U.S. Software Stock News

Affirm Holdings (NasdaqGS:AFRM) is set to become the default buy now, pay later provider on Bolt's one click checkout platform. The company is also expanding its pay over time capabilities to thousands of Fiserv affiliated financial institutions, integrating BNPL directly into debit programs. Affirm focuses on offering consumers installment based payment options at checkout, both online and in store. With these new agreements, the company is tying its services deeper into core checkout...

Key Insights Significantly high institutional ownership implies Neuronetics' stock price is sensitive to their trading...

MBAK Energy Solutions, Inc. has appointed Hanbin Youn as its new Chief Product Designer, underscoring the company's commitment to advancing electric vehicle (EV) innovation. With extensive design experience at leading automotive companies like Honda, VW/Audi, and Faraday Future, Youn brings vital expertise in both creative vision and production execution to his new role. His work on significant EV models such as the FFZERO1 and FF91 highlights his contribution to bridging innovative design...

Community Financial System (CBU) has just closed out FY 2025 with fourth quarter revenue of US$210.5 million and basic EPS of US$1.03, while trailing twelve month revenue came in at US$796.7 million and EPS at US$3.98. The company has seen revenue move from US$190.1 million and EPS of US$0.94 in Q4 2024 to US$210.5 million and EPS of US$1.03 in Q4 2025. This gives investors a clear view of both quarterly and full year earnings power as they weigh the new numbers against the current share...

Recently, Oppenheimer downgraded Emerson Electric from Outperform to Perform, arguing that the company’s current valuation already reflects strong growth expectations and limits near-term upside as its early February earnings date approaches. At the same time, short interest in Emerson Electric has risen while still remaining well below the peer average, underscoring a mix of caution and relative confidence among investors. With these shifting analyst views and rising short interest, we’ll...

Bank OZK (OZK) is back in focus after its latest earnings release, with fourth quarter 2025 results showing higher net interest income alongside slightly lower net income and earnings per share versus the prior year period. See our latest analysis for Bank OZK. The mixed fourth quarter figures appear to sit alongside a period of softer share price momentum. There has been a 7 day share price return of a 2.78% decline and a 30 day share price return of a 1.46% decline, while the 3 month share...

ASGN (NYSE:ASGN) has acquired Quinnox, a digital services company, adding digital engineering capabilities and global delivery to its portfolio. The company plans to consolidate its various brands under a new corporate name, Everforth, as part of a broad rebranding effort. These moves represent a material shift in ASGN’s operating structure and brand identity that has not been covered in our prior discussions. ASGN, known for IT services and professional staffing, is leaning further into...

If you are wondering whether Advance Auto Parts is priced attractively today, it helps to start with how the market has treated the stock recently and how that lines up with its fundamentals. The share price closed at US$49.34 most recently, with returns of 19.4% over the past week, 19.6% over the past month, 26.9% year to date and 3.5% over the last year. However, the 3 year and 5 year returns of 65.3% and 64.0% declines show a very different longer term picture. Recent coverage around...

New Fortress Energy (NFE) is back in focus after outlining a proposed restructuring to address cash flow pressures, while simultaneously pursuing South American partnerships and LNG technology projects that sit alongside ongoing losses and a sizeable debt load. See our latest analysis for New Fortress Energy. The proposed restructuring and South American LNG projects come after a volatile period, with a 30 day share price return of 18.80% and a year to date share price return of 25.23%...

Bank of Hawaii Corporation recently reported fourth-quarter and full-year 2025 results, with higher net interest income, earnings, and a quarterly cash dividend of US$0.70 per share, while also completing a long-running share repurchase program totaling 10,867,854 shares for US$700.67 million. The bank’s seventh consecutive quarter of net interest margin improvement, combined with low net loan and lease charge-offs of US$4.1 million, underscores management’s emphasis on both profitability...

Recent performance snapshot Arm Holdings (NasdaqGS:ARM) has seen mixed recent returns, with a small 0.1% move over the past day, a 0.8% gain over the past week, and a 4.0% rise over the past month. See our latest analysis for Arm Holdings. Looking beyond the recent uptick, Arm Holdings’ 30 day share price return of 3.95% sits against a 90 day share price return decline of 30.57% and a 1 year total shareholder return decline of 22.17%. This suggests that near term momentum is still recovering...

Provident Financial Holdings (PROV) has put up a quiet quarter on the top line, with Q2 2026 revenue at US$10.0 million and basic EPS of US$0.22, supported by trailing twelve month figures of US$40.8 million in revenue and EPS of about US$1.00. Over the last few quarters, revenue has moved within a tight band from US$9.0 million in Q2 2025 to US$10.7 million in Q3 2025, while quarterly EPS has ranged from US$0.13 to US$0.28. This leaves investors to focus on how the latest print fits into...

If you have ever wondered whether Altria Group's share price really reflects what you are getting for your money, this breakdown is designed to help you judge the value on offer. Altria Group's stock last closed at US$63.62, with total returns of 4.0% over 7 days, 10.5% over 30 days, 11.0% year to date, 29.6% over 1 year, 79.4% over 3 years, and 125.9% over 5 years. This performance can change how investors think about both its potential and its risks. Recent news around Altria Group has...

Constellation Brands recently sharpened its focus on premium beer, wine, and spirits by selling lower-end wine labels, while Berkshire Hathaway increased its ownership stake, reflecting heightened institutional interest in the business. Beyond the headline transactions, this combination of portfolio refinement and high-profile institutional accumulation highlights how brand mix and shareholder base can reshape perceptions of a consumer staples company’s quality. We’ll now examine how...

French Treasury has approved MARA Holdings' 64% controlling stake in Exaion, EDF's data center subsidiary. The deal includes a non compete clause and strict regulatory, governance, and data protection conditions. The transaction expands MARA Holdings' presence in European high performance computing, AI, and bitcoin mining infrastructure. MARA Holdings (NasdaqCM:MARA), recently trading at $10.52, now has governmental approval to take a majority position in Exaion, a French data center asset...

Blaize Holdings (BZAI) is drawing fresh attention after two recent MoUs, one with Nokia Solutions and Networks Singapore for Asia Pacific AI deployments and another with the Government of Telangana to launch the Telangana AI Innovation Hub. See our latest analysis for Blaize Holdings. The recent MoUs with Nokia and the Government of Telangana arrive after a sharp share price return decline of around 50% over the past 90 days and a 1 year total shareholder return loss of about 64%. However,...

The U.S. Centers for Medicare & Medicaid Services previously proposed for 2027 a roughly flat 0.09% increase in payments for private Medicare Advantage plans, far below the 4% to 6% uplift many insurers, including Molina Healthcare, had anticipated. This unexpectedly muted rate proposal has sharpened investor focus on how Molina balances medical cost trends, contract profitability, and potential legal and regulatory scrutiny tied to its government-backed insurance business. With this...

Axsome Therapeutics (AXSM) recently dosed the first patient in its FORWARD Phase 3 trial of AXS-14 for fibromyalgia, a late stage step that puts fresh attention on the company’s pipeline progress. See our latest analysis for Axsome Therapeutics. The Phase 3 FORWARD trial news lands after a strong run in the shares, with a 30 day share price return of 23.66% and a 90 day share price return of 41.02%. This compares with a 1 year total shareholder return of 83.51%, which points to momentum...

Johnson Controls International (JCI) is drawing investor attention after appointing Susan Hughes as president for the Asia Pacific region, a leadership change described as important for its international growth ambitions. See our latest analysis for Johnson Controls International. At a share price of $116.96, Johnson Controls International has recently seen a 1-day share price return of 1.64% and a 7-day share price return of 2.10%, while its 30-day share price return of 4.18% contrasts with...

If you have been wondering whether FactSet Research Systems is attractively priced or still looks expensive, you are not alone. The stock last closed at US$268.66, with returns of a 3.0% decline over 7 days, an 8.0% decline over 30 days, a 5.7% decline year to date, a 42.2% decline over 1 year, a 34.5% decline over 3 years, and an 11.3% decline over 5 years, which can change how investors think about both risk and opportunity. This article was prompted to provide ongoing coverage of FactSet...

As the U.S. market experiences a mixed performance with the S&P 500 reaching record highs while consumer sentiment remains low, small-cap stocks present intriguing opportunities for investors seeking value in a dynamic economic environment. In this context, identifying small-cap companies with strong fundamentals and potential insider confidence can be particularly appealing amidst broader market fluctuations.

As the S&P 500 reaches new heights and the tech-heavy Nasdaq experiences a robust rally, driven by strong performances in technology stocks, the U.S. market is buzzing with optimism despite mixed signals from other sectors like healthcare. In this environment of heightened interest in technology shares, investors are keenly watching high-growth tech stocks that have shown resilience and potential for expansion, making them intriguing options to consider amidst current economic dynamics.

The 2026 Design and Verification Conference and Exhibition (DVCon U.S.) has unveiled its program, focusing on the role of artificial intelligence (AI) in alleviating the verification bottleneck within electronic design. The event, set to occur from March 2-5 at the Hyatt Regency Santa Clara, will feature a panel discussion addressing whether AI could revolutionize the design verification process or if it may be merely another over-hyped technology. Attendees will have access to keynotes,...

As the S&P 500 reaches new heights and the Nasdaq benefits from a tech rally, investors are keenly observing mixed signals in the market, including a significant drop in healthcare stocks and record highs for gold. In this fluctuating environment, identifying undervalued stocks can be crucial for investors looking to capitalize on potential growth opportunities amidst broader economic optimism and consumer spending resilience.