U.S. Software Stock News

In mid-June 2026, QIAGEN expanded its QIAcuity digital PCR ecosystem with new gene expression assays, a high-multiplex RNA kit, enhanced residual DNA testing, upgraded analysis software and greater automation for life sciences and biopharma labs. This build-out, including software that standardizes analysis and Hamilton-enabled robotic workflows, points to a stronger push into higher-throughput, regulated applications. Next, we’ll consider how this expansion of QIAcuity’s automated,...

With markets under pressure from a more hawkish Federal Reserve tone, rising 10-year Treasury yields, and broad weakness across sectors, it can feel harder than ever to decide which large-cap stocks deserve space in your portfolio. Quality, financial strength, and consistent execution take on extra importance when borrowing costs rise and megacap tech stocks such as Meta, Microsoft, and Amazon come under renewed scrutiny. This article highlights three large-cap stocks from a Quality Large-Cap...

In recent days, Credicorp reported strong year-over-year growth in revenue and net profit, alongside a higher dividend yield than both the Banks - Foreign industry and the S&P 500, with its annualized dividend rising sharply compared with last year. What stands out is how this combination of robust financial results and a materially increased dividend has reinforced expectations for higher earnings per share in fiscal 2026. With this stronger dividend profile as a backdrop, we’ll now examine...

Tutor Perini (TPC) stock is in focus after the company secured a $651.8 million task order from Naval Facilities Engineering Systems Command Pacific to upgrade electrical infrastructure at Naval Base Guam. See our latest analysis for Tutor Perini. The Guam contract arrives at a time when Tutor Perini shares have been gaining attention, with a 7-day share price return of 13.34% and a year-to-date share price return of 12.31%. The 1-year total shareholder return sits at 86.00%, and the 3-year...

Shell’s decision to hire PJT Partners (PJT) to advise on a potential sale of offshore wind farm assets, in a deal reportedly exceeding US$1b, has put fresh attention on PJT Partners stock. See our latest analysis for PJT Partners. At a share price of US$155.01, PJT Partners has seen short term share price weakness, with the stock down over the past week and month. However, the 90 day share price return of 18.65% and 3 year total shareholder return of 121.07% point to momentum that has built...

With the Federal Reserve hinting at possible rate hikes in 2026 and inflation holding at 4.2%, value stocks are back in focus for investors who care about price tags as much as potential. Higher-for-longer rates can reward companies with resilient balance sheets and sensible valuations, while putting pressure on those priced for perfection. This article highlights three value stocks from our screener that are closely exposed to the latest Fed and inflation news. It explains why some investors...

GeneDx Holdings (WGS) stock is in focus after the company appointed Mark Gardner as President, effective June 15, 2026. This leadership change could influence how investors view its execution and growth priorities. See our latest analysis for GeneDx Holdings. The appointment of Mark Gardner comes after a volatile stretch for GeneDx Holdings, with the share price falling 57.35% year to date but rising 32.16% over the past month, while three year total shareholder return remains very large. If...

AAON (AAON) raised its 2026 revenue growth outlook to 40% to 45%, citing record backlog, expanding capacity, and improving production execution, particularly at BASX, as key supports for the stock's recent move. See our latest analysis for AAON. The latest guidance upgrade lands on top of strong momentum in AAON stock, with a 90 day share price return of 66.6% and a 1 year total shareholder return of 86.58%. However, the 30 day share price move has been roughly flat, which may hint that...

Ambarella (AMBA) stock fell 18.05% after GoPro secured a patent victory against Insta360. This development raised legal and commercial questions for Ambarella’s camera ecosystem partners, even as its latest quarterly earnings results outperformed expectations. See our latest analysis for Ambarella. Over the past year, Ambarella’s total shareholder return of 24.61% contrasts with a share price that is down 12.35% year to date and 16.48% over 30 days. This suggests momentum has cooled recently...

In recent months, UroGen Pharma resolved a patent dispute with Teva Pharmaceuticals by granting a non-exclusive license for a generic version of Jelmyto starting 15 September 2030, while reporting modest Jelmyto growth and significantly stronger first-quarter sales for its newer therapy, Zusduri. This combination of a long-dated generic entry and early commercial momentum for Zusduri reshapes how investors weigh UroGen’s product concentration and revenue-risk profile. With the Teva...

Insider Selling and Valuation Concerns Put Impinj Stock in Focus Impinj (PI) shares fell 5.0% on June 16, 2026, after renewed attention on valuation, with the stock trading 5.5% above its estimated intrinsic value and recent insider selling totaling US$49.4 million. See our latest analysis for Impinj. The latest drop in Impinj's share price fits into a mixed picture, with a 23.29% 90 day share price return contrasting with a year to date share price decline of 31.35%. At the same time, the 5...

The Centers for Medicare & Medicaid Services previously issued an updated National Coverage Determination that broadened access to transcatheter aortic valve replacement (TAVR), aligning with Edwards Lifesciences’ Sapien 3 devices that already carry expanded FDA labels for asymptomatic patients. This clearer and more inclusive reimbursement framework could be pivotal for Edwards Lifesciences’ transcatheter heart valve portfolio by supporting wider real-world adoption and potentially shifting...

If you are wondering whether Corcept Therapeutics stock is still attractively priced after a strong run, the key question now is how its current share price compares with a reasonable view of fair value. The stock last closed at US$81.75, with returns of 4.6% over the past week, 48.3% over the past month, 114.0% year to date, 14.8% over the past year, 264.0% over three years, and 267.3% over five years. These figures naturally raise questions about how much of the story might already be...

The Fed’s hawkish turn, with rates held at 3.5 to 3.75% and the next move likely a hike, has quickly reshaped expectations for dividend stocks. Higher yields on cash and bonds can pressure income stocks, but solid dividend growth companies with healthy balance sheets can still play a role for investors looking for reliable cash flows and potential income growth. This article looks at three dividend growth stocks from our screener that appear well positioned against this new rate backdrop and...

The recent agreement between the U.S. and Iran to end hostilities and reopen the Strait of Hormuz put Riot Platforms (RIOT) back on traders’ screens, as crypto-linked stocks moved with improving sentiment. See our latest analysis for Riot Platforms. Beyond the immediate reaction to the U.S. and Iran agreement, Riot Platforms has seen momentum build, with a 90 day share price return of 93.99% and a 1 year total shareholder return of 175.96%, even though the 5 year total shareholder return is...

Hewlett Packard Enterprise (NYSE:HPE) has outlined new AI and hybrid cloud products, including next generation agentic AIOps across its GreenLake platform. The company detailed expanded AI networking plans tied to the Juniper integration and new private cloud virtualization work with Citrix. New customer wins include Vultr’s large scale AI datacenter deployments and an expanded hybrid quantum computing program with eight partners. Hewlett Packard Enterprise is putting AI operations,...

Earlier this month, KB Home expanded its footprint with new ENERGY STAR-focused communities in East Tucson, Arizona, St. Cloud, Florida, and Lavon, Texas, offering single-family homes from the mid US$200,000s to low US$300,000s and family-oriented amenities such as parks, pools, trails, and playgrounds. These launches highlight KB Home’s emphasis on energy-efficient, highly personalized, master-planned communities positioned near major employment hubs and transport links, which could be...

Wondering if Willis Towers Watson stock is priced attractively today or if the risks outweigh the potential reward? This article breaks down what the current share price might be implying. Willis Towers Watson last closed at US$260.03. While the stock has risen 1.2% over the past month, it is still down 20.3% year to date and 11.6% over the past year, with a gain of 16.1% over three years and 20.4% over five years. These mixed returns sit against an ongoing flow of industry and macro news...

Wondering if Yum China Holdings stock still offers value at current levels, or if the recent moves have already priced in the story? This article walks through what the numbers are saying right now. The share price closed at US$43.28, with returns that declined 1.2% over the past week, 4.8% over the past month, and 10.2% year to date. Over longer periods, the share price has risen 3.5% over the past year and declined 20.9% over three years and 30.0% over five years. These shifts can change...

Global inflation questions, shifting central bank policies and energy price swings have put resilience and reliability at the top of many investors’ wish lists. Aerospace and defense companies sit at the crossroads of government spending, long-term contracts and critical infrastructure, which can offer a different risk and return profile compared with more cyclical areas of the market. This Aerospace And Defense screener filters for companies that manufacture or provide services to these...

EQT (EQT) stock is drawing attention after the company reported fourth quarter results that exceeded Wall Street profit estimates, supported by higher natural gas demand from data centers and liquefied natural gas exports. See our latest analysis for EQT. Despite the upbeat quarter, EQT's recent share price return shows pressure, with the stock down 11% over the past month and 20.95% over the last 90 days, while the 5 year total shareholder return of 164.80% still reflects strong longer term...

Rivian Automotive (RIVN) is back in focus after beginning deliveries of its R2 SUV while aligning with partners like AT&T and ChargeScape, moves that collectively broaden its reach and technology footprint. See our latest analysis for Rivian Automotive. Rivian Automotive’s recent news around R2 deliveries, ChargeScape participation, workforce reductions and an autonomy roadmap has come alongside a 1‑month share price return of 21.8%, while the year to date share price return has fallen 16.2%...

Westinghouse Air Brake Technologies (WAB) is back in focus after Forsee Power announced a Memorandum of Understanding to integrate its PULSE PLUS RAIL battery systems into Wabtec’s battery electric locomotive platforms. See our latest analysis for Westinghouse Air Brake Technologies. The Forsee Power agreement comes as Westinghouse Air Brake Technologies trades at $271.86, with a 7 day share price return of 5.98% and a 90 day share price return of 14.64%. The 1 year total shareholder return...

Earlier in June 2026, Waste Connections announced an 11.1% increase in its dividend, highlighting management’s emphasis on returning more cash to shareholders while running a large North American waste management network. The dividend hike comes even as the company faces signs of slowing demand and pressure on profitability, underscoring a tension between income-focused capital returns and operational headwinds. We’ll now examine how this sizable dividend increase, set against concerns about...