U.S. Software Stock News

Earlier in August 2026, Federated Hermes was upgraded to a Zacks Rank #1 (Strong Buy) after analysts raised earnings estimates, reflecting stronger expectations for its underlying business performance. This shift in analyst sentiment highlights how earnings estimate revisions can quickly reshape perceptions of an asset manager’s prospects relative to peers. Now we’ll examine how this upgrade, driven by rising earnings estimates, affects Federated Hermes’ existing investment narrative and...

Inter Pag deal puts ACI Worldwide in focus for Brazil’s digital payments growth ACI Worldwide (ACIW) is back on investor radar after Inter Pag selected the ACI Acquiring Platform and RS2 powered back-office card management for its next phase of payments expansion in Brazil. The agreement ties ACI Worldwide more closely to one of Brazil’s large small business focused acquirers, at a time when Pix and other alternative methods are reshaping how local merchants accept and process payments. See...

Ameren dividend declaration and what it means for shareholders Ameren (AEE) has affirmed its income policy, with the board declaring a quarterly cash dividend of $0.75 per share, payable September 30, 2026, to shareholders of record on September 8, 2026. See our latest analysis for Ameren. Ameren shares trade at $107.16, with a 1-day share price return of 0.97% and a year-to-date share price return of 6.25%. The 3-year total shareholder return of 46.36% points to stronger longer term...

CoreWeave (NasdaqGS:CRWV) expanded its AI cloud ecosystem, becoming a key infrastructure provider within Rescale's digital engineering cloud for next generation R&D. The company also entered a multi year agreement with Hudson River Trading to supply AI cloud resources for quantitative trading research. These partnerships connect CoreWeave to demanding AI and high performance computing workloads across both engineering and financial markets. For readers looking to explore more companies...

Tapestry (TPR) stock is in focus after the company reported fourth quarter and full year results, which showed higher sales and a swing to profit, alongside a 16% dividend increase and completion of a large buyback. See our latest analysis for Tapestry. The recent earnings, dividend increase and completed buyback have kept Tapestry in focus, with the 1 day share price return of 1.53% lifting the stock to US$132.16 even as the 30 day share price return is down 7.32%. That sits against a 1 year...

SpaceX’s plan to pour up to US$100b into a new Starship launch hub in Louisiana has suddenly made space infrastructure feel much more real for investors. A project built around thousands of potential launches and 10,000 jobs can ripple across suppliers, satellite operators and ground systems. This article explores three stocks that appear positively tied to that story so you can judge where the opportunity or risk might sit for your portfolio. The three stocks in this article are just a...

GE HealthCare Technologies (NasdaqGS:GEHC) named William K. Grogan as its next Chief Financial Officer, effective 14 September 2026. Grogan previously held senior finance roles at Xylem Inc. and IDEX Corporation, where he oversaw portfolio repositioning and large acquisition integrations. The CFO transition represents a key leadership shift for GE HealthCare, with potential implications for capital deployment and operational efficiency. For readers interested in more ideas in this area, the...

In August 2026, TScan Therapeutics disclosed that Amgen elected to terminate their May 2023 Research Collaboration and License Agreement focused on Crohn's disease, effective November 10, 2026, with no early termination penalty and the wind-down of current research activities. The move ends Amgen's exclusive rights to develop and commercialize any Crohn's disease product candidates from TScan's T-cell target discovery platform, removing potential success-based milestones of over US$500.00...

Banner (BANR) has drawn attention after recent share price moves, with the stock edging down around 0.4% in the latest session and roughly 3.8% over the past week on modest trading interest. See our latest analysis for Banner. At a share price of $70.82, Banner has seen short term share price momentum cool after a weekly decline. However, its year to date share price return of 13.37% and 3 year total shareholder return of 79.77% still point to a stronger longer term record. If Banner's move...

V.F stock has fallen sharply over the past five years, yet the current market price of US$14.31 sits at a discount to what both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples suggest the business may be worth. V.F shareholders have seen the share price decline about 78.0% over five years, which keeps expectations low despite a recent 6.9% gain over the past year. If the company can stabilise cash flows and improve profitability, that can support the intrinsic...

Jazz Pharmaceuticals recently received U.S. FDA approval for two Ziihera (zanidatamab-hrii)-based regimens as first-line treatments for adults with unresectable locally advanced or metastatic HER2-positive gastroesophageal adenocarcinoma, following Phase 3 data showing longer progression-free and overall survival versus trastuzumab plus chemotherapy. This decision positions Ziihera as the first bispecific HER2 antibody approved in combination with a PD-1 inhibitor and chemotherapy for all...

ServiceNow (NOW) is back in focus after a series of AI centric announcements, including an expanded partnership with Tech Mahindra, new alliances with CoreX and Tribal, and fresh attention from Wall Street analysts. See our latest analysis for ServiceNow. ServiceNow’s recent AI partnerships and product traction have arrived alongside a sharp 30 day share price return of 29.63% and a 90 day share price return of 28.15%, although the year to date share price return is down 13.16% and the 1 year...

Earlier this week, Zoom Communications (NASDAQ: ZM) reported quarterly results, with attention centering on its earnings performance and commentary around AI initiatives. A particular focus was Zoom’s US$51 million stake in AI firm Anthropic, which analysts suggest could materially influence how investors view the company’s long-term value drivers. Next, we’ll examine how Zoom’s Anthropic investment interacts with its AI-first platform ambitions and what this means for the existing...

Earlier this month, Arista Networks reported its first quarter above US$3,000,000,000 in revenue with a 45% operating margin, raised its full-year 2026 guidance, and disclosed that multiyear purchase commitments had grown to US$9.70 billion from US$3.60 billion a year earlier. These results, supported by strong AI infrastructure demand and the Arista 2.0 platform strategy, underline how central high-performance networking has become to modern data centers. We’ll now examine how Arista’s...

Palo Alto Networks stock has delivered a very large 5 year gain, yet the latest valuation checks suggest the shares are not a clear bargain, with the intrinsic value estimate looking roughly in line with the market price while market based multiples lean expensive. Palo Alto Networks has returned about 3.6x over 5 years, which puts extra focus on whether the current price still leaves room for attractive long term returns. Recent alliances around AI focused cybersecurity, such as the...

Workiva (WK) stock has drawn fresh attention after its recent share price move, with gains of around 43% over the past month and about 52% over the past 3 months prompting closer scrutiny from investors. See our latest analysis for Workiva. Despite this sharp recent momentum in Workiva’s share price, the stock’s year to date share price return is still down 9.75%, and the 1 year total shareholder return has declined 4.7%. This highlights short term optimism set against weaker multi year...

Wells Fargo (WFC) has moved into a new phase after the Federal Reserve removed its asset cap in June 2025 and the bank closed its final consent order in early 2026, reporting 17.7% ROTCE in Q2 2026. See our latest analysis for Wells Fargo. At a share price of $84.72, Wells Fargo’s recent pattern shows short term share price returns softening, with a 7 day and 30 day share price decline, while a 90 day share price return of 9.29% and a 3 year total shareholder return of 117.57% point to...

U-Haul Holding stock has delivered a strong 40.7% gain year to date, yet its valuation checks and current pricing lean expensive rather than obviously cheap. Year to date, U-Haul Holding is up 40.7%. This means anyone buying today is paying a much higher price than at the start of 2026 and needs to think carefully about the margin of safety. For a storage and truck rental business, expectations for steady demand and cash generation can support the current share price. Any pressure on returns...

Guardant Health (GH) is in focus after a U.S. District Court upheld a major patent infringement verdict, imposing over US$245.2m in damages plus 6% ongoing royalties on 11 key products. See our latest analysis for Guardant Health. Guardant Health shares have been volatile around the patent ruling, with the stock down 4.4% on the day but still showing a 10.8% 1 month share price return and a very large 1 year total shareholder return. This suggests momentum has been building despite the legal...

Apple stock has more than doubled over the past five years, yet a fresh look at the numbers suggests investors are now paying a premium compared with one key estimate of its intrinsic value. The Discounted Cash Flow (DCF) assessment points to Apple trading above that intrinsic value, while market based multiples look broadly in line with peers and history. Apple has returned 107.8% over the past five years, which puts extra focus on whether current expectations already reflect much of the...

Tyler Technologies, Inc. recently launched Alabama’s new cloud-based licensing and user engagement platform for the Department of Conservation and Natural Resources, modernizing how more than 1,200,000 hunting, fishing, and related licenses are sold and managed each year. This rollout deepens Tyler’s multi-decade relationship with Alabama while showcasing its capability to deliver large-scale digital transformations in complex public-sector licensing systems. We’ll now examine how this...

MP Materials has delivered a strong 3 year gain, yet the stock now screens as expensive on market multiples, which raises questions about how much of the story is already in the US$57.42 share price. MP Materials has returned about 189.6% over 3 years, which puts recent weakness into the context of a very strong medium term run. Fresh interest in critical minerals linked to the US government's focus on domestic supply chains can support sentiment. Any change in policy momentum or funding...

Starbucks (SBUX) stock is back in focus after the company sold more than 2 million Unicorn Frappuccinos in one weekend, driving a 28.5% traffic surge and its biggest North America Saturday sales day. See our latest analysis for Starbucks. At a share price of US$107.49, Starbucks has posted a 28.01% year to date share price return and a 28.46% total shareholder return over 1 year, as recent product launches, menu refreshes and restructuring moves keep sentiment focused on whether this momentum...

Earlier in August 2026, Mosaic raised about US$2.0 billion through new senior notes and used much of the proceeds to refinance existing debt, while its Biosciences unit launched Renuvis Enzara, an enzyme-based residue management product aimed at improving field conditions and equipment efficiency for growers. This combination of large-scale balance sheet reshaping and a new biosciences offering highlights Mosaic’s parallel efforts to manage financing costs and expand into higher-value...