U.S. Software Stock News

In late January 2026, CONMED Corporation reported fourth-quarter 2025 sales of US$373.2 million and full-year sales of US$1.37 billion, alongside a sharp year-on-year fall in net income to US$16.74 million for the quarter and US$47.06 million for the year. While revenue increased, the sizeable drop in earnings per share from continuing operations to US$0.54 for the quarter and US$1.51 for the year, combined with 2026 revenue guidance of US$1.345–1.375 billion, highlights a tension between...

Trustees of the University of Pennsylvania recently increased their position in Intuitive Machines by over 2,500,000 shares, according to an SEC filing. Intuitive Machines secured contracts with the U.S. Air Force Research Laboratory, expanding its government work alongside its lunar and space services. These developments affect both the shareholder base and future contract pipeline for NasdaqGM:LUNR. For you as an investor, the mix of fresh institutional interest and new government...

Axos Financial, Inc. reported second-quarter and first-half fiscal 2026 results, showing higher net interest income and net income compared with the prior year, and it recently presented at the KBW 2026 Winter Financial Services Conference in Boca Raton, Florida. The sharp increases in net interest income and earnings per share highlight how Axos’s digital-focused banking model is currently translating into stronger profitability. Next, we’ll examine how this strong net interest income...

In early February 2026, multiple law firms launched securities fraud class actions against SLM Corporation, alleging undisclosed increases in early stage delinquencies and overstated loss mitigation effectiveness during the July 25–August 14, 2025 period. These lawsuits raise pointed questions about SLM’s prior credit-quality disclosures and risk controls, putting management’s communication and governance practices under closer investor scrutiny. We’ll now examine how these...

Hawkins' subsidiary WaterSurplus will supply 1,050 NanoStack coated membranes to the Orange County Water District’s Groundwater Replenishment System. The decision follows a successful pilot and represents deployment into what is described as the world’s leading potable water reuse system. The project highlights Hawkins' role in advanced water treatment solutions for large scale reuse facilities. For investors watching NasdaqGS:HWKN, this contract sits alongside a share price of $143.51 and...

The Gorman-Rupp Company ( NYSE:GRC ) shares have continued their recent momentum with a 31% gain in the last month...

If you are looking at Cardinal Health and wondering whether the current price still offers value, this article will walk through what the numbers are really saying. The stock last closed at US$220.27, with returns of 1.0% over 7 days, 9.5% over 30 days, 7.1% year to date and 73.7% over the past year, plus very large gains over 3 and 5 years. Recent news coverage around Cardinal Health has focused on its role in the healthcare supply chain and ongoing industry wide conversations about drug...

Kohl's (NYSE:KSS) has announced the upcoming retirement of Fred Hand, Senior Executive Vice President and Director of Stores. Hand will step down from his role overseeing store operations, marking a significant transition in the company’s senior leadership team. For investors watching Kohl's at a share price of $17.3, this leadership change comes after a mixed stretch for NYSE:KSS. The stock is up 53.0% over the past year, while longer term returns show a 35.2% decline over three years and...

In early February 2026, Modine Manufacturing reported third-quarter fiscal 2026 results showing sales of US$805 million versus US$616.8 million a year earlier, alongside a net loss of US$47.4 million, and simultaneously raised its full-year 2026 net sales outlook to growth of 20% to 25%. Despite the swing to a quarterly loss, the combination of strong revenue growth, higher full-year sales guidance, and completion of a 230,000-share buyback under its March 2025 program has sharpened investor...

Blue Owl Capital (NYSE:OWL) has entered a partnership with Five Point Holdings to create a new residential land banking investment platform. The collaboration focuses on providing land banking capital for U.S. housing projects through institutional partnerships. Moody's has upgraded Blue Owl's credit rating, citing changes in its financial profile and risk position. For investors watching NYSE:OWL, these updates sit at the intersection of private credit, real estate, and housing finance...

Constellation Energy’s Calpine unit recently agreed to provide 380 MW of power, grid connectivity and site infrastructure to CyrusOne’s new data center next to the Freestone Energy Center in Texas, with an exclusive option for a second 380 MW phase on the same site. The deal highlights how Constellation is using its Powered Land Capabilities to bundle generation, land and grid access for large data center customers seeking speed-to-market and reliable power. We’ll now examine how this large...

In recent days, Sunoco LP announced its fifth consecutive quarterly distribution increase to about US$0.93 per common unit and issued 2026 adjusted EBITDA guidance of US$3.10–US$3.30 billion, including roughly US$125.00 million of expected synergies from its Parkland Corporation acquisition. This combination of rising cash distributions and quantified acquisition synergies has prompted renewed attention to how Sunoco’s income profile and scale could influence its longer-term investment...

In late January 2026, Avnet reported past second-quarter fiscal 2026 results showing higher year-over-year sales of US$6,318.96 million but lower net income of US$61.73 million, alongside issuing third-quarter GAAP EPS guidance of US$0.95 to US$1.15 and confirming completion of its US$886 million share repurchase program. The combination of rising revenue, compressed earnings and EPS, and the end of a multi-year buyback program gives investors fresh insight into how Avnet is balancing...

Board changes put governance in focus at Workiva Workiva (WK) has refreshed its board, adding two independent directors, former finance chiefs Scott Herren and Mark Peek. Long-serving director David Mulcahy resigned, and Suku Radia became Lead Independent Director. See our latest analysis for Workiva. Workiva’s 1 day share price return of 1.77% comes after a tougher stretch, with a 30 day share price return of 21.84% and a 1 year total shareholder return of 25.85%. This suggests momentum has...

On February 5, 2026, Viasat, Inc. reported third‑quarter 2026 results showing revenue of US$1,157.05 million and net income of US$24.97 million, compared with revenue of US$1,123.77 million and a net loss of US$158.41 million a year earlier. The return to profitability, with diluted earnings per share from continuing operations improving to US$0.18 from a US$1.23 loss, signals meaningful progress in lifting earnings quality while nine‑month results still reflect a US$92.91 million net...

ATRenew (RERE) drew fresh investor attention after serving as the sole Chinese representative at Circular Markets London, where it outlined how its pre-owned electronics platform links China’s large device supply with global circular value chains. See our latest analysis for ATRenew. ATRenew’s recent role at Circular Markets London comes as the stock trades at US$6.06, with a 44.29% 90 day share price return and a 98.04% 1 year total shareholder return. This suggests momentum has been...

On 3 February 2026, RUCKUS Networks announced an expansion of its Pro AV ICX network switch portfolio, alongside AV-focused updates to its management platforms, plus new collaborations with Crestron and the SDVoE Alliance to support the shift from legacy video transport to Ethernet-based AV systems. A distinctive angle in this announcement is the focus on pre-configured, AV-optimized switches that aim to cut deployment complexity and integrate seamlessly with existing cloud and on-premise...

FLEX LNG Ltd. has reported its fourth-quarter and full-year 2025 results, with Q4 net income of US$21.55 million and basic earnings per share of US$0.40, both lower than the same period a year earlier. For 2025 as a whole, net income fell to US$74.82 million and basic earnings per share to US$1.38, highlighting pressure on profitability despite the company’s long-term contract coverage and modern LNG carrier fleet. We’ll now examine how this weaker 2025 profitability, especially the drop in...

Edison International (NYSE:EIX) has announced the full redemption of its 5.375% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series A. The company will also redeem related trust preference securities tied to this preferred stock. The redemption affects existing preferred shareholders and adjusts the company’s capital structure. For common shareholders, this move sits alongside a share price of $65.46, with NYSE:EIX showing returns of 6.5% over the past week, 7.3% over the past...

MKS (NasdaqGS:MKSI) announced a 14% increase in its quarterly dividend. The company also completed a significant debt refinancing and issued new senior notes. The transactions adjust the mix between secured and unsecured debt and extend certain maturities. Management highlighted expected interest savings from the new capital structure. MKS, listed on NasdaqGS:MKSI, supplies technology and equipment used across semiconductor and related markets, where capital intensity and long investment...

In early February 2026, JetBlue and United Airlines announced an expanded Blue Sky collaboration allowing customers to book eligible itineraries on either carrier’s website or app using cash, points, or miles, with further reciprocal perks and booking enhancements planned. This deeper integration of networks and loyalty benefits could make United more attractive to frequent flyers who value seamless access across both airlines’ route systems. We’ll now examine how this expanded booking and...

Septerna Inc. recently announced it will present first-in-human Phase 1 clinical data for SEP-631, an oral MRGPRX2-targeting therapy for chronic spontaneous urticaria and other mast cell-driven diseases, at the 2026 American Academy of Allergy Asthma & Immunology Annual Meeting. The company is also highlighting a proof-of-mechanism study using an Icatibant skin challenge with short wave infrared imaging, underscoring its focus on innovating GPCR-based treatments for conditions with...

In late January 2026, OSI Systems, Inc. reported past second-quarter fiscal 2026 results with revenue of US$464.06 million and net income of US$38.7 million, both higher than a year earlier, alongside slightly higher basic earnings per share and flat diluted earnings per share from continuing operations. Over the same period, OSI Systems completed a sizeable share repurchase program totaling 3,225,088 shares for US$377.51 million since May 2020, which significantly reduced its share count...

What Recent Returns Suggest About John Wiley & Sons Without a specific news headline driving attention today, John Wiley & Sons (WLY) is drawing interest for its recent share performance and current valuation signals, which some investors may see as a prompt to revisit the stock. The shares show a 1 day return of 1.47% and a 7 day return of 1.86%, while the past month and past 3 months reflect declines of 5.73% and 20.24% respectively. Over the past year, the total return sits at a 24.89%...