whether Huntington Ingalls Industries, at around US$308 a share, still offers value or if most of the opportunity has already been priced in. The stock is down 3.9% over the past week and 14.9% over the past month, yet it still shows a 40.5% return over 1 year and 58.2% over 3 years, which can change how you think about both risk and opportunity. Recent coverage has focused on Huntington Ingalls Industries as a key US defense contractor, with attention on its role in major long...

Q1 2027 earnings set the stage Okta (OKTA) has just opened Q1 2027 with revenue of US$765 million and basic EPS of US$0.42, putting fresh numbers behind a year in which trailing EPS reached US$1.40 on US$3.0 billion of revenue and net income of US$247 million. Over the past six reported quarters, revenue has moved from US$682 million in Q4 2025 to US$765 million in Q1 2027, while quarterly basic EPS has ranged between US$0.13 and US$0.42. This gives investors a clearer picture of how profit...

CoreWeave (NasdaqGS:CRWV) reported a record quarterly net loss while securing a US$21b agreement with Meta. The company disclosed a contracted revenue backlog of US$99.4b tied to current and future customer commitments. Alphabet and Blackstone announced plans to launch a major AI cloud rival that could affect CoreWeave’s pricing power and market dynamics. CoreWeave, which focuses on cloud infrastructure for AI workloads, now sits at the center of one of the largest AI infrastructure build...

Wondering if Eastman Chemical at around US$75.87 is offering real value or just fair pricing? This article walks through what the numbers say about the stock. The share price return sits at 2.4% over the past week, 7.7% over the past month, 17.9% year to date and 1.6% over the past year, against a longer-term picture that includes a 3.5% return over three years and a decline of 29.7% over five years. Recent coverage has focused on Eastman Chemical's role as a diversified materials producer,...

Wondering whether Coursera at US$5.39 is starting to look like value, or if the stock still carries more risk than reward. The share price has inched up about 1.3% over the last week, but is still down about 11.8% over the past month, 23.9% year to date and 39.1% over the last year, which may catch the eye of investors looking for a reset opportunity. Recent headlines have focused on Coursera's position as a major online learning platform and its role in digital upskilling partnerships. This...

Earlier in 2026, Tenet Healthcare reported a strong Q1 with a sharp jump in net income, double-digit Ambulatory Care revenue growth and reaffirmed full-year adjusted EBITDA guidance, supported by healthy cash generation and capital returns. An important angle for investors is how Tenet’s expansion of its Ambulatory Care network and the restructuring of its CommonSpirit Health contract could reshape the mix and resilience of its earnings over time. Next, we’ll examine how Tenet’s reaffirmed...

Earlier this month, Apple previewed a wave of Apple Intelligence–powered accessibility updates across VoiceOver, Magnifier, Voice Control, Accessibility Reader, and Vision Pro, including on‑device generated subtitles and eye‑tracking wheelchair controls, plus new colors for the Hikawa Grip & Stand adaptive MagSafe accessory. By embedding AI deeply into assistive features and hardware accessories, Apple is turning accessibility into a core use case for its intelligence platform, potentially...

Wondering whether Live Oak Bancshares at around US$38.03 is offering fair value right now, or if the recent price puts it out of your comfort zone? The stock has returned 2.0% over the past week, 0.6% over the last month, 9.6% year to date and 39.0% over the past year, while the 5 year return shows a decline of 32.9%. These moves have come as Live Oak Bancshares continues to attract attention in the US regional banking space, with investors watching how its lending focus and digital platform...

If you are wondering whether Flex at US$150.78 still offers value after its big run, the next sections will walk through what the current price might be implying about the stock. The share price moves are eye catching, with returns of 13.8% over the last week, 66.4% over the last month, 136.8% year to date and very large gains over 3 and 5 years that are close to 7x and 10x the starting point. Recent headlines have focused on Flex's role in electronics manufacturing and technology solutions,...

In recent months, FanDuel, Flutter Entertainment’s North American online gaming arm, launched “Coaches Corner,” a 10‑episode World Cup analysis series featuring former U.S. men’s national team coaches Gregg Berhalter, Bruce Arena and Bob Bradley across platforms including Tubi, YouTube and FanDuel Sports Network. At the same time, Flutter has been grappling with compressed operating margins averaging 2.7% over two years and a free cash flow margin of 5.1%, raising questions about how...

Recent performance context Rocket Companies (RKT) has drawn attention after a mixed stretch for the stock, with a modest gain over the past month but a decline of about 20% over the past 3 months. At a last close of US$14.51 and a market value of about US$40.7b, investors are weighing that share performance against reported annual revenue of US$8.9b and net income of US$239 million. See our latest analysis for Rocket Companies. Stepping back, Rocket Companies' recent 7 day share price return...

TG Therapeutics reported positive Phase 3 ENHANCE results for BRIUMVI, confirming a single 600 mg Day 1 infusion is bioequivalent to the current two-infusion initiation regimen for multiple sclerosis. The simplified regimen is intended to reduce treatment burden for patients and infusion centers while maintaining safety and efficacy outcomes seen in the trial. The company plans to submit these data to regulators, aiming to update the BRIUMVI label pending review and approval. For investors...

Sourcewell contract opens new procurement channel Custom Truck One Source (CTOS) has been awarded a cooperative purchasing contract through Sourcewell, giving more than 50,000 participating agencies a pre-vetted path to procure the company’s specialty trucks and equipment. See our latest analysis for Custom Truck One Source. The Sourcewell contract headlines arrive as momentum in Custom Truck One Source's share price has been building, with a 90 day share price return of 33.8% and a year to...

Cadence Design Systems (NasdaqGS:CDNS) and Samsung Foundry agreed a multi-year expansion of their collaboration around second-generation 2nm process technology. The deal covers a broad Memory and Interface IP portfolio and certification of Cadence's AI focused design and analysis flows across Samsung's next generation 2nm and 3D IC platforms. The partnership targets next generation AI infrastructure and hardware, aiming to provide a more complete platform for advanced chip design. For...