U.S. Software Stock News

Ashland (ASH) is drawing fresh attention after launching permexa sodium caprate, an excipient aimed at oral peptide and biologic drugs, including GLP-1 programs, with investors watching how this product could influence its future commercial traction. Ashland’s launch of permexa sodium caprate and its upcoming Innovation Day on 17 September 2026 arrive alongside a 32.7% 90 day share price return and 41.7% 1 year total shareholder return, which indicates recent momentum in the stock. Scan 19...

General Mills (NYSE: GIS) is facing a new shareholder proposal from a coalition of major institutional investors calling for a detailed human rights risk report across its operations and supply chain. The proposal, filed ahead of the company's upcoming annual meeting, seeks greater transparency on how the food maker identifies, assesses and manages human rights risks. Investors are focusing on potential reputational and operational risks tied to labor practices, sourcing standards and...

In August 2026, ACCIONA announced it had appointed AECOM as design partner for the Warkworth to Te Hana section of New Zealand’s Northland Corridor Program, a new 100-kilometer motorway intended to improve safety, resilience, and travel efficiency between Auckland and Whangārei. The win deepens AECOM’s role in complex, sustainability-focused transport infrastructure, potentially reinforcing perceptions of its global reach and capabilities in large-scale advisory and design work. Next, we’ll...

Globus Medical (GMED) has come into focus after its recent share performance and valuation metrics attracted fresh attention from investors. The stock last closed at $80.48, with recent returns showing a mixed short term picture. Over the past year, Globus Medical has seen short term share price pressure, with the 7 day share price return down 2.99% and the year to date share price return down 7.81%. However, the 1 year total shareholder return of 34.36% and 3 year total shareholder return of...

Merck (NYSE:MRK) has received US FDA approval for LIPFENDRA, the first oral PCSK9 inhibitor for cholesterol management. The drug targets adults with hypercholesterolemia who need additional LDL cholesterol lowering beyond existing therapies. LIPFENDRA introduces an oral option in a treatment class that has so far been dominated by injectable PCSK9 therapies. This shift toward oral and AI supported drug development in cardiometabolic care points to a broader trend that investors may want to...

In August 2026, Baxter International appointed John Rogers, formerly CFO of Smith+Nephew and WPP, as its next Chief Financial Officer and Executive Vice President, while CEO Andrew Hider temporarily assumed CFO duties and Assistant Controller Bernie Heine stepped in as interim Chief Accounting Officer and Controller during the finance leadership transition. This reshaping of Baxter’s senior finance team concentrates oversight of capital allocation, reporting, and transformation under leaders...

Bread Financial Holdings has delivered a very strong share price run over the past three years, yet the stock still screens as undervalued on broad valuation checks. Recent short term weakness contrasts with a high value score and a market view that has not fully rerated the company. The stock has returned 189.3% over three years, which puts recent share price softness into context for anyone looking at the longer track record. Expectations around Bread Financial Holdings' ability to manage...

AMETEK (AME) is back in focus after recent trading saw the stock close at $231.32, with returns down 1.6% on the day and about 4% over the past month. Over the past year AMETEK’s share price has generally trended higher. Recent weakness, including a 7 day share price return of down 4.3% and a 30 day share price return of down 4.3%, has softened what remains a positive year to date gain of 10.6%. Compare AMETEK’s recent pullback with other industrial stocks showing stronger momentum and...

In recent months, Vistra has moved to power the digital economy by joining KKR and NVIDIA to form Helix Digital Infrastructure, while also signing 20-year nuclear power agreements with Amazon Web Services and Meta Platforms covering nearly 4,000 megawatts. These long-duration contracts, alongside a recent share purchase by CEO James A. Burke through his JAMEB, LP vehicle, underline management’s commitment to building durable, contracted cash flows in data center and clean energy markets...

Conagra Brands (CAG) is back on investors’ radar after its Banquet business introduced MEGA Crispy Chicken Tenders, a new frozen offering aimed at U.S. consumers seeking convenient, higher protein chicken options. Conagra Brands’ share price has rallied in recent months, with a 30 day share price return of 11.03% and a 90 day gain of 28.06%. However, the year to date share price return remains down 6.88% and the 5 year total shareholder return is down 37.26%. This points to improving short...

In the first half of 2026, Melco International Development reported a 2.7% year-on-year rise in net revenues to HK$20.5 billion (US$2.62 billion), while profit attributable to owners fell 11.8% amid higher operating costs and property impairments, against a backdrop of three consecutive months of year-on-year Macau casino revenue declines, including a 1.2% drop to US$2.71 billion in August. The combination of softer Macau gaming conditions and margin pressure highlights how reliant Melco’s...

Republic Services stock has delivered strong 5 year returns, yet today investors face a split picture, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade below fair value while market based multiples point to an expensive profile. At the same time, insider buying by a major shareholder has drawn fresh attention to what the recent share price implies for long term holders. Over the past 5 years, Republic Services has returned about 92.8%, which...

Why Cheesecake Factory Stock Is Back In Focus After Its Latest Earnings Cheesecake Factory (CAKE) is back on investor radar after its recent earnings report showed better than expected results on earnings, margins, and same store sales during a period of rising costs and softer restaurant traffic. The company coupled this earnings beat with a steady US$0.30 quarterly dividend and continued new restaurant openings. For shareholders, that combination of returning cash while still adding...

In August 2026, Moody’s Corporation announced that its connected intelligence is now available within Google Cloud’s Gemini Enterprise for Financial Services via the Moody’s Credit Model Context Protocol server, giving users direct access to Moody’s ratings, research, and curated risk data inside the platform where they already work. This move deepens Moody’s role at the core of AI-enabled credit and risk workflows, turning its data and analytics into embedded infrastructure within a major...

Hershey stock has pulled back over the past year, yet a Discounted Cash Flow (DCF) intrinsic value estimate still points to a large gap between the current share price and what the cash flow math suggests. At the same time, broader valuation checks screen as mixed rather than a clear bargain, especially with competitive pressure weighing on sentiment. Over the past 5 years, Hershey has returned about 14.9%, which is a modest gain that leaves recent weakness in focus for long term holders. On...

UniFirst (NYSE:UNF) has introduced Always U™, a new workwear collection that includes a dedicated women's line focused on comfort, function and modern style. The collection targets long standing gaps in the uniform market where women's options have often been adapted from men's designs. Always U™ aims to serve growing numbers of women in sectors such as construction, manufacturing and transportation that rely on uniform rental programs. This kind of product shift toward under served workers...

In August 2026, several law firms filed securities class action lawsuits against GoDaddy in the US, alleging the company misled investors about a 2025 promotional discount program and its effect on total bookings growth. The suits focus on claims that GoDaddy’s shift toward lower-priced, short-term contracts was not fully disclosed, raising questions about how transparently management communicated shifts in its business mix and demand trends. Next, we’ll examine how these allegations around...

NIO stock closed at US$4.06 today, down about 4% and extending a rough three month slide of almost 30%. That short term frustration sits against a very different earnings picture. Second quarter revenue reached about RMB 32.1b with year on year vehicle deliveries climbing to 107,658 and vehicle gross margin at 18.5%. The headline is simple: NIO has started to show positive free cash flow and a small adjusted profit while still running a premium battery electric vehicle business that scales...

Fidelity National Information Services (FIS) recently announced a collaboration with Ericsson to integrate FIS’s payments and issuing capabilities with the Ericsson Fintech Platform, aiming to help organizations launch wallet-led financial services faster and with less integration complexity. A key angle is Ericsson’s wallet infrastructure, which already supports about 131 million active users and processes roughly US$80.00 billion in monthly transaction value across 24 countries, giving FIS...

Yext stock fell 3.6% today to close at US$6.53, even after a quarter that pushed earnings sharply higher. Coming into the print, shares had already risen strongly over the past three months, so the pullback reflects investors questioning whether this pace of profit improvement can last. The headline from Q2 is clear: Yext converted a largely flat revenue base of about US$111 million into US$13.1 million of net income and double digit earnings per share. The key issue from here is whether that...

In August 2026, Transocean Ltd. announced a two-year binding Letter of Award for its drillship Dhirubhai Deepwater KG2 from Oil and Natural Gas Corporation Limited in India, expected to start in early 2027 and contribute about US$300 million in contract value, including additional services and mobilization fees. The agreement, which also includes two years of priced options that could keep the drillship working in India into early 2031, materially strengthens Transocean’s contracted backlog...

ConocoPhillips (COP) is back in focus after fresh policy and industry moves linked the company to both Venezuelan crude access and a new push to map U.S. subsurface resources for long term energy security. Against this backdrop, ConocoPhillips’ share price has climbed to US$136.19, with a 30 day share price return of 13.04% and a year to date share price return of 40.84%. Its 1 year total shareholder return of 41.92% reflects strong momentum building around the stock as policy developments...

Affirm Holdings has delivered a very strong 3 year share price run, yet current valuation checks suggest the stock now looks closer to fairly priced on intrinsic value while still screening as cheap on market multiples. For investors, the question is whether that mix of past gains and mixed signals leaves enough potential reward to justify the risk from here. Affirm Holdings has gained about 219% over the past 3 years, which puts recent share price weakness into context as a pullback after a...

Snap (NYSE: SNAP) is rolling out its Unified Attribution tools worldwide for Snapchat advertisers in partnership with major mobile measurement partners. The expanded capability lets marketers track and compare mobile marketing performance across platforms through a single attribution framework. Advertisers gain more consistent measurement of campaigns on Snapchat, which can support efforts to adjust budgets and creative in real time. The global launch comes as Snap seeks to improve ad...