U.S. Software Stock News

Walt Disney (NYSE:DIS) has appointed Josh D’Amaro, current head of its parks and experiences division, as its new CEO. Dana Walden has been named President and Chief Creative Officer in a newly created C suite role. This leadership transition ends prolonged uncertainty around Bob Iger’s succession and reshapes Disney’s top executive team. For you as an investor, this marks a key moment for a company that spans theme parks, film studios, streaming, consumer products and TV networks...

National Storage Affiliates Trust (NSA) has recently drawn attention after a period of mixed performance. The stock has shown a one-month return of 9.3% and a one-year total return of 8.7%. See our latest analysis for National Storage Affiliates Trust. At a share price of US$32.16, National Storage Affiliates Trust has seen a 1 month share price return of 9.28% and a year to date share price return of 15.31%, while its 1 year total shareholder return of 8.71% points to momentum that has been...

Wondering if Braze is starting to look like a bargain or if the market is pricing it fairly, given all the recent volatility around growth stocks? After a sharp reset, Braze's share price sits at US$17.73, with a return of an 18.7% decline over 7 days, a 43.5% decline over 30 days, a 45.5% decline year to date, a 58.3% decline over the past year, and a 43.1% decline over 3 years. Recent coverage has focused on how customer engagement platforms like Braze fit into software budgets and how...

If you are wondering whether Walker & Dunlop's share price still reflects its true worth, you are not alone. This article will focus squarely on what you might reasonably infer about value from the available data. The stock closed at US$62.86, with returns of a 2.7% decline over 7 days, 3.6% over 30 days, 7.1% year to date and a 31.9% decline over 1 year. Taken together, these figures paint a mixed picture of recent sentiment and risk. Recent news around Walker & Dunlop has focused on...

Analyst sentiment shift puts Lincoln Electric Holdings (LECO) in focus Several analyst firms, including Barclays and Roth Capital, have recently reiterated or upgraded their views on Lincoln Electric Holdings (LECO), a wave of positive sentiment that appears to be shaping current trading interest in the stock. See our latest analysis for Lincoln Electric Holdings. At a share price of US$284.66, Lincoln Electric’s recent momentum is clear, with a 30 day share price return of 13.09% and a 90...

If you are wondering whether Camden Property Trust is fairly priced or offering value right now, this article will walk through what the current numbers are actually saying. The stock last closed at US$106.57, with recent returns of a 2.2% decline over 7 days, 3.4% decline over 30 days, 3.3% decline year to date and 6.0% decline over 1 year, compared with an 18.9% gain over 5 years. These moves have come as investors continue to reassess US residential real estate investment trusts and how...

Klaviyo recently launched a Klaviyo app in ChatGPT, giving marketers direct access to their Klaviyo data within ChatGPT and extending its AI-focused B2C CRM roadmap, while Wunderkind announced its debut on the Klaviyo App Marketplace to feed identity insights into Klaviyo’s unified customer profiles. Together, these moves highlight Klaviyo’s push to embed AI and large-scale identity data into everyday marketing workflows, potentially making campaign design, personalization and execution more...

If you are wondering whether DHT Holdings at around US$14.23 is offering good value or asking too much, you are not alone. The stock has returned 0.9% over the last 7 days, 18.4% over the last 30 days, 21.2% year to date and 31.7% over the past year, with a 3 year return of 79.3% and a very large 5 year gain that sits at roughly 3x. These moves sit against a backdrop of ongoing interest in the oil tanker space and investor attention on companies with exposure to crude shipping routes. This...

AppLovin (NasdaqGS:APP) is experiencing sharp share price swings as investors react to concerns about AI-driven disruption in mobile advertising and gaming ad-tech. New AI platforms, including Google's Project Genie and startups such as CloudX, are intensifying competitive pressure on AppLovin's core business. The company is also responding to a short-seller report that alleges links to illicit financial activities, which AppLovin has publicly rejected as false and misleading. AppLovin runs...

Yum! Brands (YUM) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$1.92, while trailing twelve month revenue sits at US$8.2b with EPS of US$5.59. Over the past year, revenue has ranged from US$1.79b in Q1 2025 to US$2.51b in Q4 2025, with quarterly EPS moving from US$0.90 to US$1.92. This gives investors a clear view of how the top and bottom lines have tracked through the year. With a trailing net margin of 19%, the latest results highlight a business where...

Baker Hughes (NasdaqGS:BKR) agreed to be a preferred provider of refinery chemical technologies and digital tools for Marathon Petroleum across multiple U.S. sites. The company also signed a global memorandum of understanding with MAIRE Group’s Tecnimont to jointly pursue modular LNG projects worldwide. Baker Hughes, a major energy technology and services provider, is deepening its role across both traditional refining and LNG value chains. The new arrangements with Marathon Petroleum and...

Management reshuffle and investor focus Inter & Co (NasdaqGS:INTR) recently updated several senior management roles, including new appointments for its Brazil Chief Executive Officer, Chief Risk Officer, Chief Commerce Officer, and Chief Human Resources Officer. This type of shift often prompts investors to reassess leadership execution. A follow up special call is planned to offer additional insights into the business, giving you more context on how this refreshed leadership team aligns with...

Ameriprise Financial recently reported fourth-quarter 2025 results, with revenue rising to US$5,047 million and net income of US$1,008 million, and its board declared a quarterly dividend of US$1.60 per share payable on February 27, 2026. The company also secured a large institutional partnership with Huntington National Bank, gaining access to US$28 billion of transferred client assets and expanding its financial institutions business. Next, we will examine how stronger-than-expected...

Anthropic’s latest enterprise AI tools, pitched as replacements for repetitive software-driven work, sent a fresh jolt through software names. Upwork (UPWK) experienced sharp intraday volatility as investors reassessed automation risk. See our latest analysis for Upwork. The Anthropic news hit during a choppy period for Upwork, with the share price at US$17.82 and a 7 day share price return of 15.22% and 30 day share price return of 12.09%. This contrasts with a 1 year total shareholder...

Reinsurance Group of America (NYSE:RGA) announced a new share repurchase program alongside its latest quarterly update. The company declared a regular quarterly dividend, signaling continued capital returns to shareholders. RGA recently expanded its real estate portfolio with a major industrial acquisition in Portland. The company also reported better than expected fourth quarter results and introduced leadership changes. RGA is a global life and health reinsurer, so its decisions around...

In late January 2026, Concentra Group Holdings Parent, Inc. issued full-year 2026 guidance, forecasting revenue of US$2.25–US$2.35 billion and net income of US$182–US$197 million, and confirmed it had completed a 1,100,000-share repurchase for US$22.4 million under its November 2025 buyback authorization. Together with the recent opening of a new occupational health center in Tucker, Georgia, these updates highlight management’s focus on both operational growth and active capital return to...

Evercore (EVR) delivered its strongest quarter and year in 2025, with revenue of US$1,297.03 million and net income of US$203.95 million in Q4, supported by record advisory activity and platform expansion. See our latest analysis for Evercore. Despite the strong Q4 and full year showing, Evercore’s recent share price has cooled, with a 6.12% 1 month share price return decline. However, its 90 day share price return of 14.55% and 1 year total shareholder return of 24.55% still point to...

Why Alliant Energy Is Back in Focus After Its Renewables Pivot Recent coverage of Alliant Energy (LNT) is drawing attention to the utility's renewed focus on wind, solar, and energy storage, supported by long-term data center contracts and a multibillion-dollar grid modernization plan. See our latest analysis for Alliant Energy. At a share price of $66.83, Alliant Energy has seen a 2.22% 1 month share price return and a 1.89% year to date share price return. Its 1 year total shareholder...

Dynatrace (NYSE:DT) introduced Dynatrace Intelligence, a platform combining deterministic and agentic AI for autonomous operations and observability, at its Perform conference. The company also announced next-generation Real User Monitoring capabilities and new cloud-native integrations at the same event. These updates are aimed at unifying data, AI driven insights, and monitoring across complex multi cloud environments. Dynatrace (NYSE:DT) operates in observability and application...

Johnson Controls International (NYSE:JCI) has rolled out new chiller solutions focused on high-density, AI-driven data centers. The lineup includes the YORK YDAM air-cooled magnetic bearing centrifugal chiller and the Smart Ready Chiller series, aimed at thermal management and sustainability needs. The company also released a Reference Design Guide Series for 1-gigawatt AI data centers. Susan Hughes has been appointed President, Asia Pacific, to lead growth across key markets in the...

If you are wondering whether PACCAR is still priced reasonably after a strong run, this article will walk through what the current share price might be implying about its value. With the stock at US$127.42 and returns of 3.3% over 7 days, 8.8% over 30 days, 14.2% year to date and 21.4% over 1 year, longer term holders have also seen returns of 95.1% over 3 years and 132.7% over 5 years. Recent attention on PACCAR has been supported by ongoing coverage of its position in the capital goods...

If you are wondering whether Gen Digital at around US$22.43 is starting to look like value or still has more room to fall, you are not alone. The stock has pulled back recently, with a 6.2% decline over the last 7 days, a 14.4% decline over the last 30 days, and year to date returns of a 14.0% decline, compared with returns of a 17.7% decline over the last year, 12.2% over 3 years, and 17.0% over 5 years. Recent coverage has focused on Gen Digital's position in consumer cyber safety and...

If you are wondering whether Adeia at around US$17.31 is offering fair value or an opportunity, this article walks through what the current price implies about the business. The share price has seen a 4.4% decline over the past week and a 6.5% decline over the last 30 days, yet it sits on a 37.6% return over 1 year and 69.5% over 3 years, with a 5 year gain of around 3.3x. Recent coverage has focused on Adeia's role as an intellectual property licensing company and investor attention around...

First Commonwealth Financial Corporation reported fourth-quarter 2025 results on January 27, 2026, with higher net interest income and net income year over year, alongside a quarterly dividend increase to US$0.135 per share and continued share repurchases under existing buyback authorizations. The company also reduced net charge-offs versus both the prior quarter and the prior year and expanded its share repurchase authorization by an additional US$25 million to a total of US$50 million,...