U.S. Software Stock News

Glaukos (GKOS) is back in focus after releasing preliminary, unaudited net sales for Q4 and full year 2025 and reaffirming its 2026 revenue guidance at US$600 million to US$620 million. See our latest analysis for Glaukos. The reaffirmed 2026 revenue guidance and progress with products like iDose TR come after a 37.94% 3 month share price return, while the 1 year total shareholder return of 23.12% decline shows that longer term momentum has been more mixed. If Glaukos has you rethinking...

EQT Corporation has recently drawn increased analyst attention ahead of its upcoming fiscal Q4 2025 earnings release, alongside fresh regulatory scrutiny over an allegedly abandoned shale well in Pennsylvania and ongoing litigation related to emissions from its operations. At the same time, EQT’s balance sheet moves and legal challenges are shaping how investors weigh strong analyst optimism against operational and environmental risk. Next, we’ll examine how bullish analyst expectations amid...

Earlier this week, Kulicke and Soffa Industries attracted increased attention as brokerage firms assigned it generally favorable research ratings and momentum indicators, supported by upward earnings estimate revisions. This combination of improving analyst sentiment and upgraded earnings expectations has sharpened the market’s focus on the company’s near-term earnings potential and competitive positioning. With recent upward earnings estimate revisions gaining traction, we’ll now examine...

In January 2026, Neurocrine Biosciences reported the first head-to-head PET imaging data showing INGREZZA (valbenazine) achieved substantially higher VMAT2 target occupancy and potency than rival AUSTEDO XR at therapeutic doses, with all regimens generally well tolerated. The findings, highlighting INGREZZA’s stronger VMAT2 engagement potentially linked to its single high‑affinity metabolite, sharpen the clinical differentiation in treating tardive dyskinesia and Huntington’s disease chorea...

VEON (NasdaqGS:VEON) is back in focus after Kyivstar crossed 3 million users for its Starlink powered Direct to Cell satellite service in Ukraine, while also running a 5G pilot in central Lviv. See our latest analysis for VEON. These connectivity moves come as VEON’s share price sits at US$54.50, with a 7 day share price return of 4.73% and a year to date share price return of 3.42%. The 1 year total shareholder return of 18.48% and the very large 3 year total shareholder return highlight how...

Babcock & Wilcox Enterprises (BW) has drawn fresh attention after selecting Siemens Energy to supply turbines for a one-gigawatt power project serving an Applied Digital AI factory, alongside news of its longtime General Counsel’s planned departure. See our latest analysis for Babcock & Wilcox Enterprises. Against this backdrop of project progress and leadership change, Babcock & Wilcox Enterprises’ share price has moved to $8.42, with a 30 day share price return of 81.47% and a 1 year total...

Earlier this week, BioMarin Pharmaceutical appointed Arpit Davé as Executive Vice President, Chief Digital and Information Officer, a new C-level role reporting directly to CEO Alexander Hardy and overseeing enterprise technology, data science, and digital transformation. By bringing in a biopharma technology veteran with extensive artificial intelligence experience from Amgen, Bristol Myers Squibb, and Merck, BioMarin is signaling a stronger emphasis on data-driven decision making across...

Why Payoneer’s latest earnings are drawing attention Payoneer Global (PAYO) recently reported quarterly revenue of US$270.9 million, up 9.1% year on year and 2.9% above analyst expectations, yet the stock fell 8.3% and now trades around US$5.31. See our latest analysis for Payoneer Global. The latest earnings beat sits against a weak share price backdrop, with a 30 day share price return of 8.64% and a 1 year total shareholder return decline of 50.18%, which suggests recent momentum has been...

Andersons (ANDE) has drawn fresh attention after December insider sales by a director and the CEO coincided with the company outlining a growth plan that targets earnings per share of US$7.00 by 2028. See our latest analysis for Andersons. The recent insider sales and EPS target update come during a period of firm momentum, with Andersons showing a 21.84% 90 day share price return and a 151.20% five year total shareholder return, while the latest one day move was slightly negative. If this...

Recently, analyst Jason Tilchen at CCORF reiterated a positive rating on Sportradar Group AG, expressing confidence in the company’s outlook despite weak near and mid‑term sentiment and elevated downside risks flagged by institutional AI trading models. This contrast between cautious model-driven risk signals and reaffirmed analyst conviction highlights how differing interpretations of Sportradar’s prospects can materially influence investor attention and behaviour. We’ll now examine how an...

ICF International, Inc. recently announced it had secured two significant new public communication contracts with European institutions, with a combined ceiling value of nearly US$300 million and performance periods of up to five years covering all 27 EU member states. The wins highlight ICF’s growing role in EU-wide citizen engagement, where it plans to use its European agency network and AI-enabled tools to monitor sentiment, counter misinformation, and optimize campaigns in real...

In recent months, Green Brick Partners announced that several of its master-planned communities were ranked among the top developments nationally and in North Texas by John Burns Research and Consulting, RCLCO, and the Dallas Business Journal, while the company was recognized as the number three homebuilder in North Texas by new home closings. This cluster of independent accolades underscores Green Brick’s strong execution in key Sunbelt markets and highlights the scale of its presence in...

Etsy (ETSY) is rolling out a new shopping experience with Google, allowing logged in U.S. users to buy select marketplace items directly through AI Mode in Google search and the Gemini app. See our latest analysis for Etsy. The new Google and Gemini integration comes after a choppy few years for Etsy’s stock, with a recent 30 day share price return of 16.86% and a 1 year total shareholder return of 16.28%. This is set against a 3 year total shareholder return decline of 53.14% and a 5 year...

ANI Pharmaceuticals recently issued full-year 2026 revenue guidance, forecasting total net revenues between US$1,055 million and US$1,115 million, and outlined plans to expand its Rare Disease organization by about 90 hires to support Cortrophin Gel growth. The company’s emphasis on Cortrophin Gel and the build-out of its Rare Disease infrastructure suggests a meaningful shift in its revenue mix toward higher-value specialty treatments. We’ll now examine how this expanded Rare Disease push,...

Earlier this week, Twist Bioscience reported a 16.9% increase in revenue, accompanied by broadly favorable analyst coverage with eight buy ratings and no sell ratings, underscoring growing interest in its synthetic DNA-based products and collaborations. This combination of faster revenue growth and uniformly positive analyst sentiment highlights how Twist’s technology platform and partnerships are increasingly resonating with the market despite ongoing financial challenges. Now, we’ll...

Phillips 66 and Kinder Morgan recently launched a second open season for the proposed Western Gateway refined products pipeline, expanding remaining capacity, adding new origin points, and planning to reverse existing Kinder Morgan SFPP lines to link Borger, Phoenix, Las Vegas and the Los Angeles market. This planned integration of new-build and reversed pipelines could reshape refined product flows into key Southwestern and California markets, increasing routing flexibility and supply...

Provident Financial Services (PFS) is in focus after Provident Bank announced a long-planned transition, with Senior Executive Vice President and Chief Financial Officer Thomas M. Lyons set to retire by mid 2026. See our latest analysis for Provident Financial Services. Against this leadership transition, Provident Financial Services’ share price is at US$20.15, with a 90 day share price return of 10.35% and a 1 year total shareholder return of 9.83%. This suggests momentum that has built...

PDD Holdings recently began internal beta testing of its “Billion-Dollar Supermarket” service inside its app, using time-limited coupons and large price subsidies to push deeper into the online grocery and supermarket segment against competitors such as JD.com, Alibaba, and Meituan. This expansion into everyday grocery spending marks a meaningful move to increase user stickiness and broaden PDD’s role in value-focused retail ecosystems. We’ll now examine how this “Billion-Dollar Supermarket”...

Dynex Capital, Inc. recently declared a cash dividend of US$0.17 per common share for January 2026, payable on February 2 to shareholders of record as of January 21. Alongside this payout decision, the company disclosed that director Joy Palmer will not seek re-election at the 2026 Annual Meeting, signaling an orderly governance transition. We’ll now examine how the freshly declared US$0.17 monthly dividend shapes Dynex Capital’s investment narrative for income-focused investors. Explore 23...

Why Microvast’s New Finance Leadership Matters for Investors Microvast Holdings (MVST) has refreshed its senior finance team, naming interim finance lead Rodney Worthen as Chief Financial Officer and hiring former NextDecade executive Eric N. Garcia as Chief Accounting Officer. These appointments concentrate financial reporting, planning, and corporate development experience at the top of Microvast’s battery and energy storage business, which already reports annual revenue of US$444.5 million...

NCR Atleos (NATL) shares are in focus after the company announced a collaboration with Greece based Epirus Bank to modernize and expand the bank’s ATM network using its ATM as a Service model. See our latest analysis for NCR Atleos. The Epirus Bank agreement comes as NCR Atleos shares trade at US$39.93, with a 90 day share price return of 7.83% and a 1 year total shareholder return of 21.11%. This suggests momentum has picked up in recent months, despite a softer 1 day move of 1.94% and a 7...

Recent performance snapshot Pinnacle Financial Partners (PNFP) shares closed at $98.44, with the stock showing a 0.8% move over the past day and a 1.4% gain over the past week, alongside mixed recent return figures. See our latest analysis for Pinnacle Financial Partners. The recent 90-day share price return of 13.12% contrasts with a 1-year total shareholder return decline of 17.10% and suggests momentum has picked up again after a softer patch earlier in the year. If PNFP has caught your...

Hope Bancorp (HOPE) is back in focus after announcing two governance moves: veteran director Scott Yoon Suk Whang’s planned 2026 retirement and a refreshed set of bylaws aimed at modernizing board oversight and shareholder processes. See our latest analysis for Hope Bancorp. The governance updates arrive while the share price sits at US$11.70 and has logged a 90 day share price return of 14.37%, with a 5 year total shareholder return of 19.52%, suggesting improving momentum built over a...

Earlier this week, Hilton Worldwide Holdings announced Apartment Collection by Hilton, a new apartment-style lodging category launching in the first half of 2026 through a partnership with Placemakr, with initial furnished properties in major U.S. cities and full integration into Hilton’s booking and loyalty systems. This move extends Hilton’s reach into longer-stay, apartment-style accommodation, potentially deepening loyalty engagement by offering more flexible, residential-style options...