U.S. Software Stock News

Planet Labs PBC has delivered a very large 3 year gain while the stock has recently pulled back, and the company still screens as expensive overall, with a low value score and an overvalued read on market multiples. Over the past 3 years, Planet Labs PBC has returned about 5.7x, which puts extra focus on whether the current share price already reflects investors' optimism. Recent launches such as the Pelican-11 satellite and expectations around AI powered Earth imaging can support growth...

The Trade Desk recently expanded its leadership bench, adding retail media veteran Kristi Argyilan as Chief Commercial Officer, Amazon and NBCUniversal alumnus Ron Lamprecht as Chief Business Development Officer, and advertising executive Penry Price to its board, while also integrating SEVEN-ELEVEN JAPAN’s retail purchase data into its AI-driven ad-buying platform. This combination of governance refresh, senior commercial hires, and access to shopping behavior data from millions of 7-Eleven...

Purcell & Lefkowitz LLP has opened a shareholder investigation into Venture Global (VG), focusing on whether company directors met their fiduciary duties around recent corporate actions, placing governance questions alongside the stock's recent performance. See our latest analysis for Venture Global. Alongside the investigation headlines, Venture Global's recent share price return has been strong, with a 1 day move of 8.92% and a year to date share price return of 96.02%. However, the 1 year...

In July 2026, Agilent Technologies received U.S. FDA approval for its PD-L1 IHC 28-8 pharmDx assay as a companion diagnostic to identify patients with several gastrointestinal cancers who may be eligible for Bristol Myers Squibb’s OPDIVO and OPDIVO QVANTIG therapies, for use exclusively on the Agilent Autostainer Link 48 platform. This approval broadens Agilent’s role in oncology diagnostics by linking its assay technology directly to widely used immunotherapy regimens in high-mortality...

In July 2026, SEI Investments launched the SEI QiM U.S. Equity Factor Allocation Active ETF (ticker: SEUS), an actively managed core U.S. equity fund that applies the firm’s U.S. Equity Factor Allocation strategy within a transparent, tax-efficient ETF structure overseen by its Quantitative Investment Management team. The new ETF extends SEI’s quantitative, factor-based equity process, already used across vehicles managing more than US$30.00 billions, into a scalable format that can broaden...

Lawmakers’ decision to relax taxes on specific remittance transfers has put Remitly Global (RELY) in focus, as investors consider how this policy shift could influence the company’s cross border payments business and stock performance. See our latest analysis for Remitly Global. Remitly Global’s share price has pulled back 4.36% over the last day to $24.13 but still shows strong momentum, with a 30 day share price return of 18.11% and year to date share price return of 82.53%, alongside a 1...

Regency Centers stock has delivered a 55.4% return over the past 5 years, and both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiples currently point to the shares trading below what those models suggest, yet the broader valuation checks send a more mixed signal. With the share price recently closing at US$82.68, the question is how much room is left before that apparent discount is fully reflected. Regency Centers has returned 55.4% over 5 years, which puts...

IPG Photonics (IPGP) has drawn fresh attention after signing a binding offer to acquire Lumibird Medical, a move that would expand its medical laser business and reshape the mix of its Advanced Solutions revenue. See our latest analysis for IPG Photonics. IPG Photonics’ latest share price of $104.33 comes after a 1-day share price return of 0.94%. However, the 30-day and 90-day share price returns are down 8.19% and 16.55% respectively. The year-to-date share price return of 39.40% and 1-year...

Generac Holdings has surged 52.3% year to date, yet its valuation picture is split, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach pointing to a discount while market multiples lean the other way. The stock's 52.3% gain year to date sets a high bar for future returns, so new buyers need a clear view on whether current pricing already reflects the improved outlook. Expectations for stronger demand across commercial, industrial and data center markets can...

On 8 July 2026, Globant announced a multi-year alliance with Vercel to deploy AI-built applications and modernize enterprise websites and apps via AI Pods, enabling rapid, secure, and scalable launches on Vercel’s platform. This partnership highlights how combining Globant’s AI Pods with Vercel’s infrastructure could materially compress deployment timelines, making AI-driven modernization more accessible for large organizations. We’ll now examine how Globant’s new Vercel-powered AI Pods,...

Investor attention on Atmos Energy (ATO) is picking up ahead of its next quarterly report, as the company’s pattern of topping earnings estimates and its strong dividend growth record put the current valuation debate in sharper focus. See our latest analysis for Atmos Energy. At a share price of $177.68, Atmos Energy has seen its 30 day share price return rise 4.74%, while its 1 year total shareholder return of 15.95% and 5 year total shareholder return of 102.25% highlight how recent...

Independent Bank (INDB) is back in focus after its second quarter update, as investors weigh a smaller pool of net charge offs and fresh details on the company’s recent share repurchase activity. See our latest analysis for Independent Bank. The Q2 results initially triggered a sharp negative reaction, with Independent Bank shares sliding after the earnings miss. The stock still shows a 30 day share price return of 4.24% and a 1 year total shareholder return of 25.64%, suggesting longer term...

With inflation cooling but still above target in many regions and energy markets influenced by geopolitical tensions, investors are looking for leaders who are directly aligned with shareholders. Founder led companies often have higher capital efficiency and meaningful personal stakes, which can be appealing when growth signals are mixed across the United States, Europe, Latin America and Asia-Pacific. This Top Founder-Led Companies screener focuses on businesses where the original builder is...

Earlier this month, Kaplan Fox & Kilsheimer LLP began investigating Alignment Healthcare after a former executive alleged accounting irregularities, including misclassifying millions of dollars of operating expenses as capital expenditures and inflating key metrics such as Adjusted EBITDA. The whistleblower-driven probe raises questions about the reliability of previously reported financial metrics that underpinned market confidence in Alignment Healthcare’s performance and efficiency. Now...

ADMIRE Milestone and Why It Matters for Alpha Tau Medical Stock Alpha Tau Medical (NasdaqCM:DRTS) drew fresh attention after reporting the first successful treatment of an immunocompromised patient in its ADMIRE clinical study for recurrent cutaneous squamous cell carcinoma using Alpha DaRT. This marks a key clinical milestone for a vulnerable cancer population that often has limited treatment options, giving investors new information to weigh around the company’s technology focus and...

In July 2026, Nextpower Inc. asked stockholders to approve amendments to its Second Amended and Restated Certificate of Incorporation, including removing legacy Class B common stock, eliminating outdated provisions, and renaming its Class A common stock at the August 18, 2026 annual meeting. This clean‑up of the capital structure highlights management’s focus on simplifying the equity base, which can matter for governance, liquidity, and long‑term investor appeal. Next, we’ll examine how...

In late June 2026, Strategy Inc. restructured its finance leadership as Chief Accounting Officer Jeanine Montgomery retired and CFO Andrew Kang assumed the role of principal accounting officer, while the company pivoted from relentless Bitcoin accumulation to a new framework for selling BTC and building a US$3.00 billion cash reserve. This shift away from a "never sell" posture toward a Bitcoin Monetization Program, aimed at funding preferred dividends and supporting its capital structure,...

In May 2026, Boston Scientific voluntarily began recalling multiple CRE and CRE Pro Wireguided endoscopy devices worldwide, after identifying potential sterile breaches in the packaging of tens of thousands of Class II–classified units, with the US FDA now listing the recalls as ongoing. The concentration of recalls across several size ranges of the same product family highlights how a single packaging issue can ripple through Boston Scientific’s global supply chain, regulatory workload, and...

QuinStreet (QNST) has drawn investor attention after recent share price moves, with the stock now around $16.78 and showing mixed short term performance, alongside stronger returns over the past month and past three months. See our latest analysis for QuinStreet. Recent trading in QuinStreet points to building momentum, with a 30 day share price return of 31.4% and a year to date share price return of 19.18%, set against a 3 year total shareholder return of 86.44% and a 5 year total...

Brady (BRC) stock is drawing fresh attention after distributor Heilind Electronics announced the availability of the Brady i4311 Industrial Label Printer, a portable unit that combines cordless operation with benchtop-style performance for industrial identification tasks. See our latest analysis for Brady. At a share price of $93.69, Brady has seen a 12.27% 1 month share price return and a 19.12% year to date share price return. Its 1 year total shareholder return of 37.39% and 3 year total...

AI related stocks are drawing much of the market’s attention right now, which can leave solid, profitable companies trading on valuations that still look reasonable. That is exactly where a Growth at a Reasonable Price approach can help you focus on businesses with positive earnings profiles and measured risk, without chasing the most crowded trades. This article looks at how the current AI driven rotation interacts with fundamental metrics like P/E and PEG ratios, and highlights three stocks...

Rising geopolitical tensions, questions around US policy, and heavy use of monetary and fiscal stimulus are pushing many investors toward large cap US stocks that look reasonably priced and pay dividends. Instead of chasing the AI boom or trying to guess the next hot trend, this article focuses on value oriented blue chips that may hold up when sentiment swings. Using a US Large Cap Value Stocks screener built around the latest macro shocks, the sections that follow highlight 3 stocks that...

Graco (GGG) has drawn investor attention after recent share performance, with the stock down about 2% over the past day and about 14% over the past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Graco. Looking beyond the latest move, Graco’s share price has slipped over the past quarter and year to date, and the 1 year total shareholder return is also down. This points to fading momentum and a more cautious stance from investors. If you are reassessing...

Booz Allen Hamilton Holding stock has had a tough run over the last few years, yet the valuation checks currently lean in the other direction and suggest the shares may be pricing in a lot of bad news already. With the price at US$65.21 and the broader metrics screening the company as relatively cheap, investors are weighing whether the recent share price weakness has gone too far. The stock is down about 40.3% over the past 3 years, which points to a period where sentiment has been weak...