U.S. Software Stock News

Why Casey's General Stores is back in focus after index removals Casey's General Stores (CASY) is drawing fresh attention as a multiyear expansion plan and operating trends take center stage, even as the stock exits several Russell indexes tracked by institutional investors. The company has laid out a three-year roadmap that targets at least 400 additional stores through new builds and acquisitions, a scale-up that leans on its core model of fuel, grocery, and prepared food offerings across...

Adobe Inc. ( NASDAQ:ADBE ) shareholders (or potential shareholders) will be happy to see that the Independent Director...

Why Monolithic Power Systems Is Back in Focus After Index Moves Recent index changes have put Monolithic Power Systems (MPWR) back on many investors’ radar. The stock was added to the Russell Top 200 Growth and Russell Top 200 indexes and removed from the Russell Midcap benchmarks. At the same time, fresh investor commentary has highlighted the company’s recent earnings, management’s updated full year guidance, and expectations for its enterprise data segment. There is specific interest in...

With global growth sending mixed signals, from steady services activity in parts of Europe and Asia to softer manufacturing in core economies, many investors are looking for stocks that can stand on their own financial strength. High Quality Undervalued Stocks offers a focused way to look for companies that pair solid balance sheets with good cash flows while still trading at prices that imply low expectations. This article highlights 3 stocks from that screener that fit this profile, helping...

Arcus Biosciences recently announced that Nature has published results from its ARC-20 study, showing how casdatifan monotherapy affects metastatic clear cell renal cell carcinoma by linking deeper HIF‑2α inhibition to changes in the biomarker serum EPO. The findings highlight that greater suppression of serum EPO was associated with higher response rates and longer progression‑free survival, reinforcing casdatifan’s potential role across multiple treatment lines in kidney cancer. We’ll now...

Strategy stock sits at the center of a sharp valuation debate, with its market price under pressure over the past year while both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a discount. Over the past 3 years, Strategy has delivered a 164.7% return, which keeps the long term story in play despite a much weaker recent share price performance. The company’s large Bitcoin treasury and ongoing capital framework changes can...

Rare earth metal stocks sit at the crossroads of clean energy, advanced technology and defense at a time when global demand for electric vehicles, high-tech services and resilient supply chains is firmly in focus. While services activity and inflation trends vary across regions from Europe to Asia, the long-term need for critical minerals in batteries, electronics and industrial systems remains central to many growth and policy agendas. This article walks through three stocks from the Rare...

On 27 June 2026, Option Care Health, Inc. was added to multiple Russell value and small-cap indices, including the Russell 2000 Value, Russell 2500 Value, Russell 3000 Value, Russell 3000E Value, and Russell Small Cap Comp Value benchmarks, while being removed from the Russell 2000 Dynamic Index. This broad index inclusion increases the company’s visibility among institutional investors and index-tracking funds, potentially influencing trading volumes and liquidity given the breadth of these...

Index changes put Lamar Advertising in focus Lamar Advertising (LAMR) has been added to several Russell value and defensive benchmarks while being removed from the Russell 1000 Dynamic Index. This shift can influence how some index funds and institutional investors approach the stock. These index changes come alongside recent reports of improved analyst sentiment and earnings estimate revisions for Lamar Advertising. As a result, some investors may be reassessing how the stock fits into...

Index removal reshapes the backdrop for Alpha Metallurgical Resources Alpha Metallurgical Resources (AMR) has been removed from the Russell 2000 Growth Defensive, Value Defensive, and Defensive Indexes, an index reshuffle that could prompt ownership changes as rules-based funds realign their portfolios. This type of index removal often affects how indexed and quantitative investors treat a stock, even when a company’s underlying coal operations, revenue mix, and financial profile remain...

Lindsay Corporation reported past fiscal third-quarter 2026 results with sales of US$160.76 million and net income of US$15.82 million, reflecting lower year-on-year revenue and earnings per share despite continued profitability. Alongside weaker irrigation demand, Lindsay’s quarter was marked by infrastructure revenue growth, double-digit technology platform gains, active share repurchases of 221,543 shares, and a shift into multiple Russell value indexes. We’ll now examine how the contrast...

With weaker US jobs data, rising borrowing costs, and rate hike worries tugging at sentiment, many investors are rethinking how much risk they want to take. Defensive dividend stocks, with larger market caps, sturdy balance sheets, and a record of paying consistent income, can look relatively steady when growth stories feel less certain. This article explains how the latest macro signals around jobs, yields, and manufacturing might influence that corner of the market, and highlights 3 stocks...

In late June 2026, Sonos, Inc. was added to the Russell 2000 Value-Defensive, Defensive, and Growth-Defensive indices, while TC Acoustic and Lazada launched a Super Brand Day campaign in Singapore and Škoda Auto announced Sonos as the audio partner for its new Peaq electric vehicle. Together, these index inclusions and high-profile collaborations highlight Sonos’s expanding brand reach across both capital markets and consumer touchpoints, from home audio to in-car listening. We’ll now...

In late June 2026, Lithia Motors, Inc. (NYSE:LAD) was removed from several major Russell growth benchmarks, including the Russell 1000, 2500, 3000, 3000E, Small Cap Composite, and Midcap Growth indexes. This broad exclusion from key passive benchmarks can alter how index-tracking and growth-focused funds view Lithia, potentially reshaping its shareholder base and liquidity profile. Next, we will examine how Lithia’s removal from multiple Russell growth indexes may influence its existing...

Why EyePoint’s Index Additions Matter for Investors EyePoint (EYPT) has just been added to several Russell growth indices, a change that often prompts passive funds and ETFs to adjust holdings. This can potentially increase trading activity and investor attention around the stock. For you as an investor, these index inclusions are less about a sudden shift in company fundamentals and more about understanding how benchmark membership can affect liquidity, visibility and who might be buying or...

Leonardo DRS (DRS) has just been removed from several Russell growth benchmarks, a broad index exit that can reshape short term trading flows and prompts fresh questions about how investors assess the stock now. See our latest analysis for Leonardo DRS. At a share price of $43.72, Leonardo DRS has a 1 day share price return of 2.42% and a year to date share price return of 25.70%. The 1 year total shareholder return has declined 4.96%, while the 3 year total shareholder return is up about...

Recent commentary on Surgery Partners (SGRY) from Cantor Fitzgerald, highlighting expectations for profitability and net income growth this year despite softer second quarter operating trends, pushed the stock up 2.7% in the latest session. See our latest analysis for Surgery Partners. That move sits on top of a 41.5% 90 day share price return and 25.1% 30 day share price return. However, Surgery Partners still has a 1 year total shareholder return that declined 22.2%, pointing to improving...

Recent research indicates significant growth in the global AI Orchestration Platform Market, fueled by the increasing adoption of artificial intelligence across various industries. These platforms, vital in coordinating and optimizing AI operations, are set to expand from a market value of approximately USD 9.81 billion in 2025 to about USD 72.45 billion by 2035, exhibiting a substantial compound annual growth rate of 22.13%. The demand for AI orchestration is driven by the necessity to...

Natera (NTRA) has drawn fresh investor attention after a series of partnerships and approvals, including new Phase 3 trial collaborations and regulatory clearance for its Signatera test in Japan for colorectal cancer. See our latest analysis for Natera. Those clinical partnerships and the Japan approval have coincided with strong momentum in Natera’s stock, with a 30-day share price return of 31.30% and a 1-year total shareholder return of 72.68%. The 3-year total shareholder return is very...

Some Mineralys Therapeutics, Inc. ( NASDAQ:MLYS ) shareholders may be a little concerned to see that the President, Jon...

In late June 2026, Ollie's Bargain Outlet Holdings, Inc. was added to both the Russell 1000 Defensive Index and the Russell 1000 Value-Defensive Index, marking its inclusion in two widely followed benchmarks for resilient, value-oriented companies. This index inclusion, coming shortly after a quarter of year-on-year revenue growth and management’s positive commentary, highlights how investors are increasingly viewing Ollie’s as a defensively positioned discount retailer with a differentiated...

In late June 2026, Jack in the Box Inc. completed a US$500 million securitized debt refinancing and was reclassified across several Russell indices, including additions to the Russell Microcap and Russell 3000E families while exiting certain Russell 2000 defensive subsets. This combination of balance sheet reshaping and index reweighting altered how the company fits into benchmark portfolios and may change how both passive and active investors gain exposure to the stock. Next, we’ll examine...

Bristow Group (VTOL) was added to both the Russell 2000 Value-Defensive Index and the Russell 2000 Defensive Index on June 27, 2026, a move that can prompt portfolio rebalancing by index-tracking funds. See our latest analysis for Bristow Group. For context, Bristow Group’s share price is US$41.41, with a year-to-date share price return of 10.9%. Its 1 year total shareholder return of 21.72% and 5 year total shareholder return of 57.78% point to momentum that has built over a longer horizon,...

Central Garden & Pet (CENT) is back in focus after Zacks assigned the stock its highest ranking, with the company’s year-to-date return of 37.6% standing against weaker Consumer Discretionary sector performance. See our latest analysis for Central Garden & Pet. The strong year to date share price return sits alongside a 22.7% 90 day share price gain and a 16.3% 30 day move. The 1 year total shareholder return of 20.4% and 3 year total shareholder return of 47.9% point to momentum that has...