U.S. Software Stock News

Recent quarterly results and filings from HCA Healthcare (HCA) have drawn fresh attention to the stock, as the company reports higher revenue and net income for 2025 alongside ongoing investment in digital and AI capabilities. See our latest analysis for HCA Healthcare. Those headlines around strong 2025 results, new emergency facilities and heavier options activity have arrived alongside firm share price momentum, with a 15.13% 1 month share price return and a 72.15% 1 year total shareholder...

StepStone Group (NasdaqGS:STEP) has partnered with Utmost to offer UK clients access to evergreen global private markets strategies. The collaboration focuses on giving a wider range of UK investors exposure to diversified private markets portfolios. The partnership aligns with government-backed efforts in the UK to broaden access to private markets investing. For you as an investor, this move highlights how StepStone Group, a global private markets firm, is positioning its evergreen...

Several large research firms have recently reiterated their views on Monster Beverage (MNST), highlighting its strong free cash flow, 28% operating margin, and 37.3% return on invested capital as key factors in the current investment debate. See our latest analysis for Monster Beverage. Monster Beverage’s share price has climbed 13.42% over the past 90 days and 6.99% year to date, while its 1 year total shareholder return of 65.44% points to strong momentum building behind the story analysts...

Riot Platforms secured approval for a 10 year property tax abatement tied to its new Texas data center. The company named Advanced Micro Devices as the first tenant at the facility, signaling early commercial traction. The project is intended to support both data infrastructure services and institutional scale Bitcoin mining activity. Riot Platforms, traded as NasdaqCM:RIOT, is pushing further into large scale infrastructure with this Texas build out while still tying the project to its...

If you are wondering whether Goldman Sachs Group is still attractively priced after its recent run, you are not alone. This article will walk through what the current share price might be implying about value. The stock last closed at US$905.14, with returns of 39.8% over 1 year, 164.8% over 3 years and 223.0% over 5 years. The past month and year to date show declines of 5.9% and 1.0%, and there has been a 2.5% decline over the last week. Recent market attention around large US financial...

In February 2026, Melco Resorts & Entertainment reported fourth-quarter 2025 results showing revenue rising to US$1,293.27 million and a swing from a US$20.27 million net loss to a US$60.64 million net income, supported by stronger gaming performance in Macau and Cyprus. Alongside this financial improvement, Melco secured a record 19 Forbes Travel Guide Five-Star Awards and maintained about US$2.40 billion of liquidity, underscoring both operational strength and brand positioning across its...

What Sandisk’s recent run means for investors Sandisk (SNDK) has caught investor attention after a month return above 50% and a past 3 months gain that is very large, prompting fresh questions about how its fundamentals line up. See our latest analysis for Sandisk. That surge has come on top of a strong recent run, with a 7 day share price return of 4.78% and a 30 day share price return of 51.48%, contributing to a 1 year total shareholder return that is very large. Recent momentum looks...

Avista Corp.’s board previously declared a quarterly dividend of US$0.4925 per share on its common stock, payable on March 13, 2026, to shareholders of record as of February 25, 2026, equating to an annualized dividend of US$1.97. A separate filing with the Idaho Public Utilities Commission seeking an overall 7.4% electric revenue increase, and an estimated 7.7% rise in Idaho residential bills if approved, highlights how regulatory decisions could affect Avista’s ability to fund energy...

What recent performance says about Sanmina stock Sanmina (SANM) has recently shown mixed share price performance, with a 3.2% gain over the past day but declines over the past week, month, and past 3 months that may catch investors’ attention. See our latest analysis for Sanmina. That 3.2% 1 day share price return comes after a weaker patch, with the 30 day share price return of 17.83% and year to date share price return of 8.46% both pointing to fading short term momentum. At the same time,...

Why Provident Financial Services Is On Investors’ Radar Provident Financial Services (PFS) has drawn attention after a strong run in its shares over the past 3 months, putting its recent performance and underlying banking business in sharper focus for investors. With the stock also showing a solid move over the past month, many investors are taking a closer look at how its current valuation lines up against its financial profile, including revenue of $866.82 and net income of $291.16. See our...

In recent weeks, Charles Schwab reported that client assets reached US$12.15 billion, an 18% year-over-year increase, alongside 476,000 new brokerage accounts and higher margin balances, while investors reacted strongly to an AI-driven tax planning tool launched by fintech rival Altruist. This mix of rapid asset growth and rising digital competition has sharpened attention on how Schwab’s scale, technology, and advisory model might evolve as AI tools push down the cost of human advice. We’ll...

Oklo (NYSE:OKLO) has agreed with Meta Platforms to develop a 1.2 GW nuclear power campus in Ohio to supply clean energy for data centers. The arrangement includes upfront capital commitments from Meta and centers on Oklo's advanced fission reactor technology. The project targets the rising power needs of AI and cloud computing infrastructure at large scale. Oklo, trading at $65.69, sits at the intersection of nuclear power and digital infrastructure through this new agreement with Meta. The...

Why UPS Stock Is Back in Focus United Parcel Service (UPS) is back on investors’ radar after better than expected fourth quarter results, higher 2026 guidance, and an aggressive overhaul that includes workforce reductions and facility closures. At the same time, fresh legal challenges from the Teamsters over driver buyout programs are testing UPS’s plan to shift away from lower margin Amazon related deliveries toward higher margin segments, adding another layer for shareholders to watch. See...

Liberty Latin America (NasdaqGS:LILA) is using its upgraded infrastructure to roll out end to end communications solutions across Latin America and the Caribbean. The company is leaning on its wider regional footprint to deepen its presence in wireless and broadband markets. These moves reflect a shift toward more integrated services that goes beyond routine financial updates. For you as an investor, this matters because Liberty Latin America is not just a connectivity provider; it is...

Taylor Morrison Home Corporation recently reported its fourth-quarter and full-year 2025 results, with Q4 revenue of US$2,099.64 million and net income of US$174.02 million, both lower than a year earlier but ahead of analyst expectations on an adjusted basis. The company highlighted resilient demand in move-up and Esplanade resort lifestyle communities, industry-leading 23% home-closing gross margins, and an expanded US$1 billion share repurchase authorization through 2027 alongside plans...

Norfolk Southern (NYSE:NSC) has entered into a merger agreement with Union Pacific to form what is described as America's first transcontinental railroad. The transaction comes while Norfolk Southern continues to face legal proceedings related to the 2023 East Palestine incident. These developments are expected to affect the company's operations, regulatory profile, and position within the North American rail industry. For investors watching Norfolk Southern at a share price of $314.94,...

Tractor Supply (TSCO) just paired a 4.3% dividend increase, marking its 17th straight year of growth, with the appointment of former Gap Inc. CEO Sonia Syngal to its board. See our latest analysis for Tractor Supply. The latest governance and dividend moves come after a mixed run in the share price, with a 7.9% 1 month share price return and an 8.3% year-to-date share price return, while the 1 year total shareholder return is slightly negative and longer term 3 and 5 year total shareholder...

This article examines whether Rivian Automotive, at around US$17.73, is starting to look like value or whether the share price is still pricing in a lot of hope, by exploring what the current share price might be implying. The stock has been volatile recently, with a 19.8% return over the last 7 days, 6.4% over 30 days, a year-to-date return showing an 8.7% decline, and a 26.4% return over the past year. The 3-year return currently reflects a 12.3% decline. Recent attention on Rivian has...

ImmunityBio recently announced the ResQ215B Phase 2 trial, testing a chemotherapy-free, lymphodepletion-free CD19-targeted NK-cell, ANKTIVA, and rituximab regimen in indolent B‑cell non-Hodgkin lymphoma, while also securing expanded approvals and planned launches for ANKTIVA in multiple international markets. This combination of off-the-shelf cellular therapy with an IL-15 superagonist highlights ImmunityBio’s attempt to differentiate immuno-oncology treatments from conventional CAR-T...

If you are wondering whether International Business Machines (NYSE:IBM) still offers fair value after a long run in the share price, this article walks through what the numbers currently suggest. IBM closed at US$262.38, with returns of 2.9% over 1 year, a large gain over 3 years and 181.8% over 5 years. However, the stock has seen a 12.2% decline over 7 days, 14.2% over 30 days and a 10.0% decline year to date. Recent headlines have focused on IBM's ongoing push into software and services,...

Pilgrim's Pride recently reported its fourth-quarter 2025 results, with revenue rising to US$4,517.84 million while net income dropped to US$87.99 million, and full-year sales reaching US$18.50 billion with essentially flat earnings compared with the prior year. The earnings release highlighted strong demand for branded and prepared foods such as Just BARE alongside margin pressure from commodity costs and regional headwinds, underscoring a shift toward higher-value products amid a tougher...

Western Union stock snapshot Western Union (WU) has been relatively steady recently, so investors may focus less on a single headline event and more on how its valuation, returns and fundamentals currently line up. See our latest analysis for Western Union. At a share price of US$9.60, Western Union has seen a 7.87% 90 day share price return and a more modest 1.27% 1 year total shareholder return. This suggests recent momentum that contrasts with weaker multi year outcomes. If this trading...

AllianceBernstein Holding L.P. reported that fourth-quarter 2025 net income fell to US$81.8 million and full-year net income to US$299.84 million versus the prior year, while also declaring a cash distribution of US$0.96 per unit payable on March 12, 2026, to unitholders of record on February 20, 2026. The company’s recent Form 10-K filing points to lower performance-based fees, higher expenses, and ongoing investment in private alternatives and technology as key drivers of its weaker...

Moelis (MC) is back in focus after reporting fourth quarter and full year 2025 earnings that topped market expectations, alongside a new US$300 million buyback authorization and confirmation of its regular US$0.65 quarterly dividend. See our latest analysis for Moelis. Even with the upbeat earnings, buyback activity and reaffirmed dividend, recent share price performance has been mixed. A 14.94% one-month share price decline contrasts with an 8.78% three-month share price gain and a 64.66%...