U.S. Software Stock News

Trex Company (TREX) is back in focus after law firm Hagens Berman opened an investigation into potential securities law violations related to alleged overstocking of pro channel partners to support reported sales. See our latest analysis for Trex Company. The investigation and earlier guidance cut come after a sharp reset in sentiment, with a 1-year total shareholder return of roughly 39% decline and a 5-year total shareholder return of about 53% decline. At the same time, the 1-month share...

If you are wondering whether Upbound Group's current share price reflects its underlying value, you are not alone. This article focuses squarely on what the numbers say about the stock. The share price closed at US$19.43, with a 9.7% gain over the last 30 days but a 29.4% decline over the past year. This raises questions about how the market is currently pricing the business and its risks. Recent news flow for Upbound Group has included ongoing commentary around the rent to own and lease to...

In January 2026, Origin AI announced a collaboration with NXP Semiconductors to embed its WiFi Sensing software into NXP’s i.MX 9 applications processors and wireless tri-radio chipsets, aiming to accelerate motion-sensing capabilities in smart home devices across automation, security and energy management. By integrating WiFi Sensing at the chipset level, the partnership lets device makers add advanced sensing features without redesigning hardware, potentially shortening development cycles...

Institutional interest and three year growth put ACM Research in focus ACM Research (ACMR) is back on many investors’ screens after strong institutional buying coincided with three year sales growth of 44.5% and EPS growth of 41.6%, highlighting robust underlying business metrics. See our latest analysis for ACM Research. ACM Research’s share price has moved to US$53.45 after a 4.5% 1 day gain, capping a 31.0% 30 day share price return and a very large 1 year total shareholder return of 186%,...

AbCellera Biologics (ABCL) has begun dosing patients in the Phase 2 portion of its Phase 1/2 trial for ABCL635, a potential first in class non hormonal treatment for menopausal vasomotor symptoms. See our latest analysis for AbCellera Biologics. The ABCL635 Phase 2 start comes as AbCellera’s 30 day share price return of 15.05% and year to date share price return of 24.78% contrast with a 3 year total shareholder return of 58.89% decline, suggesting sentiment has improved recently after a...

If you are wondering whether Principal Financial Group's current share price reflects its underlying value, you are not alone. This article is built to help you connect the recent share performance to what the valuation numbers are actually saying. At a last close of US$91.09, the stock has had a mixed short term patch, with a 0.1% decline over 7 days, a 2.1% return over 30 days, a 1.9% return year to date and a 15.9% return over 1 year, alongside a 12.0% return over 3 years and a 113.1%...

If you are wondering whether Newmark Group's share price still offers value after a long run on the market, this article breaks down what the current valuation implies for you as a shareholder or potential investor. Newmark Group's stock last closed at US$17.75, with returns of 5.7% over 7 days, 1.5% over 30 days, 4.6% year to date, 30.1% over 1 year and 113.0% over 3 years. These figures raise fair questions about how much of the story is already reflected in the price. Recent coverage has...

National Bank Financial recently upgraded RB Global (NYSE:RBA), highlighting market share gains and contract wins in Australia and the UK. The firm pointed to new agreements with Suncorp and Direct Line as key drivers of RB Global's expanding presence in vehicle and asset remarketing. The upgrade focuses on the company's growing international footprint and its potential to win additional business in core markets. RB Global runs auctions and related services that help businesses sell heavy...

Commerce Bancshares (NasdaqGS:CBSH) has closed its acquisition of FineMark National Bank & Trust. The deal expands Commerce's wealth management and private banking reach into Florida, Arizona, and South Carolina. FineMark will operate as a division within Commerce Bank while maintaining existing client relationships. For investors, this move adds more scale and breadth to Commerce Bancshares' long standing banking and wealth management franchise. Wealth management and private banking have...

Morgan Stanley downgraded J.M. Smucker (NYSE:SJM), citing rising competitive pressures in the U.S. food sector. The firm highlighted cost challenges, including coffee tariffs and broader inflation, as key concerns for the company. The move adds focus to how J.M. Smucker manages pricing, margins, and brand positioning in the current industry environment. J.M. Smucker is a major U.S. packaged foods company with a portfolio that includes consumer staples such as coffee and other grocery...

Event context and recent stock performance Amicus Therapeutics (FOLD) has caught investor attention after a sharp share price move in the past 3 months, with the stock returning about 69% over that period. See our latest analysis for Amicus Therapeutics. That sharp 68.82% 90 day share price return sits alongside a 50.42% 1 year total shareholder return, while the 5 year total shareholder return of a 24.39% decline shows longer term holders have had a tougher journey, which suggests that...

Leadership change and focus on bank distribution SEI Investments (SEIC) has appointed Paul Lehman as head of Bank Asset Management Distribution, placing an experienced bank trust and wealth management executive in charge of its relationships with bank and affiliated wealth clients. See our latest analysis for SEI Investments. The leadership update comes as SEI Investments trades at US$85.97, with a 90 day share price return of 5.45% and a 5 year total shareholder return of 63.01%, suggesting...

Smithfield Foods (NasdaqGS:SFD) is acquiring hot dog brand Nathan’s Famous in an all cash deal valued at $450 million. The transaction brings a widely recognized retail and foodservice label into Smithfield’s packaged meats portfolio. The company expects the deal to be immediately accretive to earnings and to support growth across multiple sales channels. For you as an investor, the move comes with Smithfield shares trading at $23.11 and a year to date return of 4.3%, alongside mixed...

Lumentum Holdings (NasdaqGS:LITE) introduced new ultrafast, UV, and 3D sensing laser platforms at SPIE Photonics West 2026. The launches target precision manufacturing, electronics, and sensing uses, including potential applications in autonomous systems. The announcement highlights fresh product activity that has not yet been widely discussed in recent coverage. Lumentum enters this product launch phase with its shares at $362.44 and a 1 year return of 261.1%. The stock has seen mixed...

In recent days, U.S. regulators finalized an updated rule under the Deep Seabed Hard Mineral Resources Act, creating a unified, streamlined process for exploration licenses and commercial recovery permits that reflects newer environmental science and offshore mining technology. This shift could be particularly important for TMC The Metals Company, whose deep-sea polymetallic nodule projects may now move through a more coordinated regulatory path that reuses exploration data in future...

KeyCorp (KEY) is back in focus after reporting fourth quarter and full year 2025 results and pairing them with a larger share buyback plan that signaled management’s priorities for using excess capital. See our latest analysis for KeyCorp. The earnings beat and larger buyback come on top of a 23.8% 90 day share price return and a 31.41% 1 year total shareholder return, suggesting momentum has been building as investors reassess KeyCorp’s risk and income profile alongside recent board changes,...

In mid-January 2026, NANO Nuclear Energy announced a Memorandum of Understanding with South Korea’s DS Dansuk to co-develop, localize, and deploy its KRONOS Micro Modular Reactor and other microreactor systems across South Korean industrial sites. This agreement places NANO Nuclear at the center of South Korea’s push for next-generation, on-site clean power and gives it access to DS Dansuk’s extensive industrial, regulatory, and research networks. With shares posting a 1.13% gain over seven...

If you are wondering whether Restaurant Brands International is fairly priced or offering value right now, it helps to start by looking at how the market has treated the stock recently and how that lines up with the underlying business. The share price recently closed at US$68.02, with a 7 day return of a 2.7% decline, a 30 day return of a 3.3% decline, a 1 year return of 16.6% and a 5 year return of 41.6%. This gives you a mixed picture of shorter term softness alongside longer term...

Viasat stock snapshot after recent move Viasat (VSAT) has recently attracted attention after a fresh move in its share price, with the stock closing at $42.64. That puts current performance and the company’s fundamentals back in focus for investors. See our latest analysis for Viasat. The latest move comes after a mixed stretch, with a 15.31% 1 month share price return and 14.16% 3 month share price return sitting alongside a 295.91% 1 year total shareholder return. This suggests momentum has...

In recent days, NextEra Energy has drawn attention as it expands its clean energy and infrastructure footprint, including power purchase agreements tied to AI-driven data center demand and long-term nuclear contracts with major technology companies such as Google and Meta. An important insight for investors is how this mix of regulated utility cash flows, large-scale renewables development, and AI-linked partnerships is reshaping perceptions of NextEra Energy beyond a traditional power...

Latest FY 2025 Earnings Snapshot Interactive Brokers Group (IBKR) closed out FY 2025 with Q4 total revenue of US$1.7b and basic EPS of US$0.64, alongside net income of US$284m, setting a clear reference point for the year just finished. The company has seen quarterly revenue move from US$1.4b in Q1 2025 to US$1.7b in Q4 2025, while basic EPS has ranged from US$0.49 in Q1 to US$0.64 in Q4, providing a clear view of how the top and bottom line have tracked through the year as you weigh the...

If you are wondering whether Ormat Technologies at around US$122 is priced attractively or asking too much, you are not alone. The stock shows returns of 1.9% over 7 days, 8.8% over 30 days, 7.3% year to date, 90.4% over 1 year, 35.1% over 3 years and 10.4% over 5 years. This naturally raises questions about how this performance lines up with the current share price. Recent news coverage has focused on Ormat Technologies as a US listed utilities business with exposure to renewable energy...

Yum! Brands recently reported quarterly results that topped analysts’ EBITDA expectations while slightly missing revenue estimates, underscoring stronger-than-expected profitability. The outcome, alongside broadly steady performance across traditional fast-food peers, highlights the resilience of Yum! Brands’ underlying operations amid varied analyst views. Next, we’ll explore how Yum! Brands’ earnings-driven EBITDA strength shapes its investment narrative in light of the latest share...

Recent coverage highlights MercadoLibre’s continued expansion across Latin America, with robust growth in both its ecommerce marketplace and rapidly scaling fintech arm, Mercado Pago, alongside rising institutional interest despite macroeconomic challenges. An intriguing element is MercadoLibre’s rising return on capital employed, now well above the industry average, underscoring how its reinvestment in logistics, technology and financial services is translating into more efficient use of...